KOS at a glance
Kosmos Energy Ltd. (KOS, SEC CIK 1509991) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as July 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Kosmos Energy Ltd. (KOS) reported revenue of $1.3 billion (down 23.1% from FY2024) and a net loss of $699.8 million. Diluted EPS was -$1.47.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Kosmos Energy Ltd. (KOS) shares worth $484.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Marion Josh R. on July 2, 2026 of 24,969 shares at $2.05 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.3B
- −23.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $484.2M · +1 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Exploration, development, and production of oil, natural gas, and LNG
- No new products or business segments introduced or emphasized in 2026 filing
- Increased regulatory compliance focus due to global anti-corruption laws and rising derivatives market regulations affecting hedging costs
- Operational risks highlighted include employee retention and exposure to global activism potentially increasing costs and taxation
- Noteworthy emphasis on risks from U.S. Foreign Corrupt Practices Act and evolving Commodity Futures Trading Commission rules impacting derivatives use and cost structure
Risk Factors
- Regulatory risk from Ghana license extension: Government share to increase by 10% starting July 2036, reducing partners’ shares pro rata
- Geopolitical risk in Equatorial Guinea: Ceiba and Okume asset sale for $180M upfront pending CEMAC approval delays
- Operational risk at Gulf of America Winterfell: Winterfell-4 well abandoned due to casing collapse, production remains curtailed since late 2024
- Competitive risk from alliance with Shell in Gulf of America: Alignment on 10 blocks with Shell, drilling Trailblazer planned for 2027
- Financial risk from leverage: $250M term loan secured by Gulf of America assets with principal payments starting June 30, 2026
Management Discussion & Analysis
- Revenue $1.29B in 2025, down $387M YoY from $1.68B in 2024, due to lower prices, offset by LNG ramp-up in Mauritania/Senegal
- Net loss of $700M in 2025 vs. net income $190M in 2024; oil and gas production costs increased to $709M in 2025 from $531M; depletion & amortization $557M vs. $457M
- Best segment: Mauritania/Senegal with LNG ramp-up increasing sales volumes; worst: Jubilee and Equatorial Guinea with lower volumes and negative reserve impairments of $177.6M
- Operating cash flow $134M in 2025, down from $678M; capex $314M in 2025 vs. $934M in 2024; debt increased to $3.1B with new $350M Nordic bonds in 2026 and $100M early Facility repayment
- 2026 capital budget $350M focused on Ghana, GoA, Mauritania/Senegal development; amended debt covenants easing leverage ratios through Sept 2026; commodity price volatility and LNG ramp risks noted
AI summary of the KOS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $607.3M, up $214.6M YoY from $392.6M
- Net income $184.8M vs $87.7M loss YoY
- Best performer Ghana: 105,700 Boepd gross; GTA 64,300 Boepd gross
- Operating cash flow $281.6M vs $126.3M YoY
- 2026 capital budget around $350M; oil-price volatility and macroeconomic uncertainty remain headwinds
Risk Factors
- No risk-factors section provided in submitted filing text
- Insider trading-plan risk: Sir John Grant terminated an unused Rule 10b5-1 plan covering 43,466 shares
- Compliance disclosure: Rule 10b5-1 arrangement termination reported for the three months ended June 30, 2026
- No liquidity, debt maturity, currency, operational, competitive, or regulatory risks disclosed in provided text
AI summary of the KOS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- $25 million partial redemption of 7.750% senior notes due 2027 scheduled for September 30, 2026
- Debt reduction lowers future interest expense on the redeemed notes
Item 7.01: Regulation FD Disclosure
- Planned redemption of $25 million principal of 7.750% senior notes due 2027
- Expected redemption date: September 18, 2026
Item 7.01: Regulation FD Disclosure
- Q2 2026 results released August 3, 2026, covering the quarter ended June 30, 2026
- Exhibit 99.1 contains the substantive financial and operating results for investor review
Item 2.02: Results of Operations and Financial Condition
- Kosmos announced results for quarter ended June 30, 2026
- Exhibit 99.1 contains the substantive financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue $607M and net income $185M, reversing a $88M loss; adjusted net income $68M, or $0.11 per diluted share
- Production 71,400 boepd, up 12% YoY, while production costs fell 25% to $25.61 per boe
AI summaries of KOS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KOS
Don't miss the next KOS filing
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- Fund moves. Which tracked funds opened, added or cut KOS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Marion Josh R. | Sell | Jul 2, 2026 | 24,969 | $2.05 |
| INGLIS ANDREW G | Sell | Jul 2, 2026 | 85,935 | $2.05 |
| INGLIS ANDREW G | Sell | Jul 2, 2026 | 85,935 | $2.05 |
| Glass Ronald W. | Sell | Jul 2, 2026 | 12,128 | $2.05 |
| Shah Nealesh D. | Sell | Jul 2, 2026 | 45,980 | $2.05 |
| Shah Nealesh D. | A | Jul 1, 2026 | 118,329 | - |
| INGLIS ANDREW G | A | Jul 1, 2026 | 221,171 | - |
| Glass Ronald W. | A | Jul 1, 2026 | 31,196 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $1.7B | $1.7B | $1.3B | |
| Net Income | $213.5M | $189.9M | -$699.8M | |
| Net Margin | 12.5% | 11.3% | -54.3% | |
| Balance Sheet | ||||
| Total Assets | $4.9B | $5.3B | $4.7B | |
| Equity | $1.0B | $1.2B | $528.6M | |
| ROE | 20.7% | 15.8% | -132.4% | |
| Per Share | ||||
| EPS | $0.44 | $0.40 | $-1.47 | |
| Cash Flow | ||||
| Operating CF | $765.2M | $678.2M | $134.0M | |
Source: XBRL data in Kosmos Energy Ltd. (KOS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KOS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $484.2M |
| Q1 2026 | 30 | $568.2M |
| Q4 2025 | 28 | $136.6M |
| Q3 2025 | 29 | $308.4M |
| Q2 2025 | 27 | $303.3M |
| Q1 2025 | 26 | $256.1M |
| Q4 2024 | 19 | $266.2M |
| Q3 2024 | 17 | $221.4M |
- BlackRock+8.56M (+18%)
- Two Sigma Investments+6.72M (+36%)
- D.E. Shaw & Co+4.15M (+20%)
- Vanguard Portfolio Management LLC+3.38M (+39%)
- AQR Capital Management+2.80M (+216%)
- Millennium Management−5.20M (-41%)
- Citadel Advisors LLC−4.26M (-96%)
- Bank of America Corp−2.61M (-47%)
- JPMorgan Chase & Co−2.16M (-85%)
- Goldman Sachs Group−729.7K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KOS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Mar 12, 2026 | - | - | - |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 4 | Mar 12, 2026 | - | - | - |
| 4 | Mar 12, 2026 | - | - | - |
| 4 | Mar 12, 2026 | - | - | - |
| 10-K | Mar 2, 2026 | Dec 31, 2025 | Analysis |
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KOS SEC filings: frequently asked questions
Which institutions hold KOS stock?
As of June 30, 2026, the largest Kosmos Energy Ltd. (KOS) holders among the 13F filers tracked by SignalX were BlackRock ($118.2 million), State Street Corp ($62.1 million), Two Sigma Investments ($53.6 million), D.E. Shaw & Co ($51.8 million), Vanguard Portfolio Management LLC ($25.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KOS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Kosmos Energy Ltd. (KOS) reported revenue of $1.3 billion (down 23.1% from FY2024) and a net loss of $699.8 million. Diluted EPS was -$1.47. The figures come from the XBRL data in the 10-K.
What are the main risks in KOS's latest 10-K?
In the 10-K filed March 2, 2026, Kosmos Energy Ltd. (KOS) flagged: Regulatory risk from Ghana license extension: Government share to increase by 10% starting July 2036, reducing partners’ shares pro rata. Geopolitical risk in Equatorial Guinea: Ceiba and Okume asset sale for $180M upfront pending CEMAC approval delays. (AI summary of the Risk Factors section.)
What did KOS report in its latest 8-K?
Kosmos Energy Ltd. (KOS) filed an 8-K on September 21, 2026 reporting Item 7.01 (Regulation FD Disclosure). $25 million partial redemption of 7.750% senior notes due 2027 scheduled for September 30, 2026.
What are the latest KOS SEC filings?
Kosmos Energy Ltd. (KOS) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on July 6, 2026.
What is KOS's SEC CIK number?
Kosmos Energy Ltd. (KOS)'s SEC Central Index Key (CIK) is 1509991. EDGAR lists every KOS filing under that number.
Ask anything about KOS
The research agent reads KOS's filings, financials, insider trades and 13F holders, then answers with sources.