Knight-Swift Transportation (NYSE:KNX) Given New $60.00 Price Target at Susquehanna

Knight-Swift Transportation (NYSE:KNX) had its target price upped by Susquehanna from $58.00 to $60.00 in a research report report published on Thursday morning,Benzinga reports. The firm currently has a neutral rating on the transportation company’s stock.

A number of other equities analysts have also weighed in on KNX. Evercore ISI lifted their price target on shares of Knight-Swift Transportation from $47.00 to $61.00 and gave the company an “in-line” rating in a report on Tuesday, January 13th. Weiss Ratings upgraded Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft raised 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 research report on Thursday, October 2nd. JPMorgan Chase & Co. raised their price objective on Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Finally, Bank of America upgraded Knight-Swift Transportation from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $41.00 to $50.00 in a report on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Knight-Swift Transportation currently has a consensus rating of “Moderate Buy” and a consensus target price of $59.72.

Knight-Swift Transportation Stock Up 2.8%

Shares of NYSE:KNX opened at $59.53 on Thursday. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.31. The firm has a market cap 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 stock’s 50-day moving average price is $51.50 and its two-hundred day moving average price is $46.34. Knight-Swift Transportation has a 12-month low of $36.69 and a 12-month high of $61.51.

Knight-Swift Transportation (NYSE:KNX) last released its earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (EPS) for the quarter, missing the consensus estimate 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 during the quarter, compared to analyst estimates of $1.90 billion. During the same period in the prior year, the business posted $0.36 earnings per share. Knight-Swift Transportation’s revenue was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, research analysts forecast that Knight-Swift Transportation will post 2.13 EPS for the current year.

Insider Buying and Selling

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

Hedge Funds Weigh In On Knight-Swift Transportation

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd increased its position in shares of Knight-Swift Transportation by 1,478.6% during the third quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock worth $35,000 after acquiring an additional 828 shares during the last quarter. SJS Investment Consulting Inc. boosted its holdings in Knight-Swift Transportation by 7,100.0% in the third quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 923 shares during the last quarter. Versant Capital Management Inc grew its stake in Knight-Swift Transportation by 111.3% during the 3rd quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 493 shares in the last quarter. MMA Asset Management LLC purchased a new stake in Knight-Swift Transportation during the 3rd quarter worth approximately $41,000. Finally, Employees Retirement System of Texas purchased a new stake in Knight-Swift Transportation during the 2nd quarter worth approximately $58,000. 88.77% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting 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

About Knight-Swift Transportation

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.