Wellington Management Group LLP Buys Shares of 171,853 York Space Systems Inc. $YSS

Wellington Management Group LLP bought a new position in York Space Systems Inc. (NYSE:YSS) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 171,853 shares of the company’s stock, valued at approximately $4,231,000. Wellington Management Group LLP owned about 0.13% of York Space Systems as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in YSS. Persistent Asset Partners Ltd bought a new position in shares of York Space Systems in the 2nd quarter worth approximately $53,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in York Space Systems during the second quarter valued at approximately $1,162,000. Deutsche Bank AG raised its position in York Space Systems by 66.6% in the second quarter. Deutsche Bank AG now owns 19,019 shares of the company’s stock worth $468,000 after acquiring an additional 7,603 shares during the period. BlackRock Inc. boosted its stake in shares of York Space Systems by 1.1% during the 2nd quarter. BlackRock Inc. now owns 19,212,689 shares of the company’s stock worth $473,016,000 after acquiring an additional 200,250 shares during the last quarter. Finally, The Manufacturers Life Insurance Company bought a new stake in shares of York Space Systems during the 2nd quarter valued at $350,000.

Insider Activity at York Space Systems

In other news, major shareholder Blackrock Portfolio Management sold 201,504 shares of the stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $11.60, for a total transaction of $2,337,446.40. Following the completion of the transaction, the insider directly owned 16,717,285 shares in the company, valued at approximately $193,920,506. This represents a 1.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last ninety days, insiders sold 655,215 shares of company stock worth $8,390,822.

Wall Street Analyst Weigh In

Several analysts have issued reports on YSS shares. Craig Hallum initiated coverage on York Space Systems in a report on Wednesday, August 26th. They set a “hold” rating and a $11.00 price target for the company. Weiss Ratings reaffirmed a “sell (d)” rating on shares of York Space Systems in a research report on Wednesday, August 12th. Wall Street Zen lowered shares of York Space Systems from a “hold” rating to a “sell” rating in a report on Wednesday, August 5th. Canaccord Genuity Group restated a “hold” rating and set a $13.50 target price (down from $36.00) on shares of York Space Systems in a research note on Monday, August 17th. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $17.00 price target (down from $38.00) on shares of York Space Systems in a report on Monday, August 17th. Five equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $19.41.

York Space Systems News Summary

Here are the key news stories impacting York Space Systems this week:

• Negative Sentiment: Multiple law firms announced or promoted a class action against York and certain executives. The lawsuits cover investors who bought shares in the January 2026 IPO and/or securities between January 29 and May 11, 2026. The firms allege York made misleading statements about its satellite platform, program execution, and contract outlook. Robbins LLP investigation
• Negative Sentiment: One investor notice alleges York launched Tranche 1 spacecraft before mission and payload software was complete, requiring software debugging in orbit. It further claims the resulting operational problems preceded the loss of a customer responsible for approximately 96% of company revenue, raising substantial concerns about execution and revenue concentration. Levi & Korsinsky shareholder alert
• Negative Sentiment: Another notice says York had represented that it held an incumbent position for SDA Tranches 3 and 4, but the Pentagon later halted Tranche 3 funding. The notices link those developments to a sharp prior decline in the stock, reinforcing investor concerns about contract durability and future growth. SueWallSt shareholder notice
• Neutral Sentiment: Investors who purchased qualifying securities have until October 30, 2026 to seek appointment as lead plaintiff. The deadline is a procedural development and does not represent a finding that York violated securities laws; the allegations remain unproven.

York Space Systems Trading Down 9.4%

Shares of York Space Systems stock opened at $8.10 on Thursday. York Space Systems Inc. has a twelve month low of $8.05 and a twelve month high of $44.54. The company has a quick ratio of 5.05, a current ratio of 5.34 and a debt-to-equity ratio of 0.08. The business has a 50-day moving average price of $14.19 and a 200-day moving average price of $23.31. The firm has a market cap of $1.11 billion and a price-to-earnings ratio of -13.72.

York Space Systems (NYSE:YSS) last posted its earnings results on Thursday, August 13th. The company reported ($0.31) EPS for the quarter, missing analysts’ consensus estimates of ($0.19) by ($0.12). The company had revenue of $92.55 million during the quarter. Equities research analysts anticipate that York Space Systems Inc. will post -1.73 EPS for the current fiscal year.

York Space Systems Profile

York Space Systems is a leading, U.S.-based, space and defense prime(1) providing a comprehensive suite of mission-critical solutions for national security, government and commercial customers. York is one of the only space and defense primes with proprietary hardware and software capabilities designed to address customers’ complex mission requirements across the critical elements of the entire space ecosystem throughout the mission lifecycle. York is the number one provider to the U.S. Department of Defense’s (“DoD”) Proliferated Warfighter Space Architecture (“PWSA”) by number of spacecraft operating in-orbit, by number of contracts, and by variety of contract types as of September 2025.