KENasdaqPrinted Circuit BoardsFiscal year ends June 30
Kimball Electronics, Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 19, 2026
$26.22+0.36 (+1.39%)
Close on Oct 19, 2026
- Market cap
- $645.17M
- P/E (TTM)
- 23.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.7%
21M of 24M shares
Institutional holders
174
22 new, 18 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,772,310 | 7.20% | 13G (passive) amendment | Mar 31, 2025 |
| BlackRock, Inc. | 1,736,383 | 7.10% | 13G (passive) amendment | Jun 30, 2025 |
| Stowers Institute for Medical Research | 1,306,574 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 1,219,989 | 5.03% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,440,147 | 10.18% | $62.47M | +76,538 | 0.00% |
| Dimensional Fund Advisors LP | 1,656,318 | 6.91% | $42.40M | +15,458 | 0.01% |
| American Century Companies Inc | 1,306,574 | 5.45% | $33.45M | +154,110 | 0.01% |
| Bank Of America Corp /De/ | 1,191,599 | 4.97% | $30.50M | −58,938 | 0.00% |
| Vanguard Capital Management LLC | 1,067,235 | 4.45% | $27.32M | +6,315 | 0.00% |
| Vanguard Portfolio Management LLC | 811,046 | 3.38% | $20.76M | +27,189 | 0.00% |
| Acadian Asset Management LLC | 738,722 | 3.08% | $18.91K | +55,485 | 0.02% |
| Geode Capital Management, LLC | 689,669 | 2.88% | $17.66M | +29,274 | 0.00% |
| Earnest Partners LLC | 518,851 | 2.16% | $13.28M | −16,900 | 0.05% |
| State Street Corp | 517,810 | 2.16% | $13.26M | +2,173 | 0.00% |
| Pacific Ridge Capital Partners, LLC | 439,224 | 1.83% | $11.24M | +116,727 | 2.04% |
| Millennium Management LLC | 387,766 | 1.62% | $9.93M | +89,522 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 373,326 | 1.56% | $9.56M | −23,558 | 0.00% |
| Charles Schwab Investment Management Inc | 370,938 | 1.55% | $9.50M | −82,615 | 0.00% |
| Citadel Advisors LLC | 347,136 | 1.45% | $8.89M | +174,097 | 0.00% |
| Assenagon Asset Management S.A. | 339,948 | 1.42% | $8.70M | +113,456 | 0.01% |
| D. E. Shaw & Co., Inc. | 305,933 | 1.28% | $7.83M | +147,261 | 0.00% |
| Envestnet Asset Management Inc | 288,205 | 1.20% | $7.38M | −9,846 | 0.00% |
| Oxford Financial Group Ltd | 285,717 | 1.19% | $7.31M | −56,743 | 0.37% |
| Hotchkis & Wiley Capital Management LLC | 284,801 | 1.19% | $7.29M | −4,800 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 174 | 21M | 87.7% | 22 / 66 | 57 / 18 | 2M | 1M |
| Q1 2026 | 172 | 21M | 86.2% | 16 / 59 | 58 / 28 | 4M | 1M |
| Q4 2025 | 188 | 20M | 84.6% | 27 / 68 | 56 / 15 | 1M | 1M |
| Q3 2025 | 178 | 20M | 82.6% | 39 / 55 | 60 / 16 | 3M | 1M |
| Q2 2025 | 158 | 18M | 77.0% | 28 / 63 | 48 / 32 | 2M | 2M |
| Q1 2025 | 164 | 19M | 78.6% | 26 / 52 | 58 / 19 | 2M | 2M |
| Q4 2024 | 158 | 19M | 78.0% | 21 / 63 | 49 / 17 | 1M | 2M |
| Q3 2024 | 156 | 19M | 79.3% | 27 / 60 | 47 / 17 | 4M | 2M |
| Q2 2024 | 148 | 19M | 80.2% | 19 / 58 | 45 / 12 | 1M | 2M |
| Q1 2024 | 143 | 20M | 82.2% | 9 / 56 | 52 / 26 | 2M | 2M |
| Q4 2023 | 161 | 19M | 79.8% | 21 / 66 | 49 / 9 | 3M | 1M |
| Q3 2023 | 149 | 18M | 73.3% | 15 / 58 | 48 / 14 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 1,051,385 | 4.39% | $27.26M | 0.10% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 764,178 | 3.19% | $19.56M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 631,992 | 2.64% | $16.18M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 609,589 | 2.54% | $15.81M | 0.01% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 427,651 | 1.78% | $10.58M | 0.05% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 278,093 | 1.16% | $7.12M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 263,693 | 1.10% | $6.52M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 225,719 | 0.94% | $5.78M | 0.04% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 198,793 | 0.83% | $4.92M | 0.03% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 177,033 | 0.74% | $4.59M | 0.05% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 162,029 | 0.68% | $4.01M | 0.03% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 150,222 | 0.63% | $3.71M | 0.05% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 139,498 | 0.58% | $3.57M | 0.15% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 131,080 | 0.55% | $3.24M | 0.04% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 127,190 | 0.53% | $3.30M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Richard D. Phillips | CEO and Director | 159,418 | 0.67% | Aug 26, 2026 |
| Steven T. Korn | Chief Operating Officer | 148,831 | 0.62% | Sep 4, 2026 |
| Andrew Donald Regrut | VP IR & Strategy, Treasurer | 7,257 | 0.03% | Aug 26, 2026 |
| Jana T. Croom | CFO | 47,516 | 0.20% | Aug 26, 2026 |
| Kathy R. Thomson | Chief Commercial Officer | 44,943 | 0.19% | Aug 26, 2026 |
| Adam M. Baumann | Chief Accounting Officer | 11,167 | 0.05% | Aug 26, 2026 |
| Jessica L. DeLorenzo | Chief Human Resources Officer | 36,378 | 0.15% | Aug 26, 2026 |
| Douglas Hass | CL & AO, Secretary | 29,050 | 0.12% | Aug 26, 2026 |
| Robert J. Phillippy | Director | 15,912 | 0.07% | Nov 18, 2025 |
| Deursen Holly Van | Director | 34,297 | 0.14% | Nov 18, 2025 |
| Gregory A. Thaxton | Director | 0 | – | Nov 18, 2025 |
| Gregory J. Lampert | Director | 45,373 | 0.19% | Nov 18, 2025 |
| Colleen C. Repplier | Director | 11,085 | 0.05% | Nov 18, 2025 |
| Michele Holcomb | Director | 10,959 | 0.05% | Nov 18, 2025 |
| Tom George Vadaketh | Director | 0 | – | Nov 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven T. Korn Chief Operating Officer | Sep 3, 2026 | Gift | −1,000 | – | – | 131,683 |
| Steven T. Korn Chief Operating Officer | Sep 3, 2026 | Gift | −4,000 | – | – | 132,683 |
| Adam M. Baumann Chief Accounting Officer | Aug 24, 2026 | Tax withholding | −1,533 | $22.73 | $34.85K | 9,635 |
| Adam M. Baumann Chief Accounting Officer | Aug 24, 2026 | Award | +1,202 | – | – | 11,168 |
| Adam M. Baumann Chief Accounting Officer | Aug 24, 2026 | Option exercise | +2,438 | – | – | 9,966 |
| Kathy R. Thomson Chief Commercial Officer | Aug 24, 2026 | Option exercise | +10,486 | – | – | 44,943 |
| Kathy R. Thomson Chief Commercial Officer | Aug 24, 2026 | Award | +3,874 | – | – | 48,817 |
| Kathy R. Thomson Chief Commercial Officer | Aug 24, 2026 | Tax withholding | −6,743 | $22.73 | $153.27K | 42,074 |
| Richard D. Phillips CEO and Director | Aug 24, 2026 | Award | +36,277 | – | – | 77,230 |
| Richard D. Phillips CEO and Director | Aug 24, 2026 | Option exercise | +40,953 | – | – | 40,953 |
| Richard D. Phillips CEO and Director | Aug 24, 2026 | Tax withholding | −30,391 | $22.73 | $690.79K | 46,839 |
| Jana T. Croom CFO | Aug 24, 2026 | Tax withholding | −9,838 | $22.73 | $223.62K | 47,516 |
| Jana T. Croom CFO | Aug 24, 2026 | Option exercise | +16,727 | – | – | 49,051 |
| Jana T. Croom CFO | Aug 24, 2026 | Award | +8,303 | – | – | 57,354 |
| Andrew Donald Regrut VP IR & Strategy, Treasurer | Aug 24, 2026 | Option exercise | +1,878 | – | – | 7,257 |
| Andrew Donald Regrut VP IR & Strategy, Treasurer | Aug 24, 2026 | Tax withholding | −2,153 | $22.73 | $48.94K | 8,727 |
| Andrew Donald Regrut VP IR & Strategy, Treasurer | Aug 24, 2026 | Award | +3,623 | – | – | 10,880 |
| Steven T. Korn Chief Operating Officer | Aug 24, 2026 | Tax withholding | −19,660 | $22.73 | $446.87K | 136,683 |
| Steven T. Korn Chief Operating Officer | Aug 24, 2026 | Option exercise | +25,153 | – | – | 136,278 |
| Steven T. Korn Chief Operating Officer | Aug 24, 2026 | Award | +20,065 | – | – | 156,343 |
| Douglas Hass CL & AO, Secretary | Aug 24, 2026 | Tax withholding | −6,751 | $22.73 | $153.45K | 29,050 |
| Douglas Hass CL & AO, Secretary | Aug 24, 2026 | Award | +3,422 | – | – | 35,801 |
| Douglas Hass CL & AO, Secretary | Aug 24, 2026 | Option exercise | +12,132 | – | – | 32,379 |
| Jessica L. DeLorenzo Chief Human Resources Officer | Aug 24, 2026 | Option exercise | +6,783 | – | – | 36,378 |
| Jessica L. DeLorenzo Chief Human Resources Officer | Aug 24, 2026 | Tax withholding | −4,498 | $22.73 | $102.24K | 35,318 |
| Jessica L. DeLorenzo Chief Human Resources Officer | Aug 24, 2026 | Award | +3,438 | – | – | 39,816 |
| Richard D. Phillips CEO and Director | Jun 1, 2026 | Gift | +4,214 | – | – | 82,188 |
| Richard D. Phillips CEO and Director | Jun 1, 2026 | Gift | −4,214 | – | – | 0 |
| Andrew Donald Regrut VP IR & Strategy, Treasurer | Jun 1, 2026 | Option exercise | +1,052 | – | – | 5,836 |
| Andrew Donald Regrut VP IR & Strategy, Treasurer | Jun 1, 2026 | Tax withholding | −457 | $25.61 | $11.70K | 5,379 |
| Richard D. Phillips CEO and Director | May 26, 2026 | Gift | −77,974 | – | – | 4,214 |
| Richard D. Phillips CEO and Director | May 26, 2026 | Gift | +77,974 | – | – | 77,974 |
| Richard D. Phillips CEO and Director | Jan 4, 2026 | Tax withholding | −3,296 | $28.31 | $93.31K | 82,188 |
| Richard D. Phillips CEO and Director | Jan 4, 2026 | Option exercise | +7,673 | – | – | 85,484 |
| Gregory J. Lampert Director | Nov 14, 2025 | Award | +7,322 | $28.34 | $207.51K | 45,373 |
| Deursen Holly Van Director | Nov 14, 2025 | Award | +4,411 | $28.34 | $125.01K | 34,297 |
| Robert J. Phillippy Director | Nov 14, 2025 | Award | +4,411 | $28.34 | $125.01K | 15,912 |
| Michele Holcomb Director | Nov 14, 2025 | Award | +4,411 | $28.34 | $125.01K | 10,959 |
| Adam M. Baumann Chief Accounting Officer | Aug 27, 2025 | Tax withholding | −1,766 | $27.97 | $49.40K | 7,528 |
| Jana T. Croom CFO | Aug 27, 2025 | Tax withholding | −13,711 | $27.97 | $383.50K | 32,324 |
| Jana T. Croom CFO | Aug 27, 2025 | Award | +18,967 | – | – | 46,035 |
| Jana T. Croom CFO | Aug 27, 2025 | Option exercise | +11,091 | – | – | 27,068 |
| Jessica L. DeLorenzo Chief Human Resources Officer | Aug 27, 2025 | Option exercise | +5,034 | – | – | 27,542 |
| Jessica L. DeLorenzo Chief Human Resources Officer | Aug 27, 2025 | Tax withholding | −5,579 | $27.97 | $156.04K | 29,595 |
| Jessica L. DeLorenzo Chief Human Resources Officer | Aug 27, 2025 | Award | +7,632 | – | – | 35,174 |
| Adam M. Baumann Chief Accounting Officer | Aug 27, 2025 | Award | +2,592 | – | – | 9,294 |
| Adam M. Baumann Chief Accounting Officer | Aug 27, 2025 | Tax withholding | −1,767 | $27.97 | $49.42K | 7,527 |
| Adam M. Baumann Chief Accounting Officer | Aug 27, 2025 | Option exercise | +1,561 | – | – | 6,702 |
| Steven T. Korn Chief Operating Officer | Aug 27, 2025 | Option exercise | +11,762 | – | – | 104,862 |
| Steven T. Korn Chief Operating Officer | Aug 27, 2025 | Gift | −3,000 | – | – | 94,100 |
| Steven T. Korn Chief Operating Officer | Aug 27, 2025 | Gift | −1,000 | – | – | 93,100 |
| Steven T. Korn Chief Operating Officer | Aug 27, 2025 | Award | +20,148 | – | – | 125,010 |
| Steven T. Korn Chief Operating Officer | Aug 27, 2025 | Tax withholding | −13,885 | $27.97 | $388.36K | 111,125 |
| Douglas Hass CL & AO, Secretary | Aug 27, 2025 | Award | +9,772 | – | – | 27,089 |
| Douglas Hass CL & AO, Secretary | Aug 27, 2025 | Option exercise | +5,974 | – | – | 17,317 |
| Douglas Hass CL & AO, Secretary | Aug 27, 2025 | Tax withholding | −6,842 | $27.97 | $191.37K | 20,247 |
| Kathy R. Thomson Chief Commercial Officer | Aug 27, 2025 | Tax withholding | −7,929 | $27.97 | $221.77K | 34,457 |
| Kathy R. Thomson Chief Commercial Officer | Aug 27, 2025 | Option exercise | +6,654 | – | – | 32,159 |
| Kathy R. Thomson Chief Commercial Officer | Aug 27, 2025 | Award | +10,227 | – | – | 42,386 |
| Richard D. Phillips CEO and Director | Aug 27, 2025 | Award | +91,151 | – | – | 127,285 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.