Steven Fendley Sells 7,000 Shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) Stock

Posted by Geri Gentry on Jul 1st, 2026

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Get Free Report) insider Steven Fendley sold 7,000 shares of the firm’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $48.37, for a total value of $338,590.00. Following the sale, the insider directly owned 302,126 shares of the company’s stock, valued at $14,613,834.62. The trade was a 2.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Kratos Defense & Security Solutions Trading Up 6.4%

NASDAQ KTOS traded up $3.18 during trading hours on Wednesday, reaching $53.04. The company had a trading volume of 8,227,300 shares, compared to its average volume of 5,246,267. Kratos Defense & Security Solutions, Inc. has a 1-year low of $41.87 and a 1-year high of $134.00. The stock has a market capitalization of $9.95 billion, a P/E ratio of 312.00 and a beta of 1.07. The stock has a 50-day moving average of $57.17 and a 200 day moving average of $77.97. The company has a current ratio of 5.63, a quick ratio of 5.08 and a debt-to-equity ratio of 0.04.

Kratos Defense & Security Solutions (NASDAQ:KTOS – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The aerospace company reported $0.16 EPS for the quarter, topping 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 analyst estimates of $345.00 million. During the same period in the prior year, the business posted $0.12 EPS. The business’s revenue for the quarter was up 22.6% compared to the same quarter last year. As a group, research analysts anticipate that Kratos Defense & Security Solutions, Inc. will post 0.47 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Kratos Defense & Security Solutions

Institutional investors have recently added to or reduced their stakes in the business. Mcguire Capital Advisors Inc. purchased a new position in shares of Kratos Defense & Security Solutions during the fourth quarter worth about $25,000. Atlantic Union Bankshares Corp grew its position in Kratos Defense & Security Solutions by 7,600.0% during the 4th 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. Murphy & Mullick Capital Management Corp grew its position in Kratos Defense & Security Solutions by 115.4% during the 4th quarter. Murphy & Mullick Capital Management Corp now owns 420 shares of the aerospace company’s stock worth $32,000 after purchasing an additional 225 shares during the last quarter. Vision Retirement LLC increased its stake in Kratos Defense & Security Solutions by 288.2% in the first quarter. Vision Retirement LLC now owns 427 shares of the aerospace company’s stock valued at $30,000 after purchasing an additional 317 shares during the period. Finally, CI Investments Inc. increased its stake in Kratos Defense & Security Solutions by 142.7% in the third quarter. CI Investments Inc. now owns 432 shares of the aerospace company’s stock valued at $39,000 after purchasing an additional 254 shares during the period. Hedge funds and other institutional investors own 75.92% of the company’s stock.

Trending Headlines about Kratos Defense & Security Solutions

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

Positive Sentiment: Wedbush initiated coverage with an Outperform rating and an $85 price target, with the analyst calling Kratos a “misunderstood” supplier to the broader U.S. defense ecosystem. Article Title
Positive Sentiment: Kratos won an agreement to become the exclusive U.S. manufacturer for Elroy Air, and also disclosed an initial joint venture agreement with Barq Group in Abu Dhabi, boosting its uncrewed systems and international growth outlook. Article Title
Positive Sentiment: Investor enthusiasm around the proposed Golden Dome missile defense initiative is highlighting Kratos as a potential long-term supplier, supporting the case for future defense spending tied to its scalable technologies. Article Title
Positive Sentiment: Defense stocks, including KTOS, also got a lift after AeroVironment’s strong quarterly results signaled healthy demand across the sector. Article Title
Neutral Sentiment: Additional commentary from market outlets and analyst roundups continued to spotlight Kratos as one of the notable defense names attracting investor attention, but these items were mainly reiterative rather than new catalysts. Article Title

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. BTIG Research lowered their price objective on shares of 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. Canaccord Genuity Group upped their target price on shares of Kratos Defense & Security Solutions from $125.00 to $130.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. UBS Group reiterated a “neutral” rating and set a $82.00 target price on shares of Kratos Defense & Security Solutions in a report on Thursday, May 7th. Clear Str upgraded shares of Kratos Defense & Security Solutions to a “strong-buy” rating in a research note on Wednesday, April 29th. Finally, Citizens Jmp reduced their price objective on Kratos Defense & Security Solutions from $125.00 to $105.00 and set a “market outperform” rating on the stock in a research note on Friday, May 8th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $100.44.

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.