Sidoti Weighs in on Koppers' Q3 Earnings (NYSE:KOP)

Key Points

• Sidoti lowered its Q3 2026 EPS estimate for Koppers to $1.07 from $1.31, signaling a less favorable near-term earnings outlook. The full-year consensus estimate is $4.11 per share, compared with company guidance of $3.80–$4.20.
• Koppers’ latest quarterly results beat analyst expectations, with EPS of $1.37 versus $1.12 expected and revenue of $520.1 million versus $506.1 million. Revenue increased 3% year over year, supported by strength in Performance Chemicals and utility-pole demand.
• The stock has a “Moderate Buy” consensus rating and a $55 average price target, versus a recent price of $46.07. Institutional investors own 92.75% of shares, while insiders sold approximately $4.25 million of stock in the latest quarter.

Koppers Holdings Inc. (NYSE:KOP - Free Report) - Equities research analysts at Sidoti decreased their Q3 2026 EPS estimates for Koppers in a research note issued on Monday, August 10th. Sidoti analyst M. Mathison now anticipates that the specialty chemicals company will post earnings of $1.07 per share for the quarter, down from their previous forecast of $1.31. The consensus estimate for Koppers' current full-year earnings is $4.11 per share. Sidoti also issued estimates for Koppers' Q1 2027 earnings at $1.01 EPS.

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

Koppers Price Performance

NYSE:KOP opened at $46.07 on Wednesday. The company has a quick ratio of 1.01, a current ratio of 2.33 and a debt-to-equity ratio of 2.31. The business's 50-day simple moving average is $46.71 and its two-hundred day simple moving average is $40.51. The stock has a market cap of $871.24 million, a PE ratio of -9.76, a P/E/G ratio of 12.30 and a beta of 1.25. Koppers has a 52 week low of $25.00 and a 52 week high of $53.00.

Koppers (NYSE:KOP - Get Free Report) last released its earnings results on Thursday, August 6th. The specialty chemicals company reported $1.37 earnings per share for the quarter, beating analysts' consensus estimates of $1.12 by $0.25. The company had revenue of $520.10 million for the quarter, compared to analysts' expectations of $506.10 million. Koppers had a negative net margin of 4.59% and a positive return on equity of 14.98%. Koppers's revenue for the quarter was up 3.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.48 EPS. Koppers has set its FY 2026 guidance at 3.800-4.200 EPS.

Institutional Investors Weigh In On Koppers

Hedge funds have recently bought and sold shares of the business. Intech Investment Management LLC grew its stake in shares of Koppers by 521.2% in the 4th quarter. Intech Investment Management LLC now owns 73,572 shares of the specialty chemicals company's stock worth $1,992,000 after buying an additional 61,728 shares in the last quarter. Seizert Capital Partners LLC grew its position in Koppers by 209.4% in the fourth quarter. Seizert Capital Partners LLC now owns 112,401 shares of the specialty chemicals company's stock worth $3,044,000 after acquiring an additional 76,068 shares in the last quarter. JB Capital Partners LP bought a new stake in Koppers during the fourth quarter worth approximately $1,896,000. Mangrove Partners IM LLC bought a new stake in shares of Koppers in the 4th quarter valued at approximately $616,000. Finally, Sei Investments Co. lifted its stake in shares of Koppers by 87.5% in the 1st quarter. Sei Investments Co. now owns 69,979 shares of the specialty chemicals company's stock valued at $2,707,000 after purchasing an additional 32,658 shares during the last quarter. Hedge funds and other institutional investors own 92.75% of the company's stock.

Insider Buying and Selling at Koppers

In other Koppers news, CAO Bradley A. Pearce sold 2,000 shares of Koppers stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $51.01, for a total value of $102,020.00. Following the sale, the chief accounting officer owned 41,037 shares of the company's stock, valued at $2,093,297.37. The trade was a 4.65% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO M Leroy Ball sold 3,412 shares of the company's stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $43.90, for a total value of $149,786.80. Following the sale, the chief executive officer directly owned 436,243 shares in the company, valued at $19,151,067.70. This trade represents a 0.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 85,412 shares of company stock worth $4,252,607 in the last quarter. 7.28% of the stock is owned by corporate insiders.

Koppers Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Friday, August 28th will be paid a dividend of $0.09 per share. The ex-dividend date of this dividend is Friday, August 28th. This represents a $0.36 dividend on an annualized basis and a yield of 0.8%. Koppers's dividend payout ratio is presently -7.63%.

Key Headlines Impacting Koppers

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, ahead of the $1.12 consensus estimate, while revenue of $520.1 million topped forecasts of $506.1 million. Strong volumes in the Performance Chemicals unit and continued utility-pole demand helped offset pricing pressure and higher costs. KOP Q2 Earnings and Revenues Top Estimates on PC Unit Strength
• Neutral Sentiment: Management is meeting investors in Canada. Chief Executive Officer Leroy Ball, Chief Financial Officer Eric Brenner and Investor Relations Vice President Quynh McGuire are scheduled to meet with the financial community in Montreal and Toronto on August 11–12. The meetings could provide additional insight into demand, costs and the company’s outlook, but no new financial details were announced. Koppers Management Meeting with Financial Community in Montreal and Toronto
• Negative Sentiment: Insider sales and lower forecasts weighed on sentiment. Director James A. Sullivan sold 80,000 shares for approximately $4.0 million, reducing his ownership by nearly 47%. Chief Accounting Officer Bradley A. Pearce also sold 2,000 shares. Separately, Sidoti lowered its FY2026 EPS estimate to $4.18 from $4.38, FY2027 to $4.86 from $4.95, and FY2028 to $5.02 from $5.24. Sidoti also reduced several quarterly estimates, citing a less favorable earnings trajectory despite the recent quarterly beat. Koppers Insider Transaction Filing

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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