Compass Minerals (CMP)
Supplies deicing salt, industrial salt, and sulfate of potash products.
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Produces salt products for deicing, water treatment, nutrition, and industrial uses, alongside Protassium+ sulfate of potash for crop-input customers. Sales are concentrated in Salt, with Plant Nutrition now centered on Ogden after exits from South America, lithium, fire retardants, and Wynyard.
Operates through Salt and Plant Nutrition. Salt produces sodium chloride and magnesium chloride for highway deicing, consumer and professional deicing, water treatment, human and animal nutrition, chemical production, and industrial uses.
Plant Nutrition sells sulfate of potash in multiple grades under the Protassium+ name to crop-input distributors, retailers, growers, and industrial users. After the Wynyard sale, the current plant-nutrition focus points to the Ogden operation.
Operations are centered in North America, with salt also serving U.K. customers. Salt depends on winter weather, deicing orders, inventory levels, mine production, and pricing; Plant Nutrition depends on SOP output, agricultural demand, costs, and pricing.
Recent strategy has narrowed back to core Salt and Plant Nutrition after exits from South America, lithium, and fire retardants, with balance-sheet repair tied to asset sales and cash generation.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 31, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $35 | Target: $32 |
| Aug 10, 2026 | Compass Point | Target | Target: $30 | Target: $27 |
| Aug 10, 2026 | JP Morgan | Downgrade | ||
| May 27, 2026 | Deutsche Bank | Target | Target: $15 | Target: $35 |
| May 14, 2026 | Compass Point | Target | Target: $22 | Target: $30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $56.3M · Total debt $728.1M · Total assets $1.35B · Shareholders' equity $263.5M
- Revenue
- $215.3M
- Operating income
- $10.9M
- Net income
- −$5.7M
HistoryDividendAnnual yield
| Institutions | ≈ 93.90% | 39.40M shares | |
|---|---|---|---|
| 239 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.95% | 2.08M shares | |
| 19 holders · as of Sep 15, 2026 | |||
| Other | ≈ 1.15% | 479.4K shares | |
| remainder | |||
41.96M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Koch, Inc.Institution | 16.77% | 7.03M | as of Jun 30, 2026 |
Sailingstone Capital Partners LLCInstitution | 7.99% | 3.35M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.34% | 3.08M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.82% | 2.44M | as of Jun 30, 2026 |
M Partners Fund LPInstitution | 5.46% | 2.29M | filed Nov 18, 2025 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- ICL
Potash, salts, and specialty crop-nutrition overlap
- Nutrien
Scale potash producer and crop-input retailer
- Mosaic
Large potash and phosphate crop-nutrient producer
- SQM (ADR)
Specialty plant nutrition and potassium fertilizer rival
- Intrepid Potash
U.S. potash and Trio specialty-fertilizer peer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Compass Minerals | $23.44 | −1.51% | $998.6M | 55.3 | 19.1 | 0.8 | +0.3% |
| ICL | $5.33 | −1.39% | $6.97B | 22.5 | 12.1 | 0.9 | +16.5% |
| Nutrien | $75.44 | +0.01% | $36.21B | 15.3 | 14.3 | 1.3 | +0.3% |
| Mosaic | $24.86 | +0.51% | $7.86B | 130.2 | 27.3 | 0.7 | −6.0% |
| SQM (ADR) | $69.55 | −0.91% | $20.05B | 14.4 | 8.8 | 3.0 | +136.7% |
| Intrepid Potash | $37.11 | −0.28% | $499.8M | 18.8 | 20.1 | 1.7 | −6.7% |
| Median | 18.8 | 14.3 | 1.3 | +0.3% |