Entropy Technologies LP Has $8.90 Million Stock Position in Comfort Systems USA, Inc. $FIX

Entropy Technologies LP boosted its holdings in Comfort Systems USA, Inc. (NYSE:FIX) by 46.5% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 6,454 shares of the construction company’s stock after purchasing an additional 2,049 shares during the period. Entropy Technologies LP’s holdings in Comfort Systems USA were worth $8,900,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the business. Bridgewater Advisors Inc. bought a new position in Comfort Systems USA during the first quarter worth $174,000. Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in Comfort Systems USA by 921.9% in the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 14,214 shares of the construction company’s stock valued at $19,601,000 after purchasing an additional 12,823 shares during the period. Renaissance Technologies LLC boosted its holdings in Comfort Systems USA by 5.0% in the 1st quarter. Renaissance Technologies LLC now owns 56,660 shares of the construction company’s stock valued at $78,134,000 after purchasing an additional 2,680 shares during the period. Compound Planning Inc. grew its position in Comfort Systems USA by 17.5% in the 1st quarter. Compound Planning Inc. now owns 980 shares of the construction company’s stock worth $1,351,000 after purchasing an additional 146 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its position in Comfort Systems USA by 12.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 252,979 shares of the construction company’s stock worth $348,856,000 after purchasing an additional 28,712 shares during the last quarter. 96.51% of the stock is currently owned by institutional investors and hedge funds.

More Comfort Systems USA News

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 Price Performance

Shares of FIX stock opened at $1,728.75 on Friday. The stock’s fifty day simple moving average is $1,835.76 and its 200 day simple moving average is $1,568.67. Comfort Systems USA, Inc. has a one year low of $648.23 and a one year high of $2,073.99. The firm has a market cap of $60.85 billion, a price-to-earnings ratio of 42.52 and a beta of 1.66. 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) last released its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $10.45 by $2.08. The firm had revenue of $3.27 billion during the quarter, compared to analyst estimates of $2.99 billion. Comfort Systems USA had a return on equity of 57.40% and a net margin of 12.77%.The business’s revenue for the quarter was up 50.3% compared to the same quarter last year. During the same period in the prior year, the company posted $6.53 earnings per share. On average, analysts expect that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

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

Insider Buying and Selling at Comfort Systems USA

In other Comfort Systems USA news, CFO William George III sold 1,000 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $2,020.96, for a total transaction of $2,020,960.00. Following the sale, the chief financial officer directly owned 32,804 shares of the company’s stock, valued at approximately $66,295,571.84. This represents a 2.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Rhoman J. Hardy sold 342 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $1,900.08, for a total transaction of $649,827.36. Following the sale, the director directly owned 1,890 shares of the company’s stock, valued at approximately $3,591,151.20. The trade was a 15.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,778 shares of company stock worth $59,746,124 over the last ninety days. Company insiders own 1.24% of the company’s stock.

Wall Street Analyst Weigh In

FIX has been the subject of a number of research analyst reports. Glj Research assumed coverage on shares of Comfort Systems USA in a research report on Monday, April 20th. They set a “buy” rating and a $2,001.00 price objective for the company. KeyCorp raised 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 research report on Friday, April 24th. Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a research note on Friday, July 17th. Stifel Nicolaus upped their price target on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Oppenheimer started coverage on Comfort Systems USA in a research report on Thursday, May 28th. They issued an “outperform” rating and a $2,200.00 price objective for the company. Nine analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $2,015.43.

Comfort Systems USA Profile

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.