Susquehanna Increases Knight-Swift Transportation (NYSE:KNX) Price Target to $60.00

Knight-Swift Transportation (NYSE:KNX) had its price target increased by stock analysts at Susquehanna from $58.00 to $60.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the transportation company’s stock. Susquehanna’s price objective would suggest a potential upside of 3.85% from the stock’s previous close.

Several other research analysts have also recently commented on KNX. Morgan Stanley raised their target price on Knight-Swift Transportation from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. TD Cowen raised their price target on shares of Knight-Swift Transportation from $53.00 to $60.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Bank of America upgraded Knight-Swift Transportation from a “neutral” rating to a “buy” rating and raised their target price for the stock from $41.00 to $50.00 in a research report on Thursday, October 16th. Zacks Research upgraded Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. Finally, JPMorgan Chase & Co. lifted their price objective on Knight-Swift Transportation from $49.00 to $61.00 and gave the company a “neutral” rating in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $59.35.

Knight-Swift Transportation Stock Up 4.9%

Shares of Knight-Swift Transportation stock opened at $57.78 on Thursday. Knight-Swift Transportation has a 12-month low of $36.69 and a 12-month high of $61.51. The stock has a market capitalization of $9.38 billion, a P/E ratio of 65.66, a PEG ratio of 0.73 and a beta of 1.16. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.31. The stock has a 50 day moving average price of $51.19 and a two-hundred day moving average price of $46.24.

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

Insiders Place Their Bets

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of the business’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 completion of the sale, the chairman directly owned 1,405,347 shares of the company’s stock, valued at approximately $71,686,750.47. The trade was a 2.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Cary M. Flanagan sold 4,300 shares of the company’s 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 transaction, the chief accounting officer owned 5,644 shares in the company, valued at approximately $254,205.76. The trade was a 43.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 43,992 shares of company stock valued at $2,220,707. 3.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Knight-Swift Transportation

Several large investors have recently bought and sold shares of KNX. ProShare Advisors LLC increased its holdings in Knight-Swift Transportation by 3.8% in the 2nd quarter. ProShare Advisors LLC now owns 7,529 shares of the transportation company’s stock worth $333,000 after acquiring an additional 276 shares during the last quarter. Public Employees Retirement System of Ohio increased its stake in shares of Knight-Swift Transportation by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock worth $2,091,000 after purchasing an additional 306 shares in the last quarter. Jones Financial Companies Lllp raised its position in shares of Knight-Swift Transportation by 2.7% in the third quarter. Jones Financial Companies Lllp now owns 13,081 shares of the transportation company’s stock valued at $519,000 after purchasing an additional 343 shares during the period. Benjamin Edwards Inc. lifted its stake in shares of Knight-Swift Transportation by 4.5% during the 3rd quarter. Benjamin Edwards Inc. now owns 8,130 shares of the transportation company’s stock valued at $321,000 after buying an additional 351 shares in the last quarter. Finally, IFP Advisors Inc boosted its holdings in Knight-Swift Transportation by 21.3% in the 2nd quarter. IFP Advisors Inc now owns 2,162 shares of the transportation company’s stock worth $96,000 after buying an additional 379 shares during the period. 88.77% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Knight-Swift Transportation

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

• Positive Sentiment: Management set Q1 2026 adjusted EPS guidance of $0.28–$0.32 and highlighted cost‑reduction initiatives and “market tightening” that could support margins and pricing going into the year. Knight‑Swift outlines Q1 2026 adjusted EPS guidance
• Positive Sentiment: Management said capacity is returning to normal, which should improve utilization and rate environment for truckload services as demand and market tightness pick up. Knight‑Swift misses Q4 but sees capacity returning
• Neutral Sentiment: The company hosted its Q4 earnings release and conference call and published the transcript and slide deck — useful for investors seeking detail on cost actions, fleet utilization and 2026 outlook. Earnings call transcript Press release
• Negative Sentiment: Q4 results missed consensus: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. ~$1.90B expected; the company reported a $6.8M loss vs. a profit a year earlier and revenue was roughly flat/down year‑over‑year, signaling near‑term pressure on profitability. WSJ: softer revenue
• Negative Sentiment: The initial market reaction to the quarterly miss included a share decline after the report, reflecting investor sensitivity to near‑term volume and margin weakness. Investing.com: shares drop

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.