Securian Asset Management Inc. Acquires New Stake in Kratos Defense & Security Solutions, Inc. $KTOS

Securian Asset Management Inc. bought a new position in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 12,641 shares of the aerospace company’s stock, valued at approximately $1,155,000.

Other institutional investors have also recently made changes to their positions in the company. CoreCap Advisors LLC lifted its holdings in Kratos Defense & Security Solutions by 2,906.7% during the third quarter. CoreCap Advisors LLC now owns 902 shares of the aerospace company’s stock valued at $82,000 after purchasing an additional 872 shares during the last quarter. Grandview Asset Management LLC lifted its stake in shares of Kratos Defense & Security Solutions by 55.4% during the 3rd quarter. Grandview Asset Management LLC now owns 7,222 shares of the aerospace company’s stock valued at $660,000 after buying an additional 2,576 shares in the last quarter. Greenleaf Trust bought a new position in Kratos Defense & Security Solutions in the 3rd quarter worth approximately $341,000. Hennion & Walsh Asset Management Inc. grew its stake in Kratos Defense & Security Solutions by 30.6% in the 3rd quarter. Hennion & Walsh Asset Management Inc. now owns 66,387 shares of the aerospace company’s stock valued at $6,066,000 after buying an additional 15,573 shares in the last quarter. Finally, Private Wealth Group LLC purchased a new stake in shares of Kratos Defense & Security Solutions during the third quarter worth $228,000. Hedge funds and other institutional investors own 75.92% of the company’s stock.

Key Stories Impacting Kratos Defense & Security Solutions

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

• Positive Sentiment: Northrop Grumman selected Kratos’ Valkyrie UAS to support the Marine Corps’ Collaborative Combat Aircraft program — a strategic, high‑visibility contract that showcases Kratos’ unmanned systems capability and could drive multi‑year revenue. Northrop Grumman to Rapidly Develop Marine Corps CCA with Kratos’ Valkyrie UAS
• Positive Sentiment: Kratos publicly backed President Trump’s emphasis on reinvestment in defense (over buybacks), aligning the company with potential policy tailwinds and larger defense budgets. Kratos Applauds Focus on Reinvestment to Strengthen Defense Readiness
• Positive Sentiment: Analyst momentum and buy ratings (including a recent Jones Research buy and $150 target cited in coverage) plus institutional buying have amplified bullish investor sentiment. Kratos Defense & Security Solutions Stock (KTOS) Opinions on Recent Price Surge and Analyst Rating
• Positive Sentiment: Unusually large options activity: elevated call buying indicates speculative bullish positioning that can amplify intraday moves. (No single article link available for the trade alert.)
• Neutral Sentiment: Zacks notes KTOS has jumped ~35% in a month on contract wins and unmanned system demand but warns weaker ROIC and sector risks complicate optimal entry timing. Kratos Defense Stock Rises 35.3% in a Month: Here’s How to Play
• Neutral Sentiment: Coverage pieces (Seeking Alpha / Yahoo) highlight strong revenue growth guidance but reiterate that Kratos remains unprofitable with cash burn and margin pressure — important when weighing valuation. Trump’s ‘Dream Military’ Is A Game Changer For Kratos: My Volatility Playbook
• Negative Sentiment: Heavy insider selling: disclosure and data show numerous executive sales over recent months (CEO and other senior officers have sold significant positions), which can concern investors about timing and dilution. Kratos Defense & Security Solutions Stock (KTOS) Opinions on Recent Price Surge and Analyst Rating
• Negative Sentiment: Recent SEC/filing reports show specific large insider sales (e.g., CEO sale in the millions), reinforcing near‑term selling pressure risk. Insider Selling: Kratos Defense & Security Solutions (NASDAQ:KTOS) CEO Sells $17,306,585.72 in Stock

Insider Transactions at Kratos Defense & Security Solutions

In other Kratos Defense & Security Solutions news, insider Jonah Adelman sold 30,000 shares of the company’s stock in a transaction that occurred on 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 completion of the sale, the insider owned 9,348 shares of the company’s stock, valued at $699,230.40. This represents a 76.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Deanna H. Lund sold 30,000 shares of Kratos Defense & Security Solutions stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $74.08, for a total transaction of $2,222,400.00. Following the transaction, the chief financial officer directly owned 273,285 shares in the company, valued at $20,244,952.80. This trade represents a 9.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 885,511 shares of company stock worth $70,988,315. Company insiders own 2.37% of the company’s stock.

Kratos Defense & Security Solutions Price Performance

KTOS stock opened at $113.70 on Friday. The firm has a 50 day simple moving average of $78.14 and a two-hundred day simple moving average of $72.68. The stock has a market cap of $19.20 billion, a PE ratio of 874.68 and a beta of 1.09. Kratos Defense & Security Solutions, Inc. has a one year low of $23.90 and a one year high of $115.45. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.30 and a quick ratio of 3.68.

Kratos Defense & Security Solutions (NASDAQ:KTOS) last posted its quarterly earnings data on Tuesday, November 4th. The aerospace company reported $0.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.12 by $0.02. Kratos Defense & Security Solutions had a net margin of 1.56% and a return on equity of 3.14%. The company had revenue of $347.60 million during the quarter, compared to the consensus estimate of $323.01 million. During the same period in the previous year, the firm posted $0.11 EPS. The firm’s revenue was up 26.0% compared to the same quarter last year. On average, analysts predict that Kratos Defense & Security Solutions, Inc. will post 0.31 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on KTOS shares. Jefferies Financial Group reiterated a “hold” rating and issued a $85.00 price target on shares of Kratos Defense & Security Solutions in a research report on Thursday, November 6th. Canaccord Genuity Group upped their target price on shares of Kratos Defense & Security Solutions from $74.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, October 9th. BNP Paribas Exane started coverage on shares of Kratos Defense & Security Solutions in a research note on Tuesday, November 18th. They issued a “neutral” rating and a $80.00 target price on the stock. BNP Paribas set a $80.00 price target on shares of Kratos Defense & Security Solutions in a research report on Tuesday, November 18th. Finally, Robert W. Baird upped their price target on shares of Kratos Defense & Security Solutions from $70.00 to $87.00 and gave the stock an “outperform” rating in a report on Friday, September 26th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Kratos Defense & Security Solutions has an average rating of “Moderate Buy” and a consensus price target of $84.47.

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.