Compass, Inc. $COMP Stock: CenterBook Partners LP Raises Holdings

Posted by George Bondi on Nov 8th, 2026

CenterBook Partners LP grew its holdings in shares of Compass, Inc. (NYSE:COMP – Free Report) by 83.1% during the third quarter, HoldingsChannel reports. The firm owned 547,425 shares of the company’s stock after purchasing an additional 248,456 shares during the quarter. CenterBook Partners LP’s holdings in Compass were worth $4,861,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in COMP. Wellington Management Group LLP purchased a new stake in shares of Compass in the second quarter valued at $41,838,000. Irenic Capital Management LP acquired a new position in Compass in the second quarter valued at $22,156,000. Readystate Asset Management LP purchased a new position in Compass during the second quarter worth about $20,237,000. Steamboat Capital Partners LLC purchased a new position in Compass during the second quarter worth about $17,069,000. Finally, Squarepoint Ops LLC acquired a new stake in Compass in the 2nd quarter worth about $10,232,000. Institutional investors and hedge funds own 67.05% of the company’s stock.

Compass Trading Up 11.1%

Shares of COMP opened at $10.24 on Friday. Compass, Inc. has a twelve month low of $6.37 and a twelve month high of $13.95. The firm has a market capitalization of $7.76 billion, a P/E ratio of 73.14 and a beta of 2.39. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.05. The stock’s fifty day simple moving average is $9.73 and its 200 day simple moving average is $9.89.

Compass (NYSE:COMP – Get Free Report) last posted its quarterly earnings results on Thursday, November 5th. The company reported $0.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.04 by $0.03. The firm had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.90 billion. Compass had a return on equity of 6.06% and a net margin of 1.06%. On average, equities research analysts forecast that Compass, Inc. will post 0.16 earnings per share for the current year.

Analyst Ratings Changes

COMP has been the subject of several recent analyst reports. Wells Fargo & Company lowered their price target on Compass from $10.00 to $9.00 and set an “equal weight” rating for the company in a report on Friday. Citizens Jmp assumed coverage on shares of Compass in a report on Wednesday, October 14th. They set a “market outperform” rating and a $11.00 price objective on the stock. Zelman & Associates raised shares of Compass from a “buy” rating to an “outperform” rating in a research report on Wednesday, October 21st. Needham & Company LLC lowered their target price on shares of Compass from $17.00 to $12.00 and set a “buy” rating for the company in a report on Friday, October 16th. Finally, The Goldman Sachs Group upped their price target on shares of Compass from $10.50 to $12.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $13.07.

Get Our Latest Analysis on COMP

Trending Headlines about 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

Compass Profile

(Free Report)

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.