Knife River
About: Knife River Holding Co is an aggregates-led construction materials and contracting services provider. Its segments include Pacific, Northwest, Mountain, North Central, South, and Energy Services. Each geographic segment offers a vertically integrated suite of products and services, including aggregates, ready-mix concrete, asphalt, and contracting services, while the Energy Services segment, which has locations throughout the company's geographic footprint, produces and supplies liquid asphalt and related services, for use in asphalt road construction, and is a supplier to some of the other segments.
Employees: 4,761
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
526% more call options, than puts
Call options by funds: $6.78M | Put options by funds: $1.08M
54% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 39
3.41% more ownership
Funds ownership: 87.44% [Q4 2024] → 90.85% (+3.41%) [Q1 2025]
3% more funds holding
Funds holding: 416 [Q4 2024] → 427 (+11) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 144
12% less capital invested
Capital invested by funds: $5.28B [Q4 2024] → $4.64B (-$645M) [Q1 2025]
80% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 1 (-4) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$114
41%
upside
Avg. target
$117
45%
upside
High target
$120
49%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
DA Davidson Brent Thielman | 49%upside $120 | Buy Maintained | 10 Jun 2025 |
Wells Fargo Gabe Hajde | 41%upside $114 | Overweight Maintained | 13 May 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
Knife River Corporation (KNF) Q1 2025 Earnings Call Transcript
Knife River Corporation (NYSE:KNF ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Nathan Ring - Vice President & Chief Financial Officer Brian Gray - President & Chief Executive Officer Conference Call Participants Brent Thielman - D.A. Davidson Trey Grooms - Stephens Kathryn Thompson - Thompson Research Group Garik Shmois - Loop Capital Ian Zaffino - Oppenheimer Gabe Hajde - Wells Fargo Operator Good morning, ladies and gentlemen, and welcome to the Knife River Corporation First Quarter 2025 Results Conference Call.
Negative
Zacks Investment Research
1 month ago
Knife River (KNF) Reports Q1 Loss, Tops Revenue Estimates
Knife River (KNF) came out with a quarterly loss of $1.21 per share versus the Zacks Consensus Estimate of a loss of $0.89. This compares to loss of $0.84 per share a year ago.
Neutral
Business Wire
1 month ago
Knife River Corporation Reports First Quarter 2025 Financial Results
BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-led, vertically integrated construction materials and contracting services company, today announced financial results for the first quarter ended March 31, 2025. PERFORMANCE SUMMARY Three Months Ended March 31, (In millions, except per share) 2025 2024 % Change Revenue $ 353.5 $ 329.6 7 % Net loss $ (68.7 ) $ (47.6 ) (44 )% Net loss margin (19.4 )% (14.5 )% Adjusted EBITDA $ (38.0 ) $.
Negative
Zacks Investment Research
1 month ago
Analysts Estimate Knife River (KNF) to Report a Decline in Earnings: What to Look Out for
Knife River (KNF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
1 month ago
Knife River Names Stevens Chief People Officer; Christenson Retires After 47-Year Career
BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF) announced today that Sarah L. Stevens has been promoted to Vice President and Chief People Officer. Stevens is succeeding Vice President of Administration Nancy K. Christenson, who has retired after 47 years with the company. “Nancy's professionalism, work ethic and expertise have been invaluable to Knife River for nearly five decades,” said Knife River President and CEO Brian Gray. “More than that, she has embodied what it me.
Neutral
Business Wire
2 months ago
Knife River Corporation Announces First Quarter 2025 Results Conference Call
BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-led, vertically integrated construction materials and contracting services company, will host its first quarter 2025 earnings conference call at 11 a.m. EDT Tuesday, May 6, 2025. Financial results for the quarter will be released that morning before the NYSE market opens. A live webcast of the call, along with presentation slides, will be available in the Investors section of the Knife River website at investors.
Positive
Zacks Investment Research
2 months ago
HCMLY or KNF: Which Is the Better Value Stock Right Now?
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Holcim Ltd Unsponsored ADR (HCMLY) and Knife River (KNF). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
Seeking Alpha
2 months ago
Knife River: It's Not Time To Turn Bearish Just Yet
Knife River Corporation has significantly outperformed the market, with a 16.8% stock increase since July 2024 and a 78.8% rise since October 2023. Despite mixed volume results, revenue and gross profit have surged due to higher pricing in aggregates, ready-mix concrete, and asphalt. Its recent acquisition of Strata Corporation and strong public spending forecasts support continued growth, justifying a maintained 'buy' rating for now.
Neutral
Business Wire
3 months ago
Knife River Completes Acquisition of Strata Corporation
BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF) announced today that it has completed its previously announced acquisition of Strata Corporation, a leading construction materials and contracting services provider in North Dakota and northwestern Minnesota. The purchase price was $454 million, reflecting a multiple of approximately 9 times Strata's projected 2025 EBITDA. Strata is an aggregates-led, vertically integrated company that employs over 900 team members during peak.
Neutral
Seeking Alpha
4 months ago
Knife River Corporation (KNF) Q4 2024 Earnings Call Transcript
Knife River Corporation (NYSE:KNF ) Q4 2024 Earnings Conference Call February 13, 2025 11:00 AM ET Company Participants Nathan Ring - Vice President & Chief Financial Officer Brian Gray - President & Chief Executive Officer Conference Call Participants Brent Thielman - D.A. Davidson Kathryn Thompson - Thompson Research Group Trey Grooms - Stephens Garik Shmois - Loop Capital Isaac Sellhausen - Oppenheimer Operator Good morning, ladies and gentlemen, and welcome to the Knife River Corporation Fourth Quarter and Full Year 2024 Results Conference Call.
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