Zelman & Associates Reiterates “Neutral” Rating for Compass (NYSE:COMP)

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

Several other research firms have also commented on COMP. Weiss Ratings upgraded shares of Compass from a “sell (d-)” rating to a “sell (d+)” rating in a research report on Monday, May 11th. UBS Group upped their price target on shares of Compass from $12.00 to $17.00 and gave the company a “buy” rating in a report on Friday, July 31st. Wells Fargo & Company increased their price target on shares of Compass from $12.00 to $13.00 and gave the company an “equal weight” rating in a research report on Wednesday. Oppenheimer lifted their price objective on Compass from $15.00 to $18.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Barclays increased their target price on Compass from $15.00 to $16.00 and gave the company an “overweight” rating in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $14.15.

Compass Price Performance

Shares of COMP traded down $0.57 during trading hours on Thursday, reaching $12.26. The company had a trading volume of 9,570,569 shares, compared to its average volume of 16,871,184. The company has a market capitalization of $9.16 billion, a price-to-earnings ratio of 204.10 and a beta of 2.36. Compass has a 12-month low of $6.37 and a 12-month high of $13.95. The firm has a 50 day simple moving average of $10.63 and a 200-day simple 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 (NYSE:COMP) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $0.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.08 by $0.03. Compass had a net margin of 0.63% and a return on equity of 4.56%. The company had revenue of $4.31 billion during the quarter, compared to the consensus estimate of $4.11 billion. Research analysts expect that Compass will post 0.22 earnings per share for the current year.

Insider Transactions at Compass

In other 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 transaction of $274,435.20. Following the sale, the chief executive officer owned 7,757,748 shares in the company, valued at $90,765,651.60. This trade represents a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 70,368 shares of company stock valued at $748,246 over the last three months. 2.85% of the stock is owned by company insiders.

Compass News Roundup

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.