CMP

COMPASS MINERALS INTERNATIONAL INC

NYSE · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · Inc. DE · CIK 0001227654
$29.81 +0.61% $1.2B
Vol
Market Cap$1.2B
Cap SizeSmall Cap
Analyst ConsensusBuy (63%)
Inst. Holders8 funds
Inst. Value$85.9M
Inst. Activity0 buys / 2 sells
Reddit Sentiment50° Neutral
SEC Reports1
Exchange NYSE·Sector Mining & Quarrying of Nonmetallic Minerals (No Fuels)·Inc. DE·CIK 0001227654·Prev Close $29.63

Recent Activity

May 18, 2026 Insider
Nichols Benjamin S. sold 195 shares
Chief Commercial Officer @ $28.97 ($5.6K)
May 18, 2026 Insider
Nichols Benjamin S. sold 685 shares
Chief Commercial Officer @ $0.00 ($0.00)
May 18, 2026 Insider
Nichols Benjamin S. sold 685 shares
Chief Commercial Officer @ $0.00 ($0.00)
May 7, 2026 short_interest
FTD: CMP — 30,267 shares ($0.8M) failed to deliver
Settlement: 20260507, Price: $26.46, FTD Value: $800,864.82, COMPASS MINERALS INTERNATIONAL
May 6, 2026 SEC
Compass Minerals reported Q2 FY2026 revenue of $453.2M (-8.4% YoY) and adjusted EPS of $0.63 (flat YoY, missing consensu
8-K — Impact 5/10
Inst.
BANK OF AMERICA CORP — TRIM
158,058 shares ($3.1M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
35,774 shares ($702.6K)

Price Targets

$31.00 +5.7% upside Buy
Current $29.32 Low $25.00 Median $32.00 High $35.00 4 analysts
$25.00 $35.00

Analyst Ratings

Buy63% buy · 8 analysts
1Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 JP Morgan UPGRADE Underweight → Neutral
Jan 6, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
Dec 16, 2025 Freedom Capital Markets INITIATE Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.06 ▼ -33.8% $-0.18 — $0.01 84% YoY 4
Next Q $-0.17 ▲ +1.9% $-0.31 — $-0.10 -2% YoY 4
Current FY $0.84 ▲ +4.4% $0.75 — $0.93 276% YoY 4
Next FY $1.17 ▲ +15.3% $1.00 — $1.44 39% YoY 4

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$54.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT$15.7MADD
MORGAN STANLEY$8.2MTRIM
WELLS FARGO & COMPANY/MN$3.3MDOUBLED
BANK OF AMERICA CORP$3.1MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Nichols BenjaminF$5.6K
May 18, 2026Nichols BenjaminM$0.00
May 18, 2026Nichols BenjaminM$0.00
May 13, 2026Nichols BenjaminM$0.00
May 13, 2026Nichols BenjaminF$7.5K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish
8 institutional holders with $85.9M total value (4,371,287 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,757,733$54.2M63.1%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC800,364$15.7M18.3%ADD +28.2%
3MORGAN STANLEY418,553$8.2M9.6%TRIM -52.9%
4WELLS FARGO & COMPANY/MN169,873$3.3M3.9%DOUBLED +464.9%
5BANK OF AMERICA CORP /DE/158,058$3.1M3.6%TRIM -43.3%
6TWO SIGMA INVESTMENTS, LP35,774$702.6K0.8%TRIM -33.8%
7RENAISSANCE TECHNOLOGIES LLC15,800$310.3K0.4%NEW
8FMR LLC15,132$297.2K0.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/TRIM278,866158,058-43.3%$3.1M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM54,07635,774-33.8%$702.6K2025-Q4
BANK OF AMERICA CORP /DE/TRIM435,916278,866-36.0%$5.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW15,900$305.3K2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED85,378435,916+410.6%$8.8M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED26,188147,931+464.9%$3.0M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD380,571487,937+28.2%$4.5M2025-Q1
CITADEL ADVISORS LLCTRIM298,852175,275-41.4%$1.6M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM86,09060,226-30.0%$559.5K2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT225,2000-100.0%$0.002025-Q1
MORGAN STANLEYTRIM994,637468,818-52.9%$5.3M2024-Q4
CITADEL ADVISORS LLCTRIM440,990298,852-32.2%$3.4M2024-Q4
UBS Group AGDOUBLED73,103255,260+249.2%$2.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM548,000225,200-58.9%$2.5M2024-Q4
NORGES BANKEXIT19,5420-100.0%$0.002024-Q4
MORGAN STANLEYADD755,963994,637+31.6%$12.0M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW428,451$5.1M2024-Q3
11 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Nichols Benjamin S.Chief Commercial OfficerF195$28.97$5.6K
May 18, 2026Nichols Benjamin S.Chief Commercial OfficerM685$0.00$0.00
May 18, 2026Nichols Benjamin S.Chief Commercial OfficerM685$0.00$0.00
May 13, 2026Nichols Benjamin S.Chief Commercial OfficerM737$0.00$0.00
May 13, 2026Nichols Benjamin S.Chief Commercial OfficerF247$30.21$7.5K
May 13, 2026Nichols Benjamin S.Chief Commercial OfficerM737$0.00$0.00
Mar 31, 2026DEALY RICHARD PDirectorA1,259$0.00$0.00
Mar 31, 2026Reece Joseph EDirectorA1,816$0.00$0.00
Mar 31, 2026Safran DavidDirectorA1,071$0.00$0.00
Mar 5, 2026Miller Melissa MDirectorM11,905$0.00$0.00
Mar 5, 2026Joyce Gareth TDirectorM11,905$0.00$0.00
Mar 5, 2026Joyce Gareth TDirectorM11,905$0.00$0.00
Mar 5, 2026Merle Denise MDirectorA5,032$0.00$0.00
Mar 5, 2026DEALY RICHARD PDirectorA5,032$0.00$0.00
Mar 5, 2026Ball Russell DavidDirectorA5,032$0.00$0.00
Mar 5, 2026Reece Joseph EDirectorA9,434$0.00$0.00
Mar 5, 2026Reece Joseph EDirectorM22,322$0.00$0.00
Mar 5, 2026Reece Joseph EDirectorM22,322$0.00$0.00
Mar 5, 2026DEALY RICHARD PDirectorM11,905$0.00$0.00
Mar 5, 2026DEALY RICHARD PDirectorM11,905$0.00$0.00
Mar 5, 2026WALKER LORI ADirectorM11,905$0.00$0.00
Mar 5, 2026WALKER LORI ADirectorM11,905$0.00$0.00
Mar 5, 2026Safran DavidDirectorA5,032$0.00$0.00
Mar 5, 2026Roberts Mark LawrenceDirectorA5,032$0.00$0.00
Mar 5, 2026Joyce Gareth TDirectorA5,032$0.00$0.00
Mar 5, 2026Miller Melissa MDirectorA5,032$0.00$0.00
Mar 5, 2026Miller Melissa MDirectorM11,905$0.00$0.00
Mar 3, 2026Merrin Patrick JamesChief Operations OfficerM18,525$0.00$0.00
Mar 3, 2026Merrin Patrick JamesChief Operations OfficerM11,047$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 5.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (63% buy). Based on 8 analysts: 1 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$31.00 mean target +5.7% upside Buy (2.00)
$25.00 Low $35.00 High
MetricValue
Current Price$29.32
Target Low$25.00
Target Mean$31.00
Target Median$32.00
Target High$35.00
# Analysts4
RecommendationBuy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.06 $-0.18 $0.01 84.3% -33.8% 2↑ 2↓ $0.2B -3.8% 4
Next Q
2026-09-30
$-0.17 $-0.31 $-0.10 -2.5% +1.9% 2↑ 2↓ $0.2B -2.8% 4
Current FY
2026-09-30
$0.84 $0.75 $0.93 275.8% +4.4% 2↑ 1↓ $1.3B 2.5% 4
Next FY
2027-09-30
$1.17 $1.00 $1.44 39.0% +15.3% 3↑ 0↓ $1.3B 3.2% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.061
7d ago$-0.003-0.058
30d ago$-0.046-0.015
60d ago$-0.046-0.015
90d ago$-0.046-0.015
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 JP Morgan UPGRADE Underweight Neutral
Jan 6, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Dec 16, 2025 Freedom Capital Markets INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261430063%
May 1, 20261421063%
Apr 1, 20261421063%
Mar 1, 20261421063%
Feb 1, 20261421063%
Jan 1, 20261421063%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 20, 2026150° Neutral001
Apr 20, 2026150° Neutral001
Mar 26, 2026150° Neutral001
Mar 25, 2026150° Neutral001

Recent Reddit Threads

May 7, 2026
short_interest
FTD: CMP — 30,267 shares ($0.8M) failed to deliver
Settlement: 20260507, Price: $26.46, FTD Value: $800,864.82, COMPASS MINERALS INTERNATIONAL
May 6, 2026
earnings_calendar
CMP Q2 2026 Earnings Scheduled — 2026-05-06