Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) have been given a consensus rating of “Moderate Buy” by the twenty research firms that are currently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, three have issued a hold rating, fifteen have given a buy rating and one has issued a strong buy rating on the company. The average 12 month target price among brokerages that have updated their coverage on the stock in the last year is $61.6667.

A number of brokerages have commented on KNX. Wells Fargo & Company set a $64.00 price target on shares of Knight-Swift Transportation in a research note on Friday, March 13th. Barclays raised their price objective on shares of Knight-Swift Transportation from $65.00 to $75.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Citigroup raised shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and set a $64.00 target price for the company in a research report on Friday, March 13th. Evercore raised shares of Knight-Swift Transportation from an “in-line” rating to an “outperform” rating and set a $65.00 price target on the stock in a research report on Friday. Finally, Stifel Nicolaus cut their price target on Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd.

Knight-Swift Transportation Stock Performance

Shares of KNX opened at $55.66 on Friday. Knight-Swift Transportation has a one year low of $36.69 and a one year high of $64.10. The company has a market cap of $9.04 billion, a PE ratio of 135.76, a P/E/G ratio of 0.83 and a beta of 1.12. The stock has a 50-day moving average of $57.70 and a 200-day moving average of $50.73. 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 (NYSE:KNX) last released 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 firm 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 earned $0.36 EPS. The company’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, equities research analysts predict that Knight-Swift Transportation 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 paid a dividend of $0.20 per share. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. The ex-dividend date was Friday, March 6th. This represents a $0.80 annualized dividend and a yield of 1.4%. Knight-Swift Transportation’s dividend payout ratio (DPR) is 195.12%.

Insider Activity

In related news, COO James L. Fitzsimmons sold 5,917 shares of the business’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 transaction, the chief operating officer directly owned 8,716 shares in the company, valued at approximately $477,375.32. The trade was a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Michael K. Liu sold 1,243 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $60.87, for a total transaction of $75,661.41. The disclosure for this sale is available in the SEC filing. Insiders sold 42,930 shares of company stock valued at $2,581,186 over the last ninety days. Company insiders own 3.00% of the company’s stock.

Institutional Trading of Knight-Swift Transportation

Hedge funds have recently bought and sold shares of the business. Rockefeller Capital Management L.P. grew its stake in Knight-Swift Transportation by 6.5% in the 4th quarter. Rockefeller Capital Management L.P. now owns 34,388 shares of the transportation company’s stock valued at $1,798,000 after purchasing an additional 2,084 shares during the period. Corient Private Wealth LLC raised its stake in shares of Knight-Swift Transportation by 44.8% during the 4th quarter. Corient Private Wealth LLC now owns 12,143 shares of the transportation company’s stock worth $635,000 after purchasing an additional 3,757 shares during the period. Kera Capital Partners Inc. bought a new stake in shares of Knight-Swift Transportation during the 4th quarter worth $217,000. Dean Capital Management boosted its holdings in shares of Knight-Swift Transportation by 3.2% in the 4th quarter. Dean Capital Management now owns 44,563 shares of the transportation company’s stock worth $2,330,000 after buying an additional 1,392 shares during the last quarter. Finally, Compound Planning Inc. purchased a new position in shares of Knight-Swift Transportation in the 4th quarter worth about $243,000. 88.77% of the stock is currently owned by institutional investors.

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.