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

Compass, Inc. (NYSE:COMP) CEO Robert Reffkin sold 23,456 shares of Compass stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $11.70, for a total transaction of $274,435.20. Following the completion of the sale, the chief executive officer owned 7,757,748 shares in the company, valued at approximately $90,765,651.60. This trade represents a 0.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Compass Price Performance

NYSE:COMP opened at $12.87 on Thursday. 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, Inc. has a 12 month low of $6.37 and a 12 month high of $13.95. The firm has a market cap of $9.62 billion, a P/E ratio of 214.53 and a beta of 2.36. The stock has a 50 day moving average of $10.63 and a two-hundred day moving average of $9.73.

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

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on COMP. Barclays boosted their price target on shares of Compass from $15.00 to $16.00 and gave the company an “overweight” rating in a research note on Wednesday. Zacks Research raised shares of Compass from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 6th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $15.00 target price on shares of Compass in a report on Wednesday. Weiss Ratings raised Compass from a “sell (d-)” rating to a “sell (d+)” rating in a research report on Monday, May 11th. Finally, BTIG Research restated a “buy” rating on shares of Compass in a research note on Wednesday, July 15th. Two equities research 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 given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $14.21.

Trending Headlines about Compass

Here are the key news stories impacting Compass this week:

• Positive Sentiment: Record Q2 results: Compass reported $4.31 billion in revenue, up 14% year over year and above the $4.11 billion consensus estimate. GAAP net income reached a record $92 million, while adjusted EBITDA was $363 million and operating cash flow was $191 million. Compass Reports Record Second Quarter 2026 Results
• Positive Sentiment: Cost savings ahead of schedule: The company completed its entire $300 million first-year net cost-synergy target five months ahead of plan. Compass said it is pacing toward approximately $330 million in first-year synergies, supporting margins and profitability. Compass Targets Q3 Revenue and Synergies
• Positive Sentiment: Optimistic Q3 outlook: Compass forecast third-quarter revenue of roughly $3.85 billion to $4.05 billion, or approximately $3.9 billion to $4.1 billion in separate guidance reports, above the $3.7 billion analyst consensus. Compass Earnings Report
• Positive Sentiment: Analysts raised their price targets: Wells Fargo increased its target to $13 from $12, while Goldman Sachs lifted its target to $12 from $10.50. The ratings remain neutral or equal weight, limiting the bullish signal. Analyst Price Target Updates
• Neutral Sentiment: CEO Robert Reffkin sold 23,456 shares for approximately $274,000 under a pre-arranged Rule 10b5-1 trading plan. The sale reduced his direct holdings by only 0.30%, making it a limited insider-selling signal. SEC Insider Trading Filing
• Neutral Sentiment: Management is also promoting longer-term portal and listings strategies, which could expand Compass’s consumer reach but are less immediate than the earnings and cost-control improvements. Compass Portal Ambitions

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.