Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Given Average Rating of “Moderate Buy” by Brokerages

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) has earned a consensus recommendation of “Moderate Buy” from the twenty ratings firms that are currently covering the stock, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating, three have given a hold rating, fifteen have given a buy rating and one has assigned a strong buy rating to the company. The average twelve-month target price among brokerages that have issued a report on the stock in the last year is $61.6667.

KNX has been the subject of several research reports. Barclays increased their price objective on Knight-Swift Transportation from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Wednesday, March 4th. Stephens dropped their price target on Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating on the stock in a research report on Thursday, January 22nd. Evercore upgraded Knight-Swift Transportation from an “in-line” rating to an “outperform” rating and set a $65.00 price target for the company in a research note on Friday. JPMorgan Chase & Co. lifted their price objective on Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Finally, Weiss Ratings cut Knight-Swift Transportation from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 20th.

Knight-Swift Transportation Stock Up 0.3%

KNX opened at $55.66 on Friday. Knight-Swift Transportation has a twelve month low of $36.69 and a twelve month high of $64.10. The company’s 50-day moving average price is $57.70 and its two-hundred day moving average price is $50.73. The stock has a market cap of $9.04 billion, a price-to-earnings ratio of 135.76, a PEG ratio of 0.83 and a beta of 1.12. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.30.

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). The company had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.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 earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. As a group, equities analysts expect that Knight-Swift Transportation will post 2.13 earnings per share for the current year.

Knight-Swift Transportation Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 23rd. Shareholders of record on Friday, March 6th were given a dividend of $0.20 per share. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. This represents a $0.80 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, March 6th. Knight-Swift Transportation’s dividend payout ratio (DPR) is 195.12%.

Insider Buying and Selling at Knight-Swift Transportation

In related news, COO James L. Fitzsimmons sold 5,917 shares of the firm’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 transaction, the chief operating officer directly owned 8,716 shares of the company’s stock, valued at approximately $477,375.32. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 42,930 shares of company stock worth $2,581,186 over the last three months. Company insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Knight-Swift Transportation

Large investors have recently made changes to their positions in the stock. Hussman Strategic Advisors Inc. purchased a new stake in shares of Knight-Swift Transportation in the third quarter worth about $830,000. Victory Capital Management Inc. grew its stake in Knight-Swift Transportation by 0.9% during the third quarter. Victory Capital Management Inc. now owns 8,496,137 shares of the transportation company’s stock valued at $335,682,000 after acquiring an additional 76,342 shares in the last quarter. Deprince Race & Zollo Inc. increased its holdings in Knight-Swift Transportation by 5.8% during the 3rd quarter. Deprince Race & Zollo Inc. now owns 701,856 shares of the transportation company’s stock worth $27,730,000 after acquiring an additional 38,474 shares during the period. Allspring Global Investments Holdings LLC increased its holdings in Knight-Swift Transportation by 21.3% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 4,361,230 shares of the transportation company’s stock worth $169,826,000 after acquiring an additional 765,833 shares during the period. Finally, Campbell & CO Investment Adviser LLC purchased a new stake in Knight-Swift Transportation in the 3rd quarter worth approximately $749,000. 88.77% of the stock is owned by institutional investors.

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.