CMP
COMPASS MINERALS INTERNATIONAL INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A May 14 JP Morgan upgrades
- A Aug 10 JP Morgan downgrades
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Mar 3. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 22 added (1 new), 11 trimmed or exited. Largest new: Jacobs Levy Equity Management $27.6M.
- AnalystsBULLISH
5 of 8 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate −$0.179 → −$0.029 over 90 days.
- TrendDOWNTREND
6% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | $70.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | NEW | $27.6M |
| Nuveen, LLC | ADD | $16.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $14.8M |
| MORGAN STANLEY | ADD | $13.7M |
| RAYMOND JAMES FINANCIAL INC | DOUBLED | $9.0M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | $8.5M |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | $8.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +33%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 31, 2026 | Deutsche Bank MAINTAIN | Buy |
| Aug 10, 2026 | JP Morgan DOWNGRADE | Underweight |
| May 14, 2026 | JP Morgan UPGRADE | Neutral |
| Date | Member | Type | Amount |
|---|---|---|---|
| Jul 16, 2026 | Gilbert Cisneros D· HOUSE· Compass Minerals International Inc | BUY | $1,001 - $15,000 |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 15, 2026 | Risner Brandon Chief Operating Officer | EXERCISE | 803 sh |
| Oct 15, 2026 | Risner Brandon Chief Operating Officer | EXERCISE | 4,442 sh |
| Oct 15, 2026 | Nichols Benjamin S. Chief Commercial Officer | EXERCISE | 6,946 sh |
| Oct 15, 2026 | Nichols Benjamin S. Chief Commercial Officer | EXERCISE | 856 sh |
| Oct 15, 2026 | DOWLING EDWARD C President and CEO | EXERCISE | 45,466 sh |
| Oct 15, 2026 | Ward Ashley Chief Accounting Officer | EXERCISE | 2,598 sh |
| Oct 15, 2026 | Risner Brandon Chief Operating Officer | EXERCISE | 5,245 sh |
| Oct 15, 2026 | DOWLING EDWARD C President and CEO | TAX W/H | $454.0K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.03 | -$0.10–$0.01 | +0.0% | $219.1M |
| Next Q | — | — | — | $0.00 |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 0 bullish · 1 bearish · 3 mixed · 2 neutral- NEUTRAL 8-KOct 15, 2026
Director David Safran resigned from the board of Compass Minerals on October 9, 2026, with the…
Routine board governance change with no immediate trading implications. Monitor for any subsequent filings that might provide context on the resignation reason.
- MIXED INST-CLUSTERAug 21, 2026
A mixed institutional cluster formed in CMP during 2026-Q2, with 9 buyers accumulating $57.2M (led…
The active-manager buying (American Century, D.E. Shaw, Nuveen) against passive selling (BofA, Wells Fargo) suggests a fundamental thesis divergence — monitor Q4 2026 earnings for confirmation of…
- NEUTRAL 8-KAug 5, 2026
Compass Minerals announced the departure of COO Patrick Merrin and the promotion of Brandon Risner…
This is a routine executive succession with an internal promotion. No immediate trading action is warranted. Monitor for any future strategic shifts under the new COO, but this filing alone is not a…
- MIXED 8-KAug 5, 2026
Compass Minerals reported fiscal Q3 2026 results with revenue in line at $215.3M (beat consensus…
The mixed quarter with a revenue beat but EPS miss and elevated Salt costs suggests continued operational challenges in mining. The raised EBITDA guidance and credit upgrade are positive for debt…
All CMP filing & press-release reports (6)
- 8-K reportOct 15, 2026
- INST-CLUSTER reportAug 21, 2026
- 8-K reportAug 5, 2026
- 8-K reportAug 5, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 6, 2026