Sidoti Weighs in on Koppers’ Q1 Earnings (NYSE:KOP)

Koppers Holdings Inc. (NYSE:KOP) – Analysts at Sidoti issued their Q1 2026 earnings estimates for Koppers in a report issued on Wednesday, March 18th. Sidoti analyst M. Mathison expects that the specialty chemicals company will earn $0.34 per share for the quarter. The consensus estimate for Koppers’ current full-year earnings is $4.24 per share. Sidoti also issued estimates for Koppers’ Q2 2026 earnings at $1.23 EPS, Q3 2026 earnings at $1.31 EPS, Q4 2026 earnings at $1.48 EPS, FY2026 earnings at $4.37 EPS, Q1 2027 earnings at $0.45 EPS, Q2 2027 earnings at $1.37 EPS, Q3 2027 earnings at $1.45 EPS, Q4 2027 earnings at $1.61 EPS and FY2027 earnings at $4.88 EPS.

Koppers (NYSE:KOP) last posted its earnings results on Thursday, February 26th. The specialty chemicals company reported $0.70 EPS for the quarter, topping analysts’ consensus estimates of $0.59 by $0.11. The business had revenue of $432.70 million during the quarter, compared to the consensus estimate of $445.00 million. Koppers had a net margin of 2.98% and a return on equity of 15.47%. The firm’s revenue was down 9.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.77 EPS. Koppers has set its FY 2026 guidance at 4.200-5.000 EPS.

KOP has been the topic of a number of other research reports. Weiss Ratings raised Koppers from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, January 29th. Barrington Research restated an “outperform” rating and set a $55.00 price target on shares of Koppers in a research note on Friday, February 27th. Wall Street Zen raised shares of Koppers from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Finally, Zacks Research raised shares of Koppers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Koppers currently has an average rating of “Moderate Buy” and a consensus target price of $52.50.

Koppers Stock Performance

Shares of KOP opened at $35.21 on Friday. The company has a debt-to-equity ratio of 1.59, a current ratio of 2.94 and a quick ratio of 1.13. Koppers has a one year low of $22.99 and a one year high of $39.50. The firm has a market capitalization of $691.60 million, a P/E ratio of 12.71, a PEG ratio of 0.97 and a beta of 1.35. The business has a fifty day moving average of $33.49 and a 200 day moving average of $29.96.

Institutional Investors Weigh In On Koppers

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Simcoe Capital Management LLC bought a new stake in Koppers during the 4th quarter worth approximately $22,032,000. LSV Asset Management lifted its position in Koppers by 17.1% during the third quarter. LSV Asset Management now owns 954,431 shares of the specialty chemicals company’s stock valued at $26,724,000 after purchasing an additional 139,600 shares during the last quarter. Universal Beteiligungs und Servicegesellschaft mbH bought a new position in shares of Koppers in the 3rd quarter valued at about $3,635,000. American Century Companies Inc. boosted its holdings in shares of Koppers by 145.2% in the 2nd quarter. American Century Companies Inc. now owns 186,729 shares of the specialty chemicals company’s stock worth $6,003,000 after purchasing an additional 110,577 shares during the period. Finally, Seizert Capital Partners LLC boosted its stake in Koppers by 209.4% during the fourth quarter. Seizert Capital Partners LLC now owns 112,401 shares of the specialty chemicals company’s stock worth $3,044,000 after buying an additional 76,068 shares during the period. 92.75% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO M Leroy Ball sold 2,489 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $37.91, for a total value of $94,357.99. Following the transaction, the chief executive officer owned 447,459 shares of the company’s stock, valued at $16,963,170.69. This trade represents a 0.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 6.90% of the stock is currently owned by insiders.

Koppers Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Friday, March 6th will be given a $0.09 dividend. The ex-dividend date is Friday, March 6th. This is a positive change from Koppers’s previous quarterly dividend of $0.08. This represents a $0.36 dividend on an annualized basis and a yield of 1.0%. Koppers’s dividend payout ratio (DPR) is currently 13.00%.

Key Headlines Impacting Koppers

Here are the key news stories impacting Koppers this week:

• Positive Sentiment: Sidoti issued raised forward EPS models for FY2026 and FY2027, forecasting FY2026 EPS of $4.37 and FY2027 EPS of $4.88 — above consensus — and quarterly pacing that implies continued earnings growth into 2027. This supports upside to earnings-driven valuation. Sidoti estimates
• Positive Sentiment: Koppers raised its quarterly dividend to $0.09 (annualized $0.36), increasing the yield and signaling cash-flow support for shareholders; ex-dividend/record/payment timing is noted in filings. Dividend announcement
• Positive Sentiment: Several institutional investors increased or initiated positions (Simcoe Capital new position, LSV increased stake, American Century and Seizert raised holdings), which is supportive of longer-term demand for the stock. Institutional activity
• Neutral Sentiment: Q4 results (Feb. 26) showed an EPS beat ($0.70 vs. $0.59 est.) but revenue of $432.7M missed consensus (~$445M) and was down y/y ~9.3%. Management gave FY2026 guidance of $4.20–$5.00 EPS (a wide range). The EPS beat is constructive, but the revenue decline and wide guidance range leave room for caution. Q4 results and guidance
• Neutral Sentiment: Analyst coverage has trended mildly positive: a couple of upgrades/hold-to-buy moves and an average target materially above the current price, but analyst views remain mixed (some holds, some buys). This can support interest but is not an immediate catalyst. Analyst notes
• Negative Sentiment: CEO M. Leroy Ball sold 2,489 shares for ~$94k on Mar. 17 (Form 4 filed). While the sale is small relative to his remaining stake, insider selling can prompt near-term profit-taking among investors. SEC Form 4
• Negative Sentiment: Despite EPS strength, the business faces weaker top-line trends (y/y revenue decline) and a wide guidance range — factors that can trigger short-term selling and keep valuation upside conditional on volume recovery and improved sales. Revenue trends

Koppers Company Profile

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.