Loading
TKMS AG & Co. KGaA Stock: price and insider trades · Germany
No insider purchase over the last 90 days. The latest was filed 18 Nov 2025.
TKMS AG & Co. KGaA: what insiders have been doing
Every trade that managers of TKMS AG & Co. KGaA disclose to BaFin is tracked on this page. The company sits in the Defense & Aerospace sector and is based in Kiel, Germany. It was founded in 2005. Its latest reported headcount is 9,100 employees (2025). 6 insiders have disclosed 7 filings since 18 October 2025.
No insider sold shares on the market over the period. Instead, the filings list 3 purchases totalling €348k, made by 3 insiders. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. On the buying side, the filings list 3 senior executives among the declarants. At €295k, the purchase published on 29 October 2025 by Burkhard, Oliver is the largest of the period.
In the case of 2 purchases, another manager of the company was buying within the same 30 days. Purchases made close together by different insiders form what is called a cluster. The latest purchase dates back some time: it was published 333 days ago, on 18 November 2025. Between a trade and the moment it shows up on BaFin, the median delay is 7 days. Under the Market Abuse Regulation, managers have three business days to notify their trades.
Across the 287 companies tracked on its exchange, the median is 5 filings; at 7 filings, this issuer sits above that mark. Looking back to 2025, when coverage begins, insiders filed 3 purchases and no sales.
In the same sector, recent insider purchases at Heico Corp also feature in our signals. These figures are compiled from regulatory filings published by BaFin. They describe what insiders did and are not a recommendation.
Insider Decl.
7
Thresholds
n/a
Buy Volume
€348,066
3 ops. · all time
Sell Volume
n/a
n/a
Who traded when
BuySaleDr. Dirk Steinbrink1 buy
Oliver Burkhard1 buy
Paul Hans-Dieter Walter Glaser1 buy
Since the insiders bought
- +30.5%Entry €64.35 · Close 16 Oct 2026 €84.00
- +13.2%Entry €74.20 · Close 16 Oct 2026 €84.00
- +18.1%Entry €81.75 · Close at T+90 €96.55
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 TKMS AG & Co. KGaA Buy (bullish), based on 7 analysts. Average price target: €99.71.
Financial data
· cache
€101.00
Analyst consensus
7 analystsBuy
€76.00Target €99.71(-1%)€135.00
Income statement
EBITDA€174.5M
Valuation
PER (trailing)66.0x
PER (forward)38.0x
P/Book6.5x
Balance sheet & cash
Market cap€6.4B
Debt / Equity3%
Profitability & ownership
% insiders51.0%
% institutions22.1%
Last declaration on 18 November 2025
Declarations7 total
350 shares@ €68.70100.0% of flowShareLang und Schwarz ExchangeISIN DE000TKMS001BAFIN:40036382-c1fec2fcd757
Canonical exit: 15 Feb 2026 (T+90)
360 shares@ €80.35100.0% of flowShareTradegateISIN DE000TKMS001BAFIN:40036382-40d1e74fa557
Canonical exit: 27 Jan 2026 (T+90)
3,670.34 shares@ €80.40100.0% of flowShareXETRAISIN DE000TKMS001BAFIN:40036382-63a698b8ce31
Canonical exit: 25 Jan 2026 (T+90)
ShareISIN DE000TKMS001BAFIN:40036382-c2a0f2c51c9a
ShareISIN DE000TKMS001BAFIN:40036382-841edde42274
ShareISIN DE000TKMS001BAFIN:40036382
ShareISIN DE000TKMS001BAFIN:40036382-a4289e1b44e9
7 of 7 declarations
About TKMS AG & Co. KGaA
TKMS AG & Co. KGaA (ISIN: DE000TKMS001, ticker: TKMS.DE) is a German listed company traded on Xetra/Frankfurt (DAX/MDAX/SDAX), operating at the center of the industrial and defense ecosystem in Germany. The group emerged from the separation of thyssenkrupp’s Marine Systems business and became an independent listed entity in 2025. Its headquarters are in Kiel, a historic hub for naval shipbuilding. TKMS emphasizes more than 185 years of heritage and positions itself not as a pure shipbuilder, but as a provider of integrated maritime defense solutions.
TKMS’s business is organized around three main segments: submarines, surface vessels, and ATLAS ELEKTRONIK. The company designs and builds conventional submarines, frigates, corvettes and related naval platforms, while also supplying sonar, sensors, command-and-control systems, mine countermeasure systems, unmanned underwater vehicles, communication systems and software-enabled maritime electronics. Management describes the company as a “system-of-systems” provider, reflecting the growing importance of integrated, networked and highly automated solutions for modern navies. TKMS also highlights its leadership in non-nuclear submarines and its long-standing relationships with more than 50 navies worldwide.
Read moreShow less
Geographically, Kiel remains the core industrial and strategic location, supported by other German sites such as Wismar, Hamburg, Bremen, Koblenz, Wedel, Wilhelmshaven, Flintbek and Emden, as well as international locations including Itajaí in Brazil. A major recent development is the ramp-up of Wismar, which TKMS is turning into a hybrid shipyard for future submarine and surface-vessel programs, expanding production capacity and supporting long-cycle naval projects. This is important for investors because capacity expansion is often a key differentiator in defense shipbuilding, where delivery reliability and qualified industrial infrastructure matter as much as design capability.
Recent company disclosures point to a record order backlog, a sharp increase in order intake and improved profitability in fiscal 2024/25. TKMS also confirmed medium-term ambitions including an adjusted EBIT margin above 7%, indicating a constructive outlook supported by European rearmament, fleet modernization cycles and international industrial partnerships. For international equity investors, TKMS is a specialized defense name with long-duration contracts, high capital intensity and a rare strategic position in conventional submarines and naval systems.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations