Kratos Defense & Security Solutions (NASDAQ:KTOS) Insider Sells $329,910.00 in Stock

Posted by Brenda Bartman on Aug 1st, 2026

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Get Free Report) insider Steven Fendley sold 7,000 shares of the company’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $47.13, for a total transaction of $329,910.00. Following the sale, the insider directly owned 295,120 shares in the company, valued at approximately $13,909,005.60. This trade represents a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Kratos Defense & Security Solutions Price Performance

KTOS opened at $46.60 on Friday. The company has a market capitalization of $8.74 billion, a price-to-earnings ratio of 274.12 and a beta of 1.07. The company has a quick ratio of 5.08, a current ratio of 5.63 and a debt-to-equity ratio of 0.04. The firm has a 50-day moving average price of $52.77 and a 200-day moving average price of $72.95. Kratos Defense & Security Solutions, Inc. has a twelve month low of $43.09 and a twelve month high of $134.00.

Kratos Defense & Security Solutions (NASDAQ:KTOS – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The aerospace company reported $0.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.03. The company had revenue of $371.00 million for the quarter, compared to analyst estimates of $345.00 million. Kratos Defense & Security Solutions had a net margin of 2.08% and a return on equity of 2.82%. The company’s quarterly revenue was up 22.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.12 earnings per share. Equities analysts expect that Kratos Defense & Security Solutions, Inc. will post 0.48 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. BNP Paribas Financial Markets grew its holdings in shares of Kratos Defense & Security Solutions by 245.2% during the fourth quarter. BNP Paribas Financial Markets now owns 601,674 shares of the aerospace company’s stock worth $45,673,000 after purchasing an additional 427,396 shares in the last quarter. M&T Bank Corp lifted its position in Kratos Defense & Security Solutions by 6,900.4% during the fourth quarter. M&T Bank Corp now owns 176,831 shares of the aerospace company’s stock valued at $13,423,000 after purchasing an additional 174,305 shares during the last quarter. New Age Alpha Advisors LLC grew its stake in Kratos Defense & Security Solutions by 435.1% in the 4th quarter. New Age Alpha Advisors LLC now owns 43,011 shares of the aerospace company’s stock worth $3,265,000 after buying an additional 34,973 shares in the last quarter. Principal Financial Group Inc. increased its holdings in shares of Kratos Defense & Security Solutions by 65.2% in the 4th quarter. Principal Financial Group Inc. now owns 714,083 shares of the aerospace company’s stock worth $54,206,000 after buying an additional 281,811 shares during the last quarter. Finally, B. Metzler seel. Sohn & Co. AG purchased a new stake in shares of Kratos Defense & Security Solutions during the 4th quarter valued at $1,821,000. 75.92% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. UBS Group restated a “neutral” rating and set a $82.00 target price on shares of Kratos Defense & Security Solutions in a research report on Thursday, May 7th. The Goldman Sachs Group reduced their price target on Kratos Defense & Security Solutions from $100.00 to $89.00 and set a “buy” rating for the company in a research report on Tuesday, July 14th. Citizens Jmp decreased 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. Truist Financial raised Kratos Defense & Security Solutions to a “strong-buy” rating in a report on Friday, May 1st. Finally, Wedbush started coverage on Kratos Defense & Security Solutions in a research note on Tuesday, June 30th. They issued an “outperform” rating and a $85.00 target price for the company. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Kratos Defense & Security Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $101.29.

Get Our Latest Analysis on Kratos Defense & Security Solutions

Kratos Defense & Security Solutions Company Profile

(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.