KEX

KIRBY CORP

NYSE · Water Transportation · Inc. NV · CIK 0000056047
$141.55 -0.32% $7.6B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)28 New Institutional Positions15 Institutional Exits
Vol
Market Cap$7.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$5.2B
Inst. Activity28 buys / 15 sells
Insider Activity0B / 11S
Insider Net $-$8.5M
SEC Reports5
Exchange NYSE·Sector Water Transportation·Inc. NV·CIK 0000056047·Prev Close $142.00

Recent Activity

May 25, 2026 dark_pool
Dark Pool: KEX — 0.7M shares, 22,985 trades
Week starting 2026-05-25. Total ATS volume: 651,971 shares across 22,985 trades.
May 18, 2026 SEC
Three KEX insiders, including the President/COO and top legal officer, sold a combined $2.33M in open-market sales on Ma
CLUSTER — Impact 4/10
May 18, 2026 SEC
Two KEX insiders (President/COO and EVP/GC) made open-market sales totaling $2.23M, representing just 0.029% of the comp
CLUSTER — Impact 3/10
May 15, 2026 Insider
Husted Amy D. sold 4,000 shares
Exec VP General Counsel & Sec @ $145.43 ($581.7K)
May 15, 2026 Insider
O'Neil Christian G. sold 11,287 shares
President and COO @ $145.93 ($1.6M)
May 15, 2026 Insider
Woodruff William Matthew sold 678 shares
VP of Public and Govt Affairs @ $147.37 ($99.9K)
Apr 30, 2026 SEC
Kirby reported Q1 2026 EPS of $1.50, beating consensus of $1.38 by 8.7%, and revenue of $844.1M, beating estimates of $8
8-K — Impact 7/10
Inst.
FIRST TRUST ADVISORS LP — TRIM
1,404,714 shares ($186.7M)

Price Targets

$166.33 +17.5% upside Buy
Current $141.55 Low $158.00 Median $167.50 High $175.00 6 analysts
$158.00 $175.00

Analyst Ratings

Strong Buy90% buy · 10 analysts
6Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 1, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 30, 2026 BTIG MAINTAIN Buy → Buy
Apr 15, 2026 BTIG MAINTAIN Buy → Buy
Apr 9, 2026 Citigroup MAINTAIN Buy → Buy
Jan 30, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.62 $1.56 — $1.70 -3% YoY 6
Next Q $1.94 $1.83 — $2.15 18% YoY 6
Current FY $7.01 $6.90 — $7.25 11% YoY 6
Next FY $8.28 $7.60 — $9.20 18% YoY 6

Latest Reports

NEUTRAL CLUSTER 4/10
Three KEX insiders, including the President/COO and top legal officer, sold a combined $2.33M in open-market sales on Ma
May 18, 2026
NEUTRAL CLUSTER 3/10
Two KEX insiders (President/COO and EVP/GC) made open-market sales totaling $2.23M, representing just 0.029% of the comp
May 18, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$701.2M—
GOLDMAN SACHS GROUP INC$375.8M—
MORGAN STANLEY$354.8M—
VANGUARD PORTFOLIO MANAGEMENT LLC$353.6M—
DIMENSIONAL FUND ADVISORS LP$347.8M—

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Husted AmySELL$581.7K
May 15, 2026O'Neil ChristianSELL$1.6M
May 15, 2026Woodruff WilliamSELL$99.9K
May 4, 2026ALARIO RICHARDA$0.00
May 4, 2026Beder TanyaA$0.00
50 institutional holders with $5.2B total value (39,654,485 shares) as of 2026-Q1. Top holders: BlackRock,, GOLDMAN, MORGAN. Net buying activity: 28 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,277,159$701.2M13.4%—
2GOLDMAN SACHS GROUP INC2,827,971$375.8M7.2%—
3MORGAN STANLEY2,670,163$354.8M6.8%—
4VANGUARD PORTFOLIO MANAGEMENT LLC2,661,025$353.6M6.7%—
5DIMENSIONAL FUND ADVISORS LP2,617,538$347.8M6.6%—
6VANGUARD CAPITAL MANAGEMENT LLC2,407,527$319.9M6.1%—
7Neuberger Berman Group LLC1,735,388$230.6M4.4%—
8STATE STREET CORP1,638,974$217.8M4.2%—
9WELLINGTON MANAGEMENT GROUP LLP1,575,493$209.4M4.0%—
10KING LUTHER CAPITAL MANAGEMENT CORP1,560,791$207.4M4.0%—
11FIRST TRUST ADVISORS LP1,404,714$186.7M3.6%TRIM -37.8%
12ALLIANCEBERNSTEIN L.P.1,115,740$122.9M2.3%NEW
13FMR LLC794,553$105.6M2.0%ADD +68.3%
14JENNISON ASSOCIATES LLC758,029$100.7M1.9%TRIM -25.8%
15AMERIPRISE FINANCIAL INC731,343$97.2M1.9%ADD +47.8%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC697,817$92.7M1.8%—
17FRONTIER CAPITAL MANAGEMENT CO LLC644,329$85.6M1.6%DOUBLED +384.7%
18CITADEL ADVISORS LLC625,614$83.1M1.6%—
19CONGRESS ASSET MANAGEMENT CO625,542$83.1M1.6%NEW
20BARROW HANLEY MEWHINNEY & STRAUSS LLC605,986$80.5M1.5%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIRST TRUST ADVISORS LPTRIM2,256,6671,404,714-37.8%$186.7M2026-Q1
FMR LLCADD472,147794,553+68.3%$105.6M2026-Q1
AMERIPRISE FINANCIAL INCADD494,756731,343+47.8%$97.2M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCDOUBLED132,932644,329+384.7%$85.6M2026-Q1
Hood River Capital Management LLCNEW—464,322—$61.7M2026-Q1
Select Equity Group, L.P.DOUBLED163,731375,897+129.6%$49.9M2026-Q1
Assenagon Asset Management S.A.ADD214,979281,505+30.9%$37.4M2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCTRIM358,340263,609-26.4%$35.0M2026-Q1
SEI INVESTMENTS CODOUBLED64,022221,757+246.4%$29.5M2026-Q1
FIL LtdADD130,874219,500+67.7%$29.2M2026-Q1
FEDERATED HERMES, INC.DOUBLED35,241201,861+472.8%$26.8M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM304,211187,892-38.2%$25.0M2026-Q1
Gotham Asset Management, LLCADD104,719177,609+69.6%$23.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD95,580155,002+62.2%$20.6M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED18,365118,506+545.3%$15.7M2026-Q1
Verition Fund Management LLCTRIM85,13058,239-31.6%$7.7M2026-Q1
STRS OHIODOUBLED1,33757,990+4237.3%$7.7M2026-Q1
Mariner, LLCADD36,18355,092+52.3%$7.3M2026-Q1
AmundiNEAR_EXIT284,36352,316-81.6%$7.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED73949,853+6646.0%$6.6M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED7,76741,205+430.5%$5.5M2026-Q1
MACKENZIE FINANCIAL CORPADD27,59140,799+47.9%$5.4M2026-Q1
Russell Investments Group, Ltd.ADD26,97536,233+34.3%$4.8M2026-Q1
Horizon Investments, LLCDOUBLED6,60536,155+447.4%$4.8M2026-Q1
Holocene Advisors, LPTRIM45,02431,218-30.7%$4.1M2026-Q1
18 unique insiders with 50 transactions. Net insider value: -$8.5M ($0.00 bought, $8.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Husted Amy D.Exec VP General Counsel & SecSELL4,000$145.43$581.7K
May 15, 2026O'Neil Christian G.President and COOSELL11,287$145.93$1.6M
May 15, 2026Woodruff William MatthewVP of Public and Govt AffairsSELL678$147.37$99.9K
May 4, 2026ALARIO RICHARD JDirectorAWARD1,392——
May 4, 2026Beder Tanya SDirectorAWARD1,392——
May 4, 2026DAVIS BARRY EDirectorAWARD1,392——
May 4, 2026Dio Susan LeslieDirectorAWARD1,392——
May 4, 2026Ainsworth Anne-MarieDirectorAWARD1,392——
May 4, 2026Embree Tracy ADirectorAWARD1,392——
May 4, 2026Williams Shawn D.DirectorAWARD1,392——
May 4, 2026DRAGG RONALD AVice President and ControllerSELL1,726$145.01$250.3K
May 4, 2026Waterman William M.DirectorAWARD1,392——
Mar 2, 2026Kumar RajExec VP and CFOSELL3,000$132.70$398.1K
Mar 2, 2026O'Neil Christian G.President and COOSELL11,287$132.34$1.5M
Feb 24, 2026Grzebinski David WCEOEXERCISE34,152$73.29$2.5M
Feb 20, 2026Embree Tracy ADirectorAWARD384——
Feb 20, 2026Kerin Matthew PVP IR and TreasurerAWARD2,530——
Feb 20, 2026Husted Amy D.Exec VP General Counsel & SecEXERCISE8,667$73.29$635.2K
Feb 20, 2026Husted Amy D.Exec VP General Counsel & SecSELL11,667$129.33$1.5M
Feb 19, 2026DAVIS BARRY EDirectorEXERCISE3,188$70.65$225.2K
Feb 19, 2026DAVIS BARRY EDirectorSELL8,480$128.51$1.1M
Feb 14, 2026McCauley Jennifer N.Chief HR OfficerEXERCISE934——
Feb 14, 2026McCauley Jennifer N.Chief HR OfficerTAX W/H366$124.93$45.7K
Feb 10, 2026MILLER SCOTT PVP - CIOSELL3,960$120.68$477.9K
Feb 9, 2026Woodruff William MatthewVP of Public and Govt AffairsSELL2,000$121.88$243.8K
Feb 4, 2026DRAGG RONALD AVice President and ControllerSELL5,429$122.00$662.3K
Feb 4, 2026DRAGG RONALD AVice President and ControllerEXERCISE2,787$73.29$204.3K
Feb 3, 2026DRAGG RONALD AVice President and ControllerEXERCISE2,788——
Feb 3, 2026DRAGG RONALD AVice President and ControllerTAX W/H696$120.68$84.0K
Feb 3, 2026DRAGG RONALD AVice President and ControllerEXERCISE758——
Feb 3, 2026Husted Amy D.Exec VP General Counsel & SecEXERCISE7,319——
Feb 3, 2026Husted Amy D.Exec VP General Counsel & SecTAX W/H2,882$120.68$347.8K
Feb 3, 2026Husted Amy D.Exec VP General Counsel & SecEXERCISE2,273——
Feb 3, 2026Kumar RajExec VP and CFOEXERCISE5,458——
Feb 3, 2026Kumar RajExec VP and CFOTAX W/H2,208$120.68$266.5K
Feb 3, 2026Kumar RajExec VP and CFOEXERCISE1,455——
Feb 3, 2026MILLER SCOTT PVP - CIOEXERCISE5,375——
Feb 3, 2026MILLER SCOTT PVP - CIOTAX W/H1,311$120.68$158.2K
Feb 3, 2026MILLER SCOTT PVP - CIOEXERCISE1,591——
Feb 3, 2026Niemietz Kurt A.VP IR & TreasurerEXERCISE1,656——
Feb 3, 2026Niemietz Kurt A.VP IR & TreasurerTAX W/H693$120.68$83.6K
Feb 3, 2026Niemietz Kurt A.VP IR & TreasurerEXERCISE455——
Feb 3, 2026Woodruff William MatthewVP of Public and Govt AffairsEXERCISE1,109——
Feb 3, 2026Woodruff William MatthewVP of Public and Govt AffairsTAX W/H475$120.68$57.3K
Feb 3, 2026Woodruff William MatthewVP of Public and Govt AffairsEXERCISE303——
Feb 3, 2026Grzebinski David WCEOEXERCISE22,470——
Feb 3, 2026Grzebinski David WCEOTAX W/H8,844$120.68$1.1M
Feb 3, 2026Grzebinski David WCEOEXERCISE6,820——
Feb 3, 2026O'Neil Christian G.President and COOEXERCISE10,188——
Feb 3, 2026O'Neil Christian G.President and COOTAX W/H4,011$120.68$484.0K
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.6/10.
NEUTRAL CLUSTER 4/10
Three KEX insiders, including the President/COO and top legal officer, sold a combined $2.33M in ope
May 18, 2026
NEUTRAL CLUSTER 3/10
Two KEX insiders (President/COO and EVP/GC) made open-market sales totaling $2.23M, representing jus
May 18, 2026
BULLISH 8-K 7/10
Kirby reported Q1 2026 EPS of $1.50, beating consensus of $1.38 by 8.7%, and revenue of $844.1M, bea
Apr 30, 2026
NEUTRAL DEFA14A 3/10
Kirby Corporation filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Stockh
Mar 6, 2026
BEARISH CLUSTER 6/10
Two key executives at Kirby Corp — President and COO Christian O'Neil and CFO Raj Kumar — sold share
Mar 4, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (90% buy). Based on 10 analysts: 6 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$166.33 mean target +17.5% upside Buy (1.00)
$158.00 Low $175.00 High
MetricValue
Current Price$141.55
Target Low$158.00
Target Mean$166.33
Target Median$167.50
Target High$175.00
# Analysts6
RecommendationBuy (1.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.62 $1.56 $1.70 -3.0% -0.2% 1↑ 4↓ $0.9B 0.6% 6
Next Q
2026-09-30
 $1.94 $1.83 $2.15 17.8% +0.4% 2↑ 0↓ $0.9B 3.5% 6
Current FY
2026-12-31
 $7.01 $6.90 $7.25 10.8% +0.0% 4↑ 1↓ $3.5B 4.0% 6
Next FY
2027-12-31
 $8.28 $7.60 $9.20 18.0% +0.1% 5↑ 1↓ $3.7B 6.6% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.619
7d ago$1.619
30d ago$1.623-0.003
60d ago$1.702-0.083
90d ago$1.702-0.083
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 1, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 30, 2026 BTIG MAINTAIN Buy Buy
Apr 15, 2026 BTIG MAINTAIN Buy Buy
Apr 9, 2026 Citigroup MAINTAIN Buy Buy
Jan 30, 2026 Citigroup MAINTAIN Buy Buy
Jan 29, 2026 BTIG MAINTAIN Buy Buy
Jan 20, 2026 Citigroup MAINTAIN Buy Buy
Jan 15, 2026 BTIG MAINTAIN Buy Buy
Dec 19, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266310090%
May 1, 20266310090%
Apr 1, 20266310090%
Mar 1, 20266310090%
Feb 1, 20266310090%
Jan 1, 20266310090%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: KEX — 0.7M shares, 22,985 trades
Week starting 2026-05-25. Total ATS volume: 651,971 shares across 22,985 trades.
May 18, 2026
dark_pool
Dark Pool: KEX — 0.9M shares, 30,414 trades
Week starting 2026-05-18. Total ATS volume: 946,080 shares across 30,414 trades.
May 11, 2026
dark_pool
Dark Pool: KEX — 1.1M shares, 31,810 trades
Week starting 2026-05-11. Total ATS volume: 1,075,403 shares across 31,810 trades.
May 4, 2026
dark_pool
Dark Pool: KEX — 0.9M shares, 31,824 trades
Week starting 2026-05-04. Total ATS volume: 894,694 shares across 31,824 trades.
Apr 30, 2026
earnings
Kirby Corporation Announces First Quarter 2026 Results
<p align="justify">HOUSTON, April 30, 2026 (GLOBE NEWSWIRE) -- Kirby Corporation (“Kirby” or “the Company”) (NYSE: KEX) today announced net earnings
Apr 30, 2026
earnings_calendar
KEX Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: KEX — 1.7M shares, 40,101 trades
Week starting 2026-04-27. Total ATS volume: 1,698,635 shares across 40,101 trades.
Apr 20, 2026
dark_pool
Dark Pool: KEX — 1.1M shares, 32,087 trades
Week starting 2026-04-20. Total ATS volume: 1,087,460 shares across 32,087 trades.
Apr 15, 2026
short_interest
FTD: KEX — 21,689 shares ($3.1M) failed to deliver
Settlement: 20260415, Price: $142.63, FTD Value: $3,093,502.07, KIRBY CORPORATION
Apr 13, 2026
dark_pool
Dark Pool: KEX — 1.3M shares, 34,726 trades
Week starting 2026-04-13. Total ATS volume: 1,300,996 shares across 34,726 trades.
Apr 6, 2026
dark_pool
Dark Pool: KEX — 1.2M shares, 32,726 trades
Week starting 2026-04-06. Total ATS volume: 1,162,246 shares across 32,726 trades.
Mar 31, 2026
earnings
Kirby Corporation Announces Date for 2026 First Quarter Earnings Release and Earnings Webcast
<p align="justify">HOUSTON, March 31, 2026 (GLOBE NEWSWIRE) -- Kirby Corporation ("Kirby") (NYSE: KEX) will announce its 2026 first quarter results
Mar 30, 2026
dark_pool
Dark Pool: KEX — 0.8M shares, 23,907 trades
Week starting 2026-03-30. Total ATS volume: 777,016 shares across 23,907 trades.
Mar 23, 2026
dark_pool
Dark Pool: KEX — 1.3M shares, 30,891 trades
Week starting 2026-03-23. Total ATS volume: 1,272,318 shares across 30,891 trades.
Mar 19, 2026
short_interest
FTD: KEX — 9,733 shares ($1.2M) failed to deliver
Settlement: 20260319, Price: $125.89, FTD Value: $1,225,287.37, KIRBY CORPORATION
Mar 18, 2026
Enforcement
Kirby v. State
Court ruling from Supreme Court of Delaware. Docket: 352, 2025