Knowles Corporation
In the published model solve dated 2026-Q2, anchored at $34.23, Knowles Corporation (KN) is priced for today's economics sustained for ~8.7 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
Knowles has remade itself into a two-segment specialty-components company, Precision Devices serving defense and medtech, and MedTech & Specialty Audio serving hearing health, and the numbers reflect the shift: Q1 2026 revenue rose 16% to $153 million with gross margin expanding to 43.8% from 40.3%. The stock is priced richly. At $41.37 the market pays about 62x company-wide operating income, implying growth held near the self-funding ceiling for about 13 years, a pace only about 15% of compara
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270 institutional managers reported holding KN in 13F filings for the quarter ended 2026-03-31. 37 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 3.5M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
KN has cut its share count 7.7% over the past five years, spending $242.20M on repurchases. It pays no dividend. Cash returned over the past three years: $161.20M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at KN over the trailing three years. Absence is a fact about the company, not a signal. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
KN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -9.1% | -12.8% |
| 2023-11-03 | +22.4% | +5.2% |
| 2024-02-22 | -3.7% | -5.8% |
| 2024-05-02 | +2.4% | +4.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
KN's latest 8-K filings: 2026-07-23 (items 2.02, 9.01); 2026-04-29 (items 5.07); 2026-04-23 (items 2.02, 9.01); 2026-02-20 (items 5.02, 9.01); 2026-02-05 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.