NYSE · Industrials

KENNAMETAL INC KMT

Kennametal Inc. engages in development and application of tungsten carbides, ceramics, and hard materials and solutions worldwide. It operates through two segments, Metal Cutting and Infrastructure. The Metal Cutting segment offers milling, hole making, turning, threading, and toolmaking systems used in the manufacture of airframes, aero engines, trucks and automobiles, ships, and various types of industrial equipment under the Kennametal, WIDIA, WIDIA Hanita, and WIDIA GTD brands through its direct sales force, a network of independent and national distributors, integrated supplier channels, and digitally.

Industrial Machinery/Components

Company profile

Business mix

  • It operates through two segments, Metal Cutting and Infrastructure.
  • Its Infrastructure segment produces engineered tungsten carbide and ceramic components, earth-cutting tools, and metallurgical powders, such as compacts, nozzles, frac seats, and custom components used in oil and gas and petrochemical industries.
  • The company was founded in 1938 and is based in Pittsburgh, Pennsylvania.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in tools & accessories?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.33 FCF 2.94% Buyback 1.67%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 0.4% $31.4M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $23.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $23.1M Estimated from net added shares
Reduction amount $105.1M Estimated from net reduced shares
Net share change / base shares -60.1% -2,269,618 / 3,777,813
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$23.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +639,195 (New) Total shares 639,195 Value $23.1M
Ariel Investments John Rogers 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -37.1% 13F value change -$11.5M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -63.5% 13F value change -$36.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,777,813 Last 2 periods -2,908,813 (-77.0%) Total shares 869,000 Value $31.4M

Recent mentions

No public mentions.