KN Knowles Corp
Last updated: May 11, 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. Q1 2026: $5M, Q3 2025: $4M, Q2 2025: $25M, Q1 2025: $0M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $5M vs trailing avg $10M (-49%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-37M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 2,022,248 shares = 4.8% of 84,887,498 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 both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Need both buyback and insider purchase data
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $11M in the last 90 days (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 19564764.6x more than bought. 5 C-suite officers among sellers
- Niew Jeffrey (President & CEO) sold 142,857 shares on 2026-05-05
- Bastarrica Air A. Jr. (Vice President, Controller) sold 3,623 shares on 2026-04-30
- Bastarrica Air A. Jr. (Vice President, Controller) sold 2,262 shares on 2026-04-27
- Bastarrica Air A. Jr. (Vice President, Controller) sold 1,962 shares on 2026-04-28
- Bastarrica Air A. Jr. (Vice President, Controller) sold 2,153 shares on 2026-04-29
- 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