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

Knight-Swift Transportation (NYSE:KNX) had its target price boosted by equities researchers at Susquehanna from $58.00 to $60.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the transportation company’s stock. Susquehanna’s price objective would suggest a potential upside of 5.36% from the company’s previous close.

A number of other brokerages also recently weighed in on KNX. Zacks Research raised shares of Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research note on Wednesday, December 3rd. Morgan Stanley raised their price objective on Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Monday, December 8th. Stifel Nicolaus lowered their price objective on Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating for the company in a research note on Thursday. Deutsche Bank Aktiengesellschaft raised Knight-Swift Transportation from a “hold” rating to a “buy” rating and increased their target price for the stock from $43.00 to $53.00 in a research note on Thursday, October 2nd. Finally, Citigroup raised their price target on Knight-Swift Transportation from $59.00 to $64.00 and gave the company a “buy” rating in a report on Thursday, January 8th. One equities 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $60.00.

Knight-Swift Transportation Stock Performance

Shares of KNX stock opened at $56.95 on Thursday. The company’s fifty day moving average price is $51.78 and its 200-day moving average price is $46.41. The stock has a market cap of $9.25 billion, a PE ratio of 138.91, a price-to-earnings-growth ratio of 0.81 and a beta of 1.16. The company has a current ratio of 0.86, a quick ratio of 1.33 and a debt-to-equity ratio of 0.30. Knight-Swift Transportation has a 12 month low of $36.69 and a 12 month high of $59.89.

Knight-Swift Transportation (NYSE:KNX) last issued 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). Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The business had revenue of $1.86 billion during the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter in the previous year, the business earned $0.36 earnings per share. The firm’s 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. On average, equities analysts expect that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Insider Buying and Selling

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $51.01, for a total value 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 represents a 2.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Cary M. Flanagan sold 4,300 shares of the stock in a transaction on Friday, November 7th. The stock was 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 directly owned 5,644 shares of the company’s stock, valued at approximately $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. In the last ninety days, insiders sold 43,992 shares of company stock valued at $2,220,707. 3.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. Farther Finance Advisors LLC boosted its holdings in Knight-Swift Transportation by 54.2% in the 4th quarter. Farther Finance Advisors LLC now owns 956 shares of the transportation company’s stock worth $50,000 after buying an additional 336 shares during the period. Norris Perne & French LLP MI lifted its position in shares of Knight-Swift Transportation by 7.0% in the fourth quarter. Norris Perne & French LLP MI now owns 444,318 shares of the transportation company’s stock valued at $23,229,000 after acquiring an additional 28,945 shares in the last quarter. Stanley Laman Group Ltd. lifted its position in shares of Knight-Swift Transportation by 3.4% in the fourth quarter. Stanley Laman Group Ltd. now owns 67,959 shares of the transportation company’s stock valued at $3,553,000 after acquiring an additional 2,224 shares in the last quarter. Deprince Race & Zollo Inc. boosted its stake in shares of Knight-Swift Transportation by 5.6% in the fourth quarter. Deprince Race & Zollo Inc. now owns 741,139 shares of the transportation company’s stock worth $38,747,000 after acquiring an additional 39,283 shares during the period. Finally, Whalen Wealth Management Inc. purchased a new stake in shares of Knight-Swift Transportation during the fourth quarter worth about $447,000. Institutional investors own 88.77% of the company’s stock.

Key Stories Impacting Knight-Swift Transportation

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

• Positive Sentiment: Analyst upgrade/price‑target raise — Benchmark raised its price target to $65 and kept a “buy” rating, signaling upside potential if KNX’s rate leverage and cost initiatives materialize. Benchmark raises PT to $65
• Positive Sentiment: Susquehanna raised its target to $60 (still a neutral rating) — another signal that some sell‑side firms see upside as freight market tightness could return. Susquehanna raises PT to $60
• Positive Sentiment: Management commentary: Knight‑Swift says it’s “feeling a bit better about our ability to push rates” into 2026 — this suggests pricing power could improve, supporting margin recovery if demand stabilizes. Knight‑Swift ‘feeling a bit better about our ability to push rates’ in ‘26
• Neutral Sentiment: Mixed analyst moves — UBS raised its target to $54 but keeps a “neutral” rating (target still below current price), and Stifel trimmed its target modestly while keeping a buy stance. These adjustments show differing views on near‑term demand vs. longer‑term earnings power. Analyst coverage updates
• Neutral Sentiment: Earnings‑call tone: company highlighted cost wins and initiatives but offered a cautious outlook for market timing — this is constructive for margins but keeps short‑term visibility limited. Q4 2025 earnings call transcript
• Negative Sentiment: Q4 results missed estimates — KNX reported $0.31 EPS vs. consensus ~$0.36 and revenue below expectations; margin pressure from rising costs and softer demand dented results. Q4 earnings miss
• Negative Sentiment: Q1 2026 EPS guidance set to $0.28–$0.32, roughly in line with or slightly below consensus — the guidance and near‑term uncertainty in volume/claims contributed to the sell‑off. Q1 guidance & sales miss

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.