Pacer Advisors Inc. decreased its position in shares of Kodiak Gas Services, Inc. (NYSE:KGS – Free Report) by 87.5% during the 1st quarter, HoldingsChannel reports. The fund owned 34,464 shares of the company’s stock after selling 241,711 shares during the quarter. Pacer Advisors Inc.’s holdings in Kodiak Gas Services were worth $2,010,000 at the end of the most recent quarter.
A number of other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in Kodiak Gas Services by 33.8% during the fourth quarter. Vanguard Group Inc. now owns 6,170,360 shares of the company’s stock worth $230,771,000 after purchasing an additional 1,559,172 shares during the period. Invesco Ltd. grew its stake in shares of Kodiak Gas Services by 29.5% in the 3rd quarter. Invesco Ltd. now owns 6,305,789 shares of the company’s stock valued at $233,125,000 after buying an additional 1,436,443 shares during the period. CIBC Private Wealth Group LLC increased its holdings in shares of Kodiak Gas Services by 3,046.3% during the 4th quarter. CIBC Private Wealth Group LLC now owns 1,471,663 shares of the company’s stock worth $55,040,000 after buying an additional 1,424,888 shares during the last quarter. Zimmer Partners LP increased its holdings in shares of Kodiak Gas Services by 45.7% during the 4th quarter. Zimmer Partners LP now owns 4,271,553 shares of the company’s stock worth $159,756,000 after buying an additional 1,339,849 shares during the last quarter. Finally, Eagle Global Advisors LLC purchased a new stake in shares of Kodiak Gas Services during the 4th quarter valued at approximately $39,741,000. Hedge funds and other institutional investors own 24.95% of the company’s stock.
Wall Street Analyst Weigh In
A number of research firms recently commented on KGS. Piper Sandler started coverage on Kodiak Gas Services in a report on Tuesday, July 28th. They issued an “overweight” rating and a $78.00 price objective on the stock. Wells Fargo & Company began coverage on Kodiak Gas Services in a research note on Wednesday, May 27th. They issued an “overweight” rating and a $93.00 price target on the stock. Barclays lowered their price target on Kodiak Gas Services from $76.00 to $72.00 and set an “overweight” rating for the company in a report on Wednesday, July 8th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Kodiak Gas Services in a research report on Friday, May 29th. Finally, Royal Bank Of Canada increased their target price on shares of Kodiak Gas Services from $64.00 to $84.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Ten equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Kodiak Gas Services presently has an average rating of “Moderate Buy” and a consensus target price of $79.33.
Kodiak Gas Services Price Performance
KGS stock opened at $59.89 on Friday. The company has a current ratio of 1.28, a quick ratio of 0.99 and a debt-to-equity ratio of 2.38. The company has a market capitalization of $5.32 billion, a PE ratio of 71.30, a P/E/G ratio of 0.84 and a beta of 0.97. Kodiak Gas Services, Inc. has a 12-month low of $30.68 and a 12-month high of $77.68. The business’s fifty day moving average price is $66.13 and its 200 day moving average price is $60.90.
Kodiak Gas Services (NYSE:KGS – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.55 EPS for the quarter, missing analysts’ consensus estimates of $0.67 by ($0.12). The firm had revenue of $391.12 million for the quarter, compared to analysts’ expectations of $386.30 million. Kodiak Gas Services had a net margin of 5.77% and a return on equity of 14.26%. The business’s revenue was up 21.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.43 earnings per share. On average, sell-side analysts anticipate that Kodiak Gas Services, Inc. will post 2.41 EPS for the current year.
Kodiak Gas Services Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, August 27th. Stockholders of record on Monday, August 17th will be given a dividend of $0.49 per share. This represents a $1.96 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend is Monday, August 17th. Kodiak Gas Services’s dividend payout ratio is currently 264.86%.
Insider Buying and Selling at Kodiak Gas Services
In related news, CAO Ewan William Hamilton sold 2,729 shares of Kodiak Gas Services stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $68.62, for a total value of $187,263.98. Following the completion of the transaction, the chief accounting officer owned 31,617 shares in the company, valued at approximately $2,169,558.54. The trade was a 7.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Cory Anne Roclawski sold 4,169 shares of the company’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $68.36, for a total transaction of $284,992.84. Following the sale, the executive vice president directly owned 24,662 shares in the company, valued at approximately $1,685,894.32. The trade was a 14.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 13,523 shares of company stock worth $921,319. 0.64% of the stock is owned by company insiders.
Trending Headlines about Kodiak Gas Services
Here are the key news stories impacting Kodiak Gas Services this week:
- Positive Sentiment: Revenue exceeded expectations and grew significantly. Kodiak’s second-quarter 2026 sales topped analyst estimates and increased 21.2% year over year, indicating continued demand for its natural-gas compression services. Kodiak Gas Services Q2 CY2026 sales top estimates but non-GAAP EPS misses
- Positive Sentiment: Profitability improved from a year earlier. Adjusted earnings were $0.55 per share, compared with $0.49 a year ago, while reported earnings increased from $0.43 per share in the prior-year quarter. The year-over-year improvement supports the broader growth story, even though results missed estimates. Kodiak Gas Services Q2 Earnings Miss Estimates
- Positive Sentiment: Kodiak maintained its quarterly cash dividend. The board declared a $0.49-per-share dividend, payable August 27 to shareholders of record August 17. The dividend represents an annualized yield of approximately 3.5%, which may support income-oriented investor interest. Kodiak Gas Declares Consistent Second-Quarter Cash Dividends
- Neutral Sentiment: Management discussed the second-quarter results and operating outlook during the earnings call. Investors are likely assessing the company’s growth plans and execution against the backdrop of elevated valuation and leverage. Kodiak Gas Services Q2 2026 Earnings Call Transcript
- Negative Sentiment: Adjusted EPS missed consensus estimates. Kodiak reported $0.55 per share versus the $0.67 analyst estimate, a $0.12 shortfall. The miss, along with a net margin of 5.77% and debt-to-equity ratio of 2.38, remains a risk for investors and could limit further upside if earnings do not accelerate. Kodiak Gas Services Quarterly Earnings Results
Kodiak Gas Services Profile
Kodiak Gas Services, Inc operates contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Compression Operations and Other Services. The Compression Operations segment operates company-owned and customer-owned compression infrastructure to enable the production, gathering, and transportation of natural gas and oil. The Other Services segment provides a range of contract services, including station construction, maintenance and overhaul, and other ancillary time and material-based offerings.
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