Sei Investments Co. Purchases 25,057 Shares of Kodiak Gas Services, Inc. $KGS

Sei Investments Co. boosted its position in shares of Kodiak Gas Services, Inc. (NYSE:KGS) by 159.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,760 shares of the company’s stock after buying an additional 25,057 shares during the period. Sei Investments Co.’s holdings in Kodiak Gas Services were worth $2,377,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. EverSource Wealth Advisors LLC lifted its holdings in shares of Kodiak Gas Services by 1,501.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,233 shares of the company’s stock worth $42,000 after acquiring an additional 1,156 shares during the period. State of Wyoming increased its stake in Kodiak Gas Services by 201.7% in the fourth quarter. State of Wyoming now owns 1,219 shares of the company’s stock valued at $46,000 after acquiring an additional 815 shares during the last quarter. PNC Financial Services Group Inc. raised its position in Kodiak Gas Services by 80.4% during the third quarter. PNC Financial Services Group Inc. now owns 1,449 shares of the company’s stock valued at $54,000 after purchasing an additional 646 shares in the last quarter. Uniplan Investment Counsel Inc. bought a new stake in Kodiak Gas Services during the fourth quarter worth $108,000. Finally, Amplify Investments LLC boosted its holdings in shares of Kodiak Gas Services by 21.4% in the 4th quarter. Amplify Investments LLC now owns 3,230 shares of the company’s stock valued at $112,000 after purchasing an additional 570 shares in the last quarter. 24.95% of the stock is owned by institutional investors.

Insider Buying and Selling at Kodiak Gas Services

In related news, CAO Ewan William Hamilton sold 2,729 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $68.62, for a total value of $187,263.98. Following the sale, the chief accounting officer owned 31,617 shares of the company’s stock, valued at $2,169,558.54. The trade was a 7.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Cory Anne Roclawski sold 4,169 shares of the stock in a transaction on Wednesday, July 8th. The shares were sold at an average price of $68.36, for a total value of $284,992.84. Following the completion of the sale, the executive vice president owned 24,662 shares of the company’s stock, valued at $1,685,894.32. The trade was a 14.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 13,523 shares of company stock worth $921,319 in the last three months. 0.64% of the stock is currently owned by company insiders.

Kodiak Gas Services Stock Performance

NYSE:KGS opened at $59.89 on Friday. The stock’s 50-day moving average is $66.13 and its 200-day moving average is $60.90. Kodiak Gas Services, Inc. has a 1-year low of $30.68 and a 1-year high of $77.68. The company has a current ratio of 1.28, a quick ratio of 0.99 and a debt-to-equity ratio of 2.38. The stock has a market cap of $5.32 billion, a P/E ratio of 71.30, a price-to-earnings-growth ratio of 0.88 and a beta of 0.97.

Kodiak Gas Services (NYSE:KGS) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.55 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.67 by ($0.12). Kodiak Gas Services had a net margin of 5.77% and a return on equity of 14.26%. The business had revenue of $391.12 million during the quarter, compared to the consensus estimate of $386.30 million. During the same quarter last year, the business earned $0.43 EPS. The firm’s quarterly revenue was up 21.2% compared to the same quarter last year. Equities research analysts anticipate that Kodiak Gas Services, Inc. will post 2.41 earnings per share for the current year.

Kodiak Gas Services Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, August 27th. Stockholders of record on Monday, August 17th will be paid a dividend of $0.49 per share. The ex-dividend date of this dividend is Monday, August 17th. This represents a $1.96 annualized dividend and a dividend yield of 3.3%. Kodiak Gas Services’s dividend payout ratio (DPR) is presently 233.33%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Barclays decreased their price target on Kodiak Gas Services from $76.00 to $72.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 8th. Zacks Research raised Kodiak Gas Services from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 6th. Jefferies Financial Group began coverage on Kodiak Gas Services in a research note on Thursday, June 4th. They set a “buy” rating and a $79.00 target price for the company. Citigroup increased their target price on shares of Kodiak Gas Services from $63.00 to $86.00 and gave the stock a “buy” rating in a report on Wednesday, May 13th. Finally, The Goldman Sachs Group raised their price target on shares of Kodiak Gas Services from $69.00 to $88.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Ten investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $79.33.

Trending Headlines about Kodiak Gas Services

Here are the key news stories impacting Kodiak Gas Services this week:

• Positive Sentiment: Revenue exceeded expectations and grew significantly. Kodiak’s second-quarter 2026 sales topped analyst estimates and increased 21.2% year over year, indicating continued demand for its natural-gas compression services. Kodiak Gas Services Q2 CY2026 sales top estimates but non-GAAP EPS misses
• Positive Sentiment: Profitability improved from a year earlier. Adjusted earnings were $0.55 per share, compared with $0.49 a year ago, while reported earnings increased from $0.43 per share in the prior-year quarter. The year-over-year improvement supports the broader growth story, even though results missed estimates. Kodiak Gas Services Q2 Earnings Miss Estimates
• Positive Sentiment: Kodiak maintained its quarterly cash dividend. The board declared a $0.49-per-share dividend, payable August 27 to shareholders of record August 17. The dividend represents an annualized yield of approximately 3.5%, which may support income-oriented investor interest. Kodiak Gas Declares Consistent Second-Quarter Cash Dividends
• Neutral Sentiment: Management discussed the second-quarter results and operating outlook during the earnings call. Investors are likely assessing the company’s growth plans and execution against the backdrop of elevated valuation and leverage. Kodiak Gas Services Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted EPS missed consensus estimates. Kodiak reported $0.55 per share versus the $0.67 analyst estimate, a $0.12 shortfall. The miss, along with a net margin of 5.77% and debt-to-equity ratio of 2.38, remains a risk for investors and could limit further upside if earnings do not accelerate. Kodiak Gas Services Quarterly Earnings Results

Kodiak Gas Services Company Profile

Kodiak Gas Services, Inc operates contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Compression Operations and Other Services. The Compression Operations segment operates company-owned and customer-owned compression infrastructure to enable the production, gathering, and transportation of natural gas and oil. The Other Services segment provides a range of contract services, including station construction, maintenance and overhaul, and other ancillary time and material-based offerings.