Dai ichi Life Insurance Company Ltd Sells 513 Shares of Comfort Systems USA, Inc. $FIX

Posted by Grant Hamersma on Jul 25th, 2026

Dai ichi Life Insurance Company Ltd lowered its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 5.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,011 shares of the construction company’s stock after selling 513 shares during the quarter. Dai ichi Life Insurance Company Ltd’s holdings in Comfort Systems USA were worth $12,426,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its position in shares of Comfort Systems USA by 17.0% in the fourth quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock valued at $4,022,597,000 after acquiring an additional 625,567 shares during the period. Norges Bank bought a new position in Comfort Systems USA during the fourth quarter worth $469,606,000. State Street Corp raised its stake in Comfort Systems USA by 35.6% during the 4th quarter. State Street Corp now owns 1,428,674 shares of the construction company’s stock valued at $1,333,367,000 after purchasing an additional 375,118 shares during the last quarter. Geode Capital Management LLC raised its stake in Comfort Systems USA by 39.0% during the 4th quarter. Geode Capital Management LLC now owns 1,185,909 shares of the construction company’s stock valued at $1,103,453,000 after purchasing an additional 332,441 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its stake in Comfort Systems USA by 37,987.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 310,031 shares of the construction company’s stock valued at $289,349,000 after purchasing an additional 309,217 shares during the last quarter. 96.51% of the stock is owned by institutional investors.

Comfort Systems USA News Roundup

Here are the key news stories impacting Comfort Systems USA this week:

Positive Sentiment: The company reported Q2 2026 earnings of $12.53 per share, well above analyst estimates and far ahead of last year’s $6.53 per share, showing significant profit growth. Comfort Systems USA Reports Second Quarter 2026 Results
Positive Sentiment: Revenue also topped expectations at $3.27 billion, with sales up 50.3% year over year, reinforcing the view that demand across Comfort Systems’ construction and services businesses remains strong. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
Positive Sentiment: Management highlighted record backlog growth, which suggests a solid pipeline of future work and supports confidence in continued execution. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
Positive Sentiment: The board raised the quarterly dividend to $0.90 per share from $0.80, a 12.5% increase that signals confidence in cash generation and shareholder returns. Comfort Systems USA Increases Quarterly Dividend
Neutral Sentiment: Investors are also focusing on the earnings call transcript for guidance on margins, demand trends, and how long the current growth cycle can last. Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript

Comfort Systems USA Stock Down 5.6%

FIX opened at $1,728.75 on Friday. Comfort Systems USA, Inc. has a fifty-two week low of $648.23 and a fifty-two week high of $2,073.99. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.24 and a quick ratio of 1.21. The firm’s fifty day moving average price is $1,835.76 and its two-hundred day moving average price is $1,568.67. The company has a market capitalization of $60.85 billion, a P/E ratio of 42.52 and a beta of 1.66.

Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $10.45 by $2.08. The company had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $2.99 billion. Comfort Systems USA had a net margin of 12.77% and a return on equity of 57.40%. The business’s revenue was up 50.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $6.53 EPS. On average, analysts anticipate that Comfort Systems USA, Inc. will post 43.39 EPS for the current year.

Comfort Systems USA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Thursday, August 13th will be paid a $0.90 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.80. This represents a $3.60 dividend on an annualized basis and a yield of 0.2%. Comfort Systems USA’s payout ratio is presently 9.23%.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on FIX shares. Stifel Nicolaus raised their price target on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. UBS Group upped their price objective on shares of Comfort Systems USA from $1,992.00 to $2,125.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Glj Research assumed coverage on Comfort Systems USA in a research report on Monday, April 20th. They set a “buy” rating and a $2,001.00 target price on the stock. Erste Group Bank downgraded Comfort Systems USA from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Finally, Zacks Research cut Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a report on Friday, June 26th. Nine research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $2,015.43.

View Our Latest Stock Report on Comfort Systems USA

Insider Transactions at Comfort Systems USA

In other Comfort Systems USA news, CAO Julie Shaeff sold 1,123 shares of the firm’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 in the company, valued at $25,252,670.88. This trade represents a 8.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Brian E. Lane sold 11,113 shares of Comfort Systems USA stock in a transaction that occurred on Tuesday, May 5th. The shares were 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 30,778 shares of company stock valued at $59,746,124. Corporate insiders own 1.24% of the company’s stock.

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.