KRATOS DEFENSE ($KTOS) posted quarterly earnings results for Q1 2026 on Wednesday, May 6th. The company reported earnings of $0.16 per share, beating estimates of $0.14 by $0.02. The company also reported revenue of $371,000,000, beating estimates of $346,315,765 by $24,684,235.
You can see Quiver Quantitative's $KTOS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
KRATOS DEFENSE Insider Trading Activity
KRATOS DEFENSE insiders have traded $KTOS stock on the open market 204 times in the past 6 months. Of those trades, 0 have been purchases and 204 have been sales.
Here’s a breakdown of recent trading of $KTOS stock by insiders over the last 6 months:
- ERIC M DEMARCO (President & CEO) has made 0 purchases and 13 sales selling 800,000 shares for an estimated $63,381,568.
- WILLIAM A HOGLUND has made 0 purchases and 4 sales selling 105,500 shares for an estimated $7,747,366.
- DEANNA H LUND (EVP & CFO) has made 0 purchases and 35 sales selling 80,000 shares for an estimated $6,011,897.
- STACEY G ROCK (President, KTT Division) has made 0 purchases and 30 sales selling 47,183 shares for an estimated $4,412,544.
- STEVEN S. FENDLEY (President, US Division) has made 0 purchases and 12 sales selling 42,000 shares for an estimated $3,345,700.
- PHILLIP D CARRAI (President, STC Division) has made 0 purchases and 25 sales selling 38,000 shares for an estimated $3,345,067.
- SCOT B JARVIS has made 0 purchases and 8 sales selling 35,417 shares for an estimated $3,319,149.
- DAVID M CARTER (President, DRSS Division) has made 0 purchases and 40 sales selling 32,123 shares for an estimated $2,815,507.
- SCOTT I ANDERSON has made 0 purchases and 10 sales selling 33,901 shares for an estimated $2,742,566.
- JONAH ADELMAN (President, ME Division) sold 30,000 shares for an estimated $2,243,877
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 12 sales selling 14,281 shares for an estimated $1,317,904.
- MARIE MENDOZA (SVP & General Counsel) has made 0 purchases and 9 sales selling 9,167 shares for an estimated $802,977.
- AMY ZEGART sold 10,000 shares for an estimated $741,671
- DE BURGREEN MARIA CERVANTES (VP & Corp. Controller) has made 0 purchases and 4 sales selling 6,270 shares for an estimated $559,844.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
KRATOS DEFENSE Hedge Fund Activity
We have seen 358 institutional investors add shares of KRATOS DEFENSE stock to their portfolio, and 314 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,165,915 shares (+17.2%) to their portfolio in Q4 2025, for an estimated $316,234,607
- FULLER & THALER ASSET MANAGEMENT, INC. removed 2,344,740 shares (-99.5%) from their portfolio in Q4 2025, for an estimated $177,989,213
- CORIENT PRIVATE WEALTH LLC added 1,573,123 shares (+7701.6%) to their portfolio in Q4 2025, for an estimated $119,415,766
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,342,438 shares (-65.3%) from their portfolio in Q4 2025, for an estimated $101,904,468
- NORGES BANK added 1,257,133 shares (+1017.6%) to their portfolio in Q4 2025, for an estimated $95,428,966
- MACQUARIE GROUP LTD removed 1,113,933 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $84,558,654
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,044,833 shares (-97.9%) from their portfolio in Q4 2025, for an estimated $79,313,273
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
KRATOS DEFENSE Analyst Ratings
Wall Street analysts have issued reports on $KTOS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Jones Trading issued a "Buy" rating on 01/05/2026
- Keybanc issued a "Overweight" rating on 12/19/2025
- B. Riley Securities issued a "Buy" rating on 12/01/2025
To track analyst ratings and price targets for KRATOS DEFENSE, check out Quiver Quantitative's $KTOS forecast page.
KRATOS DEFENSE Price Targets
Multiple analysts have issued price targets for $KTOS recently. We have seen 10 analysts offer price targets for $KTOS in the last 6 months, with a median target of $125.0.
Here are some recent targets:
- Sheila Kahyaoglu from Jefferies set a target price of $85.0 on 04/06/2026
- Andre Madrid from BTIG set a target price of $115.0 on 02/24/2026
- Austin Moeller from Canaccord Genuity set a target price of $125.0 on 02/24/2026
- Gavin Parsons from UBS set a target price of $79.0 on 02/18/2026
- Michael Leshock from Keybanc set a target price of $130.0 on 01/28/2026
- Clarke Jeffries from Piper Sandler set a target price of $99.0 on 01/22/2026
- Noah Poponak from Goldman Sachs set a target price of $125.0 on 01/20/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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