Stifel Nicolaus Cuts Knight-Swift Transportation (NYSE:KNX) Price Target to $61.00

Knight-Swift Transportation (NYSE:KNX) had its target price cut by analysts at Stifel Nicolaus from $63.00 to $61.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the transportation company’s stock. Stifel Nicolaus’ price target would indicate a potential upside of 5.58% from the stock’s previous close.

KNX has been the topic of several other reports. Raymond James Financial increased their price objective on Knight-Swift Transportation from $55.00 to $59.00 and gave the company a “strong-buy” rating in a research report on Tuesday, October 14th. TD Cowen upped their target price on shares of Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Benchmark lifted their price target on shares of Knight-Swift Transportation from $55.00 to $60.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Weiss Ratings raised shares of Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, December 29th. Finally, Zacks Research upgraded shares of Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $59.24.

Knight-Swift Transportation Stock Performance

NYSE:KNX opened at $57.78 on Thursday. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.31. The firm’s fifty day simple moving average is $51.19 and its 200 day simple moving average is $46.24. The stock has a market cap of $9.38 billion, a P/E ratio of 65.66, a price-to-earnings-growth ratio of 0.73 and a beta of 1.16. Knight-Swift Transportation has a twelve month low of $36.69 and a twelve month high of $61.51.

Knight-Swift Transportation (NYSE:KNX) last posted its quarterly earnings data 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 2.98% and a net margin of 1.90%.The firm had revenue of $1.86 billion during the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter last year, the company posted $0.36 EPS. Knight-Swift Transportation’s revenue for the quarter 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. As a group, research analysts predict that Knight-Swift Transportation will post 2.13 EPS for the current year.

Insiders Place Their Bets

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of Knight-Swift Transportation stock in a transaction 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 of the company’s stock, valued at $71,686,750.47. This trade represents a 2.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, SVP Reed Stultz sold 4,692 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $51.51, for a total value of $241,684.92. Following the sale, the senior vice president directly owned 465 shares in the company, valued at $23,952.15. The trade was a 90.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 43,992 shares of company stock valued at $2,220,707 in the last quarter. 3.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Whalen Wealth Management Inc. bought a new stake in Knight-Swift Transportation during the 4th quarter valued at about $447,000. Linden Thomas Advisory Services LLC raised its stake in shares of Knight-Swift Transportation by 3.2% during the fourth quarter. Linden Thomas Advisory Services LLC now owns 38,289 shares of the transportation company’s stock valued at $2,002,000 after acquiring an additional 1,172 shares in the last quarter. Fifth Third Wealth Advisors LLC purchased a new stake in shares of Knight-Swift Transportation in the fourth quarter valued at approximately $259,000. Allspring Global Investments Holdings LLC grew its stake in Knight-Swift Transportation by 7.2% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 4,676,422 shares of the transportation company’s stock worth $244,250,000 after purchasing an additional 315,192 shares in the last quarter. Finally, SG Americas Securities LLC increased its holdings in Knight-Swift Transportation by 1,092.8% during the 4th quarter. SG Americas Securities LLC now owns 99,078 shares of the transportation company’s stock worth $5,180,000 after purchasing an additional 90,772 shares during the period. Institutional investors own 88.77% of the company’s stock.

More Knight-Swift Transportation News

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

• Positive Sentiment: Management set Q1 2026 adjusted EPS guidance of $0.28–$0.32 and highlighted cost‑reduction initiatives and “market tightening” that could support margins and pricing going into the year. Knight‑Swift outlines Q1 2026 adjusted EPS guidance
• Positive Sentiment: Management said capacity is returning to normal, which should improve utilization and rate environment for truckload services as demand and market tightness pick up. Knight‑Swift misses Q4 but sees capacity returning
• Neutral Sentiment: The company hosted its Q4 earnings release and conference call and published the transcript and slide deck — useful for investors seeking detail on cost actions, fleet utilization and 2026 outlook. Earnings call transcript Press release
• Negative Sentiment: Q4 results missed consensus: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. ~$1.90B expected; the company reported a $6.8M loss vs. a profit a year earlier and revenue was roughly flat/down year‑over‑year, signaling near‑term pressure on profitability. WSJ: softer revenue
• Negative Sentiment: The initial market reaction to the quarterly miss included a share decline after the report, reflecting investor sensitivity to near‑term volume and margin weakness. Investing.com: shares drop

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.