RFG Advisory LLC Sells 384 Shares of Comfort Systems USA, Inc. $FIX

RFG Advisory LLC trimmed its position in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 11.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,082 shares of the construction company’s stock after selling 384 shares during the quarter. RFG Advisory LLC’s holdings in Comfort Systems USA were worth $2,877,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Comfort Systems USA by 17.0% in the 4th quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock valued at $4,022,597,000 after purchasing an additional 625,567 shares during the period. JPMorgan Chase & Co. grew its position in Comfort Systems USA by 36.8% during the third 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 period. AMF Tjanstepension AB bought a new position in Comfort Systems USA during the third quarter valued at about $156,183,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its holdings in Comfort Systems USA by 1,189.1% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 148,312 shares of the construction company’s stock worth $79,525,000 after buying an additional 136,807 shares during the last quarter. Finally, First Trust Advisors LP raised its position in Comfort Systems USA by 29.8% in the third quarter. First Trust Advisors LP now owns 513,257 shares of the construction company’s stock worth $423,529,000 after acquiring an additional 117,892 shares during the period. 96.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

FIX has been the topic of a number of research analyst reports. Wall Street Zen upgraded shares of Comfort Systems USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a research note on Monday, April 20th. Zacks Research cut shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a report on Friday, April 24th. Stifel Nicolaus boosted their price objective on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, DA Davidson raised their price target on 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. Seven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Comfort Systems USA presently has an average rating of “Moderate Buy” and a consensus price target of $1,923.20.

Comfort Systems USA Trading Down 3.6%

Shares of FIX stock opened at $1,939.47 on Friday. The business has a 50-day moving average of $1,529.16 and a 200 day moving average of $1,215.34. 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, Inc. has a 1-year low of $430.79 and a 1-year high of $2,018.05. The stock has a market capitalization of $68.27 billion, a PE ratio of 55.96 and a beta of 1.70.

Comfort Systems USA (NYSE:FIX) last posted its earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.81 by $3.70. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The firm had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.39 billion. During the same period in the previous year, the firm earned $4.75 earnings per share. The business’s revenue was up 56.5% compared to the same quarter last year. As a group, sell-side analysts anticipate that Comfort Systems USA, Inc. will post 43.42 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th will be paid a $0.80 dividend. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.70. This represents a $3.20 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Friday, May 15th. Comfort Systems USA’s payout ratio is currently 8.08%.

Key Comfort Systems USA News

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

• Positive Sentiment: Q1 beat and huge backlog — FIX reported a blowout quarter (revenue $2.87B, EPS $10.51) with backlog soaring to roughly $12.45B, underpinning near-term revenue visibility and the company’s growth story. Seeking Alpha Q1 coverage
• Positive Sentiment: Data-center demand and capacity expansion — Management is adding modular capacity to capture data-center and tech-driven HVAC projects, supporting higher-margin large-scale work. Yahoo: modular expansion
• Positive Sentiment: Analyst support and institutional accumulation — Multiple firms (Stifel, UBS, KeyCorp and others) have raised targets or reiterated buys after Q1; major institutions increased positions last quarter, signaling confidence. InsiderMonkey: Stifel reiteration
• Positive Sentiment: Dividend increase — Company raised the quarterly dividend to $0.80, a small cash return that may support longer-term investor demand ahead of the ex-dividend date. MarketBeat: dividend & analyst notes
• Neutral Sentiment: Momentum / market narratives — Coverage in multiple outlets highlights FIX as a top engineering/growth pick for 2026, which helps sentiment but can be cyclical. Yahoo: best engineering stocks
• Neutral Sentiment: Price performance has been extreme — recent commentary asks whether to buy or wait after a very strong run; that debate can keep intraday moves choppy. Zacks: surge / buy or wait
• Negative Sentiment: Insider sale — Director/officer Brian E. Lane sold 11,113 shares (~$21.9M), reducing his stake; large insider sales can prompt short-term selling or signal reduced conviction to some investors. SEC Form 4
• Negative Sentiment: Valuation concerns — Commentators note FIX’s rich multiples after the rally (P/E well above peers), which can trigger profit-taking and make the stock sensitive to any execution or margin hiccups. Seeking Alpha: valuation discussion
• Negative Sentiment: Quick rally increases volatility risk — strong month-to-month gains have attracted momentum traders and short-term profit-taking, which can pressure the price on any mixed headlines. Zacks: bull coverage

Insider Activity at Comfort Systems USA

In other news, Director Darcy Anderson sold 4,500 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $1,369.74, for a total value of $6,163,830.00. Following the completion of the transaction, the director owned 18,035 shares in the company, valued at $24,703,260.90. The trade was a 19.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Terrence Reed sold 1,116 shares of the company’s stock in a transaction dated 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 owned 2,834 shares in the company, valued at $3,960,033.22. This represents a 28.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 50,401 shares of company stock valued at $79,056,765 over the last ninety days. Corporate insiders own 1.24% of the company’s stock.

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.