$CODI

Compass Diversified (NYSE: CODI) said it amended its management services agreement with Compass Group Management LLC, effective Jan. 1, 2027. The base fee drops from 2.00% to 1.25% of Adjusted Net Assets, capped at $30 million for 2027. Incentives shift to a 0.125% share alignment award and a performance-based award tied to TSR and EBITDA. CODI reaffirmed its full-year 2026 outlook.

Compass Diversified Holdings (CODI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ex101ninthamendedandrestat.htm EX-10.1 Document Exhibit 10.1 NINTH AMENDED AND RESTATED MANAGEMENT SERVICES AGREEMENT BY AND BETWEEN COMPASS GROUP DIVERSIFIED HOLDINGS LLC, AND COMPASS GROUP MANAGEMENT LLC Amended and Restated as of July 12, 2026 Amended and Restated as

Compass Diversified Holdings (CODI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. codi-20260624 0001345126 false 0001345126 2026-06-24 2026-06-24 0001345126 codi:SharesRepresentingBeneficialInterestsInCompassDiversifiedHoldingsMember 2026-06-24 2026-06-24 0001345126 codi:SeriesAPreferredSharesRepresentingSeriesATrustPreferredInterestInCompassDiversifiedHolding

Compass Diversified Holdings (CODI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. codi-20260608 0001345126 false 0001345126 2026-06-08 2026-06-08 0001345126 codi:SharesRepresentingBeneficialInterestsInCompassDiversifiedHoldingsMember 2026-06-08 2026-06-08 0001345126 codi:SeriesAPreferredSharesRepresentingSeriesATrustPreferredInterestInCompassDiversifiedHolding

Compass Diversified (NYSE:CODI) stock has recently crossed above its 200-day moving average, trading at $11.3570 against a 200-day average of $6.89. The company has seen mixed analyst ratings, with an average "Hold" rating and a target price of $12.75. Notably, insider Stephen Keller purchased 30,000 shares, and institutional investors collectively own 72.73% of the stock.

B. Riley Financial has raised its price target for Compass Diversified (NYSE:CODI) to $10.50 from $8.00, maintaining a "neutral" rating, which implies a potential 7.8% upside. This adjustment comes after the company reported a significant earnings miss in its last quarter, with shares currently trading near $9.74. Despite the mixed analyst ratings, which average out to a "Hold" with a target price of $12.75, insider Stephen Keller recently purchased 30,000 shares, and institutional ownership stands at approximately 72.7%.

Insider Stephen Keller recently purchased 30,000 shares of Compass Diversified (NYSE:CODI) for a total of $258,300, increasing his stake to 20,000 shares after the transaction. The company's stock traded at $9.56 mid-day with a negative P/E ratio, and institutional investors hold a significant portion of its shares. Analysts generally rate CODI as a "Hold" with an average price target of $11.50.

Raymond James Financial initiated coverage on Compass Diversified (NYSE:CODI) with a "market perform" rating. This new rating comes amidst a mixed analyst consensus, with the overall rating being "Reduce" and a consensus price target of $11.50. The company recently reported a significant EPS miss of -$0.98 against an expected $0.61, leading to shares trading at $6.29.

B. Riley Financial has cut its price target for Compass Diversified (NYSE:CODI) to $8.00 from $13.00, maintaining a "neutral" rating, which suggests a 17.58% potential upside from the last closing price. The company reported a significant earnings miss, posting ($0.98) EPS against an expected $0.61, and has a negative net margin. Despite some mixed analyst ratings, the consensus remains "Reduce" with a target price of $11.50.

Johnson Fistel, PLLP has initiated investigations into potential breaches of fiduciary duty against officers and directors of Firefly Aerospace Inc. (FLY), Flywire Corporation (FLYW), Fortinet, Inc. (FTNT), and Compass Diversified Holdings (CODI). The investigations are on behalf of long-term shareholders who held shares continuously prior to specific dates, alleging that the companies made misleading statements which led to stock price declines. Shareholders may seek corporate governance reforms and other remedies without personal cost.