Comfort Systems USA, Inc. $FIX Shares Purchased by Triasima Portfolio Management inc.

04 May 2026, 08:52 by Renee Jackson · The Cerbat Gem

Triasima Portfolio Management inc. boosted its position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 42.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,119 shares of the construction company’s stock after acquiring an additional 1,220 shares during the quarter. Triasima Portfolio Management inc.’s holdings in Comfort Systems USA were worth $3,844,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in FIX. Quent Capital LLC acquired a new stake in Comfort Systems USA in the third quarter valued at approximately $25,000. Ameriflex Group Inc. raised its holdings in 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 acquiring an additional 15 shares in the last quarter. Eastern Bank acquired a new stake in Comfort Systems USA during the third quarter worth approximately $31,000. JFS Wealth Advisors LLC raised its holdings in Comfort Systems USA by 29.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock worth $41,000 after purchasing an additional 10 shares in the last quarter. Finally, ORG Partners LLC raised its holdings in Comfort Systems USA by 63.0% during the fourth quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after purchasing an additional 17 shares in the last quarter. Institutional investors and hedge funds own 96.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on FIX shares. Glj Research started coverage on shares of Comfort Systems USA in a report on Monday, April 20th. They set a “buy” rating and a $2,001.00 price objective on the stock. Stifel Nicolaus raised their price objective on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. DA Davidson raised their price objective on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Zacks Research cut shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a report on Friday, April 24th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Monday, April 20th. Seven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Comfort Systems USA has a consensus rating of “Moderate Buy” and a consensus price target of $1,923.20.

Read Our Latest Research Report on Comfort Systems USA

Insiders Place Their Bets

In other news, insider Brian E. Lane sold 9,365 shares of Comfort Systems USA stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $1,453.12, for a total value of $13,608,468.80. Following the transaction, the insider directly owned 171,523 shares of the company’s stock, valued at $249,243,501.76. The trade was a 5.18% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Franklin Myers sold 8,636 shares of Comfort Systems USA stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $1,472.56, for a total transaction of $12,717,028.16. Following the completion of the transaction, the director directly owned 73,995 shares in the company, valued at $108,962,077.20. The trade was a 10.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 39,288 shares of company stock worth $57,165,933. Corporate insiders own 1.24% of the company’s stock.

Comfort Systems USA Stock Up 0.2%

FIX stock opened at $1,870.95 on Monday. The company’s 50 day moving average is $1,497.63 and its two-hundred day moving average is $1,191.27. The stock has a market cap of $65.86 billion, a P/E ratio of 53.98 and a beta of 1.70. Comfort Systems USA, Inc. has a twelve month low of $420.88 and a twelve month high of $1,877.35. The company has a current ratio of 1.24, a quick ratio of 1.21 and a debt-to-equity ratio of 0.01.

Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its earnings results 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 for the quarter, compared to analysts’ expectations of $2.39 billion. Comfort Systems USA had a net margin of 12.07% and a return on equity of 51.69%. The company’s quarterly revenue was up 56.5% on a year-over-year basis. During the same period in the previous year, the company posted $4.75 EPS. Research analysts expect that Comfort Systems USA, Inc. will post 43.42 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th will be issued a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is 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 presently 9.23%.

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.