Comfort Systems USA, Inc. $FIX Stock Acquired by Strategic Planning Group LLC

Strategic Planning Group LLC lifted its position in Comfort Systems USA, Inc. (NYSE:FIX) by 18.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 17,239 shares of the construction company’s stock after buying an additional 2,649 shares during the period. Comfort Systems USA comprises 3.0% of Strategic Planning Group LLC’s portfolio, making the stock its 11th largest holding. Strategic Planning Group LLC’s holdings in Comfort Systems USA were worth $28,516,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Jones Financial Companies Lllp bought a new position in Comfort Systems USA in the 2nd quarter valued at approximately $26,000. Avalon Trust Co purchased a new stake in Comfort Systems USA during the 2nd quarter valued at $32,000. Field & Main Bank purchased a new stake in Comfort Systems USA during the 2nd quarter valued at $32,000. Carolina Wealth Advisors LLC increased its holdings in shares of Comfort Systems USA by 63.6% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 18 shares of the construction company’s stock worth $36,000 after purchasing an additional 7 shares in the last quarter. Finally, Glynn Capital Management LLC increased its holdings in shares of Comfort Systems USA by 58.3% in the 3rd quarter. Glynn Capital Management LLC now owns 19 shares of the construction company’s stock worth $31,000 after purchasing an additional 7 shares in the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Insider Activity

In other news, insider Brian Lane sold 16,024 shares of the stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $1,608.21, for a total value of $25,769,957.04. Following the transaction, the insider owned 145,065 shares in the company, valued at $233,294,983.65. This represents a 9.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO William George, III sold 2,554 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,859.65, for a total transaction of $4,749,546.10. Following the completion of the transaction, the chief financial officer directly owned 30,250 shares in the company, valued at approximately $56,254,412.50. The trade was a 7.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 26,078 shares of company stock valued at $43,211,828 in the last quarter. 1.24% of the stock is currently owned by insiders.

Key Comfort Systems USA News

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

Analysts Set New Price Targets

FIX has been the topic of a number of research analyst reports. KeyCorp upped their price target on Comfort Systems USA from $2,110.00 to $2,125.00 and gave the company an “overweight” rating in a report on Thursday, October 15th. UBS Group reiterated a “buy” rating on shares of Comfort Systems USA in a report on Friday. Erste Group Bank downgraded Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. DA Davidson initiated coverage on Comfort Systems USA in a research report on Friday, August 21st. They issued a “buy” rating and a $2,100.00 target price for the company. Finally, Stifel Nicolaus set a $1,910.00 target price on shares of Comfort Systems USA and gave the company a “buy” rating in a research note on Monday, July 27th. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Comfort Systems USA currently has a consensus rating of “Moderate Buy” and a consensus target price of $2,044.43.

Comfort Systems USA Trading Down 9.1%

NYSE:FIX opened at $1,273.29 on Friday. The company has a market cap of $44.81 billion, a PE 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 has a 50 day simple moving average of $1,616.95 and a two-hundred day simple moving average of $1,731.34. Comfort Systems USA, Inc. has a 12 month low of $791.36 and a 12 month high of $2,073.99.

Comfort Systems USA (NYSE:FIX) last released its quarterly earnings results on Thursday, October 22nd. The construction company reported $13.91 earnings per share for the quarter, beating the consensus estimate of $12.85 by $1.06. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%. The firm had revenue of $3.77 billion for the quarter, compared to analysts’ expectations of $3.40 billion. During the same period in the prior year, the firm earned $8.25 EPS. The company’s revenue was up 53.7% compared to the same quarter last year. Research analysts forecast that Comfort Systems USA, Inc. will post 48.80 earnings per share for the current year.

Comfort Systems USA Cuts Dividend

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

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.