Koppers (NYSE:KOP) Releases FY 2026 Earnings Guidance

Koppers (NYSE:KOP) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 4.200-5.000 for the period, compared to the consensus estimate of 4.680. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.9 billion.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on KOP. Zacks Research upgraded Koppers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Barrington Research reaffirmed an “outperform” rating and set a $55.00 price target on shares of Koppers in a research report on Tuesday, November 11th. Finally, Weiss Ratings upgraded Koppers from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $52.50.

Koppers Trading Up 8.1%

Koppers stock opened at $37.30 on Friday. The stock has a 50-day simple moving average of $30.22 and a 200 day simple moving average of $29.07. The stock has a market capitalization of $731.60 million, a P/E ratio of 46.63 and a beta of 1.40. The company has a debt-to-equity ratio of 1.68, a quick ratio of 1.09 and a current ratio of 2.63. Koppers has a 52 week low of $22.99 and a 52 week high of $37.52.

Koppers (NYSE:KOP) last released its quarterly earnings data on Thursday, February 26th. The specialty chemicals company reported $0.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.59 by $0.11. Koppers had a return on equity of 16.48% and a net margin of 0.84%.The firm had revenue of $432.70 million for the quarter, compared to analyst estimates of $445.00 million. During the same quarter in the prior year, the company earned $0.77 earnings per share. The business’s revenue for the quarter was down 9.3% compared to the same quarter last year. Koppers has set its FY 2026 guidance at 4.200-5.000 EPS. Analysts expect that Koppers will post 4.24 earnings per share for the current year.

Koppers Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Friday, March 6th will be issued a dividend of $0.09 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.36 annualized dividend and a yield of 1.0%. This is a positive change from Koppers’s previous quarterly dividend of $0.08. Koppers’s payout ratio is 45.00%.

Key Headlines Impacting Koppers

Here are the key news stories impacting Koppers this week:

• Positive Sentiment: Q4 EPS beat estimates — Koppers reported $0.70 EPS vs. the $0.59 consensus, showing better-than-expected profitability on a per‑share basis, which likely helped lift the stock today. Koppers (KOP) Q4 Earnings Surpass Estimates
• Neutral Sentiment: FY‑2026 EPS guidance issued at $4.20–$5.00 — the range encompasses the Street consensus (~$4.68), giving investors a clear earnings target but not a decisive beat; revenue guidance was roughly in line with expectations ($1.9–$2.0B). This provides forward visibility but limited upside surprise. KOPPERS REPORTS FOURTH QUARTER AND FULL-YEAR 2025 RESULTS; PROVIDES 2026 OUTLOOK
• Neutral Sentiment: Company materials and investor call available — MarketBeat links to the press release, slide deck and conference call for details on segment performance and the cost/capital plans that underpin the guidance. Useful for investors doing a deeper read on assumptions behind the guidance. View Press Release / Slide Deck
• Negative Sentiment: Revenue missed and sales declined year-over-year — Q4 sales were $432.7M vs. ~$445M expected and down ~9.3% from the year‑ago quarter, signaling demand pressure that could limit margin expansion despite the EPS beat. Koppers: Q4 Earnings Snapshot
• Negative Sentiment: Operational restructuring: Koppers will idle two plants and lay off dozens — the company is taking capacity/cost actions to align production with demand, which may weigh on near-term volumes and create one-time costs but could improve margins longer term. This development adds execution risk to the turnaround story. Koppers to idle two plants, lay off dozens as manufacturer restructures

Institutional Trading of Koppers

A number of hedge funds have recently modified their holdings of KOP. Creative Planning acquired a new stake in Koppers during the 2nd quarter worth approximately $365,000. Intech Investment Management LLC increased its position in Koppers by 20.3% during the 3rd quarter. Intech Investment Management LLC now owns 11,844 shares of the specialty chemicals company’s stock worth $332,000 after buying an additional 2,001 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Koppers by 3.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,602 shares of the specialty chemicals company’s stock worth $325,000 after buying an additional 361 shares in the last quarter. Aristides Capital LLC bought a new stake in shares of Koppers in the third quarter valued at about $259,000. Finally, The Manufacturers Life Insurance Company bought a new stake in shares of Koppers in the second quarter valued at about $231,000. Institutional investors and hedge funds own 92.75% of the company’s stock.

About Koppers

Koppers Company, Inc is a global specialty chemicals and materials manufacturer serving diverse industrial markets. The company operates through two primary segments: Carbon Materials & Chemicals, which produces a range of coal tar–based products, phenolic specialties and carbon compounds; and Railroad Products & Services, which offers wood treating and infrastructure services for rail and utility customers.

In its Carbon Materials & Chemicals segment, Koppers supplies coal tar pitch, refined creosote, coal tar‐based distillates and phenolic resins used in aluminum smelting, graphite electrode manufacture, carbon fiber production, and water treatment applications.