Secure Asset Management LLC Sells 1,422 Shares of Comfort Systems USA, Inc. $FIX

Secure Asset Management LLC lessened its stake in Comfort Systems USA, Inc. (NYSE:FIX) by 24.5% during the third quarter, Holdings Channel reports. The firm owned 4,380 shares of the construction company’s stock after selling 1,422 shares during the period. Secure Asset Management LLC’s holdings in Comfort Systems USA were worth $3,654,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Toth Financial Advisory Corp purchased a new stake in Comfort Systems USA in the 3rd quarter valued at $25,000. Ameritas Advisory Services LLC bought a new position in shares of Comfort Systems USA during the second quarter valued at about $27,000. Tradewinds Capital Management LLC boosted its holdings in Comfort Systems USA by 37.8% during the second quarter. Tradewinds Capital Management LLC now owns 113 shares of the construction company’s stock worth $61,000 after purchasing an additional 31 shares during the last quarter. Brooklyn Investment Group grew its position in Comfort Systems USA by 259.4% in the 1st quarter. Brooklyn Investment Group now owns 115 shares of the construction company’s stock worth $37,000 after purchasing an additional 83 shares in the last quarter. Finally, Cullen Frost Bankers Inc. increased its stake in Comfort Systems USA by 310.7% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 115 shares of the construction company’s stock valued at $62,000 after buying an additional 87 shares during the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Stifel Nicolaus increased their price target on Comfort Systems USA from $1,069.00 to $1,155.00 and gave the company a “buy” rating in a research report on Tuesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a research note on Wednesday, October 8th. Zacks Research raised shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a report on Tuesday, October 28th. UBS Group raised their price objective on shares of Comfort Systems USA from $875.00 to $1,140.00 and gave the stock a “buy” rating in a report on Monday, October 27th. Finally, William Blair assumed coverage on Comfort Systems USA in a report on Thursday, September 11th. They issued an “outperform” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $1,011.75.

Comfort Systems USA Price Performance

Comfort Systems USA stock opened at $943.47 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.22 and a quick ratio of 1.20. Comfort Systems USA, Inc. has a one year low of $276.44 and a one year high of $1,036.67. The firm has a market capitalization of $33.28 billion, a P/E ratio of 39.94 and a beta of 1.64. The business has a fifty day moving average price of $934.72 and a 200-day moving average price of $750.65.

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

Comfort Systems USA Increases Dividend

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

Key Comfort Systems USA News

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

Insider Activity

In related news, Director Pablo G. Mercado sold 2,500 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $1,005.41, for a total transaction of $2,513,525.00. Following the transaction, the director directly owned 4,000 shares in the company, valued at $4,021,640. This trade represents a 38.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Franklin Myers sold 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $1,006.68, for a total value of $5,033,400.00. Following the completion of the sale, the director owned 82,901 shares of the company’s stock, valued at $83,454,778.68. The trade was a 5.69% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 26,028 shares of company stock worth $25,381,151. 1.59% of the stock is currently owned by insiders.

About Comfort Systems USA

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.