Bellwether Advisors LLC Takes $5.04 Million Position in Comfort Systems USA, Inc. $FIX

22 Jul 2026, 09:07 by Tristan Rich · The Markets Daily

Bellwether Advisors LLC acquired a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,655 shares of the construction company’s stock, valued at approximately $5,040,000. Comfort Systems USA makes up 0.9% of Bellwether Advisors LLC’s portfolio, making the stock its 28th largest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Core Wealth Advisors LLC bought a new stake in Comfort Systems USA during the fourth quarter worth approximately $28,000. Kemnay Advisory Services Inc. acquired a new position in Comfort Systems USA during the fourth quarter valued at approximately $33,000. Farmers & Merchants Investments Inc. raised its position in shares of Comfort Systems USA by 29.0% in the fourth quarter. Farmers & Merchants Investments Inc. now owns 40 shares of the construction company’s stock valued at $37,000 after purchasing an additional 9 shares during the period. JFS Wealth Advisors LLC raised its position in shares of Comfort Systems USA by 29.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock valued at $41,000 after purchasing an additional 10 shares during the period. Finally, ORG Partners LLC lifted its stake in shares of Comfort Systems USA by 63.0% in the fourth quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after buying an additional 17 shares during the last quarter. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Comfort Systems USA news, CAO Julie Shaeff sold 1,123 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the completion of the sale, the chief accounting officer owned 12,624 shares in the company, valued at approximately $25,252,670.88. This trade represents a 8.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Brian E. Lane sold 11,113 shares of Comfort Systems USA stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $1,969.84, for a total value of $21,890,831.92. Following the sale, the insider directly owned 161,089 shares in the company, valued at $317,319,555.76. The trade was a 6.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 30,778 shares of company stock worth $59,746,124. 1.24% of the stock is currently owned by corporate insiders.

Comfort Systems USA Stock Performance

NYSE:FIX opened at $1,772.47 on Wednesday. The firm’s 50-day moving average is $1,850.12 and its 200-day moving average is $1,555.66. The company has a market cap of $62.39 billion, a price-to-earnings ratio of 51.14 and a beta of 1.66. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24. Comfort Systems USA, Inc. has a 52-week low of $513.99 and a 52-week high of $2,073.99.

Comfort Systems USA (NYSE:FIX – Get Free Report) last released its earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share for the quarter, beating the consensus estimate of $6.81 by $3.70. Comfort Systems USA had a net margin of 12.07% and a return on equity of 51.69%. The business had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.39 billion. During the same quarter last year, the company earned $4.75 earnings per share. The firm’s revenue was up 56.5% on a year-over-year basis. Equities research analysts anticipate that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, May 26th. Shareholders of record on Friday, May 15th were issued a $0.80 dividend. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. The ex-dividend date of this dividend was Friday, May 15th. This represents a $3.20 annualized dividend and a yield of 0.2%. Comfort Systems USA’s payout ratio is currently 9.23%.

Analyst Ratings Changes

FIX has been the topic of a number of research analyst reports. Zacks Research lowered shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, June 26th. Wall Street Zen lowered shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price target for the company in a report on Friday, April 24th. The Goldman Sachs Group assumed coverage on Comfort Systems USA in a research report on Thursday, July 9th. They issued a “buy” rating and a $2,159.00 price target on the stock. Finally, Erste Group Bank cut Comfort Systems USA from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Nine research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $2,015.43.

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Comfort Systems USA Profile

(Free Report)

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.