Insider Buying: Compass Diversified (NYSE:CODI) Insider Buys $145,542.25 in Stock

Compass Diversified Holdings (NYSE:CODI) insider Teri Shaffer purchased 11,881 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were bought at an average cost of $12.25 per share, with a total value of $145,542.25. Following the completion of the acquisition, the insider owned 13,201 shares of the company’s stock, valued at approximately $161,712.25. This trade represents a 900.08% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Compass Diversified Trading Down 0.1%

NYSE CODI opened at $12.70 on Monday. The company has a quick ratio of 1.10, a current ratio of 2.26 and a debt-to-equity ratio of 11.90. The stock has a market capitalization of $955.40 million, a P/E ratio of -5.85 and a beta of 1.27. Compass Diversified Holdings has a 52-week low of $4.58 and a 52-week high of $13.25. The firm has a 50-day moving average price of $10.48 and a 200 day moving average price of $9.45.

Compass Diversified (NYSE:CODI) last announced its quarterly earnings data on Monday, August 10th. The financial services provider reported ($0.09) earnings per share for the quarter. The business had revenue of $424.04 million during the quarter. Compass Diversified had a negative net margin of 5.38% and a negative return on equity of 10.36%. Equities research analysts expect that Compass Diversified Holdings will post 0.22 EPS for the current year.

Institutional Investors Weigh In On Compass Diversified

Several institutional investors and hedge funds have recently made changes to their positions in CODI. Western Standard LLC acquired a new position in shares of Compass Diversified in the fourth quarter valued at approximately $5,592,000. Sei Investments Co. boosted its position in Compass Diversified by 69.6% during the first quarter. Sei Investments Co. now owns 286,033 shares of the financial services provider’s stock worth $2,248,000 after acquiring an additional 117,423 shares during the last quarter. Renaissance Technologies LLC purchased a new stake in Compass Diversified in the 1st quarter worth approximately $736,000. Oak Family Advisors LLC acquired a new position in Compass Diversified in the 1st quarter valued at $1,372,000. Finally, North Star Investment Management Corp. raised its holdings in Compass Diversified by 20,678.0% in the 1st quarter. North Star Investment Management Corp. now owns 61,295 shares of the financial services provider’s stock valued at $482,000 after acquiring an additional 61,000 shares during the last quarter. 72.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

CODI has been the subject of several research analyst reports. UBS Group set a $18.00 price objective on Compass Diversified in a research report on Tuesday, August 11th. Wall Street Zen cut shares of Compass Diversified from a “hold” rating to a “sell” rating in a research note on Saturday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Compass Diversified in a report on Friday, July 17th. TD Cowen raised their price objective on shares of Compass Diversified from $12.50 to $18.00 and gave the company a “buy” rating in a research note on Tuesday, August 11th. Finally, B. Riley Financial raised shares of Compass Diversified from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $11.00 to $15.00 in a report on Tuesday, August 11th. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $16.50.

More Compass Diversified News

Here are the key news stories impacting Compass Diversified this week:

• Positive Sentiment: Analyst upgrades and higher targets: B. Riley Financial upgraded CODI from “Neutral” to “Buy” and raised its price target from $11 to $15. TD Cowen increased its target from $12.50 to $18 and maintained a “Buy” rating, while UBS also set an $18 target. The higher targets are above recent trading levels and likely improved investor sentiment. B. Riley Financial upgrades Compass Diversified
• Positive Sentiment: Multiple insider purchases: Zachary T. Sawtelle bought 25,000 shares for approximately $299,750 on August 12 and another 7,000 shares for $87,150 on August 13. Stephen Keller purchased 10,000 shares for about $120,100. The transactions materially increased their ownership and may signal that insiders believe CODI is undervalued or expect a business recovery. SEC insider ownership filing
• Positive Sentiment: Turnaround and transaction optimism: Reports have highlighted a $292 million sale and potential management-fee savings, reinforcing the possibility of improved liquidity, lower expenses and stronger portfolio performance. Compass Diversified’s $292 million sale
• Neutral Sentiment: Unusual options activity: Elevated options volume shows increased attention around CODI and could amplify near-term volatility, but it does not establish a clear bullish or bearish direction. Unusual options trading in Compass Diversified
• Negative Sentiment: Losses remain a risk: CODI reported a quarterly loss of $0.09 per share, negative net margin and negative return on equity. Its recovery case therefore depends on successfully improving portfolio-company performance and converting recent strategic developments into sustained earnings.

About Compass Diversified

Compass Diversified Holdings (NYSE:CODI) is a publicly traded private equity company headquartered in Bethesda, Maryland. The firm specializes in acquiring and managing middle-market businesses across a variety of industries, with a focus on driving operational performance and sustainable growth. As an externally managed entity, Compass Diversified leverages a disciplined investment approach to build a portfolio of market-leading companies that benefit from strategic oversight, capital support and shared best practices.

Compass Diversified’s investment activities span five core sectors: branded consumer, consumer services, differentiated industrial products, value-added distribution and business services.