kosmos energy (nyse: kos) is a leading independent oil and gas exploration and production company focused on frontier and emerging areas along the atlantic margin. our assets include existing production and other major development projects offshore ghana, major discoveries offshore mauritania and senegal, as well as exploration licenses with significant hydrocarbon potential offshore mauritania, morocco, senegal, suriname, and western sahara. as an ethical and transparent company, kosmos is committed to doing things the right way. the company’s business principles articulate our commitment to transparency, ethics, human rights, safety and the environment. kosmos was founded in 2003 with the goal of creating value for all our stakeholders, including investors, employees and the governments and citizens of our host countries. we strive to be as good above the ground as we are below it, knowing that corporate responsibility underpins our ability to create lasting value. as such, we are co
Company profile
Ticker
KOS
Exchange
Website
CEO
Andrew Inglis
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Kosmos Energy Delaware Holdings, LLC • Kosmos Energy Holdings • Kosmos Energy LLC • Kosmos Energy • Kosmos Energy Finance International • Kosmos Energy International • Kosmos Energy GOM Holdings, LLC • Houston Energy • Kosmos International • Kosmos Equatorial Guinea, Inc. ...
IRS number
980686001
KOS stock data
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
8 Mar 24
8-K
Kosmos Energy Ltd. Announces Offering Of $300 Million Of Convertible Senior Notes Due 2030
4 Mar 24
10-K
2023 FY
Annual report
26 Feb 24
8-K
Kosmos Energy Announces Fourth Quarter and Full Year 2023 Results
26 Feb 24
10-Q
2023 Q3
Quarterly report
6 Nov 23
8-K
Kosmos Energy Announces Third Quarter 2023 Results
6 Nov 23
8-K
Termination of a Material Definitive Agreement
18 Sep 23
10-Q
2023 Q2
Quarterly report
7 Aug 23
8-K
Kosmos Energy Announces Second Quarter 2023 Results
7 Aug 23
8-K
Departure of Directors or Certain Officers
17 Jul 23
Transcripts
KOS
Earnings call transcript
2023 Q4
26 Feb 24
KOS
Earnings call transcript
2023 Q3
6 Nov 23
KOS
Earnings call transcript
2023 Q2
7 Aug 23
KOS
Earnings call transcript
2023 Q1
9 May 23
KOS
Earnings call transcript
2022 Q4
27 Feb 23
KOS
Earnings call transcript
2022 Q3
8 Nov 22
KOS
Earnings call transcript
2022 Q2
8 Aug 22
KOS
Earnings call transcript
2022 Q1
9 May 22
KOS
Earnings call transcript
2021 Q4
28 Feb 22
KOS
Earnings call transcript
2021 Q3
8 Nov 21
Latest ownership filings
SC 13G/A
BlackRock Inc.
7 Mar 24
SC 13G
Grantham, Mayo, Van Otterloo & Co. LLC
13 Feb 24
SC 13G/A
FMR LLC
9 Feb 24
4
Nealesh D. Shah
7 Feb 24
4
ANDREW G INGLIS
7 Feb 24
4
Ronald W. Glass
7 Feb 24
4
Jason Doughty
7 Feb 24
4
Christopher James Ball
7 Feb 24
144
Notice of proposed sale of securities
6 Feb 24
144
Notice of proposed sale of securities
6 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
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Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 142.16 mm | 142.16 mm | 142.16 mm | 142.16 mm | 142.16 mm | 142.16 mm |
Cash burn (monthly) | (no burn) | 7.48 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 42.05 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 100.10 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 13.4 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
95.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 226 |
Opened positions | 36 |
Closed positions | 46 |
Increased positions | 87 |
Reduced positions | 67 |
13F shares | Current |
---|---|
Total value | 3.50 tn |
Total shares | 452.18 mm |
Total puts | 700.30 k |
Total calls | 906.75 k |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
FMR | 61.42 mm | $502.45 bn |
BLK Blackrock | 43.46 mm | $355.50 bn |
T. Rowe Price | 24.83 mm | $201.13 bn |
Grantham, Mayo, Van Otterloo & Co. | 22.34 mm | $182.73 bn |
Vaughan Nelson Investment Management | 20.96 mm | $169.79 bn |
cobas asset management, sgiic | 20.84 mm | $74.59 mm |
Hotchkis & Wiley Capital Management | 17.44 mm | $142.64 bn |
STT State Street | 16.67 mm | $136.39 bn |
William Blair Investment Management | 12.70 mm | $103.88 bn |
Vanguard | 12.18 mm | $99.59 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
6 Feb 24 | Christopher James Ball | Common Stock | Sell | Dispose S | No | No | 5.6581 | 121,915 | 689.81 k | 1,409,244 |
6 Feb 24 | Glass Ronald W. | Common Stock | Sell | Dispose S | No | No | 5.6581 | 18,693 | 105.77 k | 234,773 |
6 Feb 24 | Jason Doughty | Common Stock | Sell | Dispose S | No | No | 5.6581 | 71,227 | 403.01 k | 1,244,324 |
6 Feb 24 | Inglis Andrew G | Common Stock | Sell | Dispose S | No | No | 5.6581 | 177,430 | 1.00 mm | 3,376,816 |
6 Feb 24 | Nealesh D. Shah | Common Stock | Sell | Dispose S | No | No | 5.6581 | 90,454 | 511.80 k | 1,230,830 |
5 Feb 24 | Christopher James Ball | Common Stock | Sell | Dispose S | No | No | 5.4875 | 125,707 | 689.82 k | 1,531,159 |
5 Feb 24 | Glass Ronald W. | Common Stock | Sell | Dispose S | No | No | 5.4875 | 19,274 | 105.77 k | 253,466 |
5 Feb 24 | Jason Doughty | Common Stock | Sell | Dispose S | No | No | 5.4875 | 73,442 | 403.01 k | 1,315,551 |
5 Feb 24 | Inglis Andrew G | Common Stock | Sell | Dispose S | No | No | 5.4875 | 182,948 | 1.00 mm | 3,554,246 |
5 Feb 24 | Nealesh D. Shah | Common Stock | Sell | Dispose S | No | No | 5.4875 | 93,267 | 511.80 k | 1,321,284 |
News
Kosmos Energy Prices Upsized Offering of $350M 3.125% Convertible Senior Notes Due 2030, up by $50M
6 Mar 24
Kosmos Energy Ltd. Announces Offering Of $300M Of Convertible Senior Notes Due 2030
4 Mar 24
Surgery Partners Posts Weak Sales, Joins Kosmos Energy, Moderna And Other Big Stocks Moving Lower On Monday
26 Feb 24
Kosmos Energy Outperforms Q4 Expectations Amid Production Challenges
26 Feb 24
Earnings Scheduled For February 26, 2024
26 Feb 24
Press releases
Kosmos Energy Ltd. Prices Upsized Offering of $350 Million 3.125% Convertible Senior Notes Due 2030
6 Mar 24
Kosmos Energy Ltd. Announces Offering Of $300 Million Of Convertible Senior Notes Due 2030
4 Mar 24
Kosmos Energy Announces Fourth Quarter and Full Year 2023 Results
26 Feb 24
Kosmos Energy to Host Fourth Quarter 2023 Results and Webcast on February 26, 2024
18 Jan 24