Knight-Swift Transportation (NYSE:KNX) Price Target Raised to $65.00

Knight-Swift Transportation (NYSE:KNX) had its price target increased by Benchmark from $60.00 to $65.00 in a research note issued to investors on Friday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

Several other equities research analysts have also recently weighed in on KNX. Deutsche Bank Aktiengesellschaft upgraded shares of Knight-Swift Transportation from a “hold” rating to a “buy” rating and raised their price objective for the company from $43.00 to $53.00 in a research report on Thursday, October 2nd. Weiss Ratings raised shares of Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, December 29th. JPMorgan Chase & Co. upped 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. TD Cowen lifted their target price 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 price target for the company from $41.00 to $50.00 in a research note on Thursday, October 16th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Knight-Swift Transportation currently has an average rating of “Moderate Buy” and an average target price of $60.00.

Knight-Swift Transportation Price Performance

NYSE:KNX opened at $56.95 on Friday. Knight-Swift Transportation has a 12 month low of $36.69 and a 12 month high of $59.89. The company’s 50-day moving average price is $51.78 and its two-hundred day moving average price is $46.40. The company has a quick ratio of 1.33, a current ratio of 0.86 and a debt-to-equity ratio of 0.30. The firm has a market cap of $9.25 billion, a PE ratio of 138.91, a price-to-earnings-growth ratio of 0.84 and a beta of 1.16.

Knight-Swift Transportation (NYSE:KNX) last released its quarterly earnings results on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.05). Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The business had revenue of $1.86 billion for the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter last year, the company earned $0.36 earnings per share. The firm’s revenue was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, equities analysts anticipate that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Insider Buying and Selling at Knight-Swift Transportation

In related news, SVP Reed Stultz sold 4,692 shares of the company’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $51.51, for a total value of $241,684.92. Following the completion of the sale, the senior vice president owned 465 shares in the company, valued at $23,952.15. This represents a 90.98% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Chairman Kevin P. Knight sold 35,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $51.01, for a total value of $1,785,350.00. Following the sale, the chairman directly owned 1,405,347 shares in the company, valued at $71,686,750.47. The trade was a 2.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 43,992 shares of company stock valued at $2,220,707. Corporate insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Knight-Swift Transportation

Several large investors have recently modified their holdings of the business. Farther Finance Advisors LLC lifted its holdings in shares of Knight-Swift Transportation by 54.2% during the 4th quarter. Farther Finance Advisors LLC now owns 956 shares of the transportation company’s stock valued at $50,000 after purchasing an additional 336 shares in the last quarter. Norris Perne & French LLP MI grew its holdings in shares of Knight-Swift Transportation by 7.0% during the fourth quarter. Norris Perne & French LLP MI now owns 444,318 shares of the transportation company’s stock worth $23,229,000 after buying an additional 28,945 shares in the last quarter. Stanley Laman Group Ltd. grew its holdings in shares of Knight-Swift Transportation by 3.4% during the fourth quarter. Stanley Laman Group Ltd. now owns 67,959 shares of the transportation company’s stock worth $3,553,000 after buying an additional 2,224 shares in the last quarter. Deprince Race & Zollo Inc. raised its position in Knight-Swift Transportation by 5.6% in the 4th quarter. Deprince Race & Zollo Inc. now owns 741,139 shares of the transportation company’s stock valued at $38,747,000 after buying an additional 39,283 shares during the last quarter. Finally, Whalen Wealth Management Inc. bought a new stake in Knight-Swift Transportation in the 4th quarter valued at approximately $447,000. 88.77% of the stock is currently owned by institutional investors.

Trending Headlines about Knight-Swift Transportation

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

• Positive Sentiment: Analyst upgrade/price?target raise — Benchmark raised its price target to $65 and kept a “buy” rating, signaling upside potential if KNX’s rate leverage and cost initiatives materialize. Benchmark raises PT to $65
• Positive Sentiment: Susquehanna raised its target to $60 (still a neutral rating) — another signal that some sell?side firms see upside as freight market tightness could return. Susquehanna raises PT to $60
• Positive Sentiment: Management commentary: Knight?Swift says it’s “feeling a bit better about our ability to push rates” into 2026 — this suggests pricing power could improve, supporting margin recovery if demand stabilizes. Knight?Swift ‘feeling a bit better about our ability to push rates’ in ‘26
• Neutral Sentiment: Mixed analyst moves — UBS raised its target to $54 but keeps a “neutral” rating (target still below current price), and Stifel trimmed its target modestly while keeping a buy stance. These adjustments show differing views on near?term demand vs. longer?term earnings power. Analyst coverage updates
• Neutral Sentiment: Earnings?call tone: company highlighted cost wins and initiatives but offered a cautious outlook for market timing — this is constructive for margins but keeps short?term visibility limited. Q4 2025 earnings call transcript
• Negative Sentiment: Q4 results missed estimates — KNX reported $0.31 EPS vs. consensus ~$0.36 and revenue below expectations; margin pressure from rising costs and softer demand dented results. Q4 earnings miss
• Negative Sentiment: Q1 2026 EPS guidance set to $0.28–$0.32, roughly in line with or slightly below consensus — the guidance and near?term uncertainty in volume/claims contributed to the sell?off. Q1 guidance & sales miss

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.