Knight-Swift Transportation (NYSE:KNX) Updates Q4 2025 Earnings Guidance

Key Points

• Knight-Swift Transportation has updated its Q4 2025 earnings guidance, projecting an EPS of 0.340-0.400, which is below the consensus EPS estimate of 0.410.
• Multiple analysts have adjusted their price targets for Knight-Swift Transportation, with Barclays lowering it from $55.00 to $50.00, while Raymond James increased it from $55.00 to $59.00.
• The company recently declared a quarterly dividend of $0.18, resulting in an annualized dividend of $0.72 and a yield of 1.5%.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided EPS guidance of 0.340-0.400 for the period, compared to the consensus EPS estimate of 0.410. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Barclays reduced their price target on shares of Knight-Swift Transportation from $55.00 to $50.00 and set an "overweight" rating on the stock in a research note on Thursday, October 2nd. Evercore ISI reduced their price target on shares of Knight-Swift Transportation from $47.00 to $42.00 and set an "in-line" rating on the stock in a research note on Tuesday, September 30th. Raymond James Financial raised their price target on shares of Knight-Swift Transportation from $55.00 to $59.00 and gave the stock a "strong-buy" rating in a research note on Tuesday, October 14th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of Knight-Swift Transportation in a research note on Wednesday, October 8th. Finally, Wells Fargo & Company reduced their price target on shares of Knight-Swift Transportation from $50.00 to $48.00 and set an "overweight" rating on the stock in a research note on Monday, October 6th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $52.65.

Knight-Swift Transportation Stock Up 0.0%

NYSE KNX traded up $0.00 during trading on Wednesday, reaching $47.46. 6,219,582 shares of the company's stock traded hands, compared to its average volume of 2,994,399. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.89 and a quick ratio of 0.89. The firm has a market cap of $7.70 billion, a price-to-earnings ratio of 46.53, a price-to-earnings-growth ratio of 0.82 and a beta of 1.14. The company's 50 day simple moving average is $42.77 and its two-hundred day simple moving average is $43.05. Knight-Swift Transportation has a 12-month low of $36.69 and a 12-month high of $61.51.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last posted its earnings results on Wednesday, October 22nd. The transportation company reported $0.32 EPS for the quarter, missing analysts' consensus estimates of $0.40 by ($0.08). Knight-Swift Transportation had a net margin of 2.22% and a return on equity of 3.03%. Knight-Swift Transportation has set its Q4 2025 guidance at 0.340-0.400 EPS. As a group, sell-side analysts forecast that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Knight-Swift Transportation Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, September 22nd. Stockholders of record on Friday, September 5th were issued a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Friday, September 5th. Knight-Swift Transportation's dividend payout ratio (DPR) is currently 70.59%.

Insider Buying and Selling at Knight-Swift Transportation

In other news, EVP Michael K. Liu sold 3,420 shares of the firm's stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $43.41, for a total value of $148,462.20. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 3.00% of the company's stock.

Institutional Trading of Knight-Swift Transportation

Institutional investors have recently modified their holdings of the company. Cetera Investment Advisers boosted its stake in Knight-Swift Transportation by 6.9% in the 2nd quarter. Cetera Investment Advisers now owns 13,724 shares of the transportation company's stock worth $607,000 after purchasing an additional 882 shares in the last quarter. Headlands Technologies LLC boosted its stake in Knight-Swift Transportation by 26.5% in the 2nd quarter. Headlands Technologies LLC now owns 4,238 shares of the transportation company's stock worth $187,000 after purchasing an additional 887 shares in the last quarter. Osaic Holdings Inc. boosted its stake in Knight-Swift Transportation by 23.4% in the 2nd quarter. Osaic Holdings Inc. now owns 5,764 shares of the transportation company's stock worth $254,000 after purchasing an additional 1,094 shares in the last quarter. Integrated Wealth Concepts LLC boosted its stake in Knight-Swift Transportation by 23.3% in the 1st quarter. Integrated Wealth Concepts LLC now owns 5,948 shares of the transportation company's stock worth $259,000 after purchasing an additional 1,124 shares in the last quarter. Finally, Benjamin Edwards Inc. boosted its stake in Knight-Swift Transportation by 17.8% in the 2nd quarter. Benjamin Edwards Inc. now owns 7,779 shares of the transportation company's stock worth $344,000 after purchasing an additional 1,175 shares in the last quarter. 88.77% of the stock is currently owned by institutional investors.

Knight-Swift Transportation Company Profile

Knight-Swift Transportation Holdings Inc, together with its subsidiaries, provides freight transportation services in the United States and Mexico. The company operates through four segments: Truckload, Less-than-truckload (LTL), Logistics, and Intermodal. The Truckload segment provides transportation services, which include irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations.

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