Oak Harvest Investment Services Grows Position in Comfort Systems USA, Inc. $FIX

Oak Harvest Investment Services lifted its stake in Comfort Systems USA, Inc. (NYSE:FIX) by 7.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 6,199 shares of the construction company’s stock after buying an additional 443 shares during the quarter. Oak Harvest Investment Services’ holdings in Comfort Systems USA were worth $5,786,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of FIX. Toth Financial Advisory Corp purchased a new position in shares of Comfort Systems USA in the third quarter worth $25,000. Quent Capital LLC purchased a new stake in Comfort Systems USA during the third quarter valued at $25,000. Ameriflex Group Inc. raised its stake in Comfort Systems USA by 100.0% during the third quarter. Ameriflex Group Inc. now owns 30 shares of the construction company’s stock valued at $25,000 after purchasing an additional 15 shares in the last quarter. Eastern Bank purchased a new stake in Comfort Systems USA during the third quarter valued at $31,000. Finally, JFS Wealth Advisors LLC raised its stake in Comfort Systems USA by 29.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock valued at $41,000 after purchasing an additional 10 shares in the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Comfort Systems USA Trading Up 2.9%

FIX stock opened at $1,652.49 on Friday. The firm’s fifty day simple moving average is $1,422.35 and its two-hundred day simple moving average is $1,129.31. The company has a quick ratio of 1.19, a current ratio of 1.21 and a debt-to-equity ratio of 0.06. The stock has a market capitalization of $58.13 billion, a price-to-earnings ratio of 57.18 and a beta of 1.60. Comfort Systems USA, Inc. has a twelve month low of $321.95 and a twelve month high of $1,671.95.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings results on Thursday, February 19th. The construction company reported $9.37 EPS for the quarter, topping analysts’ consensus estimates of $6.75 by $2.62. The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.34 billion. Comfort Systems USA had a net margin of 11.23% and a return on equity of 48.52%. The business’s revenue for the quarter was up 41.7% on a year-over-year basis. During the same period in the prior year, the business posted $4.09 earnings per share. As a group, analysts anticipate that Comfort Systems USA, Inc. will post 16.85 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Friday, March 6th were issued a $0.70 dividend. The ex-dividend date was Friday, March 6th. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.60. This represents a $2.80 dividend on an annualized basis and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio (DPR) is currently 9.69%.

Insider Transactions at Comfort Systems USA

In other Comfort Systems USA news, CFO William George III sold 9,000 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $1,434.97, for a total transaction of $12,914,730.00. Following the transaction, the chief financial officer directly owned 37,824 shares in the company, valued at $54,276,305.28. This represents a 19.22% 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, Director Franklin Myers sold 8,636 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $1,472.56, for a total transaction of $12,717,028.16. Following the transaction, the director owned 73,995 shares in the company, valued at approximately $108,962,077.20. The trade was a 10.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 37,288 shares of company stock valued at $53,677,038. Company insiders own 1.59% of the company’s stock.

Key Comfort Systems USA News

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

• Positive Sentiment: Stifel Nicolaus raised its price target (from $1,611 to $1,819) and maintained a Buy rating — a clear catalyst that can attract buyers and support the stock’s recent gains. Stifel Raises Price Target
• Positive Sentiment: KeyCorp published materially higher near‑ and longer‑term EPS forecasts (several quarterly and FY2026/FY2027 estimates well above consensus), signaling stronger expected earnings growth that can justify higher multiples and lift investor sentiment.
• Positive Sentiment: Multiple Zacks pieces highlight momentum and the likelihood of an earnings beat (including a recent one‑week price surge), which can fuel momentum buying ahead of results. Comfort Systems (FIX) Is Up 12.39% in One Week
• Neutral Sentiment: The company scheduled its Q1 2026 results release for after-market close on April 23 and a conference call/webcast on April 24 — a routine event but one that will be the immediate driver of volatility as management discusses results, margins, backlog and guidance. Conference Call and Webcast Announcement
• Negative Sentiment: There was a recent one‑day pullback reported in the press (a -2.61% move on a prior trading day), indicating short‑term profit‑taking and the potential for volatility into the earnings print. Comfort Systems (FIX) Stock Dips While Market Gains

Wall Street Analyst Weigh In

FIX has been the topic of a number of recent research reports. UBS Group reaffirmed a “buy” rating and set a $1,310.00 price target on shares of Comfort Systems USA in a research note on Monday, February 2nd. Zacks Research raised shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Comfort Systems USA in a research note on Wednesday, January 21st. Wall Street Zen downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. Finally, DA Davidson boosted their price objective on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $1,643.00.

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.