Mercury Systems (NASDAQ:MRCY) EVP Stuart Kupinsky Sells 1,195 Shares

Mercury Systems Inc (NASDAQ:MRCY) EVP Stuart Kupinsky sold 1,195 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $109.95, for a total value of $131,390.25. Following the completion of the transaction, the executive vice president owned 59,838 shares of the company’s stock, valued at $6,579,188.10. The trade was a 1.96% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Stuart Kupinsky also recently made the following trade(s):

• On Tuesday, August 18th, Stuart Kupinsky sold 1,178 shares of Mercury Systems stock. The shares were sold at an average price of $111.36, for a total transaction of $131,182.08.

Mercury Systems Stock Performance

Shares of MRCY stock opened at $101.25 on Thursday. The stock has a fifty day moving average price of $108.62 and a 200 day moving average price of $94.87. The stock has a market cap of $6.08 billion, a PE ratio of -202.50 and a beta of 0.95. Mercury Systems Inc has a 1 year low of $62.78 and a 1 year high of $128.45. The company has a debt-to-equity ratio of 0.40, a quick ratio of 2.15 and a current ratio of 3.19.

Mercury Systems (NASDAQ:MRCY) last announced its quarterly earnings results on Tuesday, August 18th. The technology company reported $0.37 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.01). Mercury Systems had a negative net margin of 3.02% and a positive return on equity of 1.29%. The business had revenue of $289.78 million during the quarter, compared to analysts’ expectations of $266.09 million. During the same period last year, the company earned $0.47 EPS. The firm’s revenue for the quarter was up 6.1% on a year-over-year basis. Sell-side analysts forecast that Mercury Systems Inc will post 0.77 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Mercury Systems

A number of large investors have recently modified their holdings of MRCY. Public Employees Retirement System of Ohio acquired a new position in Mercury Systems during the 2nd quarter worth approximately $43,000. Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in shares of Mercury Systems during the second quarter valued at approximately $52,000. Leonteq Securities AG purchased a new stake in shares of Mercury Systems during the fourth quarter valued at approximately $35,000. Hollencrest Capital Management purchased a new stake in shares of Mercury Systems during the fourth quarter valued at approximately $37,000. Finally, Osaic Holdings Inc. lifted its position in shares of Mercury Systems by 53.2% during the second quarter. Osaic Holdings Inc. now owns 599 shares of the technology company’s stock worth $32,000 after purchasing an additional 208 shares in the last quarter. Institutional investors and hedge funds own 95.99% of the company’s stock.

Mercury Systems News Roundup

Here are the key news stories impacting Mercury Systems this week:

• Positive Sentiment: Mercury reported record fourth-quarter bookings of approximately $660 million, up 93.1% year over year, producing a 2.28 book-to-bill ratio. Backlog exceeded $1.9 billion, up 38.4%, improving revenue visibility as production ramps. Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results
• Positive Sentiment: Fourth-quarter revenue rose 6.1% to about $290 million, beating analysts’ roughly $266 million estimate. Analysts at RBC, Baird and Piper Sandler raised price targets and maintained positive ratings, citing expected low-double-digit growth and the company’s sizable backlog. Mercury Systems Q4 Earnings in Line, Revenues Top on Bookings
• Neutral Sentiment: Several executives, including CEO William Ballhaus and multiple EVPs, sold shares totaling roughly $4.7 million in transactions dated August 17–18. The filings state the sales were used to cover tax withholding obligations tied to vested equity awards, reducing their signaling value, although there were no reported insider purchases. Mercury Systems Insider Trading Filing
• Negative Sentiment: Adjusted EPS was $0.37, slightly below the $0.38 consensus and down from $0.47 a year earlier; GAAP EPS was only $0.01 versus $0.27. Adjusted EBITDA fell to $49 million from $51 million, while free cash flow declined to $29 million from $34 million, overshadowing the bookings and revenue performance. Mercury Systems Drops as EPS Miss Overshadows Record Bookings
• Negative Sentiment: A newly highlighted risk is exposure to semiconductor cost volatility: Mercury relies on advanced components while many contracts are fixed-price, potentially allowing input-cost increases to compress margins until pricing or supply-chain adjustments take effect. Mercury Systems Fixed-Price Contract Risk

Wall Street Analysts Forecast Growth

Several analysts have commented on MRCY shares. The Goldman Sachs Group lifted their price target on Mercury Systems from $60.00 to $68.00 and gave the company a “sell” rating in a report on Monday, May 11th. Zacks Research lowered shares of Mercury Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Weiss Ratings reissued a “sell (d-)” rating on shares of Mercury Systems in a research report on Friday, July 17th. Royal Bank Of Canada boosted their target price on shares of Mercury Systems from $105.00 to $120.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, Canaccord Genuity Group upped their price target on shares of Mercury Systems from $102.00 to $106.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $106.80.

About Mercury Systems

Mercury Systems, Inc (NASDAQ: MRCY) is a technology company that designs, manufactures and markets secure processing subsystems for aerospace and defense applications. The company’s products are built to address the stringent security, safety and reliability requirements of mission-critical programs, with a focus on radar, electronic warfare, intelligence and other sensor and processing functions. Mercury’s offerings encompass rugged embedded computing modules, high-performance radio frequency (RF) and microwave components, digital signal processing subsystems and secure networking solutions.

Since its origins in advanced signal processing, Mercury Systems has expanded its capabilities through a combination of internal development and targeted acquisitions.