Orion Porfolio Solutions LLC Has $9.47 Million Stock Position in Comfort Systems USA, Inc. $FIX

Orion Porfolio Solutions LLC lowered its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 4.0% during the third quarter, HoldingsChannel reports. The fund owned 11,482 shares of the construction company’s stock after selling 483 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Comfort Systems USA were worth $9,474,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Toth Financial Advisory Corp bought a new stake in Comfort Systems USA in the 3rd quarter valued at $25,000. Quent Capital LLC bought a new position in shares of Comfort Systems USA during the 3rd quarter worth about $25,000. Eastern Bank acquired a new position in shares of Comfort Systems USA during the third quarter valued at about $31,000. Avion Wealth raised its position in shares of Comfort Systems USA by 1,800.0% during the third quarter. Avion Wealth now owns 57 shares of the construction company’s stock valued at $47,000 after buying an additional 54 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. bought a new stake in shares of Comfort Systems USA in the third quarter valued at about $83,000. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on FIX shares. Zacks Research upgraded Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 24th. Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a research note on Wednesday, January 21st. Stifel Nicolaus set a $1,611.00 target price on Comfort Systems USA in a research report on Monday, February 23rd. Wall Street Zen downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. Finally, DA Davidson increased their price objective on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $1,573.67.

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, Director Franklin Myers sold 8,636 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $1,472.56, for a total value of $12,717,028.16. Following the sale, the director directly owned 73,995 shares in the company, valued at approximately $108,962,077.20. This trade represents a 10.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director William J. Sandbrook sold 2,500 shares of Comfort Systems USA stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $1,443.32, for a total transaction of $3,608,300.00. Following the transaction, the director directly owned 9,166 shares in the company, valued at approximately $13,229,471.12. This represents a 21.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 37,288 shares of company stock worth $53,677,038. 1.59% of the stock is owned by company insiders.

Comfort Systems USA Stock Down 5.3%

NYSE FIX opened at $1,277.02 on Friday. The stock has a market capitalization of $44.91 billion, a P/E ratio of 44.19 and a beta of 1.63. Comfort Systems USA, Inc. has a 52 week low of $276.44 and a 52 week high of $1,500.00. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.19 and a current ratio of 1.21. The stock has a fifty day moving average of $1,199.30 and a 200-day moving average of $980.52.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings results on Thursday, February 19th. The construction company reported $9.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.75 by $2.62. The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.34 billion. Comfort Systems USA had a return on equity of 48.52% and a net margin of 11.23%.The firm’s revenue for the quarter was up 41.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.09 earnings per share. On average, equities research analysts forecast that Comfort Systems USA, Inc. will post 16.85 EPS for the current year.

Comfort Systems USA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Friday, March 6th will be issued a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 dividend on an annualized basis and a yield of 0.2%. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.60. Comfort Systems USA’s dividend payout ratio (DPR) is presently 8.30%.

Key Headlines Impacting Comfort Systems USA

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

• Positive Sentiment: Record backlog and strong quarter give multi‑year revenue visibility and margin momentum — Comfort reported a blowout quarter and an $11.9B backlog that analysts say supports growth into 2026 and beyond. Article Title
• Positive Sentiment: Pushing into modular data‑center capacity: company is expanding modular build capacity and is targeting ~4M sq ft by 2026, which should extend revenue into 2027–2028 if demand continues. Article Title
• Positive Sentiment: Board raised the quarterly dividend to $0.70 (annualized $2.80), a signal of cash generation and shareholder returns. MarketBeat FIX page
• Neutral Sentiment: Shares have rallied sharply (one‑year surge noted); several analyst notes discuss whether current valuation (high‑30s forward P/E) already prices in the growth, leaving future upside dependent on execution. Article Title
• Negative Sentiment: Insider selling: SVP Terrence Reed and Director Darcy Anderson disclosed sizeable sales in late Feb/early Mar, trimming holdings — a near‑term negative for sentiment and may indicate executive cashing of gains. InsiderTrades alert SEC filing (Darcy Anderson)
• Negative Sentiment: Valuation risk after a 311% one‑year surge — with a high forward P/E, the stock is vulnerable to profit‑taking if execution on modular expansion or backlog conversion slips. Yahoo Finance article

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.