Comfort Systems USA, Inc. $FIX Stock Purchased by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. increased its position in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 17.2% during the 3rd quarter, Holdings Channel reports. The firm owned 4,962 shares of the construction company’s stock after acquiring an additional 727 shares during the period. Crossmark Global Holdings Inc.’s holdings in Comfort Systems USA were worth $8,208,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Jones Financial Companies Lllp purchased a new position in shares of Comfort Systems USA in the second quarter valued at about $26,000. Glynn Capital Management LLC increased its holdings in Comfort Systems USA by 58.3% in the 3rd quarter. Glynn Capital Management LLC now owns 19 shares of the construction company’s stock valued at $31,000 after acquiring an additional 7 shares during the last quarter. Avalon Trust Co bought a new stake in Comfort Systems USA in the 2nd quarter valued at $32,000. Field & Main Bank purchased a new stake in Comfort Systems USA in the 2nd quarter worth $32,000. Finally, Nvwm LLC purchased a new stake in Comfort Systems USA in the 3rd quarter worth $35,000. 96.51% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CFO William George, III sold 2,554 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,859.65, for a total value of $4,749,546.10. Following the sale, the chief financial officer directly owned 30,250 shares of the company’s stock, valued at $56,254,412.50. This represents a 7.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Brian Lane sold 16,024 shares of the firm’s stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $1,608.21, for a total transaction of $25,769,957.04. Following the completion of the sale, the insider directly owned 145,065 shares of the company’s stock, valued at approximately $233,294,983.65. The trade was a 9.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 26,078 shares of company stock valued at $43,211,828 in the last ninety days. 1.24% of the stock is owned by company insiders.

Comfort Systems USA Trading Down 9.1%

Shares of FIX opened at $1,273.29 on Friday. Comfort Systems USA, Inc. has a twelve month low of $791.36 and a twelve month high of $2,073.99. The company has a market cap of $44.81 billion, a P/E ratio of 31.32 and a beta of 1.66. The company has a current ratio of 1.21, a quick ratio of 1.19 and a debt-to-equity ratio of 0.02. The company’s fifty day simple moving average is $1,616.95 and its 200-day simple moving average is $1,731.34.

Comfort Systems USA (NYSE:FIX) last released its earnings results on Thursday, October 22nd. The construction company reported $13.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $12.85 by $1.06. Comfort Systems USA had a net margin of 12.77% and a return on equity of 53.55%. The firm had revenue of $3.77 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same quarter last year, the business earned $8.25 EPS. The business’s revenue was up 53.7% on a year-over-year basis. As a group, analysts expect that Comfort Systems USA, Inc. will post 48.80 EPS for the current year.

Comfort Systems USA Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, November 23rd. Investors of record on Thursday, November 12th will be given a $0.10 dividend. This is a decrease from Comfort Systems USA’s previous quarterly dividend of $0.90. The ex-dividend date of this dividend is Thursday, November 12th. This represents a $0.40 dividend on an annualized basis and a yield of 0.0%. Comfort Systems USA’s dividend payout ratio is currently 8.85%.

Wall Street Analysts Forecast Growth

Several research firms have commented on FIX. UBS Group reissued a “buy” rating on shares of Comfort Systems USA in a report on Tuesday, September 15th. Zacks Research cut Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. DA Davidson started coverage on Comfort Systems USA in a report on Friday, August 21st. They issued a “buy” rating and a $2,100.00 target price on the stock. Erste Group Bank downgraded Comfort Systems USA from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Finally, KeyCorp increased their price target on Comfort Systems USA from $2,110.00 to $2,125.00 and gave the company an “overweight” rating in a research note on Thursday, October 15th. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $2,044.43.

Comfort Systems USA News Summary

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

• Positive Sentiment: Third-quarter earnings reached $13.91 per share, up from $8.25 a year earlier and above estimates of $12.71–$12.85. Revenue rose to $3.77 billion, exceeding the approximately $3.40 billion consensus forecast. Comfort Systems Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Backlog reportedly doubled to $17.81 billion, strengthening visibility into future construction and contracting revenue and supporting the long-term growth outlook. Comfort Systems Q3 2026 Backlog
• Positive Sentiment: The board increased the quarterly dividend by $0.10 to $1.00 per share, payable November 23 to eligible shareholders. The hike signals confidence in cash generation, although the indicated yield remains modest at roughly 0.3%. Comfort Systems Increases Quarterly Dividend
• Neutral Sentiment: Comfort Systems announced a 2027 leadership transition. The change may be monitored by investors, but the available report does not indicate an immediate change to strategy or financial guidance. Comfort Systems Announces 2027 Leadership Transition
• Negative Sentiment: The shares decreased even after the earnings beat, suggesting that expectations were already elevated and investors may be taking profits or reassessing the stock’s premium valuation. The shares remain below their 50-day and 200-day moving averages, indicating continued technical pressure. Comfort Systems Reports Upbeat Q3 but Stock Drops

Comfort Systems USA Profile

Comfort Systems USA, Inc (NYSE:FIX) is a provider of mechanical and electrical contracting services for commercial, industrial, and institutional customers. The company designs, installs, maintains, repairs, and replaces heating, ventilation, air conditioning, and temperature-control systems, as well as plumbing, piping, electrical, and related building systems.

Its services support new construction, building renovations, facility upgrades, and ongoing maintenance. Comfort Systems USA also provides specialized services for data centers, manufacturing facilities, healthcare buildings, educational institutions, and other complex commercial and industrial projects.

Founded in 1997 and headquartered in Houston, Texas, the company operates through a network of regional contracting businesses serving customers across the United States.