Barrow Hanley Mewhinney & Strauss LLC Reduces Position in Knowles Corporation $KN

Barrow Hanley Mewhinney & Strauss LLC trimmed its holdings in Knowles Corporation (NYSE:KN) by 5.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,341,635 shares of the communications equipment provider’s stock after selling 198,355 shares during the quarter. Barrow Hanley Mewhinney & Strauss LLC owned about 3.92% of Knowles worth $77,894,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in KN. Franklin Resources Inc. boosted its holdings in Knowles by 10.5% in the 3rd quarter. Franklin Resources Inc. now owns 5,108,184 shares of the communications equipment provider’s stock valued at $119,072,000 after purchasing an additional 484,500 shares during the last quarter. American Century Companies Inc. raised its position in shares of Knowles by 95.9% during the 3rd quarter. American Century Companies Inc. now owns 958,387 shares of the communications equipment provider’s stock valued at $22,340,000 after buying an additional 469,286 shares during the period. Aberdeen Group plc acquired a new position in Knowles in the third quarter valued at approximately $8,535,000. Jane Street Group LLC acquired a new position in Knowles in the first quarter valued at approximately $3,335,000. Finally, Marshall Wace LLP grew its position in Knowles by 81.5% in the second quarter. Marshall Wace LLP now owns 415,366 shares of the communications equipment provider’s stock worth $7,319,000 after acquiring an additional 186,536 shares during the period. 96.35% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, SVP Raymond D. Cabrera sold 10,000 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $26.75, for a total value of $267,500.00. Following the completion of the sale, the senior vice president directly owned 102,019 shares of the company’s stock, valued at $2,729,008.25. This represents a 8.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Keith Barnes sold 41,048 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $27.16, for a total value of $1,114,863.68. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 248,742 shares of company stock valued at $6,549,780 over the last ninety days. Company insiders own 2.54% of the company’s stock.

Knowles Stock Up 0.9%

KN stock opened at $25.35 on Wednesday. The company’s 50 day moving average price is $25.21 and its 200 day moving average price is $23.51. The firm has a market capitalization of $2.15 billion, a price-to-earnings ratio of 49.70 and a beta of 1.48. Knowles Corporation has a fifty-two week low of $12.19 and a fifty-two week high of $28.74. 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 announced its quarterly earnings data on Thursday, February 5th. The communications equipment provider reported $0.36 EPS for the quarter, beating analysts’ consensus estimates of $0.35 by $0.01. Knowles had a net margin of 7.45% and a return on equity of 9.76%. The company had revenue of $162.20 million for the quarter, compared to the consensus estimate of $156.23 million. During the same period in the prior year, the firm posted $0.27 EPS. The company’s quarterly revenue was up 13.8% compared to the same quarter last year. Knowles has set its Q1 2026 guidance at 0.220-0.260 EPS.

Analyst Ratings Changes

Several brokerages recently issued reports on KN. Zacks Research lowered shares of Knowles from a “hold” rating to a “strong sell” rating in a report on Thursday, February 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Knowles in a research note on Monday, December 29th. Finally, 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. 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 stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $27.67.

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.