Game Creek Capital LP Sells 24,125 Shares of Knight-Swift Transportation Holdings Inc. $KNX

Game Creek Capital LP lessened its position in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) by 65.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,500 shares of the transportation company’s stock after selling 24,125 shares during the quarter. Game Creek Capital LP’s holdings in Knight-Swift Transportation were worth $494,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. SJS Investment Consulting Inc. boosted its position in shares of Knight-Swift Transportation by 7,100.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock valued at $37,000 after acquiring an additional 923 shares during the last quarter. Versant Capital Management Inc increased its position in Knight-Swift Transportation by 111.3% in the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock worth $37,000 after purchasing an additional 493 shares during the last quarter. MMA Asset Management LLC purchased a new stake in Knight-Swift Transportation during the third quarter valued at $41,000. Employees Retirement System of Texas purchased a new stake in Knight-Swift Transportation during the second quarter valued at $58,000. Finally, Bartlett & CO. Wealth Management LLC lifted its position in Knight-Swift Transportation by 68.7% during the third quarter. Bartlett & CO. Wealth Management LLC now owns 2,087 shares of the transportation company’s stock valued at $82,000 after purchasing an additional 850 shares during the last quarter. Institutional investors own 88.77% of the company’s stock.

Knight-Swift Transportation Price Performance

Shares of KNX stock opened at $51.91 on Friday. Knight-Swift Transportation Holdings Inc. has a 52-week low of $36.69 and a 52-week high of $64.10. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $8.43 billion, a P/E ratio of 126.61, a P/E/G ratio of 0.77 and a beta of 1.12. The stock has a 50 day moving average price of $58.13 and a 200 day moving average price of $50.01.

Knight-Swift Transportation (NYSE:KNX) last announced its quarterly earnings data 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 2.88%. The business had revenue of $1.86 billion during the quarter, compared to the consensus estimate of $1.90 billion. During the same period last year, the company earned $0.36 EPS. The business’s 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. As a group, sell-side analysts predict that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current year.

Knight-Swift Transportation Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Friday, March 6th will be issued a $0.20 dividend. The ex-dividend date is Friday, March 6th. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.5%. Knight-Swift Transportation’s dividend payout ratio (DPR) is currently 195.12%.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Zacks Research upgraded shares of Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a report on Wednesday, December 3rd. Susquehanna increased their price target on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. 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. Evercore boosted their price objective on Knight-Swift Transportation from $47.00 to $61.00 and gave the stock an “in-line” rating in a research note on Tuesday, January 13th. Finally, Stifel Nicolaus decreased their price objective on Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $60.78.

Insider Activity at Knight-Swift Transportation

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 30,000 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $61.00, for a total value of $1,830,000.00. Following the transaction, the chairman directly owned 1,305,347 shares in the company, valued at $79,626,167. This represents a 2.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Joshua Smith sold 5,770 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $60.91, for a total transaction of $351,450.70. Following the transaction, the chief financial officer directly owned 9,214 shares in the company, valued at approximately $561,224.74. This trade represents a 38.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 42,930 shares of company stock worth $2,581,186. 3.00% of the stock is currently owned by corporate 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.