Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) has been assigned a consensus rating of “Moderate Buy” from the twenty analysts that are currently covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, six have given a hold recommendation, twelve have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year price objective among analysts that have updated their coverage on the stock in the last year is $60.5556.

Several analysts have issued reports on the company. Barclays upped their price objective on Knight-Swift Transportation from $65.00 to $75.00 and gave the company an “overweight” rating in a research note on Wednesday. UBS Group boosted their target price on Knight-Swift Transportation from $51.00 to $54.00 and gave the stock a “neutral” rating in a report on Thursday, January 22nd. Benchmark raised their price target on Knight-Swift Transportation from $60.00 to $65.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Evercore lifted their price objective on shares of Knight-Swift Transportation from $47.00 to $61.00 and gave the stock an “in-line” rating in a research report on Tuesday, January 13th. Finally, Stephens decreased their price objective on shares of Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating on the stock in a report on Thursday, January 22nd.

Insider Activity at Knight-Swift Transportation

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of the 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 transaction, the chairman directly owned 1,405,347 shares of the company’s stock, valued at $71,686,750.47. This represents a 2.43% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Joshua Smith sold 5,770 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $60.91, for a total transaction of $351,450.70. Following the sale, the chief financial officer owned 9,214 shares of the company’s stock, valued at $561,224.74. This trade represents a 38.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 77,930 shares of company stock worth $4,366,536 in the last quarter. Corporate insiders own 3.00% of the company’s stock.

Institutional Trading of Knight-Swift Transportation

Several institutional investors have recently added to or reduced their stakes in KNX. Clearstead Advisors LLC grew its holdings in Knight-Swift Transportation by 134.6% in the 4th quarter. Clearstead Advisors LLC now owns 671 shares of the transportation company’s stock valued at $35,000 after buying an additional 385 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its holdings 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 in the last quarter. SJS Investment Consulting Inc. lifted its holdings 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 in the last quarter. Versant Capital Management Inc boosted its position 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 acquiring an additional 493 shares during the period. Finally, Los Angeles Capital Management LLC acquired a new position in shares of Knight-Swift Transportation in the fourth quarter valued at about $39,000. 88.77% of the stock is currently owned by institutional investors.

Knight-Swift Transportation Stock Down 6.9%

Knight-Swift Transportation stock opened at $56.83 on Tuesday. The firm has a market capitalization of $9.23 billion, a PE ratio of 138.61, a P/E/G ratio of 0.84 and a beta of 1.12. The company’s 50-day moving average is $57.89 and its 200-day moving average is $49.65. Knight-Swift Transportation has a fifty-two week low of $36.69 and a fifty-two week high of $64.10. 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 issued its earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (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 during the quarter, compared to analyst estimates of $1.90 billion. During the same quarter last year, the business posted $0.36 earnings per share. The company’s revenue for the quarter was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Sell-side analysts anticipate that Knight-Swift Transportation will post 2.13 earnings per share for the current year.

Knight-Swift Transportation Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 23rd. Investors of record on Friday, March 6th will be issued a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from Knight-Swift Transportation’s previous quarterly dividend of $0.18. Knight-Swift Transportation’s payout ratio is presently 175.61%.

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.