Sei Investments Co. Buys 32,658 Shares of Koppers Holdings Inc. $KOP

Key Points

• Sei Investments increased its Koppers stake by 87.5% in the first quarter, purchasing 32,658 additional shares and bringing its holdings to 69,979 shares valued at approximately $2.7 million. Institutional investors collectively own 92.75% of Koppers.
• Koppers beat second-quarter earnings and revenue expectations: Adjusted EPS was $1.37 versus the $1.12 consensus, while revenue rose 3% year over year to $520.1 million. However, the company reported a $147.5 million net loss tied largely to impairment, restructuring and plant-closure costs.
• Operational risks temper the outlook: Full-year 2026 EPS guidance of $3.80-$4.20 has a midpoint below analyst expectations, while Illinois plant-closure and Denmark production-transfer efforts could create near-term costs and uncertainty.

Sei Investments Co. raised its stake in Koppers Holdings Inc. (NYSE:KOP - Free Report) by 87.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 69,979 shares of the specialty chemicals company's stock after buying an additional 32,658 shares during the quarter. Sei Investments Co. owned 0.36% of Koppers worth $2,707,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in KOP. Tower Research Capital LLC TRC increased its stake in shares of Koppers by 258.1% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,930 shares of the specialty chemicals company's stock valued at $62,000 after acquiring an additional 1,391 shares during the last quarter. Quantbot Technologies LP increased its stake in Koppers by 95.6% in the second quarter. Quantbot Technologies LP now owns 2,130 shares of the specialty chemicals company's stock valued at $68,000 after purchasing an additional 1,041 shares in the last quarter. BNP Paribas Financial Markets increased its stake in Koppers by 23.5% in the second quarter. BNP Paribas Financial Markets now owns 3,235 shares of the specialty chemicals company's stock valued at $104,000 after purchasing an additional 615 shares in the last quarter. Kestra Advisory Services LLC acquired a new stake in Koppers in the fourth quarter worth $114,000. Finally, Quadrant Capital Group LLC bought a new position in shares of Koppers during the third quarter worth $160,000. Institutional investors own 92.75% of the company's stock.

More Koppers News

Here are the key news stories impacting Koppers this week:

• Positive Sentiment: Second-quarter results exceeded expectations: Koppers reported adjusted earnings of $1.37 per share, above the $1.12 analyst consensus, while revenue rose 3% year over year to $520.1 million versus the $506.1 million estimate. Koppers Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained a sizable 2026 earnings outlook: Full-year EPS guidance is $3.80-$4.20, with revenue expected at $1.9 billion-$2.0 billion. The company also outlined adjusted EBITDA of $240 million-$250 million, providing investors with visibility into expected operating performance. Koppers 2026 EBITDA Outlook
• Positive Sentiment: Valuation-focused coverage could support the stock: Zacks is assessing whether investors are undervaluing Koppers based on value, growth, momentum, earnings estimates and revisions. Are Investors Undervaluing Koppers?
• Neutral Sentiment: Koppers declared a quarterly dividend of $0.09 per share, payable September 14 to shareholders of record August 28. The approximately 0.7% yield offers modest income support but is unlikely to materially change the investment case. Koppers Dividend Announcement
• Negative Sentiment: Reported net loss and restructuring costs overshadowed the adjusted earnings beat: Koppers recorded a $147.5 million net loss, including $215.8 million in impairment, restructuring and plant-closure costs. EPS also declined from $1.48 in the prior-year quarter to $1.37. Koppers Reports Second Quarter 2026 Results
• Negative Sentiment: Guidance is slightly below expectations at the midpoint: The $3.80-$4.20 EPS range has a $4.00 midpoint, below the roughly $4.10 consensus estimate, potentially limiting upside despite the quarterly beat.
• Negative Sentiment: Plant-closure execution risk remains: Koppers is accelerating the closure of its Illinois facility and moving production to Denmark, while the Stickney distillation operation is expected to end by September 30, 2026. These actions may improve efficiency over time but create near-term costs and operational uncertainty. Koppers Accelerates Illinois Plant Closure

Insider Activity

In other news, CEO M Leroy Ball sold 3,412 shares of the business's stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $43.90, for a total value of $149,786.80. Following the sale, the chief executive officer owned 436,243 shares of the company's stock, valued at $19,151,067.70. The trade was a 0.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 7.28% of the stock is owned by company insiders.

Koppers Stock Performance

KOP opened at $51.11 on Friday. The company has a market capitalization of $982.85 million, a price-to-earnings ratio of -10.83, a P/E/G ratio of 12.66 and a beta of 1.25. The business's 50-day moving average price is $46.46 and its two-hundred day moving average price is $40.16. Koppers Holdings Inc. has a 1 year low of $25.00 and a 1 year high of $53.00. The company has a debt-to-equity ratio of 2.31, a current ratio of 2.33 and a quick ratio of 1.11.

Koppers (NYSE:KOP - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The specialty chemicals company reported $1.37 earnings per share for the quarter, topping the consensus estimate of $1.12 by $0.25. Koppers had a positive return on equity of 14.98% and a negative net margin of 4.59%.The company had revenue of $520.10 million during the quarter, compared to analysts' expectations of $506.10 million. During the same period in the prior year, the firm earned $1.48 earnings per share. Koppers's revenue for the quarter was up 3.0% compared to the same quarter last year. Koppers has set its FY 2026 guidance at 3.800-4.200 EPS. Equities analysts expect that Koppers Holdings Inc. will post 4.13 EPS for the current fiscal year.

Koppers Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Friday, August 28th will be issued a $0.09 dividend. The ex-dividend date is Friday, August 28th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.7%. Koppers's dividend payout ratio (DPR) is 9.47%.

Analyst Ratings Changes

Several brokerages have recently issued reports on KOP. Barrington Research reissued an "outperform" rating and issued a $55.00 price target on shares of Koppers in a report on Monday, May 4th. Singular Research upgraded Koppers to a "strong-buy" rating in a report on Friday, May 15th. Weiss Ratings reissued a "hold (c+)" rating on shares of Koppers in a research note on Friday, July 24th. Finally, Wall Street Zen raised Koppers from a "buy" rating to a "strong-buy" rating in a research report on Saturday, May 16th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Koppers presently has an average rating of "Moderate Buy" and an average price target of $52.50.

About Koppers

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.

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