Stonebridge Financial Group LLC MO Invests $369,000 in Comfort Systems USA, Inc. $FIX

Stonebridge Financial Group LLC MO acquired a new position in Comfort Systems USA, Inc. (NYSE:FIX) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 395 shares of the construction company’s stock, valued at approximately $369,000.

Several other institutional investors have also recently made changes to their positions in FIX. Independent Advisor Alliance raised its stake in Comfort Systems USA by 1.5% during the 4th quarter. Independent Advisor Alliance now owns 6,064 shares of the construction company’s stock valued at $5,659,000 after purchasing an additional 91 shares during the period. Legacy Financial Advisors Inc. bought a new stake in Comfort Systems USA in the 4th quarter worth approximately $393,000. World Investment Advisors increased its stake in Comfort Systems USA by 31.4% in the 4th quarter. World Investment Advisors now owns 1,689 shares of the construction company’s stock worth $1,518,000 after acquiring an additional 404 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in Comfort Systems USA by 63.3% in the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 12,773 shares of the construction company’s stock worth $11,921,000 after acquiring an additional 4,950 shares during the last quarter. Finally, Hartford Investment Management Co. bought a new stake in Comfort Systems USA in the 4th quarter worth approximately $1,896,000. Institutional investors own 96.51% of the company’s stock.

Insider Activity

In related news, CFO William George III sold 1,000 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $2,020.96, for a total transaction of $2,020,960.00. Following the completion of the sale, the chief financial officer directly owned 32,804 shares in the company, valued at $66,295,571.84. This represents a 2.96% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Brian E. Lane sold 11,113 shares of the company’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 transaction, the insider directly owned 161,089 shares in the company, valued at $317,319,555.76. This represents a 6.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 61,024 shares of company stock worth $99,678,386 over the last ninety days. 1.24% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

FIX has been the topic of a number of research reports. DA Davidson lifted their price objective on Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. UBS Group lifted their price objective on Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Stifel Nicolaus lifted their price objective on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. KeyCorp raised Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price objective on the stock in a research note on Friday, April 24th. Finally, Glj Research initiated coverage on Comfort Systems USA in a research note on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price objective on the stock. Seven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Comfort Systems USA currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,923.20.

Comfort Systems USA Stock Performance

Shares of Comfort Systems USA stock opened at $2,017.30 on Wednesday. The stock’s fifty day moving average is $1,562.77 and its two-hundred day moving average is $1,240.28. The company has a market capitalization of $71.01 billion, a PE ratio of 58.20 and a beta of 1.70. The company has a quick ratio of 1.21, a current ratio of 1.24 and a debt-to-equity ratio of 0.01. Comfort Systems USA, Inc. has a 52 week low of $452.04 and a 52 week high of $2,045.14.

Comfort Systems USA (NYSE:FIX) last announced its quarterly earnings data on Thursday, April 23rd. The construction company reported $10.51 EPS for the quarter, beating the consensus estimate of $6.81 by $3.70. The company had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.39 billion. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.Comfort Systems USA’s quarterly revenue was up 56.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.75 EPS. As a group, analysts expect that Comfort Systems USA, Inc. will post 43.17 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Friday, May 15th will be issued a $0.80 dividend. The ex-dividend date is Friday, May 15th. This represents a $3.20 annualized dividend and a dividend yield of 0.2%. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. Comfort Systems USA’s dividend payout ratio (DPR) is currently 8.08%.

Comfort Systems USA News Summary

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

• Positive Sentiment: Comfort Systems recently increased its quarterly dividend to $0.80 per share from $0.70, signaling management confidence in cash generation and shareholder returns. 5 Stocks Positioned to Win the AI Data Center Buildout
• Positive Sentiment: The company reported strong quarterly results on April 23, with EPS of $10.51 versus $6.81 expected and revenue of $2.87 billion versus $2.39 billion expected, helped by 56.5% year-over-year revenue growth.
• Positive Sentiment: Analysts remain broadly constructive, with several recent price-target increases and a consensus rating of “Moderate Buy,” supporting the stock’s longer-term momentum.
• Neutral Sentiment: Articles noted continued interest tied to data-center construction demand and the company’s role in AI-related infrastructure spending, which can support the growth story but was not a new company-specific announcement. Comfort Systems USA (FIX) Rallied on Strong Demand from Data Center Construction
• Negative Sentiment: CFO William George III sold 1,000 shares at an average price of $2,020.96, and the filing followed a larger 4,000-share sale days earlier, adding to concerns that insiders may be taking profits after the stock’s sharp advance.
• Negative Sentiment: CAO Julie Shaeff also sold 1,123 shares at an average price of $2,000.37, reinforcing the short-term headwind from insider selling.

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.