Harel Insurance Investments & Financial Services Ltd. Trims Stock Position in Comfort Systems USA, Inc. $FIX

Key Points

• Harel Insurance slashed its position in Comfort Systems USA by 99.7% in Q4 and now holds just 40 shares (~$37k), while company insiders sold a total of 50,401 shares (~$79M) last quarter.
• Blowout Q1: Comfort Systems reported $2.87B revenue and $10.51 EPS (well above estimates), a ~56.5% revenue increase year-over-year and a backlog near $12.45B, and also raised its quarterly dividend to $0.80.
• The stock trades at a rich valuation (market cap ~$68.3B, P/E ~56) with heavy institutional ownership (~96.5%) and multiple analyst buy ratings, which supports momentum but also raises volatility and profit‑taking risk.

Harel Insurance Investments & Financial Services Ltd. reduced its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX - Free Report) by 99.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 40 shares of the construction company's stock after selling 11,874 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.'s holdings in Comfort Systems USA were worth $37,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in FIX. Vanguard Group Inc. increased its position in Comfort Systems USA by 17.0% during the 4th quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company's stock valued at $4,022,597,000 after purchasing an additional 625,567 shares during the period. JPMorgan Chase & Co. increased its position in Comfort Systems USA by 36.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company's stock valued at $606,117,000 after purchasing an additional 197,613 shares during the period. AMF Tjanstepension AB purchased a new stake in shares of Comfort Systems USA in the 3rd quarter worth about $156,183,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position in shares of Comfort Systems USA by 1,189.1% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 148,312 shares of the construction company's stock worth $79,525,000 after buying an additional 136,807 shares during the period. Finally, First Trust Advisors LP grew its position in shares of Comfort Systems USA by 29.8% in the 3rd quarter. First Trust Advisors LP now owns 513,257 shares of the construction company's stock worth $423,529,000 after buying an additional 117,892 shares during the period. 96.51% of the stock is owned by hedge funds and other institutional investors.

Comfort Systems USA Stock Performance

Shares of Comfort Systems USA stock opened at $1,939.47 on Friday. The stock has a market cap of $68.27 billion, a price-to-earnings ratio of 55.96 and a beta of 1.70. The firm's 50-day moving average is $1,529.16 and its 200 day moving average is $1,215.34. Comfort Systems USA, Inc. has a 1 year low of $430.79 and a 1 year high of $2,018.05. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.24 and a quick ratio of 1.21.

Comfort Systems USA (NYSE:FIX - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.81 by $3.70. The company 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%. Comfort Systems USA's revenue was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.75 EPS. Sell-side analysts anticipate that Comfort Systems USA, Inc. will post 43.42 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 15th will be 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 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 (DPR) is presently 8.08%.

Wall Street Analysts Forecast Growth

FIX has been the topic of a number of recent research reports. Zacks Research downgraded shares of Comfort Systems USA from a "strong-buy" rating to a "hold" rating in a research report on Friday, April 24th. Glj Research initiated coverage on shares of Comfort Systems USA in a research report on Monday, April 20th. They issued a "buy" rating and a $2,001.00 target price on the stock. UBS Group upped their target price on shares of Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a "buy" rating in a research report on Monday, April 27th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Comfort Systems USA in a research report on Monday, April 20th. Finally, DA Davidson upped their target price on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a "buy" rating in a research report on Monday, February 23rd. Seven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $1,923.20.

Trending Headlines about Comfort Systems USA

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

• Positive Sentiment: Q1 beat and huge backlog — FIX reported a blowout quarter (revenue $2.87B, EPS $10.51) with backlog soaring to roughly $12.45B, underpinning near-term revenue visibility and the company’s growth story. Seeking Alpha Q1 coverage
• Positive Sentiment: Data-center demand and capacity expansion — Management is adding modular capacity to capture data-center and tech-driven HVAC projects, supporting higher-margin large-scale work. Yahoo: modular expansion
• Positive Sentiment: Analyst support and institutional accumulation — Multiple firms (Stifel, UBS, KeyCorp and others) have raised targets or reiterated buys after Q1; major institutions increased positions last quarter, signaling confidence. InsiderMonkey: Stifel reiteration
• Positive Sentiment: Dividend increase — Company raised the quarterly dividend to $0.80, a small cash return that may support longer-term investor demand ahead of the ex-dividend date. MarketBeat: dividend & analyst notes
• Neutral Sentiment: Momentum / market narratives — Coverage in multiple outlets highlights FIX as a top engineering/growth pick for 2026, which helps sentiment but can be cyclical. Yahoo: best engineering stocks
• Neutral Sentiment: Price performance has been extreme — recent commentary asks whether to buy or wait after a very strong run; that debate can keep intraday moves choppy. Zacks: surge / buy or wait
• Negative Sentiment: Insider sale — Director/officer Brian E. Lane sold 11,113 shares (~$21.9M), reducing his stake; large insider sales can prompt short-term selling or signal reduced conviction to some investors. SEC Form 4
• Negative Sentiment: Valuation concerns — Commentators note FIX’s rich multiples after the rally (P/E well above peers), which can trigger profit-taking and make the stock sensitive to any execution or margin hiccups. Seeking Alpha: valuation discussion
• Negative Sentiment: Quick rally increases volatility risk — strong month-to-month gains have attracted momentum traders and short-term profit-taking, which can pressure the price on any mixed headlines. Zacks: bull coverage

Insider Buying and Selling

In related news, Director Darcy Anderson sold 4,500 shares of the company's stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $1,369.74, for a total value of $6,163,830.00. Following the transaction, the director owned 18,035 shares in the company, valued at $24,703,260.90. The trade was a 19.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Franklin Myers sold 8,636 shares of the company's stock in a transaction dated Wednesday, February 25th. The stock was 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 owned 73,995 shares in the company, valued at approximately $108,962,077.20. The trade was a 10.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 50,401 shares of company stock worth $79,056,765 over the last quarter. 1.24% of the stock is owned by insiders.

About Comfort Systems USA

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.

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