171,853 Shares in York Space Systems Inc. $YSS Purchased by Wellington Management Group LLP

Wellington Management Group LLP acquired a new position in shares of York Space Systems Inc. (NYSE:YSS) during the 2nd quarter, Holdings Channel reports. The fund acquired 171,853 shares of the company’s stock, valued at approximately $4,231,000.

Several other institutional investors have also modified their holdings of YSS. Denver PWM LLC purchased a new position in York Space Systems during the second quarter worth $164,000. Public Employees Retirement System of Ohio boosted its stake in shares of York Space Systems by 280.4% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 45,730 shares of the company’s stock worth $1,126,000 after purchasing an additional 33,707 shares during the period. Bank of America Corp DE grew its holdings in York Space Systems by 234.2% during the 2nd quarter. Bank of America Corp DE now owns 370,425 shares of the company’s stock valued at $9,120,000 after purchasing an additional 259,577 shares during the last quarter. The Manufacturers Life Insurance Company purchased a new stake in York Space Systems in the 2nd quarter worth about $350,000. Finally, BlackRock Inc. raised its position in York Space Systems by 1.1% in the 2nd quarter. BlackRock Inc. now owns 19,212,689 shares of the company’s stock worth $473,016,000 after purchasing an additional 200,250 shares during the period.

Key York Space Systems News

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 Price Performance

Shares of YSS 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 current ratio of 5.34, a quick ratio of 5.05 and a debt-to-equity ratio of 0.08. The stock has a fifty day simple moving average of $14.19 and a two-hundred day simple moving average of $23.31. The stock has a market capitalization of $1.11 billion and a price-to-earnings ratio of -13.72.

York Space Systems (NYSE:YSS) last released its quarterly earnings data on Thursday, August 13th. The company reported ($0.31) earnings per share for the quarter, missing the consensus estimate of ($0.19) by ($0.12). The company had revenue of $92.55 million during the quarter. On average, analysts predict that York Space Systems Inc. will post -1.73 EPS for the current fiscal year.

Insider Transactions at York Space Systems

In related news, major shareholder Blackrock Portfolio Management sold 201,504 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $11.60, for a total value of $2,337,446.40. Following the completion of the transaction, the insider owned 16,717,285 shares of the company’s stock, valued at $193,920,506. The trade was a 1.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold 655,215 shares of company stock worth $8,390,822 over the last 90 days.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on YSS shares. Canaccord Genuity Group reaffirmed 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. 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 objective for the company. Wells Fargo & Company cut their price objective on York Space Systems from $35.00 to $17.00 and set an “overweight” rating on the stock in a research report on Monday, August 31st. Weiss Ratings reiterated a “sell (d)” rating on shares of York Space Systems in a research note on Wednesday, August 12th. Finally, Truist Financial decreased their target price on York Space Systems from $26.00 to $14.00 and set a “hold” rating for the company in a research report on Thursday, August 20th. Five research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $19.41.

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.