Comfort Systems USA, Inc. $FIX Stock Holdings Lessened by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC cut its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 4.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor 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 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Private Client Services LLC lifted its position in shares of Comfort Systems USA by 624.4% in the 3rd quarter. Private Client Services LLC now owns 2,731 shares of the construction company’s stock valued at $2,254,000 after acquiring an additional 2,354 shares in the last quarter. Brown Advisory Inc. boosted its stake in Comfort Systems USA by 2,271.3% in the 2nd quarter. Brown Advisory Inc. now owns 16,528 shares of the construction company’s stock worth $8,863,000 after purchasing an additional 15,831 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in Comfort Systems USA by 19.2% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 15,277 shares of the construction company’s stock worth $12,474,000 after purchasing an additional 2,461 shares in the last quarter. Triasima Portfolio Management inc. purchased a new position in Comfort Systems USA during the 3rd quarter worth approximately $2,392,000. Finally, Calamos Advisors LLC acquired a new stake in Comfort Systems USA during the 3rd quarter valued at $1,527,000. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Comfort Systems USA news, SVP Terrence Reed sold 1,116 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $1,397.33, for a total transaction of $1,559,420.28. Following the transaction, the senior vice president directly owned 2,834 shares of the company’s stock, valued at $3,960,033.22. This represents a 28.25% 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 Darcy Anderson sold 4,500 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $1,369.74, for a total value of $6,163,830.00. Following the transaction, the director directly owned 18,035 shares in the company, valued at approximately $24,703,260.90. This represents a 19.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,288 shares of company stock worth $53,677,038 in the last 90 days. 1.59% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

FIX has been the subject of several research analyst reports. UBS Group reissued a “buy” rating and issued a $1,310.00 price objective on shares of Comfort Systems USA in a research note on Monday, February 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Comfort Systems USA in a research note on Wednesday, January 21st. Wall Street Zen downgraded Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 3rd. DA Davidson increased their price target on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. Finally, Zacks Research upgraded shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $1,573.67.

Key Comfort Systems USA News

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

Comfort Systems USA Stock Performance

Shares of NYSE FIX opened at $1,277.02 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.21 and a quick ratio of 1.19. Comfort Systems USA, Inc. has a one year low of $276.44 and a one year high of $1,500.00. The business’s 50-day moving average price is $1,199.30 and its two-hundred day moving average price is $980.52. The company has a market capitalization of $44.91 billion, a P/E ratio of 44.19 and a beta of 1.63.

Comfort Systems USA (NYSE:FIX) last announced 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. Comfort Systems USA had a return on equity of 48.52% and a net margin of 11.23%.The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.34 billion. During the same period in the previous year, the company earned $4.09 EPS. The firm’s revenue was up 41.7% on a year-over-year basis. Analysts anticipate that Comfort Systems USA, Inc. will post 16.85 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 Tuesday, March 17th. Stockholders of record on Friday, March 6th will be issued a dividend of $0.70 per share. 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%. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.60. Comfort Systems USA’s payout ratio is 8.30%.

Comfort Systems USA Company 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.