KEX

KIRBY CORP

NYSE · Water Transportation · Inc. NV · CIK 0000056047
$142.90 -1.87% $7.8B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)
Vol
Market Cap$7.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders8 funds
Inst. Value$1.2B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 11S
Insider Net $-$8.5M
SEC Reports5
Exchange NYSE·Sector Water Transportation·Inc. NV·CIK 0000056047·Prev Close $145.62

Recent Activity

May 18, 2026 SEC
Three KEX insiders, including the President/COO and top legal officer, sold a combined $2.33M in open-market sales on Ma
CLUSTER — Impact 4/10
May 18, 2026 SEC
Two KEX insiders (President/COO and EVP/GC) made open-market sales totaling $2.23M, representing just 0.029% of the comp
CLUSTER — Impact 3/10
May 15, 2026 Insider
Husted Amy D. sold 4,000 shares
Exec VP General Counsel & Sec @ $145.43 ($581.7K)
May 15, 2026 Insider
O'Neil Christian G. sold 11,287 shares
President and COO @ $145.93 ($1.6M)
May 15, 2026 Insider
Woodruff William Matthew sold 678 shares
VP of Public and Govt Affairs @ $147.37 ($99.9K)
Apr 30, 2026 SEC
Kirby reported Q1 2026 EPS of $1.50, beating consensus of $1.38 by 8.7%, and revenue of $844.1M, beating estimates of $8
8-K — Impact 7/10
Inst.
NORGES BANK — NEW
738,379 shares ($81.4M)
Inst.
BANK OF AMERICA CORP — TRIM
412,030 shares ($45.4M)

Price Targets

$166.33 +16.4% upside Buy
Current $142.90 Low $158.00 Median $167.50 High $175.00 6 analysts
$158.00 $175.00

Analyst Ratings

Strong Buy90% buy · 10 analysts
6Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 1, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 30, 2026 BTIG MAINTAIN Buy → Buy
Apr 15, 2026 BTIG MAINTAIN Buy → Buy
Apr 9, 2026 Citigroup MAINTAIN Buy → Buy
Jan 30, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.62 ▼ -4.7% $1.58 — $1.70 -3% YoY 6
Next Q $1.94 ▲ +6.3% $1.83 — $2.11 17% YoY 6
Current FY $7.01 ▲ +3.7% $6.90 — $7.24 11% YoY 6
Next FY $8.27 ▲ +1.4% $7.60 — $9.15 18% YoY 6

Latest Reports

NEUTRAL CLUSTER 4/10
Three KEX insiders, including the President/COO and top legal officer, sold a combined $2.33M in open-market sales on Ma
May 18, 2026
NEUTRAL CLUSTER 3/10
Two KEX insiders (President/COO and EVP/GC) made open-market sales totaling $2.23M, representing just 0.029% of the comp
May 18, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$598.1M—
MORGAN STANLEY$306.8M—
NORGES BANK$81.4MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$73.4MNEW
FMR LLC$52.0MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Husted AmySELL$581.7K
May 15, 2026O'Neil ChristianSELL$1.6M
May 15, 2026Woodruff WilliamSELL$99.9K
May 4, 2026ALARIO RICHARDA$0.00
May 4, 2026Beder TanyaA$0.00
8 institutional holders with $1.2B total value (10,583,343 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,428,313$598.1M51.3%—
2MORGAN STANLEY2,784,374$306.8M26.3%—
3NORGES BANK738,379$81.4M7.0%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC666,206$73.4M6.3%NEW
5FMR LLC472,147$52.0M4.5%TRIM -40.5%
6BANK OF AMERICA CORP /DE/412,030$45.4M3.9%TRIM -38.5%
7TWO SIGMA INVESTMENTS, LP66,838$7.4M0.6%TRIM -27.0%
8WELLS FARGO & COMPANY/MN15,056$1.7M0.1%TRIM -28.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—738,379—$81.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM669,877412,030-38.5%$45.4M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM91,51766,838-27.0%$7.4M2025-Q4
FMR LLCTRIM799,070475,188-40.5%$39.7M2025-Q3
UBS Group AGDOUBLED84,207265,001+214.7%$22.1M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED11,59891,517+689.1%$7.6M2025-Q3
NORGES BANKEXIT690,0280-100.0%$0.002025-Q3
NORGES BANKNEW—690,028—$78.3M2025-Q2
UBS Group AGDOUBLED32,52584,207+158.9%$9.5M2025-Q2
WELLS FARGO & COMPANY/MNTRIM29,52721,058-28.7%$2.4M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT105,76411,598-89.0%$1.3M2025-Q2
FMR LLCTRIM1,050,835697,237-33.6%$70.4M2025-Q1
CITADEL ADVISORS LLCADD75,784123,209+62.6%$12.4M2025-Q1
TWO SIGMA INVESTMENTS, LPADD82,296105,764+28.5%$10.7M2025-Q1
UBS Group AGTRIM64,88132,525-49.9%$3.3M2025-Q1
WELLS FARGO & COMPANY/MNADD18,92229,527+56.0%$3.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT9,1000-100.0%$0.002025-Q1
MUHLENKAMP & CO INCEXIT73,0110-100.0%$0.002025-Q1
NORGES BANKEXIT702,2010-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM233,52075,784-67.5%$8.0M2024-Q4
WELLS FARGO & COMPANY/MNTRIM37,00618,922-48.9%$2.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT46,9009,100-80.6%$962.8K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—699,052—$85.6M2024-Q3
18 unique insiders with 11 transactions. Net insider value: -$8.5M ($0.00 bought, $8.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Husted Amy D.Exec VP General Counsel & SecSELL4,000$145.43$581.7K
May 15, 2026O'Neil Christian G.President and COOSELL11,287$145.93$1.6M
May 15, 2026Woodruff William MatthewVP of Public and Govt AffairsSELL678$147.37$99.9K
May 4, 2026ALARIO RICHARD JDirectorA1,392$0.00$0.00
May 4, 2026Beder Tanya SDirectorA1,392$0.00$0.00
May 4, 2026DAVIS BARRY EDirectorA1,392$0.00$0.00
May 4, 2026Dio Susan LeslieDirectorA1,392$0.00$0.00
May 4, 2026Ainsworth Anne-MarieDirectorA1,392$0.00$0.00
May 4, 2026Embree Tracy ADirectorA1,392$0.00$0.00
May 4, 2026Williams Shawn D.DirectorA1,392$0.00$0.00
May 4, 2026DRAGG RONALD AVice President and ControllerSELL1,726$145.01$250.3K
May 4, 2026Waterman William M.DirectorA1,392$0.00$0.00
Mar 2, 2026Kumar RajExec VP and CFOSELL3,000$132.70$398.1K
Mar 2, 2026O'Neil Christian G.President and COOSELL11,287$132.34$1.5M
Feb 24, 2026Grzebinski David WCEOM34,152$73.29$2.5M
Feb 24, 2026Grzebinski David WCEOM34,152$0.00$0.00
Feb 20, 2026Embree Tracy ADirectorA384$0.00$0.00
Feb 20, 2026Kerin Matthew PVP IR and TreasurerA2,530$0.00$0.00
Feb 20, 2026Husted Amy D.Exec VP General Counsel & SecM8,667$73.29$635.2K
Feb 20, 2026Husted Amy D.Exec VP General Counsel & SecSELL11,667$129.33$1.5M
Feb 20, 2026Husted Amy D.Exec VP General Counsel & SecM8,667$0.00$0.00
Feb 19, 2026DAVIS BARRY EDirectorM3,188$70.65$225.2K
Feb 19, 2026DAVIS BARRY EDirectorSELL8,480$128.51$1.1M
Feb 19, 2026DAVIS BARRY EDirectorM3,188$0.00$0.00
Feb 14, 2026McCauley Jennifer N.Chief HR OfficerM934$0.00$0.00
Feb 14, 2026McCauley Jennifer N.Chief HR OfficerF366$124.93$45.7K
Feb 14, 2026McCauley Jennifer N.Chief HR OfficerM934$0.00$0.00
Feb 10, 2026MILLER SCOTT PVP - CIOSELL3,960$120.68$477.9K
Feb 9, 2026Woodruff William MatthewVP of Public and Govt AffairsSELL2,000$121.88$243.8K
Feb 4, 2026DRAGG RONALD AVice President and ControllerSELL5,429$122.00$662.3K
Feb 4, 2026DRAGG RONALD AVice President and ControllerM2,787$0.00$0.00
Feb 4, 2026DRAGG RONALD AVice President and ControllerM2,787$73.29$204.3K
Feb 3, 2026DRAGG RONALD AVice President and ControllerM2,788$0.00$0.00
Feb 3, 2026DRAGG RONALD AVice President and ControllerF696$120.68$84.0K
Feb 3, 2026DRAGG RONALD AVice President and ControllerM758$0.00$0.00
Feb 3, 2026Husted Amy D.Exec VP General Counsel & SecM7,319$0.00$0.00
Feb 3, 2026Husted Amy D.Exec VP General Counsel & SecF2,882$120.68$347.8K
Feb 3, 2026Husted Amy D.Exec VP General Counsel & SecM2,273$0.00$0.00
Feb 3, 2026Kumar RajExec VP and CFOM5,458$0.00$0.00
Feb 3, 2026Kumar RajExec VP and CFOF2,208$120.68$266.5K
Feb 3, 2026Kumar RajExec VP and CFOM1,455$0.00$0.00
Feb 3, 2026MILLER SCOTT PVP - CIOM5,375$0.00$0.00
Feb 3, 2026MILLER SCOTT PVP - CIOF1,311$120.68$158.2K
Feb 3, 2026MILLER SCOTT PVP - CIOM1,591$0.00$0.00
Feb 3, 2026Niemietz Kurt A.VP IR & TreasurerM1,656$0.00$0.00
Feb 3, 2026Niemietz Kurt A.VP IR & TreasurerF693$120.68$83.6K
Feb 3, 2026Niemietz Kurt A.VP IR & TreasurerM455$0.00$0.00
Feb 3, 2026Woodruff William MatthewVP of Public and Govt AffairsM1,109$0.00$0.00
Feb 3, 2026Woodruff William MatthewVP of Public and Govt AffairsF475$120.68$57.3K
Feb 3, 2026Woodruff William MatthewVP of Public and Govt AffairsM303$0.00$0.00
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.6/10.
NEUTRAL CLUSTER 4/10
Three KEX insiders, including the President/COO and top legal officer, sold a combined $2.33M in ope
May 18, 2026
NEUTRAL CLUSTER 3/10
Two KEX insiders (President/COO and EVP/GC) made open-market sales totaling $2.23M, representing jus
May 18, 2026
BULLISH 8-K 7/10
Kirby reported Q1 2026 EPS of $1.50, beating consensus of $1.38 by 8.7%, and revenue of $844.1M, bea
Apr 30, 2026
NEUTRAL DEFA14A 3/10
Kirby Corporation filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Stockh
Mar 6, 2026
BEARISH CLUSTER 6/10
Two key executives at Kirby Corp — President and COO Christian O'Neil and CFO Raj Kumar — sold share
Mar 4, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (90% buy). Based on 10 analysts: 6 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$166.33 mean target +16.4% upside Buy (3.00)
$158.00 Low $175.00 High
MetricValue
Current Price$142.90
Target Low$158.00
Target Mean$166.33
Target Median$167.50
Target High$175.00
# Analysts6
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.62 $1.58 $1.70 -2.8% -4.7% 2↑ 4↓ $0.9B 0.7% 6
Next Q
2026-09-30
 $1.94 $1.83 $2.11 17.3% +6.3% 5↑ 0↓ $0.9B 3.3% 6
Current FY
2026-12-31
 $7.01 $6.90 $7.24 10.8% +3.7% 6↑ 0↓ $3.5B 4.0% 6
Next FY
2027-12-31
 $8.27 $7.60 $9.15 18.0% +1.4% 5↑ 0↓ $3.7B 6.6% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.623
7d ago$1.714-0.092
30d ago$1.702-0.080
60d ago$1.702-0.080
90d ago$1.702-0.080
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 1, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 30, 2026 BTIG MAINTAIN Buy Buy
Apr 15, 2026 BTIG MAINTAIN Buy Buy
Apr 9, 2026 Citigroup MAINTAIN Buy Buy
Jan 30, 2026 Citigroup MAINTAIN Buy Buy
Jan 29, 2026 BTIG MAINTAIN Buy Buy
Jan 20, 2026 Citigroup MAINTAIN Buy Buy
Jan 15, 2026 BTIG MAINTAIN Buy Buy
Dec 19, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20266310090%
Apr 1, 20266310090%
Mar 1, 20266310090%
Feb 1, 20266310090%
Jan 1, 20266310090%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 30, 2026
earnings
Kirby Corporation Announces First Quarter 2026 Results
<p align="justify">HOUSTON, April 30, 2026 (GLOBE NEWSWIRE) -- Kirby Corporation (“Kirby” or “the Company”) (NYSE: KEX) today announced net earnings
Apr 30, 2026
earnings_calendar
KEX Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: KEX — 1.7M shares, 40,101 trades
Week starting 2026-04-27. Total ATS volume: 1,698,635 shares across 40,101 trades.
Apr 20, 2026
dark_pool
Dark Pool: KEX — 1.1M shares, 32,087 trades
Week starting 2026-04-20. Total ATS volume: 1,087,460 shares across 32,087 trades.
Apr 15, 2026
short_interest
FTD: KEX — 21,689 shares ($3.1M) failed to deliver
Settlement: 20260415, Price: $142.63, FTD Value: $3,093,502.07, KIRBY CORPORATION
Apr 13, 2026
dark_pool
Dark Pool: KEX — 1.3M shares, 34,726 trades
Week starting 2026-04-13. Total ATS volume: 1,300,996 shares across 34,726 trades.
Apr 6, 2026
dark_pool
Dark Pool: KEX — 1.2M shares, 32,726 trades
Week starting 2026-04-06. Total ATS volume: 1,162,246 shares across 32,726 trades.
Mar 31, 2026
earnings
Kirby Corporation Announces Date for 2026 First Quarter Earnings Release and Earnings Webcast
<p align="justify">HOUSTON, March 31, 2026 (GLOBE NEWSWIRE) -- Kirby Corporation ("Kirby") (NYSE: KEX) will announce its 2026 first quarter results
Mar 30, 2026
dark_pool
Dark Pool: KEX — 0.8M shares, 23,907 trades
Week starting 2026-03-30. Total ATS volume: 777,016 shares across 23,907 trades.
Mar 23, 2026
dark_pool
Dark Pool: KEX — 1.3M shares, 30,891 trades
Week starting 2026-03-23. Total ATS volume: 1,272,318 shares across 30,891 trades.
Mar 19, 2026
short_interest
FTD: KEX — 9,733 shares ($1.2M) failed to deliver
Settlement: 20260319, Price: $125.89, FTD Value: $1,225,287.37, KIRBY CORPORATION
Mar 18, 2026
Enforcement
Kirby v. State
Court ruling from Supreme Court of Delaware. Docket: 352, 2025
Mar 16, 2026
dark_pool
Dark Pool: KEX — 1.4M shares, 31,046 trades
Week starting 2026-03-16. Total ATS volume: 1,444,116 shares across 31,046 trades.
Mar 13, 2026
short_interest
FTD: KEX — 79,232 shares ($9.8M) failed to deliver
Settlement: 20260313, Price: $124.21, FTD Value: $9,841,406.72, KIRBY CORPORATION
Mar 9, 2026
dark_pool
Dark Pool: KEX — 1.6M shares, 36,407 trades
Week starting 2026-03-09. Total ATS volume: 1,605,295 shares across 36,407 trades.
Mar 4, 2026
short_interest
FTD: KEX — 5,347 shares ($0.7M) failed to deliver
Settlement: 20260304, Price: $133.83, FTD Value: $715,589.01, KIRBY CORPORATION