Sei Investments Co. Purchases 25,057 Shares of Kodiak Gas Services, Inc. $KGS

Sei Investments Co. grew its position in Kodiak Gas Services, Inc. (NYSE:KGS) by 159.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,760 shares of the company’s stock after acquiring an additional 25,057 shares during the period. Sei Investments Co.’s holdings in Kodiak Gas Services were worth $2,377,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of KGS. EverSource Wealth Advisors LLC raised its holdings in shares of Kodiak Gas Services by 1,501.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,233 shares of the company’s stock valued at $42,000 after purchasing an additional 1,156 shares during the period. State of Wyoming grew its holdings in Kodiak Gas Services by 201.7% during the fourth quarter. State of Wyoming now owns 1,219 shares of the company’s stock worth $46,000 after purchasing an additional 815 shares during the period. PNC Financial Services Group Inc. grew its holdings in Kodiak Gas Services by 80.4% during the third quarter. PNC Financial Services Group Inc. now owns 1,449 shares of the company’s stock worth $54,000 after purchasing an additional 646 shares during the period. Uniplan Investment Counsel Inc. acquired a new position in Kodiak Gas Services during the fourth quarter worth approximately $108,000. Finally, Amplify Investments LLC increased its position in Kodiak Gas Services by 21.4% during the fourth quarter. Amplify Investments LLC now owns 3,230 shares of the company’s stock worth $112,000 after buying an additional 570 shares during the last quarter. Institutional investors own 24.95% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on KGS. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Kodiak Gas Services in a research report on Friday, May 29th. Barclays decreased their target price on Kodiak Gas Services from $76.00 to $72.00 and set an “overweight” rating on the stock in a report on Wednesday, July 8th. The Goldman Sachs Group increased their price target on Kodiak Gas Services from $69.00 to $88.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Jefferies Financial Group assumed coverage on Kodiak Gas Services in a report on Thursday, June 4th. They set a “buy” rating and a $79.00 price target for the company. Finally, Wells Fargo & Company initiated coverage on shares of Kodiak Gas Services in a report on Wednesday, May 27th. They issued an “overweight” rating and a $93.00 price objective on the stock. Ten analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Kodiak Gas Services has an average rating of “Moderate Buy” and an average target price of $79.33.

Kodiak Gas Services Stock Up 5.3%

KGS stock opened at $59.89 on Friday. The company has a debt-to-equity ratio of 2.38, a current ratio of 1.28 and a quick ratio of 0.99. The stock has a market capitalization of $5.32 billion, a price-to-earnings ratio of 71.30, a PEG ratio of 0.88 and a beta of 0.97. The business’s fifty day moving average price is $66.13 and its two-hundred day moving average price is $60.90. Kodiak Gas Services, Inc. has a fifty-two week low of $30.68 and a fifty-two week high of $77.68.

Kodiak Gas Services (NYSE:KGS) last announced its earnings results on Thursday, August 6th. The company reported $0.55 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.67 by ($0.12). Kodiak Gas Services had a net margin of 5.77% and a return on equity of 14.26%. The business had revenue of $391.12 million during the quarter, compared to the consensus estimate of $386.30 million. During the same period in the previous year, the firm posted $0.43 EPS. The company’s revenue was up 21.2% compared to the same quarter last year. On average, equities analysts anticipate that Kodiak Gas Services, Inc. will post 2.41 earnings per share for the current year.

Kodiak Gas Services Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, August 27th. Shareholders of record on Monday, August 17th will be paid a $0.49 dividend. The ex-dividend date is Monday, August 17th. This represents a $1.96 annualized dividend and a yield of 3.3%. Kodiak Gas Services’s payout ratio is 233.33%.

Key Kodiak Gas Services News

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

• Positive Sentiment: Revenue exceeded expectations and grew significantly. Kodiak’s second-quarter 2026 sales topped analyst estimates and increased 21.2% year over year, indicating continued demand for its natural-gas compression services. Kodiak Gas Services Q2 CY2026 sales top estimates but non-GAAP EPS misses
• Positive Sentiment: Profitability improved from a year earlier. Adjusted earnings were $0.55 per share, compared with $0.49 a year ago, while reported earnings increased from $0.43 per share in the prior-year quarter. The year-over-year improvement supports the broader growth story, even though results missed estimates. Kodiak Gas Services Q2 Earnings Miss Estimates
• Positive Sentiment: Kodiak maintained its quarterly cash dividend. The board declared a $0.49-per-share dividend, payable August 27 to shareholders of record August 17. The dividend represents an annualized yield of approximately 3.5%, which may support income-oriented investor interest. Kodiak Gas Declares Consistent Second-Quarter Cash Dividends
• Neutral Sentiment: Management discussed the second-quarter results and operating outlook during the earnings call. Investors are likely assessing the company’s growth plans and execution against the backdrop of elevated valuation and leverage. Kodiak Gas Services Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted EPS missed consensus estimates. Kodiak reported $0.55 per share versus the $0.67 analyst estimate, a $0.12 shortfall. The miss, along with a net margin of 5.77% and debt-to-equity ratio of 2.38, remains a risk for investors and could limit further upside if earnings do not accelerate. Kodiak Gas Services Quarterly Earnings Results

Insider Buying and Selling at Kodiak Gas Services

In other Kodiak Gas Services news, EVP Cory Anne Roclawski sold 4,169 shares of the stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $68.36, for a total transaction of $284,992.84. Following the transaction, the executive vice president owned 24,662 shares in the company, valued at $1,685,894.32. This represents a 14.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Ewan William Hamilton sold 2,729 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $68.62, for a total transaction of $187,263.98. Following the transaction, the chief accounting officer directly owned 31,617 shares in the company, valued at $2,169,558.54. This represents a 7.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 13,523 shares of company stock worth $921,319. 0.64% of the stock is currently owned by company insiders.

Kodiak Gas Services 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.