Knowles (NYSE:KN) Sees Large Volume Increase Following Better-Than-Expected Earnings

Shares of Knowles Corporation (NYSE:KN) saw an uptick in trading volume on Friday following a better than expected earnings announcement. 815,577 shares changed hands during trading, a decline of 5% from the previous session’s volume of 854,570 shares.The stock last traded at $37.0720 and had previously closed at $38.81.

The communications equipment provider reported $0.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.31 by $0.02. Knowles had a net margin of 10.63% and a return on equity of 11.55%. The business had revenue of $166.80 million for the quarter, compared to analyst estimates of $156.97 million. During the same quarter in the previous year, the business earned $0.24 earnings per share. The firm’s revenue was up 14.3% compared to the same quarter last year. Knowles has set its Q3 2026 guidance at 0.340-0.380 EPS.

Key Stories Impacting Knowles

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Knowles beat Q2 earnings and revenue estimates, showing stronger-than-expected demand across its specialty electronic components business. Knowles (KN) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised the outlook for Q3 2026, with EPS guidance of $0.34-$0.38 and revenue guidance of $167.0 million-$177.0 million, both above consensus estimates. Knowles Reports Q2 2026 Financial Results and Provides Outlook for Q3 2026
• Positive Sentiment: Commentary around a “bullish” Q2 and optimistic near-term revenue guidance reinforced the view that operating momentum is improving. Knowles (NYSE:KN) Reports Bullish Q2 CY2026, Provides Optimistic Revenue Guidance for Next Quarter
• Neutral Sentiment: The earnings call transcript and snapshot articles mainly repeat the same results and guidance, adding little new information beyond the headline beat. Knowles Corporation (KN) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Several unrelated entertainment articles about Matthew Knowles and Destiny’s Child are not connected to Knowles Corporation’s fundamentals. Mathew Knowles Says Unreleased Destiny’s Child Remixes Are Coming

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. Craig Hallum reissued a “buy” rating and set a $38.00 target price on shares of Knowles in a research note on Friday, April 24th. Susquehanna raised their target price on Knowles from $33.00 to $40.00 and gave the stock a “neutral” rating in a research report on Friday. Robert W. Baird set a $44.00 price target on Knowles in a report on Friday. Zacks Research lowered Knowles from a “strong-buy” rating to a “hold” rating in a research report on Friday, June 26th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Knowles in a research note on Friday, May 22nd. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Knowles presently has an average rating of “Hold” and an average price target of $40.67.

Insider Buying and Selling at Knowles

In other news, VP Air A. Jr. Bastarrica sold 3,623 shares of the business’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $30.91, for a total transaction of $111,986.93. Following the transaction, the vice president directly owned 47,569 shares in the company, valued at $1,470,357.79. The trade was a 7.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Daniel J. Giesecke sold 20,201 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $37.32, for a total transaction of $753,901.32. Following the completion of the transaction, the chief operating officer directly owned 175,855 shares in the company, valued at $6,562,908.60. This trade represents a 10.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 173,058 shares of company stock worth $5,809,156. 2.24% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB raised its stake in shares of Knowles by 35.9% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 1,151 shares of the communications equipment provider’s stock worth $48,000 after purchasing an additional 304 shares in the last quarter. Y Intercept Hong Kong Ltd grew its stake in shares of Knowles by 0.6% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 76,098 shares of the communications equipment provider’s stock valued at $1,954,000 after buying an additional 463 shares in the last quarter. ProShare Advisors LLC increased its holdings in Knowles by 3.1% in the fourth quarter. ProShare Advisors LLC now owns 16,612 shares of the communications equipment provider’s stock worth $356,000 after buying an additional 504 shares during the last quarter. Pacer Advisors Inc. increased its holdings in Knowles by 5.3% in the first quarter. Pacer Advisors Inc. now owns 12,137 shares of the communications equipment provider’s stock worth $312,000 after buying an additional 609 shares during the last quarter. Finally, Royal Bank of Canada raised its position in Knowles by 1.2% during the fourth quarter. Royal Bank of Canada now owns 53,002 shares of the communications equipment provider’s stock valued at $1,136,000 after acquiring an additional 638 shares in the last quarter. Hedge funds and other institutional investors own 96.35% of the company’s stock.

Knowles Stock Performance

The company has a quick ratio of 1.77, a current ratio of 3.27 and a debt-to-equity ratio of 0.17. The stock has a market cap of $3.21 billion, a P/E ratio of 48.72 and a beta of 1.59. The firm’s 50-day moving average is $38.00 and its two-hundred day moving average is $30.95.

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.