Mercury Systems (MRCY) Booked $660 Million. Why Did its Shares Fall More than 10% After Hours?
Mercury Systems, Inc. (NASDAQ:MRCY) reported record orders, but the results exposed the gap between defense demand and financial conversion.
Mercury Systems Inc (MRCY)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | JANA Partners Barry Rosenstein | 3,958,849 | $484,285,998 | -4% | 25.46% |
| 2. | Fisher Asset Management Ken Fisher | 944,069 | $115,488,050 | -4% | 0.03% |
| 3. | BAMCO Inc. Ron Baron | 606,919 | $74,244,401 | -6% | 0.11% |
| 4. | Driehaus Capital Richard Driehaus | 487,921 | $59,687,376 | +66% | 0.35% |
| 5. | Royce & Associates Chuck Royce | 238,327 | $29,154,542 | +9% | 0.23% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.25 | 13,600 | $506,600.00 | 6,944,633 | 2024-08-27 | Filing | |
| $29.63 | 75,000 | $2,222,250.00 | 6,931,033 | 2024-02-28 | Filing | |
| $29.21 | 284,295 | $8,304,256.95 | 6,856,033 | 2024-02-27 | Filing | |
| $28.53 | 18,618 | $531,171.54 | 6,571,738 | 2024-02-26 | Filing | |
| $29.30 | 3,413 | $100,000.08 | 7,066 | 2024-02-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $91.36 | 356 | $32,524.16 | 0 | 2026-08-21 | Filing | |
| $95.23 | 1,000 | $95,230.00 | 56,352 | 2026-08-21 | Filing | |
| $90.60 | 2,738 | $248,062.80 | 299,836 | 2026-08-24 | Filing | |
| $89.47 | 105,471 | $9,436,806.78 | 302,574 | 2026-08-24 | Filing | |
| $93.51 | 204 | $19,075.63 | 256,047 | 2026-08-21 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,370,902 | $1,146,342,385 | 0.02% | |
| 2. | 3,418,290 | $418,046,490 | 0.01% | |
| 3. | 3,031,459 | $370,838,380 | 0.02% | |
| 4. | 2,669,450 | $326,553,818 | 0.03% | |
| 5. | 2,422,629 | $296,360,206 | 0.01% |
News See All
Mercury Systems (MRCY): Is This Defense Stock Entering a New Growth Phase?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Is Mercury Systems (MRCY)’s Partnership With Palantir Technologies (PLTR) the Catalyst for a Hardware Turnaround?
On August 3, Mercury Systems, Inc. (NASDAQ:MRCY) and Palantir Technologies Inc. (NASDAQ:PLTR) announced a strategic alliance aimed at automating material planning and factory operations for U.S.
Mercury Systems’ (MRCY) Turnaround Gains Traction With Accelerated Growth
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Mercury Systems, Inc. (MRCY): Among The Best Mid Cap Defense Stocks to Buy
Shares have surged 44% year-to-date as of the close on June 24, making it one of the best-performing defense stocks so far in 2026.
8 Best Mid Cap Defense Stocks to Buy
The NYSE Arca Defense Index is up 4.96% year-to-date as of the close on June 24, trailing the S&P 500’s returns of 7.29% during the period.
8 Best Stocks to Buy According to Billionaire Barry Rosenstein
Activist investing is seeing a significant pressure through campaigns targeting underperforming companies.
Analysts Revise Price Targets on Mercury Systems, Inc. (MRCY) Following Q3 Earnings Report
Mercury Systems, Inc. (NASDAQ:MRCY) is among the 10 Best Performing Defense Stocks So Far in 2026. The company’s shares are up 34% year-to-date as of the close on May 22.
10 Best Performing Defense Stocks So Far in 2026
Defense stocks have been pressured since the start of the Iran war, following robust returns over the past few years. The iShares U.S.
Mercury Systems, Inc. (NASDAQ:MRCY) Q3 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Mercury Systems, Inc. Third Quarter Fiscal 2026 conference call. Today's call is being recorded.
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