Ameritas Investment Partners Inc. Raises Stock Holdings in Kratos Defense & Security Solutions, Inc. $KTOS

Ameritas Investment Partners Inc. grew its stake in shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) by 173.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 45,724 shares of the aerospace company’s stock after acquiring an additional 29,017 shares during the period. Ameritas Investment Partners Inc.’s holdings in Kratos Defense & Security Solutions were worth $4,178,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. CWM LLC boosted its position in shares of Kratos Defense & Security Solutions by 3.8% during the 2nd quarter. CWM LLC now owns 4,722 shares of the aerospace company’s stock valued at $219,000 after acquiring an additional 171 shares during the last quarter. NewEdge Advisors LLC raised its holdings in shares of Kratos Defense & Security Solutions by 15.2% during the second quarter. NewEdge Advisors LLC now owns 1,515 shares of the aerospace company’s stock valued at $70,000 after acquiring an additional 200 shares in the last quarter. USA Financial Formulas increased its position in shares of Kratos Defense & Security Solutions by 15.7% during the third quarter. USA Financial Formulas now owns 1,660 shares of the aerospace company’s stock valued at $152,000 after buying an additional 225 shares during the period. MRP Capital Investments LLC boosted its holdings in shares of Kratos Defense & Security Solutions by 11.1% during the 2nd quarter. MRP Capital Investments LLC now owns 2,500 shares of the aerospace company’s stock valued at $116,000 after buying an additional 250 shares in the last quarter. Finally, MRA Advisory Group raised its stake in Kratos Defense & Security Solutions by 1.1% during the third quarter. MRA Advisory Group now owns 25,037 shares of the aerospace company’s stock valued at $2,288,000 after buying an additional 275 shares during the last quarter. 75.92% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

KTOS has been the subject of several recent analyst reports. Citizens Jmp boosted their price target on Kratos Defense & Security Solutions from $105.00 to $125.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. KeyCorp raised their price objective on shares of Kratos Defense & Security Solutions from $90.00 to $130.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group boosted their price target on shares of Kratos Defense & Security Solutions from $93.00 to $125.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. UBS Group assumed coverage on shares of Kratos Defense & Security Solutions in a research note on Wednesday. They set a “neutral” rating and a $79.00 price target for the company. Finally, JonesTrading initiated coverage on shares of Kratos Defense & Security Solutions in a research report on Monday, January 5th. They set a “buy” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $93.83.

Insiders Place Their Bets

In other Kratos Defense & Security Solutions news, Director William A. Hoglund sold 75,000 shares of the business’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 transaction, the director owned 147,193 shares in the company, valued at $10,943,799.55. The trade was a 33.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Jonah Adelman sold 30,000 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $74.80, for a total value of $2,244,000.00. Following the sale, the insider directly owned 9,348 shares in the company, valued at $699,230.40. This trade represents a 76.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 911,907 shares of company stock valued at $74,908,183. 2.37% of the stock is owned by company insiders.

Key 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 Price Performance

NASDAQ:KTOS opened at $96.08 on Monday. The company has a market capitalization of $16.37 billion, a P/E ratio of 739.13 and a beta of 1.09. The company has a quick ratio of 3.68, a current ratio of 4.30 and a debt-to-equity ratio of 0.04. Kratos Defense & Security Solutions, Inc. has a 52 week low of $23.90 and a 52 week high of $134.00. The stock’s fifty day moving average is $96.38 and its two-hundred day moving average is $84.40.

Kratos Defense & Security Solutions 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.