Update shared on30 Aug 2025
Fair value Decreased 3.40%Despite strengthening inland barge activity and improved utilization supporting Kirby’s growth outlook, analysts have modestly reduced their fair value estimate, lowering the consensus price target from $120.60 to $116.50.
Analyst Commentary
- Bullish analysts cite strengthening inland barge activity supporting growth.
- Q2 overall inland barge volumes are up approximately 15% from Q1.
- Year-over-year inland barge volumes have increased by about 5%.
- Improving sector dynamics suggest sustained demand throughout the year.
- Enhanced barge utilization is expected to drive revenue and earnings momentum.
What's in the News
- Kirby completed the repurchase of 7,356,458 shares (12.99% of shares outstanding) for $609.43 million since July 2010, including 531,900 shares for $51.16 million between April and August 2025.
- Management indicated ongoing interest in acquisitions and investments, emphasizing a balanced capital allocation and the company's strong financial position to pursue value-creating opportunities and return capital to shareholders.
Valuation Changes
Summary of Valuation Changes for Kirby
- The Consensus Analyst Price Target has fallen slightly from $120.60 to $116.50.
- The Future P/E for Kirby has fallen slightly from 16.89x to 16.51x.
- The Consensus Revenue Growth forecasts for Kirby remained effectively unchanged, moving only marginally from 6.0% per annum to 6.1% per annum.
Disclaimer
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