Research Analysts Issue Forecasts for KNX FY2026 Earnings

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) – Research analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for Knight-Swift Transportation in a note issued to investors on Wednesday, August 5th. Zacks Research analyst Team now expects that the transportation company will earn $2.45 per share for the year, up from their prior estimate of $2.04. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Knight-Swift Transportation’s current full-year earnings is $2.42 per share. Zacks Research also issued estimates for Knight-Swift Transportation’s Q1 2027 earnings at $0.67 EPS.

A number of other equities research analysts also recently weighed in on the company. Benchmark lifted their price objective on Knight-Swift Transportation from $75.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Citigroup upgraded Knight-Swift Transportation from a “neutral” rating to a “buy” rating and set a $90.00 target price for the company in a research report on Thursday, July 9th. The Goldman Sachs Group increased their price objective on Knight-Swift Transportation from $65.00 to $86.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. TD Cowen boosted their target price on Knight-Swift Transportation from $82.00 to $86.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Finally, Citizens Jmp started coverage on shares of Knight-Swift Transportation in a report on Wednesday, July 15th. They set a “market outperform” rating and a $90.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $84.44.

Knight-Swift Transportation Stock Performance

NYSE KNX opened at $68.64 on Tuesday. Knight-Swift Transportation has a twelve month low of $38.63 and a twelve month high of $82.86. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.32. The stock has a market cap of $11.17 billion, a P/E ratio of 264.01, a PEG ratio of 0.59 and a beta of 1.18. The company’s 50-day simple moving average is $75.10 and its 200 day simple moving average is $66.10.

Knight-Swift Transportation (NYSE:KNX) last announced its quarterly earnings data on Wednesday, July 22nd. The transportation company reported $0.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.12. The company had revenue of $2.10 billion during the quarter, compared to analysts’ expectations of $2.05 billion. Knight-Swift Transportation had a net margin of 0.56% and a return on equity of 3.51%. The business’s revenue was up 12.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.21 EPS. Knight-Swift Transportation has set its Q3 2026 guidance at 0.710-0.770 EPS.

Knight-Swift Transportation Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, September 21st. Stockholders of record on Friday, September 4th will be issued a $0.20 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.80 annualized dividend and a dividend yield of 1.2%. Knight-Swift Transportation’s payout ratio is 307.69%.

Insiders Place Their Bets

In related news, CAO Cary M. Flanagan sold 3,600 shares of the firm’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $70.82, for a total transaction of $254,952.00. Following the sale, the chief accounting officer owned 5,405 shares of the company’s stock, valued at approximately $382,782.10. This trade represents a 39.98% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Reid Dove sold 50,000 shares of the business’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $70.25, for a total value of $3,512,500.00. Following the completion of the transaction, the director directly owned 169,154 shares of the company’s stock, valued at approximately $11,883,068.50. The trade was a 22.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 2.90% of the stock is owned by corporate insiders.

Institutional Trading of Knight-Swift Transportation

A number of large investors have recently bought and sold shares of KNX. Blue Trust Inc. increased its position in shares of Knight-Swift Transportation by 123.9% during the first quarter. Blue Trust Inc. now owns 544 shares of the transportation company’s stock worth $31,000 after acquiring an additional 301 shares in the last quarter. Clearstead Advisors LLC boosted its stake in Knight-Swift Transportation by 134.6% in the 4th quarter. Clearstead Advisors LLC now owns 671 shares of the transportation company’s stock worth $35,000 after purchasing an additional 385 shares during the period. Los Angeles Capital Management LLC acquired a new position in Knight-Swift Transportation in the 4th quarter worth $39,000. Fifth Third Bancorp increased its holdings in Knight-Swift Transportation by 44.4% during the 4th quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock worth $45,000 after purchasing an additional 267 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its stake in shares of 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 purchasing an additional 828 shares during the period. 88.77% of the stock is owned by 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.