Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) has been assigned an average recommendation of “Moderate Buy” from the twenty analysts that are presently covering the firm, MarketBeat Ratings reports. Six research analysts have rated the stock with a hold recommendation, thirteen have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $60.00.

A number of analysts have recently commented on KNX shares. Stephens dropped their target price on shares of Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating on the stock in a report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price target on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Barclays upped their price objective on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. UBS Group lifted their target price on shares of Knight-Swift Transportation from $51.00 to $54.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Finally, Morgan Stanley boosted their price target on Knight-Swift Transportation from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th.

Insider Buying and Selling

In other news, SVP Reed Stultz sold 4,692 shares of the 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO James L. Fitzsimmons sold 5,917 shares of Knight-Swift Transportation stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $54.77, for a total value of $324,074.09. Following the completion of the transaction, the chief operating officer directly owned 8,716 shares of the company’s stock, valued at approximately $477,375.32. This represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 46,852 shares of company stock valued at $2,426,770. Insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Knight-Swift Transportation

Institutional investors have recently made changes to their positions in the company. Fifth Third Bancorp raised its holdings in Knight-Swift Transportation by 44.4% in the 4th quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock worth $45,000 after acquiring an additional 267 shares during the last quarter. ProShare Advisors LLC boosted its stake in Knight-Swift Transportation by 3.8% during 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 holdings in shares of Knight-Swift Transportation by 0.6% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock worth $2,091,000 after purchasing an additional 306 shares in the last quarter. Farther Finance Advisors LLC increased its holdings in shares of Knight-Swift Transportation by 54.2% in the 4th quarter. Farther Finance Advisors LLC now owns 956 shares of the transportation company’s stock worth $50,000 after purchasing an additional 336 shares in the last quarter. Finally, Jones Financial Companies Lllp raised its stake 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 purchasing an additional 343 shares during the last quarter. Hedge funds and other institutional investors own 88.77% of the company’s stock.

Knight-Swift Transportation Stock Down 1.7%

KNX stock opened at $59.16 on Friday. Knight-Swift Transportation has a fifty-two week low of $36.69 and a fifty-two week high of $61.28. The company has a market capitalization of $9.60 billion, a price-to-earnings ratio of 144.31, a price-to-earnings-growth ratio of 0.89 and a beta of 1.15. The business’s 50 day moving average price is $54.24 and its two-hundred day moving average price is $47.09. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.33 and a current ratio of 0.86.

Knight-Swift Transportation (NYSE:KNX) last released 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). The firm 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 2.88%. The company’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. As a group, analysts forecast that Knight-Swift Transportation will post 2.13 earnings per share for the current fiscal year.

Key Stories Impacting Knight-Swift Transportation

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

• Positive Sentiment: Coverage note argues the company’s soft reported quarter contains offsets that make the results less negative than headline numbers imply — this can limit downside if investors focus on underlying volume/cost trends. Knight‑Swift Transportation Holdings’ Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: Zacks’ published long‑range numbers still show substantial earnings ramp by FY2027–FY2028 (FY2027 $3.04, FY2028 $4.32), suggesting analysts expect recovery/growth beyond the near term — a potential upside case for longer‑horizon investors.
• Neutral Sentiment: Zacks Research retains a “Hold” rating on KNX while updating estimates; that reflects analyst caution rather than an outright bearish revision and may temper trading volatility.
• Negative Sentiment: Zacks cut multiple near‑term EPS estimates across Q1–Q4 2026 and Q1–Q4 2027 (Q1 2026 to $0.30; FY2026 to $1.89; FY2027 to $3.04 from $3.42), signaling weaker expected near‑term profitability and creating downward pressure on shares.
• Negative Sentiment: COO James L. Fitzsimmons sold 5,917 shares (~40% reduction in his holdings) at ~ $54.77; the SEC filing is available. Significant insider selling can be read negatively by the market. SEC filing — Fitzsimmons sale
• Negative Sentiment: EVP Michael K. Liu sold 1,243 shares at about $60.87; another disclosed executive sale that may amplify negative sentiment among short‑term traders. SEC filing — Liu sale

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.