William Blair Investment Management LLC Lowers Stock Holdings in Mercury Systems Inc $MRCY

William Blair Investment Management LLC cut its holdings in shares of Mercury Systems Inc (NASDAQ:MRCY) by 47.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,487,957 shares of the technology company’s stock after selling 2,207,726 shares during the quarter. William Blair Investment Management LLC owned about 4.14% of Mercury Systems worth $192,568,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Salomon & Ludwin LLC purchased a new position in shares of Mercury Systems during the 3rd quarter worth about $32,000. AlphaQuest LLC increased its position in 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 purchasing an additional 168 shares during the last quarter. Osaic Holdings Inc. increased its position in 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 during the last quarter. Federated Hermes Inc. purchased a new position in Mercury Systems during the second quarter worth approximately $43,000. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of Mercury Systems by 33.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 929 shares of the technology company’s stock valued at $50,000 after purchasing an additional 234 shares during the last quarter. Hedge funds and other institutional investors own 95.99% of the company’s stock.

Mercury Systems Trading Down 0.6%

Shares of MRCY opened at $89.03 on Friday. Mercury Systems Inc has a 12 month low of $39.89 and a 12 month high of $103.84. The stock’s 50-day moving average is $87.67 and its two-hundred day moving average is $78.05. 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 stock has a market cap of $5.34 billion, a PE ratio of -167.98, a P/E/G ratio of 8.62 and a beta of 0.75.

Mercury Systems (NASDAQ:MRCY) last announced its earnings results on Tuesday, February 3rd. The technology company reported $0.16 EPS for the quarter, beating the consensus estimate of $0.07 by $0.09. The business had revenue of $232.87 million for the quarter, compared to the consensus estimate of $209.96 million. Mercury Systems had a positive return on equity of 1.28% and a negative net margin of 3.23%.The company’s revenue was up 4.4% on a year-over-year basis. During the same period last year, the business posted $0.07 EPS. Equities analysts forecast that Mercury Systems Inc will post -0.08 earnings per share for the current fiscal year.

Insider Activity

In other Mercury Systems news, Director Jana Partners Management, Lp sold 400,000 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.00, for a total value of $32,400,000.00. Following the completion of the transaction, the director directly owned 4,566,675 shares of the company’s stock, valued at $369,900,675. This represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Stuart Kupinsky sold 2,287 shares of Mercury Systems stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $83.56, for a total value of $191,101.72. Following the sale, the executive vice president directly owned 68,010 shares in the company, valued at approximately $5,682,915.60. The trade was a 3.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 407,701 shares of company stock valued at $33,069,685. 1.40% of the stock is currently owned by company insiders.

Key Headlines Impacting Mercury Systems

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

• Negative Sentiment: Director sale: Howard L. Lance sold 4,832 MRCY shares at an average $88.98 on Feb 25 (≈$430k); his ownership fell ~15%. Insider sales can be viewed negatively by the market as a signal (or simply as diversification/liquidity by the insider), and the timing/size may amplify downward pressure on sentiment. SEC Form 4
• Negative Sentiment: Zacks Research cuts: Zacks lowered multiple quarterly and annual EPS forecasts across FY2026–FY2028 (notable trims: FY2026 from $0.23 to $0.11, FY2027 from $0.57 to $0.37, FY2028 from $1.09 to $1.02; several quarterly cuts including Q3 2026 from $0.02 to ($0.08)). The consensus full‑year figure remains negative at ($0.08). These broad downward revisions reduce near‑term earnings visibility and may prompt investors to re‑price expectations and multiple compression. MarketBeat MRCY

Analyst Ratings Changes

A number of research firms have recently commented on MRCY. Truist Financial upped their price objective on Mercury Systems from $102.00 to $109.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. Royal Bank Of Canada restated an “outperform” rating and set a $105.00 price target on shares of Mercury Systems in a research note on Wednesday, February 4th. Weiss Ratings restated a “sell (d-)” rating on shares of Mercury Systems in a report on Thursday, January 22nd. Canaccord Genuity Group set a $102.00 target price on Mercury Systems in a report on Wednesday, February 4th. Finally, Raymond James Financial reissued a “strong-buy” rating and set a $100.00 target price on shares of Mercury Systems in a research report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $86.89.

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.