Militia Capital Management LLC Purchases Shares of 6,060 Saia, Inc. $SAIA

Militia Capital Management LLC purchased a new position in Saia, Inc. (NASDAQ:SAIA) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 6,060 shares of the transportation company’s stock, valued at approximately $2,129,000.

Other hedge funds have also recently modified their holdings of the company. Lincoln Capital Corp bought a new stake in shares of Saia in the fourth quarter worth about $1,371,000. M&T Bank Corp increased its holdings in Saia by 383.7% during the 4th quarter. M&T Bank Corp now owns 26,524 shares of the transportation company’s stock valued at $8,661,000 after purchasing an additional 21,041 shares during the period. Montag A & Associates Inc. bought a new position in Saia during the 1st quarter valued at approximately $1,505,000. Lecap Asset Management Ltd. bought a new position in Saia during the 4th quarter valued at approximately $1,692,000. Finally, Marks Group Wealth Management Inc lifted its holdings in Saia by 32.9% in the 1st quarter. Marks Group Wealth Management Inc now owns 19,040 shares of the transportation company’s stock worth $6,688,000 after buying an additional 4,717 shares during the period.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on SAIA. Wall Street Zen upgraded Saia from a “sell” rating to a “hold” rating in a research report on Monday, May 4th. UBS Group decreased their target price on Saia from $527.00 to $504.00 and set a “buy” rating for the company in a report on Friday. Weiss Ratings raised Saia from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Stifel Nicolaus upgraded shares of Saia from a “hold” rating to a “buy” rating and set a $438.00 price target on the stock in a report on Friday. Finally, Citigroup upgraded shares of Saia from a “neutral” rating to a “buy” rating and cut their price target for the company from $524.00 to $488.00 in a report on Thursday, July 9th. Thirteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $453.28.

Trending Headlines about Saia

Here are the key news stories impacting Saia this week:

• Positive Sentiment: Saia reported a solid Q2 2026: diluted EPS rose 31.5% year over year to $3.51, exceeding consensus estimates, while revenue increased 17.1% to a record $956.5 million. Operating income climbed 26% to $125.2 million, and the operating ratio improved to 86.9%. LTL tonnage and shipments per workday increased 8.4% and 4.4%, respectively. Saia Reports Second Quarter Results
• Positive Sentiment: JPMorgan raised its Saia price target to $498 from $490 and maintained an “overweight” rating, signaling confidence in the company’s long-term growth and execution. JPMorgan price target update
• Positive Sentiment: Stifel upgraded SAIA from “hold” to “buy” and assigned a $438 price target, adding to the bullish analyst commentary. Stifel upgrade
• Neutral Sentiment: Stephens lowered its target to $490 from $520 but retained an “overweight” rating. The target remains well above the stock’s recent trading level, although the reduction reflects more cautious expectations.
• Negative Sentiment: Management indicated that Q3’s operating ratio could deteriorate by approximately 100 basis points sequentially. Investors are concerned about a July wage increase, higher diesel, purchased transportation, insurance and workers’ compensation costs, as well as softer shipment growth following a 7.1% general rate increase. Saia Q3 margin outlook
• Negative Sentiment: Wells Fargo cut its price target sharply to $400 from $490 and shifted to an “equal weight” rating, reinforcing concerns about the company’s near-term margin and cost outlook. Wells Fargo price target update
• Negative Sentiment: Reported insider activity shows nine open-market sales and no purchases over the past six months, including sales by senior executives. While not necessarily company-specific, the pattern may add to investor caution.

Saia Stock Performance

Shares of SAIA opened at $347.63 on Monday. The company has a 50-day simple moving average of $437.65 and a two-hundred day simple moving average of $406.10. The company has a debt-to-equity ratio of 0.04, a current ratio of 1.58 and a quick ratio of 1.58. The firm has a market capitalization of $9.27 billion, a PE ratio of 33.56, a price-to-earnings-growth ratio of 1.64 and a beta of 2.14. Saia, Inc. has a one year low of $249.32 and a one year high of $494.71.

Saia (NASDAQ:SAIA) last posted its earnings results on Thursday, July 30th. The transportation company reported $3.51 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.13. Saia had a return on equity of 10.21% and a net margin of 8.19%.The firm had revenue of $956.49 million for the quarter, compared to the consensus estimate of $956.20 million. During the same quarter in the prior year, the business earned $2.67 EPS. The business’s revenue for the quarter was up 17.1% on a year-over-year basis. On average, analysts anticipate that Saia, Inc. will post 11.4 EPS for the current fiscal year.

Saia Company Profile

Saia, Inc is a publicly traded transportation company specializing in less-than-truckload (LTL) freight services across North America. Headquartered in Johns Creek, Georgia, the company focuses on the efficient movement of time-sensitive freight for a diverse customer base that spans retail, manufacturing, automotive, and healthcare industries. By leveraging a network of terminals and service centers, Saia provides tailored solutions designed to optimize supply chain performance.

The company’s core offerings include regional, interregional, and national LTL shipping, supported by volumetric LTL and port intermodal services.