Confluence Investment Management LLC Has $2.36 Million Stock Holdings in Knowles Corporation $KN

Confluence Investment Management LLC decreased its stake in shares of Knowles Corporation (NYSE:KN) by 21.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 109,873 shares of the communications equipment provider’s stock after selling 30,484 shares during the period. Confluence Investment Management LLC owned 0.13% of Knowles worth $2,355,000 as of its most recent filing with the SEC.

Other hedge funds have also added to or reduced their stakes in the company. Aberdeen Group plc bought a new position in Knowles during the 3rd quarter worth $8,535,000. Hodges Capital Management Inc. acquired a new position in Knowles in the 3rd quarter valued at $1,878,000. Public Sector Pension Investment Board lifted its position in shares of Knowles by 13.0% during the 3rd quarter. Public Sector Pension Investment Board now owns 334,980 shares of the communications equipment provider’s stock valued at $7,808,000 after acquiring an additional 38,451 shares during the period. American Century Companies Inc. grew its holdings 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 worth $8,618,000 after purchasing an additional 302,008 shares in the last quarter. Finally, Cramer Rosenthal Mcglynn LLC increased its position in shares of Knowles by 5.6% in the third quarter. Cramer Rosenthal Mcglynn LLC now owns 1,421,713 shares of the communications equipment provider’s stock worth $33,140,000 after purchasing an additional 75,367 shares during the period. 96.35% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Zacks Research downgraded shares of Knowles from a “hold” rating to a “strong sell” rating in a research note on Thursday, February 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Knowles in a report on Monday, December 29th. Finally, Craig Hallum reissued a “buy” rating and issued a $30.00 price objective on shares of Knowles in a research note on Friday, February 6th. Two equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Knowles currently has an average rating of “Hold” and a consensus target price of $27.67.

Knowles Price Performance

KN stock opened at $24.16 on Friday. The business has a 50-day simple moving average of $25.60 and a two-hundred day simple moving average of $23.67. Knowles Corporation has a 52-week low of $12.19 and a 52-week high of $28.74. The company has a market capitalization of $2.07 billion, a P/E ratio of 47.38 and a beta of 1.49. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.58 and a current ratio of 2.75.

Knowles (NYSE:KN) last posted its earnings results on Thursday, February 5th. The communications equipment provider reported $0.36 EPS for the quarter, topping the consensus estimate of $0.35 by $0.01. The firm had revenue of $162.20 million for the quarter, compared to analysts’ expectations of $156.23 million. Knowles had a net margin of 7.45% and a return on equity of 9.76%. The company’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same quarter last year, the firm earned $0.27 EPS. Knowles has set its Q1 2026 guidance at 0.220-0.260 EPS.

Insider Buying and Selling

In related news, Director Keith Barnes sold 41,048 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $27.16, for a total value of $1,114,863.68. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Jeffrey Niew sold 75,000 shares of the stock in a transaction 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 completion of the transaction, 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 position. The SEC filing for this sale provides additional information. Insiders sold 248,742 shares of company stock valued at $6,549,780 in the last 90 days. Corporate insiders own 2.54% of the company’s stock.

Knowles Company Profile

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.