Bank of America Corp DE Raises Stake in Kodiak Gas Services, Inc. $KGS

Bank of America Corp DE increased its holdings in Kodiak Gas Services, Inc. (NYSE:KGS) by 16.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,537,818 shares of the company’s stock after buying an additional 219,214 shares during the quarter. Bank of America Corp DE’s holdings in Kodiak Gas Services were worth $89,686,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of KGS. EverSource Wealth Advisors LLC boosted 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 acquiring an additional 1,156 shares during the last quarter. State of Wyoming increased its stake in shares of Kodiak Gas Services by 201.7% in the fourth quarter. State of Wyoming now owns 1,219 shares of the company’s stock worth $46,000 after acquiring an additional 815 shares during the period. PNC Financial Services Group Inc. increased its stake in shares of Kodiak Gas Services by 80.4% in the third quarter. PNC Financial Services Group Inc. now owns 1,449 shares of the company’s stock worth $54,000 after acquiring an additional 646 shares during the period. Uniplan Investment Counsel Inc. purchased a new position in shares of Kodiak Gas Services during the fourth quarter worth $108,000. Finally, Amplify Investments LLC raised its holdings in shares of 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 purchasing an additional 570 shares during the last quarter. 24.95% of the stock is owned by hedge funds and other institutional investors.

Kodiak Gas Services Stock Performance

KGS 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 firm has a fifty day moving average price of $66.13 and a 200 day moving average price of $60.90. Kodiak Gas Services, Inc. has a 1 year low of $30.68 and a 1 year high of $77.68. The stock has a market cap of $5.32 billion, a P/E ratio of 71.30, a P/E/G ratio of 0.88 and a beta of 0.97.

Kodiak Gas Services (NYSE:KGS) last announced its quarterly 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). The firm had revenue of $391.12 million for the quarter, compared to analysts’ expectations of $386.30 million. Kodiak Gas Services had a return on equity of 14.26% and a net margin of 5.77%.The business’s quarterly revenue was up 21.2% on a year-over-year basis. During the same period last year, the company posted $0.43 earnings per share. Equities research analysts anticipate that Kodiak Gas Services, Inc. will post 2.41 earnings per share for the current year.

Kodiak Gas Services Dividend Announcement

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

Insider Activity

In other news, CAO Ewan William Hamilton sold 2,729 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $68.62, for a total transaction of $187,263.98. Following the sale, the chief accounting officer directly owned 31,617 shares of the company’s stock, valued at $2,169,558.54. This represents a 7.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Pedro R. Buhigas sold 4,625 shares of the firm’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $67.78, for a total value of $313,482.50. Following the sale, the insider owned 38,454 shares in the company, valued at $2,606,412.12. This trade represents a 10.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 13,523 shares of company stock worth $921,319. 0.64% of the stock is currently owned by insiders.

Key Headlines Impacting Kodiak Gas Services

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

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on KGS. Wells Fargo & Company started coverage on shares of Kodiak Gas Services in a research report on Wednesday, May 27th. They set an “overweight” rating and a $93.00 target price for the company. The Goldman Sachs Group increased their price target on Kodiak Gas Services from $69.00 to $88.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Barclays decreased their price objective on Kodiak Gas Services from $76.00 to $72.00 and set an “overweight” rating for the company in a report on Wednesday, July 8th. Piper Sandler initiated coverage on Kodiak Gas Services in a research note on Tuesday, July 28th. They issued an “overweight” rating and a $78.00 target price on the stock. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Kodiak Gas Services in a research note on Friday, May 29th. Ten investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Kodiak Gas Services has an average rating of “Moderate Buy” and a consensus price target of $79.33.

About Kodiak Gas Services

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.