Kodiak Gas Services (NYSE:KGS) EVP Sells $1,196,019.72 in Stock

Kodiak Gas Services, Inc. (NYSE:KGS) EVP Cory Anne Roclawski sold 21,161 shares of the company’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $56.52, for a total transaction of $1,196,019.72. Following the completion of the transaction, the executive vice president owned 42,257 shares in the company, valued at $2,388,365.64. This represents a 33.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Cory Anne Roclawski also recently made the following trade(s):

• On Monday, March 16th, Cory Anne Roclawski sold 10,852 shares of Kodiak Gas Services stock. The shares were sold at an average price of $54.41, for a total transaction of $590,457.32.

Kodiak Gas Services Stock Performance

Kodiak Gas Services stock opened at $55.56 on Thursday. The company has a debt-to-equity ratio of 2.12, a quick ratio of 0.57 and a current ratio of 0.84. The company has a market capitalization of $4.77 billion, a PE ratio of 63.86 and a beta of 1.11. The company has a 50 day moving average price of $47.60 and a 200-day moving average price of $39.60. Kodiak Gas Services, Inc. has a fifty-two week low of $29.25 and a fifty-two week high of $58.50.

Kodiak Gas Services (NYSE:KGS) last released its quarterly earnings data on Wednesday, February 25th. The company reported $0.40 EPS for the quarter, missing the consensus estimate of $0.53 by ($0.13). The firm had revenue of $332.87 million for the quarter, compared to analysts’ expectations of $330.95 million. Kodiak Gas Services had a return on equity of 11.55% and a net margin of 6.16%.The company’s revenue for the quarter was up 7.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.21 earnings per share. As a group, equities analysts forecast that Kodiak Gas Services, Inc. will post 1.12 earnings per share for the current year.

Kodiak Gas Services Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Friday, February 13th were paid a dividend of $0.49 per share. The ex-dividend date was Friday, February 13th. This represents a $1.96 annualized dividend and a dividend yield of 3.5%. Kodiak Gas Services’s dividend payout ratio (DPR) is currently 225.29%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Mizuho raised their target price on shares of Kodiak Gas Services from $36.00 to $44.00 and gave the company an “outperform” rating in a research report on Tuesday, January 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Kodiak Gas Services in a research note on Monday, December 29th. Wall Street Zen raised shares of Kodiak Gas Services from a “sell” rating to a “hold” rating in a report on Saturday, February 21st. The Goldman Sachs Group boosted their price objective on shares of Kodiak Gas Services from $46.00 to $60.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Finally, Barclays upped their target price on Kodiak Gas Services from $49.00 to $60.00 and gave the stock an “overweight” rating in a report on Thursday, March 5th. Seven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $51.86.

Trending Headlines about Kodiak Gas Services

Here are the key news stories impacting Kodiak Gas Services this week:

• Positive Sentiment: Director purchases: Two company directors bought meaningful blocks (Randall Hogan 6,000; Alexander Darden 5,000), signaling board-level confidence and adding insider demand. Director Purchase Filing
• Positive Sentiment: Analyst upgrades/target increases: Several sell‑side firms have raised price targets and maintained Buy/Outperform stances (Goldman, Barclays, Citi), supporting upside expectations. Analyst Coverage Summary
• Positive Sentiment: Institutional accumulation: Multiple institutional buyers have added to positions recently (e.g., Principal, Rhumbline, Walleye), providing structural demand. Institutional Holdings Update
• Positive Sentiment: Strategic growth thesis: A recent Seeking Alpha piece argues KGS is benefiting from AI/data‑center power demand and equipment scarcity, citing margin gains from predictive maintenance and a $675M DPS acquisition as supportive of higher-margin annuities. Seeking Alpha Article
• Neutral Sentiment: Dividend and payout: Kodiak pays a $0.49 quarterly dividend (~3.5–3.6% yield) which appeals to income buyers, but the payout ratio is very high (~225%), raising sustainability questions. Dividend Details
• Neutral Sentiment: Technicals/valuation: Stock is trading well above its 50- and 200-day moving averages and near its 52‑week high — supports momentum flows but increases short-term profit‑taking risk. Stock Performance Snapshot
• Negative Sentiment: Insider selling: Senior executives have sold material blocks this week — EVP Cory Roclawski sold 10,852 shares and CAO Ewan Hamilton sold multiple tranches (e.g., 4,830; 2,091; 5,797 shares across filings) — which can weigh on market sentiment. EVP Sale Filing
• Negative Sentiment: Quarterly results: Revenue modestly beat estimates but EPS missed (reported $0.40 vs. $0.53 expected), leaving near-term profitability uncertainty and giving traders a reason to trim exposure. Quarterly Results

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the company. Rockefeller Capital Management L.P. grew its position in shares of Kodiak Gas Services by 262.8% in the 4th quarter. Rockefeller Capital Management L.P. now owns 33,767 shares of the company’s stock worth $1,263,000 after buying an additional 24,459 shares during the last quarter. Invesco Ltd. lifted its position in Kodiak Gas Services by 20.4% during the fourth quarter. Invesco Ltd. now owns 7,593,274 shares of the company’s stock valued at $283,988,000 after acquiring an additional 1,287,485 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in Kodiak Gas Services by 1.6% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 79,224 shares of the company’s stock valued at $2,963,000 after acquiring an additional 1,234 shares in the last quarter. State of Tennessee Department of Treasury boosted its stake in Kodiak Gas Services by 134.8% in the fourth quarter. State of Tennessee Department of Treasury now owns 28,736 shares of the company’s stock valued at $1,075,000 after acquiring an additional 16,495 shares in the last quarter. Finally, Mackenzie Financial Corp grew its holdings in Kodiak Gas Services by 35.8% in the fourth quarter. Mackenzie Financial Corp now owns 13,471 shares of the company’s stock worth $502,000 after purchasing an additional 3,552 shares during the last quarter. Hedge funds and other institutional investors own 24.95% of the company’s stock.

Kodiak Gas Services Company Profile

Kodiak Gas Services, Inc operates contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Compression Operations and Other Services. The Compression Operations segment operates company-owned and customer-owned compression infrastructure to enable the production, gathering, and transportation of natural gas and oil. The Other Services segment provides a range of contract services, including station construction, maintenance and overhaul, and other ancillary time and material-based offerings.