Insider transactions
Raymond D. Cabrera, Knowles Corp's senior vice president and chief human resources officer, reported the sale of 10,000 shares of common stock on February 9, 2026, at $26.75 per share, for total proceeds of $267,500. The transaction was disclosed in a Form 4 filing with the Securities and Exchange Commission.
The company's shares have continued to move higher since that sale, trading as high as $27.26 after the February 9 transaction and marking a 10.78% gain over the prior week.
Related disposition tied to tax withholding
In a separate report, the filings show Cabrera also disposed of 2,588 Knowles shares on February 6, 2026. Those shares were recorded at $26.98 apiece and reflect securities withheld to satisfy tax obligations connected to the vesting of a restricted stock grant, with a stated value of $69,824.
After these moves, Cabrera directly holds 102,019 shares of Knowles common stock.
Valuation and market context
InvestingPro data cited in the filing places Knowles at a market capitalization of $2.31 billion and notes the stock is trading close to its 52-week high of $27.55. The company is assigned a Piotroski Score of 9, indicating a strong financial health reading in that metric set.
Despite that favorable health score, InvestingPro's fair value model flags the stock as appearing overvalued relative to its estimate. Additional details and more than 17 ProTips are available within the Pro Research Report for subscribers seeking deeper valuation and growth analysis.
Quarterly performance and analyst view
Knowles reported fourth-quarter 2025 results that exceeded consensus expectations. The company posted earnings per share of $0.36 versus a forecast of $0.35, and revenue of $162.0 million compared with a projected $156.23 million.
In tandem with those results, Baird reiterated an Outperform rating on the shares and maintained a $30.00 price target. Baird highlighted Knowles' positioning for continued organic revenue growth and pointed to new design wins and what it described as a normalized channel inventory as contributors to potential revenue gains above historical levels.
Takeaway
The filings document a modest insider sale by a senior executive, while company fundamentals and analyst commentary show recent positive momentum in results and outlook. At the same time, third-party valuation tools indicate the stock is trading above fair value, underscoring a mixed signal set for investors evaluating Knowles shares.