Jones Financial Companies Lllp Acquires 24,451 Shares of Kratos Defense & Security Solutions, Inc. $KTOS

Jones Financial Companies Lllp lifted its holdings in shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) by 270.3% in the third quarter, Holdings Channel.com reports. The institutional investor owned 33,498 shares of the aerospace company’s stock after acquiring an additional 24,451 shares during the period. Jones Financial Companies Lllp’s holdings in Kratos Defense & Security Solutions were worth $2,908,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of KTOS. TD Waterhouse Canada Inc. bought a new position in Kratos Defense & Security Solutions in the second quarter valued at about $30,000. Rakuten Securities Inc. acquired a new stake in shares of Kratos Defense & Security Solutions in the 2nd quarter valued at approximately $31,000. Bayforest Capital Ltd bought a new stake in shares of Kratos Defense & Security Solutions during the 3rd quarter valued at approximately $32,000. Whittier Trust Co. bought a new stake in shares of Kratos Defense & Security Solutions during the 3rd quarter valued at approximately $38,000. Finally, NewEdge Advisors LLC increased its position in Kratos Defense & Security Solutions by 64.4% during the 1st quarter. NewEdge Advisors LLC now owns 1,315 shares of the aerospace company’s stock worth $39,000 after purchasing an additional 515 shares in the last quarter. 75.92% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have weighed in on KTOS. Citigroup restated a “market outperform” rating on shares of Kratos Defense & Security Solutions in a research report on Monday, January 12th. BTIG Research increased their price target on Kratos Defense & Security Solutions from $80.00 to $95.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. BNP Paribas Exane set a $80.00 price objective on Kratos Defense & Security Solutions in a report on Tuesday, November 18th. Citizens Jmp upped their target price on Kratos Defense & Security Solutions from $105.00 to $125.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Finally, Truist Financial set a $135.00 target price on Kratos Defense & Security Solutions in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $95.28.

Insider Buying and Selling

In other Kratos Defense & Security Solutions news, insider Steven S. Fendley sold 7,000 shares of the company’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $107.97, for a total transaction of $755,790.00. Following the sale, the insider owned 341,631 shares of the company’s stock, valued at approximately $36,885,899.07. This represents a 2.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Scot B. Jarvis sold 5,000 shares of Kratos Defense & Security Solutions stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $118.28, for a total value of $591,400.00. Following the completion of the transaction, the director directly owned 100,417 shares of the company’s stock, valued at approximately $11,877,322.76. This trade represents a 4.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 916,815 shares of company stock worth $75,023,021. Corporate insiders own 2.37% of the company’s stock.

Kratos Defense & Security Solutions News Roundup

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

• Positive Sentiment: Taiwan partnership and drone production ramp — Kratos and Taiwan’s military successfully tested a jet-powered attack drone aimed at rapidly fielding low-cost, attritable aircraft, a material international contract/partnership that supports near-term production and revenue growth. Taiwan teams with US firm Kratos to build attack drones to counter China
• Positive Sentiment: Successful integrated Mighty Hornet IV test — Kratos and NCSIST validated the integrated Mighty Hornet IV system, reinforcing international demand for Kratos’ attritable and integrated drone/weapon solutions. This demonstrates exportable tech and program traction. Kratos, NCSIST Team Successfully Test Integrated Mighty Hornet IV System
• Positive Sentiment: Analyst/market coverage turning favorable — Coverage notes (Zacks, MarketBeat) highlight strong recent share gains, contract wins, hypersonics expansion and rising price targets from major brokers, which supports investor appetite and higher upside expectations. KTOS Stock Rises 17.7% in 3 Months
• Neutral Sentiment: Training and simulation wins noted — Coverage (Yahoo/Business Insider) flags Kratos’ training and simulation contracts as potential durable edges, but these are longer-duration revenue streams and less immediately accretive than production contracts. Do Kratos (KTOS) Training Wins Hint At A Durable Edge In Defense Simulation?
• Neutral Sentiment: Momentum / thematic coverage — MarketBeat and others include KTOS in lists of high-risk/high-reward defense stocks that outperformed in 2025; useful for sentiment but not a direct operational catalyst. Earnings scheduled late February remain the next major event. 3 High-Risk Stocks That Soared in 2025 But Can Still Fly Higher (KTOS)
• Negative Sentiment: Insider selling — CFO Deanna Lund sold 5,000 shares (~$484k) and insider David M. Carter sold 4,000 shares (~$350k) in early Feb. Multiple insider sales can weigh on sentiment even as executives retain substantial positions. SEC filing for Carter’s sale: SEC filing: Carter sale SEC filing: Lund sale

Kratos Defense & Security Solutions Price Performance

Kratos Defense & Security Solutions stock opened at $94.41 on Friday. The stock’s 50 day moving average is $92.79 and its 200 day moving average is $81.77. Kratos Defense & Security Solutions, Inc. has a one year low of $23.90 and a one year high of $134.00. The firm has a market cap of $15.94 billion, a P/E ratio of 726.29 and a beta of 1.09. 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 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.