COMP
Compass, Inc.
$7.58
-1.69%
$6.1B
No data for this timeframe.
Vol
Market Cap$6.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders8 funds
Inst. Value$1.7B
Inst. Activity3 buys / 2 sells
SEC Reports3
Exchange NYSE·Sector Real Estate Agents & Managers (For Others)·Inc. DE·CIK 0001563190·Prev Close $7.71
Recent Activity
Jun 4, 2026
short_volume
Short Volume: COMP — 64.7% short (5.1M / 7.8M)
Short: 5,067,798 | Exempt: 142,544 | TRF Vol: 7,828,086 | Short Ratio: 64.7% | Off-exchange volume (
May 14, 2026
Insider
McCarter Josh N. sold 35,288 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
Thomas-Graham Pamela sold 35,288 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
McCarter Josh N. sold 35,288 shares
Director @ $0.00 ($0.00)
May 6, 2026
SEC
Officer Bradley Serwin filed a Form 144 indicating intent to sell 1,804 shares of Compass, Inc. common stock, valued at
144 — Impact 1/10
May 5, 2026
SEC
Compass reported a historic first GAAP-profitable quarter with Q1 2026 net income of $22M, driven by the Anywhere acquis
8-K — Impact 7/10
Apr 17, 2026
SEC
Compass, Inc. entered into a put agreement with TPG, granting TPG the right to require Compass to purchase TPG's senior
8-K — Impact 5/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
4,843,800 shares ($51.2M)
Price Targets
$13.17
+61.2% upside
Strong Buy
Current $8.17
Low $9.00
Median $12.75
High $17.00
12 analysts
$9.00
$17.00
Analyst Ratings
4Strong Buy
10Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 28, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 26, 2026 | Benchmark | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.26 ▼ -12.5% | $0.13 — $0.45 | 62% YoY | 3 |
| Next Q | $0.20 ▼ -6.8% | $0.06 — $0.35 | 74% YoY | 3 |
| Current FY | $0.84 ▲ +56.1% | $0.49 — $1.23 | 169% YoY | 3 |
| Next FY | $0.78 ▼ -9.4% | $0.30 — $1.33 | -7% YoY | 3 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $780.4M | — |
| FMR LLC | $734.5M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $60.4M | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $51.2M | ADD |
| MORGAN STANLEY | $27.4M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 14, 2026 | McCarter Josh | M | $0.00 |
| May 14, 2026 | Thomas-Graham Pamela | M | $0.00 |
| May 14, 2026 | McCarter Josh | M | $0.00 |
| May 14, 2026 | McCarter Josh | A | $0.00 |
| May 14, 2026 | Thomas-Graham Pamela | A | $0.00 |
8 institutional holders with $1.7B total value (160,438,049 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 73,836,046 | $780.4M | 46.0% | — |
| 2 | FMR LLC | 69,493,347 | $734.5M | 43.3% | ADD +36.8% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,713,447 | $60.4M | 3.6% | NEW |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 4,843,800 | $51.2M | 3.0% | ADD +26.5% |
| 5 | MORGAN STANLEY | 2,596,079 | $27.4M | 1.6% | TRIM -38.5% |
| 6 | TWO SIGMA INVESTMENTS, LP | 2,076,299 | $21.9M | 1.3% | DOUBLED +830.4% |
| 7 | BANK OF AMERICA CORP /DE/ | 1,313,095 | $13.9M | 0.8% | TRIM -74.8% |
| 8 | WELLS FARGO & COMPANY/MN | 565,936 | $6.0M | 0.4% | ADD +79.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 3,828,200 | 4,843,800 | +26.5% | $51.2M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 4,222,782 | 2,596,079 | -38.5% | $27.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 223,172 | 2,076,299 | +830.4% | $21.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 5,209,280 | 1,313,095 | -74.8% | $13.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 316,131 | 565,936 | +79.0% | $6.0M | 2025-Q4 |
| FMR LLC | ADD | 48,759,148 | 66,715,565 | +36.8% | $535.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 9,634,749 | 5,209,280 | -45.9% | $41.8M | 2025-Q3 |
| UBS Group AG | DOUBLED | 998,259 | 4,539,046 | +354.7% | $36.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 795,763 | 223,172 | -72.0% | $1.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 2,540,399 | 9,634,749 | +279.3% | $60.5M | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 2,221,402 | 4,486,601 | +102.0% | $28.2M | 2025-Q2 |
| UBS Group AG | TRIM | 1,895,192 | 998,259 | -47.3% | $6.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 229,261 | 795,763 | +247.1% | $5.0M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 205,870 | 265,084 | +28.8% | $1.7M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 4,443,363 | 12,051,094 | +171.2% | $105.2M | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,735,650 | 2,221,402 | +28.0% | $19.4M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 327,631 | 229,261 | -30.0% | $2.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 3,331,417 | 4,443,363 | +33.4% | $26.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 2,729,000 | 3,584,000 | +31.3% | $21.0M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 2,638,762 | 1,735,650 | -34.2% | $10.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 776,495 | 1,705,488 | +119.6% | $10.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 148,831 | 199,215 | +33.9% | $1.2M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 5,363,348 | — | $32.8M | 2024-Q3 |
| MORGAN STANLEY | ADD | 1,924,800 | 2,638,762 | +37.1% | $16.1M | 2024-Q3 |
11 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | McCarter Josh N. | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Thomas-Graham Pamela | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | McCarter Josh N. | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | McCarter Josh N. | Director | A | 27,702 | $0.00 | $0.00 |
| May 14, 2026 | Thomas-Graham Pamela | Director | A | 27,702 | $0.00 | $0.00 |
| May 14, 2026 | Williams Dawanna | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Williams Dawanna | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Sordello Steven J | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Thomas-Graham Pamela | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Sordello Steven J | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Williams Dawanna | Director | A | 27,702 | $0.00 | $0.00 |
| May 14, 2026 | Sordello Steven J | Director | A | 27,702 | $0.00 | $0.00 |
| May 14, 2026 | PHILLIPS JR CHARLES E | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | PHILLIPS JR CHARLES E | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | PHILLIPS JR CHARLES E | Director | A | 27,702 | $0.00 | $0.00 |
| May 14, 2026 | Martell Frank | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Martell Frank | Director | M | 35,288 | $0.00 | $0.00 |
| May 14, 2026 | Martell Frank | Director | A | 27,702 | $0.00 | $0.00 |
| May 1, 2026 | Sordello Steven J | Director | M | 2,773 | $0.00 | $0.00 |
| May 1, 2026 | Sordello Steven J | Director | M | 2,773 | $0.00 | $0.00 |
| Mar 23, 2026 | Wahlers Scott R. | CFO | A | 70,921 | $0.00 | $0.00 |
| Mar 23, 2026 | Wahlers Scott R. | CFO | M | 35,460 | $0.00 | $0.00 |
| Mar 23, 2026 | Wahlers Scott R. | CFO | A | 196,199 | $0.00 | $0.00 |
| Mar 23, 2026 | Gustavson Timothy B. | Chief Accounting Officer | A | 36,787 | $0.00 | $0.00 |
| Mar 23, 2026 | Glass Ethan Charles | Chief Legal Officer | A | 156,959 | $0.00 | $0.00 |
| Mar 23, 2026 | Wahlers Scott R. | CFO | F | 18,103 | $7.77 | $140.7K |
| Mar 23, 2026 | Wahlers Scott R. | CFO | M | 35,460 | $0.00 | $0.00 |
| Mar 16, 2026 | Wahlers Scott R. | CFO | M | 36,895 | $0.00 | $0.00 |
| Mar 16, 2026 | Wahlers Scott R. | CFO | F | 28,941 | $8.28 | $239.6K |
| Mar 16, 2026 | Glass Ethan Charles | Chief Legal Officer | F | 50,970 | $8.28 | $422.0K |
| Mar 16, 2026 | Wahlers Scott R. | CFO | M | 56,690 | $0.00 | $0.00 |
| Mar 16, 2026 | Glass Ethan Charles | Chief Legal Officer | M | 101,733 | $0.00 | $0.00 |
| Mar 16, 2026 | Glass Ethan Charles | Chief Legal Officer | M | 38,150 | $0.00 | $0.00 |
| Mar 3, 2026 | Leinwand Allan | Director | G | 30,296 | $0.00 | $0.00 |
| Feb 4, 2026 | Reffkin Robert L. | Chairman and CEO | M | 1,154,593 | $0.00 | $0.00 |
| Feb 4, 2026 | Reffkin Robert L. | Chairman and CEO | F | 638,797 | $11.98 | $7.7M |
| Feb 4, 2026 | Reffkin Robert L. | Chairman and CEO | M | 814,627 | $0.00 | $0.00 |
| Feb 2, 2026 | Sordello Steven J | Director | M | 2,773 | $0.00 | $0.00 |
| Feb 2, 2026 | Sordello Steven J | Director | M | 2,773 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.3/10.
NEUTRAL
144
1/10
Officer Bradley Serwin filed a Form 144 indicating intent to sell 1,804 shares of Compass, Inc. comm
May 6, 2026
BULLISH
8-K
7/10
Compass reported a historic first GAAP-profitable quarter with Q1 2026 net income of $22M, driven by
May 5, 2026
NEUTRAL
8-K
5/10
Compass, Inc. entered into a put agreement with TPG, granting TPG the right to require Compass to pu
Apr 17, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 18 analysts: 4 strong buy, 10 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$13.17 mean target
+61.2% upside
Strong Buy (1.75)
$9.00 Low
$17.00 High
| Metric | Value |
|---|---|
| Current Price | $8.17 |
| Target Low | $9.00 |
| Target Mean | $13.17 |
| Target Median | $12.75 |
| Target High | $17.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.26 | $0.13 | $0.45 | 61.5% | -12.5% | 1↑ 2↓ | $4.1B | 99.0% | 3 |
| Next Q 2026-09-30 |
$0.20 | $0.06 | $0.35 | 74.0% | -6.8% | 1↑ 2↓ | $3.8B | 103.3% | 3 |
| Current FY 2026-12-31 |
$0.84 | $0.49 | $1.23 | 169.3% | +56.1% | 2↑ 1↓ | $14.0B | 100.6% | 3 |
| Next FY 2027-12-31 |
$0.78 | $0.30 | $1.33 | -6.6% | -9.4% | 1↑ 2↓ | $15.2B | 8.7% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.258 | |
| 7d ago | $0.258 | |
| 30d ago | $0.295 | -0.037 |
| 60d ago | $0.296 | -0.038 |
| 90d ago | $0.306 | -0.048 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 28, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 26, 2026 | Benchmark | INITIATE | — | Buy |
| Jan 26, 2026 | JP Morgan | INITIATE | — | Overweight |
| Jan 15, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 8, 2026 | BTIG | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 10 | 4 | 0 | 0 | 78% | |
| May 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| Apr 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| Mar 1, 2026 | 4 | 8 | 4 | 0 | 0 | 75% | |
| Feb 1, 2026 | 4 | 8 | 4 | 0 | 0 | 75% | |
| Jan 1, 2026 | 4 | 6 | 4 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 4, 2026
short_volume
Short Volume: COMP — 64.7% short (5.1M / 7.8M)
Short: 5,067,798 | Exempt: 142,544 | TRF Vol: 7,828,086 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: COMP — 65.6% short (2.1M / 3.2M)
Short: 2,116,732 | Exempt: 25,672 | TRF Vol: 3,227,712 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: COMP — 55.8% short (1.6M / 2.9M)
Short: 1,599,574 | Exempt: 2 | TRF Vol: 2,865,402 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: COMP — 63.7% short (2.5M / 3.9M)
Short: 2,490,148 | Exempt: 4,399 | TRF Vol: 3,909,604 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: COMP — 69.6% short (1.9M / 2.7M)
Short: 1,887,269 | Exempt: 3,419 | TRF Vol: 2,710,971 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: COMP — 76.7% short (4.7M / 6.2M)
Short: 4,736,928 | Exempt: 6,988 | TRF Vol: 6,176,702 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: COMP — 69.0% short (5.1M / 7.3M)
Short: 5,050,898 | Exempt: 1,600 | TRF Vol: 7,315,063 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: COMP — 56.4% short (4.6M / 8.2M)
Short: 4,625,261 | Exempt: 17,652 | TRF Vol: 8,204,357 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: COMP — 62.5% short (2.7M / 4.3M)
Short: 2,697,458 | Exempt: 1,121 | TRF Vol: 4,316,255 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: COMP — 57.4% short (2.0M / 3.4M)
Short: 1,980,274 | Exempt: 1,794 | TRF Vol: 3,449,466 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: COMP — 56.0% short (2.0M / 3.6M)
Short: 2,008,865 | Exempt: 1,570 | TRF Vol: 3,590,290 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: COMP — 633,089 shares ($5.5M) failed to deliver
Settlement: 20260508, Price: $8.74, FTD Value: $5,533,197.86, COMPASS INC CL A (DE)
May 5, 2026
earnings_calendar
COMP Q1 2026 Earnings After Market Close — 2026-05-05
Apr 29, 2026
short_volume
Short Volume: COMP — 58.3% short (2.6M / 4.4M)
Short: 2,559,877 | Exempt: 1,124 | TRF Vol: 4,392,494 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: COMP — 280,528 shares ($2.2M) failed to deliver
Settlement: 20260429, Price: $7.89, FTD Value: $2,213,365.92, COMPASS INC CL A (DE)