Knight-Swift Transportation (NYSE:KNX) Hits New 1-Year High – Should You Buy?

Shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) reached a new 52-week high on Tuesday . The company traded as high as $60.79 and last traded at $59.9410, with a volume of 66881 shares trading hands. The stock had previously closed at $59.16.

Key Stories Impacting Knight-Swift Transportation

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

• Positive Sentiment: A Yahoo Finance piece argues the company’s recent soft quarterly results may be “better than they appear,” highlighting elements of underlying resilience or context that temper the headline EPS miss. This article could provide a more constructive lens for longer‑term investors. Knight‑Swift Transportation Holdings’ Soft Earnings Are Actually Better Than They Appear
• Neutral Sentiment: Zacks Research retains a “Hold” rating and still models significant multi‑year EPS growth (FY2027 and FY2028 estimates remain well above FY2026 levels), so while near‑term cuts weigh on sentiment, some analysts still see longer‑term upside embedded in future-year forecasts. KNX on MarketBeat
• Negative Sentiment: Zacks cut multiple near‑term estimates across 2026–2027: examples include Q1 2026 (0.35 → 0.30), Q3 2026 (0.56 → 0.52), Q4 2026 (0.64 → 0.60), Q1 2027 (0.61 → 0.47), Q2 2027 (0.76 → 0.70), Q3 2027 (1.03 → 0.94) and lowered FY2026 (2.01 → 1.89) and FY2027 (3.42 → 3.04). Those widespread downward revisions are the principal driver of weaker sentiment and share weakness today. Zacks estimates and notes

Wall Street Analyst Weigh In

A number of research firms recently issued reports on KNX. TD Cowen lifted their price target on Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Wells Fargo & Company upped their target price on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Susquehanna boosted their price objective on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. Zacks Research raised Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research note on Wednesday, December 3rd. Finally, Morgan Stanley upped their price target on Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $60.00.

Knight-Swift Transportation Price Performance

The company has a current ratio of 0.86, a quick ratio of 1.33 and a debt-to-equity ratio of 0.30. The company has a fifty day moving average price of $53.98 and a two-hundred day moving average price of $47.01. The firm has a market cap of $9.65 billion, a P/E ratio of 145.19, a PEG ratio of 0.88 and a beta of 1.15.

Knight-Swift Transportation (NYSE:KNX) last announced its earnings results on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing the consensus estimate of $0.36 by ($0.05). The company had revenue of $1.86 billion for the quarter, compared to analyst estimates of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.During the same quarter last year, the business posted $0.36 earnings per share. The business’s quarterly revenue was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Equities analysts anticipate that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current year.

Insider Buying and Selling at Knight-Swift Transportation

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $51.01, for a total value of $1,785,350.00. Following the sale, the chairman owned 1,405,347 shares in the company, valued at approximately $71,686,750.47. The trade was a 2.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Cary M. Flanagan sold 4,300 shares of Knight-Swift Transportation stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $45.04, for a total transaction of $193,672.00. Following the completion of the sale, the chief accounting officer owned 5,644 shares in the company, valued at $254,205.76. This trade represents a 43.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 43,992 shares of company stock valued at $2,220,707 in the last 90 days. 3.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Knight-Swift Transportation

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd increased its position in shares of Knight-Swift Transportation by 1,478.6% in the third quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock valued at $35,000 after acquiring an additional 828 shares during the last quarter. SJS Investment Consulting Inc. raised its stake in shares of 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 worth $37,000 after purchasing an additional 923 shares in the last quarter. Versant Capital Management Inc grew its stake in shares of Knight-Swift Transportation by 111.3% in the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock valued at $37,000 after buying an additional 493 shares in the last quarter. MMA Asset Management LLC acquired a new position in Knight-Swift Transportation during the third quarter worth $41,000. Finally, Fifth Third Bancorp raised its position in Knight-Swift Transportation by 44.4% during the fourth quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock worth $45,000 after acquiring an additional 267 shares in the last quarter. 88.77% of the stock is currently owned by institutional investors and hedge funds.

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.