MASTERINVEST Kapitalanlage GmbH Takes $1.43 Million Position in Knight-Swift Transportation Holdings Inc. $KNX

MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 32,268 shares of the transportation company’s stock, valued at approximately $1,427,000.

Other institutional investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC boosted its stake in shares of Knight-Swift Transportation by 8,856.8% during the 1st quarter. AQR Capital Management LLC now owns 1,647,150 shares of the transportation company’s stock worth $70,704,000 after purchasing an additional 1,628,760 shares during the last quarter. Norges Bank purchased a new position in shares of Knight-Swift Transportation during the second quarter valued at approximately $59,407,000. Clean Energy Transition LLP acquired a new stake in Knight-Swift Transportation during the second quarter worth approximately $51,817,000. Cubist Systematic Strategies LLC boosted its position in Knight-Swift Transportation by 102,633.9% during the first quarter. Cubist Systematic Strategies LLC now owns 922,805 shares of the transportation company’s stock worth $40,133,000 after acquiring an additional 923,705 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its stake in Knight-Swift Transportation by 72.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 2,160,475 shares of the transportation company’s stock worth $95,558,000 after acquiring an additional 904,903 shares during the period. Institutional investors and hedge funds own 88.77% of the company’s stock.

Wall Street Analyst Weigh In

KNX has been the topic of a number of recent analyst reports. Raymond James Financial increased their price target on 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 reiterated a “sell (d+)” rating on shares of Knight-Swift Transportation in a research note on Monday, December 8th. Barclays decreased their price target on 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. Zacks Research upgraded Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a report on Wednesday, December 3rd. Finally, TD Cowen upped their price objective on shares of Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $54.82.

Insiders Place Their Bets

In related news, Chairman Kevin P. Knight sold 35,000 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $51.01, for a total transaction of $1,785,350.00. Following the sale, the chairman directly owned 1,405,347 shares in the company, valued at approximately $71,686,750.47. This trade represents a 2.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Cary M. Flanagan sold 4,300 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $45.04, for a total value of $193,672.00. Following the completion of the transaction, the chief accounting officer owned 5,644 shares of the company’s stock, valued at approximately $254,205.76. This represents a 43.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 43,992 shares of company stock worth $2,220,707 over the last quarter. 3.00% of the stock is owned by corporate insiders.

Knight-Swift Transportation Trading Up 1.3%

NYSE KNX opened at $53.15 on Monday. The firm has a market capitalization of $8.63 billion, a price-to-earnings ratio of 60.40, a PEG ratio of 1.05 and a beta of 1.17. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.33 and a current ratio of 1.33. Knight-Swift Transportation Holdings Inc. has a one year low of $36.69 and a one year high of $61.51. The company’s 50 day moving average price is $45.79 and its 200 day moving average price is $44.26.

Knight-Swift Transportation (NYSE:KNX) last released its quarterly earnings data on Wednesday, October 22nd. The transportation company reported $0.32 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.06). The business had revenue of $1.72 billion during the quarter, compared to analyst estimates of $1.91 billion. Knight-Swift Transportation had a return on equity of 2.98% and a net margin of 1.90%.Knight-Swift Transportation’s revenue was up 2.7% on a year-over-year basis. During the same period in the previous year, the company earned $0.34 EPS. Knight-Swift Transportation has set its Q4 2025 guidance at 0.340-0.400 EPS. On average, sell-side analysts predict that Knight-Swift Transportation Holdings Inc. will post 2.13 EPS for the current year.

Knight-Swift Transportation Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 22nd. Shareholders of record on Friday, December 5th will be given a $0.18 dividend. The ex-dividend date of this dividend is Friday, December 5th. This represents a $0.72 annualized dividend and a yield of 1.4%. Knight-Swift Transportation’s dividend payout ratio (DPR) is 81.82%.

Knight-Swift Transportation 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.