411 Shares in Comfort Systems USA, Inc. $FIX Acquired by Essex Financial Services Inc.

Essex Financial Services Inc. bought a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 411 shares of the construction company’s stock, valued at approximately $339,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Norges Bank bought a new position in shares of Comfort Systems USA in the second quarter valued at $256,998,000. AQR Capital Management LLC grew its holdings in shares of Comfort Systems USA by 47.5% in the 2nd quarter. AQR Capital Management LLC now owns 782,435 shares of the construction company’s stock worth $419,049,000 after acquiring an additional 252,007 shares during the last quarter. Artisan Partners Limited Partnership acquired a new stake in shares of Comfort Systems USA during the second quarter worth $114,551,000. JPMorgan Chase & Co. raised its position in shares of Comfort Systems USA by 36.8% during the third quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company’s stock worth $606,117,000 after purchasing an additional 197,613 shares during the period. Finally, AMF Tjanstepension AB purchased a new stake in shares of Comfort Systems USA during the third quarter valued at $156,183,000. Institutional investors and hedge funds own 96.51% of the company’s stock.

Comfort Systems USA Stock Performance

FIX stock opened at $1,462.64 on Friday. The firm has a 50 day simple moving average of $1,107.22 and a 200 day simple moving average of $931.05. Comfort Systems USA, Inc. has a 52 week low of $276.44 and a 52 week high of $1,476.94. The stock has a market cap of $51.59 billion, a P/E ratio of 50.61 and a beta of 1.67. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.20 and a current ratio of 1.22.

Comfort Systems USA (NYSE:FIX) last released its earnings results on Thursday, February 19th. The construction company reported $9.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.75 by $2.62. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.34 billion. Comfort Systems USA had a net margin of 11.23% and a return on equity of 51.28%. The company’s revenue was up 41.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.09 EPS. Research analysts anticipate that Comfort Systems USA, Inc. will post 16.85 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders 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 dividend yield of 0.2%. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.60. The ex-dividend date of this dividend is Friday, March 6th. Comfort Systems USA’s dividend payout ratio (DPR) is currently 8.30%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on FIX shares. Stifel Nicolaus lifted their price target on Comfort Systems USA from $1,155.00 to $1,196.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a report on Wednesday, January 21st. Zacks Research downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 26th. DA Davidson restated a “buy” rating and issued a $1,200.00 price target on shares of Comfort Systems USA in a research report on Friday, December 19th. Finally, UBS Group reaffirmed a “buy” rating and issued a $1,310.00 price objective on shares of Comfort Systems USA in a research note on Monday, February 2nd. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,064.50.

Key Comfort Systems USA News

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

• Positive Sentiment: Q4 results materially beat expectations — Comfort Systems reported $9.37 EPS vs. consensus near $6.75 and revenue of $2.65B vs. ~$2.34B, showing strong margin expansion and year‑over‑year revenue growth that supports near‑term profit momentum. MarketBeat Q4 release
• Positive Sentiment: Management and multiple outlets point to AI/data‑center construction as a major demand driver — large data‑center projects are boosting HVAC/electrical work and helped push orders and utilization higher. This structural tailwind is a key reason investors are re‑rating the shares. Benzinga AI/data center demand
• Positive Sentiment: Backlog and growth trajectory improved — commentary and coverage note a sharply higher backlog (orders roughly doubled in 2025 per reports) and accelerating profit growth over several quarters, supporting revenue visibility. Investors Business Daily backlog coverage
• Positive Sentiment: Dividend raised — the board increased the quarterly payout to $0.70 (≈16.7% increase), signaling confidence in cash flow and returning capital to shareholders. Record/ex‑dividend dates were announced. BusinessWire dividend release
• Neutral Sentiment: Conference call / transcript available — investors should review management’s remarks on margin sustainability, project mix and working capital in the Q4 call transcript for guidance nuance. Seeking Alpha transcript
• Neutral Sentiment: Analyst/sector commentary notes industry headwinds — some pieces highlight rising costs and broader HVAC industry pressure, though they also argue companies with data‑center exposure like FIX may outperform. Zacks sector note
• Negative Sentiment: Valuation and recent run‑up raise risk — FIX now trades at a rich P/E (~62) after a large multi‑quarter rally; that elevates expectations and makes the stock sensitive to any slowdown in data‑center spending or margin reversion.

Insider Buying and Selling

In related news, CFO William George III sold 4,370 shares of Comfort Systems USA stock in a transaction on Monday, December 1st. The stock was sold at an average price of $958.88, for a total transaction of $4,190,305.60. Following the completion of the sale, the chief financial officer owned 39,824 shares of the company’s stock, valued at approximately $38,186,437.12. This trade represents a 9.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Laura Finley Howell sold 1,000 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $996.16, for a total value of $996,160.00. Following the completion of the transaction, the senior vice president owned 7,938 shares in the company, valued at $7,907,518.08. This trade represents a 11.19% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 12,528 shares of company stock worth $11,972,106. Corporate insiders own 1.59% of the company’s stock.

Comfort Systems USA Company 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.