Knowles (NYSE:KN) Issues Q1 2026 Earnings Guidance

Knowles (NYSE:KN) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.220-0.260 for the period, compared to the consensus estimate of 0.220. The company issued revenue guidance of $143.0 million-$153.0 million, compared to the consensus revenue estimate of $143.1 million.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Susquehanna upped their target price on shares of Knowles from $18.00 to $23.00 and gave the company a “neutral” rating in a report on Wednesday, October 22nd. Craig Hallum set a $28.00 target price on Knowles and gave the stock a “buy” rating in a research note on Friday, October 24th. Robert W. Baird set a $30.00 price target on Knowles in a research note on Friday, October 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Knowles in a research report on Monday, December 29th. Finally, Zacks Research raised shares of Knowles to a “hold” rating in a research report on Friday, December 19th. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $27.00.

Knowles Trading Up 1.6%

Knowles stock traded up $0.39 during mid-day trading on Thursday, hitting $24.71. 825,855 shares of the stock were exchanged, compared to its average volume of 690,878. The stock has a market capitalization of $2.10 billion, a price-to-earnings ratio of 51.49 and a beta of 1.52. The company has a quick ratio of 1.19, a current ratio of 1.90 and a debt-to-equity ratio of 0.14. The firm’s fifty day simple moving average is $23.17 and its two-hundred day simple moving average is $22.35. Knowles has a 12 month low of $12.19 and a 12 month high of $25.57.

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

Insider Buying and Selling

In related news, CEO Jeffrey Niew sold 50,000 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $24.75, for a total value of $1,237,500.00. Following the completion of the transaction, the chief executive officer directly owned 839,370 shares in the company, valued at approximately $20,774,407.50. The trade was a 5.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders sold 125,000 shares of company stock worth $3,062,500 in the last three months. 2.54% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Osaic Holdings Inc. grew its stake in shares of Knowles by 94.5% in the second quarter. Osaic Holdings Inc. now owns 1,842 shares of the communications equipment provider’s stock worth $31,000 after acquiring an additional 895 shares during the last quarter. Russell Investments Group Ltd. lifted its stake in Knowles by 725.1% during the 3rd quarter. Russell Investments Group Ltd. now owns 8,606 shares of the communications equipment provider’s stock valued at $201,000 after acquiring an additional 7,563 shares during the period. Tower Research Capital LLC TRC boosted its holdings in shares of Knowles by 385.9% during the 2nd quarter. Tower Research Capital LLC TRC now owns 11,633 shares of the communications equipment provider’s stock valued at $205,000 after acquiring an additional 9,239 shares during the last quarter. CIBC Bancorp USA Inc. bought a new stake in shares of Knowles in the third quarter worth approximately $212,000. Finally, Mercer Global Advisors Inc. ADV bought a new stake in Knowles in the 3rd quarter worth approximately $214,000. 96.35% of the stock is owned by hedge funds and other 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.