Knight-Swift Transportation (NYSE:KNX) Earns “Neutral” Rating from Citigroup

Knight-Swift Transportation (NYSE:KNX)‘s stock had its “neutral” rating reiterated by Citigroup in a research report issued to clients and investors on Friday, Marketbeat Ratings reports. They presently have a $64.00 price objective on the transportation company’s stock. Citigroup’s price target suggests a potential upside of 6.19% from the stock’s previous close.

Several other equities analysts also recently weighed in on KNX. Wells Fargo & Company raised their price target on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 6th. TD Cowen increased 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. Raymond James Financial boosted their target price 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. Weiss Ratings upgraded Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, December 29th. Finally, Morgan Stanley lifted their price objective on Knight-Swift Transportation from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, Knight-Swift Transportation has a consensus rating of “Moderate Buy” and an average price target of $60.00.

Knight-Swift Transportation Price Performance

Shares of Knight-Swift Transportation stock opened at $60.27 on Friday. The stock has a market capitalization of $9.78 billion, a P/E ratio of 147.00, a PEG ratio of 0.89 and a beta of 1.15. The business has a 50 day simple moving average of $54.53 and a two-hundred day simple moving average of $47.22. Knight-Swift Transportation has a 12 month low of $36.69 and a 12 month high of $61.28. 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 issued its quarterly earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 firm had revenue of $1.86 billion during the quarter, compared to analyst estimates of $1.90 billion. During the same period in the prior year, the firm earned $0.36 earnings per share. The business’s 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. As a group, analysts predict that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Michael K. Liu sold 1,243 shares of the business’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 SEC, which can be accessed through the SEC website. Also, COO James L. Fitzsimmons sold 5,917 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $54.77, for a total transaction of $324,074.09. Following the completion of the transaction, the chief operating officer directly owned 8,716 shares in the company, valued at $477,375.32. The trade was a 40.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 46,852 shares of company stock worth $2,426,770 over the last ninety days. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Knight-Swift Transportation

A number of institutional investors and hedge funds have recently made changes to their positions in KNX. 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 purchasing an additional 828 shares during the last quarter. SJS Investment Consulting Inc. boosted its position in shares of Knight-Swift Transportation by 7,100.0% during the third quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock worth $37,000 after buying an additional 923 shares during the period. Versant Capital Management Inc grew its stake in shares of 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 buying an additional 493 shares in the last quarter. MMA Asset Management LLC purchased a new stake in shares of Knight-Swift Transportation in the 3rd quarter valued at $41,000. Finally, Fifth Third Bancorp raised its holdings in shares of Knight-Swift Transportation by 44.4% in the 4th quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock valued at $45,000 after buying an additional 267 shares during the period. 88.77% of the stock is owned by hedge funds and other institutional investors.

Knight-Swift Transportation News Summary

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

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.