Market Cap
$3.1B
KAI
KADANT INC
$268.49 ▲ +1.89%
Prev close $263.52Market cap$3.1B
ConsensusBuy
12-mo target$361.67 (+34.7%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)24 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on KAI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (63%)
Inst. Holders
50 funds
Inst. Value
$3.4B
Inst. Activity
24 buys / 17 sells
Insider Activity
$0.00 buy / $860.9K sell
Insider Net $
-$860.9K
SEC Reports
5
Press Releases
3
Price chart 30d -9.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 Press
Kadant announced a CEO succession plan: Michael C. Colwell will become president/COO on Oct 1, 2026, and CEO on Jan 2, 2
Impact 3/10
Sep 10, 2026 leadership
Aug 4, 2026 SEC Kadant Announces CEO Succession Plan
WESTFORD, Mass., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Kadant Inc. (NYSE: KAI) today announced that Mic
Kadant reported a strong Q2 2026 beat on both revenue and adjusted EPS, with record revenue of $312.9M (+23% YoY) and ad
PRESS-RELEASE — Impact 6/10
Jul 4, 2026 Insider
Russell Erin L acquired via exercise 128 shares
Director
Jul 4, 2026 Insider
Painter Jonathan W acquired via exercise 128 shares
Director
Jul 4, 2026 Insider
LEONARD THOMAS C acquired via exercise 128 shares
Director
Jun 30, 2026 Inst.
MORGAN STANLEY — DOUBLED
348,784 shares ($109.6M)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
317,583 shares ($99.8M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
63% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| May 4, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Aug 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Jul 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Jun 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| May 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Apr 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Mar 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Feb 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% |
Price targets
Where 3 covering analysts think KAI trades over the next 12 months.
$361.67 +34.7% upside Strong Buy
Current$268.49 Low$335.00 Median$370.00 High$380.00 3 analysts
$335.00$380.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 3 neutral · avg impact 4.4/10.Plus 3 press releases.
BULLISHPRESS-RELEASE6/10
Kadant reported a strong Q2 2026 beat on both revenue and adjusted EPS, with record revenue of $312.
Aug 4, 2026
MIXED8-K6/10
Kadant reported Q1 2026 revenue growth of 18% to $281.5M, but GAAP EPS of $2.16 missed consensus of
May 5, 2026
NEUTRALPRESS-RELEASE2/10
Kadant Inc announced it will release its Q1 2026 earnings after market close on May 5, 2026, with a
Apr 30, 2026
NEUTRAL8-K5/10
Kadant completed its previously announced acquisition of voestalpine BHLER Profil for approximately
Apr 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
leadership
Kadant Announces CEO Succession Plan
WESTFORD, Mass., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Kadant Inc. (NYSE: KAI) today announced that Michael C. Colwell will be appointed president and ch
Sep 8, 2026
other
Kadant Named to Newsweek's List of America's Greatest Companies 2026
WESTFORD, Mass., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Kadant Inc. (NYSE: KAI) has been named to Newsweek's list of America's Greatest Companies 2026, re
Aug 4, 2026
earnings
Kadant Reports Second Quarter 2026 Results
WESTFORD, Mass., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Kadant Inc. (NYSE: KAI) reported its financial results for the second quarter ended July 4, 2026.
Aug 4, 2026
earnings_calendar
KAI Q2 2026 Earnings Scheduled — 2026-08-04
Jun 24, 2026
ftd
FTD: KAI — 4,500 shares ($1.4M) failed to deliver
Settlement: 20260624, Price: $300.68, FTD Value: $1,353,060, KADANT INC.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.86 | $2.43–$3.05 | 10.3% | -2.5% | 0↑ 4↓ | $0.3B | 4 |
| Next Q | $3.27 | $2.91–$3.58 | 44.0% | +2.3% | 3↑ 1↓ | $0.3B | 4 |
| Current FY | $12.04 | $10.54–$12.59 | 30.0% | +0.0% | 3↑ 1↓ | $1.2B | 4 |
| Next FY | $13.51 | $11.82–$14.40 | 12.3% | +0.0% | 1↑ 3↓ | $1.3B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.857 | — |
| 7d ago | $2.930 | -0.073 |
| 30d ago | $2.930 | -0.073 |
| 60d ago | $3.367 | -0.509 |
| 90d ago | $3.243 | -0.385 |
Institutional ownership
Which big funds own KAI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.4B total value (10,942,574 shares) as of 2026-Q2. Top holders: BlackRock,, KAYNE, WASATCH. Net buying activity: 24 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,798,699 | $565.2M | 16.4% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,075,244 | $337.9M | 9.8% | — |
| WASATCH ADVISORS LP | 868,696 | $273.0M | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 710,867 | $223.4M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 532,346 | $167.3M | 4.9% | — |
| STATE STREET CORP | 482,921 | $151.7M | 4.4% | — |
| Capital International Investors | 454,554 | $142.8M | 4.2% | — |
| MORGAN STANLEY | 348,784 | $109.6M | 3.2% | DOUBLED +113.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 343,896 | $108.1M | 3.1% | — |
| GOLDMAN SACHS GROUP INC | 317,583 | $99.8M | 2.9% | DOUBLED +204.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 163,173 | 348,784 | +113.8% | $109.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 104,349 | 317,583 | +204.3% | $99.8M |
| Capital World Investors | TRIM | 354,850 | 253,815 | -28.5% | $79.8M |
| NORGES BANK | NEW | — | 106,160 | — | $33.4M |
| CITIGROUP INC | ADD | 26,805 | 52,382 | +95.4% | $16.5M |
| AMERIPRISE FINANCIAL INC | TRIM | 86,712 | 30,161 | -65.2% | $9.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 20,915 | 26,969 | +28.9% | $8.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 8,870 | 15,881 | +79.0% | $5.0M |
| MARSHALL WACE, LLP | DOUBLED | 3,474 | 13,305 | +283.0% | $4.2M |
| AMERICAN CENTURY COMPANIES INC | ADD | 8,616 | 12,261 | +42.3% | $3.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$860.9K — $0.00 bought, $860.9K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 4, 2026 | Russell Erin L | Director | EXERCISE | 128 | — | — |
| Jul 4, 2026 | Painter Jonathan W | Director | EXERCISE | 128 | — | — |
| Jul 4, 2026 | LEONARD THOMAS C | Director | EXERCISE | 128 | — | — |
| Jul 4, 2026 | ALBERTINE JOHN M | Director | EXERCISE | 128 | — | — |
| Jul 4, 2026 | O'Mara Rebecca Martinez | Director | EXERCISE | 128 | — | — |
| Jun 3, 2026 | Powell Jeffrey L | President & CEO | GIFT | 12,282 | — | — |
| May 27, 2026 | KRAUSE STACY D. | SVP, GC and Secretary | SELL | 1,227 | $334.17 | $410.0K |
| May 18, 2026 | Blanchard Thomas Andrew | Vice President | SELL | 1,400 | $322.04 | $450.9K |
| Apr 4, 2026 | Russell Erin L | Director | EXERCISE | 129 | — | — |
| Apr 4, 2026 | Painter Jonathan W | Director | EXERCISE | 129 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KAI.
Shares short
999,653
Settlement Sep 15, 2026
Change vs prior
+6.0%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈8.5%
Estimate — not % of float
All KAI filing & press-release reports (8)
- PRESS-RELEASE reportSep 10, 2026
- PRESS-RELEASE reportAug 4, 2026
- PRESS-RELEASE reportMay 21, 2026
- 8-K reportMay 5, 2026
- PRESS-RELEASE reportApr 30, 2026
- 8-K reportApr 30, 2026
- PRESS-RELEASE reportApr 30, 2026
- DEFA14A reportApr 1, 2026