Kratos Defense & Security Solutions (NASDAQ:KTOS) Insider Sells $261,880.00 in Stock

Posted by Brenda Bartman on May 29th, 2026

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Get Free Report) insider Stacey Rock sold 4,000 shares of Kratos Defense & Security Solutions stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $65.47, for a total value of $261,880.00. Following the completion of the transaction, the insider directly owned 13,896 shares of the company’s stock, valued at approximately $909,771.12. This represents a 22.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Kratos Defense & Security Solutions Stock Down 1.6%

Shares of KTOS traded down $1.06 during midday trading on Friday, hitting $64.13. The company had a trading volume of 10,032,630 shares, compared to its average volume of 4,387,156. The company’s 50-day simple moving average is $66.49 and its 200-day simple moving average is $81.17. The company has a debt-to-equity ratio of 0.04, a quick ratio of 5.08 and a current ratio of 5.63. The firm has a market capitalization of $12.03 billion, a P/E ratio of 377.24 and a beta of 1.06. Kratos Defense & Security Solutions, Inc. has a 1 year low of $35.88 and a 1 year high of $134.00.

Kratos Defense & Security Solutions (NASDAQ:KTOS – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The aerospace company reported $0.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.03. The business had revenue of $371.00 million during the quarter, compared to analysts’ expectations of $345.00 million. Kratos Defense & Security Solutions had a return on equity of 2.82% and a net margin of 2.08%.The business’s quarterly revenue was up 22.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.12 EPS. As a group, sell-side analysts expect that Kratos Defense & Security Solutions, Inc. will post 0.5 EPS for the current year.

Institutional Investors Weigh In On Kratos Defense & Security Solutions

Hedge funds and other institutional investors have recently made changes to their positions in the business. Mcguire Capital Advisors Inc. purchased a new stake in Kratos Defense & Security Solutions in the fourth quarter valued at $25,000. Atlantic Union Bankshares Corp grew its holdings in shares of Kratos Defense & Security Solutions by 7,600.0% during the fourth quarter. Atlantic Union Bankshares Corp now owns 385 shares of the aerospace company’s stock worth $29,000 after purchasing an additional 380 shares during the last quarter. Vision Retirement LLC grew its holdings in shares of Kratos Defense & Security Solutions by 288.2% during the first quarter. Vision Retirement LLC now owns 427 shares of the aerospace company’s stock worth $30,000 after purchasing an additional 317 shares during the last quarter. Rakuten Securities Inc. acquired a new stake in shares of Kratos Defense & Security Solutions during the second quarter worth about $31,000. Finally, Caitlin John LLC acquired a new stake in shares of Kratos Defense & Security Solutions during the third quarter worth about $32,000. Institutional investors and hedge funds own 75.92% of the company’s stock.

Kratos Defense & Security Solutions News Roundup

Here are the key news stories impacting Kratos Defense & Security Solutions this week:

Positive Sentiment: Reports that the U.S. government may fund or take equity stakes in domestic drone makers have raised hopes that Kratos could benefit from stronger demand, policy support, and a more favorable growth outlook. Kratos And US Drone Funding Talks Could Reshape Growth And Risk Profile
Positive Sentiment: Heavy call-option buying suggests traders are positioning for additional upside tied to the drone-sector funding theme. Kratos Defense & Security Solutions Sees Unusually Large Options Volume (NASDAQ:KTOS)
Neutral Sentiment: Several insiders recently sold shares, including director Bobbi Doorenbos and executives Steven S. Fendley and Jonah Adelman. While the sales can pressure sentiment, at least one was made under a pre-arranged 10b5-1 plan and does not necessarily indicate a change in fundamentals. Jonah Adelman insider sale details

Analyst Ratings Changes

KTOS has been the subject of several recent research reports. Clear Str upgraded Kratos Defense & Security Solutions to a “strong-buy” rating in a research note on Wednesday, April 29th. Canaccord Genuity Group lifted their price objective on Kratos Defense & Security Solutions from $125.00 to $130.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Piper Sandler decreased their price objective on Kratos Defense & Security Solutions from $99.00 to $75.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. BTIG Research decreased their price objective on Kratos Defense & Security Solutions from $115.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Kratos Defense & Security Solutions in a research note on Tuesday, April 21st. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $96.28.

View Our Latest Research Report on KTOS

About Kratos Defense & Security Solutions

(Get Free Report)

Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) is a technology-driven company that specializes in national security and defense solutions for government and military customers. The firm’s core capabilities span unmanned systems, satellite communications, missile defense, cyber security, and directed-energy weapons. Through its integrated approach, Kratos delivers mission-critical products and services designed to enhance operational readiness and support force modernization initiatives.

In the unmanned systems arena, Kratos develops high-performance aerial platforms used as target drones, low-cost attritable aircraft and experimental stealth demonstrators.