Insider Selling: Compass (NYSE:COMP) CFO Sells 99,986 Shares of Stock

Compass, Inc. (NYSE:COMP) CFO Scott Wahlers sold 99,986 shares of the business’s stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $12.03, for a total value of $1,202,831.58. Following the completion of the transaction, the chief financial officer directly owned 250,073 shares in the company, valued at approximately $3,008,378.19. This represents a 28.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Compass Trading Up 3.7%

Shares of NYSE:COMP traded up $0.44 during midday trading on Thursday, reaching $12.28. 76,907,880 shares of the company were exchanged, compared to its average volume of 41,807,074. The stock has a market cap of $6.89 billion, a PE ratio of -111.59 and a beta of 2.53. The business’s fifty day moving average is $10.03 and its two-hundred day moving average is $8.61. Compass, Inc. has a one year low of $5.10 and a one year high of $12.58.

Compass (NYSE:COMP) last issued its earnings results on Tuesday, November 4th. The company reported ($0.01) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.02) by $0.01. The firm had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.79 billion. Compass had a negative return on equity of 8.83% and a negative net margin of 0.85%. As a group, sell-side analysts expect that Compass, Inc. will post 0.09 EPS for the current year.

Compass News Summary

Here are the key news stories impacting Compass this week:

• Positive Sentiment: Shareholders approved the Compass–Anywhere merger and regulators have cleared major antitrust/HSR hurdles, with multiple reports saying the transaction is set to finalize this week — a scale and market-positioning boost that investors view as strategically constructive for Compass. Compass and Anywhere merger set to finalize this week
• Neutral Sentiment: Shares jumped sharply on merger enthusiasm and above-average volume, but some analysts (Zacks) note that recent earnings-estimate revision trends do not point to sustained upside from fundamentals alone — the rally appears merger-driven. Compass (COMP) Surges 9.3%: Is This an Indication of Further Gains?
• Neutral Sentiment: Market commentary tied the stock move to broader real-estate name strength after merger talk; macro/housing headlines (including political moves affecting the housing market) are amplifying volatility but aren’t company-specific fundamental changes. Largest Real Estate Names Spike On Merger Talk As Trump Rattles Market
• Neutral Sentiment: Reports about Compass Coffee’s bankruptcy are circulating but refer to an unrelated smaller coffee business; the name overlap may create noise but should not affect Compass, Inc.’s fundamentals. Compass Coffee could go south with bankruptcy filing
• Negative Sentiment: Compass priced an upsized private offering of convertible senior notes totaling $850 million (with an option for more). While the raise provides cash (likely to support operations/transaction-related needs), convertibles can be dilutive and create an overhang on equity — a potential headwind for the stock. Compass, Inc. Announces Upsize and Pricing of $850,000,000 Convertible Senior Notes
• Negative Sentiment: At least one outlet reports a recent analyst rating cut, which could temper momentum if other shops follow — keep an eye on fresh analyst commentary post-merger announcement. Compass (NYSE:COMP) Stock Rating Lowered by Wall Street Zen

Analyst Ratings Changes

A number of equities research analysts have issued reports on COMP shares. Compass Point set a $13.00 price objective on Compass in a research report on Monday, December 8th. Needham & Company LLC restated a “buy” rating and set a $11.00 price target on shares of Compass in a report on Tuesday, November 4th. UBS Group raised their price target on Compass from $11.00 to $12.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Wall Street Zen lowered shares of Compass from a “buy” rating to a “hold” rating in a research note on Wednesday. Finally, Wells Fargo & Company boosted their price objective on shares of Compass from $7.00 to $8.00 and gave the company an “equal weight” rating in a research report on Wednesday, November 5th. Seven research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $11.33.

About Compass

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.