Compass (NYSE:COMP) Research Coverage Started at Citizens Jmp

17 Oct 2026, 03:15 by Doug Wharley · The Cerbat Gem

Citizens Jmp began coverage on shares of Compass (NYSE:COMP – Free Report) in a research report report published on Wednesday, Marketbeat reports. The firm issued a market outperform rating and a $11.00 target price on the stock.

COMP has been the topic of a number of other reports. Barclays increased their target price on shares of Compass from $15.00 to $16.00 and gave the company an “overweight” rating in a research report on Wednesday, August 5th. Compass Point set a $11.00 price target on shares of Compass in a research note on Wednesday. Zacks Research lowered shares of Compass from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 6th. The Goldman Sachs Group boosted their price target on shares of Compass from $10.50 to $12.00 and gave the company a “neutral” rating in a research report on Wednesday, August 5th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $15.00 price target on shares of Compass in a research report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, Compass presently has a consensus rating of “Moderate Buy” and a consensus price target of $13.50.

Check Out Our Latest Stock Report on COMP

Compass Stock Performance

Shares of COMP opened at $9.10 on Wednesday. The company has a market capitalization of $6.89 billion, a price-to-earnings ratio of 151.58 and a beta of 2.32. Compass has a 52-week low of $6.37 and a 52-week high of $13.95. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.05. The stock has a 50 day moving average price of $10.52 and a 200 day moving average price of $9.80.

Compass (NYSE:COMP – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $0.11 EPS for the quarter, beating the consensus estimate of $0.08 by $0.03. Compass had a net margin of 0.63% and a return on equity of 3.62%. The company had revenue of $4.31 billion for the quarter, compared to analyst estimates of $4.11 billion. Research analysts predict that Compass will post 0.19 EPS for the current fiscal year.

Insider Activity at Compass

In related news, CEO Robert Reffkin sold 23,456 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $11.70, for a total value of $274,435.20. Following the completion of the sale, the chief executive officer owned 7,757,748 shares in the company, valued at $90,765,651.60. This represents a 0.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.85% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the business. IFP Advisors Inc acquired a new position in Compass in the second quarter valued at $31,000. GAMMA Investing LLC boosted its stake in shares of Compass by 57.7% during the third quarter. GAMMA Investing LLC now owns 5,400 shares of the company’s stock worth $48,000 after buying an additional 1,975 shares during the period. Nykredit A S acquired a new stake in shares of Compass during the second quarter worth about $77,000. Allworth Financial LP purchased a new position in shares of Compass during the second quarter worth about $110,000. Finally, QRG Capital Management Inc. purchased a new position in shares of Compass during the second quarter worth about $152,000. 67.05% of the stock is owned by hedge funds and other institutional investors.

Key Compass News

Here are the key news stories impacting Compass this week:

Positive Sentiment: Falling long-term interest rates have supported housing and real-estate brokerage stocks, helping Compass participate in a recent sector rally. Opendoor and Zillow Surge 7% as Long-Term Rates Retreat; Compass Climbs 6%
Positive Sentiment: Compass is reportedly tightening its grip on the Los Angeles County market, suggesting improved competitive positioning and potential support for transaction volume and agent recruitment. The Data Drop: Compass tightens its grip on LA
Positive Sentiment: Needham maintained a “buy” rating, although it reduced its price target to $12 from $17. The new target still implies substantial upside from the referenced share price. Needham Lowers Compass Price Target
Neutral Sentiment: Compass will release third-quarter 2026 results after the market closes on November 5, followed by a conference call. Investors may remain cautious ahead of the report. Compass to Announce Third Quarter Results on November 5
Negative Sentiment: Compass sued the California Regional Multiple Listing Service over listing-cooperation rules, alleging anticompetitive conduct. The company said it will cover fines imposed on agents, potentially increasing legal and regulatory costs. Compass files antitrust suit against CRMLS over listing rules
Negative Sentiment: Several law firms announced or promoted securities class actions involving former Anywhere Real Estate shareholders who received Compass shares in the January merger. The complaints allege misleading disclosures regarding antitrust compliance and investigations, creating potential litigation costs, liability and reputational risk. Compass Investor Class Action Announcement

About Compass

(Get Free Report)

Compass, Inc is a technology-enabled residential real estate brokerage operating in the United States. The company supports real estate agents and their clients in buying, selling and renting homes, combining brokerage services with digital tools designed to manage listings, marketing, customer relationships and transactions.