Hantz Financial Services Inc. Lowers Position in Knight-Swift Transportation Holdings Inc. $KNX

Hantz Financial Services Inc. decreased its stake in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) by 87.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,191 shares of the transportation company’s stock after selling 35,640 shares during the quarter. Hantz Financial Services Inc.’s holdings in Knight-Swift Transportation were worth $205,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of KNX. Norges Bank bought a new position in shares of Knight-Swift Transportation during the 2nd quarter valued at about $59,407,000. Clean Energy Transition LLP bought a new position in Knight-Swift Transportation during the second quarter valued at approximately $51,817,000. Bank of New York Mellon Corp grew its holdings in Knight-Swift Transportation by 72.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 2,160,475 shares of the transportation company’s stock valued at $95,558,000 after buying an additional 904,903 shares in the last quarter. Allspring Global Investments Holdings LLC increased its stake in Knight-Swift Transportation by 21.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 4,361,230 shares of the transportation company’s stock worth $169,826,000 after acquiring an additional 765,833 shares during the last quarter. Finally, AQR Capital Management LLC raised its holdings in shares of Knight-Swift Transportation by 36.5% during the 2nd quarter. AQR Capital Management LLC now owns 2,248,258 shares of the transportation company’s stock worth $99,440,000 after acquiring an additional 601,108 shares in the last quarter. 88.77% of the stock is currently owned by institutional investors.

Knight-Swift Transportation Stock Up 1.9%

Shares of NYSE KNX opened at $60.27 on Monday. Knight-Swift Transportation Holdings Inc. has a 1 year low of $36.69 and a 1 year high of $61.28. The firm has a 50-day simple moving average of $54.53 and a two-hundred day simple moving average of $47.23. The company has a market cap of $9.78 billion, a P/E ratio of 147.00, a PEG ratio of 0.89 and a beta of 1.15. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.86 and a quick ratio of 1.33.

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). Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. The business had revenue of $1.86 billion for the quarter, compared to the consensus estimate of $1.90 billion. During the same period in the prior year, the company posted $0.36 EPS. The company’s quarterly 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. Research analysts anticipate that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current year.

Analysts Set New Price Targets

KNX has been the topic of several research reports. TD Cowen boosted their price target on shares of Knight-Swift Transportation from $53.00 to $60.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Zacks Research upgraded shares of Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a report on Wednesday, December 3rd. Weiss Ratings raised shares of Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, December 29th. Stephens dropped their price target on Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. Finally, Raymond James Financial upped their price objective on Knight-Swift Transportation from $55.00 to $59.00 and gave the company a “strong-buy” rating in a research report on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $60.00.

Key Headlines Impacting Knight-Swift Transportation

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

• Positive Sentiment: Citi reaffirmed its rating (neutral) and set a $64 price target, giving investors an explicit upside reference that can support buying interest. Finviz
• Positive Sentiment: Zacks Research raised its Q2 2026 EPS estimate to $0.48 (from $0.46), a small but constructive near‑term revision that can lift quarter‑specific expectations. MarketBeat Zacks note
• Positive Sentiment: Brokerage consensus coverage referenced by AmericanBankingNews shows a “Moderate Buy” takeaway, which may attract momentum buyers and support sentiment. AmericanBankingNews
• Positive Sentiment: A Yahoo Finance piece argues the recent soft quarter may be less damaging than headlines suggest, a narrative that can limit downside after the January earnings miss. Yahoo Finance
• Neutral Sentiment: Institutional ownership remains high (around ~89%), and recent small position changes by some funds are unlikely to move shares materially in isolation but reflect ongoing institutional interest. MarketBeat
• Negative Sentiment: Zacks issued a series of downward revisions to multiple quarters and trimmed FY2026 and FY2027 EPS forecasts (FY2026 to $1.89, FY2027 to $3.04), flagging weaker near‑term profit outlook and raising execution risk. MarketBeat Zacks notes
• Negative Sentiment: Insider selling: COO James L. Fitzsimmons sold 5,917 shares (reducing his position ~40%) and EVP Michael K. Liu sold 1,243 shares; material insider dispositions can weigh on sentiment even if driven by personal liquidity or tax planning. SEC filing (Fitzsimmons) SEC filing (Liu)
• Negative Sentiment: January quarter missed consensus (EPS and revenue) and revenue was slightly down year‑over‑year — the earnings miss remains a baseline risk until upcoming quarterly cadence confirms improvement. MarketBeat earnings summary

Insiders Place Their Bets

In related news, COO James L. Fitzsimmons sold 5,917 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $54.77, for a total value of $324,074.09. Following the transaction, the chief operating officer owned 8,716 shares of the company’s stock, valued at $477,375.32. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Reed Stultz sold 4,692 shares of Knight-Swift Transportation stock in a transaction dated 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 of the company’s stock, valued at $23,952.15. The trade was a 90.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 46,852 shares of company stock valued at $2,426,770 in the last three months. 3.00% of the stock is owned by company insiders.

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.