Nuance Investments LLC Sells 70,043 Shares of Knight-Swift Transportation Holdings Inc. $KNX

Nuance Investments LLC reduced its stake in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) by 23.0% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 234,715 shares of the transportation company’s stock after selling 70,043 shares during the period. Knight-Swift Transportation makes up approximately 0.9% of Nuance Investments LLC’s holdings, making the stock its 28th biggest holding. Nuance Investments LLC’s holdings in Knight-Swift Transportation were worth $9,274,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Linden Thomas Advisory Services LLC increased its position in shares of Knight-Swift Transportation by 3.4% during the third quarter. Linden Thomas Advisory Services LLC now owns 37,117 shares of the transportation company’s stock worth $1,466,000 after acquiring an additional 1,206 shares in the last quarter. MMA Asset Management LLC acquired a new position in Knight-Swift Transportation in the 3rd quarter worth $41,000. Envestnet Asset Management Inc. increased its holdings in Knight-Swift Transportation by 7.5% during the 3rd quarter. Envestnet Asset Management Inc. now owns 98,276 shares of the transportation company’s stock worth $3,883,000 after purchasing an additional 6,828 shares in the last quarter. Ashton Thomas Private Wealth LLC raised its stake in shares of Knight-Swift Transportation by 13.4% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 5,467 shares of the transportation company’s stock valued at $216,000 after purchasing an additional 644 shares during the period. Finally, Jones Financial Companies Lllp raised its stake in shares of Knight-Swift Transportation by 2.7% in the 3rd quarter. Jones Financial Companies Lllp now owns 13,081 shares of the transportation company’s stock valued at $519,000 after purchasing an additional 343 shares during the period. Institutional investors and hedge funds own 88.77% of the company’s stock.

Knight-Swift Transportation Price Performance

Shares of KNX opened at $60.27 on Monday. 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 company’s fifty day simple moving average is $54.53 and its 200 day simple moving average is $47.23. Knight-Swift Transportation Holdings Inc. has a 1-year low of $36.69 and a 1-year high of $61.28. The company has a market cap of $9.78 billion, a price-to-earnings ratio of 147.00, a PEG ratio of 0.89 and a beta of 1.15.

Knight-Swift Transportation (NYSE:KNX) last announced its quarterly earnings data on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing analysts’ consensus estimates 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 net margin of 0.88% and a return on equity of 2.88%. The business’s revenue was down .4% on a year-over-year basis. During the same period last year, the business earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, research analysts forecast that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current fiscal year.

More Knight-Swift Transportation News

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

Insiders Place Their Bets

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of the business’s stock in a transaction that occurred 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 transaction, the chairman owned 1,405,347 shares of the company’s stock, valued at $71,686,750.47. The trade was a 2.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO James L. Fitzsimmons sold 5,917 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $54.77, for a total value of $324,074.09. Following the completion of the sale, the chief operating officer owned 8,716 shares in the company, valued at $477,375.32. This represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 46,852 shares of company stock worth $2,426,770. Company insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. Evercore increased their price objective on Knight-Swift Transportation from $47.00 to $61.00 and gave the stock an “in-line” rating in a report on Tuesday, January 13th. Barclays raised their price target on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Susquehanna boosted their price objective on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. UBS Group raised their target price on shares of Knight-Swift Transportation from $51.00 to $54.00 and gave the company a “neutral” rating in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. lifted their price target on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $60.00.

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.