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Insider selling: $36,560,324 sold by 20 insiders (30d)
Est. revisions:
-1.6%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.5)
Factor Model
net -1.5 4.0 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Kirby EPS jumped 29% as insider fund loads up position
Watch: Monitor Q1 2026 earnings guidance and operating margin trends to confirm whether 2025's 20.8% marine transportation margin was sustainable or a cyclical peak. Continued insider or institutional accumulation would reinforce bullish momentum.
Kirby Corporation delivered $6.33 diluted EPS for 2025, a 29% jump from $4.91 in 2024, on $3.36 billion in revenue and $354.57 million in net income. The marine transportation operator maintained a healthy 20.8% operating margin, posting Q4 2025 EPS of $1.68. Atlantic Investment Management's decision to establish a $24.57 million position (223,000 shares) on February 17, 2026 signals institutional confidence in the business.
KEX's earnings acceleration reflects strong execution in marine transportation — a capital-intensive, cyclical business showing margin expansion and earnings power. Institutional buying at $126.68 per share validates the growth trajectory and suggests room to run, especially given the stock's 20% gain over the past year outpaced the S&P 500's 13%.
Evidence
6d ago
BTIG main KEX: Buy → Buy
47d ago
Kirby Posts $6.33 EPS in 2025 as Fund Makes $25 Million Bet on Marine Operator
yahoo-finance
58d ago
Kirby Posts $6.33 EPS in 2025 as Fund Makes $25 Million Bet on Marine Operator
yahoo-finance
Fundamentals & Data ▾
Kirby Corporation
Industrials · Marine Shipping
Mkt Cap
$8B
P/E
22.6 fwd 17.6
Beta
0.83
52w Range
$79.52 - $144.78
Short Interest
1.7M 3.99%
Days to Cover
2.1 +14%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+0.8%
Insiders
selling
0B / 6S
Analysts
mixed
EPS Estimate
$1.38
-1.6% 30d
0up / 4dn
Est. Dispersion
6%
6 analysts
Analyst Target
$154
$138 - $160
Options P/C
0.33
Insider Cluster
strong sell
0B / 10S
Fund Convergence
strong
D.E. Shaw, Citadel, Bridgewater, Two Sigma
Financials
Revenue
$852M +6% YoY
FCF
$265M
Gross Margin
26%
Op Margin
15%
Momentum:
decelerating
Top Holders
D.E. Shaw
$213M
Citadel
$57M
Bridgewater
$12M
Two Sigma
Recent Filings & Data
insider trade
102
net selling
· $36,560,324 sold
20 insiders · 102 transactions (30d)
Recent transactions
O'NEIL CHRISTIAN G · sell · $1,493,722
KUMAR RAJ · sell · $398,100
GRZEBINSKI DAVID W · sell · $4,441,468
GRZEBINSKI DAVID W · exercise · $2,503,000
EMBREE TRACY A · award
HUSTED AMY DELANEY · sell · $1,508,893
HUSTED AMY DELANEY · exercise · $635,204
DAVIS BARRY E · sell · $1,089,765
DAVIS BARRY E · exercise · $675,579
MCCAULEY JENNIFER N · other
MILLER SCOTT P · sell · $477,893
WOODRUFF WILLIAM MATTHEW · sell · $243,760
DRAGG RONALD A · sell · $662,338
DRAGG RONALD A · exercise · $204,259
O'NEIL CHRISTIAN G · other
MILLER SCOTT P · other
WOODRUFF WILLIAM MATTHEW · other
KUMAR RAJ · other
NIEMIETZ KURT A. · other
HUSTED AMY DELANEY · other
GRZEBINSKI DAVID W · other
DRAGG RONALD A · other
O'NEIL CHRISTIAN G · other
MILLER SCOTT P · other
WOODRUFF WILLIAM MATTHEW · other
NIEMIETZ KURT A. · other
HUSTED AMY DELANEY · other
GRZEBINSKI DAVID W · other
DRAGG RONALD A · other
O'NEIL CHRISTIAN G · sell · $1,244,674
O'NEIL CHRISTIAN G · exercise · $816,817
NIEMIETZ KURT A. · sell · $171,180
HUSTED AMY DELANEY · sell · $1,118,564
HUSTED AMY DELANEY · exercise · $769,833
GRZEBINSKI DAVID W · sell · $3,163,332
GRZEBINSKI DAVID W · exercise · $2,177,312
DRAGG RONALD A · sell · $299,437
DRAGG RONALD A · exercise · $200,720
STEWART RICHARD ROSS · sell · $207,357
HUSTED AMY DELANEY · other
BEDER TANYA S · award
WATERMAN WILLIAM M · award
WILLIAMS SHAWN D. · award
AINSWORTH ANNE-MARIE N. · award
DIO SUSAN LESLIE · award
STEWART RICHARD ROSS · award
DAVIS BARRY E · award
ALARIO RICHARD J · award
MILLER SCOTT P · sell · $520,272
O'NEIL CHRISTIAN G · other
MILLER SCOTT P · other
WOODRUFF WILLIAM MATTHEW · other
KUMAR RAJ · other
NIEMIETZ KURT A. · other
KRUGER JULIE MARIE · other
HUSTED AMY DELANEY · other
GRZEBINSKI DAVID W · other
DRAGG RONALD A · other
O'NEIL CHRISTIAN G · other
MILLER SCOTT P · other
WOODRUFF WILLIAM MATTHEW · other
NIEMIETZ KURT A. · other
KRUGER JULIE MARIE · other
HUSTED AMY DELANEY · other
GRZEBINSKI DAVID W · other
DRAGG RONALD A · other
WATERMAN WILLIAM M · sell · $5,205,730
STEWART RICHARD ROSS · sell · $1,025,680
GRZEBINSKI DAVID W · other
O'NEIL CHRISTIAN G · sell · $1,955,330
O'NEIL CHRISTIAN G · exercise · $742,331
DRAGG RONALD A · sell · $294,445
DRAGG RONALD A · exercise · $174,632
HUSTED AMY DELANEY · sell · $361,019
HUSTED AMY DELANEY · exercise · $215,402
O'NEIL CHRISTIAN G · sell · $1,729,882
O'NEIL CHRISTIAN G · exercise · $807,699
GRZEBINSKI DAVID W · sell · $3,175,085
GRZEBINSKI DAVID W · exercise · $1,990,029
DRAGG RONALD A · sell · $164,964
O'NEIL CHRISTIAN G · sell · $1,710,801
O'NEIL CHRISTIAN G · exercise · $1,005,795
GRZEBINSKI DAVID W · sell · $360,930
NIEMIETZ KURT A. · sell · $179,250
HUSTED AMY DELANEY · sell · $961,992
ALARIO RICHARD J · sell · $303,475
WATERMAN WILLIAM M · sell · $1,145,100
STRAHAN DORMAN LYNN · sell · $285,828
DRAGG RONALD A · sell · $176,280
WOODRUFF WILLIAM MATTHEW · sell · $409,688
STEWART RICHARD ROSS · sell · $74,090
BEDER TANYA S · award
WATERMAN WILLIAM M · award
WILLIAMS SHAWN D. · award
AINSWORTH ANNE-MARIE N. · award
DIO SUSAN LESLIE · award
STEWART RICHARD ROSS · award
DAVIS BARRY E · award
ALARIO RICHARD J · award
STEWART RICHARD ROSS · exercise · $597,120
ALARIO RICHARD J · exercise · $597,120
WATERMAN WILLIAM M · exercise · $597,120
4 signals · latest 6d ago
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