Cwm LLC Has $28.30 Million Holdings in Comfort Systems USA, Inc. $FIX

Cwm LLC boosted its position in Comfort Systems USA, Inc. (NYSE:FIX) by 18.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,320 shares of the construction company’s stock after buying an additional 4,789 shares during the quarter. Cwm LLC’s holdings in Comfort Systems USA were worth $28,297,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of FIX. JPMorgan Chase & Co. grew its stake in Comfort Systems USA by 36.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company’s stock valued at $606,117,000 after buying an additional 197,613 shares during the last quarter. AMF Tjanstepension AB acquired a new position in Comfort Systems USA in the 3rd quarter valued at $156,183,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in Comfort Systems USA by 1,189.1% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 148,312 shares of the construction company’s stock valued at $79,525,000 after buying an additional 136,807 shares during the last quarter. First Trust Advisors LP grew its stake in Comfort Systems USA by 29.8% in the 3rd quarter. First Trust Advisors LP now owns 513,257 shares of the construction company’s stock valued at $423,529,000 after buying an additional 117,892 shares during the last quarter. Finally, Qube Research & Technologies Ltd grew its stake in Comfort Systems USA by 116.4% in the 3rd quarter. Qube Research & Technologies Ltd now owns 216,715 shares of the construction company’s stock valued at $178,829,000 after buying an additional 116,578 shares during the last quarter. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Franklin Myers sold 8,636 shares of Comfort Systems USA stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,472.56, for a total transaction of $12,717,028.16. Following the completion of the transaction, the director directly owned 73,995 shares of the company’s stock, valued at $108,962,077.20. This trade represents a 10.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Brian E. Lane sold 9,365 shares of Comfort Systems USA stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,453.12, for a total transaction of $13,608,468.80. Following the transaction, the insider directly owned 171,523 shares of the company’s stock, valued at $249,243,501.76. This represents a 5.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,288 shares of company stock worth $53,677,038 over the last ninety days. Corporate insiders own 1.59% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Stifel Nicolaus increased their price target on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the company a “buy” rating in a report on Thursday. Wall Street Zen downgraded shares of 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 company a “buy” rating in a report on Monday, February 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Wednesday, January 21st. Finally, UBS Group reissued a “buy” rating and issued a $1,310.00 price target on shares of Comfort Systems USA in a report on Monday, February 2nd. One investment 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. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $1,643.00.

Trending Headlines about Comfort Systems USA

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

• Positive Sentiment: Stifel Nicolaus raised its price target on FIX from $1,611 to $1,819 and kept a “buy” rating, signaling near?term upside from the current levels. Stifel Raises PT
• Positive Sentiment: KeyCorp published far above?consensus forward EPS scenarios (Q1/Q3/Q4 2026 and FY2026–FY2027 estimates well above the consensus), implying analysts expect continued margin expansion and strong earnings growth that could support higher equity value over the next 12–24 months. KeyCorp Estimates
• Positive Sentiment: Multiple Zacks pieces highlight Comfort Systems’ track record of earnings beats and argue the company has the setup to outperform again (strong revenue/margin trends and a history of upside surprises), a bullish catalyst ahead of future quarterly reports. Why FIX Is Poised to Beat
• Neutral Sentiment: Zacks also ran thematic coverage (e.g., “3 reasons growth investors shouldn’t overlook FIX”) and a piece on whether FIX is a buy as analyst sentiment turns positive — useful for longer?term positioning but not immediate price triggers. 3 Reasons Not to Overlook
• Neutral Sentiment: Relative?performance analysis vs. construction peers was published (reviewing how FIX stacks up vs. names like Argan), which helps investors assess sector positioning but doesn’t directly explain today’s move. Peer Performance
• Negative Sentiment: A Zacks note flagged that FIX traded down while the broader market was higher, pointing to profit?taking or short?term technical selling as the likely immediate cause of the decline rather than new fundamental weakness. Stock Dips While Market Gains

Comfort Systems USA Price Performance

Shares of Comfort Systems USA stock opened at $1,605.87 on Friday. 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 firm’s 50-day simple moving average is $1,413.88 and its 200-day simple moving average is $1,123.41. Comfort Systems USA, Inc. has a twelve month low of $321.95 and a twelve month high of $1,671.95. The firm has a market cap of $56.49 billion, a P/E ratio of 55.57 and a beta of 1.60.

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

Comfort Systems USA Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Friday, March 6th were issued a dividend of $0.70 per share. The ex-dividend date of this dividend was Friday, March 6th. This represents a $2.80 annualized dividend and a 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 9.69%.

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.