Axxcess Wealth Management LLC Acquires Shares of 6,410 Kratos Defense & Security Solutions, Inc. $KTOS

Axxcess Wealth Management LLC bought a new position in shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 6,410 shares of the aerospace company’s stock, valued at approximately $586,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Rovida Advisors Inc. acquired a new stake in Kratos Defense & Security Solutions during the second quarter worth approximately $82,315,000. Franklin Resources Inc. increased its stake in shares of 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 purchasing an additional 1,162,577 shares during the period. First Trust Advisors LP lifted its holdings in Kratos Defense & Security Solutions by 29.1% during the 2nd quarter. First Trust Advisors LP now owns 2,370,085 shares of the aerospace company’s stock worth $110,090,000 after purchasing an additional 533,912 shares during the last quarter. Seven Grand Managers LLC acquired a new stake in Kratos Defense & Security Solutions during the 2nd quarter worth approximately $23,225,000. Finally, Sapient Capital LLC bought a new stake in Kratos Defense & Security Solutions in the 3rd quarter valued at $41,401,000. Institutional investors and hedge funds own 75.92% of the company’s stock.

Trending Headlines about Kratos Defense & Security Solutions

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

Analysts Set New Price Targets

KTOS has been the subject of a number of research reports. The Goldman Sachs Group lifted their target price on Kratos Defense & Security Solutions from $93.00 to $125.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Truist Financial set a $135.00 price objective on shares of Kratos Defense & Security Solutions in a report on Friday, January 9th. UBS Group initiated coverage on shares of Kratos Defense & Security Solutions in a research report on Wednesday. They set a “neutral” rating and a $79.00 target price on the stock. Citizens Jmp raised their target price on shares of Kratos Defense & Security Solutions from $105.00 to $125.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Finally, KeyCorp boosted their price target on Kratos Defense & Security Solutions from $90.00 to $130.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Kratos Defense & Security Solutions presently has a consensus rating of “Moderate Buy” and a consensus price target of $93.83.

Insider Activity at Kratos Defense & Security Solutions

In other Kratos Defense & Security Solutions news, CEO Eric M. Demarco sold 200,000 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $74.09, for a total transaction of $14,818,000.00. Following the completion of the transaction, the chief executive officer owned 1,196,237 shares of the company’s stock, valued at approximately $88,629,199.33. The trade was a 14.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director William A. Hoglund sold 75,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $74.35, for a total transaction of $5,576,250.00. Following the completion of the sale, the director owned 147,193 shares in the company, valued at approximately $10,943,799.55. The trade was a 33.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 922,407 shares of company stock worth $75,653,893 in the last three months. Insiders own 2.37% of the company’s stock.

Kratos Defense & Security Solutions Stock Performance

Shares of NASDAQ:KTOS opened at $96.08 on Friday. Kratos Defense & Security Solutions, Inc. has a 1 year low of $23.90 and a 1 year high of $134.00. The stock has a market capitalization of $16.37 billion, a price-to-earnings ratio of 739.13 and a beta of 1.09. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.30 and a quick ratio of 3.68. The company’s 50 day simple moving average is $96.38 and its 200 day simple moving average is $84.22.

About Kratos Defense & Security Solutions

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.