Compass Minerals International Inc (CMP) Stock Falls on Q2 2026 Earnings

Compass Minerals International Inc (CMP) reported second-quarter 2026 results showing mixed performance: total revenue was $453.2 million (down 8.4% year‑over‑year) while gross profit rose to $83.0 million (up 8.1% YoY).

Total revenue: $453.2 million (down 8.4% YoY; beat the analyst estimate of $441.7 million).

Gross profit: $83.0 million (up 8.1% YoY).

Operating profit: $56.0 million (declined about 1,906% YoY).

Net income attributable to common shareholders: $12.7 million (down 139.7% YoY).

Diluted earnings per share: $0.30 (versus an estimate of $0.63, missing by about $0.33).

Business cash flow and balance-sheet snapshot:

Cash from operating activities: $197.4 million (up 5.6% YoY).

Purchases of property, plant and equipment (capex): $18.2 million (up 30.0% YoY).

Cash and cash equivalents: $74.1 million (up 49.7% YoY).

Total liabilities: $1.09 billion (down 15.8% YoY).

Overall, Compass Minerals (CMP) delivered a revenue beat but reported weaker per‑share earnings, and the stock moved lower following the release (down 2.76% since market close).

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

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Compass Minerals Intl Inc Hedge Fund Activity

We have seen 73 institutional investors add shares of Compass Minerals Intl Inc stock to their portfolio, and 93 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 759,715 shares (+4579.9%) to their portfolio in Q4 2025, for an estimated $14,920,802
MILLENNIUM MANAGEMENT LLC removed 503,274 shares (-96.4%) from their portfolio in Q4 2025, for an estimated $9,884,301
ENGINE CAPITAL MANAGEMENT, LP added 383,325 shares (+inf%) to their portfolio in Q4 2025, for an estimated $7,528,503
NOMURA HOLDINGS INC removed 369,373 shares (-96.7%) from their portfolio in Q4 2025, for an estimated $7,254,485
SAILINGSTONE CAPITAL PARTNERS LLC added 308,957 shares (+6.1%) to their portfolio in Q4 2025, for an estimated $6,067,915
LEE DANNER & BASS INC added 295,000 shares (+94.9%) to their portfolio in Q1 2026, for an estimated $6,879,400
PACER ADVISORS, INC. removed 290,210 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,699,724

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Compass Minerals Intl Inc Analyst Ratings

Wall Street analysts have issued reports on $CMP in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Freedom Capital Markets issued a "Buy" rating on 12/16/2025

To track analyst ratings and price targets for Compass Minerals Intl Inc, check out Quiver Quantitative's $CMP forecast page.

Compass Minerals Intl Inc Price Targets

Multiple analysts have issued price targets for $CMP recently. We have seen 3 analysts offer price targets for $CMP in the last 6 months, with a median target of $22.0.

Here are some recent targets:

Joel Jackson from BMO Capital set a target price of $25.0 on 01/06/2026
David Silver from Freedom Capital Markets set a target price of $22.0 on 12/16/2025
David Begleiter from Deutsche Bank set a target price of $21.0 on 12/11/2025