Michael Liu Sells 1,243 Shares of Knight-Swift Transportation (NYSE:KNX) Stock

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) EVP Michael Liu sold 1,243 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $60.87, for a total transaction of $75,661.41. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Knight-Swift Transportation Stock Down 1.7%

KNX traded down $1.03 during midday trading on Thursday, reaching $59.13. 2,030,090 shares of the company were exchanged, compared to its average volume of 3,601,539. Knight-Swift Transportation Holdings Inc. has a one year low of $36.69 and a one year high of $61.28. The company has a market cap of $9.60 billion, a price-to-earnings ratio of 144.23, a price-to-earnings-growth ratio of 0.88 and a beta of 1.15. The company’s fifty day moving average price is $53.98 and its 200 day moving average price is $47.01. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.33 and a current ratio of 0.86.

Knight-Swift Transportation (NYSE:KNX) last posted 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 firm had revenue of $1.86 billion for the quarter, compared to the consensus estimate of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.Knight-Swift Transportation’s quarterly revenue was down .4% compared to the same quarter last year. During the same period 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. As a group, analysts expect that Knight-Swift Transportation Holdings Inc. will post 2.13 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Barclays boosted their target price on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Bank of America upgraded Knight-Swift Transportation from a “neutral” rating to a “buy” rating and upped their price objective for the company from $41.00 to $50.00 in a research note on Thursday, October 16th. TD Cowen boosted their target price 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. Weiss Ratings upgraded Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, December 29th. Finally, UBS Group boosted their price objective on Knight-Swift Transportation from $51.00 to $54.00 and gave the company a “neutral” rating in a research note on Thursday, January 22nd. 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 stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $60.00.

Key Stories Impacting Knight-Swift Transportation

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

• Positive Sentiment: Yahoo Finance argues Knight‑Swift’s soft earnings aren’t necessarily a long‑term problem and suggests some of the weakness may be transitory, which could limit downside if investors focus on recovery signs. Knight‑Swift Transportation Holdings’ (NYSE:KNX) Soft Earnings Are Actually Better Than They Appear
• Neutral Sentiment: Zacks Research retains a “Hold” rating on KNX and still projects multi‑year earnings growth (Zacks’ FY2027 at ~$3.04 and FY2028 at ~$4.32), implying analysts expect recovery over the medium term even after near‑term cuts.
• Negative Sentiment: Zacks cut multiple near‑term EPS estimates on Feb. 4: Q1 2026 lowered from $0.35 to $0.30, Q3 2026 from $0.56 to $0.52, Q4 2026 from $0.64 to $0.60, and FY2026 from $2.01 to $1.89 — reducing near‑term earnings expectations.
• Negative Sentiment: Zacks also trimmed 2027 quarterly estimates (Q1 2027 $0.61→$0.47, Q2 2027 $0.76→$0.70, Q3 2027 $1.03→$0.94) and lowered FY2027 from ~$3.42 to ~$3.04, signaling softer recovery than previously modeled.
• Negative Sentiment: Recent reported Q4 results (Jan. 21) missed consensus: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. $1.90B expected; management set Q1 2026 guidance at $0.280–$0.320, which is modest and reinforces near‑term caution.

Hedge Funds Weigh In On Knight-Swift Transportation

A number of institutional investors have recently added to or reduced their stakes in KNX. Hussman Strategic Advisors Inc. purchased a new stake in shares of Knight-Swift Transportation in the 3rd quarter worth about $830,000. Deprince Race & Zollo Inc. lifted its holdings in Knight-Swift Transportation by 5.8% in the third quarter. Deprince Race & Zollo Inc. now owns 701,856 shares of the transportation company’s stock worth $27,730,000 after buying an additional 38,474 shares during the period. Allspring Global Investments Holdings LLC boosted its position in Knight-Swift Transportation by 21.3% during 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 acquiring an additional 765,833 shares in the last quarter. Entropy Technologies LP purchased a new position in shares of Knight-Swift Transportation during the 2nd quarter worth approximately $1,232,000. Finally, Assenagon Asset Management S.A. bought a new position in shares of Knight-Swift Transportation in the 3rd quarter worth approximately $940,000. 88.77% of the stock is currently owned by institutional investors.

About Knight-Swift Transportation

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.