Knowles (NYSE:KN) Sees Large Volume Increase Following Better-Than-Expected Earnings

Shares of 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 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 earnings per share for the quarter, beating the consensus estimate of $0.31 by $0.02. Knowles had a return on equity of 11.55% and a net margin of 10.63%.The business had revenue of $166.80 million for the quarter, compared to analyst estimates of $156.97 million. During the same period in the previous year, the company posted $0.24 EPS. The company’s revenue was up 14.3% compared to the same quarter last year. 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 beat Q2 earnings and revenue estimates, showing stronger-than-expected demand across its specialty electronic components business. Knowles (KN) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised the outlook for Q3 2026, with EPS guidance of $0.34-$0.38 and revenue guidance of $167.0 million-$177.0 million, both above consensus estimates. Knowles Reports Q2 2026 Financial Results and Provides Outlook for Q3 2026
• Positive Sentiment: Commentary around a “bullish” Q2 and optimistic near-term revenue guidance reinforced the view that operating momentum is improving. Knowles (NYSE:KN) Reports Bullish Q2 CY2026, Provides Optimistic Revenue Guidance for Next Quarter
• Neutral Sentiment: The earnings call transcript and snapshot articles mainly repeat the same results and guidance, adding little new information beyond the headline beat. Knowles Corporation (KN) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Several unrelated entertainment articles about Matthew Knowles and Destiny’s Child are not connected to Knowles Corporation’s fundamentals. Mathew Knowles Says Unreleased Destiny’s Child Remixes Are Coming

Analysts Set New Price Targets

KN has been the subject of several research reports. Susquehanna boosted their price objective on shares of Knowles from $33.00 to $40.00 and gave the stock a “neutral” rating in a research note on Friday. Craig Hallum restated a “buy” rating and set a $38.00 target price on shares of Knowles in a report on Friday, April 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Knowles in a research report on Friday, May 22nd. Robert W. Baird set a $44.00 price target on Knowles in a report on Friday. Finally, Zacks Research lowered Knowles from a “strong-buy” rating to a “hold” rating in a research report on Friday, June 26th. Two equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $40.67.

Insiders Place Their Bets

In other Knowles news, CEO Jeffrey Niew sold 142,857 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $33.25, for a total value of $4,749,995.25. Following the completion of the transaction, the chief executive officer directly owned 883,719 shares of the company’s stock, valued at $29,383,656.75. This represents a 13.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Daniel J. Giesecke sold 20,201 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $37.32, for a total value of $753,901.32. Following the sale, the chief operating officer owned 175,855 shares of the company’s stock, valued at $6,562,908.60. This represents a 10.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 173,058 shares of company stock worth $5,809,156 in the last quarter. 2.24% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Knowles

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Franklin Resources Inc. boosted its stake in shares of Knowles by 10.5% during 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 buying an additional 484,500 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Knowles by 7.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 2,806,916 shares of the communications equipment provider’s stock valued at $60,152,000 after acquiring an additional 205,573 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in Knowles by 365.4% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,394,341 shares of the communications equipment provider’s stock valued at $32,502,000 after acquiring an additional 1,094,715 shares during the last quarter. Raymond James Financial Inc. boosted its stake in Knowles by 52.8% during the 3rd quarter. Raymond James Financial Inc. now owns 1,360,918 shares of the communications equipment provider’s stock valued at $31,723,000 after acquiring an additional 470,100 shares during the last quarter. Finally, Bank of America Corp DE grew its holdings in Knowles by 7.5% during the 3rd quarter. Bank of America Corp DE now owns 825,344 shares of the communications equipment provider’s stock worth $19,239,000 after acquiring an additional 57,899 shares in the last quarter. 96.35% of the stock is currently owned by hedge funds and other institutional investors.

Knowles Stock Performance

The company’s fifty day simple moving average is $38.00 and its two-hundred day simple moving average is $30.95. The company has a market capitalization of $3.21 billion, a price-to-earnings ratio of 48.72 and a beta of 1.59. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 3.27.

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.