Compass (NYSE:COMP) Earns Neutral Rating from Zelman & Associates

Compass (NYSE:COMP)‘s stock had its “neutral” rating reissued by research analysts at Zelman & Associates in a research note issued on Thursday,Benzinga reports. They currently have a $13.50 price objective on the stock. Zelman & Associates’ price objective would indicate a potential upside of 10.16% from the stock’s previous close.

A number of other brokerages have also recently weighed in on COMP. UBS Group increased their price target on Compass from $12.00 to $17.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Weiss Ratings raised Compass from a “sell (d-)” rating to a “sell (d+)” rating in a research report on Monday, May 11th. BTIG Research reiterated a “buy” rating on shares of Compass in a research note on Wednesday, July 15th. Wells Fargo & Company boosted their price target on shares of Compass from $12.00 to $13.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $15.00 price target on shares of Compass in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $14.15.

Compass Stock Down 4.5%

NYSE COMP traded down $0.57 on Thursday, hitting $12.26. 9,570,569 shares of the stock traded hands, compared to its average volume of 16,871,184. The company has a market capitalization of $9.16 billion, a P/E ratio of 204.10 and a beta of 2.36. The stock has a 50-day moving average of $10.63 and a 200 day moving average of $9.73. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.11. Compass has a twelve month low of $6.37 and a twelve month high of $13.95.

Compass (NYSE:COMP) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $0.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.08 by $0.03. Compass had a return on equity of 4.56% and a net margin of 0.63%.The firm had revenue of $4.31 billion for the quarter, compared to analysts’ expectations of $4.11 billion. As a group, analysts expect that Compass will post 0.22 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Compass news, CEO Robert L. Reffkin sold 23,456 shares of Compass stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $11.70, for a total value of $274,435.20. Following the transaction, the chief executive officer owned 7,757,748 shares in the company, valued at approximately $90,765,651.60. The trade was a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 70,368 shares of company stock worth $748,246 in the last ninety days. Company insiders own 2.85% of the company’s stock.

Key Stories Impacting Compass

Here are the key news stories impacting Compass this week:

• Positive Sentiment: Record second-quarter performance: Compass reported revenue of $4.31 billion, up 14% year over year and above the $4.11 billion consensus estimate. GAAP net income reached a record $92 million, adjusted EBITDA was $363 million, and operating cash flow totaled $191 million. Compass Reports Record Second Quarter 2026 Results
• Positive Sentiment: Cost savings exceeded expectations: The company completed its $300 million first-year net cost-synergy target five months ahead of schedule and is now pacing toward approximately $330 million. The savings should support margins and cash generation. Compass Targets Q3 Revenue and Synergies
• Positive Sentiment: Q3 guidance topped expectations: Compass forecast third-quarter revenue of approximately $3.85 billion to $4.05 billion, compared with analyst expectations near $3.7 billion. Analysts also raised targets, including Wells Fargo to $13 and Goldman Sachs to $12, though both maintained neutral-equivalent ratings. Analyst Price Target Updates
• Neutral Sentiment: CEO Robert Reffkin sold 23,456 shares for approximately $274,000 under a pre-arranged Rule 10b5-1 plan. The transaction reduced his direct ownership by only 0.30%, making it a relatively limited signal. SEC Insider Trading Filing
• Neutral Sentiment: Management’s longer-term plans to build a broader listings and portal platform could improve consumer reach, but the strategy is less immediate than the earnings and synergy updates. Compass Portal Ambitions
• Negative Sentiment: Despite the operational improvement, COMP trades at a very high earnings multiple, leaving the stock vulnerable to profit-taking after its sharp recent rally. The “Jeep Compass” review is unrelated to Compass, Inc. and should not affect the stock. Jeep Compass Review

Compass Company Profile

Compass, Inc is a technology-driven real estate brokerage firm that provides a full suite of services for home buyers, sellers and renters. Utilizing a proprietary software platform, the company equips its network of licensed real estate agents with data analytics, marketing automation and client relationship tools designed to enhance efficiency and transaction transparency.

Founded in 2012 by Ori Allon and Robert Reffkin, Compass has grown from a single office in New York City to serve more than 300 markets across the United States.