Kirby Corporation (KEX)

In the past six months, Kirby Corp.'s stock price has been impacted by several events. The Q4 2025 earnings report showed mixed results, leading to a negative market reaction. The stock reached a new 52-week high in January 2026. Analyst rating updates included both price target raises and cuts. There have been multiple instances of insider selling from November 2025 to February 2026.

Kirby Corp. experiences demand seasonality, particularly in its marine transportation business. The fourth quarter of 2025 was impacted by seasonal weather and year-end softness. The company anticipates that the first quarter will likely have the lowest operating margins for inland marine, with gradual improvement expected throughout the year.

Kirby Corporation is a domestic tank barge operator in the United States, operating in the Marine Shipping industry. The company's Marine Transportation segment provides services for bulk liquid products, while its Distribution and Services segment focuses on aftermarket service, replacement parts, and equipment rental.

Kirby Corporation's operations span across the United States, including the Mississippi River System, the Gulf Intracoastal Waterway, and coastwise along three U.S. coasts, including Alaska and Hawaii.

Kirby Corporation's reputation can be inferred from its operational performance and market perception. The company concluded 2025 with a record performance, but the recent Q4 2025 earnings report led to a negative stock market reaction. Management cited seasonal softness and weather-related delays as headwinds, as well as weakness in the conventional oil and gas market.

Kirby Corporation's ownership structure is primarily composed of institutional investors, who hold approximately 68.58% of the company's stock. Insiders own about 0.75%, and public companies and individual investors hold 30.67%. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and Morgan Stanley.