Koppers Holdings Inc. $KOP Shares Acquired by Seizert Capital Partners LLC

Key Points

• Seizert Capital Partners boosted its stake in Koppers by 209.4% in Q4, adding 76,068 shares to reach 112,401 shares worth about $3.04 million, and institutional investors now own roughly 92.75% of the company.
• Koppers beat Q4 EPS ($0.70 vs. $0.59 expected) while revenue missed and fell 9.3% year‑over‑year; management set FY2026 guidance of $4.20–$5.00 EPS and analysts average about $4.18 for the year.
• The company raised its quarterly dividend to $0.09 (annualized $0.36, yield ~0.9%), and the stock trades near its 52‑week high (~$42) with a market cap of about $810 million and a P/E of ~15.1.

Seizert Capital Partners LLC grew its holdings in shares of Koppers Holdings Inc. (NYSE:KOP - Free Report) by 209.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 112,401 shares of the specialty chemicals company's stock after purchasing an additional 76,068 shares during the period. Seizert Capital Partners LLC owned approximately 0.57% of Koppers worth $3,044,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. AQR Capital Management LLC raised its stake in Koppers by 3.2% in the first quarter. AQR Capital Management LLC now owns 71,897 shares of the specialty chemicals company's stock valued at $2,013,000 after buying an additional 2,212 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Koppers by 3.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 11,602 shares of the specialty chemicals company's stock worth $325,000 after acquiring an additional 361 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in shares of Koppers by 1.8% during the first quarter. Goldman Sachs Group Inc. now owns 107,054 shares of the specialty chemicals company's stock worth $2,998,000 after acquiring an additional 1,845 shares during the last quarter. Empowered Funds LLC increased its holdings in shares of Koppers by 3.0% during the first quarter. Empowered Funds LLC now owns 111,031 shares of the specialty chemicals company's stock valued at $3,109,000 after acquiring an additional 3,212 shares in the last quarter. Finally, Jane Street Group LLC increased its holdings in shares of Koppers by 374.3% during the first quarter. Jane Street Group LLC now owns 52,076 shares of the specialty chemicals company's stock valued at $1,458,000 after acquiring an additional 41,097 shares in the last quarter. Institutional investors and hedge funds own 92.75% of the company's stock.

Koppers Price Performance

Shares of NYSE KOP opened at $41.89 on Monday. Koppers Holdings Inc. has a 52 week low of $24.77 and a 52 week high of $42.17. The business's 50 day moving average price is $37.60 and its 200 day moving average price is $32.05. The company has a quick ratio of 1.13, a current ratio of 2.94 and a debt-to-equity ratio of 1.59. The firm has a market cap of $810.06 million, a P/E ratio of 15.12, a P/E/G ratio of 1.11 and a beta of 1.28.

Koppers (NYSE:KOP - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The specialty chemicals company reported $0.70 EPS for the quarter, beating the consensus estimate of $0.59 by $0.11. The business had revenue of $432.70 million during the quarter, compared to analysts' expectations of $445.00 million. Koppers had a net margin of 2.98% and a return on equity of 15.47%. The business's quarterly revenue was down 9.3% compared to the same quarter last year. During the same period in the previous year, the business posted $0.77 EPS. Koppers has set its FY 2026 guidance at 4.200-5.000 EPS. On average, sell-side analysts expect that Koppers Holdings Inc. will post 4.18 earnings per share for the current year.

Koppers Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 23rd. Shareholders of record on Friday, March 6th were given a dividend of $0.09 per share. The ex-dividend date of this dividend was Friday, March 6th. This represents a $0.36 annualized dividend and a yield of 0.9%. This is an increase from Koppers's previous quarterly dividend of $0.08. Koppers's payout ratio is 13.00%.

Insider Buying and Selling at Koppers

In other Koppers news, CEO M Leroy Ball sold 2,489 shares of Koppers stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $37.91, for a total transaction of $94,357.99. Following the completion of the transaction, the chief executive officer owned 447,459 shares in the company, valued at approximately $16,963,170.69. This trade represents a 0.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 7.28% of the company's stock.

Trending Headlines about Koppers

Here are the key news stories impacting Koppers this week:

• Neutral Sentiment: Sidoti issued a broad update trimming a number of quarterly estimates for Koppers, but the cuts are very small (mostly $0.01–$0.02 per quarter) and Sidoti’s FY2026 ($4.31) and FY2027 ($4.84) forecasts remain above consensus. MarketBeat: Koppers coverage
• Negative Sentiment: Sidoti lowered its FY2026 EPS view from $4.37 to $4.31 and trimmed FY2027 from $4.88 to $4.84 — small downward revisions that signal slightly weaker near‑term visibility. MarketBeat: Koppers coverage
• Negative Sentiment: Multiple quarterly cuts were recorded: Q1–Q4 2026 and Q1–Q4 2027 estimates were trimmed (examples: Q1 2026 from $0.34 to $0.33; Q2 2026 from $1.23 to $1.22; Q4 2026 from $1.48 to $1.46; Q1 2027 from $0.45 to $0.44; Q2–Q4 2027 similarly modestly lowered). These repeated small reductions reflect Sidoti’s slightly tempered outlook across the company’s seasonality. MarketBeat: Koppers coverage

Analyst Ratings Changes

A number of analysts recently commented on KOP shares. Weiss Ratings upgraded shares of Koppers from a "hold (c)" rating to a "hold (c+)" rating in a research note on Wednesday. Barrington Research reaffirmed an "outperform" rating and issued a $55.00 price target on shares of Koppers in a report on Thursday, April 2nd. Zacks Research upgraded shares of Koppers from a "strong sell" rating to a "hold" rating in a research note on Monday, February 9th. Finally, Wall Street Zen raised shares of Koppers from a "hold" rating to a "buy" rating in a report on Saturday, February 28th. Two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $52.50.

Koppers Profile

Koppers Company, Inc is a global specialty chemicals and materials manufacturer serving diverse industrial markets. The company operates through two primary segments: Carbon Materials & Chemicals, which produces a range of coal tar–based products, phenolic specialties and carbon compounds; and Railroad Products & Services, which offers wood treating and infrastructure services for rail and utility customers.

In its Carbon Materials & Chemicals segment, Koppers supplies coal tar pitch, refined creosote, coal tar‐based distillates and phenolic resins used in aluminum smelting, graphite electrode manufacture, carbon fiber production, and water treatment applications.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.