KNF
Knife River CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 18 Knife River amended its credit agreement to refinance $495M of exist…
- R Aug 4 Knife River reported Q2 2026 EPS of $0.77, a 32.5% miss vs consensus…
- A Aug 5 Wells Fargo upgrades
- A Sep 2 JP Morgan downgrades
- A Oct 9 RBC Capital downgrades
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 18 added (0 new), 18 trimmed or exited.
- AnalystsBULLISH
9 of 14 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −0.9% to 4.46M shares. 3.5 days to cover, ≈7.9% of shares.
- TrendDOWNTREND
6% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| UBS Group AG | TRIM | $124.4M |
| Capital Research Global Investors | TRIM | $107.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | TRIM | $71.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | $63.1M |
| FMR LLC | ADD | $53.2M |
| NORGES BANK | TRIM | $24.7M |
| CITADEL ADVISORS LLC | DOUBLED | $10.5M |
| DEUTSCHE BANK AG\ | ADD | $8.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analystsPrice is below the lowest target. Median implies +24%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 13, 2026 | JP Morgan MAINTAIN | Underweight |
| Oct 9, 2026 | RBC Capital DOWNGRADE | Sector Perform |
| Oct 5, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
| Sep 25, 2026 | B. Riley Securities MAINTAIN | Buy |
| Sep 24, 2026 | Oppenheimer MAINTAIN | Outperform |
| Sep 9, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Fagg Karen B Director | AWARD | $17.6K |
| Jun 30, 2026 | Fagg Karen B Director | AWARD | $17.6K |
| May 20, 2026 | Carmona-Alvarez German Director | AWARD | 2,040 sh |
| May 20, 2026 | Fagg Karen B Director | AWARD | 2,380 sh |
| May 20, 2026 | Chiodo Patricia Director | AWARD | 2,040 sh |
| May 20, 2026 | MOSS PATRICIA L Director | AWARD | 2,040 sh |
| May 20, 2026 | Hill Thomas W. Director | AWARD | 2,040 sh |
| May 20, 2026 | SANDBROOK WILLIAM J Director | AWARD | 2,040 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 2 bullish · 2 bearish · 2 mixed · 2 neutral- BULLISH SC 13G/AOct 7, 2026
T. Rowe Price Associates filed an amended Schedule 13G for Knife River Corp, reporting beneficial…
T. Rowe Price's incremental buying at a 10.8% stake signals sustained institutional confidence. Monitor for further 13G/A filings or any conversion to 13D if the position grows significantly. The…
- BEARISH 8-KSep 23, 2026
Knife River Corp posted an investor presentation on September 23, 2026, disclosing that 2Q26…
Monitor upcoming Q3 earnings for actual margin realization vs the 9-10% guidance range. The combination of rising diesel costs, project delays, and fewer high-margin late-season bids suggests…
- BEARISH 8-KAug 4, 2026
Knife River reported Q2 2026 EPS of $0.77, a 32.5% miss vs consensus of $1.14, despite revenue of…
The sharp EPS miss and margin compression signal that cost headwinds and project delays are weighing on profitability despite strong top-line growth. Monitor the West segment recovery and any…
- MIXED INST-CLUSTERJun 11, 2026
In Q3 2025, four institutional investors added to KNF positions (net +$39.2M) while three reduced…
The divergence between passive buyers and active/sovereign sellers suggests no strong shared catalyst. Monitor upcoming earnings for any fundamental deterioration that could explain the Norges Bank…
All KNF filing & press-release reports (8)
- SC 13G/A reportOct 7, 2026
- 8-K reportSep 23, 2026
- 8-K reportAug 4, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 21, 2026
- 8-K reportMay 18, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportApr 6, 2026