Kirby (KEX)
Moves US liquid bulk by barge and services engines, power systems, and industrial equipment.
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Marine Transportation carries petrochemicals, black oil, refined petroleum products, and agricultural chemicals across US waterways and coasts. Distribution and Services sells parts, engines, power systems, and industrial equipment service to marine, commercial, and oil-and-gas customers.
Marine Transportation moves liquid-bulk cargoes by tank barge across the Mississippi River System, Gulf Intracoastal Waterway, US coasts, Alaska, and Hawaii. Its cargoes include petrochemicals, black oil, refined petroleum products, and agricultural chemicals. Operations are concentrated in the United States.
Distribution and Services provides service, parts, engines, transmissions, power systems, and industrial equipment for marine, on-highway, power-generation, commercial and industrial, and oil-and-gas customers. The operating model depends on US liquid-bulk freight activity and on maintaining barges, towboats, engines, power equipment, and service facilities. Marine operations work within the Jones Act domestic market.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 29, 2026 | BTIG | Reiterate | Rating: —Target: $160 | Target: $170 |
| May 1, 2026 | Evercore ISI | Target | Target: $138 | Target: $158 |
| Apr 15, 2026 | BTIG | Reiterate | Rating: —Target: $140 | Target: $160 |
| Mar 9, 2026 | Evercore ISI | Target | Target: $109 | Target: $138 |
| Jan 30, 2026 | Wolfe Research | Target | Target: $134 | Target: $136 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $39.0M · Total debt $1.23B · Total assets $6.22B · Shareholders' equity $3.44B
- Revenue
- $922.4M
- Operating income
- $121.6M
- Net income
- $89.7M
No dividends on record.
| Institutions | ≈ 100.39% | 53.00M shares | |
|---|---|---|---|
| 470 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.62% | 327.8K shares | |
| 18 holders · as of Aug 7, 2026 | |||
| Adds to | 101.01% | ||
52.80M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.01%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.21% | 5.39M | as of Jun 30, 2026 |
Eaton Vance ManagementInstitution | 9.13% | 4.82M | filed Feb 12, 2021 |
Dimensional Fund Advisors LPInstitution | 5.23% | 2.76M | as of Jun 30, 2026 |
Goldman Sachs Asset Management, L.P.Institution | 5.15% | 2.72M | filed May 11, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.09% | 2.69M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 15, 2026 | Amy D. Husted | officer: Exec VP General Counsel & Sec | −4,000 | $145.43 |
| May 15, 2026 | Christian G. O'Neil | officer: President and COO | −11,287 | $145.93 |
| May 15, 2026 | William Matthew Woodruff | officer: VP of Public and Govt Affairs | −678 | $147.37 |
| May 4, 2026 | Ronald A. Dragg | officer: Vice President and Controller | −1,726 | $145.01 |
| Mar 2, 2026 | Raj Kumar | officer: Exec VP and CFO | −3,000 | $132.70 |
- Martin Midstream Partners
Gulf Coast tank-barge freight in overlapping liquid-bulk lanes
- Cummins
Engine, power, parts, and field-service overlap across industrial markets
- Caterpillar
Industrial engines, generator systems, parts, and dealer-service overlap
- Generac
Industrial standby and mobile power equipment overlaps in C&I projects
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kirby | $135.63 | 0.00% | $7.26B | 20.9 | 17.6 | 2.1 | +7.8% |
| Martin Midstream Partners | $2.24 | +3.23% | $84.9M | — | — | 0.1 | +18.2% |
| Cummins | $525.51 | −1.73% | $73.79B | 27.3 | 15.9 | 2.1 | +9.4% |
| Caterpillar | $808.58 | −0.97% | $376.11B | 35.1 | 28.1 | 5.0 | +24.0% |
| Generac | $206.90 | +0.95% | $12.07B | 47.2 | 20.0 | 2.7 | +10.6% |
| Median | 35.1 | 20.0 | 2.4 | +14.4% |