Knowles (NYSE:KN) CEO Jeffrey Niew Sells 75,000 Shares

Knowles Corporation (NYSE:KN) CEO Jeffrey Niew sold 75,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $26.50, for a total value of $1,987,500.00. Following the sale, the chief executive officer directly owned 739,370 shares in the company, valued at approximately $19,593,305. This represents a 9.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Jeffrey Niew also recently made the following trade(s):

• On Tuesday, February 3rd, Jeffrey Niew sold 25,000 shares of Knowles stock. The shares were sold at an average price of $25.50, for a total transaction of $637,500.00.
• On Thursday, January 15th, Jeffrey Niew sold 50,000 shares of Knowles stock. The stock was sold at an average price of $24.75, for a total transaction of $1,237,500.00.
• On Wednesday, December 10th, Jeffrey Niew sold 25,000 shares of Knowles stock. The stock was sold at an average price of $24.00, for a total transaction of $600,000.00.
• On Thursday, December 4th, Jeffrey Niew sold 25,000 shares of Knowles stock. The shares were sold at an average price of $23.50, for a total transaction of $587,500.00.

Knowles Stock Performance

KN traded up $2.22 on Friday, hitting $26.96. 1,615,146 shares of the company’s stock were exchanged, compared to its average volume of 727,850. The firm has a market cap of $2.30 billion, a PE ratio of 56.17 and a beta of 1.52. Knowles Corporation has a twelve month low of $12.19 and a twelve month high of $27.36. The stock has a fifty day moving average of $23.22 and a two-hundred day moving average of $22.37. The company has a current ratio of 1.90, a quick ratio of 1.19 and a debt-to-equity ratio of 0.14.

Knowles (NYSE:KN) last issued its earnings results on Thursday, February 5th. The communications equipment provider reported $0.36 EPS for the quarter, beating analysts’ consensus estimates of $0.35 by $0.01. The company had revenue of $162.20 million during the quarter, compared to the consensus estimate of $156.23 million. Knowles had a return on equity of 8.98% and a net margin of 7.27%.Knowles’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.27 earnings per share. Knowles has set its Q1 2026 guidance at 0.220-0.260 EPS.

Key Headlines Impacting Knowles

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Q4 beat — Knowles reported $0.36 EPS vs. $0.35 consensus and revenue of $162.2M vs. ~$156.2M expected; revenue rose ~13.8% year-over-year, showing clear near-term top-line momentum. Knowles Reports Q4 & Full Year 2025 Financial Results and Provides Outlook for Q1 2026
• Positive Sentiment: Demand acceleration — Analysts and press note accelerating demand for MEMS microphones, which along with a specialty film production ramp is supporting the company’s revenue growth outlook. This underpins medium-term secular growth drivers for the audio segment. Knowles earnings on deck as MEMS microphone demand accelerates
• Positive Sentiment: Q1 revenue target and specialty-film lift — Management is targeting ~12% revenue growth for Q1 2026 and issued revenue guidance of $143M–$153M, signaling the company sees continued strength from product ramps and specialty-film volumes. Knowles outlines 12% revenue growth target for Q1 2026 amid strong demand and specialty film ramp
• Neutral Sentiment: Guidance largely in line — Knowles set Q1 2026 EPS guidance of $0.220–$0.260 (consensus ~ $0.220) and revenue guidance that includes the Street estimate at the low end; guidance validates recovery but doesn’t offer a large surprise upside. Knowles Reports Q4 & Full Year 2025 Financial Results and Provides Outlook for Q1 2026
• Negative Sentiment: Valuation and execution risk — The stock trades with a relatively high PE (~56x) and remains sensitive to execution on ramps and macro-driven consumer electronics demand; any slowdown could pressure expectations. KN stock page

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Susquehanna raised their target price on Knowles from $18.00 to $23.00 and gave the company a “neutral” rating in a research note on Wednesday, October 22nd. Craig Hallum reiterated a “buy” rating and issued a $30.00 price objective on shares of Knowles in a research report on Friday. Robert W. Baird set a $30.00 target price on shares of Knowles in a research note on Friday, October 24th. Zacks Research upgraded shares of Knowles to a “hold” rating in a research note on Friday, December 19th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Knowles in a report on Monday, December 29th. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Knowles has a consensus rating of “Hold” and an average target price of $27.67.

Institutional Trading of Knowles

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Wealth Enhancement Advisory Services LLC acquired a new stake in Knowles during the second quarter valued at approximately $278,000. Johnson Investment Counsel Inc. increased its holdings in shares of Knowles by 39.7% in the second quarter. Johnson Investment Counsel Inc. now owns 71,984 shares of the communications equipment provider’s stock valued at $1,268,000 after buying an additional 20,441 shares in the last quarter. Oppenheimer Asset Management Inc. increased its holdings in shares of Knowles by 71.7% in the second quarter. Oppenheimer Asset Management Inc. now owns 25,553 shares of the communications equipment provider’s stock valued at $450,000 after buying an additional 10,672 shares in the last quarter. American Century Companies Inc. lifted its position in shares of Knowles by 161.4% during the 2nd quarter. American Century Companies Inc. now owns 489,101 shares of the communications equipment provider’s stock valued at $8,618,000 after acquiring an additional 302,008 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC boosted its stake in shares of Knowles by 6.1% during the 2nd quarter. Allspring Global Investments Holdings LLC now owns 1,220,236 shares of the communications equipment provider’s stock worth $21,635,000 after acquiring an additional 70,078 shares in the last quarter. 96.35% of the stock is currently owned by institutional investors.

About Knowles

Knowles Corporation (NYSE: KN) is a leading developer and manufacturer of advanced micro-acoustic, audio processing and precision device solutions. The company’s product portfolio includes microelectromechanical systems (MEMS) microphones, balanced armature receivers, acoustic filters, and custom audio processing integrated circuits. These solutions are designed to enable clear speech, enhanced voice capture and intelligent audio performance in a variety of end markets.

Founded in 1946, Knowles has evolved from its roots in vacuum tube components to become a pure-play audio technology provider following its spin-off from Dover Corporation in 2014.