Kratos Defense & Security Solutions, Inc. $KTOS Shares Sold by Legal & General Group Plc

Posted by Mark Dietrich on Jun 1st, 2026

Legal & General Group Plc cut its stake in shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Free Report) by 4.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 281,067 shares of the aerospace company’s stock after selling 13,894 shares during the period. Legal & General Group Plc’s holdings in Kratos Defense & Security Solutions were worth $21,336,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the stock. Greenleaf Trust raised its position in Kratos Defense & Security Solutions by 2.7% during the fourth quarter. Greenleaf Trust now owns 3,830 shares of the aerospace company’s stock worth $291,000 after acquiring an additional 100 shares during the period. LVW Advisors LLC raised its position in shares of Kratos Defense & Security Solutions by 3.0% in the fourth quarter. LVW Advisors LLC now owns 3,665 shares of the aerospace company’s stock valued at $278,000 after buying an additional 107 shares during the last quarter. CENTRAL TRUST Co raised its position in shares of Kratos Defense & Security Solutions by 7.3% in the fourth quarter. CENTRAL TRUST Co now owns 1,698 shares of the aerospace company’s stock valued at $129,000 after buying an additional 115 shares during the last quarter. Northwestern Mutual Investment Management Company LLC raised its position in shares of Kratos Defense & Security Solutions by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 37,776 shares of the aerospace company’s stock valued at $2,868,000 after buying an additional 153 shares during the last quarter. Finally, Dupree Financial Group LLC raised its position in shares of Kratos Defense & Security Solutions by 0.7% in the fourth quarter. Dupree Financial Group LLC now owns 23,817 shares of the aerospace company’s stock valued at $1,808,000 after buying an additional 165 shares during the last quarter. 75.92% of the stock is currently owned by institutional investors and hedge funds.

Kratos Defense & Security Solutions Price Performance

Kratos Defense & Security Solutions stock opened at $64.13 on Monday. Kratos Defense & Security Solutions, Inc. has a 12-month low of $35.88 and a 12-month high of $134.00. The stock has a market cap of $12.03 billion, a P/E ratio of 377.24 and a beta of 1.04. The company has a 50-day moving average price of $65.91 and a 200 day moving average price of $81.06. The company has a current ratio of 5.63, a quick ratio of 5.08 and a debt-to-equity ratio of 0.04.

Kratos Defense & Security Solutions (NASDAQ:KTOS – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The aerospace company reported $0.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.03. Kratos Defense & Security Solutions had a net margin of 2.08% and a return on equity of 2.82%. The firm had revenue of $371.00 million during the quarter, compared to analysts’ expectations of $345.00 million. During the same period last year, the business earned $0.12 earnings per share. Kratos Defense & Security Solutions’s revenue was up 22.6% compared to the same quarter last year. Sell-side analysts anticipate that Kratos Defense & Security Solutions, Inc. will post 0.5 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on KTOS. BNP Paribas Exane increased their target price on shares of Kratos Defense & Security Solutions from $80.00 to $85.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Royal Bank Of Canada reduced their target price on shares of Kratos Defense & Security Solutions from $100.00 to $80.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. Canaccord Genuity Group increased their target price on shares of Kratos Defense & Security Solutions from $125.00 to $130.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Citigroup reiterated a “market outperform” rating on shares of Kratos Defense & Security Solutions in a research report on Tuesday, February 24th. Finally, Piper Sandler reduced their target price on shares of Kratos Defense & Security Solutions from $99.00 to $75.00 and set a “neutral” rating for the company in a research report on Thursday, May 7th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $96.28.

View Our Latest Research Report on Kratos Defense & Security Solutions

Key Headlines Impacting Kratos Defense & Security Solutions

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

Positive Sentiment: Reports that the U.S. government may fund or take equity stakes in domestic drone makers have raised hopes that Kratos could benefit from stronger demand, policy support, and a more favorable growth outlook. Kratos And US Drone Funding Talks Could Reshape Growth And Risk Profile
Positive Sentiment: Heavy call-option buying suggests traders are positioning for additional upside tied to the drone-sector funding theme. Kratos Defense & Security Solutions Sees Unusually Large Options Volume (NASDAQ:KTOS)
Neutral Sentiment: Several insiders recently sold shares, including director Bobbi Doorenbos and executives Steven S. Fendley and Jonah Adelman. While the sales can pressure sentiment, at least one was made under a pre-arranged 10b5-1 plan and does not necessarily indicate a change in fundamentals. Jonah Adelman insider sale details

Insider Activity

In related news, insider Steven S. Fendley sold 7,000 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $57.24, for a total transaction of $400,680.00. Following the completion of the sale, the insider directly owned 344,090 shares in the company, valued at approximately $19,695,711.60. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Stacey G. Rock sold 4,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $65.47, for a total transaction of $261,880.00. Following the sale, the insider owned 13,896 shares of the company’s stock, valued at approximately $909,771.12. The trade was a 22.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 188,630 shares of company stock valued at $13,301,792 in the last quarter. Insiders own 1.50% of the company’s stock.

About Kratos Defense & Security Solutions

(Free Report)

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.