Knife River stock on its own business profile. Nasdaq listing and roadbuilding scale.
Knife River Corp. (KNF) is a U.S.-listed construction materials company specializing in aggregates, ready-mix concrete, and asphalt, serving roadbuilding and infrastructure markets. Its shares trade on Nasdaq, and its business model is tied to public works, commercial building, and transportation spending. Investors track the company's performance through its cyclical materials portfolio and updates available on its investor relations site.
Knife River (KNF) director granted 197 phantom stock units tied to shares
Knife River Corp director Karen B. Fagg was granted 197.479 phantom stock units, which are economically equivalent to common shares and will be paid in cash upon the termination of her board service. Following this grant, Fagg holds a total of 1,259.138 phantom stock units and 33,317 direct common shares. The phantom units were valued at $89.25 each, linking her compensation to the company's stock performance without diluting actual ownership.
Form 4 Knife River Corp For: 1 July By Investing.com
This article from Investing.com announces the filing of a Form 4 by Knife River Corp for activity on July 1st. Form 4 filings typically disclose changes in ownership of company stock by insiders. The brief piece indicates that more information can be found within the linked article, though the content itself is minimal, primarily serving as a headline announcement.
Knife River reports steady demand, shares hold above recent lows
Knife River Corp is experiencing steady demand in U.S. construction materials, with public infrastructure projects driving robust activity, particularly in aggregates and ready-mix concrete. Despite a cautious second-quarter outlook, the company's NYSE-listed shares are consolidating above recent lows. Analysts generally hold neutral to positive views on the sector, noting resilient pricing power and the stabilizing influence of public infrastructure spending.
Enterprise value to revenue forward of Knife River Corporation – BIVA:KNF
This page provides financial data for Knife River Corporation (BIVA:KNF), specifically focusing on its enterprise value to revenue forward. The data is presented within the TradingView platform, which offers various financial tools and market information.
Knife River Jumps 7.4% Amid Sector-Wide Rally
Knife River Corporation (KNF) saw its stock price surge by 7.4% to $93.05, driven by a broad sector-wide rally in building materials stocks. This increase, supported by high trading volume, suggests investors view KNF as a preferred choice for capitalizing on renewed infrastructure spending expectations or other macroeconomic factors. The rally was primarily technical, with several peers also experiencing gains, indicating a shift in investor sentiment for the construction sector.
Knife River (KNF) Is Up 13.6% After Institutional Ownership Jumps And Earnings Improve Year Over Year
Knife River Corp (KNF) has seen a 13.6% stock increase following year-over-year growth in revenue and net profit, along with strong short-term trading momentum. The company has experienced a significant rise in institutional ownership, indicating large investors see value despite its moderate financial score. This development highlights confidence in Knife River's ability to leverage its infrastructure backlog and acquisition-led growth, though risks remain concerning funding and operational volatility.
Knife River Stock - Weekly review and sector backdrop for construction materials
This article provides a weekly review of Knife River (KNF) stock, a construction materials group with a market value of nearly $4.9 billion. It examines KNF's recent trading performance, its positioning within the construction materials sector, and the underlying business model. The review highlights the company's valuation, its focus on aggregates, ready-mix concrete, asphalt, and related services in North America, and the current sector drivers influencing investor focus.
Knife River (KNF) Is Up 13.6% After Institutional Ownership Jumps And Earnings Improve Year Over Year
Knife River Corp (KNF) recently reported year-over-year increases in revenue and net profit, with technical indicators suggesting favorable short-term trading momentum. Despite a weak overall financial score, institutional ownership has significantly increased, indicating large investors see value in its current position and prospects. This rise in institutional ownership, coupled with the company's focus on acquisition-led growth and higher debt, could amplify both upside from M&A and downside from integration costs or funding delays.
Top Knife River (KNF) Competitors 2026
MarketBeat compares Knife River (KNF) with five of its competitors: Eagle Materials (EXP), Martin Marietta Materials (MLM), MP Materials (MP), HudBay Minerals (HBM), and NexGen Energy (NXE). For each comparison, the article analyzes various factors such as earnings, profitability, risk, analyst recommendations, media sentiment, and institutional ownership to determine which stock might be a superior investment, providing a detailed breakdown of each company's financial metrics and market performance.
Knife River Corp (KNF) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Knife River Corp (KNF), highlighting its current valuation score, P/E ratio, and its ranking within the Construction Materials industry. It notes that key P/B, P/S, and P/CF data are not yet disclosed by the company. The report indicates a valuation score of 8.03, positioning KNF at 9th out of 15 companies in its sector.
Knife River Corp (KNF) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for Knife River Corp (KNF), categorizing its income by business segments and regions. For the specified period, contracting services public-sector made up the largest portion of revenue at 40.01%, followed by ready-mix concrete and aggregates. The total reported revenue for the United States was $1.20 billion.
Knife River Corp (KNF) Earnings Forecast: Future EPS & Revenue Growth Estimates
Knife River Corp (KNF) has an earnings forecast score of 8.00, placing it third in the Construction Materials industry. Analysts have an average price target of $95.00 for KNF, with a "Buy" trend based on 9 analysts. The company's expected revenue for the next quarter is $930.94 million, and its EPS for the next quarter is projected at $1.12.
Knife River Corp (KNF) Institutional Confidence
Knife River Corp (KNF) has an institutional shareholding score of 10.00, placing it first in the Construction Materials industry. Institutional ownership stands at 108.85%, reflecting a 12.22% increase quarter-over-quarter. Barrow Hanley is the largest institutional shareholder, holding 2.14 million shares, which accounts for 3.61% of outstanding shares.
Knife River Jumps 5.9% Amid Sector-Wide Rally
Knife River Corporation (KNF) saw its shares surge by 5.9% to $76.42 on Tuesday, driven by a broad sector-wide rally in building materials stocks. Other companies in the sector also experienced significant gains, suggesting institutional investor rotation or favorable macroeconomic factors influencing demand expectations. Investors are advised to monitor for continued momentum and further commentary from management or analysts to assess the rally's long-term viability.
Knife River Corporation (KNF) Gets a Hold from J.P. Morgan
J.P. Morgan analyst Adrian Huerta maintained a Hold rating on Knife River Corporation (KNF) with a price target of $95.00, following the company's shares closing at $78.54. Huerta has a strong track record in the Basic Materials sector, and TipRanks shows a Moderate Buy consensus for KNF with an average price target of $97.20. The report also highlights Knife River's recent quarterly revenue of $410.13 million, despite a GAAP net loss of $79.2 million.
Knife River Secures $895 Million Term Loan B Facility Repricing and Upsizing
Knife River Corporation, advised by Wachtell, Lipton, Rosen & Katz, has secured an $895 million Term Loan B facility repricing and upsizing. This financial maneuver, completed on May 15, 2026, involves an amendment to its credit agreement. Access to further details of this transaction requires a standard 1-year membership to the publication.
KNF News | KNIFE RIVER CORP (NYSE:KNF)
This article provides news and analysis for Knife River Corp (NYSE:KNF), including a stock price update and recent headlines. It highlights KNF's Q1 earnings beat on record backlog, strong Q4 results with a robust 2026 outlook, and mixed Q3 2025 results. An article also compares EMCOR Group (EME) with KNF and other construction peers.
Knife River Corp stock (US4989041072): Oppenheimer assumes coverage with USD 95 target
Oppenheimer has initiated coverage of Knife River Corp (KNF) with an Outperform rating and a target price of USD 95, aligning with the company's strong position in the US infrastructure and construction materials sector. Despite this positive analyst coverage, Knife River shares traded lower on the NYSE on May 29, 2026. The company specializes in supplying aggregates, asphalt, concrete, and contracting services, benefiting from US infrastructure spending and construction demand.
Will Knife River’s (KNF) Refinancing and Finance Shake-Up Recast Its Capital Structure Narrative?
Knife River Corporation (KNF) recently amended its Credit Agreement, increasing its term B loans by $400 million at a slightly lower interest rate, bringing the total to $895 million for refinancing and working capital. Concurrently, the company reorganized its finance leadership, appointing Peggy S. Rebstock as VP, Chief Accounting Officer and Controller, and Marney L. Kadrmas as SVP of Financial Strategy, to focus on capital structure and financial planning. This financial restructuring aims to support growth, acquisitions, and working capital, while modestly reshaping the company's near-term balance sheet risk.
Oppenheimer initiates Knife River stock coverage with Outperform rating
Oppenheimer has initiated coverage of Knife River Corp. (NYSE:KNF) with an Outperform rating and a price target of $95.00, citing expected near-term growth from public infrastructure funding and ongoing corporate initiatives. The firm believes the current valuation is appealing despite the stock appearing slightly overvalued relative to its fair value. This follows recent Q1 2026 earnings for Knife River, which showed strong revenue growth but an EPS shortfall, along with an amendment to its credit agreement and a new appointment to its executive team.
Knife River appoints Peggy S. Rebstock as chief accounting officer
Knife River Corporation has appointed Peggy S. Rebstock as vice president, chief accounting officer, and controller, effective Thursday. Rebstock, 53, previously served as the company's vice president of financial planning and analysis. Her compensation package includes an annual base salary of $320,000, eligibility for executive incentive compensation, and participation in the long-term incentive plan.
Knife River (KNF) director Patricia Chiodo receives 2,040 RSUs as board compensation
Knife River Corp director Patricia Chiodo was granted 2,040 Restricted Stock Units (RSUs) as part of her board compensation. These RSUs vest on the day before the company’s next annual meeting, provided she continues to serve on the board. Following this transaction, her direct holdings in Knife River total 5,553 shares.
Director receives 2,040 RSUs at Knife River (NYSE: KNF)
William J. Sandbrook, a director at Knife River Corp (NYSE: KNF), was granted 2,040 restricted stock units (RSUs) as compensation on May 20, 2026. These RSUs, which have no cash purchase price, will vest immediately before the company's next annual meeting, provided Sandbrook continues his service on the board. After this award, his direct holdings in Knife River common stock will total 7,735 shares.
Knife River (KNF) director receives 2,040 RSUs vesting before next annual meeting
Knife River Corp director Patricia L. Moss was granted 2,040 restricted stock units (RSUs) as compensation, reported at $0.00 per unit. These RSUs will vest immediately prior to the company's next annual meeting of stockholders, provided Moss continues her board service. Following this grant, Moss directly holds 31,874 shares or share-equivalent units.
Knife River (NYSE: KNF) promotes Peggy Rebstock and wins shareholder backing
Knife River Corporation announced the promotion of Peggy S. Rebstock to Vice President, Chief Accounting Officer and Controller, effective May 21, 2026, with an annual base salary of $320,000. Shareholders at the annual meeting on May 20, 2026, approved the election of two directors, advisory executive compensation, and the ratification of Deloitte & Touche LLP as the independent registered public accounting firm for 2026. These updates signal continuity in leadership and strong shareholder alignment with the company's governance and compensation practices.
Knife River (KNF) director Karen Fagg receives 2,380 restricted stock units award
Knife River Corp director Karen B. Fagg was granted 2,380 restricted stock units (RSUs) as disclosed in a Form 4 filing. These RSUs will vest immediately prior to the company's next annual stockholder meeting, contingent on her continued service on the board. Following this award, Karen Fagg directly holds 33,317 shares of Knife River common stock.
Donaldson Bros. RM, precast, aggregate operations join Knife River
Knife River Corp. has acquired the assets of Donaldson Bros. Ready Mix Inc. in Hamilton, Montana, expanding its presence in the Intermountain States. This acquisition includes a ready-mixed concrete plant, precast production, hardscapes, a retail center, and three aggregate sites, positioning Knife River in the growing Bitterroot Valley. It marks the third such addition this year, supporting Knife River's strategy for aggregates-based, vertically integrated opportunities in high-growth markets.
Knife River Drops 5.6% Amid Sector-Wide Selling
Knife River Corporation (NYSE:KNF) plunged 5.6% to $70.32 on May 19, 2026, as the broader building materials sector experienced a sharp downturn, indicating investor concerns about demand, input costs, or macroeconomic factors rather than company-specific issues. Despite the significant selloff, Knife River's decline was less severe than some of its peers, suggesting relative resilience. Investors are advised to monitor sector trends and economic data for further insights into this coordinated market movement.
According to documents submitted to the U.S. Securities and Exchange Commission, Knife River Corp has increased its revolving B loan facility by 400 millions dollars.
Knife River Corp has increased its revolving B loan facility by $400 million, as disclosed in documents submitted to the U.S. Securities and Exchange Commission. The company also managed to reduce the applicable interest rate margin on this loan by 0.25 percentage points. These financial maneuvers aim to optimize financing costs and improve the company's financial flexibility.
Knife River Expands Term B Loans to $895 Million, Cuts Margin in JPMorgan-Led Amendment
Knife River Corp (KNF) has amended its Credit Agreement, increasing its Term B loans by $400 million to a total of $895 million while simultaneously reducing the interest margin by 0.25%. These funds will be used for refinancing existing loans, repaying borrowings under the revolver, and for general working capital and corporate purposes. The agreement was made with JPMorgan Chase Bank and other lenders, becoming effective on May 15, 2026.
Knife River (NYSE: KNF) upsizes to $895M Term B loan at lower margin
Knife River Corporation (KNF) has upsized its Term B loan to $895 million by adding $400 million and simultaneously reduced the interest margin by 0.25%. The company plans to use the proceeds to refinance existing Term B loans, repay revolving credit facility borrowings, and fund working capital and general corporate purposes. The new 2026 Tranche B Term Loans bear interest at SOFR + 1.75% or an alternate base rate + 0.75%, maintaining largely similar terms to previous loans.
According to documents submitted to the U.S. Securities and Exchange Commission, Knife River Corp has increased its revolving B loan facility by 400 millions dollars.
Knife River Corp has increased its revolving B loan facility by $400 million, as reported in documents filed with the U.S. Securities and Exchange Commission. Concurrently, the company also succeeded in reducing the applicable interest rate margin for this loan portion by 0.25 percentage points. These financial adjustments aim to enhance the company's financial flexibility and optimize its financing costs.
T. Rowe Price (KNF) holds 4,497,266 shares, 7.9% stake in Knife River
T. Rowe Price Associates, Inc. has filed an amended Schedule 13G reporting a beneficial ownership of 4,497,266 shares, representing a 7.9% stake in Knife River Corp (KNF) as of March 31, 2026. The filing indicates T. Rowe Price holds sole voting power for 4,486,119 shares and sole dispositive power for all 4,497,266 shares, while also including a statement explicitly denying beneficial ownership. This disclosure clarifies a significant institutional position in Knife River, though it does not imply specific trading intentions.
Earnings call transcript: Knife River Q1 2026 EPS miss amid strong revenue growth
Knife River Corporation reported mixed Q1 2026 results, with a significant EPS miss of -1.4 against a forecast of -0.85, primarily due to geographic mix and un-processed materials mix despite overall 16% year-over-year revenue growth. The company reaffirmed its full-year guidance, anticipating trending towards the upper half of revenue and adjusted EBITDA ranges, driven by strong backlog, strategic acquisitions, and operational efficiencies. Management remains optimistic about continued growth through vertical integration, market expansion, and ongoing M&A in fragmented markets.
Earnings call transcript: Knife River Q1 2026 EPS miss amid strong revenue growth
Knife River Corporation reported mixed Q1 2026 results with a significant EPS miss of -1.4 against a forecast of -0.85, a deviation of 64.71%. Despite this, the company achieved strong revenue growth of 16% year-over-year, driven by acquisitions and increased volumes in aggregates and ready-mix. Knife River reaffirmed its full-year guidance, projecting continued revenue growth and strategic expansion, with a focus on leveraging vertical integration and dynamic pricing to manage costs and enhance profitability.
Earnings call transcript: Knife River Q1 2026 EPS miss amid strong revenue growth By Investing.com
Knife River Corporation reported mixed Q1 2026 results, missing EPS forecasts significantly with -1.4 against an expected -0.85, but achieving strong 16% year-over-year revenue growth to $410.1 million. The company's stock experienced initial pre-market optimism followed by a decline, indicating mixed investor sentiment. Leadership highlighted strategic acquisitions, vertical integration, and "Competitive EDGE" initiatives as key drivers for continued growth and reaffirmed its full-year guidance towards the upper half of its revenue and Adjusted EBITDA ranges.
Knife River Q1 Earnings Call Highlights
Knife River (KNF) reported a strong first quarter with significant increases in revenue and adjusted EBITDA, driven by higher activity across its markets and strategic acquisitions. The company’s volumes rose across core product lines like aggregates, ready-mix, and asphalt, while management reaffirmed its full-year guidance, expecting results to trend towards the upper half of its outlook. Knife River emphasized its growth strategy in midsize, high-growth markets, vertical integration, and margin improvement efforts, underscoring its financial health and capacity for future acquisitions.
Knife River’s Q1 Loss and Acquisition Pipeline Might Change The Case For Investing In KNF
Knife River Corporation reported increased revenue but a wider net loss in Q1 2026, alongside an active acquisition strategy to expand its vertically integrated footprint. The company's focus on disciplined M&A and record public infrastructure backlog are key to its investment narrative, though cost pressures and integration risks remain important watchpoints. Analysts anticipate significant revenue and earnings growth by 2029, projecting a 16% upside to its current price based on fair value estimates.
F m Investments LLC Raises Stake in Knife River Corporation $KNF
F m Investments LLC significantly increased its stake in Knife River Corporation (NYSE:KNF) by 19.2% in the fourth quarter, bringing its total holdings to 73,611 shares valued at approximately $5.18 million. Institutional investors collectively own about 80.11% of Knife River's stock, with several other firms also boosting their positions. This increase comes as Knife River reported better-than-expected quarterly results and analysts widely rate the stock as a "Moderate Buy."
Knife River Q1 2026 presentation: revenue jumps 16% amid expansion
Knife River Corporation reported a 16% year-over-year revenue increase to $410.1 million in Q1 2026, driven by strategic acquisitions and double-digit volume growth across core product lines. Despite the strong revenue, the company missed analyst EPS expectations, reporting -$1.40 against an anticipated -$0.85, causing a slight stock dip. Knife River reaffirmed its full-year guidance, emphasizing its vertically integrated model and growth in mid-sized, high-growth markets.
Knife River Corporation (NYSE:KNF) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Knife River Corporation (NYSE:KNF) has received a "Moderate Buy" consensus recommendation from brokerages, with an average one-year price target of $98. The company reported a 16% year-over-year revenue increase in Q1 and a record $1.2 billion backlog, contributing to a positive outlook. Despite a wider GAAP net loss, analysts remain optimistic, with several firms raising their price targets.
Knife River enters 2026 build season with $1.2B backlog after 3 deals
Knife River Corporation reported a strong start to 2026, with revenue increasing by 16% and adjusted EBITDA by 16% in the first quarter. The company completed three aggregates-based acquisitions, contributing to a record first-quarter backlog of $1.2 billion. Knife River reaffirmed its full-year 2026 financial guidance, anticipating profitable growth driven by strong demand and strategic acquisitions.
Assessing Knife River (KNF) Valuation After Higher Q1 Revenue And A Deeper Net Loss
Knife River (KNF) reported higher Q1 revenue of US$410.1 million but also a deeper net loss of US$79.2 million. Despite this, the stock has shown strong recent momentum with a 22.18% return over 30 days and a 23.95% return over 90 days. The fair value estimate is US$102.50, suggesting the stock is currently undervalued, bolstered by a significant $1.3 billion backlog tied to public infrastructure projects.
Knife River Shares Dropping 5.1% on Knife River Corporation Reports First Quarter 2026 Financial Results
Knife River Corporation's shares fell 5.1% to $85.72 following the release of its first-quarter 2026 financial results. The market reacted negatively, suggesting investor disappointment with the quarterly performance or guidance. Trading volume increased as investors responded to the earnings report, trimming the company's market capitalization to $4.9 billion amidst a complex operating environment for the building materials sector.
Knife River Corporation (NYSE:KNF) Q1 2026 Earnings Call Transcript
Knife River Corporation (NYSE:KNF) reported a strong start to 2026, exceeding Q1 earnings expectations with a 16% increase in revenue and adjusted EBITDA. The company attributes this performance to increased market activity, double-digit volume growth across product lines, and strategic acquisitions in Utah and Montana. Knife River expects to trend towards the upper half of its revenue and adjusted EBITDA guidance for the year, supported by a record $1.2 billion backlog and its vertically integrated business model.
Knife River (KNF) grows Q1 2026 sales but posts larger net loss
Knife River Corporation reported higher revenue and a larger net loss in Q1 2026, with sales increasing to $410.1 million but net loss widening to $79.2 million. The company's EBITDA improved to a loss of $35.4 million, driven by increased ready-mix concrete and aggregate volumes, including contributions from recent acquisitions. Knife River maintained a strong contracting backlog of $1.17 billion, with significant government funding for infrastructure supporting future revenue.
Knife River Shares Dropping 5.1% on Knife River Corporation Reports First Quarter 2026 Financial Results
Knife River Corporation's shares dropped 5.1% to $85.72 following the release of its first quarter 2026 financial results, which seemingly disappointed investors. The building materials company's stock decline occurred on high trading volume, trimming its market capitalization to $4.9 billion, as the market reacted negatively to the quarterly performance or provided guidance. Investors are now watching for management's commentary on demand trends, pricing power, and updated full-year guidance to assess the company's outlook.
Knife River reports ‘good start to 2026’
Knife River Corp. reported a strong start to 2026, with aggregate volumes up 26.1% and revenue in its construction materials business increasing by 22.9%. The company's president and CEO, Brian Gray, highlighted a 16% improvement in overall revenue and adjusted EBITDA, attributing the success to volume increases, reduced per-unit costs, and recent acquisitions. Knife River expects continued profitable growth with mid-single digit increases in aggregate volumes and pricing, supported by a record first-quarter backlog of $1.2 billion.
Knife River (NYSE: KNF) grows Q1 2026 sales 16% and sets $3.3–3.5B outlook
Knife River Corporation reported a 16% increase in Q1 2026 revenue, reaching $410.1 million, despite widening its net loss to $79.2 million. The company's Adjusted EBITDA loss improved to $31.8 million, and it completed three acquisitions while achieving a record first-quarter backlog of $1.2 billion. For the full year 2026, Knife River forecasts revenue between $3.3 billion and $3.5 billion and Adjusted EBITDA between $520 million and $560 million.
