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Kirby price target lowered to $123 from $133 at BofA

BofA lowered the firm’s price target on Kirby (KEX) to $123 from $133 and keeps a Buy rating on the shares. Given increased weather delay days in January and February, particularly around the Houston Ship Channel, the firm increased its estimate of delay days as a percentage of voyage days to 4.0% from 3.2% and lowered its Q1 and 2025 EPS estimates 8% and 2%, to $1.23 and $6.35, respectively.

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