Mercury Systems, Inc.

NasdaqGS:MRCY Stock Report

Market Cap: US$5.6b

Mercury Systems Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MRCY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Nov 25SellUS$97,570Douglas MunroIndividual1,329US$73.42
07 Nov 25SellUS$125,784Debora PlunkettIndividual1,700US$73.99
06 Nov 25SellUS$75,450,000Jana Partners Management, LPCompany1,000,000US$75.45
16 Sep 25SellUS$4,918Douglas MunroIndividual67US$73.40
20 Aug 25SellUS$446,312Steven RatnerIndividual7,000US$63.76
19 Aug 25SellUS$223,659Steven RatnerIndividual3,416US$66.52
19 Aug 25SellUS$1,532,692William BallhausIndividual23,445US$66.52
19 Aug 25SellUS$976,285David FarnsworthIndividual14,911US$66.52
19 Aug 25SellUS$157,268Stuart KupinskyIndividual2,402US$66.52
19 Aug 25SellUS$48,384Douglas MunroIndividual739US$66.52
13 Aug 25SellUS$52,139,740Jana Partners Management, LPCompany797,000US$65.42
16 Jun 25SellUS$98,345Steven RatnerIndividual1,839US$53.48
14 May 25SellUS$109,788Douglas MunroIndividual2,419US$45.64
09 May 25SellUS$8,665,793Jana Partners Management, LPCompany188,152US$46.27
08 May 25SellUS$200,605Steven RatnerIndividual4,217US$47.70
18 Feb 25SellUS$103,338Charles WellsIndividual2,342US$44.12
18 Feb 25SellUS$26,254Douglas MunroIndividual595US$44.12
18 Feb 25SellUS$104,883Stuart KupinskyIndividual2,377US$44.12

Insider Trading Volume

Insider Buying: MRCY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MRCY?
Owner TypeNumber of SharesOwnership Percentage
State or Government20,7560.032%
Individual Insiders373,9970.577%
Hedge Funds4,961,8437.65%
Institutions59,503,30191.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 78.57% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.1%
BlackRock, Inc.
8,477,158US$795.9m2.77%0.01%
9.37%
The Vanguard Group, Inc.
5,632,049US$528.8m-1.73%0.01%
8.26%
Jana Partners Management, LP
4,961,843US$465.9m-16.7%23.04%
5.08%
State Street Global Advisors, Inc.
3,055,358US$286.9m-5.89%0.01%
4.72%
William Blair Investment Management, LLC
2,837,608US$266.4m-43.3%0.31%
3.97%
T. Rowe Price Group, Inc.
2,387,746US$224.2m136%0.02%
3.62%
Conestoga Capital Advisors, LLC
2,174,807US$204.2m-4.61%3.39%
2.9%
Dimensional Fund Advisors LP
1,743,814US$163.7m-4.78%0.02%
2.55%
First Trust Advisors LP
1,532,822US$143.9m96.3%0.09%
2.47%
FMR LLC
1,482,935US$139.2m26.9%0.01%
2.2%
Geode Capital Management, LLC
1,321,485US$124.1m4.46%0.01%
2.16%
Baron Capital Group, Inc.
1,295,284US$121.6m4.9%0.3%
1.74%
Neuberger Berman Investment Advisers LLC
1,046,469US$98.3m-0.94%0.07%
1.47%
Loomis Sayles & Company, L.P.
884,615US$83.1m-10.9%0.1%
1.46%
Fisher Asset Management, LLC
875,279US$82.2m21.3%0.03%
1.45%
Emerald Advisers, LLC
869,150US$81.6m20.7%1.46%
1.41%
Invesco Capital Management LLC
846,895US$79.5m55.8%0.02%
1.3%
Snyder Capital Management, L.P.
781,404US$73.4m-18.4%1.27%
1.28%
Lord, Abbett & Co. LLC
770,246US$72.3m39.4%0.2%
1.25%
Allspring Global Investments, LLC
753,695US$70.8m8.62%0.1%
1.25%
Victory Capital Management Inc.
750,321US$70.4m-57.4%0.04%
1.2%
Van Eck Associates Corporation
720,856US$67.7m1.74%0.04%
1.14%
Segall Bryant & Hamill, LLC
684,123US$64.2m-31.5%0.77%
1.13%
Invesco Ltd.
680,548US$63.9m1,600%0.02%
1.09%
Kennedy Capital Management LLC
657,013US$61.7m23.8%1.27%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/03 22:59
End of Day Share Price 2026/02/03 00:00
Earnings2025/09/26
Annual Earnings2025/06/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Mercury Systems, Inc. is covered by 15 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Christopher RiegerBerenberg
Austin MoellerCanaccord Genuity