111,857 Shares in Compass, Inc. $COMP Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. acquired a new position in shares of Compass, Inc. (NYSE:COMP) during the 3rd quarter, Holdings Channel reports. The firm acquired 111,857 shares of the company’s stock, valued at approximately $993,000.

A number of other institutional investors also recently made changes to their positions in COMP. Wellington Management Group LLP bought a new stake in shares of Compass in the 2nd quarter worth about $41,838,000. Irenic Capital Management LP acquired a new stake in Compass in the 2nd quarter valued at about $22,156,000. Readystate Asset Management LP bought a new position in shares of Compass during the 2nd quarter valued at about $20,237,000. Steamboat Capital Partners LLC bought a new position in shares of Compass during the 2nd quarter valued at about $17,069,000. Finally, Squarepoint Ops LLC acquired a new position in shares of Compass in the 2nd quarter worth approximately $10,232,000. 67.05% of the stock is owned by institutional investors and hedge funds.

Compass Stock Up 11.1%

COMP opened at $10.24 on Friday. The company has a market capitalization of $7.76 billion, a PE ratio of 73.14 and a beta of 2.39. 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, Inc. has a fifty-two week low of $6.37 and a fifty-two week high of $13.95. The business has a 50-day moving average of $9.73 and a 200-day moving average of $9.89.

Compass (NYSE:COMP) last announced its quarterly earnings results on Thursday, November 5th. The company reported $0.07 EPS for the quarter, beating the consensus estimate of $0.04 by $0.03. Compass had a return on equity of 6.06% and a net margin of 1.06%. The business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.90 billion. Equities research analysts forecast that Compass, Inc. will post 0.16 EPS for the current fiscal year.

Key Headlines Impacting Compass

Here are the key news stories impacting Compass this week:

• Positive Sentiment: Record Q3 performance: Compass reported $3.9 billion in revenue, up 12% year over year, and $62 million in GAAP net income. Adjusted EBITDA reached $306 million and operating cash flow was $248 million; the company also ended the quarter with $841 million in cash. EPS of $0.07 was above the $0.04 estimate cited in the earnings report. The results are notable given year-over-year declines in housing transactions. Compass Q3 results
• Neutral Sentiment: Analysts lowered targets but remain divided: Barclays cut its target to $14 and kept an Overweight rating; BTIG lowered its target to $13 while retaining Buy. Wells Fargo reduced its target to $9 and maintained Equal Weight, signaling a more cautious view. Barclays analyst rating Wells Fargo analyst rating
• Negative Sentiment: Class-action litigation adds uncertainty: Law firms say a securities class action has been filed related to the January 2026 merger with Anywhere and allegations about merger offering materials. The claims are allegations, not findings, but the litigation may create legal costs and investor uncertainty. Lead-plaintiff deadlines are in early December. Class-action announcement

Analyst Upgrades and Downgrades

Several analysts recently commented on COMP shares. Citizens Jmp assumed coverage on shares of Compass in a research note on Wednesday, October 14th. They set a “market outperform” rating and a $11.00 target price for the company. Citigroup began coverage on shares of Compass in a research report on Wednesday, October 14th. They issued an “outperform” rating on the stock. Wells Fargo & Company dropped their price target on Compass from $10.00 to $9.00 and set an “equal weight” rating on the stock in a report on Friday. Needham & Company LLC cut their price objective on Compass from $17.00 to $12.00 and set a “buy” rating for the company in a research report on Friday, October 16th. Finally, Zelman & Associates raised Compass from a “buy” rating to an “outperform” rating in a research note on Wednesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Compass presently has an average rating of “Moderate Buy” and a consensus price target of $13.07.

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.