Oppenheimer & Co. Inc. Sells 8,218 Shares of Mercury Systems Inc $MRCY

Oppenheimer & Co. Inc. decreased its stake in Mercury Systems Inc (NASDAQ:MRCY) by 27.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,800 shares of the technology company’s stock after selling 8,218 shares during the period. Oppenheimer & Co. Inc.’s holdings in Mercury Systems were worth $1,592,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Osaic Holdings Inc. raised 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 acquiring an additional 208 shares during the last quarter. Federated Hermes Inc. bought a new position in shares of Mercury Systems during the second quarter worth about $43,000. AlphaQuest LLC raised its position in shares of Mercury Systems by 41.9% during the third quarter. AlphaQuest LLC now owns 569 shares of the technology company’s stock worth $44,000 after acquiring an additional 168 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in shares of Mercury Systems by 33.7% during the second quarter. EverSource Wealth Advisors LLC now owns 929 shares of the technology company’s stock worth $50,000 after acquiring an additional 234 shares during the last quarter. Finally, Signaturefd LLC raised its position in shares of Mercury Systems by 15.4% during the fourth quarter. Signaturefd LLC now owns 804 shares of the technology company’s stock worth $59,000 after acquiring an additional 107 shares during the last quarter. 95.99% of the stock is currently owned by institutional investors.

Key Headlines Impacting Mercury Systems

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

• Positive Sentiment: Quarterly beat — Mercury reported non?GAAP EPS of $0.27 vs. consensus ~$0.06 and revenue of $235.76M vs. consensus ~$208M, with revenue up ~11.5% year?over?year, a clear short?term catalyst for the stock. Mercury Systems Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Analyst writeups underscore the beat and stronger top?line trends (Zacks, Seeking Alpha coverage), which can lift sentiment and trading activity. Mercury Systems (MRCY) Q3 Earnings and Revenues Top Estimates
• Neutral Sentiment: Earnings call transcript and slide deck were posted — useful for investors wanting detail on segment trends, backlog, and customer win commentary but not a direct catalyst by itself. Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Market writeups (preview and post?earnings) provide metric comparisons to Street estimates — helpful for modeling but largely reiterative of the beat. Mercury Systems (NASDAQ:MRCY) Reports Bullish Q1 CY2026
• Negative Sentiment: Profitability and margins remain a concern — the company still showed a negative net margin (~?3.2%) and a negative P/E on GAAP basis; return on equity is low. These fundamentals could limit multiple expansion unless margins improve or management provides stronger forward guidance. Mercury Systems Earnings Report and Metrics

Insider Buying and Selling

In other news, Director Howard L. Lance sold 4,832 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $88.98, for a total value of $429,951.36. Following the transaction, the director directly owned 27,272 shares of the company’s stock, valued at $2,426,662.56. The trade was a 15.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP David E. Farnsworth sold 3,625 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $84.87, for a total value of $307,653.75. Following the completion of the transaction, the executive vice president directly owned 157,701 shares in the company, valued at $13,384,083.87. This represents a 2.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 863,383 shares of company stock worth $74,789,584 over the last three months. Insiders own 1.40% of the company’s stock.

Mercury Systems Stock Up 5.6%

Shares of NASDAQ:MRCY opened at $82.96 on Wednesday. The company has a market capitalization of $4.98 billion, a price-to-earnings ratio of -156.53, a P/E/G ratio of 7.61 and a beta of 0.83. The company has a debt-to-equity ratio of 0.41, a current ratio of 2.96 and a quick ratio of 2.04. The business’s 50-day moving average is $81.16 and its 200-day moving average is $80.45. Mercury Systems Inc has a 1 year low of $44.01 and a 1 year high of $103.84.

Mercury Systems (NASDAQ:MRCY) last announced its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.06 by $0.21. The company had revenue of $235.76 million for the quarter, compared to the consensus estimate of $208.56 million. Mercury Systems had a positive return on equity of 1.28% and a negative net margin of 3.23%.The firm’s revenue was up 11.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.06 EPS. Equities research analysts predict that Mercury Systems Inc will post 0.18 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Jefferies Financial Group lowered their price objective on Mercury Systems from $85.00 to $80.00 and set a “hold” rating for the company in a research report on Tuesday, April 7th. Canaccord Genuity Group set a $102.00 price objective on Mercury Systems in a research report on Wednesday, February 4th. Royal Bank Of Canada restated an “outperform” rating and set a $105.00 price objective on shares of Mercury Systems in a research report on Wednesday, February 4th. The Goldman Sachs Group raised their price objective on Mercury Systems from $49.00 to $55.00 and gave the stock a “sell” rating in a research report on Tuesday, January 20th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Mercury Systems in a research report on Tuesday, April 21st. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $86.33.

Mercury Systems Profile

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.