Deprince Race & Zollo Inc. Boosts Stock Position in Knight-Swift Transportation Holdings Inc. $KNX

Deprince Race & Zollo Inc. grew its stake in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) by 5.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 741,139 shares of the transportation company’s stock after acquiring an additional 39,283 shares during the period. Deprince Race & Zollo Inc. owned 0.46% of Knight-Swift Transportation worth $38,747,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in KNX. Public Employees Retirement System of Ohio raised its position in shares of Knight-Swift Transportation by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock worth $2,091,000 after buying an additional 306 shares in the last quarter. Jones Financial Companies Lllp raised its position 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 buying an additional 343 shares in the last quarter. Benjamin Edwards Inc. raised its position in shares of Knight-Swift Transportation by 4.5% in the third quarter. Benjamin Edwards Inc. now owns 8,130 shares of the transportation company’s stock worth $321,000 after buying an additional 351 shares in the last quarter. CWM LLC raised its position in shares of Knight-Swift Transportation by 0.9% in the third quarter. CWM LLC now owns 42,000 shares of the transportation company’s stock worth $1,659,000 after buying an additional 391 shares in the last quarter. Finally, GAMMA Investing LLC raised its position in shares of Knight-Swift Transportation by 20.4% in the fourth quarter. GAMMA Investing LLC now owns 2,495 shares of the transportation company’s stock worth $130,000 after buying an additional 422 shares in the last quarter. Hedge funds and other institutional investors own 88.77% of the company’s stock.

Insider Activity at Knight-Swift Transportation

In other Knight-Swift Transportation news, EVP Michael K. Liu sold 1,243 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $60.87, for a total value of $75,661.41. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Chairman Kevin P. Knight sold 30,000 shares of Knight-Swift Transportation stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $61.00, for a total transaction of $1,830,000.00. Following the transaction, the chairman owned 1,305,347 shares of the company’s stock, valued at $79,626,167. The trade was a 2.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 42,930 shares of company stock valued at $2,581,186. 3.00% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on KNX. Benchmark increased their target price on Knight-Swift Transportation from $60.00 to $65.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Evercore raised Knight-Swift Transportation from an “in-line” rating to an “outperform” rating and set a $65.00 target price on the stock in a research note on Friday, March 27th. Stephens reduced their target price on Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating on the stock in a research note on Thursday, January 22nd. Barclays increased their target price on Knight-Swift Transportation from $65.00 to $75.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Finally, JPMorgan Chase & Co. increased their target price 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. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $61.83.

Knight-Swift Transportation Stock Performance

Shares of KNX opened at $61.84 on Monday. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.86 and a quick ratio of 0.86. Knight-Swift Transportation Holdings Inc. has a one year low of $37.70 and a one year high of $64.10. The company has a 50-day simple moving average of $58.28 and a two-hundred day simple moving average of $52.14. The firm has a market capitalization of $10.05 billion, a PE ratio of 150.84, a price-to-earnings-growth ratio of 0.92 and a beta of 1.11.

Knight-Swift Transportation (NYSE:KNX) last issued 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 return on equity of 2.88% and a net margin of 0.88%.The company had revenue of $1.86 billion during the quarter, compared to analysts’ expectations of $1.90 billion. During the same quarter last year, the business earned $0.36 earnings per share. The business’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. On average, analysts anticipate that Knight-Swift Transportation Holdings Inc. will post 2.13 EPS for the current fiscal year.

Knight-Swift Transportation Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 23rd. Shareholders of record on Friday, March 6th were issued a $0.20 dividend. This represents a $0.80 annualized dividend and a yield of 1.3%. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. The ex-dividend date was Friday, March 6th. Knight-Swift Transportation’s dividend payout ratio (DPR) is 195.12%.

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.