Air Jr. Bastarrica Sells 12,000 Shares of Knowles (NYSE:KN) Stock

Knowles Corporation (NYSE:KN) VP Air Jr. Bastarrica sold 12,000 shares of Knowles stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $26.76, for a total value of $321,120.00. Following the completion of the transaction, the vice president owned 48,200 shares of the company’s stock, valued at $1,289,832. This trade represents a 19.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Knowles Trading Up 0.3%

Shares of NYSE KN opened at $27.00 on Thursday. The company has a quick ratio of 1.58, a current ratio of 2.75 and a debt-to-equity ratio of 0.15. The stock’s 50 day moving average price is $23.57 and its two-hundred day moving average price is $22.62. Knowles Corporation has a 52-week low of $12.19 and a 52-week high of $27.73. The stock has a market capitalization of $2.29 billion, a P/E ratio of 52.93 and a beta of 1.52.

Knowles (NYSE:KN) last issued 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 company had revenue of $162.20 million during the quarter, compared to analyst estimates of $156.23 million. Knowles had a return on equity of 9.76% and a net margin of 7.45%.The business’s revenue was up 13.8% on a year-over-year basis. 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.

Wall Street Analyst Weigh In

Several research analysts have recently commented on KN shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Knowles in a report on Monday, December 29th. Susquehanna raised their target price on shares of Knowles from $18.00 to $23.00 and gave the stock a “neutral” rating in a report on Wednesday, October 22nd. Robert W. Baird set a $30.00 target price on Knowles in a report on Friday, October 24th. Craig Hallum reiterated a “buy” rating and set a $30.00 price target on shares of Knowles in a research report on Friday, February 6th. Finally, Zacks Research upgraded Knowles to a “hold” rating in a research report on Friday, December 19th. Two equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $27.67.

Key Headlines Impacting Knowles

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Q4 results beat and constructive guidance: Knowles reported Q4 EPS $0.36 vs. $0.35 consensus and revenue $162.2M vs. $156.2M, with revenue up ~13.8% YoY and Q1 2026 EPS guidance of $0.220–$0.260 — fundamentals supporting the rally. MarketBeat KN profile
• Neutral Sentiment: Brokerage consensus remains cautious: recent compilation shows an average analyst recommendation of “Hold,” limiting upward momentum despite the beat. AmericanBankingNews: brokerages
• Neutral Sentiment: Institutional positioning mixed: several funds have recently added to or established positions (RBC, UBS, Jane Street noted), which supports liquidity but doesn’t indicate clear directional conviction. MarketBeat: institutional activity
• Negative Sentiment: Significant insider selling over Feb. 9–10: multiple senior executives sold roughly 41,000 shares (COO Daniel Giesecke ~15,885; VP Air Bastarrica 12,000; SVP Raymond Cabrera 10,000; SVP Robert Perna 3,166) for ~ $1.1M aggregate proceeds — concentrated executive sales can weigh on sentiment even if for personal/liquidity reasons. Bastarrica SEC Cabrera SEC Giesecke SEC Perna SEC
• Negative Sentiment: Growth-risk disclosure for new energy push: TipRanks flagged execution and customer-concentration risks related to Knowles’ 2025 expansion into energy markets — potential headwinds if execution stalls or customer mix is narrow. TipRanks: expansion risks

Institutional Investors Weigh In On Knowles

A number of institutional investors and hedge funds have recently modified their holdings of the stock. ProShare Advisors LLC boosted its stake in Knowles by 3.1% in the 4th quarter. ProShare Advisors LLC now owns 16,612 shares of the communications equipment provider’s stock worth $356,000 after purchasing an additional 504 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in Knowles by 4.1% during the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 14,648 shares of the communications equipment provider’s stock valued at $258,000 after purchasing an additional 578 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Knowles by 1.4% in the third quarter. Envestnet Asset Management Inc. now owns 45,669 shares of the communications equipment provider’s stock worth $1,065,000 after purchasing an additional 622 shares during the period. EverSource Wealth Advisors LLC increased its position in Knowles by 24.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 3,364 shares of the communications equipment provider’s stock worth $72,000 after buying an additional 652 shares during the period. Finally, Choreo LLC increased its position in Knowles by 5.3% during the fourth quarter. Choreo LLC now owns 13,188 shares of the communications equipment provider’s stock worth $285,000 after acquiring an additional 669 shares during the period. Institutional investors and hedge funds own 96.35% of the company’s stock.

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.