Comfort Systems USA, Inc. (NYSE:FIX) Receives $2,015.43 Consensus Price Target from Brokerages

Shares of Comfort Systems USA, Inc. (NYSE:FIX) have received a consensus recommendation of “Moderate Buy” from the twelve analysts that are covering the company, Marketbeat.com reports. Three research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company. The average 12-month price target among brokers that have issued a report on the stock in the last year is $2,015.4286.

A number of analysts have recently commented on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Friday, July 17th. KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 target price on the stock in a report on Friday, April 24th. Wall Street Zen downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. Zacks Research lowered shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, June 26th. Finally, Stifel Nicolaus increased their price target on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the company a “buy” rating in a report on Thursday, April 16th.

Comfort Systems USA Stock Down 5.6%

FIX stock opened at $1,728.75 on Wednesday. The stock has a market capitalization of $60.85 billion, a P/E ratio of 42.52 and a beta of 1.66. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.24 and a quick ratio of 1.21. Comfort Systems USA has a 1-year low of $648.23 and a 1-year high of $2,073.99. The business has a fifty day moving average price of $1,835.76 and a 200-day moving average price of $1,568.67.

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, beating the consensus estimate of $10.45 by $2.08. Comfort Systems USA had a return on equity of 57.40% and a net margin of 12.77%.The company had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $2.99 billion. During the same period last year, the firm posted $6.53 earnings per share. Comfort Systems USA’s revenue was up 50.3% compared to the same quarter last year. Equities analysts forecast that Comfort Systems USA will post 43.39 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Shareholders of record on Thursday, August 13th will be issued a $0.90 dividend. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.80. This represents a $3.60 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Thursday, August 13th. Comfort Systems USA’s dividend payout ratio is currently 9.23%.

Trending Headlines about Comfort Systems USA

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, CAO Julie Shaeff sold 1,123 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the transaction, the chief accounting officer directly owned 12,624 shares of the company’s stock, valued at approximately $25,252,670.88. This trade represents a 8.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Franklin Myers sold 6,700 shares of the business’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $1,954.47, for a total value of $13,094,949.00. Following the sale, the director owned 62,115 shares of the company’s stock, valued at approximately $121,401,904.05. This represents a 9.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 30,778 shares of company stock valued at $59,746,124. 1.24% of the stock is currently owned by company insiders.

Institutional Trading of Comfort Systems USA

Several large investors have recently added to or reduced their stakes in FIX. Signature Equity Partners LLC raised its position in Comfort Systems USA by 16.7% in the first quarter. Signature Equity Partners LLC now owns 35 shares of the construction company’s stock worth $48,000 after acquiring an additional 5 shares during the period. Coston McIsaac & Partners grew its position in shares of Comfort Systems USA by 3.0% during the 1st quarter. Coston McIsaac & Partners now owns 239 shares of the construction company’s stock valued at $329,000 after acquiring an additional 7 shares during the period. Petra Financial Advisors Inc. increased its stake in shares of Comfort Systems USA by 0.7% in the 1st quarter. Petra Financial Advisors Inc. now owns 1,080 shares of the construction company’s stock worth $1,489,000 after purchasing an additional 7 shares in the last quarter. Carolina Wealth Advisors LLC increased its stake in shares of Comfort Systems USA by 63.6% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 18 shares of the construction company’s stock worth $36,000 after purchasing an additional 7 shares in the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC raised its holdings in Comfort Systems USA by 1.4% in the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 572 shares of the construction company’s stock worth $789,000 after purchasing an additional 8 shares during the period. 96.51% of the stock is currently owned by institutional investors.

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.