Marie Mendoza Sells 1,500 Shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock

Posted by Francis Steltz on Jun 19th, 2026

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Get Free Report) SVP Marie Mendoza sold 1,500 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $57.93, for a total transaction of $86,895.00. Following the completion of the transaction, the senior vice president owned 64,447 shares in the company, valued at approximately $3,733,414.71. This represents a 2.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Marie Mendoza also recently made the following trade(s):

On Friday, May 15th, Marie Mendoza sold 1,013 shares of Kratos Defense & Security Solutions stock. The shares were sold at an average price of $53.49, for a total value of $54,185.37.
On Wednesday, April 15th, Marie Mendoza sold 1,500 shares of Kratos Defense & Security Solutions stock. The shares were sold at an average price of $75.69, for a total transaction of $113,535.00.

Kratos Defense & Security Solutions Stock Down 3.5%

Kratos Defense & Security Solutions stock opened at $54.21 on Friday. Kratos Defense & Security Solutions, Inc. has a twelve month low of $39.00 and a twelve month high of $134.00. The stock’s fifty day simple moving average is $61.22 and its 200-day simple moving average is $79.62. The company has a current ratio of 5.63, a quick ratio of 5.08 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $10.17 billion, a P/E ratio of 318.88 and a beta of 1.04.

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

Kratos Defense & Security Solutions News Summary

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

Positive Sentiment: Kratos is benefiting from rising missile and propulsion demand, with its Defense Rocket Systems revenue jumping nearly 46% in Q1 2026, reinforcing the bullish case for its defense segment. Can Kratos Defense Become a Major Beneficiary of Rising Missile Demand?
Positive Sentiment: The company also got attention for successfully completing a cross-country autonomous tractor-trailer deployment supporting NASCAR logistics, highlighting progress in its autonomous systems and non-defense technology businesses. Kratos Completes Cross-Country Autonomous Tractor-Trailer Deployment Supporting NASCAR Race Logistics
Neutral Sentiment: Broker sentiment remains constructive overall, with analysts still carrying a “Moderate Buy” consensus, even though some price targets have been trimmed recently. Kratos Defense & Security Solutions, Inc. Receives Consensus Recommendation of “Moderate Buy” from Brokerages
Neutral Sentiment: Insider selling by SVP Marie Mendoza and EVP Phillip Carrai may have added a modest overhang, but both transactions were executed under pre-arranged 10b5-1 trading plans, which softens the bearish signal. Marie Mendoza Sells 1,500 Shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock
Negative Sentiment: Recent commentary on why the stock is down suggests investors are rotating out of defense names after the Iran-war-related drone and missile optimism faded, reducing the near-term momentum trade in KTOS. Why Kratos Defense Stock Dropped Today
Negative Sentiment: Another market note pointed to a decline in KTOS shares, underscoring that profit-taking and reduced war-driven enthusiasm are weighing on the stock despite strong operating news. Why Kratos Defense & Security Solutions, Inc.’s (KTOS) Stock Is Down 5.01%

Analyst Ratings Changes

KTOS has been the topic of a number of research reports. Cantor Fitzgerald reissued an “overweight” rating and set a $115.00 price target on shares of Kratos Defense & Security Solutions in a report on Tuesday, February 24th. UBS Group reaffirmed a “neutral” rating and set a $82.00 price objective on shares of Kratos Defense & Security Solutions in a research report on Thursday, May 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Kratos Defense & Security Solutions in a research note on Tuesday, April 21st. Clear Str raised Kratos Defense & Security Solutions to a “strong-buy” rating in a report on Wednesday, April 29th. Finally, Jefferies Financial Group set a $80.00 price target on Kratos Defense & Security Solutions in a research note on Sunday, May 10th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $101.35.

View Our Latest Report on KTOS

Institutional Trading of Kratos Defense & Security Solutions

Large investors have recently modified their holdings of the business. Alliancebernstein L.P. boosted its stake in shares of Kratos Defense & Security Solutions by 1,389.0% during the 3rd quarter. Alliancebernstein L.P. now owns 2,707,776 shares of the aerospace company’s stock worth $247,409,000 after purchasing an additional 2,525,921 shares during the last quarter. Corient Private Wealth LLC lifted its position in Kratos Defense & Security Solutions by 7,701.6% during the fourth quarter. Corient Private Wealth LLC now owns 1,593,549 shares of the aerospace company’s stock worth $120,966,000 after buying an additional 1,573,123 shares during the period. Norges Bank purchased a new position in Kratos Defense & Security Solutions during the fourth quarter worth about $104,807,000. Westfield Capital Management Co. LP acquired a new stake in Kratos Defense & Security Solutions in the 3rd quarter worth about $91,901,000. Finally, First Trust Advisors LP boosted its stake in Kratos Defense & Security Solutions by 29.5% in the 3rd quarter. First Trust Advisors LP now owns 3,068,863 shares of the aerospace company’s stock worth $280,402,000 after buying an additional 698,778 shares during the last quarter. 75.92% of the stock is currently owned by institutional investors and hedge funds.

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.