Mercury Systems (NASDAQ:MRCY) EVP Stuart Kupinsky Sells 1,308 Shares

Posted by Brian Himes on Aug 22nd, 2026

Mercury Systems Inc (NASDAQ:MRCY – Get Free Report) EVP Stuart Kupinsky sold 1,308 shares of Mercury Systems stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $100.31, for a total transaction of $131,205.48. Following the completion of the transaction, the executive vice president directly owned 57,352 shares in the company, valued at approximately $5,752,979.12. The trade was a 2.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Stuart Kupinsky also recently made the following trade(s):

On Tuesday, August 18th, Stuart Kupinsky sold 1,178 shares of Mercury Systems stock. The shares were sold at an average price of $111.36, for a total transaction of $131,182.08.
On Monday, August 17th, Stuart Kupinsky sold 1,195 shares of Mercury Systems stock. The shares were sold at an average price of $109.95, for a total transaction of $131,390.25.

Mercury Systems Price Performance

NASDAQ MRCY opened at $91.36 on Friday. The firm’s fifty day simple moving average is $107.54 and its two-hundred day simple moving average is $94.85. The firm has a market capitalization of $5.49 billion, a P/E ratio of -182.72 and a beta of 0.95. The company has a current ratio of 2.96, a quick ratio of 2.15 and a debt-to-equity ratio of 0.29. Mercury Systems Inc has a 12-month low of $65.04 and a 12-month high of $128.45.

Mercury Systems (NASDAQ:MRCY – Get Free Report) last issued 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). The business had revenue of $289.78 million for the quarter, compared to analysts’ expectations of $266.09 million. Mercury Systems had a negative net margin of 3.02% and a positive return on equity of 1.29%. The business’s revenue for the quarter was up 6.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.47 EPS. Analysts forecast that Mercury Systems Inc will post 0.77 EPS for the current fiscal year.

Key Headlines Impacting Mercury Systems

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

Positive Sentiment: Mercury Systems reported record fourth-quarter bookings of approximately $660 million, up 93.1% year over year, with a 2.28 book-to-bill ratio. Backlog surpassed $1.9 billion, a 38.4% increase, providing stronger revenue visibility as production ramps. Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results
Positive Sentiment: Revenue increased 6.1% year over year to approximately $290 million, exceeding the roughly $266 million analyst estimate. RBC raised its target to $120, Piper Sandler lifted its target to $131 while maintaining an Overweight rating, and Baird also forecast substantial upside. Robert W. Baird Forecasts Strong Price Appreciation
Neutral Sentiment: CEO William Ballhaus and several executives sold shares in transactions from August 17–20. The sales totaled several million dollars, but SEC filings said they were intended to cover tax withholding on vested equity awards. That reduces their value as a bearish signal, although no insider purchases were reported. Mercury Systems SEC Insider Trading Filing
Negative Sentiment: Adjusted EPS was $0.37, narrowly missing the $0.38 consensus and falling from $0.47 a year earlier. GAAP EPS was $0.01, while adjusted EBITDA declined to $49 million from $51 million and free cash flow fell to $29 million from $34 million. The earnings shortfall appears to have outweighed the strong bookings and revenue figures. Mercury Systems Drops as EPS Miss Overshadows Record Bookings
Negative Sentiment: Investors are also evaluating Mercury’s exposure to semiconductor-price volatility. Because many contracts are fixed-price, higher component costs could pressure margins before the company can adjust pricing or supply arrangements. Mercury Systems Fixed-Price Contract Risk

Hedge Funds Weigh In On Mercury Systems

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Osaic Holdings Inc. grew its stake in Mercury Systems by 53.2% during the 2nd quarter. Osaic Holdings Inc. now owns 599 shares of the technology company’s stock valued at $32,000 after purchasing an additional 208 shares during the last quarter. Leonteq Securities AG acquired a new position in shares of Mercury Systems in the fourth quarter valued at about $35,000. Hollencrest Capital Management purchased a new position in shares of Mercury Systems in the fourth quarter worth about $37,000. Public Employees Retirement System of Ohio purchased a new position in shares of Mercury Systems in the second quarter worth about $43,000. Finally, Federated Hermes Inc. acquired a new stake in shares of Mercury Systems during the second quarter worth about $43,000. Hedge funds and other institutional investors own 95.99% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MRCY. JPMorgan Chase & Co. raised their price target on Mercury Systems from $99.00 to $101.00 and gave the stock a “neutral” rating in a report on Monday, July 13th. The Goldman Sachs Group upped their price objective on shares of Mercury Systems from $60.00 to $68.00 and gave the company a “sell” rating in a report on Monday, May 11th. Wall Street Zen lowered shares of Mercury Systems from a “buy” rating to a “hold” rating in a research report on Saturday, July 18th. Jefferies Financial Group reiterated a “hold” rating and issued a $115.00 target price on shares of Mercury Systems in a research note on Friday, July 10th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Mercury Systems in a research report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Mercury Systems has an average rating of “Hold” and a consensus price target of $110.10.

Check Out Our Latest Research Report on Mercury Systems

About Mercury Systems

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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.