Comfort Systems USA (NYSE:FIX) Director Franklin Myers Sells 8,636 Shares

Comfort Systems USA, Inc. (NYSE:FIX) Director Franklin Myers sold 8,636 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $1,472.56, for a total transaction of $12,717,028.16. Following the transaction, the director directly owned 73,995 shares of the company’s stock, valued at $108,962,077.20. The trade was a 10.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

Comfort Systems USA Stock Down 0.6%

Shares of FIX stock opened at $1,430.19 on Friday. The company’s fifty day simple moving average is $1,157.54 and its two-hundred day simple moving average is $956.98. Comfort Systems USA, Inc. has a 52 week low of $276.44 and a 52 week high of $1,500.00. The stock has a market cap of $50.30 billion, a P/E ratio of 49.49 and a beta of 1.67. The company has a quick ratio of 1.19, a current ratio of 1.21 and a debt-to-equity ratio of 0.06.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings data on Thursday, February 19th. The construction company reported $9.37 earnings per share for the quarter, beating analysts’ consensus estimates of $6.75 by $2.62. The firm had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.34 billion. Comfort Systems USA had a return on equity of 48.52% and a net margin of 11.23%.The business’s quarterly revenue was up 41.7% compared to the same quarter last year. During the same quarter last year, the business posted $4.09 earnings per share. Analysts predict that Comfort Systems USA, Inc. will post 16.85 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Friday, March 6th will be paid a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.60. Comfort Systems USA’s dividend payout ratio is presently 8.30%.

Hedge Funds Weigh In On Comfort Systems USA

A number of large investors have recently made changes to their positions in FIX. NewEdge Advisors LLC raised its position in Comfort Systems USA by 41.1% in the 1st quarter. NewEdge Advisors LLC now owns 3,412 shares of the construction company’s stock worth $1,100,000 after purchasing an additional 993 shares during the period. Focus Partners Wealth grew its stake in shares of Comfort Systems USA by 110.6% during the first quarter. Focus Partners Wealth now owns 2,300 shares of the construction company’s stock valued at $741,000 after buying an additional 1,208 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Comfort Systems USA by 40.9% in the second quarter. Sivia Capital Partners LLC now owns 1,079 shares of the construction company’s stock worth $579,000 after buying an additional 313 shares during the period. Oppenheimer Asset Management Inc. lifted its stake in shares of Comfort Systems USA by 1.5% during the 2nd quarter. Oppenheimer Asset Management Inc. now owns 4,049 shares of the construction company’s stock worth $2,171,000 after acquiring an additional 61 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its holdings in Comfort Systems USA by 9.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 81,065 shares of the construction company’s stock valued at $43,468,000 after acquiring an additional 7,022 shares during the period. 96.51% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Comfort Systems USA

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

• Positive Sentiment: Blowout Q4 results and massive backlog — FIX reported Q4 EPS of $9.37 vs. $4.09 a year earlier and revenue of $2.65B, driven by data‑center/new construction demand; year‑end backlog jumped to roughly $11.9B, signaling multi‑quarter visibility for revenue. Read More.
• Positive Sentiment: Record earnings, dividend raise and upgrades — management raised the quarterly dividend (now $0.70), free cash flow exceeded $1B for 2025, and firms including Zacks and DA Davidson have moved to bullish ratings/targets, supporting upside in analyst expectations. Read More.
• Positive Sentiment: Data‑center/AI tailwind and positive coverage — multiple outlets highlight FIX’s fast growth from tech customers (~45% of revenue) and modular/building electrical work as durable growth drivers, underpinning higher price targets from brokers. Read More.
• Neutral Sentiment: Stock‑split discussion — commentators note a potential split could improve retail accessibility but would be cosmetic (no change to fundamentals). Read More.
• Negative Sentiment: Heavy insider selling this week — multiple insiders (including the CEO, CFO and several directors) sold large blocks of shares totaling millions of dollars, which can create short‑term downward pressure or signal liquidity needs. Read More. Read More.
• Negative Sentiment: Valuation and near‑term execution risk — FIX is trading at elevated multiples after the rally; 2026 will require sustaining very tough year‑over‑year comps after nearly doubling EPS in 2025, which raises execution expectations. Read More.

Wall Street Analysts Forecast Growth

FIX has been the subject of a number of recent research reports. Stifel Nicolaus set a $1,611.00 target price on shares of Comfort Systems USA in a report on Monday. Zacks Research upgraded shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. DA Davidson boosted their target price on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a “buy” rating in a report on Monday. Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a research report on Wednesday, January 21st. Finally, Wall Street Zen lowered Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 3rd. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, Comfort Systems USA currently has a consensus rating of “Buy” and a consensus price target of $1,573.67.

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.