Kirby appoints Tracy Embree to board of directors
Kirby Corporation has announced the appointment of Tracy Embree as a new independent member to its Board of Directors. Embree, the retired President of Otis Americas, will stand for election at the corporation's annual meeting in April. This appointment follows recent analyst price target raises for Kirby (KEX) from Wolfe Research and Citi.
Kirby Corporation Announces New Director of the Board Tracy A. Embree
Kirby Corporation (NYSE: KEX) has appointed Tracy A. Embree as a new independent member of its Board of Directors, effective February 16, 2026. Ms. Embree, the retired President of Otis Americas, brings over 25 years of leadership experience in industrial operations, manufacturing, distribution, and services, notably in power generation. Her appointment is expected to strengthen the expertise on Kirby's board and support the company's continued success.
Ex-Otis Americas president Tracy Embree joins Kirby board
Kirby Corporation (NYSE: KEX) has appointed Tracy A. Embree, the retired President of Otis Americas, as a new independent director to its Board, effective February 16, 2026. Embree brings over 25 years of global leadership experience in industrial operations, manufacturing, distribution, and power generation, which management believes will strengthen Kirby's expertise. She currently serves on the boards of Lennox International and KLA Corporation.
Kirby (KEX): Buy, Sell, or Hold Post Q4 Earnings?
Kirby (KEX) has significantly outperformed the S&P 500 over the last six months, with its stock price rising by 29.7%. This growth is attributed to strong operating margins and outstanding long-term EPS growth, which increased by 26.2 percentage points and 28% CAGR respectively. However, investors should be cautious due to a deceleration in revenue growth, which has slowed to 4.3% annually over the last two years.
Kirby Corp's VP Sells 5,429 Insider Shares for $662K
Ronald A. Dragg, Vice President and Controller at Kirby Corporation, sold 5,429 shares in an open-market transaction valued at approximately $662,338. This sale represented 34.30% of Dragg's direct shareholdings, stemming from the exercise of stock options. The company recently reported strong Q4 FY2025 earnings and has shown consistent annual growth.
Kirby Corp's VP Sells 5,429 Insider Shares for $662K
Ronald A. Dragg, Vice President and Controller at Kirby Corporation, recently sold 5,429 shares for approximately $662,338. This transaction, stemming from the exercise of stock options, represented 34.30% of Dragg's direct shareholdings. The company itself reported strong Q4 FY2025 earnings, surpassing EPS estimates and showing five consecutive years of annual growth.
Kirby Corp's VP Sells 5,429 Insider Shares for $662K
Ronald A. Dragg, Vice President and Controller at Kirby Corporation, sold 5,429 shares for approximately $662,338 in an open-market transaction. This sale represented 34.30% of his direct holdings, reducing his position to 10,399 shares. The transaction stemmed from exercising stock options and an immediate sale, occurring after Kirby reported strong Q4 FY2025 earnings and continuous annual growth.
Stocks With Rising Relative Strength: Kirby Corp
Kirby Corp (KEX) recently experienced a positive adjustment to its Relative Strength (RS) Rating, moving from 68 to 71. This upgrade indicates improving technical performance for the stock, as IBD's RS Rating system measures a stock's price performance against others over the last 52 weeks. The article highlights this as a potentially continued positive trend for Kirby Corp, aligning with previous mentions of its improving RS Rating.
Insider Sell Alert: Scott Miller Sells Shares of Kirby Corp (KEX)
Scott Miller, Vice President - Chief Information Officer at Kirby Offshore Marine, sold 3,960 shares of Kirby Corp (KEX) on February 10, 2026. This transaction leaves him with 3,565 shares. The company's stock was trading at $120.68, and with a price-to-GF-Value ratio of 1.19, GuruFocus considers it modestly overvalued.
Kirby Corp VP Dragg sells $662k in shares By Investing.com
Ronald A. Dragg, Vice President and Controller of Kirby Corp (NYSE:KEX), sold 5,429 shares of company stock for $662,338. This transaction occurred on February 4, 2026, and followed the exercise of options to acquire 2,787 shares. Despite this insider sale, the company maintains a "Strong Buy" consensus, and InvestingPro data indicates the stock is slightly undervalued with aggressive share buybacks by management.
Kirby Corp’s Stock Finds Its Sea Legs: What The Latest Rally Really Says About KEX
Kirby Corp's stock (KEX) has seen a quiet but steady rally over the past week, driven by resilient earnings, improving barge day rates, and optimistic Wall Street views. While not a deep value secret, analysts suggest measured upside for investors willing to hold through economic cycles. The company's future performance hinges on U.S. petrochemical and refined product output, capital discipline, and operational efficiency, with its engine services business providing an underappreciated lever for growth.
Kirby Corp’s Stock Finds Its Sea Legs: What The Latest Rally Really Says About KEX
Kirby Corp's stock (KEX) has shown a steady upward trend recently, outperforming the market due to strong earnings, improved barge day rates, and Wall Street's cautious optimism. The company's resilience in its marine transportation segment, coupled with positive commentary on its diesel engine services, has contributed to this performance. Wall Street analysts maintain a constructive, though not euphoric, outlook, generally recommending a "Buy" or "Overweight" rating with price targets indicating moderate upside.
Kirby Corp VP Dragg sells $662k in shares By Investing.com
Kirby Corp's VP and Controller, Ronald A. Dragg, sold 5,429 shares totaling $662,338 but also exercised options to acquire 2,787 shares. The company, valued at $6.67 billion, is maintaining a "Strong Buy" consensus from analysts, despite a recent earnings report where EPS exceeded forecasts but revenue fell short. InvestingPro data suggests the stock is undervalued, though management has been actively buying back shares in contrast to this insider sale.
Kirby Corp VP Dragg sells $662k in shares By Investing.com
Kirby Corp VP and Controller Ronald A. Dragg sold 5,429 shares of company stock for $662,338 and exercised options for 2,787 shares worth $204,259. Despite the insider sale, Kirby Corp (NYSE: KEX) is trading near its fair value and shows aggressive share repurchases by management, alongside recent mixed Q4 2025 earnings results with an EPS beat but revenue miss.
Kirby Corp VP Dragg sells $662k in shares By Investing.com
Kirby Corp VP and Controller Ronald A. Dragg sold 5,429 shares of company stock for $662,338 and exercised options to acquire an additional 2,787 shares. Despite this insider sale, the company maintains a "Strong Buy" consensus from analysts, and its stock has gained nearly 18% in the past six months, appearing slightly undervalued according to InvestingPro data. Kirby recently reported mixed Q4 2025 earnings, exceeding EPS forecasts but missing revenue expectations.
Is Strong Q4, Cash Flow Outlook And Buybacks Altering The Investment Case For Kirby (KEX)?
Kirby Corporation reported strong Q4 2025 results, including $851.78 million in revenue and $91.81 million in net income, along with significant share repurchases. The company projects 2026 operating cash flow between $575 million and $675 million and plans to focus on both acquisitions and returning cash to shareholders. This financial performance and strategy reinforce capital deployment as a key short-term catalyst, but management's acquisition ambitions also introduce execution risk.
5 Insightful Analyst Questions From Kirby's Q4 Earnings Call
Kirby's Q4 2025 earnings fell short of revenue estimates but beat on EPS and EBITDA, driven by cost control despite seasonal softness and weather delays. This article highlights five insightful analyst questions from the earnings call, focusing on topics like pricing softness, earnings guidance, margin conservatism, capital allocation, and the impact of winter storms, along with management's detailed responses. StockStory also identifies key catalysts for future quarters, including barge utilization, power generation deliveries, and cost management.
Earnings call transcript: Kirby Q4 2025 results miss revenue forecast
Kirby Corporation reported Q4 2025 earnings where EPS of $1.68 beat forecasts, but revenue of $851.8 million missed expectations, resulting in an 8.17% stock drop in pre-market trading. The company saw strong growth in power generation and stable marine transportation but faces challenges in the chemical market and potential impacts from Venezuelan crude. Kirby forecasts flat to 12% earnings growth for 2026, with an emphasis on power generation and continued share repurchases, although revenue growth is constrained by OEM supply chain issues.
Kirby Corporation Announces 2025 Fourth Quarter and Full Year Results
Kirby Corporation announced strong results for its 2025 fourth quarter and full fiscal year, with record earnings and significant growth in both its Marine Transportation and Distribution & Services segments. The company reported net earnings of $91.8 million for Q4 2025 and $354.6 million for the full year, driven by improved barge utilization, steady customer demand, and robust growth in power generation. Kirby expects continued earnings growth in 2026, anticipating improved market fundamentals and stable operations.
Kirby (NYSE:KEX) Stock Price Expected to Rise, Citigroup Analyst Says
Citigroup has raised its price target for Kirby (NYSE:KEX) to $147 with a "buy" rating, indicating a potential 23.9% upside. This follows Kirby's Q4 earnings beat with $1.68 EPS, despite a slight revenue miss, and positive company actions like share repurchases and debt reduction. The stock currently holds a "Moderate Buy" consensus rating from analysts, suggesting generally positive sentiment.
Citigroup Raises Price Target for KEX, Maintains 'Buy' Rating
Citigroup has raised its price target for Kirby (KEX) from $145 to $147, while maintaining a 'Buy' rating. This update continues a trend of positive evaluations from Citigroup and other firms like BTIG, despite some fluctuations in price targets. Kirby Corp, a domestic tank barge operator, has an average analyst price target of $139.00, implying an upside of 17.70% from its current price, though GuruFocus estimates a GF Value of $107.53, suggesting a downside.
KEX Q4 Deep Dive: Power Gen Growth and Marine Pricing Dynamics Shape Outlook
Kirby (KEX) missed revenue expectations in Q4 CY2025 due to seasonal softness and weather-related delays, particularly in its marine transportation business, but exceeded non-GAAP profit estimates. The company's outlook is shaped by improving barge utilization, firming spot rates in marine transportation, and robust demand in power generation, though inflationary pressures remain a concern. Power generation driven by data centers and industrial customers saw significant year-over-year growth, contributing to a strong backlog.
Kirby Corporation (NYSE:KEX) Q4 2025 Earnings Call Transcript
Kirby Corporation reported a record year in 2025, exceeding earnings expectations for Q4 with an EPS of $1.68 against an expectation of $1.62. The company achieved strong financial and operational momentum, generating over $400 million in free cash flow and returning capital to shareholders through share repurchases and debt reduction. Looking ahead to 2026, Kirby anticipates steady growth driven by improving market conditions in marine transportation and strong performance in power generation, despite some lingering softness in conventional frac markets.
Kirby rides inland utilization gains to record 2025 results
Kirby Corp. reported record earnings and revenues for both the fourth quarter and full year 2025, driven by improved inland barge utilization and steady coastal market conditions. Net earnings for the full year reached $354.6 million, or $6.33 per share, on revenues of $3.4 billion. The company anticipates consistent earnings growth in 2026, with strong utilization rates expected in both inland and coastal marine markets.
Kirby Corporation (KEX) Q4 2025 Earnings Call Transcript
Kirby Corporation reported a record year in 2025, capped by a solid Q4 performance, and anticipates steady growth and solid performance in 2026. The company saw improving market conditions in marine transportation and strong demand in power generation within its distribution and services segment. Kirby plans to continue returning capital to shareholders through share repurchases and strengthening its balance sheet.
Kirby Corporation Announces 2025 Fourth Quarter and Full Year Results
Kirby Corporation (NYSE: KEX) announced record net earnings for 2025, with strong fourth-quarter results despite seasonal challenges. The company reported diluted earnings per share of $1.68 for Q4 2025 and $6.33 for the full year, driven by robust performance in its Marine Transportation and Distribution & Services segments. Kirby also provided a positive outlook for 2026, expecting continued earnings growth, improved inland barge utilization, and sustained strength in its power generation business.
Kirby: Q4 Financial Highlights
Kirby Corp. announced strong financial results for the fourth quarter, reporting a net income of $91.8 million and earnings per share of $1.68, with total revenue reaching $851.8 million. For the full year, the company's profit was $354.6 million, or $6.33 per share, on $3.36 billion in revenue. This financial data was compiled using information from Zacks Investment Research.
Kirby: Q4 Financial Highlights
Kirby Corp. announced strong financial results for the fourth quarter, with a net income of $91.8 million and earnings per share of $1.68. The company, which specializes in barge operations, also reported revenue of $851.8 million for the quarter. For the full year, Kirby Corp. achieved a total profit of $354.6 million, or $6.33 per share, on annual revenue of $3.36 billion.
Kirby (NYSE:KEX) - Stock Analysis
This Simply Wall St analysis provides an overview of Kirby Corporation (NYSE:KEX), highlighting its stock performance, market cap of US$6.6 billion, and analyst consensus target. Key takeaways suggest resilient inland barge utilization, fueled by limited vessel availability and industry consolidation, and multi-year growth opportunities driven by rising data center activity and manufacturing reshoring. The report also details recent news, price history, and fundamental statistics for the company.
Kirby Q4 2025 slides: EPS up 30% despite revenue miss, stock falls 7%
Kirby (NYSE:KEX) reported a 30% year-over-year increase in Q4 2025 earnings per share, reaching $1.68, and achieved record full-year revenue of $3.36 billion. Despite strong earnings and significant debt reduction, the company missed revenue expectations, leading to a 7.15% stock decline. The marine transportation segment showed strong performance, while the distribution and services segment experienced mixed results, particularly in the conventional oil and gas market.
Earnings call transcript: Kirby’s Q4 2025 beats EPS forecast, stock falls
Kirby Corporation (KEX) reported its Q4 2025 earnings, exceeding EPS forecasts with $1.68 against an anticipated $1.63, but missed revenue expectations, coming in at $851.8 million instead of $861.68 million. Despite the earnings beat and a record year for free cash flow in 2025, the stock dropped 6.19% pre-market due to investor concerns over the revenue miss. The company projects steady earnings growth for 2026, driven by improving fundamentals in marine transportation and strong performance in power generation, while also navigating challenges like market saturation and macroeconomic pressures.
Kirby Corporation Announces 2025 Fourth Quarter and Full Year Results
Kirby Corporation announced strong results for the fourth quarter and full year 2025, with earnings per share of $1.68 and $6.33, respectively. The company reported improved inland marine utilization, steady coastal marine conditions, and significant growth in power generation revenue. Kirby also repurchased over 1 million shares and reduced debt, and anticipates flat to 12% year-over-year earnings per share growth in 2026.
Kirby Corp (KEX) Stock Price Down 6.37% on Jan 29
Shares of Kirby Corp (KEX) fell 6.37% on January 29, reaching an intraday low of $115.00 before closing at $119.97. Wall Street analysts forecast an average target price of $133.71, implying an 11.46% upside. However, GuruFocus estimates a GF Value of $107.53, suggesting a 10.37% downside from the current price.
Kirby: Q4 Earnings Snapshot
Kirby Corp. (KEX) reported a net income of $91.8 million in the fourth quarter, with a per-share profit of $1.68. The company's revenue for the period reached $851.8 million. For the entire year, Kirby Corp. achieved a profit of $354.6 million, or $6.33 per share, on a total revenue of $3.36 billion.
Kirby: Q4 Earnings Snapshot
Kirby Corp. (KEX) reported a net income of $91.8 million in its fourth quarter, translating to $1.68 per share. The Houston-based barge operator achieved revenue of $851.8 million for the period. For the full year, Kirby Corp. reported a profit of $354.6 million, or $6.33 per share, on revenue of $3.36 billion.
Earnings To Watch: Kirby (KEX) Reports Q4 Results Tomorrow
Kirby (KEX), a marine transportation service company, is scheduled to announce its Q4 earnings results. Analysts expect a 7.7% year-on-year revenue growth to $863.8 million and adjusted earnings of $1.63 per share. The company beat revenue expectations last quarter and investor sentiment in the transportation and logistics segment has been positive, with Kirby's stock up 15.7% in the last month.
The Truth About Kirby Corp (KEX): Boring Stock Or Secret Shipping Power Play?
This article questions whether Kirby Corp (KEX) is a boring stock or a strategic investment in the US shipping and energy logistics sector. It highlights Kirby's role in moving essential liquid cargo and servicing industrial machinery, positioning it as a steady, reliable company rather than a high-growth, high-hype stock. The piece concludes that KEX is more suitable for long-term investors seeking exposure to the real-world economic backbone.
Kirby (KEX) Expected to Announce Quarterly Earnings on Thursday
Kirby (KEX) is scheduled to release its Q4 2025 earnings before market open on Thursday, January 29, 2026. Analysts project earnings of $1.62 per share and revenue of $857.8 million. The company's previous quarterly results surpassed estimates, and institutional investors hold a significant stake in the stock.
The Truth About Kirby Corp (KEX): Quiet Stock, Massive Power Move?
Kirby Corp (KEX) is presented as a quiet but powerful stock in the marine transportation and diesel engine services industry, moving essential liquid cargo. While not as flashy as AI or crypto stocks, KEX offers a "boring compounder" investment for those looking for stability and real-economy exposure. The article contrasts Kirby Corp's fundamental value and specialized niche with more volatile, trending investments, positioning it as a potentially strong long-term holding.
The Truth About Kirby Corp (KEX): Quiet Stock, Massive Power Move?
This article examines Kirby Corp (KEX), a marine transportation and services company, contrasting its "boring but essential" business model with the volatility of trendy stocks like AI and crypto. It highlights Kirby's role in moving critical industrial liquids and servicing engines, positioning it as a potentially stable, long-term investment for those focused on fundamentals rather than viral gains. The piece advises that KEX is suitable for investors building a portfolio based on real-world economic drivers, rather than speculative gamblers seeking quick profits.
Kirby Corp stock hits 52-week high at 127.2 USD By Investing.com
Kirby Corp (KEX) stock reached a new 52-week high at $127.20, marking a 12.84% increase over the past year, driven by strong investor confidence and operational performance. While InvestingPro analysis suggests the stock is slightly overvalued with analyst targets between $122 and $148, management has been actively buying back shares. The company recently surpassed Q3 2025 earnings expectations with EPS of $1.65 and revenue of $871.16 million, leading BTIG and Wolfe Research to raise their price targets due to robust inland tank barge activity.
Campbell & CO Investment Adviser LLC Takes Position in Kirby Corporation $KEX
Campbell & CO Investment Adviser LLC has initiated a new position in Kirby Corporation (NYSE:KEX), acquiring 24,322 shares valued at approximately $2.03 million during the third quarter. While institutional investors now hold about 96.15% of the company, insiders have been net sellers, offloading 57,147 shares worth $6.2 million in the last quarter. Wall Street analysts maintain a broadly positive outlook, with a "Moderate Buy" rating and an average price target of $128.17.
BTIG Raises Price Target for Kirby (KEX) to $140, Maintains Buy Rating | KEX Stock News
BTIG has reiterated its Buy rating for Kirby (KEX) and increased its price target from $125 to $140, reflecting continued confidence in the company's performance. This adjustment follows several recent analyst updates, with a consensus "Buy" recommendation from brokerage firms, despite GuruFocus's estimated fair value indicating a potential downside. Kirby operates in marine transportation, specifically bulk liquid products, and also has a distribution and services segment.
Kirby Corporation $KEX Shares Sold by Cwm LLC
Cwm LLC significantly reduced its stake in Kirby Corporation (KEX) by 86.7% in Q3, selling over 12,000 shares and retaining a small position. Insider selling was also notable, with the COO and VP selling a combined 21,558 shares. Despite this, Kirby has an average analyst rating of "Moderate Buy" with a target price of $128.17, driven by strong earnings and revenue growth.
BTIG Raises Price Target for Kirby (KEX) to $140, Maintains Buy Rating | KEX Stock News
BTIG has reiterated its Buy rating for Kirby (KEX) and increased its price target to $140 from $125, reflecting continued confidence in the company's performance. This adjustment follows several other positive analyst reports and price target raises from firms like Citigroup and Evercore ISI Group. Kirby, a tank barge operator and marine transportation services provider, currently has an average target price of $129.29 from seven analysts, suggesting a 3.99% upside from its current price.
Kirby Corporation $KEX Shares Purchased by State of Alaska Department of Revenue
The State of Alaska Department of Revenue significantly increased its stake in Kirby Corporation (NYSE: KEX) by 312.7%, acquiring an additional 19,705 shares, bringing its total holdings to 26,006 shares valued at $2.17 million. Kirby Corporation recently reported strong quarterly earnings, surpassing consensus estimates with $1.65 EPS and $871.16 million in revenue, and currently trades around $124 with a "Moderate Buy" consensus rating from analysts. Despite insider selling activity totaling $6.2 million over the last quarter, institutional investors maintain a substantial 96.15% ownership of the company's stock.
Kirby (NYSE:KEX) Given New $140.00 Price Target at BTIG Research
BTIG Research has increased its price target for Kirby (NYSE:KEX) to $140.00 from $125.00, maintaining a "buy" rating and suggesting a 12.6% upside. This follows several other analyst upgrades and comes after Kirby reported strong quarterly earnings, surpassing analyst estimates for both EPS and revenue. Despite recent insider share sales, institutional investors hold a significant majority of the company's stock.
Kirby stock price target raised to $140 from $125 at BTIG
BTIG has increased its price target for Kirby Corporation (NYSE:KEX) from $125 to $140, maintaining a Buy rating due to strong inland tank barge activity. This new target suggests potential upside from the current price of $124.32, which is close to its 52-week high. The company's robust financial performance, including $3.31 billion in revenue over the last year, further supports BTIG's outlook.
Kirby Corp stock hits 52-week high at 122.51 USD By Investing.com
Kirby Corp's stock has reached a 52-week high of $122.51, marking a 16.45% increase over the past year. Despite a "GOOD" financial health score and strong third-quarter earnings, InvestingPro data suggests the stock might be slightly overvalued, with a P/E ratio of 22.78 and a PEG ratio of 6.74. Wolfe Research also raised its price target for Kirby to $119 from $101, maintaining a Buy rating.
Kirby Corp stock hits 52-week high at 122.51 USD
Kirby Corp's stock recently hit a 52-week high of $122.51, marking a 16.45% increase over the past year. Despite a "GOOD" financial health score and surpassing analyst forecasts in Q3 2025 earnings, InvestingPro data indicates the stock might be slightly overvalued due to its P/E and PEG ratios. Wolfe Research also raised its price target for Kirby based on improved sequential Inland revenues and stable Coastal trends.
