Compass (NYSE:COMP) CEO Robert Reffkin Sells 23,456 Shares of Stock

Compass, Inc. (NYSE:COMP) CEO Robert Reffkin sold 23,456 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 7,757,748 shares of the company’s stock, valued at $90,765,651.60. This represents a 0.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Compass Stock Up 7.3%

Shares of COMP stock traded up $0.87 during trading on Wednesday, reaching $12.87. The company’s stock had a trading volume of 30,006,012 shares, compared to its average volume of 16,921,688. The business has a fifty day moving average price of $10.54 and a 200-day moving average price of $9.73. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.11. The company has a market cap of $9.62 billion, a price-to-earnings ratio of 643.60 and a beta of 2.36. Compass, Inc. has a one year low of $6.37 and a one year high of $13.95.

Compass (NYSE:COMP) last released its earnings results on Tuesday, August 4th. The company reported $0.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.08 by $0.03. Compass had a net margin of 0.17% and a return on equity of 1.11%. The business had revenue of $4.31 billion during the quarter, compared to the consensus estimate of $4.11 billion. Analysts anticipate that Compass, Inc. will post 0.22 earnings per share for the current year.

Key Compass News

Here are the key news stories impacting Compass this week:

• Positive Sentiment: Record profitability and strong operating results: Compass reported $92 million in GAAP net income, $363 million in adjusted EBITDA and $191 million in operating cash flow for the second quarter. Revenue rose 14% year over year to $4.31 billion, exceeding analyst expectations of $4.11 billion, while adjusted EPS of $0.11 surpassed the $0.08 consensus estimate. Compass, Inc. Reports Record Second Quarter 2026 Results
• Positive Sentiment: Cost synergies were achieved ahead of schedule: The company completed its entire $300 million Year 1 net cost-synergy target five months ahead of plan and said it is pacing toward approximately $330 million in Year 1 synergies. The savings are supporting margins and earnings despite a difficult housing market. Compass Shares Jump on Cost Savings, Transaction Growth
• Positive Sentiment: Upbeat third-quarter outlook: Compass forecast third-quarter revenue of roughly $3.85 billion to $4.05 billion, above the approximately $3.7 billion analyst consensus. Management also cited transaction growth and broad strength across the business. Compass Targets Third-Quarter Revenue and Synergies
• Neutral Sentiment: Analyst targets moved higher but remain cautious: Wells Fargo raised its target to $13 from $12 while maintaining an “equal weight” rating. Goldman Sachs lifted its target to $12 from $10.50 but retained a “neutral” rating, indicating limited upside at recent levels.
• Neutral Sentiment: Portal strategy could provide a longer-term catalyst: CEO Robert Reffkin outlined ambitions to build a listings portal around Compass’s inventory. The strategy may improve consumer reach and monetization over time, but it is not yet a material near-term earnings driver. Compass CEO Discusses Portal Ambitions

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on COMP shares. 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. The Goldman Sachs Group boosted their price target on Compass from $10.50 to $12.00 and gave the stock a “neutral” rating in a research report on Wednesday. Weiss Ratings raised Compass from a “sell (d-)” rating to a “sell (d+)” rating in a report on Monday, May 11th. Zacks Research raised shares of Compass from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 6th. Finally, Wells Fargo & Company boosted their target price on shares of Compass from $12.00 to $13.00 and gave the stock an “equal weight” rating in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $14.21.

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.