Knight-Swift Transportation (NYSE:KNX) Price Target Raised to $65.00 at Benchmark

Knight-Swift Transportation (NYSE:KNX) had its price objective increased by Benchmark from $60.00 to $65.00 in a research report sent to investors on Friday,Benzinga reports. Benchmark currently has a buy rating on the transportation company’s stock.

Other equities analysts also recently issued reports about the stock. TD Cowen upped their price objective on shares of Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Morgan Stanley upped their price target on shares of Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. 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. Raymond James Financial boosted their price objective on Knight-Swift Transportation from $55.00 to $59.00 and gave the stock a “strong-buy” rating in a report on Tuesday, October 14th. Finally, Zacks Research upgraded Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research note on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $60.00.

Knight-Swift Transportation Price Performance

Shares of NYSE KNX opened at $56.95 on Friday. Knight-Swift Transportation has a twelve month low of $36.69 and a twelve month high of $59.89. The company has a market cap of $9.25 billion, a PE ratio of 138.91, a price-to-earnings-growth ratio of 0.81 and a beta of 1.16. The business’s 50 day moving average price is $51.78 and its two-hundred day moving average price is $46.41. The company has a quick ratio of 1.33, a current ratio of 0.86 and a debt-to-equity ratio of 0.30.

Knight-Swift Transportation (NYSE:KNX) last issued its earnings results 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 business had revenue of $1.86 billion for the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter in the prior year, the firm posted $0.36 earnings per share. 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. On average, analysts predict that Knight-Swift Transportation will post 2.13 EPS for the current year.

Insider Activity at Knight-Swift Transportation

In other news, CAO Cary M. Flanagan sold 4,300 shares of the company’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $45.04, for a total transaction of $193,672.00. Following the completion of the sale, the chief accounting officer directly owned 5,644 shares in the company, valued at approximately $254,205.76. This represents a 43.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, 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 in the company, valued at approximately $23,952.15. This trade represents a 90.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 43,992 shares of company stock worth $2,220,707. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Knight-Swift Transportation

Several institutional investors and hedge funds have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd increased its holdings in Knight-Swift Transportation by 1,478.6% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock valued at $35,000 after buying an additional 828 shares during the period. 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 worth $37,000 after acquiring an additional 923 shares in the last quarter. Versant Capital Management Inc increased its stake 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 valued at $37,000 after acquiring an additional 493 shares during the last quarter. Farther Finance Advisors LLC raised its position in Knight-Swift Transportation by 54.2% during the fourth quarter. Farther Finance Advisors LLC now owns 956 shares of the transportation company’s stock valued at $50,000 after purchasing an additional 336 shares in the last quarter. Finally, MMA Asset Management LLC bought a new stake in Knight-Swift Transportation during the third quarter worth $41,000. Institutional investors own 88.77% of the company’s stock.

Key Headlines Impacting Knight-Swift Transportation

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

• Positive Sentiment: Analyst upgrade/price‑target raise — Benchmark raised its price target to $65 and kept a “buy” rating, signaling upside potential if KNX’s rate leverage and cost initiatives materialize. Benchmark raises PT to $65
• Positive Sentiment: Susquehanna raised its target to $60 (still a neutral rating) — another signal that some sell‑side firms see upside as freight market tightness could return. Susquehanna raises PT to $60
• Positive Sentiment: Management commentary: Knight‑Swift says it’s “feeling a bit better about our ability to push rates” into 2026 — this suggests pricing power could improve, supporting margin recovery if demand stabilizes. Knight‑Swift ‘feeling a bit better about our ability to push rates’ in ‘26
• Neutral Sentiment: Mixed analyst moves — UBS raised its target to $54 but keeps a “neutral” rating (target still below current price), and Stifel trimmed its target modestly while keeping a buy stance. These adjustments show differing views on near‑term demand vs. longer‑term earnings power. Analyst coverage updates
• Neutral Sentiment: Earnings‑call tone: company highlighted cost wins and initiatives but offered a cautious outlook for market timing — this is constructive for margins but keeps short‑term visibility limited. Q4 2025 earnings call transcript
• Negative Sentiment: Q4 results missed estimates — KNX reported $0.31 EPS vs. consensus ~$0.36 and revenue below expectations; margin pressure from rising costs and softer demand dented results. Q4 earnings miss
• Negative Sentiment: Q1 2026 EPS guidance set to $0.28–$0.32, roughly in line with or slightly below consensus — the guidance and near‑term uncertainty in volume/claims contributed to the sell‑off. Q1 guidance & sales miss

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.