Kosmos Energy (KOS)
Produces oil and gas from Ghana, Greater Tortue Ahmeyim and the Gulf of America.
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Explores, develops and produces oil and gas through Ghana's Jubilee and TEN fields, Greater Tortue Ahmeyim LNG, and deepwater Gulf of America assets. Current revenue exposure is centered on Ghana and the Gulf after the Equatorial Guinea production sale.
Explores, develops and produces offshore oil and gas through current operating pillars: Ghana's Jubilee and TEN fields, Greater Tortue Ahmeyim across Mauritania and Senegal, and deepwater Gulf of America assets. Ghana remains the largest current producing area, while the Gulf adds a U.S. deepwater platform and GTA brings LNG, condensate and gas exposure.
Built its public identity around basin-opening West African discoveries, then added Gulf production through the Deep Gulf Energy acquisition. Recent portfolio cleanup removed Equatorial Guinea production, leaving exploration licenses there and in Sao Tome and Principe outside the current revenue base.
Revenue depends on hydrocarbon sales volumes and realized oil and gas prices. Execution also depends on offshore project operations, host-country approvals, partners and debt reduction actions tied to asset sales and equity financing.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 21, 2026 | Stephens | Target | Target: — | Target: $2.40 |
| May 27, 2026 | Mizuho Securities | Target | Target: $1.50 | Target: $3 |
| May 27, 2026 | Mizuho | Downgrade | ||
| May 20, 2026 | Goldman Sachs | Target | Target: $2.25 | Target: $2.50 |
| May 11, 2026 | Bernstein | Target | Target: — | Target: $2.40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $125.6M · Total debt $2.76B · Total assets $4.31B · Shareholders' equity $704.9M
- Revenue
- $607.3M
- Operating income
- $272.7M
- Net income
- $184.8M
No dividends on record.
| Institutions | ≈ 90.52% | 439.24M shares | |
|---|---|---|---|
| 281 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.81% | 8.80M shares | |
| 10 holders · as of Jul 6, 2026 | |||
| Other | ≈ 7.67% | 37.23M shares | |
| remainder | |||
485.27M company shares as of Sep 8, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (595.49M in the company's Sep 22, 2026 report, 485.27M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.54% | 56.02M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.07% | 29.45M | as of Jun 30, 2026 |
New World Fund, Inc.Institution | 5.80% | 28.14M | filed Feb 14, 2018 |
Two Sigma Investments, LPInstitution | 5.23% | 25.40M | as of Jun 30, 2026 |
cobas asset management, sgiic, s.a.Institution | 5.11% | 24.78M | filed Apr 23, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 2, 2026 | Ronald W. Glass | officer: VP & Chief Accounting Officer | −12,128 | $2.05 |
| Jul 2, 2026 | Josh R. Marion | officer: SVP and General Counsel | −24,969 | $2.05 |
| Jul 2, 2026 | Nealesh D. Shah | officer: SVP and CFO | −45,980 | $2.05 |
| Jul 2, 2026 | Andrew G. Inglis | director, officer: Chairman and CEO | −85,935 | $2.05 |
| May 28, 2026 | Roy A. Franklin | director | −43,466 | $2.73 |
- BP (ADR)
GTA operator and larger deepwater gas/LNG benchmark
- Occidental Petroleum
Tiberius partner and Gulf of America upstream rival
- Shell (ADR)
Gulf alliance partner and larger deepwater/LNG benchmark
- Murphy Oil
Independent Gulf operator competing for offshore cash flow
- Talos Energy
Gulf independent peer with concentrated offshore overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kosmos Energy | $2.57 | −2.29% | $1.28B | — | 6.2 | 0.8 | +56.8% |
| BP (ADR) | $43.21 | +0.10% | $113.19B | 21.6 | 7.9 | 0.5 | +46.5% |
| Occidental Petroleum | $56.68 | −0.99% | $56.94B | 8.8 | 12.1 | 2.3 | +25.7% |
| Shell (ADR) | $93.86 | +0.63% | $260.05B | 10.3 | 9.0 | 0.9 | +44.7% |
| Murphy Oil | $35.65 | −1.46% | $5.19B | 17.9 | 12.7 | 1.7 | +35.9% |
| Talos Energy | $16.37 | −0.30% | $2.74B | — | 14.2 | 1.4 | +56.5% |
| Median | 14.1 | 12.1 | 1.4 | +44.7% |