Insider Trading March 4, 2026

Kirby Corp President Disposes $1.49M in Stock as Investors Eye Recent Results

Christian G. O’Neil sold 11,287 shares as the shares trade near a year-high amid mixed quarterly results and a new board appointment

By Nina Shah KEX
Kirby Corp President Disposes $1.49M in Stock as Investors Eye Recent Results
KEX

Christian G. O’Neil, President and COO of Kirby Corp (NYSE:KEX), sold 11,287 shares on March 2, 2026, for roughly $1.49 million at a weighted average price of $132.34. The transaction occurred while the stock is close to its 52-week high and after the company reported fourth-quarter 2025 results that beat EPS expectations but fell short on revenue. Kirby also added Tracy A. Embree to its board effective Feb. 16.

Key Points

  • Kirby Corp President and COO Christian G. O’Neil sold 11,287 shares on March 2, 2026, for about $1.49 million at a weighted average price of $132.34.
  • Kirby shares are trading near a 52-week high of $134.69 after a 48% return over the past six months; InvestingPro analysis still rates the stock below Fair Value and assigns a "GREAT" financial health score with a P/E of 21.
  • Kirby reported Q4 2025 EPS of $1.68 versus a $1.63 forecast, but revenue of $851.8 million missed the expected $861.68 million; the company also added Tracy A. Embree to its board effective Feb. 16.

Christian G. O’Neil, President and Chief Operating Officer of Kirby Corp (NYSE:KEX), completed a sale of 11,287 shares of the company’s common stock on March 2, 2026. The disposition generated approximately $1.49 million in proceeds, with a weighted average sale price of $132.34. Individual sale prices reported ranged from $131.50 to $133.44.

The transaction occurred as Kirby shares were trading close to their 52-week high of $134.69. Over the prior six-month period the stock has delivered a strong return of 48%, according to the figures released alongside the trade filing. Following the sale, O’Neil is recorded as directly holding 11,287 shares of the company.

Independent analysis from InvestingPro cited in the filing indicates the stock remains priced below its Fair Value estimate, noting a continued view of undervaluation even after recent gains. The company is characterized as having a "GREAT" financial health score in that analysis and carries a price-to-earnings ratio of 21. Additional valuation context and InvestingPro Tips are available through the Pro Research Report, which covers this company among more than 1,400 U.S. equities.

Kirby’s recent operating results provide further background to the insider sale. For the fourth quarter of 2025 the company reported diluted earnings per share of $1.68, outpacing the forecast of $1.63. Revenue for the quarter came in at $851.8 million, below the expected $861.68 million. That combination - an EPS beat paired with a revenue shortfall - has been a focal point of investor attention and scrutiny.

The company also disclosed a governance change: Tracy A. Embree was appointed as an independent director effective February 16. Embree, the retired President of Otis Americas, is noted as bringing over 25 years of experience in industrial operations and related fields. She is scheduled to stand for election at the company’s annual meeting in April.

Taken together, the insider sale, recent earnings release, and board appointment are developments investors are tracking closely as they assess Kirby’s valuation and near-term outlook.

Risks

  • Revenue miss in Q4 2025 - the company reported $851.8 million versus an expected $861.68 million, which investors have focused on; this creates short-term performance uncertainty for equity holders.
  • Insider sale - while not proof of a change in outlook, the disposal of shares by a senior executive may prompt investor questions about timing and confidence.
  • Market valuation tension - despite a substantial six-month gain and trading near a 52-week high, InvestingPro indicates the shares still trade below Fair Value, leaving room for differing investor interpretations of the company’s valuation.

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