2,000 Shares in Comfort Systems USA, Inc. $FIX Purchased by Mariner Investment Group LLC

19 Jun 2026, 10:26 by Michael Walen · The Markets Daily

Mariner Investment Group LLC acquired a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 2,000 shares of the construction company’s stock, valued at approximately $1,867,000.

Several other hedge funds have also recently added to or reduced their stakes in FIX. Ameriflex Group Inc. lifted its holdings in shares of Comfort Systems USA by 100.0% in the third quarter. Ameriflex Group Inc. now owns 30 shares of the construction company’s stock valued at $25,000 after purchasing an additional 15 shares in the last quarter. Core Wealth Advisors LLC purchased a new position in shares of Comfort Systems USA during the 4th quarter worth approximately $28,000. Kemnay Advisory Services Inc. acquired a new position in shares of Comfort Systems USA during the 4th quarter worth approximately $33,000. Farmers & Merchants Investments Inc. raised its position in shares of Comfort Systems USA by 29.0% during the 4th quarter. Farmers & Merchants Investments Inc. now owns 40 shares of the construction company’s stock worth $37,000 after purchasing an additional 9 shares during the last quarter. Finally, JFS Wealth Advisors LLC lifted its stake in Comfort Systems USA by 29.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock valued at $41,000 after buying an additional 10 shares in the last quarter. 96.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CAO Julie Shaeff sold 1,123 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total transaction of $2,246,415.51. Following the completion of the transaction, the chief accounting officer owned 12,624 shares of the company’s stock, valued at $25,252,670.88. This represents a 8.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Brian E. Lane sold 11,113 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $1,969.84, for a total transaction of $21,890,831.92. Following the transaction, the insider directly owned 161,089 shares of the company’s stock, valued at approximately $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 have sold 24,078 shares of company stock worth $46,651,175 over the last ninety days. Insiders own 1.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on FIX. KeyCorp upgraded Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 target price on the stock in a report on Friday, April 24th. DA Davidson upped their price objective on Comfort Systems USA from $1,200.00 to $1,800.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. Wall Street Zen lowered Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Sunday, May 10th. Oppenheimer started coverage on Comfort Systems USA in a research report on Thursday, May 28th. They set an “outperform” rating and a $2,200.00 price objective for the company. Finally, UBS Group upped their target price on shares of Comfort Systems USA from $1,992.00 to $2,125.00 and gave the company a “buy” rating in a report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Comfort Systems USA presently has a consensus rating of “Buy” and a consensus target price of $1,991.50.

Get Our Latest Analysis on FIX

Comfort Systems USA Trading Up 2.0%

Shares of Comfort Systems USA stock opened at $1,971.17 on Friday. Comfort Systems USA, Inc. has a fifty-two week low of $489.98 and a fifty-two week high of $2,073.99. The business’s fifty day moving average is $1,823.06 and its two-hundred day moving average is $1,416.96. The company has a quick ratio of 1.21, a current ratio of 1.24 and a debt-to-equity ratio of 0.01. The firm has a market cap of $69.39 billion, a PE ratio of 56.87 and a beta of 1.65.

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

Comfort Systems USA Increases Dividend

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

Comfort Systems USA Company 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.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.