Knight-Swift Transportation (NYSE:KNX) Given New $63.00 Price Target at Stephens

Knight-Swift Transportation (NYSE:KNX) had its price target decreased by Stephens from $65.00 to $63.00 in a research report report published on Thursday morning,Benzinga reports. Stephens currently has an overweight rating on the transportation company’s stock.

Several other equities research analysts have also recently weighed in on KNX. TD Cowen increased their price objective on Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Stifel Nicolaus reduced their price target on shares of Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating for the company in a report on Thursday. JPMorgan Chase & Co. raised their price target on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. UBS Group upped their price objective on shares of Knight-Swift Transportation from $51.00 to $54.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, Raymond James Financial lifted their target price on Knight-Swift Transportation from $55.00 to $59.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $59.72.

Knight-Swift Transportation Stock Up 2.8%

Shares of KNX stock opened at $59.53 on Thursday. The company 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 quick ratio of 1.33 and a current ratio of 1.33. The stock’s 50 day simple moving average is $51.50 and its 200 day simple moving average is $46.34. Knight-Swift Transportation has a twelve month low of $36.69 and a twelve month high of $61.51.

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

Insider Transactions at Knight-Swift Transportation

In related news, Chairman Kevin P. Knight sold 35,000 shares of the company’s stock in a transaction dated 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 transaction, the chairman owned 1,405,347 shares in the company, valued at $71,686,750.47. This represents a 2.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Reed Stultz sold 4,692 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $51.51, for a total transaction of $241,684.92. Following the transaction, the senior vice president owned 465 shares in the company, valued at $23,952.15. The trade was a 90.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 43,992 shares of company stock valued at $2,220,707 in the last three months. 3.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of KNX. Whalen Wealth Management Inc. bought a new position in Knight-Swift Transportation in the fourth quarter valued at about $447,000. Linden Thomas Advisory Services LLC boosted its stake in shares of Knight-Swift Transportation by 3.2% in the 4th quarter. Linden Thomas Advisory Services LLC now owns 38,289 shares of the transportation company’s stock valued at $2,002,000 after purchasing an additional 1,172 shares during the last quarter. Fifth Third Wealth Advisors LLC acquired a new stake in shares of Knight-Swift Transportation during the 4th quarter worth approximately $259,000. Allspring Global Investments Holdings LLC raised its stake in shares of Knight-Swift Transportation by 7.2% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 4,676,422 shares of the transportation company’s stock worth $244,250,000 after buying an additional 315,192 shares during the last quarter. Finally, SG Americas Securities LLC raised its stake in shares of Knight-Swift Transportation by 1,092.8% during the fourth quarter. SG Americas Securities LLC now owns 99,078 shares of the transportation company’s stock worth $5,180,000 after buying an additional 90,772 shares during the last quarter. Institutional investors own 88.77% of the company’s stock.

Key Knight-Swift Transportation News

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.