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Knife River Corporation (KNF) News

Follow Knife River Corporation (KNF) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 25 public stories across 9 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.

Symbol KNF Asset equity Sector Markets 90 days 21 Last 58.67 Updated Oct 19, 2026, 08:05 PM UTC Open live news feed Open KNF chart & news
M Knife River Reports Q3 EPS of $2.43, Trims 2026 Revenue Guidance Third-quarter revenue was $1.28 billion. EPS and revenue were below FactSet estimates of $2.60 and $1.30 billion, respectively; 2026 revenue guidance is $3.38 billion to $3.43 billion, below the prior FactSet estimate of EQUITY | Nov 03, 2026, 02:35 PM UTC M Knife River Q3 Earnings Fall as Revenue Rises; Cuts 2026 Revenue Guidance Knife River reported Q3 net income of $2.43 and trimmed its 2026 revenue guidance. EQUITY | Nov 03, 2026, 01:20 PM UTC M Knife River Expects 2026 Revenue of $3.38B-$3.43B Knife River expects 2026 revenue of $3.38 billion to $3.43 billion, versus a FactSet estimate of $3.43 billion. EARNINGS | Nov 03, 2026, 12:21 PM UTC M Knife River Q3 Revenue Misses Estimates Knife River reported third-quarter revenue below estimates. EQUITY | Nov 03, 2026, 12:20 PM UTC M Knife River Q3 Net Income Falls; Revenue Rises EQUITY | Nov 03, 2026, 12:07 PM UTC M Knife River Reports Third-Quarter 2026 Financial Results Knife River said revenue increased 6% year over year, driven by more asphalt paving and aggregate demand. EQUITY | Nov 03, 2026, 12:06 PM UTC L Starboard Prepares to Nominate Directors at Knife River, Sources Say Starboard Value is preparing to nominate directors to Knife River's board as it presses the construction company to improve profit margins or consider a sale, people familiar with the matter said. EQUITY | Oct 19, 2026, 08:05 PM UTC L Knife River Price Target Cut to $65.00/Share From $105.00 by B. Riley Securities Ratings actions from Benzinga NEWS | Sep 25, 2026, 03:58 PM UTC L B. Riley Securities maintains Buy rating on Knife River, $65 price target B. Riley Securities maintained their Buy rating on Knife River's stock with a price target of $65.00.The price target implies an upside of 21.8% from the Sep 24 close of $53.37.Key takeaways from the analyst noteStrong M EQUITY | Sep 25, 2026, 03:48 PM UTC L Knife River Corp Issues Statement In Response To Starboard Value Letter Knife River Corp NYSE:KNF NEWS | Sep 24, 2026, 07:06 PM UTC L Knife River Price Target Cut to $80.00/Share From $90.00 by Oppenheimer Ratings actions from Benzinga: GMT) Knife River Is Maintained at Outperform by OppenheimerRatings actions from Benzinga NEWS | Sep 24, 2026, 05:31 PM UTC L Knife River Plans to Engage With Activist Starboard Value By Katherine HamiltonConstruction-materials company Knife River said it plans to engage with activist investor Starboard Value after the hedge fund took a significant stake in the company.Knife River said it had learned NEWS | Sep 24, 2026, 05:22 PM UTC L Knife River Corporation (KNF) Responds to Starboard, Will Engage on Views Knife River said it learned of Starboard Value’s investment on Sept. 22, 2026, and will engage with the investor while reiterating its focus on disciplined execution and shareholder value.Material DetailsContext by AI An NEWS | Sep 24, 2026, 05:00 PM UTC L Knife River Reiterates Focus on Disciplined Execution and Shareholder Value Creation Knife River Corporation (NYSE: KNF) (“Knife River” or the “Company”) issued the following statement in response to the letter it received today from Starboard Value LP and certain of its affiliates (“Starboard”):The Knif NEWS | Sep 24, 2026, 05:00 PM UTC L Activist Wants This Construction Company to Make Serious Changes. Stock Returns Are 'Unacceptable.' — Barrons.com By Kit NortonActivist investor Starboard Value has its eye on making some serious changes to construction company Knife River and the stock market has approved of the first effort.Knife River stock rose 4.3% to $53.66 in EQUITY | Sep 24, 2026, 12:59 PM UTC H Wall St futures retreat as oil gains on Mideast uncertainty, eyes on Trump-Xi talks By Johann M Cherian and Avinash PWall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between Presiden COMMODITIES | Sep 24, 2026, 12:04 PM UTC L KNF - Starboard Delivers Letter to Knife River KNF - Starboard Delivers Letter to Knife River NEWS | Sep 24, 2026, 11:10 AM UTC H Wall St futures fall on Middle East uncertainties ahead of Trump-Xi talks Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between Presidents Donald Trump and Xi Jinping.US GEOPOLITICS | Sep 24, 2026, 10:22 AM UTC H Starboard Wants Knife River to Consider Sale — WSJ Activist investor Starboard Value wants construction company Knife River to commit to narrowing the gap between its earnings before interest, tax, depreciation and amortization margins and those of its peers in the next EARNINGS | Sep 23, 2026, 10:57 PM UTC L Knife River Gains on WSJ Report of Activist Starboard Value Building Stake, Pushing to Explore Sale By Elias SchisgallShares of Knife River rose after The Wall Street Journal reported that activist investor Starboard Value has built a stake in the construction company and is pushing management to explore a sale or impr EQUITY | Sep 23, 2026, 10:09 PM UTC L Starboard Plans to Push Knife River to Improve Margins or Explore Sale, Sources Say — WSJ Starboard Plans to Push Knife River to Improve Margins or Explore Sale, Sources Say — WSJ NEWS | Sep 23, 2026, 10:00 PM UTC L Activist Investor Starboard Takes Significant Stake in Knife River, Sources Say — WSJ Activist Investor Starboard Takes Significant Stake in Knife River, Sources Say — WSJ NEWS | Sep 23, 2026, 10:00 PM UTC H Shares of building materials companies are trading lower. Elevated bond yield and energy price gains may drive up borrowing costs, leading to a slowdown for the sector from fewer housing and construction projects. Shares of building materials companies are trading lower. Elevated bond yield and energy price gains may drive up borrowing costs, leading to a slowdown for the sector from fewer housing and construction projects. LIVE | Sep 23, 2026, 06:47 PM UTC L Knife River posts Sept. 2026 investor presentation, provides updated outlook and TTM adjusted EBITDA details Knife River posted investor presentation highlighting growth strategy, headwinds, and a TTM Adjusted EBITDA of $501.6M.Key Highlights:Original SEC Filing: Knife River Corp [ KNF ] - 8-K - Sep. 23, 2026This is an AI-power EARNINGS | Sep 23, 2026, 12:14 PM UTC H Transcript: Knife River Holding Q2 2026 Earnings Conference Call On Tuesday, Knife River Holding (NYSE: KNF ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and LIVE | Sep 17, 2026, 11:49 AM UTC L Knife River price target cut to $62 from $73 by Wells Fargo Wells Fargo cut its Knife River price target to $62.00 per share from $73.00, according to Benzinga ratings actions. EQUITY | Sep 09, 2026, 02:38 PM UTC M Wells Fargo downgrades construction materials; upgrades Martin Marietta Wells Fargo Securities downgraded three construction materials companies and upgraded Martin Marietta Materials after analyst Timna Tanners flagged weaker government spending, elevated interest rates and soft housing dem MACRO | Sep 09, 2026, 12:21 PM UTC L KNF - Knife River Corporation Reports Second Quarter 2026 Financial Results KNF - Knife River Corporation Reports Second Quarter 2026 Financial Results EARNINGS | Aug 04, 2026, 11:05 AM UTC L Knife River Raises FY2026 Sales Guidance from $3.300B-$3.500B to $3.400B-$3.600B vs $3.430B Est Knife River (NYSE: KNF ) raises FY2026 sales outlook from $3.300 billion-$3.500 billion to $3.400 billion-$3.600 billion vs $3.430 billion estimate. EARNINGS | Aug 04, 2026, 11:02 AM UTC H Knife River price target raised to $81 from $80 at Wells Fargo Wells Fargo raised the firm's price target on Knife River to $81 from $80 and keeps an Underweight rating on the shares. In a research note ahead of earnings for the Q2 Building Mats group, the firm says it sees Q2 press MACRO | Jul 08, 2026, 10:59 AM UTC L RBC Capital Maintains Outperform on Knife River, Lowers Price Target to $107 RBC Capital analyst Anthony Codling maintains Knife River (NYSE: KNF ) with a Outperform and lowers the price target from $109 to $107. EQUITY | Jun 30, 2026, 03:30 PM UTC