Universal Beteiligungs und Servicegesellschaft mbH Has $1.10 Million Holdings in Knight-Swift Transportation Holdings Inc. $KNX

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH cut its stake in Knight‑Swift by 69.8% in Q4, selling 48,305 shares and leaving 20,924 shares valued at about $1.10 million.
• Several analysts (including Barclays, TD Cowen and Benchmark) recently raised ratings/price targets, and MarketBeat shows a consensus of Moderate Buy with an average target of $66.71.
• Knight‑Swift missed Q earnings (EPS $0.09 vs. $0.29 expected) while revenue was roughly in line, and the company raised its quarterly dividend to $0.20 (annualized $0.80, ~1.2% yield) despite a very high payout ratio and recent insider share sales.

Universal Beteiligungs und Servicegesellschaft mbH reduced its holdings in Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Free Report) by 69.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,924 shares of the transportation company's stock after selling 48,305 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH's holdings in Knight-Swift Transportation were worth $1,099,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Hussman Strategic Advisors Inc. acquired a new position in shares of Knight-Swift Transportation in the 3rd quarter worth approximately $830,000. Victory Capital Management Inc. boosted its holdings in shares of Knight-Swift Transportation by 0.9% in the 3rd quarter. Victory Capital Management Inc. now owns 8,496,137 shares of the transportation company's stock worth $335,682,000 after acquiring an additional 76,342 shares in the last quarter. Campbell & CO Investment Adviser LLC acquired a new position in shares of Knight-Swift Transportation in the 3rd quarter worth approximately $749,000. AXQ Capital LP acquired a new position in shares of Knight-Swift Transportation in the 3rd quarter worth approximately $913,000. Finally, Y Intercept Hong Kong Ltd lifted its holdings in Knight-Swift Transportation by 31.0% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 85,396 shares of the transportation company's stock worth $3,374,000 after buying an additional 20,187 shares in the last quarter. 88.77% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have issued reports on KNX. Barclays upped their price objective on Knight-Swift Transportation from $65.00 to $75.00 and gave the stock an "overweight" rating in a report on Wednesday, March 4th. Benchmark upped their price objective on Knight-Swift Transportation from $70.00 to $75.00 and gave the stock a "buy" rating in a report on Thursday, April 23rd. TD Cowen upped their price objective on Knight-Swift Transportation from $60.00 to $78.00 and gave the stock a "buy" rating in a report on Thursday, April 23rd. Citigroup raised Knight-Swift Transportation from a "neutral" rating to a "buy" rating and set a $64.00 price objective on the stock in a report on Friday, March 13th. Finally, Wells Fargo & Company upped their price objective on Knight-Swift Transportation from $60.00 to $65.00 and gave the stock an "overweight" rating in a report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $66.71.

Knight-Swift Transportation Stock Performance

Shares of Knight-Swift Transportation stock opened at $64.06 on Monday. The company has a market capitalization of $10.41 billion, a PE ratio of 305.08, a PEG ratio of 0.85 and a beta of 1.15. Knight-Swift Transportation Holdings Inc. has a 12 month low of $38.63 and a 12 month high of $67.75. The company has a current ratio of 0.70, a quick ratio of 0.70 and a debt-to-equity ratio of 0.26. The stock's fifty day simple moving average is $59.53 and its 200 day simple moving average is $54.35.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last released its earnings results on Wednesday, April 22nd. The transportation company reported $0.09 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.29 by ($0.20). The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.85 billion. Knight-Swift Transportation had a return on equity of 2.94% and a net margin of 0.45%.Knight-Swift Transportation's revenue for the quarter was up 1.4% on a year-over-year basis. During the same quarter last year, the company posted $0.28 EPS. On average, research analysts predict that Knight-Swift Transportation Holdings Inc. will post 2.14 EPS for the current year.

Knight-Swift Transportation Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 23rd. Shareholders of record on Friday, March 6th were issued a dividend of $0.20 per share. This is a boost from Knight-Swift Transportation's previous quarterly dividend of $0.18. The ex-dividend date was Friday, March 6th. This represents a $0.80 dividend on an annualized basis and a yield of 1.2%. Knight-Swift Transportation's dividend payout ratio is currently 380.95%.

Insider Transactions at Knight-Swift Transportation

In other Knight-Swift Transportation news, CFO Joshua Smith sold 5,770 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $60.91, for a total transaction of $351,450.70. Following the completion of the transaction, the chief financial officer owned 9,214 shares in the company, valued at approximately $561,224.74. This represents a 38.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO James L. Fitzsimmons sold 5,917 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $54.77, for a total value of $324,074.09. Following the transaction, the chief operating officer owned 8,716 shares of the company's stock, valued at approximately $477,375.32. This trade represents a 40.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,930 shares of company stock worth $2,581,186 in the last 90 days. Company insiders own 2.90% of the company's stock.

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.

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