Acuitas Investments LLC Has $5.28 Million Holdings in Telos Corporation $TLS

Acuitas Investments LLC grew its stake in shares of Telos Corporation (NASDAQ:TLS) by 48.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 771,813 shares of the company’s stock after buying an additional 250,400 shares during the quarter. Telos makes up 3.4% of Acuitas Investments LLC’s holdings, making the stock its 7th biggest holding. Acuitas Investments LLC owned approximately 1.05% of Telos worth $5,279,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of TLS. Rhumbline Advisers grew its holdings in shares of Telos by 3.4% during the second quarter. Rhumbline Advisers now owns 82,432 shares of the company’s stock worth $261,000 after purchasing an additional 2,740 shares during the last quarter. Public Employees Retirement System of Ohio increased its stake in shares of Telos by 12.6% in the third quarter. Public Employees Retirement System of Ohio now owns 27,749 shares of the company’s stock valued at $190,000 after buying an additional 3,100 shares during the period. American Century Companies Inc. raised its holdings in Telos by 3.6% in the 2nd quarter. American Century Companies Inc. now owns 112,106 shares of the company’s stock valued at $355,000 after buying an additional 3,889 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in shares of Telos by 28.7% during the first quarter. NewEdge Advisors LLC now owns 17,918 shares of the company’s stock worth $43,000 after purchasing an additional 4,000 shares during the period. Finally, Russell Investments Group Ltd. increased its holdings in Telos by 20.9% in the third quarter. Russell Investments Group Ltd. now owns 25,746 shares of the company’s stock valued at $176,000 after purchasing an additional 4,458 shares during the period. 62.14% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have commented on the company. Wedbush cut their target price on Telos from $10.00 to $8.00 and set an “outperform” rating on the stock in a report on Tuesday. BMO Capital Markets reduced their price target on Telos from $8.00 to $5.00 and set a “market perform” rating on the stock in a research report on Monday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Telos in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $7.38.

More Telos News

Here are the key news stories impacting Telos this week:

• Positive Sentiment: Q4 2025 earnings beat analyst expectations (EPS $0.06 vs $0.02 est.) and revenue beat, a key catalyst for the early rally. Article Title
• Positive Sentiment: Management raised its 2026 revenue and EBITDA outlook, signaling continued top-line strength and potential for improving profitability over time. Article Title
• Positive Sentiment: Analyst/media takeaways highlight the earnings/strategy as pointing toward profitable growth, which supports a constructive medium-term thesis. Article Title
• Neutral Sentiment: Broker action was mixed: Wedbush kept an Outperform rating but lowered its price target from $10 to $8 — still a significant upside from current levels but a moderation of prior optimism. Article Title
• Neutral Sentiment: Full earnings materials and multiple call transcripts (useful for detail-oriented investors) were published for review. Article Title
• Negative Sentiment: Investors focused on persistent profitability challenges — Telos still reports a negative net margin and negative ROE, and some coverage flagged that profitability concerns weighed on the stock after the initial surge. Article Title
• Negative Sentiment: Technicals and valuation may constrain upside near-term: the stock remains below its 50- and 200-day moving averages and analysts still model negative full-year EPS, leaving the risk that multiple expansion is limited until margins meaningfully improve. Article Title

Telos Trading Down 4.9%

TLS opened at $3.92 on Wednesday. Telos Corporation has a fifty-two week low of $1.83 and a fifty-two week high of $8.36. The firm has a market capitalization of $289.12 million, a PE ratio of -7.84 and a beta of 1.03. The company has a debt-to-equity ratio of 0.05, a current ratio of 2.76 and a quick ratio of 2.67. The company’s 50-day moving average is $4.81 and its 200 day moving average is $5.77.

Telos (NASDAQ:TLS) last issued its quarterly earnings data on Monday, March 16th. The company reported $0.06 EPS for the quarter, topping analysts’ consensus estimates of $0.02 by $0.04. The firm had revenue of $46.78 million during the quarter, compared to analyst estimates of $45.22 million. Telos had a negative return on equity of 19.24% and a negative net margin of 22.17%. As a group, research analysts predict that Telos Corporation will post -0.68 earnings per share for the current fiscal year.

Telos Company Profile

Telos Corporation (NASDAQ: TLS) is a provider of cybersecurity, secure communications, and enterprise IT solutions designed to help organizations manage risk, accelerate mission delivery and maintain compliance. The company’s core business activities encompass risk management and compliance automation, secure mobility, zero-trust architecture, cloud security, and identity and access management. Telos serves a diverse customer base that includes U.S. federal agencies, the Department of Defense, intelligence communities and select commercial enterprises.

Among its flagship offerings is the Xacta® platform, which automates assessment and authorization for IT systems and cloud environments, helping clients streamline compliance with NIST, FedRAMP and other frameworks.