Mercury Systems (NASDAQ:MRCY) CAO Douglas Munro Sells 109 Shares

August 22, 2026 by InsiderTrades.com

Key Points

CEO William Ballhaus sold 22,010 Mercury Systems shares for approximately $2.15 million at an average price of $97.67. The sale covered tax withholding on vested equity awards, leaving him with 228,197 shares.
Mercury Systems’ quarterly revenue rose 6.1% year over year to about $289.8 million, exceeding estimates, while adjusted EPS of $0.37 narrowly missed consensus and declined from $0.47 a year earlier.
The company reported record bookings of approximately $660 million and backlog above $1.9 billion, but investors remain focused on weaker profitability and fixed-price contract exposure to rising semiconductor costs. Analysts’ consensus rating is Hold, with a target price of $110.10.

Mercury Systems Inc (NASDAQ:MRCY - Get Free Report) CAO Douglas Munro sold 109 shares of the stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $97.67, for a total transaction of $10,646.03. Following the completion of the sale, the chief accounting officer directly owned 12,982 shares in the company, valued at approximately $1,267,951.94. This trade represents a 0.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Why Are Insiders Are Dumping Shares of Robinhood, Stryker, and Mercury Systems?

Douglas Munro also recently made the following trade(s):

On Wednesday, August 19th, Douglas Munro sold 548 shares of Mercury Systems stock. The shares were sold at an average price of $100.31, for a total transaction of $54,969.88.
On Tuesday, August 18th, Douglas Munro sold 494 shares of Mercury Systems stock. The stock was sold at an average price of $111.36, for a total transaction of $55,011.84.
On Monday, August 17th, Douglas Munro sold 404 shares of Mercury Systems stock. The shares were sold at an average price of $109.95, for a total transaction of $44,419.80.

Mercury Systems Price Performance

Shares of NASDAQ:MRCY opened at $91.36 on Friday. The firm's 50 day moving average is $107.54 and its two-hundred day moving average is $94.85. The firm has a market capitalization of $5.49 billion, a P/E ratio of -182.72 and a beta of 0.95. The company has a current ratio of 2.96, a quick ratio of 2.15 and a debt-to-equity ratio of 0.29. Mercury Systems Inc has a 52 week low of $65.04 and a 52 week high of $128.45.

Mercury Systems Up 27%: Financials Send Investors a Clear Signal

Mercury Systems (NASDAQ:MRCY - Get Free Report) last issued its quarterly earnings data 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 positive return on equity of 1.29% and a negative net margin of 3.02%.The business had revenue of $289.78 million for the quarter, compared to analyst estimates of $266.09 million. During the same quarter in the prior year, the firm posted $0.47 earnings per share. The business's quarterly revenue was up 6.1% on a year-over-year basis. Analysts anticipate that Mercury Systems Inc will post 0.77 earnings per share for the current year.

Institutional Investors Weigh In On Mercury Systems

Institutional investors have recently added to or reduced their stakes in the company. Concurrent Investment Advisors LLC bought a new position in Mercury Systems during the 2nd quarter valued at $234,000. Nykredit A S bought a new stake in shares of Mercury Systems in the 2nd quarter worth $265,000. Sigma Planning Corp bought a new stake in shares of Mercury Systems in the 2nd quarter worth $633,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Mercury Systems by 5.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 122,585 shares of the technology company's stock valued at $14,996,000 after buying an additional 6,413 shares during the period. Finally, Wellington Management Group LLP lifted its holdings in shares of Mercury Systems by 2.6% in the second quarter. Wellington Management Group LLP now owns 775,502 shares of the technology company's stock valued at $94,867,000 after buying an additional 19,977 shares during the period. 95.99% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Analysts Went All In On These Computer Stocks, Save Your Spot

Several research analysts have recently issued reports on the company. Truist Financial increased their price target on Mercury Systems from $109.00 to $120.00 and gave the stock a "buy" rating in a research note on Thursday. Wall Street Zen cut shares of Mercury Systems from a "buy" rating to a "hold" rating in a research note on Saturday, July 18th. Robert W. Baird upped their price objective on shares of Mercury Systems from $120.00 to $130.00 and gave the stock an "outperform" rating in a report on Wednesday. Weiss Ratings reiterated a "sell (d-)" rating on shares of Mercury Systems in a research report on Friday, July 17th. Finally, Zacks Research cut shares of Mercury Systems from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $110.10.

View Our Latest Stock Report on Mercury Systems

Trending Headlines about Mercury Systems

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

Positive Sentiment: Mercury Systems reported record fourth-quarter bookings of approximately $660 million, up 93.1% year over year, with a 2.28 book-to-bill ratio. Backlog surpassed $1.9 billion, a 38.4% increase, providing stronger revenue visibility as production ramps. Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results
Positive Sentiment: Revenue increased 6.1% year over year to approximately $290 million, exceeding the roughly $266 million analyst estimate. RBC raised its target to $120, Piper Sandler lifted its target to $131 while maintaining an Overweight rating, and Baird also forecast substantial upside. Robert W. Baird Forecasts Strong Price Appreciation
Neutral Sentiment: CEO William Ballhaus and several executives sold shares in transactions from August 17–20. The sales totaled several million dollars, but SEC filings said they were intended to cover tax withholding on vested equity awards. That reduces their value as a bearish signal, although no insider purchases were reported. Mercury Systems SEC Insider Trading Filing
Negative Sentiment: Adjusted EPS was $0.37, narrowly missing the $0.38 consensus and falling from $0.47 a year earlier. GAAP EPS was $0.01, while adjusted EBITDA declined to $49 million from $51 million and free cash flow fell to $29 million from $34 million. The earnings shortfall appears to have outweighed the strong bookings and revenue figures. Mercury Systems Drops as EPS Miss Overshadows Record Bookings
Negative Sentiment: Investors are also evaluating Mercury’s exposure to semiconductor-price volatility. Because many contracts are fixed-price, higher component costs could pressure margins before the company can adjust pricing or supply arrangements. Mercury Systems Fixed-Price Contract Risk

About Mercury Systems

(Get Free Report)

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.