Insider Selling: Mercury Systems (NASDAQ:MRCY) CAO Sells 494 Shares of Stock

Posted by Brenda Bartman on Aug 19th, 2026

Mercury Systems Inc (NASDAQ:MRCY – Get Free Report) CAO Douglas Munro sold 494 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $111.36, for a total transaction of $55,011.84. Following the completion of the sale, the chief accounting officer owned 13,639 shares of the company’s stock, valued at approximately $1,518,839.04. The trade was a 3.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Douglas Munro also recently made the following trade(s):

On Monday, August 17th, Douglas Munro sold 404 shares of Mercury Systems stock. The shares were sold at an average price of $109.95, for a total transaction of $44,419.80.

Mercury Systems Stock Down 3.6%

Mercury Systems stock traded down $3.75 during midday trading on Wednesday, hitting $101.25. 1,723,371 shares of the stock were exchanged, compared to its average volume of 669,717. Mercury Systems Inc has a 52-week low of $62.78 and a 52-week high of $128.45. The company has a quick ratio of 2.15, a current ratio of 3.19 and a debt-to-equity ratio of 0.40. The business’s 50-day moving average price is $108.62 and its 200-day moving average price is $94.87. The stock has a market capitalization of $6.08 billion, a price-to-earnings ratio of -421.88 and a beta of 0.95.

Mercury Systems (NASDAQ:MRCY – Get Free Report) last posted its quarterly earnings data on Tuesday, August 18th. The technology company reported $0.37 EPS for the quarter, missing the consensus estimate of $0.38 by ($0.01). Mercury Systems had a negative net margin of 1.46% and a positive return on equity of 2.22%. The firm had revenue of $289.78 million during the quarter, compared to analysts’ expectations of $266.09 million. During the same quarter last year, the business posted $0.47 EPS. The company’s quarterly revenue was up 6.1% on a year-over-year basis. On average, research analysts expect that Mercury Systems Inc will post 0.33 EPS for the current fiscal year.

Institutional Investors Weigh In On Mercury Systems

Several large investors have recently added to or reduced their stakes in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Mercury Systems by 5.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 122,585 shares of the technology company’s stock valued at $14,996,000 after purchasing an additional 6,413 shares during the last quarter. Wellington Management Group LLP raised its holdings in Mercury Systems by 2.6% during the 2nd quarter. Wellington Management Group LLP now owns 775,502 shares of the technology company’s stock valued at $94,867,000 after acquiring an additional 19,977 shares during the period. Beacon Pointe Advisors LLC bought a new stake in shares of Mercury Systems during the 2nd quarter valued at $372,000. Empowered Funds LLC purchased a new stake in Mercury Systems during the 2nd quarter worth about $233,000. Finally, Centaurus Financial Inc. bought a new position in Mercury Systems in the 2nd quarter worth about $415,000. Hedge funds and other institutional investors own 95.99% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on MRCY shares. The Goldman Sachs Group upped their price objective on Mercury Systems from $60.00 to $68.00 and gave the company a “sell” rating in a research note on Monday, May 11th. Jefferies Financial Group reissued a “hold” rating and issued a $115.00 price target on shares of Mercury Systems in a report on Friday, July 10th. Truist Financial raised shares of Mercury Systems to a “strong-buy” rating in a research report on Friday, May 1st. Royal Bank Of Canada increased their target price on shares of Mercury Systems from $105.00 to $120.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, JPMorgan Chase & Co. raised their price target on shares of Mercury Systems from $99.00 to $101.00 and gave the stock a “neutral” rating in a research note on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Mercury Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $106.80.

Get Our Latest Report on MRCY

Key Headlines Impacting Mercury Systems

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

Positive Sentiment: Record fourth-quarter bookings rose 93.1% year over year to approximately $660 million, producing a 2.28 book-to-bill ratio. Backlog exceeded $1.9 billion, up 38.4% year over year, improving visibility as production ramps. Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results
Positive Sentiment: Fourth-quarter revenue increased 6.1% to roughly $290 million, exceeding analyst expectations near $266 million. Management’s fiscal 2027 targets point to low-double-digit revenue growth and potentially stronger performance ahead. Mercury Systems Q4 Earnings in Line, Revenues Top on Bookings
Positive Sentiment: Several analysts raised their outlooks after the results. RBC increased its price target to $120 with an “outperform” rating, while Baird raised its target to $130 and Piper Sandler lifted its “overweight” target to $131. These Analysts Raise Their Forecasts on Mercury Systems After Q4 Results
Neutral Sentiment: The broader market backdrop was mixed, with investors also monitoring geopolitical developments and technology stocks, potentially adding volatility to MRCY’s post-earnings reaction. Stock Market Futures Mixed
Negative Sentiment: Adjusted EPS was $0.37, slightly below the $0.38 consensus and down from $0.47 a year earlier. GAAP EPS fell to approximately $0.01 from $0.27, while adjusted EBITDA declined to $49 million from $51 million. Lower profitability overshadowed the demand signals. Mercury Systems Drops as Q4 EPS Miss Overshadows Record Bookings
Negative Sentiment: Fourth-quarter free cash flow eased to $29 million from $34 million, and full-year operating and free cash flow were below fiscal 2025 levels. Reported insider activity also showed sales and no open-market purchases in the past six months, adding a cautious signal.

About Mercury Systems

(Get 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.