KNIFE RIVER CORP (KNF)
Materials · Construction Materials · NYSE
Knife River is a vertically integrated provider of construction materials and infrastructure contracting services with significant aggregate reserves across the United States.
What KNIFE RIVER CORP does
Knife River is a vertically integrated construction materials and contracting services company with 1.3 billion tons of aggregate reserves. The company operates across 15 states in the U.S., focusing on mid-size, higher-growth markets by providing aggregates, ready-mix concrete, asphalt, and heavy-civil/concrete construction services. Their business is organized into three geographic operating segments (West, Mountain, and Central) and one energy services segment that supplies liquid asphalt.
Themes: infrastructure spending, vertically integrated materials, heavy-civil construction, public-sector contracting
Fundamentals
- Price$66.17 as of 2026-08-21 close
- Market cap$3.8B as of 2026-08-21
- 1-year return-24.5% 2025-08-21 close $87.68 → 2026-08-21 close $66.17
- P/E26.75 as of 2026-08-24
- Net margin+4.2% as of 2026-08-24
- Gross margin+17.8% as of 2026-08-24
- ROE+8.7% as of 2026-08-24
- Debt / equity1.01 as of 2026-08-24
- Revenue growth (YoY)+12.1% as of 2026-08-24
- Revenue CAGR (3y)+7.5% SEC XBRL
- Beta0.52 as of 2026-08-24
- Last reported earnings2026-08-04 SEC EDGAR Form 8-K (Item 2.02)
How KNF compares in its sector
- price-to-earnings ratiomiddle range 94 covered Materials peers, as of 2026-08-24
- net profit marginmiddle range 142 covered Materials peers, as of 2026-08-24
- operating marginmiddle range 142 covered Materials peers, as of 2026-08-24
- gross marginmiddle range 141 covered Materials peers, as of 2026-08-24
- return on equitymiddle range 151 covered Materials peers, as of 2026-08-24
- 3-year revenue CAGRtop 25% 127 covered Materials peers
- free cash flow (absolute dollars, latest fiscal year)bottom 25% 124 covered Materials peers, as of FY2025
Position among covered Materials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
KNF is not currently in any published Top 10 list. Its scores are below.
Long-term score
Not scored for the long-term list: no shareholder return data.
Short-term score
24.5 #1684 of 1,704 scored · #83 of 83 in Materials
Momentum 36th: MACD momentum is positive; setup 29th: no Elliott-wave labelling currently fits its swings; weakest is trend 16th: it is trading 14.6% below its 50-day average, the short-term trend line.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
How KNIFE RIVER CORP looks technically
KNIFE RIVER CORP (KNF) is trading 15.4% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 4 trading days ago — a "death cross", a bearish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 27, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 1 trading day ago (its momentum flipped positive). It made a new 20-day low about 4 trading days ago. It is 31.3% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 15.4% below its 200-day average, the long-term trend line — a long-term downtrend | -15.4% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $77.49 | $77.49 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $78.20 | $78.20 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing low 11 calendar days ago — the swings before that are what the structure reading is measured on | 11 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that downward direction; the labelling fails if price closes above 77.62. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a completed three-part correction. | possible downward five-wave sequence, in wave 4 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 4 trading days ago — a "death cross", a bearish long-term signal | 4 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 27, with sellers in control | 26.8 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30) | 35.5 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($63.79 to $72.04) — its "stochastic" reading is 29 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 28.9 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 1 trading day ago (its momentum flipped positive) | 1 session |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $96.28 | $96.28 |
|---|---|---|
| From the 52-week high | it is 31.3% below its 52-week high (its highest price of the past year) | -31.3% |
| Above the 52-week low | it is 12.7% above its 52-week low (its lowest price of the past year) | +12.7% |
| Below the 52-week high | it is 31.3% below its highest point of the past year | 31.3% |
| Since a 20-day breakout | it made a new 20-day low about 4 trading days ago | 4 sessions |
| Since a 55-day breakout | it made a new 55-day low about 4 trading days ago | 4 sessions |
| All-time high | its highest closing price on record is $108.83 (set on 2025-01-22) | $108.83 |
| Given back of the 52-week move | over the past year its closes ranged ($59.93 to $93.97), and it has given back almost all of its rise from last year’s low — 82% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $71.84 to $72.93. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 81.7% |
| From the all-time high | it is 39.2% below its all-time high | -39.2% |
| Nearest price level | it is trading 1.1% below a resistance level at $66.89 — a price it turned at twice since 2025-11-18, most recently on 2026-02-02. Since 2024-08-21 it has 0 such levels below the current price and 17 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +1.1% |
| All-time low | its lowest closing price on record is $33.67 (set on 2023-06-01) | $33.67 |
| Above the all-time low | it is 96.5% above its all-time low | +96.5% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 68th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.08 between its high and its low — about 4.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $3.08 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $60.44 and $79.15 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $60.44 – $69.79 – $79.15 |
| Typical daily range (% of price) | its price moves about 4.7% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.7% |
| Stretch from the 200-day average | it is trading 3.9 daily ranges below its 200-day average price (15.4% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.9 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.85× |
|---|
Analyst
2
| Change in the average price target | analysts have cut their average price target by 2.5% since the prior reading | -2.5% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating has softened toward "sell" since the prior reading | 0.10 toward sell |
Candlestick patterns
4
| Since a doji | 2 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 2 sessions ago |
|---|---|---|
| Since a hammer | today, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close | today |
| Since a bullish engulfing | 9 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 9 sessions ago |
| Since a bearish engulfing | 7 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 7 sessions ago |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.1% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +1.1% |
|---|---|---|
| Open gap | it gapped 9.8% below the previous close 13 sessions ago and has not traded back through the level it left behind at 78.84 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -9.8% |
| Gap filled | a 2.0% gap up opened on 2026-07-30 has been "filled" 16 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 16 sessions ago |
Price streaks
1
| Closing streak | it has closed higher 3 sessions in a row, a +1.1% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 3 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 19.0 percentage points (the stock lost 16.7% while the market gained 2.3%) | -19.0% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 13.3 percentage points (the stock lost 10.2% while the market gained 3.1%) | -13.3% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 38.1 percentage points (the stock lost 27.0% while the market gained 11.1%) | -38.1% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 45.0 percentage points (the stock lost 24.5% while the market gained 20.5%) | -45.0% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: MACD momentum is positive — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bearish state: a strong downtrend, with sellers in control, a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 20% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 0.2% of the share price, which is taken to mean a barrier that gives way easily. | -20.1% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 17% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $79.38 — a volume-weighted average of daily closes over 155 sessions, not a true tick-by-tick VWAP. | -16.6% |
|---|---|---|
| Vs the average paid since it last reported | the price is 2% below the average price paid since it last reported on 2026-08-04 (its 10-Q), so the typical buyer over that stretch is under water. That average is $67.52 — a volume-weighted average of daily closes over 14 sessions, not a true tick-by-tick VWAP. | -2.0% |
Price levels it has turned at before
KNF last closed at $66.17 on 2026-08-21. Since 2024-08-21 it has turned at 0 prices below its last close and 17 above; the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $66.89 | Resistance | 1.1% above the last close | turned there twice · 2025-11-18 to 2026-02-02 |
| $70.15 | Resistance | 6.0% above the last close | turned there three times · 2025-09-25 to 2026-05-19 |
| $71.85 | Resistance | 8.6% above the last close | turned there twice · 2025-10-15 to 2026-06-08 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.
This labelling fails — stops being a possible reading at all — if it closes above $77.62.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $69.84 and $75.26 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a completed three-part correction, which fails on a close below $65.00.
This reading has stood for 4 trading days, since 2026-08-18.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Recent death cross (50-day crossed below 200-day) · Pulled back from the 12-month high · MACD just crossed bullish (12/26/9) · Analyst price target recently CUT · lagging the market | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (1.88 mean, 1=Strong Buy…5=Strong Sell) — 8 analysts
- Mean price target$94.50 range $73.00 – $118.00; median $96.50
Analyst estimates, as of 2026-08-22. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for KNF
- Consensus EPS estimate$2.79 next reporting period, as of 2026-08-22
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Seasonality of construction and infrastructure projects, which heavily impacts quarterly financial performance.","Heavy dependence on public-sector infrastructure spending levels.","Operational risks associated with maintaining extensive aggregate reserves and heavy equipment fleets."]
What changed in the latest 10-Q
AI-assisted comparison of KNF's 10-Q filed 2026-05-05 against the prior one filed 2025-11-05.
Management's Discussion & Analysis (MD&A)
- Added:
- Reference to Section 27A of the Securities Act of 1933, as amended (added in 2026-05-05 filing)
- Notes:
- Both texts appear truncated at the end (cut off mid-sentence at 'section entitled "'), making full comparison of complete sections impossible
- The substantive difference is the addition of Section 27A of the Securities Act of 1933 reference in the newer filing
Risk Factors
- Added:
- Newer filing specifies 1.3 billion tons of aggregate reserves as of December 31, 2025 (vs. 1.2 billion as of December 31, 2024 in older filing)
- Newer filing states company operates across 15 states (vs. 14 U.S. states in older filing)
- Newer filing describes company as 'aggregates-based' rather than 'aggregates-led'
- Newer filing states 35 percent of aggregates support internal production (vs. 37 percent in older filing)
- Newer filing removes explanation of January 2025 segment reorganization that was detailed in older filing
- Newer filing presents Q1 2026 financial statements with net loss of $79.176 million vs. Q1 2025 net loss of $68.710 million
- Newer filing shows March 31, 2026 balance sheet with total assets of $3.817863 billion
- Newer filing presents consolidated statements of equity for periods ended March 31, 2026 and March 31, 2025
- Removed:
- Older filing contained detailed explanation of January 2025 organizational restructuring combining Pacific and Northwest segments into West segment, and North Central and South segments into Central segment
- Older filing presented Q3 2025 and nine-month 2025 financial statements showing net income of $143.151 million and $125.044 million respectively
- Older filing presented September 30, 2025 balance sheet data
- Older filing included references to 'Costs and estimated earnings in excess of billings on uncompleted contracts' and 'Billings in excess of costs and estimated earnings on uncompleted contracts' line items
- Older filing included detailed Corporate Services description in business segment explanation
- Reworded:
- Introduction shifted from discussing targets in 'high-growth markets' (older) to 'higher-growth markets' (newer)
- Description of aggregate reserve date changed from 'December 31, 2024' to 'December 31, 2025'
- Consolidated balance sheet line item changed from 'Costs and estimated earnings in excess of billings on uncompleted contracts' to 'Contract assets' and 'Billings in excess of costs and estimated earnings on uncompleted contracts' to 'Contract liabilities' in newer filing
- Newer filing streamlined business segment description, removing detailed explanation of segment reorganization timeline and combining rationale
- Notes:
- The two filings represent different quarterly periods (Q1 2026 in newer vs. Q3 2025 in older), making direct financial comparison appropriate only where noted
- Balance sheet line item reclassification from 'Costs and estimated earnings...' to 'Contract assets' may reflect accounting presentation change rather than substantive business change
- Aggregate reserve figures compare year-end 2025 (newer) to year-end 2024 (older), representing one-year change
- Percentage of aggregates supporting internal production decreased from 37% to 35% between filings
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for KNF — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding KNF as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 9,471,044
- Reported value $773,310,682
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 1 increased, 4 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
KNF had 3,301,111 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
KNF had 5.82% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 7.66 days to cover at the same settlement.
- Reported short interest (shares) 3,301,111
- Short interest (% of shares outstanding) 5.82%
- Prior settlement (shares) 3,270,972
- Reported change 0.92%
- Days to cover (reported) 7.66
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Vulcan Materials (VMC)
- Martin Marietta Materials (MLM)
- Summit Materials (SUM)
- CRH plc (CRH)
- U.S. Concrete (VMC)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare KNF vs…
Frequently asked questions
What does KNIFE RIVER CORP (KNF) do?
Knife River is a vertically integrated construction materials and contracting services company with 1.3 billion tons of aggregate reserves. The company operates across 15 states in the U.S., focusing on mid-size, higher-growth markets by providing aggregates, ready-mix concrete, asphalt, and heavy-civil/concrete construction services. Their business is organized into three geographic operating segments (West, Mountain, and Central) and one energy services segment that supplies liquid asphalt.
What sector is KNIFE RIVER CORP (KNF) in?
KNIFE RIVER CORP (KNF) is classified in the Materials sector. Its industry is Construction Materials. It trades on NYSE.
Who are KNIFE RIVER CORP's (KNF) competitors?
Notable peers of KNIFE RIVER CORP (KNF) include Vulcan Materials, Martin Marietta Materials, Summit Materials, CRH plc and U.S. Concrete. This peer set is informational only — not financial advice.
Is KNIFE RIVER CORP (KNF) overbought or oversold right now?
KNIFE RIVER CORP (KNF) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 36, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on KNF come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.