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8-K ·Filed May 21, 2026

KNF

Knife River Corp
NEUTRAL
Impact 3/10
Horizonimmediate Processed5mo ago SEC0001628280-26-037338
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

A standard internal accounting leadership transition with no immediate read-through for the stock. Monitor the next 10-Q for any change in accounting policy or disclosure control implications following the CAO change.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
KNF ▼ -9.35% at T+60d
NEUTRAL call -9.35% · α vs SPY -12.54% · entry $72.20 → $65.45
Entry = T+0 close
May 21, 2026
via day close
T+1d
+3.62%
call +3.62% · α +3.03%
$74.81
settled 5mo ago
T+5d
+8.78%
call +8.78% · α +7.12%
$78.54
settled 5mo ago
T+20d
+19.40%
call +19.40% · α +20.82%
$86.21
settled 4mo ago
T+60d
-9.35%
call -9.35% · α -12.54%
$65.45
settled 2mo ago

Price Chart

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Executive Summary

Knife River appointed Peggy S. Rebstock as VP, Chief Accounting Officer and Controller, replacing Marney L. Kadrmas who moves to a new Senior VP, Financial Strategy role. The annual meeting also ratified directors and Deloitte & Touche as auditor for 2026.

Key Facts

  • Appointed Peggy S. Rebstock as VP, Chief Accounting Officer and Controller effective May 21, 2026, with a $320,000 annual base salary and an EICP target of 50%
  • Marney L. Kadrmas was renamed Senior VP of Financial Strategy from VP and Chief Accounting Officer, effective May 21, 2026
  • All director nominees (Brian R. Gray and Karen B. Fagg) were elected at the annual meeting
  • Deloitte & Touche LLP ratified as independent auditor for 2026 with ~96% of votes cast in favor
  • Say-on-pay advisory vote passed with ~96% of votes cast in favor

Financial Impact

No material financial impact; new CAO's cash compensation is $320,000 annually, plus incentive target of 50% of base salary

Risk Factors

  • No risks identified

Market Snapshot

Exchange
NYSE
Sector
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
Analyst Consensus
73% bullish (15 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-037338
Exhibit: exhibit101-offerletterforc.htm0001628280-26-037338
Document: 0001628280-26-037338-index-headers.html0001628280-26-037338
Document: 0001628280-26-037338-index.html0001628280-26-037338
Document: 0001628280-26-037338.txt0001628280-26-037338
8 reports for KNF
Performance horizon
75% Hit rate @ T+5 3 of 4 directional calls Went positive at some point 4 of 4 best @ T+20▲ +17.83%May 18, 2026
Filters
Rows
Reports for KNF — sortable, filterable
TypeNow
Oct 7, 2026
19d ago
SC 13G/A
BULLISH ★ 5/10
$50.54 $47.98▼ −5.07%▼ −4.08%$52.91 (+4.69%)
Sep 23, 2026
4w ago
8-K
BEARISH ★ 5/10
$51.43 $50.42▲ +1.96%▲ +1.29%$52.91 (−2.88%)
Aug 4, 2026
11w ago
8-K
BEARISH ★ 7/10
$69.51 $68.15▲ +1.96%▲ +1.86%$52.91 (+23.88%)
Jun 11, 2026
19w ago
Institutional Cluster
MIXED ★ 4/10
$75.92 $83.46▲ +9.93%▲ +9.50%$52.91 (−30.31%)
May 21, 2026
22w ago
8-K
NEUTRAL ★ 3/10
$72.20 $78.54▲ +8.78%▲ +7.12%$52.91 (−26.72%)
May 18, 2026
23w ago
8-K
BULLISH ★ 6/10
$70.83 $78.30▲ +10.55%▲ +8.25%$52.91 (−25.30%)
May 5, 2026
24w ago
8-K
MIXED ★ 5/10
$87.12 $82.41▼ −5.41%▼ −7.39%$52.91 (−39.27%)
Apr 6, 2026
29w ago
DEFA14A
NEUTRAL ★ 3/10
$74.82 $86.61▲ +15.76%▲ +11.62%$52.91 (−29.28%)
Showing 8 of 8

US Market Status

Market Closed — Opens Wed (11h 51m)

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Report published May 21, 2026