TLS

TELOS CORP

Nasdaq · Services-Computer Integrated Systems Design · Inc. MD · CIK 0000320121
$4.57 +0.88% $341.9M
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)13 New Institutional Positions7 Institutional Exits
Vol
Market Cap$341.9M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders50 funds
Inst. Value$131.0M
Inst. Activity13 buys / 7 sells
Insider Activity0B / 5S
Insider Net $-$538.1K
SEC Reports6
Press Releases2
Exchange Nasdaq·Sector Services-Computer Integrated Systems Design·Inc. MD·CIK 0000320121·Prev Close $4.53

Recent Activity

Jun 12, 2026 SEC
Significant net institutional selling in TLS during 2024-Q3, with 5 funds reducing holdings by $4.11M vs 4 buyers adding
INST-CLUSTER — Impact 6/10
Jun 11, 2026 SEC
TLS saw significant institutional accumulation in Q3 2025, with 6 major funds adding $19.3M net while only one passive s
INST-CLUSTER — Impact 5/10
May 28, 2026 Insider
Dockery Derrick D. sold 8,000 shares
Director @ $4.78 ($38.2K)
May 26, 2026 Insider
Terreri Donald Joseph was granted 13,288 shares
Controller, Chief Acct Officer
May 26, 2026 Insider
Bendza Gary Mark was granted 123,477 shares
EVP, CFO
May 11, 2026 SEC
Q1 2026 earnings: revenue $47.7M (+56% YoY), GAAP net income $2.0M (vs -$8.6M loss), adjusted EPS $0.06 vs consensus -$0
8-K — Impact 7/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
1,118,914 shares ($4.7M)
Inst.
Nuveen, LLC — DOUBLED
489,342 shares ($2.1M)

Price Targets

$6.83 +49.5% upside Strong Buy
Current $4.57 Low $4.00 Median $7.00 High $9.00 6 analysts
$4.00 $9.00

Analyst Ratings

Buy70% buy · 10 analysts
2Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 18, 2026 Wedbush MAINTAIN Outperform → Outperform
Mar 17, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
Mar 17, 2026 Wedbush MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.02 $0.02 — $0.02 167% YoY 5
Next Q $0.03 $0.02 — $0.04 -67% YoY 5
Current FY $0.13 $0.12 — $0.13 40% YoY 5
Next FY $0.26 $0.17 — $0.46 106% YoY 5

Top Institutional Holders

FundValueMove
ROYAL BANK OF CANADA
BARCLAYS PLC$39.7M
BlackRock, Inc.$15.9M
VANGUARD CAPITAL MANAGEMENT LLC$9.5M
MIRAE ASSET GLOBAL ETFS$9.5MNEAR_EXIT

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Dockery DerrickSELL$38.2K
May 26, 2026Terreri DonaldA$0.00
May 26, 2026Bendza GaryA$0.00
May 26, 2026Bendza GaryA$0.00
May 26, 2026Wood JohnA$0.00
50 institutional holders with $131.0M total value (31,264,616 shares) as of 2026-Q1. Top holders: ROYAL, BARCLAYS, BlackRock,. Net buying activity: 13 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ROYAL BANK OF CANADA41$0.000.0%
2BARCLAYS PLC9,463,254$39.7M30.3%
3BlackRock, Inc.3,785,599$15.9M12.1%
4VANGUARD CAPITAL MANAGEMENT LLC2,277,519$9.5M7.3%
5MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,263,481$9.5M7.2%NEAR_EXIT -78.8%
6D. E. Shaw & Co., Inc.2,051,316$8.6M6.6%ADD +59.7%
7TWO SIGMA INVESTMENTS, LP1,351,575$5.7M4.3%ADD +38.7%
8DIMENSIONAL FUND ADVISORS LP1,293,134$5.4M4.1%
9RENAISSANCE TECHNOLOGIES LLC1,118,914$4.7M3.6%ADD +29.7%
10STATE STREET CORP1,046,270$4.4M3.3%
11GOLDMAN SACHS GROUP INC670,555$2.8M2.1%
12Nuveen, LLC489,342$2.1M1.6%DOUBLED +131.8%
13PEAK6 LLC473,900$2.0M1.5%
14VANGUARD PORTFOLIO MANAGEMENT LLC460,284$1.9M1.5%
15LAZARD ASSET MANAGEMENT LLC432,783$1.8M1.4%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC419,389$1.8M1.3%
17VANGUARD FIDUCIARY TRUST CO341,451$1.4M1.1%
18Point72 Asset Management, L.P.326,190$1.4M1.0%DOUBLED +155.1%
19Trexquant Investment LP304,835$1.3M1.0%TRIM -49.0%
20PRUDENTIAL FINANCIAL INC272,980$1.1M0.9%TRIM -57.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCADD862,9001,118,914+29.7%$4.7M2026-Q1
Nuveen, LLCDOUBLED211,142489,342+131.8%$2.1M2026-Q1
Point72 Asset Management, L.P.DOUBLED127,891326,190+155.1%$1.4M2026-Q1
Trexquant Investment LPTRIM597,345304,835-49.0%$1.3M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM642,980272,980-57.5%$1.1M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM450,882165,970-63.2%$695.4K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD83,642137,277+64.1%$575.2K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD77,161107,561+39.4%$450.7K2026-Q1
ExodusPoint Capital Management, LPADD50,99572,784+42.7%$305.0K2026-Q1
STIFEL FINANCIAL CORPADD38,25267,986+77.7%$284.9K2026-Q1
Mariner, LLCDOUBLED14,50152,921+264.9%$221.7K2026-Q1
CWM, LLCDOUBLED7,44836,729+393.1%$153.9K2026-Q1
Independent Advisor AllianceADD18,84128,339+50.4%$118.7K2026-Q1
MARSHALL WACE, LLPNEAR_EXIT566,49820,047-96.5%$84.0K2026-Q1
MetLife Investment Management, LLCTRIM26,43219,190-27.4%$80.4K2026-Q1
FMR LLCADD7,08211,869+67.6%$49.7K2026-Q1
Brevan Howard Capital Management LPNEAR_EXIT76,27910,762-85.9%$45.1K2026-Q1
Rockefeller Capital Management L.P.DOUBLED1,0225,091+398.1%$21.3K2026-Q1
Allworth Financial LPDOUBLED1271,537+1110.2%$6.4K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.TRIM7625-67.1%$105.002026-Q1
D. E. Shaw & Co., Inc.ADD1,024,5811,636,660+59.7%$8.3M2025-Q4
TWO SIGMA INVESTMENTS, LPADD908,5651,260,044+38.7%$6.4M2025-Q4
Trexquant Investment LPDOUBLED187,686597,345+218.3%$3.0M2025-Q4
MARSHALL WACE, LLPTRIM911,148566,498-37.8%$2.9M2025-Q4
Nuveen, LLCADD139,402211,142+51.5%$1.1M2025-Q4
13 unique insiders with 50 transactions. Net insider value: -$538.1K ($0.00 bought, $538.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Dockery Derrick D.DirectorSELL8,000$4.78$38.2K
May 26, 2026Terreri Donald JosephController, Chief Acct OfficerAWARD13,288
May 26, 2026Bendza Gary MarkEVP, CFOAWARD123,477
May 26, 2026Bendza Gary MarkEVP, CFOAWARD185,216
May 26, 2026Wood John BChairman and CEOAWARD362,734
May 26, 2026Griffin Mark DEVP, Security SolutionsAWARD160,145
May 26, 2026Wood John BChairman and CEOAWARD544,101
May 26, 2026Robbins Edward Hutchinson Jr.EVP, General CounselAWARD92,225
May 26, 2026Robbins Edward Hutchinson Jr.EVP, General CounselAWARD138,337
May 26, 2026Hill Donna K.VP, Human ResourcesAWARD33,001
May 26, 2026Hill Donna K.VP, Human ResourcesAWARD12,942
May 26, 2026Griffin Mark DEVP, Security SolutionsAWARD106,763
May 26, 2026Schaufeld FredrickDirectorAWARD34,091
May 26, 2026Maluda John WDirectorAWARD34,091
May 26, 2026Borland DavidDirectorAWARD34,091
May 26, 2026Carroll Bonnie LynnDirectorAWARD34,091
May 26, 2026Dockery Derrick D.DirectorAWARD34,091
May 26, 2026Jacobs Bradley W.DirectorAWARD34,091
May 16, 2026Cooke Malcolm G.VP, Chief Info Tech OfficerTAX W/H2,548$4.20$10.7K
May 16, 2026Hill Donna K.VP, Human ResourcesTAX W/H2,310$4.20$9.7K
May 16, 2026Griffin Mark DEVP, Security SolutionsTAX W/H77,097$4.20$323.8K
May 16, 2026Bendza Gary MarkEVP, CFOTAX W/H98,019$4.20$411.7K
May 16, 2026Robbins Edward Hutchinson Jr.EVP, General CounselTAX W/H59,675$4.20$250.6K
May 14, 2026Dockery Derrick D.DirectorSELL18,000$4.14$74.5K
Mar 19, 2026Dockery Derrick D.DirectorSELL4,100$4.18$17.1K
Mar 19, 2026Hill Donna K.VP, Human ResourcesTAX W/H12,210$4.27$52.1K
Mar 19, 2026Robbins Edward Hutchinson Jr.EVP, General CounselTAX W/H50,529$4.27$215.8K
Mar 19, 2026Bendza Gary MarkEVP, CFOTAX W/H49,477$4.27$211.3K
Mar 19, 2026Griffin Mark DEVP, Security SolutionsTAX W/H51,286$4.27$219.0K
Mar 19, 2026Wood John BChairman and CEOTAX W/H96,539$4.27$412.2K
Mar 19, 2026Terreri Donald JosephController, Chief Acct OfficerTAX W/H12,587$4.27$53.7K
Mar 19, 2026Cooke Malcolm G.VP, Chief Info Tech OfficerTAX W/H13,069$4.27$55.8K
Mar 18, 2026Cooke Malcolm G.VP, Chief Info Tech OfficerAWARD42,811
Mar 18, 2026Robbins Edward Hutchinson Jr.EVP, General CounselAWARD103,014
Mar 18, 2026Wood John BChairman and CEOAWARD214,054
Mar 18, 2026Hill Donna K.VP, Human ResourcesAWARD39,243
Mar 18, 2026Bendza Gary MarkEVP, CFOAWARD109,703
Mar 18, 2026Griffin Mark DEVP, Security SolutionsAWARD113,716
Mar 18, 2026Terreri Donald JosephController, Chief Acct OfficerAWARD24,973
Mar 18, 2026Robbins Edward Hutchinson Jr.EVP, General CounselSELL64,527$4.02$259.4K
Mar 17, 2026Robbins Edward Hutchinson Jr.EVP, General CounselSELL37,096$4.01$148.8K
Feb 2, 2026Hill Donna K.VP, Human ResourcesAWARD17,051
Feb 2, 2026Hill Donna K.VP, Human ResourcesTAX W/H6,037$5.53$33.4K
Feb 2, 2026Robbins Edward Hutchinson Jr.EVP, General CounselTAX W/H134,042$5.53$741.3K
Feb 2, 2026Griffin Mark DEVP, Security SolutionsAWARD379,920
Feb 2, 2026Griffin Mark DEVP, Security SolutionsTAX W/H172,756$5.53$955.3K
Feb 2, 2026Cooke Malcolm G.VP, Chief Info Tech OfficerAWARD18,806
Feb 2, 2026Cooke Malcolm G.VP, Chief Info Tech OfficerTAX W/H6,658$5.53$36.8K
Feb 2, 2026Robbins Edward Hutchinson Jr.EVP, General CounselAWARD270,386
Feb 2, 2026Wood John BChairman and CEOAWARD967,256
Current analyst consensus: Buy (70% buy). Based on 10 analysts: 2 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$6.83 mean target +49.5% upside Strong Buy (1.83)
$4.00 Low $9.00 High
MetricValue
Current Price$4.57
Target Low$4.00
Target Mean$6.83
Target Median$7.00
Target High$9.00
# Analysts6
RecommendationStrong Buy (1.83)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.02 $0.02 $0.02 166.7% 2↑ 0↓ $0.0B 25.3% 5
Next Q
2026-09-30
$0.03 $0.02 $0.04 -66.7% 0↑ 2↓ $0.1B 0.1% 5
Current FY
2026-12-31
$0.13 $0.12 $0.13 40.0% 1↑ 0↓ $0.2B 17.7% 5
Next FY
2027-12-31
$0.26 $0.17 $0.46 106.3% 2↑ 0↓ $0.2B 15.2% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.020
7d ago$0.020
30d ago$0.000+0.020
60d ago$0.013+0.007
90d ago$0.010+0.010
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 18, 2026 Wedbush MAINTAIN Outperform Outperform
Mar 17, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 17, 2026 Wedbush MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262530070%
May 1, 20262430067%
Apr 1, 20262430067%
Mar 1, 20262430067%
Feb 1, 20262430067%
Jan 1, 20262430067%
Strong BuyBuyHoldSellStrong Sell

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

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 11, 2026
earnings
Telos Corporation Announces First Quarter 2026 Earnings
<p>ASHBURN, Va., May 11, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=df_aTx6o3V3Ke4A7dx_9Pb4U7RPx-b7d8ntWh6g2j03K2Z
May 11, 2026
earnings_calendar
TLS Q1 2026 Earnings Scheduled — 2026-05-11
May 11, 2026
short_volume
Short Volume: TLS — 57.3% short (0.3M / 0.5M)
Short: 301,424 | Exempt: 4,808 | TRF Vol: 526,300 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 7, 2026
other
Telos Corporation to Participate in Upcoming Investor Conferences
<p>ASHBURN, Va., May 07, 2026 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security soluti
Apr 30, 2026
other
Young Travelers Can Save $20 on TSA PreCheck Enrollment Starting May 1
Limited-time offer helps travelers 30 and under enroll ahead of peak summer travel <pre>Limited-time offer helps travelers 30 and under enroll ahead o
Apr 27, 2026
earnings
Telos Corporation to Announce First Quarter 2026 Financial Results on May 11, 2026
<p>ASHBURN, Va., April 27, 2026 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solu
Apr 22, 2026
other
Telos Expands TSA PreCheck Enrollment with New Location at Elko Regional Airport
New enrollment center brings convenient TSA PreCheck access to travelers across northeastern Nevada <pre>New enrollment center brings convenient TSA P
Apr 15, 2026
other
Telos, University of Central Florida Launch TSA PreCheck Enrollment on Campus
New on-campus enrollment location at one of the nation’s largest universities expands convenient access for more than 70,000 students, 13,000 faculty
Apr 9, 2026
other
Telos Corporation’s Xacta Platform Achieves Full FedRAMP High Authorization with Addition of Xacta.io and Xacta.ai
Full Xacta platform now FedRAMP High authorized, expanding AI-driven compliance and risk management capabilities for mission-critical environments <pr
Mar 16, 2026
earnings
Telos Corporation Announces Fourth Quarter and Full Year 2025 Earnings
<p>ASHBURN, Va., March 16, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=y9kupP2KUB9eJ5bUNrRs7ZYbEKW3X4Ss4Bkjh7Lh-EDg
Mar 16, 2026
earnings_calendar
TLS Q4 2025 Earnings Before Market Open — 2026-03-16
Mar 9, 2026
earnings_calendar
TLS Q4 2025 Earnings Before Market Open — 2026-03-09
Mar 2, 2026
earnings
Telos Corporation to Announce Fourth Quarter and Full Year 2025 Financial Results on March 16, 2026
<p>ASHBURN, Va., March 02, 2026 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solu