KN Knowles Corp
Last updated: Mar 16, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 3/4 quarters. Q3 2025: $4M, Q2 2025: $25M, Q1 2025: $0M, Q3 2024: $15M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $4M vs trailing avg $13M (-66%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.
Buyback $44M / FCF $12M = 377% of FCF
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 2,022,248 shares = 4.6% of 87,358,659 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
No insider open-market purchases in the last 12 months
Insider-Buyback Convergence
Are insider purchases happening during the same quarters the company is actively buying back stock?
Need both buyback and insider purchase data
Insider Net Direction
Looking at all open-market transactions, are insiders net buyers or net sellers?
Insiders bought $0M, sold $9M (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 8515791.1x more than bought. 5 C-suite officers among sellers
- Anderson John S. (Senior Vice President & CFO) sold 16,006 shares on 2026-02-10
- Anderson John S. (Senior Vice President & CFO) sold 8,994 shares on 2026-02-10
- Giesecke Daniel J. (Senior Vice President & COO) sold 15,885 shares on 2026-02-09
- Cabrera Raymond D. (SVP, Chief HR Officer) sold 10,000 shares on 2026-02-09
- Bastarrica Air A. Jr. (Vice President, Controller) sold 2,433 shares on 2026-02-09
- Bastarrica Air A. Jr. (Vice President, Controller) sold 9,567 shares on 2026-02-09
- Niew Jeffrey (President & CEO) sold 25,000 shares on 2026-02-06
- Niew Jeffrey (President & CEO) sold 25,000 shares on 2026-02-06
- Niew Jeffrey (President & CEO) sold 25,000 shares on 2026-02-06
- Niew Jeffrey (President & CEO) sold 25,000 shares on 2026-02-03