Private Advisory Group LLC Acquires New Position in Comfort Systems USA, Inc. $FIX

Private Advisory Group LLC purchased a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,703 shares of the construction company’s stock, valued at approximately $1,405,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Westfield Capital Management Co. LP lifted its stake in shares of Comfort Systems USA by 5.3% during the 2nd quarter. Westfield Capital Management Co. LP now owns 936,412 shares of the construction company’s stock valued at $502,113,000 after buying an additional 46,773 shares in the last quarter. Geode Capital Management LLC raised its holdings in Comfort Systems USA by 0.4% during the second quarter. Geode Capital Management LLC now owns 821,897 shares of the construction company’s stock valued at $440,764,000 after acquiring an additional 3,032 shares during the period. AQR Capital Management LLC lifted its position in shares of Comfort Systems USA by 47.5% in the second quarter. AQR Capital Management LLC now owns 782,435 shares of the construction company’s stock valued at $419,049,000 after acquiring an additional 252,007 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Comfort Systems USA by 36.8% in the third quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company’s stock worth $606,117,000 after acquiring an additional 197,613 shares during the period. Finally, Norges Bank bought a new position in shares of Comfort Systems USA in the second quarter worth about $256,998,000. 96.51% of the stock is owned by hedge funds and other institutional investors.

Comfort Systems USA Stock Performance

Shares of NYSE:FIX opened at $1,462.64 on Monday. The firm has a fifty day simple moving average of $1,107.22 and a two-hundred day simple moving average of $934.43. Comfort Systems USA, Inc. has a 52 week low of $276.44 and a 52 week high of $1,476.94. The company has a quick ratio of 1.19, a current ratio of 1.21 and a debt-to-equity ratio of 0.06. The stock has a market capitalization of $51.44 billion, a P/E ratio of 50.61 and a beta of 1.67.

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

Comfort Systems USA Increases Dividend

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

Insider Buying and Selling at Comfort Systems USA

In related news, SVP Laura Finley Howell sold 1,000 shares of the stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $996.16, for a total transaction of $996,160.00. Following the sale, the senior vice president owned 7,938 shares in the company, valued at approximately $7,907,518.08. This represents a 11.19% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO William George III sold 4,370 shares of Comfort Systems USA stock in a transaction on Monday, December 1st. The stock was sold at an average price of $958.88, for a total transaction of $4,190,305.60. Following the transaction, the chief financial officer directly owned 39,824 shares of the company’s stock, valued at $38,186,437.12. The trade was a 9.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.59% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on FIX shares. Wall Street Zen downgraded Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a research report on Wednesday, January 21st. DA Davidson restated a “buy” rating and set a $1,200.00 target price on shares of Comfort Systems USA in a research report on Friday, December 19th. Stifel Nicolaus lifted their price target on shares of Comfort Systems USA from $1,155.00 to $1,196.00 and gave the company a “buy” rating in a report on Monday, January 26th. Finally, UBS Group reiterated a “buy” rating and issued a $1,310.00 price target on shares of Comfort Systems USA in a research note on Monday, February 2nd. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,064.50.

Key Comfort Systems USA News

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

• Positive Sentiment: Q4 results materially beat expectations — Comfort Systems reported $9.37 EPS vs. consensus near $6.75 and revenue of $2.65B vs. ~$2.34B, showing strong margin expansion and year‑over‑year revenue growth that supports near‑term profit momentum. MarketBeat Q4 release
• Positive Sentiment: Management and multiple outlets point to AI/data‑center construction as a major demand driver — large data‑center projects are boosting HVAC/electrical work and helped push orders and utilization higher. This structural tailwind is a key reason investors are re‑rating the shares. Benzinga AI/data center demand
• Positive Sentiment: Backlog and growth trajectory improved — commentary and coverage note a sharply higher backlog (orders roughly doubled in 2025 per reports) and accelerating profit growth over several quarters, supporting revenue visibility. Investors Business Daily backlog coverage
• Positive Sentiment: Dividend raised — the board increased the quarterly payout to $0.70 (≈16.7% increase), signaling confidence in cash flow and returning capital to shareholders. Record/ex‑dividend dates were announced. BusinessWire dividend release
• Neutral Sentiment: Conference call / transcript available — investors should review management’s remarks on margin sustainability, project mix and working capital in the Q4 call transcript for guidance nuance. Seeking Alpha transcript
• Neutral Sentiment: Analyst/sector commentary notes industry headwinds — some pieces highlight rising costs and broader HVAC industry pressure, though they also argue companies with data‑center exposure like FIX may outperform. Zacks sector note
• Negative Sentiment: Valuation and recent run‑up raise risk — FIX now trades at a rich P/E (~62) after a large multi‑quarter rally; that elevates expectations and makes the stock sensitive to any slowdown in data‑center spending or margin reversion.

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.