Knife River Corporation (KNF) Stock Price & Analysis

Knife River Corporation (KNF) closed at USD 53.85 on Thursday, October 22, 2026, up 2.69% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 52.44; the Oct 22, 2026 session ranged USD 51.88–53.99 on volume of 716,041 shares. Market capitalization is $3.06B, with a 52-week range of USD 47.79–96.28 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:27 UTC.

Also available as compact Markdown for AI agents: nexqual.com/KNF.md

Key facts (KNF)

Superinvestors (SEC 13F-HR, Q2 2026) (KNF)

1 of 80 tracked investors hold KNF. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

InvestorFirm% of portfolioValueChange
Mairs & PowerMairs & Power Funds0.10%$10.7MReduced -4.5%

Analysts (KNF)

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-13JP MorganTarget loweredUnderweight$73 → $63
2026-10-09RBC CapitalDowngradeOutperform → Sector Perform$103 → $58
2026-10-05Wells FargoTarget loweredEqual-Weight$62 → $54
2026-09-25B. Riley SecuritiesTarget loweredBuy$105 → $65
2026-09-24OppenheimerTarget loweredOutperform$90 → $80
2026-09-09Wells FargoTarget loweredEqual-Weight$73 → $62
2026-09-02JP MorganDowngradeNeutral → Underweight$80 → $73
2026-08-10JP MorganTarget loweredNeutral$95 → $80
2026-08-05RBC CapitalTarget loweredOutperform$107 → $103
2026-08-05Wells FargoUpgradeUnderweight → Equal-Weight$81 → $73
2026-07-08Wells FargoTarget raisedUnderweight$80 → $81
2026-06-30RBC CapitalTarget loweredOutperform$109 → $107

Total return (dividends reinvested) (KNF)

1Y (from 2025-10-23)5Y (from 2023-06-05)
Total return-14.6%+23.3%
S&P 500 (SPY)+14.9%+80.3%
Per year-14.6%+6.4%
Volatility (annualized)50.7%39.4%
Max drawdown-48.9% (Feb 2026→Oct 2026)-52.9% (Dec 2024→Oct 2026)

Companies that name KNF in their SEC reports

Relationship to KNFCompanyFilingSentence
relatedEverus Construction Group, Inc. (ECG)10-K Feb 25, 2026“The Company repaid $27.0 million and $45.0 million of short- and long-term related-party notes payable, respectively, during the year ended December 31, 2023, in connection with the Knife River Corporation separation.”

KNF analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$2.56$2.89-11.6%$1.29B2
Next quarter (ends Dec 2026)$0.45$0.66-32.6%$780.8M2
Current fiscal year (ends Dec 2026)$2.32$3.29-29.5%$3.43B3
Next fiscal year (ends Dec 2027)$3.24$3.96-18.0%$3.56B3

Key Statistics (as of October 23, 2026 at 09:27 UTC)

PriceUSD 53.85
Change▲ 2.69% (up)
Previous CloseUSD 52.44
OpenUSD 52.38
Day RangeUSD 51.88 – 53.99
52-Week RangeUSD 47.79 – 96.28
Volume716,041 shares
Market Cap$3.06B
ExchangeNYQ

Technical Analysis (KNF)

Nexqual's technical model rates KNF "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:27 UTC.

Overall SignalSELL
RSI (14)51.05 (neutral)
vs SMA50Below (USD 57.01)
MACD-1.57 (negative)

Earnings (KNF)

Next Earnings Date2026-11-03
EPS EstimateUSD 2.56
Revenue Estimate$1.29B

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 0.73 vs est 1.14 ▼ miss
2026-03-31USD -1.39 vs est -1.32 ▼ miss
2025-12-31USD 0.56 vs est 0.44 ▲ beat
2025-09-30USD 2.53 vs est 2.6 ▼ miss

Source: Nexqual, October 23, 2026 at 09:27 UTC.

Financials & Fundamentals (KNF)

Total Revenue$3.31B
Revenue Growth (latest quarter, YoY)+12.60%
Gross Margin+17.83%
Operating Margin+8.80%
Profit Margin+4.23%
ROE+9.12%
Debt / Equity1.04
Current Ratio2.67
Total Cash$40.69M
Total Debt$1.67B

Source: Nexqual, October 23, 2026 at 09:27 UTC.

Ownership (KNF)

Insider Ownership+0.43%
Institutional Ownership+106.11%
Shares Outstanding56.76M
Float56.46M
Short % of Float+10.20%

Source: Nexqual, October 23, 2026 at 09:27 UTC.

Leadership (KNF)

Knife River Corporation is led by Brian R. Gray, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:27 UTC.

CEO, President & DirectorBrian R. Gray
VP & CFONathan W. Ring
VP & COOTrevor J. Hastings
Director of Investor RelationsZane Adam Karimi
Senior Director of CommunicationsTony Spilde

Major Backers & Investors (KNF)

Notable institutional backers of Knife River Corporation include Price (T.Rowe) Associates Inc, SmallCap World Fund Inc, Capital Group, according to Nexqual as of October 23, 2026 at 09:27 UTC.

Active Investors

InvestorStake
Price (T.Rowe) Associates Inc9.01%
SmallCap World Fund Inc7.78%
Capital Group5.72%
Baillie Gifford4.83%
T. Rowe Price2.79%

Index Funds (Passive)

FundStake
BlackRock12.84%
Vanguard Group9.47%
State Street3.8%
Dimensional Fund Advisors3.15%
Geode Capital2.68%

Source: Nexqual, October 23, 2026 at 09:27 UTC.

Peers & Related Stocks

SymbolNamePriceChange
USLMUnited States Lime & Minerals, USD 111.5▲ 4.61%
TTAMTitan America SAUSD 13.77▲ 1.77%
TGLSTecnoglass Holdings Inc.USD 38.72▲ 2.73%
EXPEagle Materials IncUSD 178.74▲ 3.09%
LOMALoma Negra Compania Industrial USD 9.44▼ 2.07%
CPACCementos Pacasmayo S.A.A.USD 12.77▲ 0.87%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:27 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt