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Knife River Corporation (KNF)

Basic Materials | Building Materials | Bismarck, United States | NYSE
64.24 USD -2.33 (-3.500%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 64.37 +0.13 (0.202%) ⇧ (Aug. 28, 2026, 8 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★⯪☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 2:15 a.m. EDT

The investment case for Knife River is bifurcated by a disconnect between its operational recovery and its capital structure. Fundamentally, the business is showing signs of life with revenue growing 12.6% and a massive 89.9% price appreciation over the last two years, suggesting the market has largely priced in a successful turnaround. However, the balance sheet remains a significant overhang; the company carries debt equal to 104% of its equity, and free cash flow is currently negative. This leverage caps the long-term rating, preventing it from reaching 'exceptional' status despite the strong growth trajectory. In the short term, the stock is technically stuck in a consolidation phase, trading well below its 50-day moving average, which dampens immediate momentum. The options market reflects this caution, with heavy put positioning indicating that speculators expect volatility and potential downside before any major rally can take hold. Until the debt-to-equity ratio improves or free cash flow turns consistently positive, the risk/reward profile remains skewed toward patience rather than aggressive entry.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.099017
AutoETS0.104763
AutoARIMA0.104764
MSTL0.112434

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 38%
H-stat 13.88
Ljung-Box p 0.000
Jarque-Bera p 0.265
Excess Kurtosis -1.15
Attribute Value
Sector Basic Materials
Debt to Equity Ratio 103.908
Revenue per Share 58.334
Market Cap 3,645,867,520
Trailing P/E 26.99
Forward P/E 16.17
Beta 0.55
Profit Margins 4.23%
Website https://www.kniferiver.com

As of Aug. 22, 2026, 2:15 a.m. EDT: Speculators are positioning for a moderate downside correction rather than a breakout. While there is some call interest at the $80 resistance level, put volume and open interest are significantly heavier, particularly in the November expiration where deep out-of-the-money puts ($100 strike) show new inflow. The open interest concentration suggests a 'floor' is being established around the $60-$65 range, with traders betting against further weakness despite the stock's recent recovery.


Info Dump

Attribute Value
52 Week Change -0.19710034
Address1 1,150 West Century Avenue
Address2 PO Box 5568
All Time High 108.83
All Time Low 36.48
Ask 70.82
Ask Size 200
Audit Risk 2
Average Analyst Rating 1.8 - Buy
Average Daily Volume10 Day 787,690
Average Daily Volume3 Month 666,201
Average Volume 666,201
Average Volume10Days 787,690
Beta 0.552
Bid 64.0
Bid Size 300
Board Risk 1
Book Value 28.291
City Bismarck
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 1
Country United States
Crypto Tradeable 0
Currency USD
Current Price 64.24
Current Ratio 2.665
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 67.835
Day Low 64.23
Debt To Equity 103.908
Display Name Knife River
Earnings Call Timestamp End 1,785,855,600
Earnings Call Timestamp Start 1,785,855,600
Earnings Growth -0.135
Earnings Quarterly Growth -0.133
Earnings Timestamp 1,785,846,600
Earnings Timestamp End 1,793,709,000
Earnings Timestamp Start 1,793,709,000
Ebitda 494,416,992
Ebitda Margins 0.14948
Enterprise To Ebitda 10.668
Enterprise To Revenue 1.595
Enterprise Value 5,274,440,192
Eps Current Year 2.855
Eps Forward 3.97333
Eps Trailing Twelve Months 2.38
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 76.044
Fifty Day Average Change -11.804001
Fifty Day Average Change Percent -0.15522593
Fifty Two Week Change Percent -19.710033
Fifty Two Week High 96.28
Fifty Two Week High Change -32.04
Fifty Two Week High Change Percent -0.3327794
Fifty Two Week Low 58.72
Fifty Two Week Low Change 5.5199966
Fifty Two Week Low Change Percent 0.09400539
Fifty Two Week Range 58.72 - 96.28
Financial Currency USD
First Trade Date Milliseconds 1,686,058,200,000
Float Shares 56,462,574
Forward Eps 3.97333
Forward P E 16.167799
Free Cashflow -3,501,250
Full Exchange Name NYSE
Full Time Employees 5,298
Fullday Change -2.33
Fullday Change Percent -3.50008
Fullday Price 64.37
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.17828
Gross Profits 589,672,000
Has Pre Post Market Data 1
Held Percent Insiders 0.00433
Held Percent Institutions 1.0351
Implied Shares Outstanding 56,753,855
Industry Building Materials
Industry Disp Building Materials
Industry Key building-materials
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Knife River Corporation, together with its subsidiaries, provides aggregates-based construction materials and contracting services in the United States. The company operates through West, Mountain, Central, and Energy Services segments. It mines, processes, and sells construction aggregates, including crushed stone and sand, and gravel; and produces and sells asphalt and ready-mix concrete. The company also provides contracting services, such as heavy-civil construction, asphalt and concrete paving, and site development and grading. In addition, it sells cement, merchandise, and other building materials and related services; and produces and supplies liquid asphalt for use in asphalt road construction. The company sells its construction materials to public and private-sector customers comprising federal, state, and municipal governments; industrial, commercial, and residential developers, as well as other private parties; and provides its contracting services to public-sector customers for the development and servicing of highways, local roads, bridges, and other public-infrastructure projects. Knife River Corporation was founded in 1917 and is headquartered in Bismarck, North Dakota.
Long Name Knife River Corporation
Market us_market
Market Cap 3,645,867,520
Market State CLOSED
Max Age 86,400
Message Board Id finmb_635662
Most Recent Quarter 1,782,777,600
Net Income To Common 139,888,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 3,778,740,869
Number Of Analyst Opinions 9
Open 66.91
Operating Cashflow 312,683,008
Operating Margins 0.08802
Overall Risk 1
Payout Ratio 0.0
Peg Ratio 1.62
Phone 701 530 1400
Post Market Change 0.13000488
Post Market Change Percent 0.20237373
Post Market Price 64.37
Post Market Time 1,787,961,600
Previous Close 66.57
Price Eps Current Year 22.500875
Price Hint 2
Price To Book 2.2706866
Price To Sales Trailing12 Months 1.1023034
Profit Margins 0.042290002
Quick Ratio 1.322
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.77778
Region US
Regular Market Change -2.33
Regular Market Change Percent -3.50008
Regular Market Day High 67.835
Regular Market Day Low 64.23
Regular Market Day Range 64.23 - 67.835
Regular Market Open 66.91
Regular Market Previous Close 66.57
Regular Market Price 64.24
Regular Market Time 1,787,947,202
Regular Market Volume 509,318
Return On Assets 0.045
Return On Equity 0.09122
Revenue Growth 0.126
Revenue Per Share 58.334
Sand P52 Week Change 0.20204377
Sector Basic Materials
Sector Disp Basic Materials
Sector Key basic-materials
Share Holder Rights Risk 2
Shares Outstanding 56,753,855
Shares Percent Shares Out 0.0636
Shares Short 3,607,634
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 3,270,972
Short Name Knife Riv Holding Co.
Short Percent Of Float 0.082399994
Short Ratio 5.13
Source Interval 15
State ND
Symbol KNF
Target High Price 118.0
Target Low Price 73.0
Target Mean Price 93.44444
Target Median Price 90.0
Total Cash 40,687,000
Total Cash Per Share 0.717
Total Debt 1,668,644,992
Total Revenue 3,307,499,008
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 2.38
Trailing P E 26.991594
Trailing Peg Ratio 1.6167
Triggerable 1
Two Hundred Day Average 78.47345
Two Hundred Day Average Change -14.233452
Two Hundred Day Average Change Percent -0.1813792
Type Disp Equity
Volume 509,318
Website https://www.kniferiver.com
Zip 58,506-5568