Kirby Posts $6.33 EPS in 2025 as Fund Makes $25 Million Bet on Marine Operator

2 weeks ago 13

Jonathan Ponciano, The Motley Fool

Sun, February 22, 2026 astatine 3:44 PM CST 4 min read

On February 17, 2026, Atlantic Investment Management, Inc. disclosed a caller presumption successful Kirby Corporation (NYSE:KEX), acquiring 223,000 shares successful an estimated $24.57 cardinal commercialized based connected quarterly mean pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Atlantic Investment Management, Inc. established a caller presumption successful Kirby Corporation (NYSE:KEX) by purchasing 223,000 shares. The fund’s quarter-end presumption successful Kirby Corporation was valued astatine $24.57 million, reflecting some the stock acquisition and banal terms question during the period.

This was a caller presumption for the fund, making up 13.8% of 13F reportable assets nether absorption aft the trade.
Top 5 holdings aft the filing:
- NYSE:AXTA: $33.09 cardinal (18.6% of AUM)
- NYSE:KEX: $24.57 cardinal (13.8% of AUM)
- NYSE:FLS: $21.79 cardinal (12.3% of AUM)
- NYSE:APTV: $21.00 cardinal (11.8% of AUM)
- NYSE:OSK: $19.42 cardinal (10.9% of AUM)
As of February 17, 2026, shares of Kirby Corporation were priced astatine $126.68, up 20% implicit the past twelvemonth and good outperforming the S&P 500’s astir 13% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$3.36 billion
Net income (TTM)	$354.57 million
Market capitalization	$7.07 billion
Price (as of marketplace adjacent February 17, 2026)	$126.68

Kirby offers marine proscription services via vessel barges and towboats, transporting petrochemicals, achromatic oil, refined petroleum products, and cultivation chemicals; it besides provides organisation and services for engines, transmissions, and vigor retention equipment.
The steadfast generates gross chiefly done proscription of bulk liquid products crossed U.S. inland and coastal waterways, arsenic good arsenic done sales, rentals, and aftermarket services for marine and concern equipment.
It serves concern companies, oilfield operators, and the U.S. government, with a absorption connected the U.S. inland waterway strategy and coastal trade.

Kirby Corporation is simply a starring supplier of marine proscription and organisation services successful the United States, operating a ample fleet of vessel barges and towboats. The institution leverages its standard and expertise to service captious vigor and chemic proviso chains crossed large waterways. Kirby's integrated concern exemplary and wide lawsuit basal enactment its presumption arsenic a cardinal logistics spouse successful the marine shipping industry.

This determination matters due to the fact that it plants existent superior down a concern already operating astatine grounds net with improving fundamentals, not conscionable cyclical hope.

Kirby conscionable delivered $6.33 successful diluted EPS for 2025 connected $3.36 cardinal successful revenue, up from $4.91 a twelvemonth ago, with fourth-quarter EPS of $1.68. Marine proscription posted a 20.8% operating borderline successful Q4, portion organisation and services grew operating income and continues to payment from powerfulness procreation request that roseate 47% twelvemonth implicit twelvemonth successful the quarter.

The presumption present represents 14% of reported assets, a meaningful allocation alongside different concentrated concern names similar Axalta and Flowserve. That signals condemnation successful a steady, asset-heavy relation tied to vigor logistics and infrastructure alternatively than high-beta growth.

Inland utilization is already trending into the debased 90% range, pricing appears to beryllium firming, and absorption expects net successful 2026 to beryllium level to up 12% twelvemonth implicit year. Ultimately, for semipermanent investors, the communicative is operational leverage.

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