U.S. Capital Wealth Advisors LLC Buys New Stake in Comfort Systems USA, Inc. $FIX

U.S. Capital Wealth Advisors LLC purchased a new position in shares of Comfort Systems USA, Inc. (NYSE:FIX) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 4,925 shares of the construction company’s stock, valued at approximately $4,064,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Westfield Capital Management Co. LP lifted its holdings in Comfort Systems USA by 5.3% in the second quarter. Westfield Capital Management Co. LP now owns 936,412 shares of the construction company’s stock worth $502,113,000 after purchasing an additional 46,773 shares during the period. Jones Financial Companies Lllp raised its position in shares of Comfort Systems USA by 2,872,410.3% during the 1st quarter. Jones Financial Companies Lllp now owns 833,028 shares of the construction company’s stock worth $268,510,000 after buying an additional 832,999 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Comfort Systems USA by 0.4% during the 2nd quarter. Geode Capital Management LLC now owns 821,897 shares of the construction company’s stock worth $440,764,000 after buying an additional 3,032 shares in the last quarter. AQR Capital Management LLC lifted its stake in shares of Comfort Systems USA by 47.5% in the 2nd quarter. AQR Capital Management LLC now owns 782,435 shares of the construction company’s stock worth $419,049,000 after acquiring an additional 252,007 shares during the period. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Comfort Systems USA by 3.4% in the second quarter. JPMorgan Chase & Co. now owns 536,906 shares of the construction company’s stock valued at $287,894,000 after acquiring an additional 17,469 shares in the last quarter. Institutional investors own 96.51% of the company’s stock.

Key Stores Impacting Comfort Systems USA

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

• Positive Sentiment: Comfort Systems named Trent T. McKenna, currently EVP & COO, to President & COO effective Jan. 1, 2026 — an internal succession that signals continuity of strategy and operations under CEO Brian Lane, reducing transition risk for investors. Article Title
• Positive Sentiment: Zacks highlights Comfort Systems’ growing cash position and disciplined capital allocation (dividends, buybacks) as reinforcing financial stability and shareholder returns, a thesis that supports higher valuation and investor confidence. Article Title
• Positive Sentiment: Wall Street and independent shops have featured FIX on lists of construction stocks to watch for 2026 (Stifel mention, Zacks top picks, and other buy-the-dip coverage), indicating growing analyst conviction and potential for further inflows. Article Title
• Positive Sentiment: Fund-level interest cited (Brown Advisory mid-cap growth holdings) and bullish write-ups (InsiderMonkey, MSN/Yahoo bull-case pieces) reinforce demand narrative and a positive investor story around growth and margins. Article Title
• Neutral Sentiment: Valuation analysis: recent pieces (Yahoo Finance) flag that FIX has seen strong multi?year gains, prompting valuation scrutiny — investors should weigh growth vs. stretched multiples. Article Title
• Neutral Sentiment: Performance comparisons: coverage comparing FIX to peers outlines it as an outperformer this year, which helps explain momentum but also highlights sensitivity to sector dynamics. Article Title

Analyst Upgrades and Downgrades

FIX has been the topic of several recent analyst reports. UBS Group boosted their target price on Comfort Systems USA from $875.00 to $1,140.00 and gave the stock a “buy” rating in a report on Monday, October 27th. DA Davidson reiterated a “buy” rating and set a $1,200.00 price target on shares of Comfort Systems USA in a research report on Friday. Wall Street Zen raised Comfort Systems USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, December 13th. Zacks Research upgraded Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a report on Tuesday, October 28th. Finally, Stifel Nicolaus lifted their target price on Comfort Systems USA from $1,069.00 to $1,155.00 and gave the stock a “buy” rating in a report on Tuesday, December 16th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $1,011.75.

Insider Activity

In other Comfort Systems USA news, Director Darcy Anderson sold 4,000 shares of the company’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $958.72, for a total transaction of $3,834,880.00. Following the completion of the sale, the director directly owned 22,535 shares of the company’s stock, valued at approximately $21,604,755.20. This represents a 15.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Herman E. Bulls sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $1,013.62, for a total transaction of $2,027,240.00. Following the completion of the transaction, the director owned 30,574 shares of the company’s stock, valued at approximately $30,990,417.88. The trade was a 6.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 26,028 shares of company stock worth $25,381,151. 1.59% of the stock is owned by company insiders.

Comfort Systems USA Price Performance

NYSE FIX opened at $943.47 on Friday. Comfort Systems USA, Inc. has a 1 year low of $276.44 and a 1 year high of $1,036.67. The business’s fifty day moving average is $934.72 and its two-hundred day moving average is $752.42. The stock has a market capitalization of $33.28 billion, a P/E ratio of 39.94 and a beta of 1.64. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.20 and a current ratio of 1.22.

Comfort Systems USA (NYSE:FIX) last released its quarterly earnings data on Monday, August 15th. The construction company reported $0.90 earnings per share for the quarter. The business had revenue of $713.90 million during the quarter. Comfort Systems USA had a return on equity of 43.59% and a net margin of 10.06%. On average, research analysts forecast that Comfort Systems USA, Inc. will post 16.85 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, November 24th. Investors of record on Thursday, November 13th were paid a $0.60 dividend. The ex-dividend date of this dividend was Thursday, November 13th. This represents a $2.40 dividend on an annualized basis and a yield of 0.3%. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.50. Comfort Systems USA’s dividend payout ratio (DPR) is 10.16%.

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.