SMART Wealth LLC Makes New Investment in Comfort Systems USA, Inc. $FIX

SMART Wealth LLC purchased a new position in Comfort Systems USA, Inc. (NYSE:FIX) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 305 shares of the construction company’s stock, valued at approximately $285,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Toth Financial Advisory Corp purchased a new stake in shares of Comfort Systems USA during the third quarter valued at approximately $25,000. Quent Capital LLC purchased a new stake in shares of Comfort Systems USA during the third quarter valued at approximately $25,000. Ameriflex Group Inc. increased its position in shares of Comfort Systems USA by 100.0% during the third quarter. Ameriflex Group Inc. now owns 30 shares of the construction company’s stock valued at $25,000 after acquiring an additional 15 shares during the last quarter. Eastern Bank purchased a new stake in shares of Comfort Systems USA during the third quarter valued at approximately $31,000. Finally, JFS Wealth Advisors LLC increased its position in shares of Comfort Systems USA by 29.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock valued at $41,000 after acquiring an additional 10 shares during the last quarter. Institutional investors own 96.51% of the company’s stock.

Insider Transactions at Comfort Systems USA

In other news, CFO William George III sold 9,000 shares of Comfort Systems USA stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $1,434.97, for a total value of $12,914,730.00. Following the transaction, the chief financial officer owned 37,824 shares in the company, valued at approximately $54,276,305.28. The trade was a 19.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Franklin Myers sold 8,636 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,472.56, for a total value of $12,717,028.16. Following the transaction, the director owned 73,995 shares in the company, valued at approximately $108,962,077.20. This represents a 10.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 37,288 shares of company stock valued at $53,677,038. 1.59% of the stock is currently owned by corporate insiders.

Key Stories Impacting Comfort Systems USA

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

• Positive Sentiment: Stifel Nicolaus raised its price target (from $1,611 to $1,819) and maintained a Buy rating — a clear catalyst that can attract buyers and support the stock’s recent gains. Stifel Raises Price Target
• Positive Sentiment: KeyCorp published materially higher near‑ and longer‑term EPS forecasts (several quarterly and FY2026/FY2027 estimates well above consensus), signaling stronger expected earnings growth that can justify higher multiples and lift investor sentiment.
• Positive Sentiment: Multiple Zacks pieces highlight momentum and the likelihood of an earnings beat (including a recent one‑week price surge), which can fuel momentum buying ahead of results. Comfort Systems (FIX) Is Up 12.39% in One Week
• Neutral Sentiment: The company scheduled its Q1 2026 results release for after-market close on April 23 and a conference call/webcast on April 24 — a routine event but one that will be the immediate driver of volatility as management discusses results, margins, backlog and guidance. Conference Call and Webcast Announcement
• Negative Sentiment: There was a recent one‑day pullback reported in the press (a -2.61% move on a prior trading day), indicating short‑term profit‑taking and the potential for volatility into the earnings print. Comfort Systems (FIX) Stock Dips While Market Gains

Comfort Systems USA Price Performance

Shares of NYSE FIX opened at $1,652.49 on Friday. The stock has a market cap of $58.13 billion, a PE ratio of 57.18 and a beta of 1.60. Comfort Systems USA, Inc. has a fifty-two week low of $321.95 and a fifty-two week high of $1,671.95. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.19 and a current ratio of 1.21. The stock has a fifty day moving average of $1,422.35 and a 200-day moving average of $1,129.31.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings data on Thursday, February 19th. The construction company reported $9.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.75 by $2.62. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.34 billion. Comfort Systems USA had a return on equity of 48.52% and a net margin of 11.23%.The firm’s quarterly revenue was up 41.7% on a year-over-year basis. During the same quarter last year, the company earned $4.09 earnings per share. Equities research analysts anticipate that Comfort Systems USA, Inc. will post 16.85 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Friday, March 6th were issued a $0.70 dividend. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.60. This represents a $2.80 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Friday, March 6th. Comfort Systems USA’s dividend payout ratio (DPR) is presently 9.69%.

Analysts Set New Price Targets

A number of brokerages recently commented on FIX. UBS Group reaffirmed a “buy” rating and set a $1,310.00 price target on shares of Comfort Systems USA in a research report on Monday, February 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Comfort Systems USA in a research report on Wednesday, January 21st. Stifel Nicolaus raised their target price on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research report on Thursday. DA Davidson raised their target price on 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. Finally, Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $1,643.00.

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.