Compass (NYSE:COMP) Shares Down 6.5% – Here’s Why

Posted by Geri Gentry on Sep 15th, 2026

Shares of Compass, Inc. (NYSE:COMP – Get Free Report) fell 6.5% during trading on Tuesday . The company traded as low as $10.06 and last traded at $9.9530. 4,844,528 shares changed hands during trading, a decline of 69% from the average session volume of 15,845,070 shares. The stock had previously closed at $10.65.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on COMP. BTIG Research reissued a “buy” rating on shares of Compass in a research note on Wednesday, July 15th. Zelman & Associates reaffirmed a “hold” rating and set a $13.50 price target on shares of Compass in a research report on Thursday, August 6th. Wells Fargo & Company upped their price objective on Compass from $12.00 to $13.00 and gave the company an “equal weight” rating in a report on Wednesday, August 5th. UBS Group raised their target price on Compass from $12.00 to $17.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, Oppenheimer lifted their target price on Compass from $15.00 to $18.00 and gave the company an “outperform” rating in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $14.15.

View Our Latest Report on COMP

Compass Stock Down 3.6%

The business’s 50 day moving average price is $11.66 and its 200-day moving average price is $9.68. The company has a debt-to-equity ratio of 1.05, a quick ratio of 1.06 and a current ratio of 1.06. The firm has a market capitalization of $7.73 billion, a PE ratio of 171.03 and a beta of 2.32.

Compass (NYSE:COMP – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The company reported $0.11 earnings per share for the quarter, topping analysts’ consensus estimates of $0.08 by $0.03. Compass had a net margin of 0.63% and a return on equity of 3.62%. The firm had revenue of $4.31 billion during the quarter, compared to analysts’ expectations of $4.11 billion. As a group, equities research analysts forecast that Compass, Inc. will post 0.24 earnings per share for the current year.

Insider Activity at Compass

In other news, CEO Robert Reffkin sold 23,456 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $11.70, for a total transaction of $274,435.20. Following the sale, the chief executive officer owned 7,757,748 shares of the company’s stock, valued at approximately $90,765,651.60. This represents a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 2.85% of the company’s stock.

Institutional Trading of Compass

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Fund 1 Investments LLC purchased a new position in shares of Compass during the second quarter worth about $2,837,000. Squarepoint Ops LLC purchased a new stake in shares of Compass in the 2nd quarter valued at about $10,232,000. Steamboat Capital Partners LLC acquired a new stake in shares of Compass in the 2nd quarter valued at about $17,069,000. Wellington Management Group LLP purchased a new position in Compass during the 2nd quarter worth approximately $41,838,000. Finally, Irenic Capital Management LP purchased a new position in Compass during the 2nd quarter worth approximately $22,156,000. Institutional investors and hedge funds own 67.05% of the company’s stock.

Compass Company Profile

(Get Free Report)

Compass, Inc is a technology-enabled residential real estate brokerage company that operates in the United States. The company provides brokerage services through a network of real estate agents who help clients buy, sell, and market residential properties.

Compass supports its agents with a suite of digital tools, including customer relationship management, property search, marketing, lead generation, transaction management, and workflow software. Its platform is designed to streamline the real estate process while helping agents manage client relationships and promote property listings.

Founded in 2012 as Urban Compass, the company later adopted the Compass name and expanded its operations across major U.S.