Knight-Swift Transportation (NYSE:KNX) Given New $54.00 Price Target at UBS Group

Knight-Swift Transportation (NYSE:KNX) had its price objective boosted by UBS Group from $51.00 to $54.00 in a research report report published on Thursday morning,Benzinga reports. UBS Group currently has a neutral rating on the transportation company’s stock.

A number of other equities research analysts have also weighed in on KNX. Morgan Stanley lifted their target price on Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Monday, December 8th. Bank of America upgraded Knight-Swift Transportation from a “neutral” rating to a “buy” rating and raised their price target for the company from $41.00 to $50.00 in a research note on Thursday, October 16th. Susquehanna upped their price objective on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a “neutral” rating in a research note on Thursday. Wells Fargo & Company increased their target price on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock an “overweight” rating in a report on Tuesday, January 6th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of Knight-Swift Transportation from a “hold” rating to a “buy” rating and boosted their price target for the company from $43.00 to $53.00 in a report on Thursday, October 2nd. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $59.72.

Knight-Swift Transportation Trading Up 2.8%

Shares of KNX opened at $59.53 on Thursday. The firm has a market capitalization of $9.66 billion, a price-to-earnings ratio of 145.20, a PEG ratio of 0.77 and a beta of 1.16. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.33 and a quick ratio of 1.33. Knight-Swift Transportation has a 1-year low of $36.69 and a 1-year high of $61.51. The company has a 50-day moving average of $51.50 and a 200 day moving average of $46.34.

Knight-Swift Transportation (NYSE:KNX) last issued its earnings results on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.05). Knight-Swift Transportation had a return on equity of 2.87% and a net margin of 0.88%.The company had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.90 billion. During the same period last year, the business posted $0.36 earnings per share. The business’s revenue was down .4% compared to the same quarter last year. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, research analysts expect that Knight-Swift Transportation will post 2.13 EPS for the current year.

Insiders Place Their Bets

In other news, SVP Reed Stultz sold 4,692 shares of the firm’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $51.51, for a total value of $241,684.92. Following the completion of the sale, the senior vice president owned 465 shares of the company’s stock, valued at $23,952.15. This trade represents a 90.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Cary M. Flanagan sold 4,300 shares of the company’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $45.04, for a total value of $193,672.00. Following the transaction, the chief accounting officer directly owned 5,644 shares in the company, valued at $254,205.76. This represents a 43.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 43,992 shares of company stock valued at $2,220,707. 3.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Knight-Swift Transportation

A number of large investors have recently modified their holdings of the business. ProShare Advisors LLC raised its position in shares of Knight-Swift Transportation by 3.8% in the 2nd quarter. ProShare Advisors LLC now owns 7,529 shares of the transportation company’s stock valued at $333,000 after purchasing an additional 276 shares during the last quarter. Public Employees Retirement System of Ohio increased its stake in Knight-Swift Transportation by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock valued at $2,091,000 after purchasing an additional 306 shares in the last quarter. Jones Financial Companies Lllp raised its holdings in shares of Knight-Swift Transportation by 2.7% in the third quarter. Jones Financial Companies Lllp now owns 13,081 shares of the transportation company’s stock worth $519,000 after buying an additional 343 shares during the last quarter. Benjamin Edwards Inc. lifted its stake in shares of Knight-Swift Transportation by 4.5% during the third quarter. Benjamin Edwards Inc. now owns 8,130 shares of the transportation company’s stock worth $321,000 after buying an additional 351 shares during the period. Finally, IFP Advisors Inc lifted its stake in shares of Knight-Swift Transportation by 21.3% during the second quarter. IFP Advisors Inc now owns 2,162 shares of the transportation company’s stock worth $96,000 after buying an additional 379 shares during the period. Hedge funds and other institutional investors own 88.77% of the company’s stock.

Trending Headlines about Knight-Swift Transportation

Here are the key news stories impacting Knight-Swift Transportation this week:

• Positive Sentiment: Management emphasized cost wins and active margin initiatives on the Q4 earnings call, which investors see as offsets to softer demand and support near‑term profitability. Knight-Swift Earnings Call: Cost Wins, Cautious Outlook
• Positive Sentiment: Susquehanna raised its price target to $60 (neutral rating) and Stifel kept a Buy rating while trimming its target to $61 — signals that some analysts still see upside if cost actions restore margins. Benzinga – analyst moves
• Neutral Sentiment: UBS lifted its target to $54 but kept a Neutral rating (target still below current levels), reflecting a cautious stance despite the raise. Benzinga – UBS target change
• Neutral Sentiment: Company published its earnings press release, slide deck and the earnings‑call transcript — useful detail for modeling near‑term volumes and cost assumptions. KNX slide deck / press release
• Negative Sentiment: Q4 results missed consensus: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. $1.90B expected; revenue was down year‑over‑year and the firm reported a $6.8M quarterly loss — key reasons for initial downside pressure. Zacks – Q4 miss
• Negative Sentiment: Q1 2026 adjusted EPS guidance of $0.28–$0.32 was issued (company midpoint roughly in line but low end below consensus) and management described a cautious near‑term outlook as capacity and demand normalize — this kept some traders defensive. MSN – Q1 guidance
• Negative Sentiment: Shares initially fell after the earnings miss (reports of a ~4% drop), reflecting short‑term selling before the midday rebound. Investing.com – shares drop

Knight-Swift Transportation Company Profile

Knight-Swift Transportation Holdings Inc (NYSE: KNX) is one of North America’s largest asset-based truckload carriers, offering a wide range of transportation and logistics services. The company was formed in 2017 through the merger of Knight Transportation and Swift Transportation, each with decades of experience in long-haul dry van and refrigerated freight. Since the merger, Knight-Swift has pursued a growth strategy that includes fleet expansions, targeted acquisitions, and investments in technology to enhance service reliability and network efficiency.

The company’s core business activities include full truckload operations for dry van, temperature-controlled and flatbed shipments.