Knowles (NYSE:KN) Sees Unusually-High Trading Volume Following Earnings Beat

Knowles Corporation (NYSE:KN) saw unusually-high trading volume on Friday following a stronger than expected earnings report. Approximately 815,577 shares were traded during mid-day 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 EPS for the quarter, topping the consensus estimate of $0.31 by $0.02. Knowles had a net margin of 9.10% and a return on equity of 10.66%. The company had revenue of $166.80 million during the quarter, compared to analysts’ expectations of $156.97 million. During the same quarter in the previous year, the company earned $0.24 EPS. Knowles’s revenue was up 14.3% on a year-over-year basis. Knowles has set its Q3 2026 guidance at 0.340-0.380 EPS.

Knowles News Summary

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Knowles reported Q2 2026 EPS of $0.33, topping estimates, while revenue of $166.8 million also beat expectations and rose 14.3% year over year. Knowles Reports Q2 2026 Financial Results and Provides Outlook for Q3 2026
• Positive Sentiment: The company raised its Q3 2026 outlook, guiding for EPS of $0.34 to $0.38 versus a $0.32 consensus and revenue of $167 million to $177 million versus $163.5 million expected. Knowles Reports Q2 2026 Financial Results and Provides Outlook for Q3 2026
• Positive Sentiment: Management said results came in above the high end of guidance, reinforcing a view of improving execution and demand trends. Knowles Corporation (KN) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Coverage items such as the earnings snapshot and “bullish” Q2 commentary largely restated the same earnings beat and guidance update, with no major new catalyst beyond the results themselves. Knowles: Q2 Earnings Snapshot

Wall Street Analyst Weigh In

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

Insider Activity

In other news, VP Air A. Jr. Bastarrica sold 3,623 shares of the company’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $30.91, for a total transaction of $111,986.93. Following the completion of the transaction, the vice president directly owned 47,569 shares of the company’s stock, valued at $1,470,357.79. This represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Daniel J. Giesecke sold 20,201 shares of the stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $37.32, for a total value of $753,901.32. Following the transaction, the chief operating officer owned 175,855 shares of the company’s stock, valued at approximately $6,562,908.60. The trade was 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. Insiders have sold a total of 173,058 shares of company stock worth $5,809,156 over the last three months. Corporate insiders own 2.24% of the company’s stock.

Institutional Trading of Knowles

Hedge funds have recently added to or reduced their stakes in the company. Hodges Capital Management Inc. boosted its position in shares of Knowles by 66.2% in the first quarter. Hodges Capital Management Inc. now owns 217,386 shares of the communications equipment provider’s stock valued at $5,582,000 after acquiring an additional 86,563 shares during the period. Phocas Financial Corp. bought a new position in Knowles during the fourth quarter worth about $941,000. Moran Wealth Management LLC bought a new position in Knowles during the fourth quarter worth about $584,000. Jennison Associates LLC acquired a new stake in Knowles in the 4th quarter worth about $1,117,000. Finally, Aberdeen Group plc raised its stake in Knowles by 72.9% in the 4th quarter. Aberdeen Group plc now owns 634,355 shares of the communications equipment provider’s stock worth $13,594,000 after purchasing an additional 267,400 shares in the last quarter. 96.35% of the stock is owned by institutional investors and hedge funds.

Knowles Stock Down 4.7%

The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 3.27. The stock has a market cap of $3.16 billion, a P/E ratio of 58.07 and a beta of 1.59. The stock’s fifty day simple moving average is $37.95 and its 200-day simple moving average is $30.90.

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.