UBS Group Boosts Knight-Swift Transportation (NYSE:KNX) Price Target to $54.00

Knight-Swift Transportation (NYSE:KNX) had its target price raised by stock analysts at UBS Group from $51.00 to $54.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the transportation company’s stock. UBS Group’s price target would suggest a potential downside of 5.18% from the stock’s current price.

Several other research analysts also recently issued reports on KNX. Deutsche Bank Aktiengesellschaft upgraded shares of Knight-Swift Transportation from a “hold” rating to a “buy” rating and upped their price target for the stock from $43.00 to $53.00 in a report on Thursday, October 2nd. Zacks Research upgraded Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 3rd. Stifel Nicolaus lowered their target price on Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating for the company in a report on Thursday. Bank of America raised Knight-Swift Transportation from a “neutral” rating to a “buy” rating and lifted their price target for the company from $41.00 to $50.00 in a research note on Thursday, October 16th. Finally, TD Cowen boosted their price target on Knight-Swift Transportation from $53.00 to $60.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $60.00.

Knight-Swift Transportation Stock Down 4.2%

Shares of NYSE KNX opened at $56.95 on Thursday. The company has a market cap of $9.25 billion, a price-to-earnings ratio of 138.91, a PEG 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. The stock has a 50-day moving average price of $51.78 and a two-hundred day moving average price of $46.41.

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

Insiders Place Their Bets

In other Knight-Swift Transportation news, SVP Reed Stultz sold 4,692 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $51.51, for a total value of $241,684.92. Following the transaction, the senior vice president directly owned 465 shares of the company’s stock, valued at approximately $23,952.15. This trade represents a 90.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Cary M. Flanagan sold 4,300 shares of Knight-Swift Transportation 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 of the company’s stock, valued at $254,205.76. This represents a 43.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 43,992 shares of company stock worth $2,220,707. Insiders own 3.00% of the company’s stock.

Institutional Trading of Knight-Swift Transportation

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in KNX. Balyasny Asset Management L.P. raised its stake in shares of Knight-Swift Transportation by 269.7% in the third quarter. Balyasny Asset Management L.P. now owns 2,231,439 shares of the transportation company’s stock worth $88,164,000 after purchasing an additional 1,627,791 shares during the last quarter. Junto Capital Management LP grew its holdings in Knight-Swift Transportation by 252.4% during the third quarter. Junto Capital Management LP now owns 2,262,145 shares of the transportation company’s stock worth $89,377,000 after buying an additional 1,620,224 shares in the last quarter. Norges Bank purchased a new stake in Knight-Swift Transportation in the 2nd quarter valued at $59,407,000. Clean Energy Transition LLP bought a new position in Knight-Swift Transportation during the 2nd quarter valued at $51,817,000. Finally, Bank of New York Mellon Corp lifted its stake in Knight-Swift Transportation by 72.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 2,160,475 shares of the transportation company’s stock valued at $95,558,000 after acquiring an additional 904,903 shares in the last quarter. 88.77% of the stock is owned by institutional investors.

Trending Headlines about 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.