MERCURY SYSTEMS ($MRCY) posted quarterly earnings results for Q3 2026 on Tuesday, May 5th. The company reported earnings of $0.27 per share, beating estimates of $0.07 by $0.20. The company also reported revenue of $235,760,000, beating estimates of $214,062,983 by $21,697,017.
Stock price change since market close: -1.92%
You can see Quiver Quantitative's $MRCY stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
MERCURY SYSTEMS Insider Trading Activity
MERCURY SYSTEMS insiders have traded $MRCY stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $MRCY stock by insiders over the last 6 months:
- PARTNERS MANAGEMENT, LP JANA has made 0 purchases and 5 sales selling 1,852,057 shares for an estimated $149,262,245.
- HOWARD L LANCE sold 4,832 shares for an estimated $429,959
- DAVID E. FARNSWORTH (EVP, CFO) sold 3,625 shares for an estimated $307,660
- STUART KUPINSKY (EVP, CLO & Corp Sec) sold 2,287 shares for an estimated $191,091
- DOUGLAS MUNRO (SVP, CAO) has made 0 purchases and 2 sales selling 1,911 shares for an estimated $146,198.
- DEBORA A PLUNKETT sold 1,700 shares for an estimated $125,784
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.
MERCURY SYSTEMS Hedge Fund Activity
We have seen 180 institutional investors add shares of MERCURY SYSTEMS stock to their portfolio, and 159 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 1,503,684 shares (-60.4%) from their portfolio in Q4 2025, for an estimated $109,783,968
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,258,919 shares (-82.7%) from their portfolio in Q4 2025, for an estimated $91,913,676
- AMERIPRISE FINANCIAL INC added 1,009,297 shares (+360.0%) to their portfolio in Q4 2025, for an estimated $73,688,773
- JANA PARTNERS MANAGEMENT, LP removed 1,000,000 shares (-16.8%) from their portfolio in Q4 2025, for an estimated $73,010,000
- VICTORY CAPITAL MANAGEMENT INC removed 522,788 shares (-69.7%) from their portfolio in Q4 2025, for an estimated $38,168,751
- RAYMOND JAMES FINANCIAL INC added 515,165 shares (+267.1%) to their portfolio in Q4 2025, for an estimated $37,612,196
- VOYA INVESTMENT MANAGEMENT LLC added 479,210 shares (+1492.2%) to their portfolio in Q4 2025, for an estimated $34,987,122
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.
MERCURY SYSTEMS Government Contracts
We have seen $13,281,285 of award payments to $MRCY over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- CREATE PHASE 1: $7,926,831
- MODULE,MATRIX,SWITC: $1,080,000
- NFTE TASK ORDER: $864,713
- NON-RECURRING ENGINEERING (NRE) DVMC-U: $823,251
- MOD,ASSY,TUNER,: $508,172
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
MERCURY SYSTEMS Analyst Ratings
Wall Street analysts have issued reports on $MRCY in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 01/20/2026
To track analyst ratings and price targets for MERCURY SYSTEMS, check out Quiver Quantitative's $MRCY forecast page.
MERCURY SYSTEMS Price Targets
Multiple analysts have issued price targets for $MRCY recently. We have seen 3 analysts offer price targets for $MRCY in the last 6 months, with a median target of $80.0.
Here are some recent targets:
- Sheila Kahyaoglu from Jefferies set a target price of $80.0 on 04/07/2026
- Michael Ciarmoli from Truist Securities set a target price of $109.0 on 02/04/2026
- Noah Poponak from Goldman Sachs set a target price of $55.0 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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