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

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) has received a consensus rating of “Moderate Buy” from the twenty analysts that are covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell rating, three have issued a hold rating, fifteen have issued a buy rating and one has issued a strong buy rating on the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $61.6667.

A number of brokerages recently weighed in on KNX. Stifel Nicolaus lowered their target price on shares of Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Evercore raised shares of Knight-Swift Transportation from an “in-line” rating to an “outperform” rating and set a $65.00 price target on the stock in a research report on Friday, March 27th. Wells Fargo & Company set a $64.00 price objective on Knight-Swift Transportation in a research report on Friday, March 13th. Weiss Ratings downgraded Knight-Swift Transportation from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 20th. Finally, Barclays upped their target price on Knight-Swift Transportation from $65.00 to $75.00 and gave the company an “overweight” rating in a research report on Wednesday, March 4th.

Knight-Swift Transportation Stock Performance

Shares of KNX stock opened at $57.47 on Friday. The stock has a market capitalization of $9.33 billion, a PE ratio of 140.16, a PEG ratio of 0.87 and a beta of 1.11. The business’s 50 day simple moving average is $57.72 and its 200 day simple moving average is $51.10. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.86 and a quick ratio of 0.86. Knight-Swift Transportation has a one year low of $36.69 and a one year high of $64.10.

Knight-Swift Transportation (NYSE:KNX) last released 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 firm had revenue of $1.86 billion for 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 firm’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. As a group, research analysts forecast that Knight-Swift Transportation will post 2.13 earnings per share for the current year.

Knight-Swift Transportation Increases Dividend

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

Insider Activity at Knight-Swift Transportation

In other news, EVP Michael K. Liu sold 1,243 shares of the firm’s 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Joshua Smith sold 5,770 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $60.91, for a total transaction of $351,450.70. Following the transaction, the chief financial officer owned 9,214 shares in the company, valued at $561,224.74. The trade was a 38.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 42,930 shares of company stock worth $2,581,186. Corporate insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Knight-Swift Transportation

Several institutional investors have recently made changes to their positions in the stock. Fifth Third Bancorp grew its stake in shares of Knight-Swift Transportation by 44.4% in the 4th quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock valued at $45,000 after buying an additional 267 shares during the period. Public Employees Retirement System of Ohio raised its stake in Knight-Swift Transportation by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock worth $2,091,000 after buying an additional 306 shares during the period. Parallel Advisors LLC boosted its holdings in Knight-Swift Transportation by 7.9% in the fourth quarter. Parallel Advisors LLC now owns 4,240 shares of the transportation company’s stock worth $222,000 after acquiring an additional 309 shares in the last quarter. Lido Advisors LLC grew its stake in Knight-Swift Transportation by 0.4% in the fourth quarter. Lido Advisors LLC now owns 75,102 shares of the transportation company’s stock valued at $3,926,000 after acquiring an additional 335 shares during the period. Finally, Farther Finance Advisors LLC grew its stake in Knight-Swift Transportation by 54.2% in the fourth quarter. Farther Finance Advisors LLC now owns 956 shares of the transportation company’s stock valued at $50,000 after acquiring an additional 336 shares during the period. Institutional investors and hedge funds own 88.77% 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.