NewEdge Wealth LLC Has $1.24 Million Stock Position in Comfort Systems USA, Inc. $FIX

NewEdge Wealth LLC lifted its position in Comfort Systems USA, Inc. (NYSE:FIX) by 126.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 900 shares of the construction company’s stock after purchasing an additional 503 shares during the period. NewEdge Wealth LLC’s holdings in Comfort Systems USA were worth $1,241,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Core Wealth Advisors LLC acquired a new position in Comfort Systems USA during the 4th quarter worth $28,000. CENTRAL TRUST Co acquired a new stake in shares of Comfort Systems USA in the first quarter valued at about $46,000. Ascentis Independent Advisors bought a new position in shares of Comfort Systems USA in the first quarter worth about $46,000. Brown Lisle Cummings Inc. acquired a new position in shares of Comfort Systems USA during the 1st quarter worth about $47,000. Finally, Hollencrest Capital Management acquired a new position in shares of Comfort Systems USA during the 1st quarter worth about $48,000. 96.51% of the stock is owned by institutional investors.

Key Stories Impacting Comfort Systems USA

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

• Positive Sentiment: The company reported Q2 2026 earnings of $12.53 per share, well above analyst estimates and far ahead of last year’s $6.53 per share, showing significant profit growth. Comfort Systems USA Reports Second Quarter 2026 Results
• Positive Sentiment: Revenue also topped expectations at $3.27 billion, with sales up 50.3% year over year, reinforcing the view that demand across Comfort Systems’ construction and services businesses remains strong. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: Management highlighted record backlog growth, which suggests a solid pipeline of future work and supports confidence in continued execution. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: The board raised the quarterly dividend to $0.90 per share from $0.80, a 12.5% increase that signals confidence in cash generation and shareholder returns. Comfort Systems USA Increases Quarterly Dividend
• Neutral Sentiment: Investors are also focusing on the earnings call transcript for guidance on margins, demand trends, and how long the current growth cycle can last. Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Erste Group Bank lowered Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. UBS Group upped their price target on Comfort Systems USA from $1,992.00 to $2,125.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Oppenheimer assumed coverage on Comfort Systems USA in a research report on Thursday, May 28th. They issued an “outperform” rating and a $2,200.00 price objective for the company. Wall Street Zen cut Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. Finally, Glj Research assumed coverage on shares of 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. Nine equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $2,015.43.

Insider Buying and Selling at Comfort Systems USA

In related news, Director Rhoman J. Hardy sold 342 shares of the firm’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $1,900.08, for a total value of $649,827.36. Following the completion of the transaction, the director directly owned 1,890 shares of the company’s stock, valued at $3,591,151.20. This trade represents a 15.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Brian E. Lane sold 11,113 shares of Comfort Systems USA stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $1,969.84, for a total transaction of $21,890,831.92. Following the sale, the insider owned 161,089 shares in the company, valued at $317,319,555.76. This represents a 6.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,778 shares of company stock valued at $59,746,124 in the last quarter. 1.24% of the stock is currently owned by corporate insiders.

Comfort Systems USA Stock Down 0.3%

NYSE FIX opened at $1,728.75 on Monday. The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.19 and a current ratio of 1.21. The firm has a 50-day simple moving average of $1,835.76 and a 200 day simple moving average of $1,572.45. Comfort Systems USA, Inc. has a twelve month low of $648.23 and a twelve month high of $2,073.99. The stock has a market cap of $60.83 billion, a PE ratio of 42.52 and a beta of 1.66.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings results on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.45 by $2.08. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $2.99 billion. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%.The company’s quarterly revenue was up 50.3% compared to the same quarter last year. During the same period in the previous year, the company posted $6.53 earnings per share. On average, research analysts forecast that Comfort Systems USA, Inc. will post 43.39 EPS for the current year.

Comfort Systems USA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 24th. Stockholders of record on Thursday, August 13th will be issued a dividend of $0.90 per share. This represents a $3.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Thursday, August 13th. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s payout ratio is 7.87%.

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.