Compass (NYSE:COMP) Upgraded at Zelman & Associates

Zelman & Associates upgraded shares of Compass (NYSE:COMP) from a buy rating to an outperform rating in a research note issued to investors on Wednesday morning, Marketbeat reports.

Several other equities analysts have also recently issued reports on the stock. Zacks Research cut shares of Compass from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 6th. Needham & Company LLC reduced their price target on shares of Compass from $17.00 to $12.00 and set a “buy” rating for the company in a research note on Friday, October 16th. Citizens Jmp started coverage on shares of Compass in a research note on Wednesday, October 14th. They issued a “market outperform” rating and a $11.00 price target for the company. Oppenheimer boosted their price objective on shares of Compass from $15.00 to $18.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $15.00 price objective on shares of Compass in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $13.50.

Compass Stock Down 2.2%

COMP stock opened at $9.76 on Wednesday. The stock has a market capitalization of $7.39 billion, a P/E ratio of 162.58 and a beta of 2.32. The company has a debt-to-equity ratio of 1.05, a current ratio of 1.06 and a quick ratio of 1.06. Compass has a 1-year low of $6.37 and a 1-year high of $13.95. The business has a fifty day moving average price of $10.19 and a 200-day moving average price of $9.89.

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

Insider Activity at Compass

In other news, CEO Robert Reffkin sold 23,456 shares of Compass stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $11.70, for a total transaction of $274,435.20. Following the transaction, the chief executive officer directly owned 7,757,748 shares of the company’s stock, valued at $90,765,651.60. The trade was a 0.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.85% of the stock is owned by company insiders.

Institutional Investors Weigh In On Compass

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Brucke Financial Inc. bought a new stake in Compass during the 3rd quarter worth approximately $114,000. Sterling Capital Management LLC lifted its holdings in Compass by 427.6% during the third quarter. Sterling Capital Management LLC now owns 22,636 shares of the company’s stock valued at $201,000 after purchasing an additional 18,346 shares in the last quarter. Reyes Financial Architecture Inc. purchased a new position in Compass during the third quarter valued at approximately $35,000. Pinnacle Associates Ltd. lifted its holdings in Compass by 32.6% during the third quarter. Pinnacle Associates Ltd. now owns 38,384 shares of the company’s stock valued at $341,000 after purchasing an additional 9,442 shares in the last quarter. Finally, Nisa Investment Advisors LLC boosted its position in shares of Compass by 22.5% in the third quarter. Nisa Investment Advisors LLC now owns 27,462 shares of the company’s stock worth $244,000 after purchasing an additional 5,049 shares during the period. 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: Compass is pursuing legal action against former ERA president Alex Vidal over his move to RE/MAX, seeking to enforce alleged non-compete obligations. A successful outcome could help protect Compass’s management and recruiting investments. Compass sues ex-ERA president Alex Vidal
• Neutral Sentiment: A separate article about the Jeep Compass concerns Stellantis’ vehicle and is unrelated to Compass, Inc. (COMP), so it should not affect the stock.
• Negative Sentiment: Six additional multiple-listing services sued Compass in federal court over its private-listing policies and cooperation rules. The coordinated litigation could raise legal expenses and create risks to Compass’s listing strategy, agent relationships and transaction volume. Six more MLS groups sue Compass
• Negative Sentiment: Compass faces several securities class-action notices and lawsuits tied to its January 2026 stock-for-stock acquisition of Anywhere. The complaints allege that merger offering materials omitted or misstated information about antitrust compliance and communications with Department of Justice officials. Lead-plaintiff motions are generally due December 8, 2026, adding headline and potential financial risk. Compass investor class action announcement
• Negative Sentiment: The growing number of MLS suits and investor-law-firm announcements reinforces concerns about prolonged litigation, possible damages and scrutiny of the Anywhere transaction. These risks are particularly significant because Compass trades at a high earnings multiple despite relatively thin profitability. Compass MLS legal fight

Compass Company Profile

Compass, Inc is a technology-enabled residential real estate brokerage company that operates in the United States. The company provides services designed to help clients buy, sell, and rent homes, while supporting real estate agents with digital tools and brokerage services.

Its platform includes property search and marketing capabilities, customer relationship management tools, transaction management, and other technologies intended to streamline the real estate process. Compass works with independent agents and brokerage teams, who serve clients across a range of residential markets and property types.

Compass was founded in 2012 by Ori Allon and Robert Reffkin.