Knowles (KN)

• Market cap: $1.38B
• 1 day: -1.50%
• 5 days: 4.93%
• 1 month: 3.55%
• 3 months: -16.94%
• 6 months: -10.11%
• Year to date: -21.34%
• 1 year: -0.57%
• 5 years: 1.22%
• 10 years: -17.89%
• Sector: Technology
• Industry: Electronic Components

About: Knowles Corp is engaged in the manufacturing of micro-acoustic microphones and balanced armature speakers, audio solutions, high-performance capacitors, and radio frequency filtering products. It operates in two segments; the Precision Devices segment specializes in the design and delivery of high-performance capacitor products and RF solutions; and Medtech & Specialty Audio segment designs and manufactures microphones and balanced armature speakers used in applications. The majority of its revenue comes from the Precision Devices. Geographically, it operates in United States, Asia, Other Americas, Europe and Others, out of which United States generates maximum revenue.

Employees: 5,500

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

129% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $600K

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

12% more capital invested

Capital invested by funds: $1.58B [Q3] → $1.77B (+$184M) [Q4]

5% more funds holding

Funds holding: 213 [Q3] → 223 (+10) [Q4]

1.28% more ownership

Funds ownership: 99.46% [Q3] → 100.74% (+1.28%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $22 40% upside
• Avg. target: $22 40% upside
• High target: $22 40% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Baird Tristan Gerra 8% 1-year accuracy 2 / 25 met price target

40% upside $22

Outperform Maintained

25 Apr 2025