Knight-Swift Transportation Holdings Inc. (KNX) - What Are Researchers Thinking About This Stock?

Key Points

• Analyst sentiment is broadly positive: Knight-Swift has a “Moderate Buy” consensus, with 17 of 20 analysts rating it Buy or Strong Buy and an average one-year price target of $83.22.
• Quarterly results topped expectations: The company reported EPS of $0.83 versus estimates of $0.76 and revenue of $2.20 billion, up 14.2% year over year.
• Longer-term earnings expectations improved, but near-term estimates were mixed: Zacks raised its FY2026–FY2028 EPS forecasts while trimming its Q4 2026 estimate; the quarterly dividend remained unchanged at $0.20 per share.

Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Get Free Report) has received an average rating of "Moderate Buy" from the twenty ratings firms that are covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a hold recommendation, fifteen have assigned a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $83.22.

A number of analysts recently weighed in on the company. Stifel Nicolaus lifted their price target on Knight-Swift Transportation from $90.00 to $92.00 and gave the company a "buy" rating in a research note on Thursday, October 22nd. JPMorgan Chase & Co. increased their price objective on Knight-Swift Transportation from $68.00 to $74.00 and gave the stock a "neutral" rating in a research report on Thursday, October 22nd. Raymond James Financial reiterated a "strong-buy" rating and issued a $84.00 price objective on shares of Knight-Swift Transportation in a research report on Thursday, October 22nd. Zacks Research downgraded Knight-Swift Transportation from a "strong-buy" rating to a "hold" rating in a report on Friday, July 31st. Finally, Wall Street Zen upgraded shares of Knight-Swift Transportation from a "hold" rating to a "buy" rating in a research report on Saturday, October 31st.

Knight-Swift Transportation Stock Performance

NYSE KNX opened at $58.38 on Friday. The firm has a market cap of $9.50 billion, a P/E ratio of 62.77, a P/E/G ratio of 0.48 and a beta of 1.20. Knight-Swift Transportation has a 52-week low of $41.24 and a 52-week high of $82.86. The business's 50-day moving average price is $64.94 and its 200 day moving average price is $66.05. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 0.30.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last posted its quarterly earnings data on Wednesday, October 21st. The transportation company reported $0.83 EPS for the quarter, beating the consensus estimate of $0.76 by $0.07. Knight-Swift Transportation had a return on equity of 4.71% and a net margin of 1.92%. The firm had revenue of $2.20 billion during the quarter, compared to the consensus estimate of $2.16 billion. During the same period in the prior year, the business earned $0.32 EPS. The firm's revenue was up 14.2% compared to the same quarter last year. On average, equities research analysts expect that Knight-Swift Transportation will post 2.47 earnings per share for the current year.

Trending Headlines about Knight-Swift Transportation

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $2.55 from $2.45 and lifted estimates for FY2027 and FY2028 to $3.66 and $5.01, respectively. The upgrades suggest better longer-term earnings expectations, although Zacks maintained a Hold rating. Knight-Swift stock coverage
• Neutral Sentiment: The company kept its quarterly cash dividend at $0.20 per share, payable Dec. 21 to shareholders of record Dec. 7. The steady payout supports income investors but is not an increase. Dividend announcement
• Negative Sentiment: Zacks trimmed its Q4 2026 EPS estimate to $0.79 from $0.81, a modest near-term downgrade that partly offsets the broader upward revisions.

Insider Transactions at Knight-Swift Transportation

In related news, CEO Reid Dove sold 126,864 shares of the business's stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $73.13, for a total transaction of $9,277,564.32. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director David Vander Ploeg sold 2,200 shares of the business's stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $52.33, for a total transaction of $115,126.00. Following the sale, the director directly owned 30,252 shares in the company, valued at approximately $1,583,087.16. This represents a 6.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 171,354 shares of company stock valued at $12,416,002 in the last quarter. Insiders own 2.90% of the company's stock.

Institutional Investors Weigh In On Knight-Swift Transportation

A number of hedge funds and other institutional investors have recently modified their holdings of KNX. Russell Investments Group Ltd. boosted its stake in shares of Knight-Swift Transportation by 45.6% during the third quarter. Russell Investments Group Ltd. now owns 455,861 shares of the transportation company's stock valued at $28,991,000 after acquiring an additional 142,691 shares during the last quarter. R Squared Ltd lifted its position in Knight-Swift Transportation by 12.2% during the third quarter. R Squared Ltd now owns 3,992 shares of the transportation company's stock worth $254,000 after buying an additional 433 shares during the period. Maryland State Retirement & Pension System boosted its position in shares of Knight-Swift Transportation by 31.2% in the third quarter. Maryland State Retirement & Pension System now owns 10,521 shares of the transportation company's stock worth $669,000 after acquiring an additional 2,500 shares during the last quarter. Ritholtz Wealth Management boosted its holdings in shares of Knight-Swift Transportation by 41.3% in the 3rd quarter. Ritholtz Wealth Management now owns 4,465 shares of the transportation company's stock valued at $284,000 after purchasing an additional 1,304 shares during the last quarter. Finally, Jacobi Capital Management LLC acquired a new position in Knight-Swift Transportation in the third quarter valued at $46,000. 88.77% of the stock is currently owned by institutional investors and hedge funds.

About Knight-Swift Transportation

Knight-Swift Transportation Holdings is a transportation and logistics company providing freight services primarily across North America. Its offerings include truckload transportation, less-than-truckload shipping, freight brokerage, logistics and intermodal services.

The company's truckload operations serve a range of shipping needs, including dry van, refrigerated, flatbed and dedicated transportation. Its network also supports cross-border freight movements between the United States, Mexico and Canada.

Knight-Swift was formed in 2017 through the merger of Knight Transportation and Swift Transportation.

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