Compass Diversified (NYSE:CODI) Insider Teri Shaffer Acquires 11,881 Shares

Compass Diversified Holdings (NYSE:CODIGet Free Report) insider Teri Shaffer purchased 11,881 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were bought at an average price of $12.25 per share, for a total transaction of $145,542.25. Following the completion of the purchase, the insider directly owned 13,201 shares in the company, valued at $161,712.25. This represents a 900.08% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Compass Diversified Stock Performance

NYSE CODI traded up $0.42 during trading hours on Friday, hitting $12.70. The company had a trading volume of 1,063,399 shares, compared to its average volume of 1,105,218. The business has a 50 day moving average of $10.44 and a 200-day moving average of $9.41. The company has a debt-to-equity ratio of 34.60, a quick ratio of 1.56 and a current ratio of 2.67. Compass Diversified Holdings has a 1-year low of $4.58 and a 1-year high of $13.25. The company has a market cap of $955.40 million, a PE ratio of -5.85 and a beta of 1.27.

Compass Diversified (NYSE:CODIGet Free Report) last released its quarterly earnings results on Monday, August 10th. The financial services provider reported ($0.09) earnings per share (EPS) for the quarter. Compass Diversified had a negative return on equity of 9.53% and a negative net margin of 5.38%.The firm had revenue of $424.04 million for the quarter. As a group, equities research analysts expect that Compass Diversified Holdings will post 0.22 EPS for the current year.

Hedge Funds Weigh In On Compass Diversified

A number of hedge funds and other institutional investors have recently bought and sold shares of CODI. Essential Partners LLC increased its stake in Compass Diversified by 9,263.2% in the 1st quarter. Essential Partners LLC now owns 5,337 shares of the financial services provider’s stock valued at $42,000 after buying an additional 5,280 shares during the period. RPO LLC acquired a new stake in shares of Compass Diversified in the 4th quarter worth $60,000. Geneos Wealth Management Inc. lifted its stake in shares of Compass Diversified by 68.6% in the 2nd quarter. Geneos Wealth Management Inc. now owns 9,830 shares of the financial services provider’s stock worth $62,000 after acquiring an additional 4,000 shares during the period. Focus Partners Wealth purchased a new stake in shares of Compass Diversified in the third quarter valued at about $70,000. Finally, Quantessence Capital LLC purchased a new stake in shares of Compass Diversified in the third quarter valued at about $70,000. 72.73% of the stock is currently owned by hedge funds and other institutional investors.

Compass Diversified News Roundup

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.

Analyst Ratings Changes

Several brokerages have issued reports on CODI. Weiss Ratings reissued a “sell (d-)” rating on shares of Compass Diversified in a research report on Friday, July 17th. TD Cowen increased their target price on shares of Compass Diversified from $12.50 to $18.00 and gave the stock a “buy” rating in a research note on Tuesday. UBS Group set a $18.00 price target on Compass Diversified in a report on Tuesday. Finally, B. Riley Financial upgraded Compass Diversified from a “neutral” rating to a “buy” rating and boosted their price target for the company from $11.00 to $15.00 in a research report on Tuesday. Three investment 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’s stock. Based on data from MarketBeat.com, Compass Diversified currently has an average rating of “Hold” and a consensus price target of $16.50.

Check Out Our Latest Research Report on Compass Diversified

About Compass Diversified

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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.

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