Integrated Wealth Concepts LLC Has $9.65 Million Position in Comfort Systems USA, Inc. $FIX

11 Sep 2026, 08:09 by Tristan Rich · The Markets Daily

Integrated Wealth Concepts LLC lessened its stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 7.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,868 shares of the construction company’s stock after selling 395 shares during the period. Integrated Wealth Concepts LLC’s holdings in Comfort Systems USA were worth $9,649,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of FIX. NewEdge Advisors LLC raised its position in shares of Comfort Systems USA by 30.5% during the second quarter. NewEdge Advisors LLC now owns 6,476 shares of the construction company’s stock worth $12,835,000 after acquiring an additional 1,512 shares during the last quarter. IFP Advisors Inc boosted its holdings in Comfort Systems USA by 18.7% in the second quarter. IFP Advisors Inc now owns 774 shares of the construction company’s stock valued at $1,534,000 after acquiring an additional 122 shares during the last quarter. Arizona State Retirement System increased its position in Comfort Systems USA by 5.2% in the second quarter. Arizona State Retirement System now owns 10,088 shares of the construction company’s stock worth $19,994,000 after purchasing an additional 503 shares during the period. West Family Investments Inc. increased its position in Comfort Systems USA by 33.2% in the second quarter. West Family Investments Inc. now owns 257 shares of the construction company’s stock worth $509,000 after purchasing an additional 64 shares during the period. Finally, Waverly Advisors LLC raised its holdings in Comfort Systems USA by 10.6% during the 2nd quarter. Waverly Advisors LLC now owns 2,969 shares of the construction company’s stock worth $5,884,000 after purchasing an additional 284 shares during the last quarter. Institutional investors and hedge funds own 96.51% of the company’s stock.

Insider Buying and Selling at Comfort Systems USA

In other news, CFO William George, III sold 2,554 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,859.65, for a total value of $4,749,546.10. Following the completion of the sale, the chief financial officer directly owned 30,250 shares of the company’s stock, valued at $56,254,412.50. This trade represents a 7.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Franklin Myers sold 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $1,693.92, for a total value of $6,775,680.00. Following the completion of the sale, the director directly owned 8,495 shares of the company’s stock, valued at approximately $14,389,850.40. The trade was a 32.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 32,778 shares of company stock worth $56,306,777 over the last 90 days. Company insiders own 1.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. KeyCorp upped their target price on shares of Comfort Systems USA from $2,004.00 to $2,110.00 and gave the company an “overweight” rating in a research report on Monday, July 27th. DA Davidson began coverage on shares of Comfort Systems USA in a research note on Friday, August 21st. They set a “buy” rating and a $2,100.00 price target for the company. Erste Group Bank lowered shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Oppenheimer started coverage on Comfort Systems USA in a research report on Thursday, May 28th. They issued an “outperform” rating and a $2,200.00 price target on the stock. Finally, The Goldman Sachs Group began coverage on shares of Comfort Systems USA in a research note on Thursday, July 9th. They set a “buy” rating and a $2,159.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Comfort Systems USA has a consensus rating of “Buy” and a consensus target price of $2,082.86.

Read Our Latest Analysis on Comfort Systems USA

Comfort Systems USA Stock Performance

Shares of FIX stock opened at $1,591.05 on Friday. The company has a fifty day moving average price of $1,687.07 and a two-hundred day moving average price of $1,687.89. Comfort Systems USA, Inc. has a one year low of $751.85 and a one year high of $2,073.99. The stock has a market cap of $55.99 billion, a P/E ratio of 39.13 and a beta of 1.67. The company has a debt-to-equity ratio of 0.02, a current ratio of 1.21 and a quick ratio of 1.19.

Comfort Systems USA (NYSE:FIX – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share for the quarter, topping the consensus estimate of $10.45 by $2.08. The company had revenue of $3.27 billion for the quarter, compared to analyst estimates of $2.99 billion. Comfort Systems USA had a net margin of 12.77% and a return on equity of 53.55%. During the same period in the previous year, the business earned $6.53 EPS. Comfort Systems USA’s revenue for the quarter was up 50.3% compared to the same quarter last year. As a group, equities analysts predict that Comfort Systems USA, Inc. will post 47.2 EPS for the current year.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 24th. Shareholders of record on Thursday, August 13th were given a dividend of $0.90 per share. This represents a $3.60 dividend on an annualized basis and a yield of 0.2%. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.80. The ex-dividend date of this dividend was Thursday, August 13th. Comfort Systems USA’s dividend payout ratio (DPR) is presently 8.85%.

Comfort Systems USA Company Profile

(Free Report)

Comfort Systems USA, Inc is a provider of commercial, industrial and institutional heating, ventilation, air conditioning and electrical contracting services. The company designs, installs, maintains and repairs mechanical systems used in buildings and industrial facilities, including heating and cooling equipment, plumbing, piping, controls and related building infrastructure.