Knight-Swift Transportation (NYSE:KNX) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

Knight-Swift Transportation (NYSE:KNX) had its price target raised by research analysts at Stifel Nicolaus from $59.00 to $63.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. Stifel Nicolaus’ price objective would indicate a potential upside of 9.62% from the stock’s current price.

Several other analysts also recently issued reports on the company. JPMorgan Chase & Co. boosted their price objective on Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a “neutral” rating in a report on Monday. Zacks Research raised shares of Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. Weiss Ratings upgraded shares of Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, December 29th. Raymond James Financial raised their price objective on shares of 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. Finally, Wells Fargo & Company lifted their price objective 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. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Knight-Swift Transportation presently has an average rating of “Moderate Buy” and an average price target of $59.35.

Knight-Swift Transportation Price Performance

Shares of NYSE:KNX opened at $57.47 on Wednesday. The company has a market capitalization of $9.33 billion, a PE ratio of 65.31, a price-to-earnings-growth ratio of 0.76 and a beta of 1.16. 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 stock has a fifty day moving average of $50.30 and a 200-day moving average of $45.97. Knight-Swift Transportation has a one year low of $36.69 and a one year high of $61.51.

Knight-Swift Transportation (NYSE:KNX) last issued its earnings results on Wednesday, October 22nd. The transportation company reported $0.32 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.06). Knight-Swift Transportation had a return on equity of 2.98% and a net margin of 1.90%.The company had revenue of $1.72 billion during the quarter, compared to analyst estimates of $1.91 billion. During the same quarter in the previous year, the firm earned $0.34 earnings per share. The business’s revenue was up 2.7% compared to the same quarter last year. Knight-Swift Transportation has set its Q4 2025 guidance at 0.340-0.400 EPS. As a group, equities analysts anticipate that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Insider Buying and Selling at Knight-Swift Transportation

In other news, CAO Cary M. Flanagan sold 4,300 shares of the business’s stock in a transaction 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 transaction, the chief accounting officer directly owned 5,644 shares in the company, valued at $254,205.76. The trade was a 43.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 completion of the transaction, the chairman directly owned 1,405,347 shares in the company, valued at $71,686,750.47. This trade represents a 2.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 43,992 shares of company stock valued at $2,220,707 in the last quarter. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Knight-Swift Transportation

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Fifth Third Wealth Advisors LLC bought a new stake in shares of Knight-Swift Transportation in the 4th quarter valued at approximately $259,000. Allspring Global Investments Holdings LLC lifted its stake in Knight-Swift Transportation by 7.2% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 4,676,422 shares of the transportation company’s stock valued at $244,250,000 after acquiring an additional 315,192 shares during the last quarter. SG Americas Securities LLC lifted its stake in Knight-Swift Transportation by 1,092.8% in the fourth quarter. SG Americas Securities LLC now owns 99,078 shares of the transportation company’s stock valued at $5,180,000 after acquiring an additional 90,772 shares during the last quarter. Dynamic Advisor Solutions LLC bought a new stake in Knight-Swift Transportation in the fourth quarter worth approximately $213,000. Finally, Wealth Enhancement Advisory Services LLC grew its position in Knight-Swift Transportation by 17.1% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 21,327 shares of the transportation company’s stock worth $1,181,000 after acquiring an additional 3,109 shares in the last quarter. 88.77% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Knight-Swift Transportation

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

• Positive Sentiment: Barclays raised its price target to $65 and assigned an “overweight” rating — the largest single PT increase among recent broker moves, signaling stronger buy‑side conviction and upward price pressure. Barclays raises PT to $65
• Positive Sentiment: Stifel Nicolaus lifted its target to $63 and kept a “buy” rating, reinforcing the bullish analyst trend and supporting the rally. Stifel raises PT to $63
• Positive Sentiment: Benchmark bumped its target to $60 with a “buy” — another near‑term endorsement that aggregates upward pressure on the shares. Benchmark raises PT to $60
• Positive Sentiment: Evercore ISI and JPMorgan separately raised targets to $61, adding to the consensus of higher analyst valuations and supporting momentum into earnings. Evercore raises PT to $61 JPMorgan raises PT to $61
• Positive Sentiment: Operationally, Swift is absorbing Abilene Motor Express — a consolidation that should expand scale and network density for Knight‑Swift’s brokerage/asset network, viewed positively by investors. Abilene absorbed into Swift
• Neutral Sentiment: Industry coverage pieces are digging into analyst projections beyond revenue/EPS for KNX’s fiscal Q4 — useful for investors but not immediately directional until the company reports. Zacks: Exploring analyst estimates
• Negative Sentiment: A separate Zacks preview argues Knight‑Swift may lack the setup for an earnings beat next week, a cautionary signal that could cap gains or trigger a pullback if the company misses expectations. Zacks: Reports next week — what to know

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.