Securian Asset Management Inc. Sells 1,725 Shares of Comfort Systems USA, Inc. $FIX

Securian Asset Management Inc. lowered its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 64.3% in the 4th quarter, HoldingsChannel reports. The firm owned 957 shares of the construction company’s stock after selling 1,725 shares during the quarter. Securian Asset Management Inc.’s holdings in Comfort Systems USA were worth $893,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the company. Quent Capital LLC bought a new position in Comfort Systems USA during the third quarter valued at $25,000. Ameriflex Group Inc. lifted its position in shares of Comfort Systems USA by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 30 shares of the construction company’s stock valued at $25,000 after buying an additional 15 shares during the last quarter. Eastern Bank purchased a new position in shares of Comfort Systems USA during the 3rd quarter valued at $31,000. Farmers & Merchants Investments Inc. grew its stake in shares of Comfort Systems USA by 29.0% during 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 during the period. Finally, JFS Wealth Advisors LLC grew its stake in shares of Comfort Systems USA by 29.4% during 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 during the period. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Comfort Systems USA Price Performance

Shares of NYSE FIX opened at $2,033.39 on Thursday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24. Comfort Systems USA, Inc. has a fifty-two week low of $452.04 and a fifty-two week high of $2,050.00. The stock has a market cap of $71.58 billion, a PE ratio of 58.67 and a beta of 1.70. The stock has a fifty day moving average of $1,574.70 and a 200-day moving average of $1,248.77.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings data on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.81 by $3.70. The business had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.39 billion. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The firm’s quarterly revenue was up 56.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.75 EPS. Equities research analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th will be given a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.70. The ex-dividend date is Friday, May 15th. Comfort Systems USA’s dividend payout ratio (DPR) is 8.08%.

Insider Buying and Selling

In other Comfort Systems USA news, CFO William George III sold 9,000 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $1,434.97, for a total value of $12,914,730.00. Following the sale, the chief financial officer directly owned 37,824 shares in the company, valued at $54,276,305.28. This represents a 19.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 completion of the transaction, the director directly owned 73,995 shares of the company’s stock, valued at approximately $108,962,077.20. The trade was a 10.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 61,024 shares of company stock valued at $99,678,386 in the last three months. Insiders own 1.24% of the company’s stock.

Wall Street Analyst Weigh In

FIX has been the topic of a number of research reports. UBS Group boosted their price objective on Comfort Systems USA from $1,680.00 to $1,992.00 and gave the company a “buy” rating in a research note on Monday, April 27th. DA Davidson increased 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 research report on Monday, February 23rd. KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 target price for the company in a research note on Friday, April 24th. Zacks Research lowered shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 24th. Finally, Wall Street Zen cut shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Sunday. Seven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,923.20.

Key Stories Impacting Comfort Systems USA

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

• Positive Sentiment: Comfort Systems USA reported exceptional first-quarter 2026 results, with EPS of $10.51 versus $4.75 a year ago, and revenue of $2.87 billion versus $2.39 billion expected. The Zacks commentary highlights that margin expansion may be becoming a key driver of earnings growth, which supports the bullish case for FIX.
• Positive Sentiment: The company recently raised its quarterly dividend to $0.80 per share from $0.70, signaling confidence in cash generation and adding to the stock’s shareholder-return story.
• Positive Sentiment: Analysts remain generally constructive, with recent price-target increases and a consensus “Moderate Buy” rating helping reinforce optimism around FIX’s longer-term fundamentals.
• Neutral Sentiment: Articles also continue to point to strong demand tied to data-center and AI infrastructure construction, which supports the growth narrative but is not a new company-specific catalyst.
• Negative Sentiment: CFO William George III sold 1,000 shares at about $2,020.96 per share, following a larger 4,000-share sale days earlier. The insider selling may be viewed as a sign that executives are taking profits after FIX’s sharp advance.
• Negative Sentiment: CAO Julie Shaeff also sold 1,123 shares at about $2,000.37 per share, adding to the short-term overhang from insider transactions.

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.