Compass (NYSE:COMP) Stock Gets Price Target Reduction from Wells Fargo & Company

Compass (NYSE:COMP) had its price target lowered by Wells Fargo & Company from $10.00 to $9.00 in a research report issued on Friday, Benzinga reports. The firm currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price objective suggests a potential downside of 9.88% from the stock’s current price.

A number of other equities analysts have also commented on the company. BTIG Research cut their price objective on Compass from $15.00 to $13.00 and set a “buy” rating on the stock in a research note on Friday. Citigroup began coverage on shares of Compass in a research report on Wednesday, October 14th. They set an “outperform” rating for the company. Zacks Research lowered shares of Compass from a “strong-buy” rating to a “hold” rating in a report on Thursday, August 6th. Zelman & Associates upgraded shares of Compass from a “buy” rating to an “outperform” rating in a research report on Wednesday, October 21st. Finally, Needham & Company LLC reduced their price objective on shares of Compass from $17.00 to $12.00 and set a “buy” rating on the stock in a research note on Friday, October 16th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $13.21.

Compass Price Performance

COMP stock traded up $0.77 during midday trading on Friday, reaching $9.99. 5,290,373 shares of the stock were exchanged, compared to its average volume of 15,846,863. The stock has a market capitalization of $7.57 billion, a PE ratio of 165.75 and a beta of 2.39. The company has a debt-to-equity ratio of 1.05, a current ratio of 1.06 and a quick ratio of 1.06. The company has a fifty day moving average price of $9.75 and a 200 day moving average price of $9.90. Compass has a 52 week low of $6.37 and a 52 week high of $13.95.

Compass (NYSE:COMP) last released its quarterly earnings data on Thursday, November 5th. The company reported $0.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.04 by $0.03. Compass had a return on equity of 3.62% and a net margin of 0.63%. The company had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.90 billion. As a group, analysts expect that Compass will post 0.18 EPS for the current fiscal year.

Institutional Investors Weigh In On Compass

Several institutional investors and hedge funds have recently made changes to their positions in the business. IFP Advisors Inc acquired a new stake in Compass during the second quarter worth approximately $31,000. Reyes Financial Architecture Inc. bought a new stake in Compass in the third quarter worth approximately $35,000. GAMMA Investing LLC increased its holdings in Compass by 57.7% in the third quarter. GAMMA Investing LLC now owns 5,400 shares of the company’s stock worth $48,000 after purchasing an additional 1,975 shares in the last quarter. Nykredit A S bought a new stake in Compass in the second quarter worth approximately $77,000. Finally, Allworth Financial LP acquired a new position in Compass in the second quarter valued at approximately $110,000. Institutional investors own 67.05% of the company’s stock.

Key Stories Impacting Compass

Here are the key news stories impacting Compass this week:

• Positive Sentiment: Compass reported record Q3 revenue of $3.9 billion, up 12% year over year, and $62 million in GAAP net income. Adjusted EBITDA was $306 million, operating cash flow reached $248 million, and cash rose to $841 million. EPS of $0.07 beat the $0.04 estimate cited by MarketBeat; the company said results were records despite fewer housing transactions year over year. Compass Q3 results
• Neutral Sentiment: BTIG Research cut its price target from $15 to $13 but maintained a Buy rating. The lower target tempers the positive recommendation and signals a more cautious valuation outlook. BTIG Research rating information
• Neutral Sentiment: A report says Compass is expanding its private-listing business while weighing participation in Open Real Estate; the article does not specify the likely financial impact. Compass private listings and Open Real Estate
• Negative Sentiment: Several law firms publicized a pending securities class action involving claims about disclosures and offering materials tied to Compass’s January 2026 acquisition of Anywhere Real Estate. The allegations are not proven, but the litigation creates legal and reputational uncertainty. Class-action notice

Compass Company Profile

Compass, Inc is a technology-enabled residential real estate brokerage company that operates in the United States. The company provides services designed to help clients buy, sell, and rent homes, while supporting real estate agents with digital tools and brokerage services.

Its platform includes property search and marketing capabilities, customer relationship management tools, transaction management, and other technologies intended to streamline the real estate process. Compass works with independent agents and brokerage teams, who serve clients across a range of residential markets and property types.

Compass was founded in 2012 by Ori Allon and Robert Reffkin.