Company President Sells 1,925 Shares in $KTOS

In a recent insider sale, Steven S. Fendley, the President of $KTOS, decided to part ways with 1,925 shares of the company on August 25, 2025, for a total of around $131,276. This transaction, disclosed in a recent SEC filing, represented approximately 0.6% of their holdings in this particular stock category. Following this sale, Fendley’s remaining ownership in this class of $KTOS stock stands at 346,441 shares.

Over the past six months, $KTOS insiders have been active in trading company stock on the open market, conducting a total of 60 transactions. Among these trades, there have been 2 purchases and 58 sales. The President of the US Division, Steven S. Fendley, has notably engaged in 12 sales, offloading a total of 67,000 shares and generating an estimated $2,787,782. Meanwhile, Phillip D. Carrai, President of the STC Division, made 11 sales amounting to 62,000 shares sold for an estimated $2,242,474. Jonah Adelman, President of the ME Division, opted to sell 40,000 shares for a sum of $1,350,340. Delving further into insider activity, Deanna H. Lund, EVP and CFO, conducted 8 sales of 29,567 shares, leading to an estimated $1,111,544 in transactions. Stacey G. Rock, President of the KTT Division, made 9 sales of 24,000 shares, resulting in an estimated $913,439. Moreover, David M. Carter, President of the DRSS Division, engaged in 4 sales of 16,000 shares, generating an estimated $509,775. On a different note, Eric M. DeMarco, President & CEO, made 2 purchases acquiring 16,955 shares for an estimated $500,700 but did not conduct any sales. Additionally, Marie Mendoza, SVP & General Counsel, completed 8 sales of 8,450 shares, yielding an estimated $403,631. Thomas E. IV Mills, President of the C5ISR Division, took part in 3 sales of 8,786 shares, amounting to approximately $273,463. Finally, Bobbi Doorenbos sold 5,000 shares for an estimated $175,018, and Bradley L. Boyd sold 3,800 shares for around $132,544.

Looking at hedge fund activity related to $KTOS, there have been notable moves by institutional investors in recent times. Specifically, 285 institutional investors decided to increase their holdings of $KTOS stock, while 205 decreased their positions in the most recent quarter. Significant actions include T. Rowe Price Investment Management, Inc. adding 1,817,931 shares to their portfolio in Q2 2025, approximating $84,442,894. Similarly, Rovida Advisors Inc. added 1,773,655 shares amounting to an estimated $82,386,274. However, Westwood Holdings Group Inc. chose to reduce their holdings by 1,675,325 shares (-76.9%) in Q2 2025, resulting in an estimated $77,818,846. Meanwhile, Vanguard Group Inc. increased their position by 1,530,198 shares in the same quarter, for an estimated $71,077,697.

Analysts on Wall Street have voiced their opinions on $KTOS in recent reports. Out of 8 firms, all issued buy ratings, with no sell ratings. Noteworthy recent ratings include a “Buy” rating from BTIG on August 14, 2025, as well as Canaccord Genuity and B. Riley Securities also issuing “Buy” ratings on August 11, 2025. Similarly, RBC Capital issued an “Outperform” rating on August 8, 2025, and Stifel issued a “Buy” rating on July 21, 2025. Truist Securities and Benchmark also provided “Buy” ratings on June 27, 2025, and June 23, 2025, respectively.

Various analysts have recently offered price targets for $KTOS, with a median target of $65.0 based on 11 analysts’ estimates over the last 6 months. Some of the notable targets include Andre Madrid from BTIG setting a target price of $80.0 on August 14, 2025, and Austin Moeller from Canaccord Genuity setting a target price of $74.0 on August 11, 2025. Additionally, Mike Crawford from B. Riley Securities proposed a target price of $72.0 on the same date, August 11, 2025. Ken Herbert from RBC Capital set a target price of $65.