COMPASS ($COMP) posted quarterly earnings results for Q4 2025 on Thursday, February 26th. The company reported earnings of -$0.07 per share, missing estimates of -$0.06 by $0.01. The company also reported revenue of $1,699,800,000, missing estimates of $1,720,920,417 by $-21,120,417.
Stock price change since market close: +2.5%
You can see Quiver Quantitative's $COMP stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
COMPASS Insider Trading Activity
COMPASS insiders have traded $COMP stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $COMP stock by insiders over the last 6 months:
- SCOTT R. WAHLERS (CFO) has made 0 purchases and 3 sales selling 176,486 shares for an estimated $2,044,246.
- BRADLEY K SERWIN (General Counsel) has made 0 purchases and 5 sales selling 57,681 shares for an estimated $606,884.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
COMPASS Hedge Fund Activity
We have seen 202 institutional investors add shares of COMPASS stock to their portfolio, and 198 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SB INVESTMENT ADVISERS (UK) LTD removed 19,698,164 shares (-44.0%) from their portfolio in Q4 2025, for an estimated $208,209,593
- MAVERICK CAPITAL LTD added 12,637,206 shares (+inf%) to their portfolio in Q4 2025, for an estimated $133,575,267
- ALTA PARK CAPITAL, LP removed 10,007,632 shares (-73.6%) from their portfolio in Q4 2025, for an estimated $105,780,670
- CITADEL ADVISORS LLC removed 9,361,597 shares (-85.5%) from their portfolio in Q4 2025, for an estimated $98,952,080
- PRICE T ROWE ASSOCIATES INC /MD/ added 8,962,488 shares (+2241.3%) to their portfolio in Q4 2025, for an estimated $94,733,498
- ATREIDES MANAGEMENT, LP added 8,723,434 shares (+inf%) to their portfolio in Q4 2025, for an estimated $92,206,697
- RUBRIC CAPITAL MANAGEMENT LP added 7,000,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $73,990,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
COMPASS Analyst Ratings
Wall Street analysts have issued reports on $COMP in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/15/2026
- BTIG issued a "Buy" rating on 01/08/2026
- UBS issued a "Buy" rating on 11/05/2025
- Needham issued a "Buy" rating on 09/23/2025
To track analyst ratings and price targets for COMPASS, check out Quiver Quantitative's $COMP forecast page.
COMPASS Price Targets
Multiple analysts have issued price targets for $COMP recently. We have seen 6 analysts offer price targets for $COMP in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Dae Lee from JP Morgan set a target price of $15.0 on 01/26/2026
- Matthew Bouley from Barclays set a target price of $15.0 on 01/15/2026
- Alec Brondolo from Wells Fargo set a target price of $13.0 on 01/13/2026
- Jake Fuller from BTIG set a target price of $15.0 on 01/08/2026
- Chris Kuntarich from UBS set a target price of $12.0 on 11/05/2025
- Bernie McTernan from Needham set a target price of $11.0 on 11/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
