E. Ohman J:or Asset Management 13F: Cuts FIX Stake by $24M

E. Ohman J:or Asset Management lowered its stake in Comfort Systems USA, Inc. (NYSE:FIX) by 14,241 shares, according to a Form 13F filing on October 22, 2026. The reduction brought the firm's holdings down to 1,207 shares valued at about $1.99 million.

FIX Comfort Systems USA, Inc.

$1,401.27 ▲ +39.82% year to date

1M 3M YTD

Daily close · Oct 21, 2026

Inside E. Ohman J:or Asset Management's Comfort Systems Trade

The fund cut its position by 92.2% compared to the prior quarter, when it owned 15,448 shares. Filings submitted to the SEC show the remaining stake reflects a much smaller footprint in the mechanical and electrical installation provider as shares change hands.

Other Institutional Activity in Comfort Systems

AQR Capital Management, LLC reduced its holdings by 57,265 shares, ending with 1,059,017 shares worth about $1.35 billion.

Comfort Systems USA, Inc. Stock Down 5.5%

Comfort Systems USA closed at $1,278.71 on October 22, 2026. The stock recently traded around $1,323.59, putting it up about 3.5% since that filing date. Shares sit 36.2% below their 52-week high of $2,073.99 and well above the 52-week low of $791.36.

Recent Earnings

The company generated $11.23 billion in trailing-twelve-month revenue with earnings of $40.64 per share. Profitability metrics show a net margin of 12.8% alongside a return on equity of 55.3%, while year-over-year revenue grew by 50.3%.

Dividend

Comfort Systems pays an annual dividend rate of $3.60 per share, which translates to a 0.26% yield. The payout ratio sits at 6.4% of earnings.

Insider Buying and Selling at Comfort Systems USA, Inc.

Director Franklin Myers sold 6,700 shares on June 24, 2026, at an average price of $1,954.47 for a total value of $13.09 million. Later, on August 11, 2026, Myers sold another 7,500 shares valued at $12.69 million. Chief Financial Officer Williamiii George sold 2,554 shares on August 17, 2026, at $1,881.18 per share for a total value of $4.80 million. Chief Executive Officer Brian E. Lane sold 16,024 shares on August 26, 2026, at $1,608.21 per share totaling $25.76 million.

Analysts Set New Price Targets

On July 9, 2026, Goldman Sachs initiated coverage with a Buy rating and a $2,159.00 price target. UBS maintained its Buy rating on July 27, 2026, and raised its target from $2,125.00 to $2,225.00. Keybanc maintained an Overweight rating on July 27, 2026, raising its target to $2,110.00 from $2,004.00, and later maintained the Overweight rating on October 15, 2026, with a $2,125.00 target. DA Davidson initiated coverage on August 21, 2026, with a Buy rating and a $2,100.00 price target. Overall, the stock holds a consensus strong buy rating with a mean price target of $2,163.38 across 8 analyst opinions.

About Comfort Systems

Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services across the United States. The company handles heating, ventilation, air conditioning systems, plumbing, electrical work, and fire protection through its mechanical and electrical segments.

Bottom Line

Institutional adjustments like this filing show how larger portfolios rebalance their exposure over time. Investors will look to upcoming earnings reports to gauge whether the company's strong revenue growth and margins continue to support analyst price targets.