Knife River Corp SEC 10-K Report
Knife River Corp (KNF) has released its 2025 10-K report, highlighting a 9% revenue increase to $3,146.0 million due to acquisitions and price hikes, despite a decline in net income and operating income. The report details the company's financial performance across its West, Mountain, Central, and Energy Services segments, strategic initiatives focused on acquisitions, and an optimistic future outlook based on strong public funding for infrastructure. The company also addresses challenges like public-sector dependency, supply chain disruptions, and commodity/interest rate risks, outlining management strategies to mitigate these issues.
Analysts Are Bullish on These Materials Stocks: IAMGOLD (IAG), Knife River Corporation (KNF)
BMO Capital analyst Matt Murphy maintained a Buy rating on IAMGOLD (IAG) and set a price target of C$36.00. B. Riley Securities analyst Rohit Seth maintained a Buy rating on Knife River Corporation (KNF) and set a price target of $92.00, with RBC Capital also maintaining a Buy rating and a $109.00 price target. Both companies received bullish sentiments from analysts in the Materials sector.
DA Davidson raises Knife River stock price target on improved results
DA Davidson has increased its price target for Knife River Corp. (NYSE:KNF) to $105 from $95, maintaining a Buy rating, following strong Q4 results and 2026 guidance. The stock has seen significant gains recently, trading at $92.50. Another firm, Stephens, also raised its target to $105 due to exceeding expectations in earnings and revenue.
Knife River Corporation (NYSE:KNF) Q4 2025 earnings call transcript
This is the Q4 2025 earnings call transcript for Knife River Corporation (NYSE:KNF). The transcript would contain detailed discussions about the company's financial performance, operational achievements, and future outlook for the fourth quarter of 2025. It serves as a comprehensive record of the executive team's commentary and responses to analyst questions regarding the company's results.
Stephens raises Knife River stock price target on strong volumes
Stephens has increased its price target for Knife River Corp. (NYSE:KNF) to $105 from $86, maintaining an Overweight rating, following strong fourth-quarter results driven by robust volumes and solid pricing in aggregates and ready-mix concrete. The company's adjusted EBITDA margin exceeded expectations, and its 2026 sales and EBITDA guidance also surpassed forecasts. Knife River's strong performance was further supported by mid-single-digit growth projections for aggregates and mid-teens growth for ready-mix concrete, partly due to the Texcrete acquisition.
Knife River Corporation (NYSE:KNF) Q4 2025 Earnings Call Transcript
Knife River Corporation reported strong Q4 and full-year 2025 results, exceeding earnings expectations with a reported EPS of $0.56 against an expected $0.41. The company achieved its most profitable year ever, growing adjusted EBITDA by 7% to $497 million, completing five acquisitions, and enhancing its competitive edge initiatives. Looking ahead to 2026, Knife River forecasts consolidated revenue between $3.3 billion and $3.5 billion and adjusted EBITDA between $520 million and $560 million, driven by strategic growth, robust backlog, and ongoing operational improvements, particularly in aggregates and vertically integrated operations.
Knife River (KNF) Is Up 17.9% After Q4 Beat And Higher 2026 Revenue Guidance - What's Changed
Knife River Corporation (KNF) reported a strong Q4 and full-year 2025, with revenues exceeding expectations and net income reaching US$32 million and US$157.1 million respectively. The company also issued higher 2026 revenue guidance of US$3.30 billion to US$3.50 billion, indicating confidence in its project pipeline, though future performance is still heavily tied to public infrastructure funding. While the updated guidance is positive, investors should remain aware of potential risks related to reliance on public budgets and bid timing.
Knife River: Q4 Earnings Snapshot
Knife River Corp. reported strong fourth-quarter earnings and revenue, surpassing Wall Street expectations. The company posted net income of $32 million, or 56 cents per share, on revenue of $755.1 million. For the full year, Knife River achieved $157.1 million in profit and $3.15 billion in revenue, projecting 2026 revenue between $3.3 billion and $3.5 billion.
Knife River tops Q4 estimates; shares tick higher
The article reports that Knife River (NYSE: KNF) exceeded its Q4 estimates, leading to a rise in its stock shares. The company's performance has positively impacted its market valuation.
Knife River Corporation Q4 2025 Revenue Rises 15% With 2026 Guidance Outlook
Knife River Corporation reported a 15% year-over-year revenue increase to $755.1 million in Q4 2025, with full-year 2025 revenue up 9% to $3,146.0 million, driven by pricing strength, volume growth, and acquisitions. The company provided 2026 revenue guidance of $3,300 million to $3,500 million and Adjusted EBITDA guidance of $520 million to $560 million, anticipating growth across its aggregates, ready-mix, and asphalt segments. Shares traded near $80.77 following the announcement, reflecting market evaluation of its performance and outlook in the construction materials industry.
Knife River Corporation to Announce Q4 2025 Results Amid Anticipation
Knife River Corporation's stock has risen by 16.34% ahead of its Q4 and full-year 2025 earnings call, driven by market innovations and positive investor sentiment. The company plans to host a live webcast with detailed presentations, which investors anticipate will provide critical insights into its performance and future strategic direction. While the company reported mixed results with modest dips in quarterly metrics, its gross margins remained strong and its valuation measures suggest potential for growth if the upcoming results show improved profitability.
Earnings Recap: Watsco, Fluor, and Knife River Report Q4 Results
This article summarizes the Q4 earnings reports for Watsco, Fluor, and Knife River. Watsco and Fluor missed analyst expectations, with Watsco facing revenue decreases and Fluor focusing on asset monetization. In contrast, Knife River exceeded expectations with significant revenue growth and strategic acquisitions, positioning it for continued strong performance in 2026.
Knife River: Fourth Quarter Earnings Overview
Knife River Corp. announced robust fourth-quarter results, exceeding analyst expectations with a net income of $32 million and earnings per share of 56 cents. The company also surpassed revenue forecasts, reporting $755.1 million for the quarter. For the full fiscal year, Knife River achieved $157.1 million in profit and projects future revenues between $3.3 billion and $3.5 billion.
Knife River beats on fourth quarter earnings, shares edge higher
Knife River Corporation reported better-than-expected fourth-quarter results, with earnings per share of $0.56 and revenue of $755.1 million, surpassing analyst estimates. This strong performance, attributed to favorable weather and strategic acquisitions, led to a 0.17% rise in after-hours trading. The company also provided optimistic 2026 guidance, projecting revenue between $3.3-3.5 billion and adjusted EBITDA of $520-560 million.
Knife River Corporation Reports Fourth Quarter and Full-Year 2025 Financial Results
Knife River Corporation (NYSE: KNF) announced strong fourth quarter and full-year 2025 financial results, including a 15% revenue increase and 47% adjusted EBITDA improvement in Q4. The company completed five acquisitions in 2025, ended the year with a record $1 billion backlog, and issued positive guidance for full-year 2026, anticipating continued growth in volumes and pricing for its materials. These results are driven by strategic initiatives, operational optimization, and strong public funding for infrastructure projects.
Knife River: Q4 Earnings Snapshot
Knife River Corp. (KNF) reported strong fourth-quarter results, with earnings of $32 million and net income of 56 cents per share, exceeding analyst expectations of 41 cents per share. The construction materials company also surpassed revenue forecasts, posting $755.1 million against an expected $721.4 million. For the full year, Knife River achieved $157.1 million in profit and $3.15 billion in revenue, and anticipates future annual revenue between $3.3 billion and $3.5 billion.
Earnings Flash (KNF) Knife River Corporation Reports Q4 Revenue $755.1M, vs. FactSet Est of $726.0M
Knife River Corporation (KNF) announced Q4 revenue of $755.1 million, surpassing FactSet's estimate of $726.0 million. The company also initiated its 2026 revenue guidance, expecting a range of $3.30 billion to $3.50 billion, which is higher than FactSet's estimate of $3.29 billion. Additionally, Knife River reported Q4 EPS of $0.56, exceeding the FactSet estimate of $0.40.
Knife River: Q4 Earnings Snapshot
Knife River Corp. reported strong fourth-quarter earnings, with net income of $32 million and 56 cents per share, surpassing Wall Street expectations. The construction materials company also exceeded revenue forecasts, posting $755.1 million in the quarter. For the full year, Knife River reported a profit of $157.1 million on revenue of $3.15 billion and expects revenues between $3.3 billion to $3.5 billion for the current year.
Knife River earnings in focus: Can margin recovery take hold?
Knife River Corp. is set to announce its Q4 and full-year 2025 earnings, with investors keenly watching for signs of margin recovery after a challenging year. Analysts expect $0.41 EPS on $651 million revenue, and the company's margin compression is a key focus for investors to determine if it's a temporary or structural issue. The report is crucial for management to demonstrate that 2025's setbacks are overcome and that Knife River is poised to narrow the valuation gap with industry leaders.
Freemont Management S.A. Sells 88,200 Shares of Knife River Corporation $KNF
Freemont Management S.A. significantly reduced its holdings in Knife River Corporation (NYSE:KNF), selling 88,200 shares in Q3, representing an 88.2% reduction. Despite this, other institutions like Diamond Hill Capital Management Inc. increased their stakes, and 80.11% of the stock is held by institutional investors. Analysts maintain a "Moderate Buy" consensus rating with a target price of $95.71, while the stock currently trades around $81.45.
Knife River Corporation $KNF Shares Purchased by Principal Financial Group Inc.
Principal Financial Group Inc. increased its stake in Knife River Corporation (NYSE:KNF) by 15.5%, acquiring an additional 24,287 shares and bringing its total holdings to 180,906 shares valued at approximately $13.9 million. Other significant institutional investments were made by Baillie Gifford & Co. and Norges Bank, with institutional investors now owning about 80.11% of the company's stock. Analysts have a "Moderate Buy" rating for Knife River with a consensus target price of $95.71.
Diamond Hill Capital Management Inc. Buys 135,194 Shares of Knife River Corporation $KNF
Diamond Hill Capital Management Inc. significantly increased its stake in Knife River Corporation ($KNF) by 158.5% in the third quarter, purchasing an additional 135,194 shares. This acquisition brings their total holdings to 220,512 shares, valued at approximately $16.95 million. The article highlights strong institutional interest in Knife River, with several other firms also augmenting their positions, and notes that analysts maintain a "Moderate Buy" rating for the stock with an average target price of $95.71.
Thrivent Financial for Lutherans Acquires 14,253 Shares of Knife River Corporation $KNF
Thrivent Financial for Lutherans increased its stake in Knife River Corporation ($KNF) by 21.3%, acquiring an additional 14,253 shares to hold a total of 81,315 shares valued at approximately $6.25 million. This move is part of broader institutional interest in Knife River, which has an 80.11% institutional ownership, with other significant investors also increasing their positions. Analysts generally have a "Moderate Buy" rating for the stock, with an average target price of $95.71.
Council accepts Knife River bid for Highline Road El Rancho intersection and signal project
The Council has accepted Knife River Corporation's bid of $1,433,303 for the Highline Road Phase 1 El Rancho intersection and signal improvement project. This project includes constructing a traffic signal with dedicated turn lanes, widening Highline Road, installing storm drainage, and updating pedestrian facilities for ADA compliance. It is fully funded by a $2,000,000 Idaho Transportation Department grant, requiring no local matching funds.
Universal Beteiligungs und Servicegesellschaft mbH Reduces Stock Holdings in Knife River Corporation $KNF
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Knife River Corporation (NYSE:KNF) by 68.9% in the third quarter, while several other institutional investors increased their positions. Despite this reduction, institutional investors collectively own approximately 80.11% of the company. Knife River reported strong Q3 earnings, beating EPS estimates, and holds a "Moderate Buy" analyst rating with an average price target of $95.71.
Knife River Corp: Calm Surface, Quiet Accumulation – What KNF’s Trading Tape Really Signals
Knife River Corp (KNF) shares have entered a low-volume consolidation phase, marked by modest pullbacks recently, though long-term investors still enjoy strong gains since its spin-off. Wall Street holds a neutral to cautiously optimistic view, with future performance tied to infrastructure spending and margin execution rather than dramatic headlines. The company's vertically integrated operations and strategic focus on key U.S. regions position it to convert favorable demand into consistent earnings, assuming effective cost control and capital discipline.
Knife River Corp: Calm Surface, Quiet Accumulation – What KNF’s Trading Tape Really Signals
Knife River Corp's stock has entered a period of low-volume consolidation, with modest pullbacks recently, though long-term holders still retain significant gains since its spin-off. Wall Street holds a cautious-to-optimistic view, with catalysts focused on infrastructure spending and margin execution, suggesting that future performance will depend on the company's ability to convert its operations into consistent free cash flow. The article notes that the stock is in a "news-light" environment, causing market attention to shift from dramatic announcements to underlying cyclical trends, with analysts looking for proof of sustained profitability.
Texcrete deal extends Knife River’s Lone Star State footprint
Knife River Corp. has acquired Texcrete Operations LLC and TexAgg LLC, expanding its presence in Texas. This acquisition aligns with Knife River's strategy of focusing on vertically integrated operations in high-growth markets and is expected to leverage existing aggregate operations and balance seasonality. The deal includes one sand and six ready-mixed plants, along with an 85-mixer fleet, strategically positioning Knife River to support larger infrastructure projects in the region.
Headland Capital Fully Exits Knife River Position
Headland Capital has fully exited its position in Knife River (KNF), selling all 63,636 shares for approximately $4.89 million, indicating a cautious outlook. This move comes as Knife River's shares have underperformed the S&P 500 significantly, despite reporting record third-quarter revenue, due to margin pressures and the need for flawless execution to drive future growth. Analysts have mixed views, with some lowering price targets while others initiate buy ratings, emphasizing the company's strong backlog and potential mispricing.
Analysts Offer Insights on Materials Companies: Knife River Corporation (KNF), Algoma Steel Group (ASTL) and Steel Dynamics (STLD)
This article summarizes recent analyst ratings for three materials companies: Knife River Corporation (KNF), Algoma Steel Group (ASTL), and Steel Dynamics (STLD). Knife River received a "Hold" rating from Wells Fargo, with a "Moderate Buy" consensus from other analysts. Algoma Steel Group was rated "Buy" by Stifel Nicolaus, while Steel Dynamics also maintained a "Buy" rating from Jefferies and received an upgrade to "Buy" from TipRanks – OpenAI.
Knife River Corporation Announces Fourth Quarter and Full-Year 2025 Results Conference Call
Knife River Corporation (NYSE: KNF) will host its fourth quarter and full-year 2025 earnings conference call on Tuesday, Feb. 17, 2026, at 11 a.m. EST. Financial results will be released earlier that morning. A live webcast and presentation slides will be available in the Investors section of the company's website.
Knife River Corporation (NYSE:KNF) Given Consensus Recommendation of "Moderate Buy" by Analysts
Ten analysts have issued a "Moderate Buy" consensus recommendation for Knife River Corporation (NYSE:KNF), with an average 12-month price target of $96.57. Institutional investors hold approximately 80.11% of KNF's stock, with significant new and increased stakes from firms like Baillie Gifford and State Street. The company recently exceeded EPS consensus estimates, reporting $2.52 against $2.45, though revenue slightly missed expectations.
Analysts Have Conflicting Sentiments on These Materials Companies: Equinox Gold (EQX) and Knife River Corporation (KNF)
This article discusses conflicting analyst sentiments on two materials companies: Equinox Gold (EQX) and Knife River Corporation (KNF). Stifel Nicolaus maintained a Buy rating for Equinox Gold, while J.P. Morgan maintained a Hold rating for Knife River Corporation. The article provides price targets and analyst consensus for both stocks.
Knife River Corporation Announces Fourth Quarter and Full-Year 2025 Results Conference Call
Knife River Corporation (NYSE: KNF) announced it will host its fourth quarter and full-year 2025 earnings conference call on Tuesday, February 17, 2026, at 11 a.m. EST. Financial results will be released earlier that morning, and a live webcast with presentation slides will be available on the company's investor relations website.
Knife River sets Feb. 17 call to detail 2025 earnings results
Knife River Corporation (NYSE: KNF) will host its fourth quarter and full-year 2025 earnings conference call on Tuesday, February 17, 2026, at 11 a.m. EST. Financial results will be released earlier that morning. A live webcast and presentation slides will be available on the company's investor relations website, and dial-in details are provided for live participation.
Baillie Gifford & Co. Takes Position in Knife River Corporation $KNF
Baillie Gifford & Co. has acquired a significant new position in Knife River Corporation (NYSE:KNF), purchasing over 2.19 million shares valued at approximately $169 million. This investment makes Baillie Gifford & Co. a 3.88% owner of Knife River. The company's stock has seen a recent dip, but analysts maintain an average "Moderate Buy" rating with a target price of $96.57, despite mixed quarterly results that beat EPS estimates but slightly missed revenue projections.
Knife River raising the bar on workforce training
Knife River Corp. has established a state-of-the-art training center in Albany, Oregon, transforming a former mining operation into a comprehensive facility for construction materials and contracting services. The center, which opened in 2022, features an 80,000-sq.-ft. dome, mock urban environments, and advanced classrooms, allowing for year-round, hands-on training for operators, drivers, and management. Knife River aims to elevate industry training standards and promote construction as a desirable career path.
Knife River Corporation $KNF Shares Purchased by Register Financial Advisors LLC
Register Financial Advisors LLC significantly increased its stake in Knife River Corporation (NYSE:KNF) by 117.8% in Q3, now owning 36,115 shares valued at $2.78 million. Knife River surpassed EPS estimates but missed revenue in its recent quarter, with analysts predicting 4.11 EPS for the current year. The company holds a "Moderate Buy" consensus rating among analysts, with a target price of $96.57, despite mixed individual ratings.
B.Riley initiates Knife River stock with Buy rating, sets $92 price target
B.Riley has initiated coverage on Knife River Corp. (NYSE:KNF) with a Buy rating and a $92 price target, representing a 15% upside from its current price. The firm believes the stock's recent de-rating is an unwarranted discount, attributing margin compression to temporary issues. Knife River has also reported strong Q3 2025 earnings and secured a significant contract in Texas.
B.Riley initiates Knife River stock with Buy rating, sets $92 price target
B.Riley has initiated coverage on Knife River Corp. (NYSE: KNF) with a Buy rating and a $92 price target, indicating a 15% upside from its current trading price of $80.24. The firm believes the stock is currently undervalued by approximately 25% compared to peers, attributing its recent margin compression to temporary factors rather than a loss of pricing power. Knife River, a vertically integrated construction materials company with $3.05 billion in revenue and $463 million EBITDA over the last twelve months, is expected to see EBITDA margin expansion by 2027 as conditions normalize and strategic initiatives take effect.
Assessing Knife River (KNF) Valuation After Wells Fargo Downgrade And Higher Price Target
Wells Fargo downgraded Knife River (KNF) to Equal-Weight but also raised its price target to $81, bringing the stock's valuation into focus. While Simply Wall St's narrative suggests KNF is 17.1% undervalued with a fair value of $96.80, its current P/E ratio of 30.7x is significantly higher than industry averages. Investors need to consider if Knife River's future earnings growth justifies its premium valuation, especially given risks like reliance on public infrastructure funding and weather disruptions.
Knife River (NYSE:KNF) Rating Increased to Hold at Wall Street Zen
Wall Street Zen upgraded Knife River (NYSE:KNF) from a "sell" to a "hold" rating following a research report issued on Saturday. This update joins other analyst activities, including RBC trimming its price target, while Wells Fargo and UBS upgraded the stock, and JPMorgan initiated neutral coverage. With a consensus "Moderate Buy" rating and a price target of $96.33, Knife River's stock performance shows a 52-week range of $58.72–$108.83 and a market capitalization of $4.10 billion.
Knife River outlines $3B-$3.2B 2025 revenue guidance amid record backlog and acquisition strategy
Knife River (KNF) has provided strong revenue guidance for 2025, projecting $3 billion to $3.2 billion, supported by a record backlog and an aggressive acquisition strategy. The company’s focus on infrastructure projects and operational efficiencies is expected to drive this growth, following a solid performance in 2023 and ongoing M&A activities.
Knife River Corporation (NYSE:KNF) Given Average Rating of "Moderate Buy" by Analysts
Knife River Corporation (NYSE:KNF) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month target price of $96.33. The company recently exceeded quarterly EPS estimates, reporting $2.52 against an expected $2.45 on $1.20 billion revenue. Shares opened at $70.42, and analysts project full-year EPS to be around $4.11.
Voya Investment Management LLC Trims Holdings in Knife River Corporation $KNF
Voya Investment Management LLC significantly reduced its stake in Knife River Corporation by 96.3% in Q3, selling over 270,000 shares and retaining a holding valued at $802,000. Despite this, other institutional investors have increased their positions. Analyst ratings are mixed but generally lean towards a "Moderate Buy" with an average target price of $96.33.
Moody Aldrich Partners LLC Trims Position in Knife River Corporation $KNF
Moody Aldrich Partners LLC has reduced its stake in Knife River Corporation (NYSE:KNF) by 36.1% during the third quarter, now owning 52,176 shares valued at $4.01 million. This reduction comes amidst varied analyst ratings, with some lowering price targets even as the consensus remains a "Moderate Buy" with an average target of $96.33. Knife River's shares opened at $70.42, well below its one-year high, despite the company slightly beating EPS estimates but missing revenue forecasts in its latest quarterly report.
Knife River Corporation $KNF Shares Sold by Harbor Capital Advisors Inc.
Harbor Capital Advisors Inc. significantly reduced its stake in Knife River Corporation ($KNF) by selling 89.3% of its shares, decreasing its holdings to 4,402 shares valued at $338,000. Conversely, several other institutional investors, including Norges Bank, Ameriprise Financial, Raymond James Financial, Franklin Resources, and Boston Partners, either initiated new positions or substantially increased their holdings in KNF. Analysts have a "Moderate Buy" rating for Knife River, with an average price target of $96.33, while the stock currently trades around $72.64.
Congress Asset Management Co. Purchases 21,736 Shares of Knife River Corporation $KNF
Congress Asset Management Co. recently increased its stake in Knife River Corporation ($KNF) by 2.9%, acquiring an additional 21,736 shares and bringing its total holdings to 766,403 shares valued at approximately $58.9 million. This increase reflects continued institutional interest in Knife River, a company that recently beat EPS estimates but slightly missed revenue forecasts. Analysts maintain a "Moderate Buy" consensus rating for KNF with an average target price of $96.33.
Thrivent Financial for Lutherans Has $5.48 Million Stock Holdings in Knife River Corporation $KNF
Thrivent Financial for Lutherans significantly increased its stake in Knife River Corporation (NYSE:KNF) by 32.9% in the second quarter, bringing its total holdings to 67,062 shares valued at approximately $5.48 million. This move is part of a broader trend of institutional investment in KNF, with overall institutional ownership now standing at 80.11%. Despite mixed analyst ratings, the company reported a strong EPS beat and has a consensus "Moderate Buy" rating with a target price of $96.33.
Knife River Expands in Texas With Texcrete Acquisition
Knife River Corporation has acquired Texcrete Operations LLC and TexAgg LLC, known collectively as Texcrete, expanding its presence in the high-growth Texas Triangle region. This acquisition adds six ready-mix concrete plants, 85 ready-mix trucks, and a sand and gravel site with over 20 years of aggregate reserves, strengthening Knife River's vertically integrated materials platform in Central Texas. The deal enhances Knife River's long-term supply position, supports future infrastructure and construction projects, and helps balance the seasonality of its northern markets.
