Comfort Systems USA, Inc. $FIX Holdings Decreased by Alliance Wealth Advisors LLC UT

Alliance Wealth Advisors LLC UT lessened its stake in Comfort Systems USA, Inc. (NYSE:FIX) by 21.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,861 shares of the construction company’s stock after selling 782 shares during the period. Alliance Wealth Advisors LLC UT’s holdings in Comfort Systems USA were worth $2,361,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of FIX. Toth Financial Advisory Corp bought a new position in shares of Comfort Systems USA in the third quarter valued at approximately $25,000. Quent Capital LLC bought a new stake in Comfort Systems USA during the third quarter worth approximately $25,000. Eastern Bank bought a new position in Comfort Systems USA during the 3rd quarter valued at $31,000. Avion Wealth increased its position in shares of Comfort Systems USA by 1,800.0% during the 3rd quarter. Avion Wealth now owns 57 shares of the construction company’s stock valued at $47,000 after purchasing an additional 54 shares during the period. Finally, Cullen Frost Bankers Inc. increased its position in shares of Comfort Systems USA by 310.7% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 115 shares of the construction company’s stock valued at $62,000 after purchasing an additional 87 shares during the period. Institutional investors and hedge funds own 96.51% of the company’s stock.

Comfort Systems USA Price Performance

NYSE FIX opened at $1,462.64 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.20 and a debt-to-equity ratio of 0.06. Comfort Systems USA, Inc. has a 1 year low of $276.44 and a 1 year high of $1,476.94. The company has a market cap of $51.59 billion, a PE ratio of 50.61 and a beta of 1.67. The stock’s 50-day moving average price is $1,107.22 and its two-hundred day moving average price is $932.72.

Comfort Systems USA (NYSE:FIX) last released its quarterly earnings results on Thursday, February 19th. The construction company reported $9.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.75 by $2.62. Comfort Systems USA had a net margin of 11.23% and a return on equity of 51.28%. The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.34 billion. During the same quarter in the previous year, the business earned $4.09 earnings per share. The firm’s revenue was up 41.7% compared to the same quarter last year. On average, analysts predict that Comfort Systems USA, Inc. will post 16.85 EPS for the current year.

Comfort Systems USA Increases Dividend

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

Insiders Place Their Bets

In related news, insider Brian E. Lane sold 7,158 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $947.98, for a total value of $6,785,640.84. Following the transaction, the insider owned 180,888 shares in the company, valued at approximately $171,478,206.24. This represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO William George III sold 4,370 shares of Comfort Systems USA stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $958.88, for a total transaction of $4,190,305.60. Following the completion of the sale, the chief financial officer owned 39,824 shares of the company’s stock, valued at $38,186,437.12. This trade represents a 9.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,528 shares of company stock valued at $11,972,106 in the last three months. Insiders own 1.59% of the company’s stock.

Key Headlines Impacting Comfort Systems USA

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.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Wall Street Zen lowered Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 3rd. UBS Group reissued a “buy” rating and issued a $1,310.00 price target on shares of Comfort Systems USA in a report on Monday, February 2nd. DA Davidson reaffirmed a “buy” rating and issued a $1,200.00 price objective on shares of Comfort Systems USA in a research note on Friday, December 19th. Stifel Nicolaus boosted their target price on shares of Comfort Systems USA from $1,155.00 to $1,196.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a research note on Wednesday, January 21st. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,064.50.

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.