Recent discussions on X about Compass Minerals International (CMP) have centered around the company’s latest financial performance and a significant legal settlement. Posts on the platform highlight the fiscal 2025 third-quarter results, which showed a revenue increase to $214.6 million from $202.9 million year-over-year, sparking conversations about the company’s growth trajectory. Some users are optimistic, pointing to a 25% rise in adjusted EBITDA as a sign of operational strength.
Additionally, there’s buzz around a $1.4 million settlement of derivative actions, with X users debating the implications of the associated corporate governance reforms. While some see this as a step toward greater transparency, others question the long-term impact on investor confidence. The tone of these discussions varies, reflecting a mix of cautious hope and skepticism about the stock’s future.
Note: This discussion summary was generated from an AI condensation of post data.
Compass Minerals International Insider Trading Activity
Compass Minerals International insiders have traded $CMP stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CMP stock by insiders over the last 6 months:
- JOSEPH E REECE purchased 5,000 shares for an estimated $48,400
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Compass Minerals International Hedge Fund Activity
We have seen 98 institutional investors add shares of Compass Minerals International stock to their portfolio, and 131 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NEWTYN MANAGEMENT, LLC added 1,277,183 shares (+inf%) to their portfolio in Q2 2025, for an estimated $25,658,606
- SW INVESTMENT MANAGEMENT LLC removed 1,000,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $9,290,000
- EWING MORRIS & CO. INVESTMENT PARTNERS LTD. added 856,149 shares (+201.7%) to their portfolio in Q2 2025, for an estimated $17,200,033
- BLACKROCK, INC. removed 818,188 shares (-16.3%) from their portfolio in Q2 2025, for an estimated $16,437,396
- CASTLEKNIGHT MANAGEMENT LP removed 681,799 shares (-82.6%) from their portfolio in Q2 2025, for an estimated $13,697,341
- SAILINGSTONE CAPITAL PARTNERS LLC removed 640,675 shares (-10.3%) from their portfolio in Q2 2025, for an estimated $12,871,160
- MICHELSON MEDICAL RESEARCH FOUNDATION, INC. removed 600,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $12,054,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Compass Minerals International 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:
- Deutsche Bank issued a "Buy" rating on 06/23/2025
To track analyst ratings and price targets for Compass Minerals International, check out Quiver Quantitative's $CMP forecast page.
Compass Minerals International 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 $20.0.
Here are some recent targets:
- Jeffrey Zekauskas from JP Morgan set a target price of $18.0 on 08/13/2025
- David Begleiter from Deutsche Bank set a target price of $22.0 on 06/23/2025
- Joel Jackson from BMO Capital set a target price of $20.0 on 05/12/2025
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.
