Cory Anne Roclawski Sells 10,852 Shares of Kodiak Gas Services (NYSE:KGS) Stock

Kodiak Gas Services, Inc. (NYSE:KGS) EVP Cory Anne Roclawski sold 10,852 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $54.41, for a total transaction of $590,457.32. Following the sale, the executive vice president owned 31,405 shares of the company’s stock, valued at approximately $1,708,746.05. This represents a 25.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Cory Anne Roclawski also recently made the following trade(s):

• On Thursday, March 12th, Cory Anne Roclawski sold 21,161 shares of Kodiak Gas Services stock. The stock was sold at an average price of $56.52, for a total transaction of $1,196,019.72.

Kodiak Gas Services Trading Down 0.8%

Shares of NYSE KGS opened at $55.56 on Thursday. The firm’s 50 day moving average price is $47.60 and its 200-day moving average price is $39.60. Kodiak Gas Services, Inc. has a 52-week low of $29.25 and a 52-week high of $58.50. The company has a debt-to-equity ratio of 2.12, a quick ratio of 0.57 and a current ratio of 0.84. The company has a market cap of $4.77 billion, a PE ratio of 63.86 and a beta of 1.11.

Kodiak Gas Services (NYSE:KGS) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $0.40 earnings per share for the quarter, missing the consensus estimate of $0.53 by ($0.13). Kodiak Gas Services had a net margin of 6.16% and a return on equity of 11.55%. The firm had revenue of $332.87 million for the quarter, compared to the consensus estimate of $330.95 million. During the same period last year, the business earned $0.21 EPS. Kodiak Gas Services’s revenue was up 7.6% on a year-over-year basis. On average, equities research analysts expect that Kodiak Gas Services, Inc. will post 1.12 EPS for the current fiscal year.

Kodiak Gas Services Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 20th. Shareholders of record on Friday, February 13th were issued a $0.49 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.96 dividend on an annualized basis and a dividend yield of 3.5%. Kodiak Gas Services’s dividend payout ratio (DPR) is presently 225.29%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Mizuho upped their price target on Kodiak Gas Services from $36.00 to $44.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. The Goldman Sachs Group boosted their target price on Kodiak Gas Services from $46.00 to $60.00 and gave the stock a “buy” rating in a research report on Monday, March 2nd. Citigroup upped their target price on shares of Kodiak Gas Services from $53.00 to $63.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Kodiak Gas Services in a report on Monday, December 29th. Finally, Barclays lifted their price target on shares of Kodiak Gas Services from $49.00 to $60.00 and gave the stock an “overweight” rating in a research note on Thursday, March 5th. Seven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $51.86.

Hedge Funds Weigh In On Kodiak Gas Services

Institutional investors and hedge funds have recently modified their holdings of the company. Allworth Financial LP grew its holdings in shares of Kodiak Gas Services by 1,850.0% in the second quarter. Allworth Financial LP now owns 741 shares of the company’s stock worth $25,000 after acquiring an additional 703 shares during the period. Nisa Investment Advisors LLC lifted its holdings in Kodiak Gas Services by 52.1% in the fourth quarter. Nisa Investment Advisors LLC now owns 1,062 shares of the company’s stock valued at $40,000 after acquiring an additional 364 shares during the period. EverSource Wealth Advisors LLC boosted its position in Kodiak Gas Services by 1,501.3% in the second quarter. EverSource Wealth Advisors LLC now owns 1,233 shares of the company’s stock worth $42,000 after purchasing an additional 1,156 shares during the last quarter. State of Wyoming boosted its position in Kodiak Gas Services by 201.7% in the fourth quarter. State of Wyoming now owns 1,219 shares of the company’s stock worth $46,000 after purchasing an additional 815 shares during the last quarter. Finally, GAMMA Investing LLC grew its stake in shares of Kodiak Gas Services by 80.3% during the 4th quarter. GAMMA Investing LLC now owns 1,248 shares of the company’s stock valued at $47,000 after purchasing an additional 556 shares during the period. 24.95% of the stock is currently owned by hedge funds and other institutional investors.

Kodiak Gas Services News Roundup

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

• Positive Sentiment: Director purchases: Two company directors bought meaningful blocks (Randall Hogan 6,000; Alexander Darden 5,000), signaling board-level confidence and adding insider demand. Director Purchase Filing
• Positive Sentiment: Analyst upgrades/target increases: Several sell‑side firms have raised price targets and maintained Buy/Outperform stances (Goldman, Barclays, Citi), supporting upside expectations. Analyst Coverage Summary
• Positive Sentiment: Institutional accumulation: Multiple institutional buyers have added to positions recently (e.g., Principal, Rhumbline, Walleye), providing structural demand. Institutional Holdings Update
• Positive Sentiment: Strategic growth thesis: A recent Seeking Alpha piece argues KGS is benefiting from AI/data‑center power demand and equipment scarcity, citing margin gains from predictive maintenance and a $675M DPS acquisition as supportive of higher-margin annuities. Seeking Alpha Article
• Neutral Sentiment: Dividend and payout: Kodiak pays a $0.49 quarterly dividend (~3.5–3.6% yield) which appeals to income buyers, but the payout ratio is very high (~225%), raising sustainability questions. Dividend Details
• Neutral Sentiment: Technicals/valuation: Stock is trading well above its 50- and 200-day moving averages and near its 52‑week high — supports momentum flows but increases short-term profit‑taking risk. Stock Performance Snapshot
• Negative Sentiment: Insider selling: Senior executives have sold material blocks this week — EVP Cory Roclawski sold 10,852 shares and CAO Ewan Hamilton sold multiple tranches (e.g., 4,830; 2,091; 5,797 shares across filings) — which can weigh on market sentiment. EVP Sale Filing
• Negative Sentiment: Quarterly results: Revenue modestly beat estimates but EPS missed (reported $0.40 vs. $0.53 expected), leaving near-term profitability uncertainty and giving traders a reason to trim exposure. Quarterly Results

About Kodiak Gas Services

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.