Zacks Research Issues Pessimistic Estimate for KNX Earnings

Key Points

• Zacks Research has lowered its Q3 2025 earnings estimate for Knight-Swift Transportation to $0.39 per share from $0.40, maintaining a "Strong Sell" rating on the stock.
• Bank of America and Evercore ISI have recently reduced their price targets for Knight-Swift shares, with Bank of America setting a new target of $41.00 and Evercore ISI updating theirs to $42.00.
• The transportation company recently declared a quarterly dividend of $0.18 per share, with a dividend yield of 1.7% and a payout ratio of 70.59%.

Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Free Report) - Research analysts at Zacks Research lowered their Q3 2025 earnings estimates for shares of Knight-Swift Transportation in a report released on Monday, October 6th. Zacks Research analyst Team now anticipates that the transportation company will post earnings of $0.39 per share for the quarter, down from their prior estimate of $0.40. Zacks Research has a "Strong Sell" rating on the stock. The consensus estimate for Knight-Swift Transportation's current full-year earnings is $2.13 per share. Zacks Research also issued estimates for Knight-Swift Transportation's Q4 2025 earnings at $0.46 EPS, FY2025 earnings at $1.49 EPS, Q1 2026 earnings at $0.39 EPS, Q3 2026 earnings at $0.61 EPS, Q4 2026 earnings at $0.70 EPS, FY2026 earnings at $2.21 EPS, Q3 2027 earnings at $1.16 EPS and FY2027 earnings at $4.16 EPS.

Other research analysts have also recently issued reports about the stock. Bank of America lowered their price target on shares of Knight-Swift Transportation from $49.00 to $41.00 and set a "neutral" rating for the company in a research report on Wednesday, September 24th. Morgan Stanley dropped their price target on shares of Knight-Swift Transportation from $68.00 to $67.00 and set an "overweight" rating on the stock in a research note on Monday. Evercore ISI cut their target price on 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 upped their price target on Knight-Swift Transportation from $50.00 to $55.00 and gave the company a "strong-buy" rating in a report on Tuesday, July 15th. Finally, Robert W. Baird raised their target price on shares of Knight-Swift Transportation from $55.00 to $60.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $52.18.

Knight-Swift Transportation Stock Down 1.2%

Shares of NYSE:KNX opened at $42.75 on Wednesday. The firm has a market capitalization of $6.94 billion, a P/E ratio of 41.91, a P/E/G ratio of 0.74 and a beta of 1.14. The stock has a 50 day moving average price of $42.10 and a 200-day moving average price of $42.92. Knight-Swift Transportation has a 52-week low of $36.69 and a 52-week high of $61.51. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.89 and a current ratio of 0.89.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last posted its earnings results on Wednesday, July 23rd. The transportation company reported $0.35 EPS for the quarter, topping the consensus estimate of $0.34 by $0.01. Knight-Swift Transportation had a net margin of 2.22% and a return on equity of 3.03%. The firm had revenue of $1.86 billion during the quarter, compared to analysts' expectations of $1.87 billion. During the same period last year, the company posted $0.24 EPS. The company's quarterly revenue was up .8% compared to the same quarter last year. Knight-Swift Transportation has set its Q3 2025 guidance at 0.360-0.420 EPS.

Knight-Swift Transportation Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 22nd. Stockholders of record on Friday, September 5th were given a dividend of $0.18 per share. The ex-dividend date was Friday, September 5th. This represents a $0.72 annualized dividend and a dividend yield of 1.7%. Knight-Swift Transportation's dividend payout ratio (DPR) is presently 70.59%.

Insider Buying and Selling at Knight-Swift Transportation

In related news, EVP Michael K. Liu sold 3,420 shares of the company's stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $43.41, for a total transaction of $148,462.20. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 3.00% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in KNX. AQR Capital Management LLC increased its stake in Knight-Swift Transportation by 8,856.8% in the 1st quarter. AQR Capital Management LLC now owns 1,647,150 shares of the transportation company's stock worth $70,704,000 after acquiring an additional 1,628,760 shares during the last quarter. Norges Bank purchased a new position in shares of Knight-Swift Transportation in the second quarter valued at $59,407,000. Clean Energy Transition LLP bought a new position in Knight-Swift Transportation during the second quarter valued at $51,817,000. SG Americas Securities LLC raised its position in shares of Knight-Swift Transportation by 54,434.0% during the 1st quarter. SG Americas Securities LLC now owns 1,103,768 shares of the transportation company's stock valued at $48,003,000 after buying an additional 1,101,744 shares in the last quarter. Finally, Cubist Systematic Strategies LLC lifted its stake in shares of Knight-Swift Transportation by 102,633.9% in the 1st quarter. Cubist Systematic Strategies LLC now owns 922,805 shares of the transportation company's stock valued at $40,133,000 after purchasing an additional 923,705 shares during the last quarter. Hedge funds and other institutional investors own 88.77% of the company's stock.

About Knight-Swift Transportation

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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