KOS

Kosmos Energy Ltd.

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0001509991
$2.91 +3.56% $1.7B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusBuy (56%)
Inst. Holders8 funds
Inst. Value$38.7M
Inst. Activity2 buys / 3 sells
Insider Activity4B / 11S
Insider Net $$6.3M
Reddit Sentiment61° Warm
SEC Reports7
Press Releases2
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0001509991·Prev Close $2.81

Recent Activity

May 29, 2026 SEC
Two Kosmos Energy directors sold a combined $224K in open-market sales on May 27-28, 2026, at ~$2.73/share. This is a sm
CLUSTER — Impact 2/10
May 28, 2026 Insider
Grant John Douglas Kelso sold 62,044 shares
Director @ $2.74 ($170.0K)
May 28, 2026 Insider
Moraeus Hanssen Maria sold 62,044 shares
Director @ $2.74 ($170.0K)
May 28, 2026 Insider
GOODWIN DEANNA L sold 62,044 shares
Director @ $2.74 ($170.0K)
May 27, 2026 SEC
Kosmos Energy director Steven Sterin filed a Form 144 notice of intent to sell 38,636 common shares (approx. $105,476 at
144 — Impact 2/10
May 5, 2026 SEC
Kosmos Energy reported Q1 2026 results with record quarterly production of 74,800 boepd (up 25% YoY) and revenue of $371
8-K — Impact 6/10
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
3,855,467 shares ($3.5M)
Inst.
BANK OF AMERICA CORP — TRIM
3,851,220 shares ($3.5M)

Price Targets

$3.11 +11.3% upside Buy
Current $2.79 Low $1.40 Median $3.00 High $5.00 10 analysts
$1.40 $5.00

Analyst Ratings

Hold56% buy · 16 analysts
4Strong Buy
5Buy
4Hold
3Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 27, 2026 Mizuho DOWNGRADE Neutral → Underperform
Mar 25, 2026 Johnson Rice UPGRADE Accumulate → Buy
Jan 30, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Jan 5, 2026 Bernstein MAINTAIN Market Perform → Market Perform
Dec 12, 2025 Mizuho MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.07 ▼ -16.0% $0.05 — $0.09 137% YoY 3
Next Q $0.10 ▲ +75.0% $0.07 — $0.14 170% YoY 4
Current FY $0.08 ▼ -60.1% $-0.20 — $0.31 111% YoY 4
Next FY $0.18 ▲ +69.8% $-0.32 — $0.40 130% YoY 6

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$13.5M
CHARLES SCHWAB INVESTMENT MANAGEMENT$10.9MNEW
MORGAN STANLEY$4.3MTRIM
TWO SIGMA INVESTMENTS, LP$3.5MDOUBLED
BANK OF AMERICA CORP$3.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Grant JohnA$170.0K
May 28, 2026Moraeus HanssenA$170.0K
May 28, 2026GOODWIN DEANNAA$170.0K
May 28, 2026Franklin RoySELL$118.7K
May 28, 2026Ogunlesi AdebayoA$170.0K

Reddit Sentiment

61°
Warm
Bearish Neutral Bullish
14 mentions 4 bullish 0 bearish
8 institutional holders with $38.7M total value (42,707,712 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC14,836,244$13.5M34.7%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC12,045,593$10.9M28.2%NEW
3MORGAN STANLEY4,709,209$4.3M11.0%TRIM -25.2%
4TWO SIGMA INVESTMENTS, LP3,855,467$3.5M9.0%DOUBLED +123.5%
5BANK OF AMERICA CORP /DE/3,851,220$3.5M9.0%TRIM -66.0%
6WELLS FARGO & COMPANY/MN1,727,540$1.6M4.0%TRIM -40.4%
7RENAISSANCE TECHNOLOGIES LLC1,647,838$1.5M3.9%DOUBLED +448.8%
8FMR LLC34,601$31.4K0.1%NEAR_EXIT -99.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPDOUBLED1,725,3153,855,467+123.5%$3.5M2025-Q4
BANK OF AMERICA CORP /DE/TRIM11,328,9053,851,220-66.0%$3.5M2025-Q4
WELLS FARGO & COMPANY/MNTRIM2,897,5881,727,540-40.4%$1.6M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED300,2531,647,838+448.8%$1.5M2025-Q4
FMR LLCNEAR_EXIT3,311,84734,601-99.0%$31.4K2025-Q4
BANK OF AMERICA CORP /DE/ADD8,106,65911,328,905+39.7%$18.8M2025-Q3
TWO SIGMA INVESTMENTS, LPADD1,358,2361,725,315+27.0%$2.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW300,253$498.4K2025-Q3
UBS Group AGADD4,253,2438,137,500+91.3%$14.0M2025-Q2
MORGAN STANLEYTRIM8,845,3946,619,350-25.2%$11.4M2025-Q2
FMR LLCTRIM7,762,5103,424,036-55.9%$5.9M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED39,8861,358,236+3305.3%$2.3M2025-Q2
MORGAN STANLEYADD6,613,9458,845,394+33.7%$20.2M2025-Q1
FMR LLCADD4,361,9987,762,510+78.0%$17.7M2025-Q1
CITADEL ADVISORS LLCADD3,776,1596,060,760+60.5%$13.8M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW39,886$90.9K2025-Q1
UBS Group AGDOUBLED2,034,9414,149,484+103.9%$14.2M2024-Q4
CITADEL ADVISORS LLCDOUBLED354,5003,776,159+965.2%$12.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW6,121,694$24.7M2024-Q3
MORGAN STANLEYADD4,278,1345,736,981+34.1%$23.1M2024-Q3
11 unique insiders with 15 transactions. Net insider value: $6.3M ($7.0M bought, $720.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Grant John Douglas KelsoDirectorA62,044$2.74$170.0K
May 28, 2026Moraeus Hanssen MariaDirectorA62,044$2.74$170.0K
May 28, 2026GOODWIN DEANNA LDirectorA62,044$2.74$170.0K
May 28, 2026Franklin Roy A.DirectorSELL43,466$2.73$118.7K
May 28, 2026Ogunlesi Adebayo O.DirectorA62,044$2.74$170.0K
May 28, 2026STICE J MICHAELDirectorA62,044$2.74$170.0K
May 28, 2026Franklin Roy A.DirectorA62,044$2.74$170.0K
May 28, 2026Sterin StevenDirectorA62,044$2.74$170.0K
May 27, 2026Franklin Roy A.DirectorF976$2.85$2.8K
May 27, 2026Grant John Douglas KelsoDirectorF735$2.85$2.1K
May 27, 2026Sterin StevenDirectorSELL38,636$2.73$105.5K
May 27, 2026Grant John Douglas KelsoDirectorSELL43,466$2.73$118.7K
Mar 10, 2026INGLIS ANDREW GChairman and CEOBUY315,790$1.90$600.0K
Mar 10, 2026Shah Nealesh D.SVP and CFOBUY157,894$1.90$300.0K
Mar 10, 2026Ogunlesi Adebayo O.DirectorBUY3,157,895$1.90$6.0M
Mar 10, 2026STICE J MICHAELDirectorBUY52,631$1.90$100.0K
Feb 4, 2026INGLIS ANDREW GChairman and CEOSELL44,628$1.42$63.4K
Feb 4, 2026Shah Nealesh D.SVP and CFOSELL24,690$1.42$35.1K
Feb 4, 2026Marion Josh R.SVP and General CounselSELL3,284$1.42$4.7K
Feb 4, 2026Glass Ronald W.VP & Chief Accounting OfficerSELL3,313$1.42$4.7K
Feb 3, 2026Shah Nealesh D.SVP and CFOA65,567$0.00$0.00
Feb 3, 2026INGLIS ANDREW GChairman and CEOA118,539$0.00$0.00
Feb 3, 2026INGLIS ANDREW GChairman and CEOSELL103,554$1.37$141.9K
Feb 3, 2026Shah Nealesh D.SVP and CFOSELL54,434$1.37$74.6K
Feb 3, 2026Marion Josh R.SVP and General CounselA7,661$0.00$0.00
Feb 3, 2026Marion Josh R.SVP and General CounselSELL19,656$1.37$26.9K
Feb 3, 2026Glass Ronald W.VP & Chief Accounting OfficerA7,732$0.00$0.00
Feb 3, 2026Glass Ronald W.VP & Chief Accounting OfficerSELL19,285$1.37$26.4K
Jan 31, 2026INGLIS ANDREW GChairman and CEOA297,660$0.00$0.00
Jan 31, 2026Shah Nealesh D.SVP and CFOA163,350$0.00$0.00
Jan 31, 2026Marion Josh R.SVP and General CounselA58,080$0.00$0.00
Jan 31, 2026Glass Ronald W.VP & Chief Accounting OfficerA55,000$0.00$0.00
Current analyst consensus: Hold (56% buy). Based on 16 analysts: 4 strong buy, 5 buy, 4 hold, 3 sell, 0 strong sell.

Analyst Price Targets

$3.11 mean target +11.3% upside Buy (2.50)
$1.40 Low $5.00 High
MetricValue
Current Price$2.79
Target Low$1.40
Target Mean$3.11
Target Median$3.00
Target High$5.00
# Analysts10
RecommendationBuy (2.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.07 $0.05 $0.09 136.8% -16.0% 1↑ 2↓ $0.5B 22.3% 3
Next Q
2026-09-30
$0.10 $0.07 $0.14 170.0% +75.0% $0.4B 35.7% 4
Current FY
2026-12-31
$0.08 $-0.20 $0.31 110.6% -60.1% 0↑ 4↓ $1.7B 34.9% 4
Next FY
2027-12-31
$0.18 $-0.32 $0.40 130.1% +69.8% 3↑ 0↓ $1.6B -7.0% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.070
7d ago$0.067+0.003
30d ago$0.083-0.013
60d ago$0.052+0.018
90d ago$-0.048+0.118
4 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 27, 2026 Mizuho DOWNGRADE Neutral Underperform
Mar 25, 2026 Johnson Rice UPGRADE Accumulate Buy
Jan 30, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 5, 2026 Bernstein MAINTAIN Market Perform Market Perform
Dec 12, 2025 Mizuho MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264543056%
May 1, 20264452053%
Apr 1, 20264461053%
Mar 1, 20263461050%
Feb 1, 20263461050%
Jan 1, 20263461050%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

61°
Warm
Bearish Neutral Bullish
14 mentions 4 bullish 0 bearish 12 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 7, 2026258° Warm102
May 7, 2026150° Neutral001
Apr 5, 2026256° Neutral002
Apr 5, 2026156° Neutral001
Mar 20, 2026150° Neutral001
Mar 20, 2026150° Neutral001
Mar 19, 2026160° Warm101
Mar 19, 2026160° Warm101
Mar 5, 2026144° Neutral001
Mar 5, 2026144° Neutral001
Feb 27, 2026156° Neutral001
Feb 26, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 1mo ago
Energy stocks when explosions are reported in Bandar Abbas
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
My portfolio when explosions are reported in Bandar Abbas
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 2mo ago
Kosmos Energy
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 3mo ago
Due Diligence: Kosmos Energy Ltd (KOS)
▲ 1 💬 1 ⚡ 0.0
May 5, 2026
earnings
Kosmos Energy Announces First Quarter 2026 Results
Kosmos Energy First Quarter 2026 Results
May 5, 2026
earnings_calendar
KOS Q1 2026 Earnings Scheduled — 2026-05-05
Apr 24, 2026
short_interest
FTD: KOS — 245,400 shares ($0.7M) failed to deliver
Settlement: 20260424, Price: $2.87, FTD Value: $704,298, KOSMOS ENERGY LTD
Apr 15, 2026
earnings
Kosmos Energy to Host First Quarter 2026 Results and Webcast on May 5, 2026
<p align="left">DALLAS, April 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=ZcoJcGBUqhW_kCjCHlFxpSWg8dGXFuhh5FBZX
Mar 12, 2026
short_interest
FTD: KOS — 432,881 shares ($0.9M) failed to deliver
Settlement: 20260312, Price: $2.01, FTD Value: $870,090.81, KOSMOS ENERGY LTD
Mar 11, 2026
offering
Kosmos Energy Announces Pricing of Public Offering of Common Stock
<p align="start">DALLAS, March 10, 2026 (GLOBE NEWSWIRE) -- Kosmos Energy Ltd. (“Kosmos” or the “Company”) (NYSE/LSE:KOS) announced today the pricin
Mar 10, 2026
offering
Kosmos Energy Announces Launch of Public Offering of Common Stock
<p align="left">DALLAS, March 10, 2026 (GLOBE NEWSWIRE) -- Kosmos Energy Ltd. (“Kosmos” or the “Company”) (NYSE/LSE:KOS) announced today that it has
Mar 3, 2026
short_interest
FTD: KOS — 226,635 shares ($0.5M) failed to deliver
Settlement: 20260303, Price: $2.40, FTD Value: $543,924, KOSMOS ENERGY LTD
Mar 2, 2026
earnings
Kosmos Energy Announces Fourth Quarter And Full Year 2025 Results
Kosmos Energy 4Q25 Earnings
Mar 2, 2026
earnings_calendar
KOS Q4 2025 Earnings After Market Close — 2026-03-02
Feb 11, 2026
short_interest
FTD: KOS — 432,029 shares ($0.7M) failed to deliver
Settlement: 20260211, Price: $1.60, FTD Value: $691,246.4, KOSMOS ENERGY LTD
Feb 4, 2026
short_interest
FTD: KOS — 601,389 shares ($0.8M) failed to deliver
Settlement: 20260204, Price: $1.38, FTD Value: $829,916.82, KOSMOS ENERGY LTD
Feb 2, 2026
short_interest
FTD: KOS — 356,312 shares ($0.6M) failed to deliver
Settlement: 20260202, Price: $1.58, FTD Value: $562,972.96, KOSMOS ENERGY LTD