Should You Be Confident in Kirby Corporation (KEX)?

2 weeks ago 8

Soumya Eswaran

Wed, December 3, 2025 astatine 6:33 AM CST 3 min read

Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 capitalist missive for the “Meridian Small Cap Growth Fund.” A transcript of the missive tin beryllium downloaded here. Driven by continued gains successful exertion and falling enslaved yields, equities reached grounds highs successful the quarter. U.S. tiny caps outperformed successful the quarter, gaining 12.4%, portion ample caps returned 5.3%. Among tiny caps, worth stocks somewhat surpassed maturation stocks, returning 12.6% and 12.2%, respectively, according to Russell indices. In this environment, the money returned 4.20% (net) successful the 3rd 4th compared to the Russell 2000 Growth Index’s 12.19% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Meridian Small Cap Growth Fund highlighted stocks specified arsenic Kirby Corporation (NYSE:KEX). Kirby Corporation (NYSE:KEX) is simply a US-based home vessel barge operator. The one-month instrumentality of Kirby Corporation (NYSE:KEX) was 6.77%, and its shares mislaid 6.26% of their worth implicit the past 52 weeks. On December 02, 2025, Kirby Corporation (NYSE:KEX) banal closed astatine $113.44 per share, with a marketplace capitalization of $6.33 billion.

Meridian Small Cap Growth Fund stated the pursuing regarding Kirby Corporation (NYSE:KEX) successful its 3rd 4th 2025 capitalist letter:

"Kirby Corporation (NYSE:KEX) is the largest inland marine proscription supplier successful the U.S., moving bulk liquid products specified arsenic petrochemicals, achromatic oil, refined products, and cultivation chemicals. The institution besides supports engines, transmissions, and related instrumentality done its organisation and aftermarket work business. We were initially attracted to Kirby for its agelong way grounds of profitability, accordant escaped currency flow, and a proscription web much than doubly the size of its nearest competitor. Results were pressured during the play arsenic barge utilization softened owed to the determination refining mix, impacting pricing—a cardinal operator of semipermanent earnings. Despite near-term challenges and little Street net revisions, we stay assured successful Kirby’s favorable supply-demand dynamics and maturation potential, and we added to our presumption during the period."

Is Kirby Corporation (KEX) the Best Marine Shipping Stock to Invest successful Now?

Kirby Corporation (NYSE:KEX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge money portfolios held Kirby Corporation (NYSE:KEX) astatine the extremity of the 3rd quarter, which was 40 successful the erstwhile quarter. While we admit the imaginable of Kirby Corporation (NYSE:KEX) 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.