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 7,433 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
67% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $1.08M
2.32% more ownership
Funds ownership: 90.94% [Q1] → 93.25% (+2.32%) [Q2]
5% less funds holding
Funds holding: 428 [Q1] → 406 (-22) [Q2]
7% less capital invested
Capital invested by funds: $4.64B [Q1] → $4.31B (-$330M) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 151
18% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 57
100% less funds holding in top 10
Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$97
8%
upside
Avg. target
$115
28%
upside
High target
$129
43%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Gabe Hajde | 8%upside $97 | Overweight Maintained | 11 Aug 2025 |
RBC Capital Anthony Codling | 43%upside $129 | Outperform Initiated | 16 Jun 2025 |
DA Davidson Brent Thielman | 33%upside $120 | Buy Maintained | 10 Jun 2025 |
Financial journalist opinion
Based on 5 articles about KNF published over the past 30 days
Positive
Zacks Investment Research
2 weeks ago
NWPX vs. KNF: Which Stock Is the Better Value Option?
Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of NWPX Infrastructure (NWPX) and Knife River (KNF). But which of these two stocks is more attractive to value investors?
Neutral
Seeking Alpha
2 weeks ago
Knife River Corporation (KNF) Q2 2025 Earnings Call Transcript
Knife River Corporation (NYSE:KNF ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Brian R. Gray - CEO, President & Director Nathan W.
Negative
Zacks Investment Research
3 weeks ago
Knife River (KNF) Misses Q2 Earnings and Revenue Estimates
Knife River (KNF) came out with quarterly earnings of $0.89 per share, missing the Zacks Consensus Estimate of $1.27 per share. This compares to earnings of $1.37 per share a year ago.
Neutral
Business Wire
3 weeks ago
Knife River Corporation Reports Second 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 second quarter ended June 30, 2025. PERFORMANCE SUMMARY Three Months Ended June 30, (In millions, except per share) 2025 2024 % Change Revenue $ 833.8 $ 806.9 3 % Net income $ 50.6 $ 77.9 (35 )% Net income margin 6.1 % 9.7 % Adjusted.
Positive
Zacks Investment Research
4 weeks ago
Knife River (KNF) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
Knife River (KNF) possesses 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 Corporation Announces Second 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 second quarter 2025 earnings conference call at 11 a.m. EDT Tuesday, Aug. 5, 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 investo.
Neutral
Seeking Alpha
1 month ago
Knife River: Lower Volume In Tons Sold May Be Offset By Current Valuation
Despite poor 2024 FY performance, in 1Q25, Knife River is improving on a YoY basis. Revenues are increasing by price but not by quantity. The recent selloff has improved valuation. Relative valuation is neutral, but an absolute valuation model indicates 14-25% upside for next year. The first quarter is usually the worst due to the cold and winter.
Neutral
Seeking Alpha
3 months 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
3 months 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
3 months 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 ) $.
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