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Hensoldt AG Stock: price and insider trades · Germany
No insider purchase over the last 90 days. The latest, by Dörre, Oliver, was filed 29 Jun 2026.
Hensoldt AG: what insiders have been doing
Hensoldt AG, founded in 2017, is a Defense & Aerospace company based in Taufkirchen, Germany. Its directors and officers file their transactions with BaFin. From 18 October 2025 to 18 October 2026, the disclosure feed for Hensoldt AG logged 8 filings by 3 insiders.
Both sides are active: 7 purchases worth €554k and 1 sale worth €947k, from 2 insiders and 1 insider respectively. On balance, insiders were net sellers of €393k. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. The buyers include 2 senior executives. At €947k, the sale published on 18 August 2026 by Winkler, Reiner is the largest of the period (0.010% of market cap).
With 8 filings in twelve months, the company is more active than the median of 5 filings across the 287 companies we follow on the same exchange. Since 2025, the database holds 9 purchases and 1 sale by insiders of the company.
The data flag 3 purchases as part of a group of insiders buying within 30 days of each other. Purchases made close together by different insiders form what is called a cluster. The clock since the last published purchase (29 June 2026) now reads 111 days. The median gap between a trade and its publication by BaFin is 2 days. The regulation allows three business days to notify a trade (MAR article 19).
In the same sector, recent insider purchases at Heico Corp also feature in our signals. Source: insider filings from BaFin. Past trades are no guide to future returns.
Insider Decl.
10
Thresholds
n/a
Buy Volume
€722,860
9 ops. · all time
Sell Volume
€947,079
1 ops. · all time
Who traded when
BuySaleOliver Dörre7 buys
Inka Tews2 buys
Christian Ladurner1 buy
Reiner Winkler1 sale
Since the insiders bought
- +6.5%Entry €70.90 · Close at T+90 €75.48
- +12.3%Entry €67.56 · Close at T+90 €75.86
- +8.3%Entry €88.30 · Close at T+365 €95.64
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Hensoldt AG Buy (bullish), based on 16 analysts. Average price target: €92.06.
Fundamental score
Ranked 16,432 of 23,473 companies
38.3
score / 100
Value34
Quality43
FCF yld2.4%
Earn yld0.9%
EV/EBITDA28.5x
ROE13%
Gross mgn21%
Net mgn3.6%
Debt/EBITDA3.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
€80.78
Analyst consensus
16 analystsBuy
€62.00Target €92.06(+14%)€105.00
Income statement
Revenue€2.5B
Gross profit€524.0M21% margin
EBITDA€414.0M17% margin
Net income€89.0M4.5% margin
Valuation
PER (trailing)73.4x
PER (forward)32.3x
P/Book10.5x
Beta0.49
Balance sheet & cash
Market cap€9.3B
Total debt€1.6B
Free Cash Flow€244.0M
Debt / Equity173%
Profitability & ownership
ROE12.9%
ROA3.1%
% insiders47.9%
% institutions33.2%
Last declaration on 18 August 2026
Declarations10 total
9,999.778 shares@ €94.710.010% mcap100.0% of flowShareXETRAISIN DE000HAG0005BAFIN:40029694-913ceb999c9c
1,000.012 shares@ €63.870.0006% mcap9.8% of flowShareXETRAISIN DE000HAG0005BAFIN:40029694-e1c3a7ff09c4
Canonical exit: 24 Sept 2026 (T+90)
1,500 shares@ €69.500.0010% mcap15.9% of flowShareXETRAISIN DE000HAG0005BAFIN:40029694-9800e3424fd9
Canonical exit: 20 Sept 2026 (T+90)
1,000 shares@ €67.980.0006% mcap10.4% of flowShareBörse StuttgartISIN DE000HAG0005BAFIN:40029694-9ed94c85e24f
Canonical exit: 20 Sept 2026 (T+90)
1,000 shares@ €75.2511.5% of flowShareBörse Frankfurt - Regulierter MarktISIN DE000HAG0005BAFIN:40029694-07475a9bbb9d
Canonical exit: 28 May 2026 (T+90)
2,499.944 shares@ €89.0334.0% of flowShareBörse Frankfurt - Regulierter MarktISIN DE000HAG0005BAFIN:40029694-37505af1368c
Canonical exit: 9 Feb 2026 (T+90)
545 shares@ €87.45100.0% of flowShareTradegate ExchangeISIN DE000HAG0005BAFIN:40029694-ba4601e1940d
Canonical exit: 11 Nov 2025 (T+90)
1,500 shares@ €80.5018.4% of flowShareBörse Frankfurt - Regulierter MarktISIN DE000HAG0005BAFIN:40029694
Canonical exit: 9 Nov 2025 (T+90)
10 of 10 declarations
About Hensoldt AG
Hensoldt AG is a German defence and security technology group listed on Xetra/Frankfurt (DAX/MDAX/SDAX), with headquarters in Germany, in Taufkirchen near Munich. The company has established itself as one of Europe’s leading electronics specialists for defence, with core expertise in sensors, radar, optronics, electronic warfare and avionics. Its business model is anchored in long-cycle institutional programmes, sovereign procurement, and exposure to defence budgets, with Germany remaining its most important domestic market.
Historically, HENSOLDT built its reputation around detection and intelligence systems. Today, it positions itself as a “solutions house” able to develop, integrate, operate and support complex systems across Air, Land, Sea, Space and Cyber. Its main business lines include surveillance and fire-control radars, electro-optical sensors, electronic warfare systems, avionics solutions and related through-life services. Flagship products and programmes include TRML-4D, TRS-4D, Spexer, optronic solutions for land and naval platforms, and software-oriented architectures aligned with the company’s “software-defined defence” strategy.
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From a competitive standpoint, HENSOLDT holds a strong position in selected European defence electronics niches, supported by an installed base, close customer relationships with armed forces, and recognised technological capability. The company is particularly well placed in European air defence, tactical surveillance, counter-drone protection and the digitisation of sensor systems. Its customer base is predominantly sovereign and institutional, which provides visibility but also exposes the business to tender cycles, public spending patterns and export-control/regulatory constraints.
Geographically, HENSOLDT has a substantial industrial footprint in Germany, with sites including Taufkirchen, Ulm, Oberkochen, Fürstenfeldbruck, Wetzlar, Immenstaad, Pforzheim and Kiel, as well as offices in Berlin and Bonn/Koblenz to support dialogue with public institutions. The group also serves broader European, NATO and allied markets, with a wider international presence through selected offices and support sites.
Recent highlights underline the strength of the investment case. In 2025, HENSOLDT reported record order intake and confirmed its structural growth path, driven by demand for air-defence radars, Eurofighter-related work, PEGASUS and P8 Poseidon programmes. In 2026, the company also announced new counter-drone contracts with German authorities and deliveries of long-range radar systems. Strategically, HENSOLDT’s continued shift toward software-enabled, multi-domain solutions strengthens its medium-term growth profile and reinforces its positioning as a key European defence electronics player.
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