Knowles (NYSE:KN) CEO Sells $1,987,500.00 in Stock

Knowles Corporation (NYSE:KN) CEO Jeffrey Niew sold 75,000 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $26.50, for a total transaction of $1,987,500.00. Following the sale, the chief executive officer owned 739,370 shares in the company, valued at approximately $19,593,305. This trade represents a 9.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available 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 stock was sold at an average price of $25.50, for a total value of $637,500.00.
• On Thursday, January 15th, Jeffrey Niew sold 50,000 shares of Knowles stock. The shares were sold at an average price of $24.75, for a total value 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 value 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 Trading Up 9.0%

Shares of KN stock traded up $2.22 during trading hours on Friday, hitting $26.96. 1,615,146 shares of the company were exchanged, compared to its average volume of 727,850. Knowles Corporation has a 1 year low of $12.19 and a 1 year high of $27.36. 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 has a fifty day moving average of $23.22 and a 200 day moving average of $22.37. The firm has a market cap of $2.30 billion, a PE ratio of 56.17 and a beta of 1.52.

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, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $156.23 million. During the same quarter last year, the firm posted $0.27 earnings per share. Knowles’s revenue was up 13.8% on a year-over-year basis. Knowles has set its Q1 2026 guidance at 0.220-0.260 EPS.

Key Stories 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

Institutional Trading of Knowles

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Osaic Holdings Inc. boosted its holdings in Knowles by 94.5% in the second quarter. Osaic Holdings Inc. now owns 1,842 shares of the communications equipment provider’s stock valued at $31,000 after purchasing an additional 895 shares during the last quarter. Torren Management LLC bought a new stake in shares of Knowles in the 4th quarter worth about $43,000. NBC Securities Inc. bought a new stake in Knowles in the fourth quarter valued at about $52,000. Danske Bank A S increased its holdings in Knowles by 600.0% in the fourth quarter. Danske Bank A S now owns 3,500 shares of the communications equipment provider’s stock valued at $75,000 after buying an additional 3,000 shares during the last quarter. Finally, State of Wyoming acquired a new stake in Knowles during the third quarter valued at approximately $105,000. 96.35% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

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

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.