Knight-Swift Transportation (NYSE:KNX) Stock Price Expected to Rise, Barclays Analyst Says

Knight-Swift Transportation (NYSE:KNX) had its target price hoisted by equities researchers at Barclays from $50.00 to $65.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Barclays‘s price objective indicates a potential upside of 12.99% from the company’s previous close.

Several other analysts have also issued reports on the stock. Bank of America upgraded shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $41.00 to $50.00 in a report on Thursday, October 16th. Stifel Nicolaus lifted their price objective on Knight-Swift Transportation from $59.00 to $63.00 and gave the company a “buy” rating in a research note on Wednesday. Morgan Stanley raised their price target on Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Susquehanna lifted their price target on shares of Knight-Swift Transportation from $42.00 to $58.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Finally, Evercore ISI lifted their target price on shares of Knight-Swift Transportation from $47.00 to $61.00 and gave the company an “in-line” rating in a report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $59.35.

Knight-Swift Transportation Stock Performance

KNX stock traded up $0.36 during trading on Thursday, hitting $57.53. 1,023,192 shares of the company traded hands, compared to its average volume of 3,033,677. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.33 and a quick ratio of 1.33. The company has a market cap of $9.34 billion, a PE ratio of 65.34, a P/E/G ratio of 0.76 and a beta of 1.16. The stock’s 50-day simple moving average is $50.04 and its 200 day simple moving average is $45.88. Knight-Swift Transportation has a 1 year low of $36.69 and a 1 year high of $61.51.

Knight-Swift Transportation (NYSE:KNX) last announced its earnings results on Wednesday, October 22nd. The transportation company reported $0.32 earnings per share for the quarter, missing the consensus estimate of $0.38 by ($0.06). Knight-Swift Transportation had a return on equity of 2.98% and a net margin of 1.90%.The business had revenue of $1.72 billion for the quarter, compared to analyst estimates of $1.91 billion. During the same period in the previous year, the company earned $0.34 earnings per share. The company’s quarterly revenue was up 2.7% compared to the same quarter last year. Knight-Swift Transportation has set its Q4 2025 guidance at 0.340-0.400 EPS. On average, equities analysts expect that Knight-Swift Transportation will post 2.13 earnings per share for the current fiscal year.

Insider Buying and Selling at Knight-Swift Transportation

In other Knight-Swift Transportation news, CAO Cary M. Flanagan sold 4,300 shares of the company’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $45.04, for a total transaction of $193,672.00. Following the completion of the sale, the chief accounting officer directly owned 5,644 shares in the company, valued at $254,205.76. This represents a 43.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Chairman Kevin P. Knight sold 35,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the chairman directly 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 43,992 shares of company stock worth $2,220,707 in the last quarter. 3.00% of the stock is owned by insiders.

Hedge Funds Weigh In On Knight-Swift Transportation

A number of institutional investors have recently bought and sold shares of KNX. Caitong International Asset Management Co. Ltd grew its stake in Knight-Swift Transportation by 1,478.6% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock valued at $35,000 after buying an additional 828 shares during the last quarter. SJS Investment Consulting Inc. increased its holdings in shares of Knight-Swift Transportation by 7,100.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock worth $37,000 after purchasing an additional 923 shares during the period. Versant Capital Management Inc raised its holdings in Knight-Swift Transportation by 111.3% in the 3rd quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock valued at $37,000 after acquiring an additional 493 shares in the last quarter. MMA Asset Management LLC acquired a new stake in shares of Knight-Swift Transportation during the 3rd quarter worth approximately $41,000. Finally, Oliver Lagore Vanvalin Investment Group bought a new stake in Knight-Swift Transportation in the 2nd quarter valued at $55,000. Hedge funds and other institutional investors own 88.77% of the company’s stock.

Key Headlines Impacting Knight-Swift Transportation

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

• Positive Sentiment: Stifel raised its price target to $63 and kept a “buy” rating, signaling bullish analyst sentiment and giving near?term support to the stock. Stifel price target raise to $63
• Positive Sentiment: Evercore ISI increased its price target to $61, another institutional upgrade that can attract buyers and validate the stock’s move higher. Evercore ISI Raises Price Target to $61
• Positive Sentiment: JPMorgan raised its price target to $61, adding to the cluster of analyst upgrades that improve sentiment and could boost flows into KNX. JPMorgan Boosts Price Target to $61
• Positive Sentiment: Benchmark boosted its target to $60 with a “buy” rating, reinforcing the consensus of upward revisions from sell?side firms. Benchmark price target raise to $60
• Positive Sentiment: Operationally, Abilene Motor Express is being absorbed into Swift, which should expand Knight?Swift’s network/capacity and may produce cost or routing synergies over time. This is a tangible operational positive beyond mere analyst chatter. Abilene Motor Express being absorbed into Swift
• Neutral Sentiment: Zacks published a deeper look at analyst estimates for KNX’s Q4 (beyond revenue/EPS), useful for parsing margin, utilization and freight?demand assumptions ahead of the print. This is informative but not an immediate catalyst by itself. Exploring Analyst Estimates for Knight?Swift Q4
• Negative Sentiment: Zacks also previewed KNX’s upcoming earnings and warned the company may lack the key ingredients for an earnings beat next week—raising the risk that the actual print or guidance could disappoint and pressure the stock. Knight?Swift Reports Next Week: What to Know

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.