SG Americas Securities LLC Has $5.18 Million Position in Knight-Swift Transportation Holdings Inc. $KNX

Key Points

• SG Americas Securities LLC increased its stake in Knight‑Swift (NYSE:KNX) by 1,092.8% in Q4 to 99,078 shares (~$5.18M), about 0.06% of the company.
• Company insiders have been net sellers recently: CFO Joshua Smith sold 5,770 shares and Chairman Kevin P. Knight sold 30,000 shares, with 42,930 insider shares sold (~$2.58M) in the past 90 days; insiders now own ~3%.
• Knight‑Swift missed Q4 estimates with $0.31 EPS vs. $0.36 expected and slightly lower revenue, and set Q1 2026 guidance of $0.280–$0.320 EPS.

SG Americas Securities LLC raised its holdings in Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Free Report) by 1,092.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 99,078 shares of the transportation company's stock after acquiring an additional 90,772 shares during the quarter. SG Americas Securities LLC owned about 0.06% of Knight-Swift Transportation worth $5,180,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in KNX. Dynamic Advisor Solutions LLC bought a new position in shares of Knight-Swift Transportation during the 4th quarter valued at $213,000. Wealth Enhancement Advisory Services LLC boosted its holdings in Knight-Swift Transportation by 17.1% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 21,327 shares of the transportation company's stock worth $1,181,000 after purchasing an additional 3,109 shares in the last quarter. GAMMA Investing LLC increased its position in Knight-Swift Transportation by 20.4% during the fourth quarter. GAMMA Investing LLC now owns 2,495 shares of the transportation company's stock worth $130,000 after buying an additional 422 shares during the last quarter. Allworth Financial LP raised its holdings in Knight-Swift Transportation by 19.5% during the third quarter. Allworth Financial LP now owns 4,174 shares of the transportation company's stock valued at $165,000 after buying an additional 681 shares in the last quarter. Finally, CIBC Private Wealth Group LLC lifted its position in shares of Knight-Swift Transportation by 295.4% in the third quarter. CIBC Private Wealth Group LLC now owns 2,839 shares of the transportation company's stock worth $112,000 after buying an additional 2,121 shares during the last quarter. 88.77% of the stock is owned by institutional investors.

Insider Activity at Knight-Swift Transportation

In other Knight-Swift Transportation news, CFO Joshua Smith sold 5,770 shares of the firm's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $60.91, for a total value of $351,450.70. Following the sale, the chief financial officer directly owned 9,214 shares in the company, valued at $561,224.74. This trade represents a 38.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Chairman Kevin P. Knight sold 30,000 shares of the business's stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $61.00, for a total transaction of $1,830,000.00. Following the transaction, the chairman owned 1,305,347 shares in the company, valued at approximately $79,626,167. The trade was a 2.25% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 42,930 shares of company stock worth $2,581,186. 3.00% of the stock is owned by insiders.

Knight-Swift Transportation Trading Down 0.2%

Knight-Swift Transportation stock opened at $57.47 on Thursday. Knight-Swift Transportation Holdings Inc. has a 52 week low of $36.69 and a 52 week high of $64.10. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $9.33 billion, a PE ratio of 140.16, a PEG ratio of 0.87 and a beta of 1.11. The business's 50-day simple moving average is $57.72 and its 200-day simple moving average is $51.10.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last announced its earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.36 by ($0.05). The business had revenue of $1.86 billion for the quarter, compared to the consensus estimate of $1.90 billion. Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. Knight-Swift Transportation's revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Equities research analysts forecast that Knight-Swift Transportation Holdings Inc. 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 was paid on Monday, March 23rd. Investors of record on Friday, March 6th were given a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a yield of 1.4%. This is an increase from Knight-Swift Transportation's previous quarterly dividend of $0.18. The ex-dividend date of this dividend was Friday, March 6th. Knight-Swift Transportation's payout ratio is presently 195.12%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. Susquehanna upped their price target on Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a "neutral" rating in a research note on Thursday, January 22nd. JPMorgan Chase & Co. boosted their target price on Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a "neutral" rating in a report on Monday, January 12th. Stephens decreased their target price on Knight-Swift Transportation from $65.00 to $63.00 and set an "overweight" rating for the company in a research report on Thursday, January 22nd. Wells Fargo & Company set a $64.00 price target on Knight-Swift Transportation in a report on Friday, March 13th. Finally, Weiss Ratings lowered shares of Knight-Swift Transportation from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $61.67.

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.

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