Dai ichi Life Insurance Company Ltd Has $12.43 Million Stock Position in Comfort Systems USA, Inc. $FIX

Dai ichi Life Insurance Company Ltd reduced its position in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 5.4% in the 1st quarter, HoldingsChannel reports. The firm owned 9,011 shares of the construction company’s stock after selling 513 shares during the period. Dai ichi Life Insurance Company Ltd’s holdings in Comfort Systems USA were worth $12,426,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Core Wealth Advisors LLC bought a new stake in Comfort Systems USA during the fourth quarter worth about $28,000. Kemnay Advisory Services Inc. bought a new position in shares of Comfort Systems USA in the fourth quarter valued at approximately $33,000. Farmers & Merchants Investments Inc. boosted its holdings in shares of Comfort Systems USA by 29.0% in the 4th quarter. Farmers & Merchants Investments Inc. now owns 40 shares of the construction company’s stock worth $37,000 after acquiring an additional 9 shares in the last quarter. JFS Wealth Advisors LLC boosted its holdings in shares of Comfort Systems USA by 29.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock worth $41,000 after acquiring an additional 10 shares in the last quarter. Finally, ORG Partners LLC boosted its holdings in shares of Comfort Systems USA by 63.0% in the 4th quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after acquiring an additional 17 shares in the last quarter. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Comfort Systems USA

In related news, Director Franklin Myers sold 6,700 shares of the firm’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $1,954.47, for a total value of $13,094,949.00. Following the transaction, 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Brian E. Lane sold 11,113 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $1,969.84, for a total value of $21,890,831.92. Following the completion of the transaction, the insider owned 161,089 shares in the company, valued at approximately $317,319,555.76. This represents a 6.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,778 shares of company stock valued at $59,746,124 over the last ninety days. Company insiders own 1.24% of the company’s stock.

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 Stock Performance

Shares of Comfort Systems USA stock opened at $1,728.75 on Friday. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.24 and a quick ratio of 1.21. The firm has a 50 day simple moving average of $1,835.76 and a 200 day simple moving average of $1,568.67. Comfort Systems USA, Inc. has a fifty-two week low of $648.23 and a fifty-two week high of $2,073.99. The firm has a market cap of $60.85 billion, a P/E ratio of 42.52 and a beta of 1.66.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $10.45 by $2.08. The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $2.99 billion. Comfort Systems USA had a return on equity of 57.40% and a net margin of 12.77%.The business’s revenue for the quarter was up 50.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $6.53 EPS. Sell-side analysts predict that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The company 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. The ex-dividend date is Thursday, August 13th. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.80. This represents a $3.60 dividend on an annualized basis and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio is presently 9.23%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on FIX shares. Erste Group Bank cut Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. The Goldman Sachs Group began coverage on Comfort Systems USA in a research note on Thursday, July 9th. They issued a “buy” rating and a $2,159.00 price objective on the stock. Oppenheimer started coverage on Comfort Systems USA in a report on Thursday, May 28th. They set an “outperform” rating and a $2,200.00 target price on the stock. Zacks Research lowered Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, June 26th. Finally, UBS Group lifted their price target on Comfort Systems USA from $1,992.00 to $2,125.00 and gave the company a “buy” rating in a report on Monday, June 8th. Nine research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $2,015.43.

Comfort Systems USA 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.