Knife River Corporation
At today's price, Knife River Corporation (KNF) is priced for today's economics sustained for ~12.1 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Knife River is a vertically integrated aggregates and construction-materials company with a large public-sector contracting arm, and the market values it richly: at $86.27 the price implies operating growth held near the self-funding ceiling for about 13 years, a pace only about 15% of comparable companies have sustained. Full-year 2026 guidance calls for revenue of $3.3 billion to $3.5 billion and adjusted EBITDA of $520 million to $560 million, with mid-single-digit aggregates pricing gains a
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372 institutional managers reported holding KNF in 13F filings for the quarter ended 2026-03-31. 45 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 3.2M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (6 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.
Open-market insider buys at KNF over the trailing three years: 2024: 1 buy totaling $0k. 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.
KNF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +5.0% | +5.9% |
| 2023-11-07 | +1.1% | +15.1% |
| 2024-02-28 | +1.0% | +7.5% |
| 2024-05-08 | -5.7% | -4.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
KNF's latest 8-K filings: 2026-05-21 (items 5.02, 5.07, 9.01); 2026-05-18 (items 1.01, 2.03, 9.01); 2026-05-05 (items 2.02, 7.01, 9.01); 2026-02-17 (items 2.02, 7.01, 9.01); 2025-11-04 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: 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.