Knight-Swift Transportation (NYSE:KNX) Price Target Raised to $54.00

Knight-Swift Transportation (NYSE:KNX) had its price target raised by research analysts at UBS Group from $51.00 to $54.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the transportation company’s stock. UBS Group’s target price would indicate a potential downside of 7.87% from the stock’s current price.

Several other analysts also recently issued reports on the company. Raymond James Financial upped 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. Citigroup lifted 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. JPMorgan Chase & Co. raised their target price on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Bank of America upgraded shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and upped their price target for the company from $41.00 to $50.00 in a report on Thursday, October 16th. Finally, Barclays lifted their price objective on Knight-Swift Transportation from $50.00 to $65.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $59.53.

Knight-Swift Transportation Stock Performance

Shares of KNX opened at $58.62 on Thursday. 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 0.31, a quick ratio of 1.33 and a current ratio of 1.33. The company has a market capitalization of $9.52 billion, a PE ratio of 66.04, a PEG ratio of 0.73 and a beta of 1.16. The company’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 announced its quarterly earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.36 by ($0.05). The firm had revenue of $1.86 billion for the quarter, compared to analyst estimates of $1.90 billion. Knight-Swift Transportation had a net margin of 1.90% and a return on equity of 2.98%. The firm’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.36 earnings per share. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Research analysts expect that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Insiders Place Their Bets

In other Knight-Swift Transportation news, SVP Reed Stultz sold 4,692 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $51.51, for a total value of $241,684.92. Following the sale, the senior vice president owned 465 shares of the company’s stock, valued at $23,952.15. The trade was a 90.98% 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 Knight-Swift Transportation stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $45.04, for a total transaction of $193,672.00. Following the sale, the chief accounting officer owned 5,644 shares in the company, valued at approximately $254,205.76. This trade represents a 43.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 43,992 shares of company stock worth $2,220,707. 3.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Knight-Swift Transportation

Several hedge funds and other institutional investors have recently modified their holdings of KNX. Washington Capital Management Inc. bought a new position in shares of Knight-Swift Transportation in the 2nd quarter valued at about $464,000. Deprince Race & Zollo Inc. boosted its holdings in Knight-Swift Transportation by 5.8% during the third quarter. Deprince Race & Zollo Inc. now owns 701,856 shares of the transportation company’s stock worth $27,730,000 after purchasing an additional 38,474 shares during the last quarter. Allspring Global Investments Holdings LLC increased its stake in Knight-Swift Transportation by 21.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 4,361,230 shares of the transportation company’s stock valued at $169,826,000 after buying an additional 765,833 shares during the last quarter. Entropy Technologies LP bought a new stake in Knight-Swift Transportation during the second quarter worth about $1,232,000. Finally, Assenagon Asset Management S.A. bought a new position in shares of Knight-Swift Transportation in the 3rd quarter valued at about $940,000. Institutional investors own 88.77% of the company’s stock.

Knight-Swift Transportation News Summary

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

• Positive Sentiment: Susquehanna raised its price target on KNX to $60 (from $58), keeping a neutral rating — the higher target signals modest analyst confidence in near‑term upside. Benzinga
• Positive Sentiment: Management said capacity is returning to normal during the Q4 call, a constructive operational update that could support margins and volume recovery over coming quarters. MSN: capacity returning to normal
• Neutral Sentiment: Knight‑Swift set Q1 FY2026 adjusted EPS guidance at $0.28–$0.32 (consensus ~$0.31). The range includes the street estimate but is slightly cautious at the low end — provides clarity but little upside surprise. MSN: Q1 guidance
• Negative Sentiment: Q4 results missed expectations: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. $1.90B expected. The company reported a small quarterly loss year‑over‑year and noted softer truckload volumes — the misses pressured near‑term earnings sentiment. MarketBeat: Q4 results WSJ: softer revenue
• Negative Sentiment: Stifel cut its price target to $61 (from $63) — still a “buy” but the cut reflects reduced near‑term upside and tempering of expectations. Benzinga: Stifel PT change TickerReport

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.