Insider Trading February 20, 2026

Kennametal VP Disposes $193,737 in Shares as Stock Trades Near $38.7

Insider sale follows strong 12-month rally and comes amid solid Q2 fiscal 2026 results and material cost pressures

By Leila Farooq KMT
Kennametal VP Disposes $193,737 in Shares as Stock Trades Near $38.7
KMT

Kennametal Inc. Vice President John Wayne Witt sold 5,060 shares on February 19, 2026, for $193,737, reducing his direct holdings to 1,634 shares. The transaction occurred as the stock traded around $38.72 and follows a 76% gain over the past year. Kennametal reported stronger-than-expected Q2 fiscal 2026 results, with EPS of $0.47 and revenue of $529.52 million, while noting efforts to manage rising tungsten costs. InvestingPro flags the stock as slightly overvalued versus its Fair Value and highlights the company's 56-year dividend streak at a 2.07% yield.

Key Points

  • Kennametal VP John Wayne Witt sold 5,060 shares on February 19, 2026, for a total of $193,737; post-sale holdings are 1,634 shares.
  • Q2 fiscal 2026 results outperformed expectations with EPS of $0.47 versus $0.37 expected and revenue of $529.52 million versus $522.62 million projected; aerospace and defense markets were highlighted for strong performance.
  • InvestingPro flags KMT as slightly overvalued versus Fair Value; the company has paid dividends for 56 consecutive years and yields 2.07%.

Kennametal Inc. (NYSE: KMT) reported an insider sale by Vice President John Wayne Witt, who disposed of 5,060 shares of common stock on February 19, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The shares were transacted at prices between $38.24 and $38.31, bringing the total proceeds from the sale to $193,737.

The sale took place while the stock was trading near $38.72, with the company carrying a market valuation of approximately $2.94 billion. After the transaction, Witt's direct ownership in Kennametal stands at 1,634 shares.

The insider sale follows a notable 76% return for KMT over the previous 12 months. InvestingPro analysis, referenced in company reporting, indicates the stock appears slightly overvalued relative to its Fair Value. The company also highlighted its long history of returning cash to shareholders, noting dividend payments in 56 consecutive years and a current yield of 2.07%.

Separately, Kennametal released second-quarter fiscal 2026 financial results that outpaced consensus expectations. The company posted earnings per share of $0.47, exceeding analyst estimates of $0.37, and reported revenue of $529.52 million, above the projected $522.62 million. Management pointed to particularly strong performance in aerospace and defense end markets as a contributing factor to the quarterly outperformance.

Kennametal also disclosed that it is taking strategic steps to manage rising tungsten costs, a material input relevant to its operations. Those efforts were mentioned alongside the quarterly results as part of the company's operational commentary.

These developments - an insider sale, a sizable one-year stock gain, a modest overvaluation signal from InvestingPro, steady dividend history, and better-than-expected quarterly results with material cost challenges - together sketch the current investor backdrop for KMT. For readers seeking additional valuation context and more than 10 ProTips, InvestingPro is referenced as a resource for deeper analysis.


Summary

Vice President John Wayne Witt sold 5,060 shares on February 19, 2026, for $193,737 at prices between $38.24 and $38.31, leaving him with 1,634 shares. The transaction occurred as Kennametal traded near $38.72 and the company reported Q2 fiscal 2026 results that beat expectations. InvestingPro characterizes the stock as slightly overvalued versus Fair Value; the firm also maintains a 56-year dividend streak at a 2.07% yield. Management is addressing rising tungsten costs amid strong aerospace and defense performance.

Risks

  • Rising tungsten costs present a materials input risk that management is actively trying to manage - this impacts manufacturing and industrial margins.
  • A possible valuation concern, as InvestingPro assesses the stock as slightly overvalued relative to its Fair Value - this affects investor return expectations.
  • Concentration of recent strength in aerospace and defense end markets could expose results to sector-specific demand fluctuations.

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