Strs Ohio Sells 7,500 Shares of Mercury Systems Inc $MRCY

Posted by George Bondi on Jul 11th, 2026

Strs Ohio trimmed its position in Mercury Systems Inc (NASDAQ:MRCY – Free Report) by 57.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 5,500 shares of the technology company’s stock after selling 7,500 shares during the period. Strs Ohio’s holdings in Mercury Systems were worth $401,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of MRCY. AQR Capital Management LLC bought a new position in Mercury Systems in the 1st quarter worth $755,000. Goldman Sachs Group Inc. boosted its holdings in Mercury Systems by 51.6% during the first quarter. Goldman Sachs Group Inc. now owns 855,441 shares of the technology company’s stock valued at $36,861,000 after acquiring an additional 290,989 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Mercury Systems by 13.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 159,617 shares of the technology company’s stock valued at $6,878,000 after acquiring an additional 18,916 shares during the period. Jane Street Group LLC grew its position in shares of Mercury Systems by 161.3% in the first quarter. Jane Street Group LLC now owns 50,769 shares of the technology company’s stock valued at $2,188,000 after purchasing an additional 31,337 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its position in shares of Mercury Systems by 30.3% in the second quarter. JPMorgan Chase & Co. now owns 124,973 shares of the technology company’s stock valued at $6,731,000 after purchasing an additional 29,057 shares during the last quarter. 95.99% of the stock is owned by institutional investors.

Insider Buying and Selling at Mercury Systems

In related news, Director Howard L. Lance sold 9,250 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $99.76, for a total value of $922,780.00. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Steven Ratner sold 2,000 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $92.46, for a total transaction of $184,920.00. Following the completion of the transaction, the executive vice president directly owned 32,238 shares of the company’s stock, valued at $2,980,725.48. This trade represents a 5.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 21,875 shares of company stock worth $2,040,874. Corporate insiders own 1.40% of the company’s stock.

Mercury Systems Price Performance

Shares of NASDAQ:MRCY opened at $107.98 on Friday. Mercury Systems Inc has a 1-year low of $49.86 and a 1-year high of $128.45. The firm has a market capitalization of $6.48 billion, a PE ratio of -449.92 and a beta of 0.93. The business’s 50 day moving average is $106.26 and its 200-day moving average is $91.96. The company has a current ratio of 3.19, a quick ratio of 2.15 and a debt-to-equity ratio of 0.40.

Mercury Systems (NASDAQ:MRCY – Get Free Report) last issued its earnings results on Tuesday, May 5th. The technology company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.06 by $0.21. The business had revenue of $235.76 million during the quarter, compared to analyst estimates of $208.56 million. Mercury Systems had a positive return on equity of 2.22% and a negative net margin of 1.46%.Mercury Systems’s revenue was up 11.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.06 earnings per share. Sell-side analysts predict that Mercury Systems Inc will post 0.3 earnings per share for the current year.

Trending Headlines about Mercury Systems

Here are the key news stories impacting Mercury Systems this week:

Positive Sentiment: Zacks Research raised multiple forward EPS estimates for Mercury Systems, including FY2027 to $0.67 and FY2028 to $1.25, while keeping a Strong-Buy rating. Zacks estimate updates
Positive Sentiment: Mercury Systems’ latest quarterly results beat expectations, with revenue and EPS topping consensus and revenue rising year over year, reinforcing the case for a recovery. Mercury Systems earnings report context
Positive Sentiment: A defense-sector earnings roundup described Mercury Systems as having “impressed,” which may be contributing to positive sentiment around its Q1 defense-contracting performance. Defense contractors earnings article
Neutral Sentiment: One Zacks article compared Mercury Systems with other aerospace names this year; this is more of a relative-performance update than a direct company-specific catalyst. Relative performance article
Negative Sentiment: Seeking Alpha published a bearish view arguing the investment case has largely played out and that Mercury Systems is now a sell, which could weigh on sentiment. Bearish Seeking Alpha article

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. Truist Financial upgraded Mercury Systems to a “strong-buy” rating in a research note on Friday, May 1st. Canaccord Genuity Group increased their target price on Mercury Systems from $102.00 to $106.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. The Goldman Sachs Group raised their target price on Mercury Systems from $60.00 to $68.00 and gave the company a “sell” rating in a report on Monday, May 11th. Jefferies Financial Group reiterated a “hold” rating and set a $115.00 price target on shares of Mercury Systems in a report on Friday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Mercury Systems in a research report on Tuesday, April 21st. Three equities research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $92.11.

Read Our Latest Stock Report on MRCY

About Mercury Systems

(Free Report)

Mercury Systems, Inc (NASDAQ: MRCY) is a technology company that designs, manufactures and markets secure processing subsystems for aerospace and defense applications. The company’s products are built to address the stringent security, safety and reliability requirements of mission-critical programs, with a focus on radar, electronic warfare, intelligence and other sensor and processing functions. Mercury’s offerings encompass rugged embedded computing modules, high-performance radio frequency (RF) and microwave components, digital signal processing subsystems and secure networking solutions.

Since its origins in advanced signal processing, Mercury Systems has expanded its capabilities through a combination of internal development and targeted acquisitions.