Knight-Swift Transportation (NYSE:KNX) Price Target Raised to $54.00

Knight-Swift Transportation (NYSE:KNX) had its price objective raised by UBS Group from $51.00 to $54.00 in a research note published on Thursday morning,Benzinga reports. The firm currently has a neutral rating on the transportation company’s stock.

KNX has been the subject of a number of other research reports. Citigroup raised their target price on Knight-Swift Transportation from $59.00 to $64.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Barclays boosted their target price on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Zacks Research upgraded shares of Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research note on Wednesday, December 3rd. Evercore ISI lifted their price target on shares of Knight-Swift Transportation from $47.00 to $61.00 and gave the company an “in-line” rating in a research report on Tuesday, January 13th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of Knight-Swift Transportation from a “hold” rating to a “buy” rating and upped their price objective for the stock from $43.00 to $53.00 in a report on Thursday, October 2nd. One equities research 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 data from MarketBeat, the stock currently 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 Thursday. Knight-Swift Transportation has a 1 year low of $36.69 and a 1 year high of $59.89. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.86 and a quick ratio of 1.33. The company’s 50-day moving average is $51.78 and its 200 day moving average is $46.41. The stock has a market capitalization of $9.25 billion, a P/E ratio of 138.91, a P/E/G ratio of 0.78 and a beta of 1.16.

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). The company had revenue of $1.86 billion during the quarter, compared to analysts’ expectations of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The business’s quarterly revenue was down .4% on a year-over-year basis. During the same quarter last year, the business earned $0.36 earnings per share. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, sell-side analysts expect that Knight-Swift Transportation will post 2.13 earnings per share for the current year.

Insiders Place Their Bets

In related news, Chairman Kevin P. Knight sold 35,000 shares of the business’s stock in a transaction that occurred on 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 directly owned 1,405,347 shares in the company, valued at $71,686,750.47. The trade was a 2.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Reed Stultz sold 4,692 shares of the company’s 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 completion of the transaction, the senior vice president directly owned 465 shares in the company, valued at $23,952.15. This trade represents a 90.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 43,992 shares of company stock valued at $2,220,707. Insiders own 3.00% of the company’s stock.

Institutional Trading of Knight-Swift Transportation

A number of institutional investors and hedge funds have recently modified their holdings of the business. Integrated Wealth Concepts LLC boosted its position in shares of Knight-Swift Transportation by 23.3% during the first quarter. Integrated Wealth Concepts LLC now owns 5,948 shares of the transportation company’s stock valued at $259,000 after buying an additional 1,124 shares during the last quarter. Focus Partners Wealth bought a new position in Knight-Swift Transportation during the 1st quarter valued at about $451,000. Voya Investment Management LLC grew its stake in shares of Knight-Swift Transportation by 3.6% in the first quarter. Voya Investment Management LLC now owns 21,288 shares of the transportation company’s stock worth $926,000 after acquiring an additional 738 shares during the period. UMB Bank n.a. grew its stake in shares of Knight-Swift Transportation by 43.3% in the second quarter. UMB Bank n.a. now owns 1,624 shares of the transportation company’s stock worth $72,000 after acquiring an additional 491 shares during the period. Finally, GAMMA Investing LLC raised its holdings in shares of Knight-Swift Transportation by 142.5% during the second quarter. GAMMA Investing LLC now owns 2,583 shares of the transportation company’s stock valued at $114,000 after purchasing an additional 1,518 shares during the last quarter. 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

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.