Truist Financial Corp Has $1.82 Million Stock Holdings in Knight-Swift Transportation Holdings Inc. $KNX

Truist Financial Corp decreased its holdings in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) by 23.2% during the 3rd quarter, Holdings Channel reports. The firm owned 46,077 shares of the transportation company’s stock after selling 13,949 shares during the quarter. Truist Financial Corp’s holdings in Knight-Swift Transportation were worth $1,821,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Integrated Wealth Concepts LLC lifted its stake in Knight-Swift Transportation by 23.3% in the first quarter. Integrated Wealth Concepts LLC now owns 5,948 shares of the transportation company’s stock valued at $259,000 after buying an additional 1,124 shares during the period. Focus Partners Wealth bought a new stake in shares of Knight-Swift Transportation in the 1st quarter valued at $451,000. KLP Kapitalforvaltning AS lifted its position in shares of Knight-Swift Transportation by 6.7% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 33,400 shares of the transportation company’s stock valued at $1,477,000 after acquiring an additional 2,100 shares during the period. Blair William & Co. IL bought a new position in Knight-Swift Transportation during the second quarter worth $213,000. Finally, IFP Advisors Inc grew its holdings in Knight-Swift Transportation by 21.3% in the second quarter. IFP Advisors Inc now owns 2,162 shares of the transportation company’s stock worth $96,000 after purchasing an additional 379 shares during the period. Institutional investors and hedge funds own 88.77% of the company’s stock.

Knight-Swift Transportation News Roundup

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

• Positive Sentiment: Citi reaffirmed its rating (neutral) and set a $64 price target, giving investors an explicit upside reference that can support buying interest. Finviz
• Positive Sentiment: Zacks Research raised its Q2 2026 EPS estimate to $0.48 (from $0.46), a small but constructive near‑term revision that can lift quarter‑specific expectations. MarketBeat Zacks note
• Positive Sentiment: Brokerage consensus coverage referenced by AmericanBankingNews shows a “Moderate Buy” takeaway, which may attract momentum buyers and support sentiment. AmericanBankingNews
• Positive Sentiment: A Yahoo Finance piece argues the recent soft quarter may be less damaging than headlines suggest, a narrative that can limit downside after the January earnings miss. Yahoo Finance
• Neutral Sentiment: Institutional ownership remains high (around ~89%), and recent small position changes by some funds are unlikely to move shares materially in isolation but reflect ongoing institutional interest. MarketBeat
• Negative Sentiment: Zacks issued a series of downward revisions to multiple quarters and trimmed FY2026 and FY2027 EPS forecasts (FY2026 to $1.89, FY2027 to $3.04), flagging weaker near‑term profit outlook and raising execution risk. MarketBeat Zacks notes
• Negative Sentiment: Insider selling: COO James L. Fitzsimmons sold 5,917 shares (reducing his position ~40%) and EVP Michael K. Liu sold 1,243 shares; material insider dispositions can weigh on sentiment even if driven by personal liquidity or tax planning. SEC filing (Fitzsimmons) SEC filing (Liu)
• Negative Sentiment: January quarter missed consensus (EPS and revenue) and revenue was slightly down year‑over‑year — the earnings miss remains a baseline risk until upcoming quarterly cadence confirms improvement. MarketBeat earnings summary

Knight-Swift Transportation Trading Up 1.9%

NYSE KNX opened at $60.27 on Friday. The company has a current ratio of 0.86, a quick ratio of 1.33 and a debt-to-equity ratio of 0.30. The business has a fifty day simple moving average of $54.53 and a 200 day simple moving average of $47.22. Knight-Swift Transportation Holdings Inc. has a 12 month low of $36.69 and a 12 month high of $61.28. The firm has a market capitalization of $9.78 billion, a P/E ratio of 147.00, a PEG ratio of 0.89 and a beta of 1.15.

Knight-Swift Transportation (NYSE:KNX) last posted its 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). The firm had revenue of $1.86 billion during the quarter, compared to the consensus estimate of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The business’s revenue was down .4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, analysts predict that Knight-Swift Transportation Holdings Inc. will post 2.13 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on KNX shares. UBS Group upped their price objective on shares of Knight-Swift Transportation from $51.00 to $54.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Wells Fargo & Company boosted their target price on Knight-Swift Transportation from $58.00 to $60.00 and gave the company an “overweight” rating in a research report on Tuesday, January 6th. Stifel Nicolaus cut their price target on Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. TD Cowen raised their price objective on Knight-Swift Transportation from $53.00 to $60.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Finally, Bank of America raised Knight-Swift Transportation from a “neutral” rating to a “buy” rating and upped their target price for the stock from $41.00 to $50.00 in a research report on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $60.00.

Insider Activity

In other Knight-Swift Transportation news, EVP Michael K. Liu sold 1,243 shares of Knight-Swift Transportation stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $60.87, for a total transaction of $75,661.41. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Reed Stultz sold 4,692 shares of the business’s stock in a transaction that occurred 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 transaction, the senior vice president owned 465 shares in the company, valued at $23,952.15. The trade was a 90.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 46,852 shares of company stock worth $2,426,770. Corporate insiders own 3.00% of the company’s stock.

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.