Knight-Swift Transportation (NYSE:KNX) Given New $61.00 Price Target at Stifel Nicolaus

Knight-Swift Transportation (NYSE:KNX) had its target price cut by Stifel Nicolaus from $63.00 to $61.00 in a research report released on Thursday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

Other research analysts have also recently issued reports about the company. Deutsche Bank Aktiengesellschaft upgraded Knight-Swift Transportation from a “hold” rating to a “buy” rating and upped their price target for the stock from $43.00 to $53.00 in a research note on Thursday, October 2nd. Zacks Research upgraded Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a report on Wednesday, December 3rd. Citigroup lifted their target price on Knight-Swift Transportation from $59.00 to $64.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Susquehanna increased their price target on shares of Knight-Swift Transportation from $42.00 to $58.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Finally, Benchmark raised their price objective on shares of Knight-Swift Transportation from $55.00 to $60.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. One equities 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 MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $59.72.

Knight-Swift Transportation Trading Up 2.8%

Shares of KNX stock opened at $59.53 on Thursday. Knight-Swift Transportation has a 1-year low of $36.69 and a 1-year high of $61.51. The firm has a market cap of $9.66 billion, a PE ratio of 145.20, a price-to-earnings-growth ratio of 0.77 and a beta of 1.16. The company has a 50-day moving average of $51.50 and a two-hundred day moving average of $46.34. 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 (NYSE:KNX) last released its quarterly earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.05). The company had revenue of $1.86 billion during the quarter, compared to analysts’ expectations of $1.90 billion. Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.87%. Knight-Swift Transportation’s revenue was down .4% on a year-over-year basis. During the same period last year, the firm posted $0.36 earnings per share. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, analysts predict that Knight-Swift Transportation will post 2.13 EPS for the current year.

Insiders Place Their Bets

In other Knight-Swift Transportation news, SVP Reed Stultz sold 4,692 shares of the stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $51.51, for a total value of $241,684.92. Following the sale, the senior vice president directly owned 465 shares of the company’s stock, valued at approximately $23,952.15. This represents a 90.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Chairman Kevin P. Knight sold 35,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $51.01, for a total transaction of $1,785,350.00. Following the completion of the sale, the chairman owned 1,405,347 shares in the company, valued at $71,686,750.47. The trade was a 2.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 43,992 shares of company stock worth $2,220,707 in the last 90 days. Corporate insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in KNX. ProShare Advisors LLC raised its position in shares of Knight-Swift Transportation by 3.8% during the 2nd quarter. ProShare Advisors LLC now owns 7,529 shares of the transportation company’s stock worth $333,000 after acquiring an additional 276 shares in the last quarter. Public Employees Retirement System of Ohio boosted its holdings in Knight-Swift Transportation by 0.6% in the third 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 increased its stake in 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 valued at $519,000 after purchasing an additional 343 shares during the last quarter. Benjamin Edwards Inc. raised its holdings in 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 purchasing an additional 351 shares in the last quarter. Finally, IFP Advisors Inc lifted its position in shares of Knight-Swift Transportation by 21.3% during the 2nd 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 last quarter. 88.77% of the stock is owned by institutional investors and hedge funds.

Key Headlines 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.