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8-K ·Filed Oct 8, 2026

KEX

KIRBY CORP
NEUTRAL
Impact 2/10
Horizonmonths Processed18d 9h ago SEC0001193125-26-417702
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for a named successor and any material compensatory arrangement disclosed via an 8-K amendment. The retirement is orderly and well-telegraphed, so no near-term disruption expected.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d
KEX ▼ -0.70% at T+5d
NEUTRAL call -0.70% · α vs SPY -0.42% · entry $138.11 → $137.15
Next anchor: T+20d in 9d
Latest observation: T+11 -1.63% FF3 residual α
Entry = T+0 close
Oct 8, 2026
via day close
T+1d
-1.35%
call -1.35% · α -1.95%
$136.25
settled 18d ago
T+5d
-0.70%
call -0.70% · α -0.42%
$137.15
settled 12d ago
T+20d
Pending
in 9d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Kirby Corp disclosed that Vice President, Controller and Assistant Secretary Ronald A. Dragg (age 62) intends to retire in Q1 2027 after filing the 2026 10-K. The retirement is not due to any disagreement with the company, and Dragg will assist with an orderly transition. No replacement has been named yet, and compensatory terms are undetermined.

Key Facts

  • Ronald A. Dragg, VP/Controller/Assistant Secretary, informed Kirby of his planned retirement in Q1 2027
  • Retirement follows filing of the 2026 Annual Report on Form 10-K
  • Retirement is not the result of any disagreement with the company
  • Dragg will continue in his current roles during the transition period
  • No replacement has been named; compensatory terms not yet determined

Financial Impact

No material financial impact disclosed; routine succession planning for a non-CEO/CFO officer

Risk Factors

  • If a successor is not named before Q1 2027, a gap in financial reporting leadership could emerge
  • Any unexpected departure acceleration would be a negative signal

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-417702
Document: 0001193125-26-417702-index-headers.html0001193125-26-417702
Document: 0001193125-26-417702-index.html0001193125-26-417702
Document: 0001193125-26-417702.txt0001193125-26-417702
8 reports for KEX
Performance horizon
67% Hit rate @ T+5 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+20▲ +6.07%Jul 29, 2026
Filters
Rows
Reports for KEX — sortable, filterable
TypeNow
Oct 8, 2026
18d ago
8-K
NEUTRAL ★ 2/10
$138.11 $137.15▼ −0.70%▼ −0.42%$134.63 (−2.52%)
Sep 28, 2026
28d ago
Press Release
NEUTRAL ★ 1/10
$131.94 $138.50▲ +4.97%▲ +3.02%$134.63 (+2.04%)
Jul 29, 2026
12w ago
8-K
BULLISH ★ 5/10
$131.07 $131.10▲ +0.02%▼ −5.51%$134.63 (+2.72%)
May 18, 2026
23w ago
Insider Cluster
NEUTRAL ★ 4/10
$146.62 $143.33▼ −2.24%▼ −4.54%$134.63 (−8.18%)
May 18, 2026
23w ago
Insider Cluster
NEUTRAL ★ 3/10
$146.62 $143.33▼ −2.24%▼ −4.54%$134.63 (−8.18%)
Apr 30, 2026
25w ago
8-K
BULLISH ★ 7/10
$150.54 $142.55▼ −5.31%▼ −7.04%$134.63 (−10.57%)
Mar 6, 2026
33w ago
DEFA14A
NEUTRAL ★ 3/10
$125.81 $124.31▼ −1.19%▲ +0.16%$134.63 (+7.01%)
Mar 2, 2026
34w ago
Insider Cluster
BEARISH ★ 6/10
$132.97 $125.81▲ +5.38%▲ +4.18%$134.63 (−1.25%)
Showing 8 of 8

US Market Status

Market Closed — Opens Wed (11h 52m)

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Report published Oct 8, 2026