Private Advisory Group LLC Buys Shares of 1,703 Comfort Systems USA, Inc. $FIX

Private Advisory Group LLC bought a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 1,703 shares of the construction company’s stock, valued at approximately $1,405,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of FIX. Private Client Services LLC increased its stake in Comfort Systems USA by 624.4% in the third quarter. Private Client Services LLC now owns 2,731 shares of the construction company’s stock worth $2,254,000 after purchasing an additional 2,354 shares during the period. Brown Advisory Inc. grew its holdings in shares of Comfort Systems USA by 2,271.3% in the second quarter. Brown Advisory Inc. now owns 16,528 shares of the construction company’s stock worth $8,863,000 after purchasing an additional 15,831 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in Comfort Systems USA by 19.2% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 15,277 shares of the construction company’s stock worth $12,474,000 after buying an additional 2,461 shares during the period. Triasima Portfolio Management inc. bought a new stake in Comfort Systems USA during the 3rd quarter valued at about $2,392,000. Finally, Calamos Advisors LLC bought a new stake in Comfort Systems USA during the 3rd quarter valued at about $1,527,000. 96.51% of the stock is owned by institutional investors.

Comfort Systems USA Stock Performance

Shares of Comfort Systems USA stock opened at $1,462.64 on Monday. The company has a market capitalization of $51.44 billion, a PE ratio of 50.61 and a beta of 1.67. The company has a 50-day simple moving average of $1,107.22 and a two-hundred day simple moving average of $934.43. Comfort Systems USA, Inc. has a one year low of $276.44 and a one year high of $1,476.94. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.19 and a current ratio of 1.21.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings data 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 firm had revenue of $2.65 billion for 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 48.52%. The company’s quarterly revenue was up 41.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.09 EPS. Research analysts expect that Comfort Systems USA, Inc. will post 16.85 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Friday, March 6th will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, March 6th. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.60. This represents a $2.80 dividend on an annualized basis and a dividend yield of 0.2%. Comfort Systems USA’s payout ratio is currently 8.30%.

Insider Buying and Selling at Comfort Systems USA

In related news, CFO William George III sold 4,370 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $958.88, for a total value of $4,190,305.60. Following the completion of the transaction, the chief financial officer owned 39,824 shares in the company, valued at $38,186,437.12. This trade represents a 9.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Laura Finley Howell sold 1,000 shares of Comfort Systems USA stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $996.16, for a total value of $996,160.00. Following the sale, the senior vice president directly owned 7,938 shares of the company’s stock, valued at approximately $7,907,518.08. This represents a 11.19% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.59% of the company’s stock.

Analyst Ratings Changes

FIX has been the topic of a number of research analyst reports. Zacks Research downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. Wall Street Zen lowered Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 3rd. Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a report on Wednesday, January 21st. UBS Group reaffirmed a “buy” rating and set a $1,310.00 target price on shares of Comfort Systems USA in a research report on Monday, February 2nd. Finally, DA Davidson reissued a “buy” rating and set a $1,200.00 price target on shares of Comfort Systems USA in a research report on Friday, December 19th. Six investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,064.50.

Comfort Systems USA News Summary

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.

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.