Kratos Defense & Security Solutions, Inc. $KTOS Shares Purchased by Ameritas Investment Partners Inc.

Ameritas Investment Partners Inc. lifted its holdings in shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) by 173.7% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 45,724 shares of the aerospace company’s stock after buying an additional 29,017 shares during the quarter. Ameritas Investment Partners Inc.’s holdings in Kratos Defense & Security Solutions were worth $4,178,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently added to or reduced their stakes in the business. Rovida Advisors Inc. purchased a new position in shares of Kratos Defense & Security Solutions during the 2nd quarter worth approximately $82,315,000. Franklin Resources Inc. grew its holdings in Kratos Defense & Security Solutions by 29.6% during the second quarter. Franklin Resources Inc. now owns 5,086,494 shares of the aerospace company’s stock worth $236,268,000 after acquiring an additional 1,162,577 shares during the period. First Trust Advisors LP raised its position in Kratos Defense & Security Solutions by 29.1% in the second quarter. First Trust Advisors LP now owns 2,370,085 shares of the aerospace company’s stock worth $110,090,000 after acquiring an additional 533,912 shares in the last quarter. Seven Grand Managers LLC purchased a new stake in Kratos Defense & Security Solutions during the second quarter worth about $23,225,000. Finally, Sapient Capital LLC acquired a new position in Kratos Defense & Security Solutions during the third quarter worth about $41,401,000. Hedge funds and other institutional investors own 75.92% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on KTOS shares. Stifel Nicolaus upped their price target on Kratos Defense & Security Solutions from $112.00 to $134.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. JonesTrading started coverage on Kratos Defense & Security Solutions in a report on Monday, January 5th. They issued a “buy” rating on the stock. BNP Paribas Exane set a $80.00 price target on Kratos Defense & Security Solutions in a research note on Tuesday, November 18th. KeyCorp boosted their price objective on shares of Kratos Defense & Security Solutions from $90.00 to $130.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Finally, Truist Financial set a $135.00 target price on shares of Kratos Defense & Security Solutions in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $93.83.

Insiders Place Their Bets

In related news, Director Scot B. Jarvis sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $88.40, for a total value of $442,000.00. Following the transaction, the director owned 95,417 shares in the company, valued at approximately $8,434,862.80. This trade represents a 4.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider David M. Carter sold 4,000 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $87.40, for a total value of $349,600.00. Following the completion of the sale, the insider owned 77,826 shares of the company’s stock, valued at approximately $6,801,992.40. This represents a 4.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 911,907 shares of company stock valued at $74,908,183. 2.37% of the stock is currently owned by corporate insiders.

Kratos Defense & Security Solutions Trading Down 9.1%

Shares of KTOS opened at $96.08 on Monday. Kratos Defense & Security Solutions, Inc. has a fifty-two week low of $23.90 and a fifty-two week high of $134.00. The company has a market capitalization of $16.37 billion, a PE ratio of 739.13 and a beta of 1.09. The stock has a fifty day moving average of $96.38 and a two-hundred day moving average of $84.40. The company has a debt-to-equity ratio of 0.04, a quick ratio of 3.68 and a current ratio of 4.30.

More Kratos Defense & Security Solutions News

Here are the key news stories impacting Kratos Defense & Security Solutions this week:

• Positive Sentiment: Prometheus Energetics (a JV that includes Kratos) broke ground on a new solid rocket motor campus in Indiana—this expands Kratos’ propulsion/energetics capability and supports longer‑term revenue potential. Prometheus Energetics Breaks Ground
• Positive Sentiment: Kratos announced expanded roles in hypersonics, satellites and autonomy programs—operational wins in high‑priority defense segments that support multi‑year growth expectations. Kratos Expands Role In Hypersonics
• Positive Sentiment: Kratos won a contract to streamline hypersonic materials development—a technical contract that reinforces its addressable market in hypersonics. Hypersonic Materials Contract
• Neutral Sentiment: Reported short‑interest figures are effectively zero/ambiguous (likely a reporting/data quirk) and are unlikely to be a material driver of today’s move.
• Negative Sentiment: UBS initiated coverage with a “neutral” rating and a $79 price target—this published target sits well below recent trading levels and can directly weaken sentiment and trigger selling pressure. UBS Initiates Coverage
• Negative Sentiment: Two insiders disclosed sales (SVP Marie Mendoza sold 1,500 shares at ~$88.08; Phillip D. Carrai sold 6,500 shares at ~$90.91). While both still hold large positions, the filings read as near‑term profit taking and likely added to downward pressure. Insider Sale Filings Insider Sale Filings 2

Kratos Defense & Security Solutions Company Profile

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.