Public Employees Retirement System of Ohio Has $18.62 Million Stock Position in Comfort Systems USA, Inc. $FIX

Public Employees Retirement System of Ohio reduced its position in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 5.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 13,505 shares of the construction company’s stock after selling 852 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in Comfort Systems USA were worth $18,623,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of Comfort Systems USA by 17.0% during the 4th quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock worth $4,022,597,000 after buying an additional 625,567 shares during the period. State Street Corp raised its stake in shares of Comfort Systems USA by 35.6% during the fourth quarter. State Street Corp now owns 1,428,674 shares of the construction company’s stock worth $1,333,367,000 after buying an additional 375,118 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Comfort Systems USA by 39.0% in the fourth quarter. Geode Capital Management LLC now owns 1,185,909 shares of the construction company’s stock valued at $1,103,453,000 after buying an additional 332,441 shares during the period. Invesco Ltd. lifted its holdings in Comfort Systems USA by 7.4% in the third quarter. Invesco Ltd. now owns 1,064,560 shares of the construction company’s stock valued at $878,454,000 after buying an additional 73,727 shares during the period. Finally, AQR Capital Management LLC boosted its stake in Comfort Systems USA by 22.1% in the fourth quarter. AQR Capital Management LLC now owns 1,019,922 shares of the construction company’s stock valued at $951,883,000 after acquiring an additional 184,362 shares during the last quarter. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Comfort Systems USA Price Performance

Shares of FIX opened at $1,728.75 on Friday. The stock has a market capitalization of $60.86 billion, a P/E ratio of 42.52 and a beta of 1.66. Comfort Systems USA, Inc. has a twelve month low of $648.23 and a twelve month high of $2,073.99. The company has a 50 day moving average of $1,835.76 and a 200-day moving average of $1,568.67. The company has a quick ratio of 1.21, a current ratio of 1.24 and a debt-to-equity ratio of 0.01.

Comfort Systems USA (NYSE:FIX) last announced its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 EPS for the quarter, topping analysts’ consensus estimates of $10.45 by $2.08. Comfort Systems USA had a net margin of 12.77% and a return on equity of 57.40%. The business had revenue of $3.27 billion for the quarter, compared to analyst estimates of $2.99 billion. During the same quarter in the previous year, the firm posted $6.53 earnings per share. The firm’s revenue for the quarter was up 50.3% on a year-over-year basis. As a group, equities research analysts forecast that Comfort Systems USA, Inc. will post 43.39 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Shareholders of record on Thursday, August 13th will be paid a $0.90 dividend. This represents a $3.60 annualized dividend and a yield of 0.2%. The ex-dividend date is Thursday, August 13th. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s dividend payout ratio (DPR) is presently 8.85%.

Key Comfort Systems USA News

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

Analysts Set New Price Targets

Several research firms have recently issued reports on FIX. Stifel Nicolaus raised their price target on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. UBS Group upped their price objective on Comfort Systems USA from $1,992.00 to $2,125.00 and gave the company a “buy” rating in a report on Monday, June 8th. Wall Street Zen downgraded Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Sunday, May 10th. KeyCorp raised 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 research note on Friday, April 24th. Finally, Glj Research began coverage on Comfort Systems USA in a report on Monday, April 20th. They set a “buy” rating and a $2,001.00 target price on the stock. Nine research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $2,015.43.

Insider Activity

In other news, Director Rhoman J. Hardy sold 342 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $1,900.08, for a total value of $649,827.36. Following the completion of the transaction, the director owned 1,890 shares in the company, valued at $3,591,151.20. This trade represents a 15.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Julie Shaeff sold 1,123 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the completion of the transaction, the chief accounting officer owned 12,624 shares of the company’s stock, valued at $25,252,670.88. The trade was a 8.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 30,778 shares of company stock worth $59,746,124. 1.24% of the stock is currently owned by company insiders.

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.