Knight-Swift Transportation (NYSE:KNX) Given New $63.00 Price Target at Stephens

Knight-Swift Transportation (NYSE:KNX) had its price objective lowered by Stephens from $65.00 to $63.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the transportation company’s stock. Stephens’ price objective points to a potential upside of 7.31% from the stock’s current price.

Several other analysts also recently commented on the stock. Citigroup upped their price target on shares of Knight-Swift Transportation from $59.00 to $64.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Susquehanna upped their target price on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the company a “neutral” rating in a report on Thursday. UBS Group raised their price target on Knight-Swift Transportation from $51.00 to $54.00 and gave the stock a “neutral” rating in a report on Thursday. TD Cowen upped their price objective on Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Finally, Zacks Research raised Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $59.72.

Knight-Swift Transportation Stock Performance

Shares of KNX traded up $0.78 during midday trading on Thursday, reaching $58.71. 2,191,580 shares of the stock were exchanged, compared to its average volume of 3,330,590. Knight-Swift Transportation has a twelve month low of $36.69 and a twelve month high of $61.51. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.33 and a quick ratio of 1.33. The company has a market capitalization of $9.53 billion, a price-to-earnings ratio of 66.54, a PEG ratio of 0.73 and a beta of 1.16. The business’s 50-day moving average price is $51.19 and its 200 day moving average price is $46.24.

Knight-Swift Transportation (NYSE:KNX) last released its quarterly earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.05). The firm had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.98% and a net margin of 1.90%.The company’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, sell-side analysts expect that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Insider Transactions at Knight-Swift Transportation

In related news, Chairman Kevin P. Knight sold 35,000 shares of the company’s stock in a transaction on 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 transaction, the chairman owned 1,405,347 shares of the company’s stock, valued at $71,686,750.47. This represents a 2.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Cary M. Flanagan sold 4,300 shares of the stock in a transaction 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 $254,205.76. The trade was a 43.24% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 43,992 shares of company stock valued at $2,220,707. Corporate insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Knight-Swift Transportation

Institutional investors and hedge funds have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd increased its stake in shares of Knight-Swift Transportation by 1,478.6% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock worth $35,000 after purchasing an additional 828 shares in the last quarter. SJS Investment Consulting Inc. grew its holdings in Knight-Swift Transportation by 7,100.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock valued at $37,000 after buying an additional 923 shares during the last quarter. Versant Capital Management Inc increased its position in Knight-Swift Transportation by 111.3% during the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock worth $37,000 after buying an additional 493 shares in the last quarter. MMA Asset Management LLC acquired a new position in shares of Knight-Swift Transportation in the third quarter worth $41,000. Finally, Employees Retirement System of Texas acquired a new position in shares of Knight-Swift Transportation in the second quarter worth $58,000. 88.77% of the stock is owned by institutional investors and hedge funds.

Knight-Swift Transportation News Summary

Here are the key news stories impacting Knight-Swift Transportation this week:

• Positive Sentiment: Stifel Nicolaus kept a “buy” rating and, despite trimming its target from $63 to $61, still implies roughly 5% upside versus the current price — a vote of confidence from a buy-side analyst. Tickerreport
• Positive Sentiment: Management highlighted capacity returning toward normal and is pursuing cost initiatives; those actions could support margins if execution continues. MSN: capacity returning to normal
• Neutral Sentiment: Susquehanna raised its target to $60 (still a “neutral” rating), signaling limited upside but some analyst support. Benzinga
• Neutral Sentiment: Investor materials — press release, slide deck and the full earnings call transcript — are available for deeper review (useful for assessing management commentary on volumes and pricing). Slide deck (Investor materials)
• Negative Sentiment: Q4 results missed expectations: EPS $0.31 vs. $0.36 consensus and revenue $1.86B vs. $1.90B — weaker volumes and a quarterly loss pressured near‑term outlook. MarketBeat: earnings report
• Negative Sentiment: Q1 2026 adjusted EPS guidance of $0.28–$0.32 was issued; the midpoint sits slightly below consensus (~$0.31), which may pressure near‑term estimates and sentiment. MSN: guidance
• Negative Sentiment: UBS raised its target to $54 but kept a “neutral” rating — that target sits below the current market price and signals potential downside. Benzinga

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.