Stonebridge Financial Group LLC MO Buys Shares of 395 Comfort Systems USA, Inc. $FIX

Stonebridge Financial Group LLC MO bought a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 395 shares of the construction company’s stock, valued at approximately $369,000.

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Comfort Systems USA by 17.0% during the fourth quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock worth $4,022,597,000 after purchasing an additional 625,567 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Comfort Systems USA by 7.4% during the third quarter. Invesco Ltd. now owns 1,064,560 shares of the construction company’s stock worth $878,454,000 after purchasing an additional 73,727 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Comfort Systems USA by 6.8% during the third quarter. AQR Capital Management LLC now owns 835,560 shares of the construction company’s stock worth $678,475,000 after purchasing an additional 53,125 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Comfort Systems USA by 36.8% during the third quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company’s stock worth $606,117,000 after purchasing an additional 197,613 shares in the last quarter. Finally, First Trust Advisors LP grew its holdings in shares of Comfort Systems USA by 29.8% during the third quarter. First Trust Advisors LP now owns 513,257 shares of the construction company’s stock worth $423,529,000 after purchasing an additional 117,892 shares in the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on FIX. Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Monday, April 20th. Zacks Research lowered Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a report on Friday, April 24th. Glj Research began coverage on Comfort Systems USA in a report on Monday, April 20th. They set a “buy” rating and a $2,001.00 price objective for the company. UBS Group boosted their price objective on Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a “buy” rating in a report on Monday, April 27th. Finally, Stifel Nicolaus boosted their price objective on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Seven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,923.20.

Comfort Systems USA Stock Performance

Shares of FIX stock opened at $2,017.30 on Wednesday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24. Comfort Systems USA, Inc. has a fifty-two week low of $452.04 and a fifty-two week high of $2,045.14. The stock has a 50 day moving average price of $1,562.77 and a two-hundred day moving average price of $1,240.28. The company has a market capitalization of $71.01 billion, a P/E ratio of 58.20 and a beta of 1.70.

Comfort Systems USA (NYSE:FIX) last announced its earnings results on Thursday, April 23rd. The construction company reported $10.51 EPS for the quarter, beating analysts’ consensus estimates of $6.81 by $3.70. The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.39 billion. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The firm’s revenue for the quarter was up 56.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.75 earnings per share. Analysts expect that Comfort Systems USA, Inc. will post 43.17 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 15th will be paid a $0.80 dividend. The ex-dividend date of this dividend is Friday, May 15th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. This represents a $3.20 annualized dividend and a yield of 0.2%. Comfort Systems USA’s payout ratio is currently 8.08%.

Key Headlines Impacting Comfort Systems USA

Here are the key news stories impacting Comfort Systems USA this week:

• Positive Sentiment: Comfort Systems recently increased its quarterly dividend to $0.80 per share from $0.70, signaling management confidence in cash generation and shareholder returns. 5 Stocks Positioned to Win the AI Data Center Buildout
• Positive Sentiment: The company reported strong quarterly results on April 23, with EPS of $10.51 versus $6.81 expected and revenue of $2.87 billion versus $2.39 billion expected, helped by 56.5% year-over-year revenue growth.
• Positive Sentiment: Analysts remain broadly constructive, with several recent price-target increases and a consensus rating of “Moderate Buy,” supporting the stock’s longer-term momentum.
• Neutral Sentiment: Articles noted continued interest tied to data-center construction demand and the company’s role in AI-related infrastructure spending, which can support the growth story but was not a new company-specific announcement. Comfort Systems USA (FIX) Rallied on Strong Demand from Data Center Construction
• Negative Sentiment: CFO William George III sold 1,000 shares at an average price of $2,020.96, and the filing followed a larger 4,000-share sale days earlier, adding to concerns that insiders may be taking profits after the stock’s sharp advance.
• Negative Sentiment: CAO Julie Shaeff also sold 1,123 shares at an average price of $2,000.37, reinforcing the short-term headwind from insider selling.

Insider Transactions at Comfort Systems USA

In other news, insider Brian E. Lane sold 11,113 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $1,969.84, for a total transaction of $21,890,831.92. Following the completion of the transaction, the insider directly owned 161,089 shares in the company, valued at $317,319,555.76. This trade represents a 6.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Julie Shaeff sold 1,123 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the transaction, the chief accounting officer owned 12,624 shares of the company’s stock, valued at $25,252,670.88. The trade was a 8.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 61,024 shares of company stock valued at $99,678,386. 1.24% of the stock is currently owned by corporate insiders.

Comfort Systems USA Profile

Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.