Knight-Swift Transportation (NYSE:KNX) Given New $65.00 Price Target at Barclays

Knight-Swift Transportation (NYSE:KNX) had its target price lifted by analysts at Barclays from $50.00 to $65.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the transportation company’s stock. Barclays‘s price target suggests a potential upside of 12.99% from the company’s previous close.

A number of other equities research analysts have also commented on the stock. Raymond James Financial raised their price objective on shares of Knight-Swift Transportation from $55.00 to $59.00 and gave the stock a “strong-buy” rating in a report on Tuesday, October 14th. 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. Benchmark boosted their price objective on shares of Knight-Swift Transportation from $55.00 to $60.00 and gave the stock a “buy” rating in a research report on Thursday. Morgan Stanley increased their price objective on shares of Knight-Swift Transportation from $67.00 to $70.00 and gave the stock an “overweight” rating in a research note on Monday, December 8th. Finally, Stifel Nicolaus lifted their target price on Knight-Swift Transportation from $59.00 to $63.00 and gave the company a “buy” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Knight-Swift Transportation has an average rating of “Moderate Buy” and a consensus price target of $59.35.

Knight-Swift Transportation Trading Up 0.6%

Shares of NYSE:KNX traded up $0.36 during trading on Thursday, hitting $57.53. 1,023,192 shares of the company’s stock were exchanged, compared to its average volume of 3,033,677. The firm has a 50-day moving average price of $50.04 and a two-hundred day moving average price of $45.88. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.31. The firm has a market cap of $9.34 billion, a P/E ratio of 65.34, a PEG ratio of 0.76 and a beta of 1.16. Knight-Swift Transportation has a 1-year low of $36.69 and a 1-year high of $61.51.

Knight-Swift Transportation (NYSE:KNX) last issued its quarterly earnings data on Wednesday, October 22nd. The transportation company reported $0.32 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.06). The firm had revenue of $1.72 billion for the quarter, compared to analyst estimates of $1.91 billion. Knight-Swift Transportation had a net margin of 1.90% and a return on equity of 2.98%. The firm’s revenue for the quarter was up 2.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.34 EPS. Knight-Swift Transportation has set its Q4 2025 guidance at 0.340-0.400 EPS. Equities analysts predict that Knight-Swift Transportation will post 2.13 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Reed Stultz sold 4,692 shares of Knight-Swift Transportation stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $51.51, for a total value of $241,684.92. Following the transaction, the senior vice president directly owned 465 shares of the company’s stock, valued at $23,952.15. This trade represents a 90.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman Kevin P. Knight sold 35,000 shares of Knight-Swift Transportation stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $51.01, for a total value of $1,785,350.00. Following the completion of the transaction, the chairman owned 1,405,347 shares in the company, valued at approximately $71,686,750.47. This represents a 2.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 43,992 shares of company stock valued at $2,220,707 over the last 90 days. 3.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of KNX. Caitong International Asset Management Co. Ltd increased its position in shares of Knight-Swift Transportation by 1,478.6% during the third quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock worth $35,000 after buying an additional 828 shares during the period. SJS Investment Consulting Inc. grew its holdings in 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 during the period. Versant Capital Management Inc raised its position in shares of Knight-Swift Transportation by 111.3% in the 3rd quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock worth $37,000 after acquiring an additional 493 shares in the last quarter. MMA Asset Management LLC acquired a new position in shares of Knight-Swift Transportation in the 3rd quarter valued at about $41,000. Finally, Oliver Lagore Vanvalin Investment Group bought a new stake in shares of Knight-Swift Transportation during the 2nd quarter valued at about $55,000. 88.77% of the stock is owned by institutional investors.

Knight-Swift Transportation News Roundup

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

• Positive Sentiment: Stifel raised its price target to $63 and kept a “buy” rating, signaling bullish analyst sentiment and giving near‑term support to the stock. Stifel price target raise to $63
• Positive Sentiment: Evercore ISI increased its price target to $61, another institutional upgrade that can attract buyers and validate the stock’s move higher. Evercore ISI Raises Price Target to $61
• Positive Sentiment: JPMorgan raised its price target to $61, adding to the cluster of analyst upgrades that improve sentiment and could boost flows into KNX. JPMorgan Boosts Price Target to $61
• Positive Sentiment: Benchmark boosted its target to $60 with a “buy” rating, reinforcing the consensus of upward revisions from sell‑side firms. Benchmark price target raise to $60
• Positive Sentiment: Operationally, Abilene Motor Express is being absorbed into Swift, which should expand Knight‑Swift’s network/capacity and may produce cost or routing synergies over time. This is a tangible operational positive beyond mere analyst chatter. Abilene Motor Express being absorbed into Swift
• Neutral Sentiment: Zacks published a deeper look at analyst estimates for KNX’s Q4 (beyond revenue/EPS), useful for parsing margin, utilization and freight‑demand assumptions ahead of the print. This is informative but not an immediate catalyst by itself. Exploring Analyst Estimates for Knight‑Swift Q4
• Negative Sentiment: Zacks also previewed KNX’s upcoming earnings and warned the company may lack the key ingredients for an earnings beat next week—raising the risk that the actual print or guidance could disappoint and pressure the stock. Knight‑Swift Reports Next Week: What to Know

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.