Jana Partners sells $75.45 million in Mercury Systems (MRCY)

Jana Partners Management, LP, a director through deputization of Mercury Systems Inc (NASDAQ:MRCY), sold 1,000,000 shares of common stock on November 6, 2025, at a price of $75.45, for a total transaction value of $75,450,000.

Following the transaction, Jana Partners Management, LP, continues to beneficially own 4,966,675 shares of Mercury Systems Inc through various accounts under its management and control .

The Reporting Person may be deemed to be a director by deputization for purposes of Section 16 under the Securities Exchange Act of 1934 by virtue of the fact that Scott Ostfeld, a Managing Partner and Portfolio Manager of the Reporting Person, currently serves on the board of directors of the Issuer.

JANA Partners Management, LP ("JANA" or the "Reporting Person") is a private money management firm which beneficially owns the securities reported herein through various accounts under its management and control. JANA Partners Management GP, LLC (the "GP") is the general partner of JANA. Barry Rosenstein is the Founder of the GP and JANA. JANA, the GP and Barry Rosenstein disclaim any beneficial ownership of any of the Issuer’s securities reported herein except to the extent of their pecuniary interest therein, if any.

In other recent news, Mercury Systems has reported impressive financial results for the first fiscal quarter of 2026, surpassing analyst expectations. The company achieved an earnings per share (EPS) of $0.26, significantly higher than the projected $0.09, representing an unexpected increase of nearly 189%. Revenue also exceeded forecasts, reaching $225.2 million compared to the anticipated $206.03 million. Following these results, Raymond James raised its price target for Mercury Systems from $80 to $100, maintaining a Strong Buy rating. The firm cited Mercury’s strong performance in revenue, margins, and cash flow as evidence of its fundamental momentum. These developments indicate positive trends for Mercury Systems, according to analyst assessments.

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