Update shared on23 Sep 2025
Fair value Decreased 4.28%Kirby’s consensus price target has been revised down from $115.75 to $110.80, reflecting analyst concerns over potential near-term softness in barge shipments, lower utilization rates, and moderating demand, despite resilient inland activity and positive long-term growth drivers.
Analyst Commentary
- Bullish analysts highlight continued strength in inland barge activity, with Q2 volumes up both sequentially and year over year.
- Some analysts have reduced price targets due to anticipated near-term softening in inland tank barge shipments, lower utilization rates, and moderating demand.
- Cost mitigation efforts are seen as partially offsetting softness in demand and utilization, but not fully cushioning anticipated earnings impacts.
- Attractive long-term growth drivers in the transportation, equipment manufacturing, leasing, and shipping sectors support a generally positive outlook.
- Headwinds from tariffs and macroeconomic factors contribute to more cautious or Neutral ratings by some analysts.
What's in the News
- Kirby increased its equity buyback authorization by 8,000,000 shares, bringing the total to 17,000,000 shares.
- The company repurchased 531,900 shares for $51.16 million between April 1 and August 8, 2025; total buyback since 2010 is 7,356,458 shares for $609.43 million.
- Kirby is actively seeking acquisition opportunities, emphasizing a balanced capital allocation approach including strategic investments and shareholder returns.
Valuation Changes
Summary of Valuation Changes for Kirby
- The Consensus Analyst Price Target has fallen slightly from $115.75 to $110.80.
- The Consensus Revenue Growth forecasts for Kirby has significantly fallen from 6.1% per annum to 4.9% per annum.
- The Net Profit Margin for Kirby has fallen from 11.40% to 10.52%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.