Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Receives Consensus Rating of “Moderate Buy” from Brokerages

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) has been assigned a consensus recommendation of “Moderate Buy” from the twenty research firms that are presently covering the firm, MarketBeat reports. Six investment analysts have rated the stock with a hold rating, thirteen have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among analysts that have covered the stock in the last year is $60.00.

A number of equities analysts have recently issued reports on the company. Morgan Stanley raised their price target on Knight-Swift Transportation from $67.00 to $70.00 and gave the stock an “overweight” rating in a research note on Monday, December 8th. UBS Group increased their target price on Knight-Swift Transportation from $51.00 to $54.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Susquehanna boosted their price target on Knight-Swift Transportation from $58.00 to $60.00 and gave the company a “neutral” rating in a research note on Thursday, January 22nd. 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. Finally, Weiss Ratings raised shares of Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, December 29th.

Trending Headlines about Knight-Swift Transportation

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

• Positive Sentiment: Coverage note argues the company’s soft reported quarter contains offsets that make the results less negative than headline numbers imply — this can limit downside if investors focus on underlying volume/cost trends. Knight‑Swift Transportation Holdings’ Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: Zacks’ published long‑range numbers still show substantial earnings ramp by FY2027–FY2028 (FY2027 $3.04, FY2028 $4.32), suggesting analysts expect recovery/growth beyond the near term — a potential upside case for longer‑horizon investors.
• Neutral Sentiment: Zacks Research retains a “Hold” rating on KNX while updating estimates; that reflects analyst caution rather than an outright bearish revision and may temper trading volatility.
• Negative Sentiment: Zacks cut multiple near‑term EPS estimates across Q1–Q4 2026 and Q1–Q4 2027 (Q1 2026 to $0.30; FY2026 to $1.89; FY2027 to $3.04 from $3.42), signaling weaker expected near‑term profitability and creating downward pressure on shares.
• Negative Sentiment: COO James L. Fitzsimmons sold 5,917 shares (~40% reduction in his holdings) at ~ $54.77; the SEC filing is available. Significant insider selling can be read negatively by the market. SEC filing — Fitzsimmons sale
• Negative Sentiment: EVP Michael K. Liu sold 1,243 shares at about $60.87; another disclosed executive sale that may amplify negative sentiment among short‑term traders. SEC filing — Liu sale

Insider Buying and Selling at Knight-Swift Transportation

In other news, EVP Michael K. Liu sold 1,243 shares of the business’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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Reed Stultz sold 4,692 shares of the company’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $51.51, for a total value of $241,684.92. Following the completion of the sale, the senior vice president owned 465 shares of the company’s stock, valued at $23,952.15. This trade represents a 90.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 46,852 shares of company stock worth $2,426,770. 3.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in KNX. Integrated Wealth Concepts LLC grew its stake in shares of Knight-Swift Transportation by 23.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 5,948 shares of the transportation company’s stock valued at $259,000 after acquiring an additional 1,124 shares during the period. Focus Partners Wealth purchased a new position in Knight-Swift Transportation during the first quarter valued at approximately $451,000. KLP Kapitalforvaltning AS lifted its holdings in Knight-Swift Transportation by 6.7% during the second quarter. KLP Kapitalforvaltning AS now owns 33,400 shares of the transportation company’s stock valued at $1,477,000 after purchasing an additional 2,100 shares in the last quarter. Tectonic Advisors LLC boosted its position in shares of Knight-Swift Transportation by 3.2% in the second quarter. Tectonic Advisors LLC now owns 64,712 shares of the transportation company’s stock worth $2,862,000 after purchasing an additional 1,997 shares during the period. Finally, Blair William & Co. IL purchased a new stake in shares of Knight-Swift Transportation in the second quarter worth $213,000. Institutional investors own 88.77% of the company’s stock.

Knight-Swift Transportation Stock Performance

Shares of KNX stock opened at $59.16 on Friday. The company has a quick ratio of 1.33, a current ratio of 0.86 and a debt-to-equity ratio of 0.30. The company has a 50 day moving average price of $54.24 and a 200-day moving average price of $47.09. Knight-Swift Transportation has a 52 week low of $36.69 and a 52 week high of $61.28. The firm has a market capitalization of $9.60 billion, a PE ratio of 144.31, a P/E/G ratio of 0.89 and a beta of 1.15.

Knight-Swift Transportation (NYSE:KNX) last issued its quarterly earnings data 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). Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. The company had revenue of $1.86 billion for the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter last year, the company earned $0.36 EPS. The firm’s revenue for the quarter was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. As a group, equities research analysts expect that Knight-Swift Transportation will post 2.13 earnings per share for the current year.

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.