KNF
Knife River Corp
$76.92
+1.32%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$3.1B
Inst. Activity20 buys / 10 sells
Reddit Sentiment71° Bullish
SEC Reports5
Exchange NYSE·Sector Mining & Quarrying of Nonmetallic Minerals (No Fuels)·Inc. DE·CIK 0001955520·Prev Close $75.92
Recent Activity
Jun 11, 2026
SEC
In Q3 2025, four institutional investors added to KNF positions (net +$39.2M) while three reduced holdings (net -$105.7M
INST-CLUSTER — Impact 4/10
May 21, 2026
SEC
Knife River appointed Peggy S. Rebstock as VP, Chief Accounting Officer and Controller, replacing Marney L. Kadrmas who
8-K — Impact 3/10
May 20, 2026
Insider
Carmona-Alvarez German was granted 2,040 shares
Director
May 20, 2026
Insider
Fagg Karen B was granted 2,380 shares
Director
May 20, 2026
Insider
Chiodo Patricia was granted 2,040 shares
Director
May 18, 2026
SEC
Knife River amended its credit agreement to refinance $495M of existing Term B loans and add $400M of new incremental te
8-K — Impact 6/10
Inst.
BAILLIE GIFFORD & CO — ADD
2,668,248 shares ($217.9M)
Inst.
Capital World Investors — DOUBLED
2,643,484 shares ($215.8M)
Price Targets
$104.11
+35.3% upside
Strong Buy
Current $76.92
Low $80.00
Median $105.00
High $125.00
9 analysts
$80.00
$125.00
Analyst Ratings
5Strong Buy
4Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 15, 2026 | Wells Fargo | MAINTAIN | Underweight → Underweight |
| Mar 5, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Feb 18, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Feb 18, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.15 ▲ +7.0% | $1.11 — $1.19 | 27% YoY | 2 |
| Next Q | $2.92 ▲ +3.6% | $2.89 — $2.96 | 16% YoY | 2 |
| Current FY | $3.38 ▲ +5.2% | $3.38 — $3.38 | 22% YoY | 1 |
| Next FY | $4.10 ▲ +1.7% | $3.87 — $4.75 | 21% YoY | 4 |
Latest Reports
MIXED
INST-CLUSTER
4/10
In Q3 2025, four institutional investors added to KNF positions (net +$39.2M) while three reduced holdings (net -$105.7M
Jun 11, 2026
NEUTRAL
8-K
3/10
Knife River appointed Peggy S. Rebstock as VP, Chief Accounting Officer and Controller, replacing Marney L. Kadrmas who
May 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $569.3M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $223.9M | — |
| BAILLIE GIFFORD & CO | $217.9M | ADD |
| Capital World Investors | $215.8M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $207.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | Carmona-Alvarez German | A | $0.00 |
| May 20, 2026 | Fagg Karen | A | $0.00 |
| May 20, 2026 | Chiodo Patricia | A | $0.00 |
| May 20, 2026 | MOSS PATRICIA | A | $0.00 |
| May 20, 2026 | Hill Thomas | A | $0.00 |
Reddit Sentiment
71°
Bullish
Bearish
Neutral
Bullish
50 institutional holders with $3.1B total value (37,748,220 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, BAILLIE. Net buying activity: 20 institutions added/increased vs 10 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,971,833 | $569.3M | 18.5% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,742,086 | $223.9M | 7.3% | — |
| 3 | BAILLIE GIFFORD & CO | 2,668,248 | $217.9M | 7.1% | ADD +25.4% |
| 4 | Capital World Investors | 2,643,484 | $215.8M | 7.0% | DOUBLED +161.3% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,545,890 | $207.9M | 6.7% | — |
| 6 | STATE STREET CORP | 2,057,169 | $168.0M | 5.4% | — |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2,050,789 | $167.4M | 5.4% | ADD +57.7% |
| 8 | Capital Research Global Investors | 1,758,368 | $143.6M | 4.7% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1,464,690 | $119.6M | 3.9% | — |
| 10 | MORGAN STANLEY | 1,390,027 | $113.5M | 3.7% | — |
| 11 | Neuberger Berman Group LLC | 1,133,064 | $92.5M | 3.0% | ADD +25.8% |
| 12 | GOLDMAN SACHS GROUP INC | 849,453 | $69.4M | 2.2% | — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 681,692 | $55.7M | 1.8% | — |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 577,269 | $47.1M | 1.5% | — |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 527,168 | $45.7M | 1.5% | ADD +30.8% |
| 16 | Nuveen, LLC | 556,699 | $45.5M | 1.5% | — |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 526,666 | $43.0M | 1.4% | TRIM -26.8% |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 518,073 | $42.3M | 1.4% | ADD +25.8% |
| 19 | Hood River Capital Management LLC | 510,622 | $41.7M | 1.4% | NEW |
| 20 | BNP Paribas Asset Management Holding S.A. | 468,678 | $38.3M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | ADD | 2,128,401 | 2,668,248 | +25.4% | $217.9M | 2026-Q1 |
| Capital World Investors | DOUBLED | 1,011,598 | 2,643,484 | +161.3% | $215.8M | 2026-Q1 |
| Neuberger Berman Group LLC | ADD | 900,518 | 1,133,064 | +25.8% | $92.5M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 411,758 | 518,073 | +25.8% | $42.3M | 2026-Q1 |
| Hood River Capital Management LLC | NEW | — | 510,622 | — | $41.7M | 2026-Q1 |
| FMR LLC | TRIM | 689,769 | 363,461 | -47.3% | $29.7M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | TRIM | 408,936 | 218,864 | -46.5% | $17.9M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | NEW | — | 206,575 | — | $16.9M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 28,498 | 89,551 | +214.2% | $7.3M | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO | NEAR_EXIT | 700,780 | 84,170 | -88.0% | $6.9M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | ADD | 63,904 | 80,986 | +26.7% | $6.6M | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 297,798 | 71,070 | -76.1% | $5.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 67,162 | 45,153 | -32.8% | $3.7M | 2026-Q1 |
| STIFEL FINANCIAL CORP | TRIM | 38,987 | 26,738 | -31.4% | $2.2M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 36,597 | 25,393 | -30.6% | $2.1M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 554 | 22,970 | +4046.2% | $1.9M | 2026-Q1 |
| Holocene Advisors, LP | ADD | 15,415 | 21,173 | +37.4% | $1.7M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 11,869 | 19,545 | +64.7% | $1.6M | 2026-Q1 |
| Mariner, LLC | ADD | 11,184 | 16,718 | +49.5% | $1.4M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 4,407 | 16,217 | +268.0% | $1.3M | 2026-Q1 |
| Vident Advisory, LLC | DOUBLED | 4,221 | 13,428 | +218.1% | $1.1M | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | ADD | 6,616 | 9,137 | +38.1% | $746.0K | 2026-Q1 |
| Cerity Partners LLC | TRIM | 12,341 | 8,680 | -29.7% | $708.7K | 2026-Q1 |
| Orion Porfolio Solutions, LLC | DOUBLED | 3,278 | 8,040 | +145.3% | $656.5K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 6,806 | 8,780 | +29.0% | $648.9K | 2026-Q1 |
13 unique insiders with 20 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | Carmona-Alvarez German | Director | AWARD | 2,040 | — | — |
| May 20, 2026 | Fagg Karen B | Director | AWARD | 2,380 | — | — |
| May 20, 2026 | Chiodo Patricia | Director | AWARD | 2,040 | — | — |
| May 20, 2026 | MOSS PATRICIA L | Director | AWARD | 2,040 | — | — |
| May 20, 2026 | Hill Thomas W. | Director | AWARD | 2,040 | — | — |
| May 20, 2026 | SANDBROOK WILLIAM J | Director | AWARD | 2,040 | — | — |
| Mar 31, 2026 | Fagg Karen B | Director | AWARD | 221.676 | $79.51 | $17.6K |
| Mar 6, 2026 | Gray Brian R. | President & CEO | AWARD | 20,955 | — | — |
| Mar 4, 2026 | Liepitz Karl A | VP, Chief Legal Officer & Sec. | AWARD | 4,611 | — | — |
| Mar 4, 2026 | Kadrmas Marney L. | VP & Chief Accounting Officer | AWARD | 1,199 | — | — |
| Mar 4, 2026 | Pladsen Glenn R. | VP & Chief Excellence Officer | AWARD | 2,950 | — | — |
| Mar 4, 2026 | Ring Nathan W | Vice President & CFO | AWARD | 5,211 | — | — |
| Mar 4, 2026 | Hastings Trevor J | Vice President & COO | AWARD | 6,130 | — | — |
| Mar 4, 2026 | LaChapelle Sarah L. | VP & Chief People Officer | AWARD | 2,713 | — | — |
| Feb 12, 2026 | Hastings Trevor J | Vice President & COO | TAX W/H | 2,880 | $81.74 | $235.4K |
| Feb 12, 2026 | Kadrmas Marney L. | VP & Chief Accounting Officer | TAX W/H | 1,232 | $81.74 | $100.7K |
| Feb 12, 2026 | Gray Brian R. | President & CEO | TAX W/H | 10,072 | $81.74 | $823.3K |
| Feb 12, 2026 | Ring Nathan W | Vice President & CFO | TAX W/H | 1,922 | $81.74 | $157.1K |
| Feb 12, 2026 | Pladsen Glenn R. | VP & Chief Excellence Officer | TAX W/H | 1,385 | $81.74 | $113.2K |
| Feb 12, 2026 | Liepitz Karl A | VP, Chief Legal Officer & Sec. | TAX W/H | 8,648 | $81.74 | $706.9K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 2 neutral. Avg impact: 4.2/10.
MIXED
INST-CLUSTER
4/10
In Q3 2025, four institutional investors added to KNF positions (net +$39.2M) while three reduced ho
Jun 11, 2026
NEUTRAL
8-K
3/10
Knife River appointed Peggy S. Rebstock as VP, Chief Accounting Officer and Controller, replacing Ma
May 21, 2026
BULLISH
8-K
6/10
Knife River amended its credit agreement to refinance $495M of existing Term B loans and add $400M o
May 18, 2026
MIXED
8-K
5/10
Knife River reported Q1 2026 revenue of $410.1M (+16% YoY), beating consensus of $387.0M, but GAAP E
May 5, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable
Apr 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (69% buy). Based on 13 analysts: 5 strong buy, 4 buy, 3 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$104.11 mean target
+35.3% upside
Strong Buy (2.00)
$80.00 Low
$125.00 High
| Metric | Value |
|---|---|
| Current Price | $76.92 |
| Target Low | $80.00 |
| Target Mean | $104.11 |
| Target Median | $105.00 |
| Target High | $125.00 |
| # Analysts | 9 |
| Recommendation | Strong Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.15 | $1.11 | $1.19 | 27.3% | +7.0% | 1↑ 1↓ | $0.9B | 12.3% | 2 |
| Next Q 2026-09-30 |
$2.92 | $2.89 | $2.96 | 15.8% | +3.6% | 3↑ 0↓ | $1.3B | 8.9% | 2 |
| Current FY 2026-12-31 |
$3.38 | $3.38 | $3.38 | 22.0% | +5.2% | 2↑ 0↓ | $3.4B | 9.3% | 1 |
| Next FY 2027-12-31 |
$4.10 | $3.87 | $4.75 | 21.2% | +1.7% | 4↑ 0↓ | $3.6B | 5.6% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.150 | |
| 7d ago | $1.075 | +0.075 |
| 30d ago | $1.075 | +0.075 |
| 60d ago | $1.075 | +0.075 |
| 90d ago | $1.222 | -0.073 |
6 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 15, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Mar 5, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 18, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 18, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 18, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | Underweight |
| Feb 18, 2026 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Jan 29, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 16, 2026 | B. Riley Securities | INITIATE | — | Buy |
| Jan 13, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 4 | 3 | 1 | 0 | 69% | |
| May 1, 2026 | 6 | 5 | 3 | 1 | 0 | 73% | |
| Apr 1, 2026 | 6 | 6 | 3 | 1 | 0 | 75% | |
| Mar 1, 2026 | 6 | 6 | 3 | 1 | 0 | 75% | |
| Feb 1, 2026 | 6 | 6 | 4 | 0 | 0 | 75% | |
| Jan 1, 2026 | 6 | 6 | 3 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
71°
Bullish
Bearish
Neutral
Bullish
3 mentions
3 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 14, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 13, 2026
short_interest
FTD: KNF — 23,926 shares ($2.0M) failed to deliver
Settlement: 20260513, Price: $82.41, FTD Value: $1,971,741.66, KNIFE RIV HLDG CO COM
May 5, 2026
earnings_calendar
KNF Q1 2026 Earnings Scheduled — 2026-05-05
Apr 6, 2026
short_interest
FTD: KNF — 13,058 shares ($1.0M) failed to deliver
Settlement: 20260406, Price: $73.91, FTD Value: $965,116.78, KNIFE RIV HLDG CO COM
Mar 23, 2026
short_volume
Short Volume: KNF — 74.3% short (0.4M / 0.5M)
Short: 377,724 | Exempt: 0 | TRF Vol: 508,165 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)
Mar 16, 2026
short_interest
FTD: KNF — 16,054 shares ($1.3M) failed to deliver
Settlement: 20260316, Price: $78.47, FTD Value: $1,259,757.38, KNIFE RIV HLDG CO COM
Feb 10, 2026
short_interest
FTD: KNF — 31,602 shares ($2.5M) failed to deliver
Settlement: 20260210, Price: $78.46, FTD Value: $2,479,492.92, KNIFE RIV HLDG CO COM
Feb 4, 2026
short_interest
FTD: KNF — 17,546 shares ($1.3M) failed to deliver
Settlement: 20260204, Price: $72.85, FTD Value: $1,278,226.1, KNIFE RIV HLDG CO COM
Feb 3, 2026
short_interest
FTD: KNF — 22,509 shares ($1.6M) failed to deliver
Settlement: 20260203, Price: $69.16, FTD Value: $1,556,722.44, KNIFE RIV HLDG CO COM
Feb 2, 2026
short_interest
FTD: KNF — 23,661 shares ($1.6M) failed to deliver
Settlement: 20260202, Price: $67.17, FTD Value: $1,589,309.37, KNIFE RIV HLDG CO COM