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

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) has received a consensus rating of “Moderate Buy” from the twenty research firms that are covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell rating, three have assigned a hold rating, fifteen have given a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among brokers that have covered the stock in the last year is $61.7778.

Several analysts have commented on the company. UBS Group upgraded Knight-Swift Transportation from a “neutral” rating to a “buy” rating and increased their target price for the company from $54.00 to $66.00 in a research note on Wednesday, March 18th. Barclays boosted their price target on Knight-Swift Transportation from $65.00 to $75.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 4th. Stephens lowered their price target on Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating on the stock in a report on Thursday, January 22nd. Morgan Stanley increased their price objective on Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Monday, December 8th. Finally, Stifel Nicolaus lifted their price objective on Knight-Swift Transportation from $61.00 to $63.00 and gave the stock a “buy” rating in a report on Thursday.

Knight-Swift Transportation Stock Up 0.1%

Shares of Knight-Swift Transportation stock opened at $58.68 on Friday. The company has a 50-day simple moving average of $57.74 and a two-hundred day simple moving average of $51.27. The stock has a market capitalization of $9.53 billion, a PE ratio of 143.12, a price-to-earnings-growth ratio of 0.88 and a beta of 1.11. Knight-Swift Transportation has a 52-week low of $36.69 and a 52-week high of $64.10. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.86 and a current ratio of 0.86.

Knight-Swift Transportation (NYSE:KNX) last posted 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). The firm had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.90 billion. Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. The company’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, analysts anticipate that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Knight-Swift Transportation Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 23rd. Stockholders of record on Friday, March 6th were paid a $0.20 dividend. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. 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. Knight-Swift Transportation’s dividend payout ratio (DPR) is presently 195.12%.

Insider Activity at Knight-Swift Transportation

In related news, COO James L. Fitzsimmons sold 5,917 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $54.77, for a total transaction of $324,074.09. Following the transaction, the chief operating officer owned 8,716 shares in the company, valued at $477,375.32. This represents a 40.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Joshua Smith sold 5,770 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $60.91, for a total transaction of $351,450.70. Following the completion of the sale, the chief financial officer owned 9,214 shares in the company, valued at $561,224.74. This represents a 38.51% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 42,930 shares of company stock valued at $2,581,186 over the last ninety days. Company insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Knight-Swift Transportation

A number of institutional investors and hedge funds have recently modified their holdings of the company. Integrated Wealth Concepts LLC lifted its holdings in Knight-Swift Transportation by 23.3% in the first quarter. Integrated Wealth Concepts LLC now owns 5,948 shares of the transportation company’s stock valued at $259,000 after acquiring an additional 1,124 shares during the period. Focus Partners Wealth bought a new stake in shares of Knight-Swift Transportation during the 1st quarter valued at about $451,000. Creative Planning increased its position in shares of Knight-Swift Transportation by 39.9% during the 2nd quarter. Creative Planning now owns 33,332 shares of the transportation company’s stock valued at $1,474,000 after purchasing an additional 9,510 shares during the last quarter. Cetera Investment Advisers increased its position in shares of Knight-Swift Transportation by 6.9% during the 2nd quarter. Cetera Investment Advisers now owns 13,724 shares of the transportation company’s stock valued at $607,000 after purchasing an additional 882 shares during the last quarter. Finally, American Century Companies Inc. lifted its stake in shares of Knight-Swift Transportation by 1.9% in the 2nd quarter. American Century Companies Inc. now owns 1,355,712 shares of the transportation company’s stock worth $59,963,000 after purchasing an additional 24,908 shares during the period. 88.77% of the stock is currently owned by hedge funds and other institutional investors.

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.