NewEdge Wealth LLC Has $1.24 Million Stock Holdings in Comfort Systems USA, Inc. $FIX

NewEdge Wealth LLC increased its holdings in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 126.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 900 shares of the construction company’s stock after buying an additional 503 shares during the quarter. NewEdge Wealth LLC’s holdings in Comfort Systems USA were worth $1,241,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of FIX. Core Wealth Advisors LLC acquired a new stake in Comfort Systems USA during the 4th quarter worth about $28,000. Kemnay Advisory Services Inc. acquired a new position in shares of Comfort Systems USA in the 4th quarter valued at about $33,000. Farmers & Merchants Investments Inc. increased its holdings in shares of Comfort Systems USA by 29.0% in the 4th quarter. Farmers & Merchants Investments Inc. now owns 40 shares of the construction company’s stock valued at $37,000 after purchasing an additional 9 shares during the period. ORG Partners LLC lifted its position in shares of Comfort Systems USA by 63.0% in the fourth quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after purchasing an additional 17 shares in the last quarter. Finally, JFS Wealth Advisors LLC lifted its position in shares of Comfort Systems USA by 29.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock worth $41,000 after purchasing an additional 10 shares in the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

More Comfort Systems USA News

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

• Positive Sentiment: The company reported Q2 2026 earnings of $12.53 per share, well above analyst estimates and far ahead of last year’s $6.53 per share, showing significant profit growth. Comfort Systems USA Reports Second Quarter 2026 Results
• Positive Sentiment: Revenue also topped expectations at $3.27 billion, with sales up 50.3% year over year, reinforcing the view that demand across Comfort Systems’ construction and services businesses remains strong. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: Management highlighted record backlog growth, which suggests a solid pipeline of future work and supports confidence in continued execution. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: The board raised the quarterly dividend to $0.90 per share from $0.80, a 12.5% increase that signals confidence in cash generation and shareholder returns. Comfort Systems USA Increases Quarterly Dividend
• Neutral Sentiment: Investors are also focusing on the earnings call transcript for guidance on margins, demand trends, and how long the current growth cycle can last. Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript

Insiders Place Their Bets

In other Comfort Systems USA news, Director Franklin Myers sold 6,700 shares of the stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $1,954.47, for a total transaction of $13,094,949.00. Following the transaction, the director directly owned 62,115 shares of the company’s stock, valued at $121,401,904.05. This represents a 9.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Rhoman J. Hardy sold 342 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $1,900.08, for a total value of $649,827.36. Following the transaction, the director owned 1,890 shares in the company, valued at approximately $3,591,151.20. This trade represents a 15.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,778 shares of company stock worth $59,746,124 in the last 90 days. 1.24% of the stock is owned by corporate insiders.

Comfort Systems USA Stock Down 0.3%

Shares of Comfort Systems USA stock opened at $1,728.75 on Monday. The firm has a market cap of $60.83 billion, a price-to-earnings ratio of 42.52 and a beta of 1.66. The company has a debt-to-equity ratio of 0.02, a current ratio of 1.21 and a quick ratio of 1.19. Comfort Systems USA, Inc. has a 52-week low of $648.23 and a 52-week high of $2,073.99. The stock has a 50-day simple moving average of $1,835.76 and a 200-day simple moving average of $1,572.45.

Comfort Systems USA (NYSE:FIX) last released its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 EPS for the quarter, topping analysts’ consensus estimates of $10.45 by $2.08. The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $2.99 billion. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%.The firm’s revenue was up 50.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $6.53 earnings per share. On average, equities research analysts expect that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Stockholders of record on Thursday, August 13th will be paid a dividend of $0.90 per share. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.80. The ex-dividend date is Thursday, August 13th. This represents a $3.60 annualized dividend and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio (DPR) is currently 7.87%.

Analyst Upgrades and Downgrades

Several research firms recently commented on FIX. The Goldman Sachs Group assumed coverage on shares of Comfort Systems USA in a report on Thursday, July 9th. They set a “buy” rating and a $2,159.00 price target for the company. UBS Group upped their price objective on shares of Comfort Systems USA from $1,992.00 to $2,125.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Wall Street Zen lowered shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Sunday, May 10th. Oppenheimer initiated coverage on shares of Comfort Systems USA in a report on Thursday, May 28th. They set an “outperform” rating and a $2,200.00 price target on the stock. Finally, KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price target on the stock in a report on Friday, April 24th. Nine research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Comfort Systems USA has an average rating of “Moderate Buy” and an average price target of $2,015.43.

About Comfort Systems USA

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.