Comfort Systems USA, Inc. $FIX Shares Sold by Hilltop Holdings Inc.

Posted by James Quigley on Jul 25th, 2026

Hilltop Holdings Inc. cut its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 35.0% during the first quarter, Holdings Channel reports. The firm owned 1,572 shares of the construction company’s stock after selling 847 shares during the quarter. Hilltop Holdings Inc.’s holdings in Comfort Systems USA were worth $2,168,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Compound Planning Inc. raised its stake in Comfort Systems USA by 17.5% during the 1st quarter. Compound Planning Inc. now owns 980 shares of the construction company’s stock valued at $1,351,000 after purchasing an additional 146 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in shares of Comfort Systems USA by 12.8% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 252,979 shares of the construction company’s stock worth $348,856,000 after purchasing an additional 28,712 shares in the last quarter. Liberty One Investment Management LLC lifted its stake in Comfort Systems USA by 28.9% in the first quarter. Liberty One Investment Management LLC now owns 263 shares of the construction company’s stock valued at $363,000 after acquiring an additional 59 shares during the last quarter. Gibbs Wealth Management lifted its stake in shares of Comfort Systems USA by 56.4% in the 1st quarter. Gibbs Wealth Management now owns 563 shares of the construction company’s stock valued at $776,000 after purchasing an additional 203 shares during the last quarter. Finally, Sei Investments Co. lifted its position in shares of Comfort Systems USA by 30.6% in the first quarter. Sei Investments Co. now owns 70,746 shares of the construction company’s stock worth $97,559,000 after buying an additional 16,592 shares during the last quarter. Institutional investors and hedge funds own 96.51% of the company’s stock.

Comfort Systems USA Price Performance

Comfort Systems USA stock opened at $1,728.75 on Friday. Comfort Systems USA, Inc. has a 12-month low of $648.23 and a 12-month high of $2,073.99. The business’s 50-day simple moving average is $1,835.76 and its 200 day simple moving average is $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. The stock has a market cap of $60.85 billion, a price-to-earnings ratio of 42.52 and a beta of 1.66.

Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share for the quarter, beating the consensus estimate 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 period in the prior year, the business posted $6.53 earnings per share. Comfort Systems USA’s revenue was up 50.3% compared to the same quarter last year. As a group, research analysts anticipate that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Stockholders of record on Thursday, August 13th will be given a dividend of $0.90 per share. This represents a $3.60 annualized dividend and a dividend 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 is presently 9.23%.

Insider Transactions at Comfort Systems USA

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 transaction of $649,827.36. Following the sale, the director owned 1,890 shares of the company’s stock, valued at $3,591,151.20. This trade represents a 15.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Franklin Myers sold 6,700 shares of the firm’s stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $1,954.47, for a total transaction of $13,094,949.00. Following the sale, the director owned 62,115 shares in the company, valued at $121,401,904.05. This trade represents a 9.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 30,778 shares of company stock valued at $59,746,124. Corporate insiders own 1.24% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on FIX shares. Glj Research started coverage on shares of Comfort Systems USA in a research note on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price objective for the company. UBS Group raised their price objective on Comfort Systems USA from $1,992.00 to $2,125.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. KeyCorp upgraded shares of 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 report on Friday, April 24th. The Goldman Sachs Group started coverage on Comfort Systems USA in a research note on Thursday, July 9th. They issued a “buy” rating and a $2,159.00 price target on the stock. Finally, Oppenheimer began coverage on shares of Comfort Systems USA in a research note on Thursday, May 28th. They set an “outperform” rating and a $2,200.00 price objective on the stock. Nine investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Comfort Systems USA has an average rating of “Moderate Buy” and a consensus target price of $2,015.43.

Check Out Our Latest Stock Analysis on Comfort Systems USA

Key Stories Impacting Comfort Systems USA

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

Comfort Systems USA Profile

(Free Report)

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.