Knight-Swift Transportation Holdings Inc. $KNX Shares Sold by Nuance Investments LLC

Nuance Investments LLC lessened its holdings in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) by 23.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 234,715 shares of the transportation company’s stock after selling 70,043 shares during the quarter. Knight-Swift Transportation accounts for 0.9% of Nuance Investments LLC’s portfolio, making the stock its 28th largest position. Nuance Investments LLC owned 0.14% of Knight-Swift Transportation worth $9,274,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the company. SJS Investment Consulting Inc. lifted its position in Knight-Swift Transportation by 7,100.0% in the 3rd 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 boosted its holdings in Knight-Swift Transportation by 111.3% during the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock worth $37,000 after buying an additional 493 shares in the last quarter. MMA Asset Management LLC bought a new stake in shares of Knight-Swift Transportation during the 3rd quarter worth $41,000. Employees Retirement System of Texas acquired a new position in shares of Knight-Swift Transportation in the 2nd quarter valued at $58,000. Finally, Bartlett & CO. Wealth Management LLC boosted its holdings in shares of Knight-Swift Transportation by 68.7% in the third quarter. Bartlett & CO. Wealth Management LLC now owns 2,087 shares of the transportation company’s stock worth $82,000 after buying an additional 850 shares during the period. Institutional investors own 88.77% of the company’s stock.

Insider Activity

In related news, EVP Michael K. Liu sold 1,243 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $60.87, for a total value of $75,661.41. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 transaction, the chief operating officer owned 8,716 shares in the company, valued at approximately $477,375.32. This represents a 40.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 46,852 shares of company stock worth $2,426,770 over the last three months. Company insiders own 3.00% of the company’s stock.

Knight-Swift Transportation Trading Up 1.9%

Shares of KNX opened at $60.27 on Monday. Knight-Swift Transportation Holdings Inc. has a 52-week low of $36.69 and a 52-week high of $61.28. The company has a market cap of $9.78 billion, a price-to-earnings 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 quick ratio of 1.33 and a current ratio of 0.86. The stock has a fifty day moving average price of $54.53 and a two-hundred day moving average price of $47.23.

Knight-Swift Transportation (NYSE:KNX) last issued its quarterly 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 2.88% and a net margin of 0.88%.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 company earned $0.36 EPS. The firm’s quarterly 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. Analysts predict that Knight-Swift Transportation Holdings Inc. will post 2.13 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on KNX shares. UBS Group raised their price objective on Knight-Swift Transportation from $51.00 to $54.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. Benchmark raised their price target on shares of Knight-Swift Transportation from $60.00 to $65.00 and gave the company a “buy” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. raised their price objective on Knight-Swift Transportation from $49.00 to $61.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Barclays raised their target price on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Finally, TD Cowen raised their target price on Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $60.00.

Knight-Swift Transportation News Roundup

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

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.