Kelly Benton Sells 800 Shares of Saia (NASDAQ:SAIA) Stock

Saia, Inc. (NASDAQ:SAIA) CAO Kelly Benton sold 800 shares of the company’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $389.00, for a total transaction of $311,200.00. Following the sale, the chief accounting officer directly owned 3,157 shares in the company, valued at $1,228,073. This represents a 20.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Saia Stock Performance

NASDAQ:SAIA opened at $390.35 on Thursday. The stock has a market capitalization of $10.40 billion, a P/E ratio of 41.00, a price-to-earnings-growth ratio of 2.08 and a beta of 2.09. The company has a current ratio of 1.64, a quick ratio of 1.68 and a debt-to-equity ratio of 0.06. Saia, Inc. has a 1 year low of $229.12 and a 1 year high of $499.10. The firm has a 50 day moving average of $356.21 and a 200-day moving average of $318.07.

Saia (NASDAQ:SAIA) last released its quarterly earnings results on Tuesday, February 10th. The transportation company reported $1.77 EPS for the quarter, missing analysts’ consensus estimates of $1.90 by ($0.13). Saia had a return on equity of 9.86% and a net margin of 7.89%.The business had revenue of $789.95 million for the quarter, compared to the consensus estimate of $773.82 million. During the same quarter last year, the company earned $2.84 earnings per share. The firm’s revenue was up .1% on a year-over-year basis. As a group, sell-side analysts anticipate that Saia, Inc. will post 15.46 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have weighed in on SAIA. Citigroup raised their price objective on shares of Saia from $431.00 to $442.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. JPMorgan Chase & Co. raised their price target on shares of Saia from $349.00 to $365.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Susquehanna cut shares of Saia from a “positive” rating to a “neutral” rating and boosted their price objective for the stock from $390.00 to $425.00 in a research report on Wednesday, February 11th. Stephens increased their price objective on Saia from $414.00 to $445.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Finally, Rothschild & Co Redburn set a $262.00 target price on Saia in a research note on Wednesday, November 26th. Nine analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $379.11.

Key Saia News

Here are the key news stories impacting Saia this week:

• Positive Sentiment: Company announced national LTL network expansion and highlighted its full‑year/Q4 2025 results — the expansion could increase network density and revenue potential over time, supporting a bullish view on growth. Saia Highlights 2025 Results and National LTL Expansion
• Positive Sentiment: Several analysts raised price targets and some reiterated Buy/Overweight views after the results — upward revisions help underwrite the rally and signal continued analyst confidence. MarketBeat Analyst Notes
• Neutral Sentiment: Q4 revenue slightly beat expectations ($789.95M vs. $773.8M consensus) but EPS missed ($1.77 vs. $1.90 expected) and EPS is well below prior-year levels — revenue stability is encouraging but profitability/earnings trajectory remains a watch item. Saia 2025 Q4 Results – Earnings Call Presentation
• Negative Sentiment: Material insider selling by multiple executives (CEO, CFO, CAO, EVP and a VP) — collective disclosed proceeds approx. $6M with ownership reductions of ~17–59% for some insiders; large, clustered sales can pressure sentiment unless explained as planned diversification or pre‑arranged transactions. Ramu SEC Filing Benton SEC Filing

Institutional Trading of Saia

Several institutional investors and hedge funds have recently made changes to their positions in SAIA. AQR Capital Management LLC boosted its position in shares of Saia by 52.4% in the 1st quarter. AQR Capital Management LLC now owns 1,781 shares of the transportation company’s stock worth $622,000 after purchasing an additional 612 shares during the last quarter. Jones Financial Companies Lllp lifted its stake in Saia by 334.3% in the first quarter. Jones Financial Companies Lllp now owns 873 shares of the transportation company’s stock valued at $305,000 after buying an additional 672 shares during the period. CWM LLC boosted its holdings in Saia by 21.6% during the second quarter. CWM LLC now owns 248 shares of the transportation company’s stock worth $68,000 after buying an additional 44 shares during the last quarter. Sequoia Financial Advisors LLC grew its position in shares of Saia by 33.7% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 967 shares of the transportation company’s stock worth $265,000 after buying an additional 244 shares during the period. Finally, TD Asset Management Inc increased its stake in shares of Saia by 69.7% in the 2nd quarter. TD Asset Management Inc now owns 14,776 shares of the transportation company’s stock valued at $4,048,000 after acquiring an additional 6,070 shares during the last quarter.

About Saia

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.