KOS
Kosmos Energy Ltd.
$2.87
-0.69%
$1.7B
No data for this timeframe.
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusBuy (56%)
Inst. Holders50 funds
Inst. Value$807.0M
Inst. Activity26 buys / 5 sells
Insider Activity4B / 11S
Insider Net $$6.3M
Reddit Sentiment61° Warm
SEC Reports7
Press Releases2
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 was granted 62,044 shares
Director @ $2.74 ($170.0K)
May 28, 2026
Insider
Moraeus Hanssen Maria was granted 62,044 shares
Director @ $2.74 ($170.0K)
May 28, 2026
Insider
GOODWIN DEANNA L was granted 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.
STATE STREET CORP — ADD
28,247,797 shares ($78.5M)
Inst.
Grantham, Mayo, Van Otterloo — TRIM
18,307,718 shares ($50.9M)
Price Targets
$3.11
+8.2% upside
Buy
Current $2.87
Low $1.40
Median $3.00
High $5.00
10 analysts
$1.40
$5.00
Analyst Ratings
4Strong Buy
5Buy
4Hold
3Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
NEUTRAL
CLUSTER
2/10
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
May 29, 2026
NEUTRAL
144
2/10
Kosmos Energy director Steven Sterin filed a Form 144 notice of intent to sell 38,636 common shares (approx. $105,476 at
May 27, 2026
BEARISH
Press
6/10
Kosmos Energy announced the pricing of a public offering of 97.5 million shares at $1.90 per share, generating $185.25 m
Mar 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $131.9M | TRIM |
| STATE STREET CORP | $78.5M | ADD |
| D. E. Shaw & | $56.7M | DOUBLED |
| HOTCHKIS & WILEY CAPITAL | $55.7M | — |
| TWO SIGMA INVESTMENTS, LP | $51.9M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | Grant John | A | $170.0K |
| May 28, 2026 | Moraeus Hanssen | A | $170.0K |
| May 28, 2026 | GOODWIN DEANNA | A | $170.0K |
| May 28, 2026 | Franklin Roy | SELL | $118.7K |
| May 28, 2026 | Ogunlesi Adebayo | A | $170.0K |
Reddit Sentiment
61°▲
Warm
Bearish
Neutral
Bullish
50 institutional holders with $807.0M total value (290,045,195 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, D.. Net buying activity: 26 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 47,463,094 | $131.9M | 16.4% | TRIM -32.0% |
| 2 | STATE STREET CORP | 28,247,797 | $78.5M | 9.7% | ADD +38.3% |
| 3 | D. E. Shaw & Co., Inc. | 20,385,745 | $56.7M | 7.0% | DOUBLED +210.5% |
| 4 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 20,051,601 | $55.7M | 6.9% | — |
| 5 | TWO SIGMA INVESTMENTS, LP | 18,680,328 | $51.9M | 6.4% | DOUBLED +123.5% |
| 6 | Grantham, Mayo, Van Otterloo & Co. LLC | 18,307,718 | $50.9M | 6.3% | TRIM -47.4% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14,135,448 | $39.3M | 4.9% | — |
| 8 | Invesco Ltd. | 11,150,239 | $31.0M | 3.8% | DOUBLED +496.0% |
| 9 | GOLDMAN SACHS GROUP INC | 9,261,696 | $25.7M | 3.2% | — |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,619,103 | $24.0M | 3.0% | — |
| 11 | FIRST TRUST ADVISORS LP | 7,694,248 | $21.4M | 2.7% | ADD +66.9% |
| 12 | M&G Plc | 7,031,872 | $21.1M | 2.6% | — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 7,083,075 | $19.7M | 2.4% | — |
| 14 | VANGUARD CAPITAL MANAGEMENT LLC | 6,422,390 | $17.9M | 2.2% | — |
| 15 | Russell Investments Group, Ltd. | 5,857,655 | $16.3M | 2.0% | — |
| 16 | MORGAN STANLEY | 5,837,077 | $16.2M | 2.0% | — |
| 17 | BANK OF AMERICA CORP /DE/ | 5,541,020 | $15.4M | 1.9% | ADD +43.9% |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 5,339,638 | $14.8M | 1.8% | DOUBLED +224.0% |
| 19 | CITADEL ADVISORS LLC | 4,450,077 | $12.4M | 1.5% | — |
| 20 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4,008,525 | $11.1M | 1.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 20,430,076 | 28,247,797 | +38.3% | $78.5M | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | TRIM | 34,804,317 | 18,307,718 | -47.4% | $50.9M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 1,870,906 | 11,150,239 | +496.0% | $31.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 3,851,220 | 5,541,020 | +43.9% | $15.4M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,647,838 | 5,339,638 | +224.0% | $14.8M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 1,358,080 | 3,314,644 | +144.1% | $9.2M | 2026-Q1 |
| NOMURA HOLDINGS INC | DOUBLED | 1,026,002 | 2,354,135 | +129.4% | $6.5M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 621,106 | 1,964,598 | +216.3% | $5.5M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 857,578 | 1,515,992 | +76.8% | $4.2M | 2026-Q1 |
| Rafferty Asset Management, LLC | ADD | 811,006 | 1,347,730 | +66.2% | $3.7M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 233,578 | 358,692 | +53.6% | $997.2K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 411,650 | 294,581 | -28.4% | $817.6K | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 33,272 | 168,691 | +407.0% | $469.0K | 2026-Q1 |
| Amundi | ADD | 78,489 | 154,931 | +97.4% | $430.7K | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 48,660 | 145,620 | +199.3% | $404.8K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 221,621 | 128,919 | -41.8% | $358.4K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 26,103 | 125,172 | +379.5% | $348.0K | 2026-Q1 |
| STIFEL FINANCIAL CORP | TRIM | 247,649 | 115,994 | -53.2% | $322.5K | 2026-Q1 |
| CWM, LLC | DOUBLED | 2,190 | 100,533 | +4490.5% | $279.5K | 2026-Q1 |
| Mariner, LLC | DOUBLED | 17,245 | 100,455 | +482.5% | $279.3K | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 65,850 | 86,684 | +31.6% | $241.0K | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 12,142 | 75,719 | +523.6% | $210.5K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 29,825 | 75,195 | +152.1% | $209.0K | 2026-Q1 |
| FMR LLC | ADD | 34,601 | 54,514 | +57.6% | $151.5K | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 28,601 | 53,939 | +88.6% | $150.0K | 2026-Q1 |
11 unique insiders with 32 transactions. Net insider value: $6.3M ($7.0M bought, $720.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | Grant John Douglas Kelso | Director | AWARD | 62,044 | $2.74 | $170.0K |
| May 28, 2026 | Moraeus Hanssen Maria | Director | AWARD | 62,044 | $2.74 | $170.0K |
| May 28, 2026 | GOODWIN DEANNA L | Director | AWARD | 62,044 | $2.74 | $170.0K |
| May 28, 2026 | Franklin Roy A. | Director | SELL | 43,466 | $2.73 | $118.7K |
| May 28, 2026 | Ogunlesi Adebayo O. | Director | AWARD | 62,044 | $2.74 | $170.0K |
| May 28, 2026 | STICE J MICHAEL | Director | AWARD | 62,044 | $2.74 | $170.0K |
| May 28, 2026 | Franklin Roy A. | Director | AWARD | 62,044 | $2.74 | $170.0K |
| May 28, 2026 | Sterin Steven | Director | AWARD | 62,044 | $2.74 | $170.0K |
| May 27, 2026 | Franklin Roy A. | Director | TAX W/H | 976 | $2.85 | $2.8K |
| May 27, 2026 | Grant John Douglas Kelso | Director | TAX W/H | 735 | $2.85 | $2.1K |
| May 27, 2026 | Sterin Steven | Director | SELL | 38,636 | $2.73 | $105.5K |
| May 27, 2026 | Grant John Douglas Kelso | Director | SELL | 43,466 | $2.73 | $118.7K |
| Mar 10, 2026 | INGLIS ANDREW G | Chairman and CEO | BUY | 315,790 | $1.90 | $600.0K |
| Mar 10, 2026 | Shah Nealesh D. | SVP and CFO | BUY | 157,894 | $1.90 | $300.0K |
| Mar 10, 2026 | Ogunlesi Adebayo O. | Director | BUY | 3,157,895 | $1.90 | $6.0M |
| Mar 10, 2026 | STICE J MICHAEL | Director | BUY | 52,631 | $1.90 | $100.0K |
| Feb 4, 2026 | INGLIS ANDREW G | Chairman and CEO | SELL | 44,628 | $1.42 | $63.4K |
| Feb 4, 2026 | Shah Nealesh D. | SVP and CFO | SELL | 24,690 | $1.42 | $35.1K |
| Feb 4, 2026 | Marion Josh R. | SVP and General Counsel | SELL | 3,284 | $1.42 | $4.7K |
| Feb 4, 2026 | Glass Ronald W. | VP & Chief Accounting Officer | SELL | 3,313 | $1.42 | $4.7K |
| Feb 3, 2026 | Shah Nealesh D. | SVP and CFO | AWARD | 65,567 | — | — |
| Feb 3, 2026 | INGLIS ANDREW G | Chairman and CEO | AWARD | 118,539 | — | — |
| Feb 3, 2026 | INGLIS ANDREW G | Chairman and CEO | SELL | 103,554 | $1.37 | $141.9K |
| Feb 3, 2026 | Shah Nealesh D. | SVP and CFO | SELL | 54,434 | $1.37 | $74.6K |
| Feb 3, 2026 | Marion Josh R. | SVP and General Counsel | AWARD | 7,661 | — | — |
| Feb 3, 2026 | Marion Josh R. | SVP and General Counsel | SELL | 19,656 | $1.37 | $26.9K |
| Feb 3, 2026 | Glass Ronald W. | VP & Chief Accounting Officer | AWARD | 7,732 | — | — |
| Feb 3, 2026 | Glass Ronald W. | VP & Chief Accounting Officer | SELL | 19,285 | $1.37 | $26.4K |
| Jan 31, 2026 | INGLIS ANDREW G | Chairman and CEO | AWARD | 297,660 | — | — |
| Jan 31, 2026 | Shah Nealesh D. | SVP and CFO | AWARD | 163,350 | — | — |
| Jan 31, 2026 | Marion Josh R. | SVP and General Counsel | AWARD | 58,080 | — | — |
| Jan 31, 2026 | Glass Ronald W. | VP & Chief Accounting Officer | AWARD | 55,000 | — | — |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 4 neutral. Avg impact: 4.3/10.
NEUTRAL
CLUSTER
2/10
Two Kosmos Energy directors sold a combined $224K in open-market sales on May 27-28, 2026, at ~$2.73
May 29, 2026
NEUTRAL
144
2/10
Kosmos Energy director Steven Sterin filed a Form 144 notice of intent to sell 38,636 common shares
May 27, 2026
MIXED
8-K
6/10
Kosmos Energy reported Q1 2026 results with record quarterly production of 74,800 boepd (up 25% YoY)
May 5, 2026
BEARISH
PRESS-RELEASE
7/10
Kosmos Energy reported Q1 2026 GAAP EPS of -$0.45, far below the $0.02 consensus, and revenue of $37
May 5, 2026
NEUTRAL
DEFA14A
2/10
Kosmos Energy filed a definitive proxy statement (DEFA14A) for a shareholder vote, which is a routin
Apr 16, 2026
BEARISH
PRESS-RELEASE
6/10
Kosmos Energy announced a schedule for its Q1 2026 earnings release, but disclosed no new financial
Apr 15, 2026
NEUTRAL
8-K
5/10
Kosmos Energy is selling its 40.375% non-operated interest in the Ceiba Field and Okume Complex offs
Feb 25, 2026
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
+8.2% upside
Buy (2.54)
$1.40 Low
$5.00 High
| Metric | Value |
|---|---|
| Current Price | $2.87 |
| Target Low | $1.40 |
| Target Mean | $3.11 |
| Target Median | $3.00 |
| Target High | $5.00 |
| # Analysts | 10 |
| Recommendation | Buy (2.54) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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 |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 5 | 4 | 3 | 0 | 56% | |
| May 1, 2026 | 4 | 4 | 5 | 2 | 0 | 53% | |
| Apr 1, 2026 | 4 | 4 | 6 | 1 | 0 | 53% | |
| Mar 1, 2026 | 3 | 4 | 6 | 1 | 0 | 50% | |
| Feb 1, 2026 | 3 | 4 | 6 | 1 | 0 | 50% | |
| Jan 1, 2026 | 3 | 4 | 6 | 1 | 0 | 50% |
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
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 7, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| May 7, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 5, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
| Apr 5, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 5, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 5, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Feb 27, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Feb 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Kosmos Energy
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3 MONTHS LATER WHAT ARE THE BIGGEST WINNERS FOR SMALL CAP COMPANIES , THOSE ARE A STEP CLOSER TO A LAMBO ?
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Due Diligence: Kosmos Energy Ltd (KOS)
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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