Healthy Demand Boosted Knowles Corporation (KN) in Q3

2 days ago 7

Soumya Eswaran

Fri, November 28, 2025 astatine 6:46 AM CST 2 min read

Ariel Investments, an concern absorption company, released its “Ariel Mid Cap Value Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities continued their rally successful the 3rd quarter, fueled by the Federal Reserve's archetypal complaint chopped of the year, beardown firm net growth, and accrued marketplace participation. In the quarter, Ariel Mid Cap Value Composite returned +9.62% gross of fees (+9.47% nett of fees) against this backdrop, importantly outperforming the +6.18% summation of the Russell Midcap Value Index and the +5.33% instrumentality of the Russell Midcap Index. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Ariel Mid Cap Value Strategy highlighted stocks specified arsenic Knowles Corporation (NYSE:KN). Knowles Corporation (NYSE:KN) provides capacitors, vigor frequence (RF) filtering products, balanced armature speakers, micro-acoustic microphones, and audio solutions. The one-month instrumentality of Knowles Corporation (NYSE:KN) was -4.95%, and its shares gained 16.68% of their worth implicit the past 52 weeks. On November 27, 2025, Knowles Corporation (NYSE:KN) banal closed astatine $22.45 per share, with a marketplace capitalization of $1.928 billion.

Ariel Mid Cap Value Strategy stated the pursuing regarding Knowles Corporation (NYSE:KN) successful its 3rd 4th 2025 capitalist letter:

"Additionally, Knowles Corporation (NYSE:KN), a starring supplier of audio components and precision electrical devices, roseate connected the backmost of beardown quarterly results. Demand remains steadfast crossed cardinal markets, with the Precision Devices conception returning to maturation arsenic transmission inventories normalized and improved operational ratio aided margins. The institution besides returned superior to shareholders done stock repurchases. Longer-term, we judge KN remains good positioned to payment from its absorption connected niche, market-leading positions successful proceeding wellness and precision devices."

Knowles Corporation (NYSE:KN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge money portfolios held Knowles Corporation (NYSE:KN) astatine the extremity of the 3rd quarter, which was 17 successful the erstwhile quarter. In Q3 2025, Knowles Corporation (NYSE:KN) reported gross of $153 million, up 7% year-over-year. While we admit the imaginable of Knowles Corporation (NYSE:KN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.