Benchmark Issues Positive Forecast for Knight-Swift Transportation (NYSE:KNX) Stock Price

Knight-Swift Transportation (NYSE:KNX) had its target price increased by stock analysts at Benchmark from $60.00 to $65.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. Benchmark’s target price would indicate a potential upside of 9.19% from the stock’s previous close.

Other research analysts also recently issued research reports about the stock. UBS Group increased their target price on shares of Knight-Swift Transportation from $51.00 to $54.00 and gave the stock a “neutral” rating in a research note on Thursday. Barclays upped their price objective on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Raymond James Financial boosted their target price on Knight-Swift Transportation from $55.00 to $59.00 and gave the company a “strong-buy” rating in a research report on Tuesday, October 14th. Bank of America upgraded Knight-Swift Transportation from a “neutral” rating to a “buy” rating and increased their price target for the stock from $41.00 to $50.00 in a report on Thursday, October 16th. Finally, Zacks Research upgraded Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a report on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Knight-Swift Transportation currently has an average rating of “Moderate Buy” and an average price target of $60.00.

Knight-Swift Transportation Stock Performance

Shares of Knight-Swift Transportation stock opened at $59.53 on Friday. The company has a market cap of $9.66 billion, a P/E ratio of 145.20, a PEG ratio of 0.77 and a beta of 1.16. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.31. The business has a 50-day moving average price of $51.50 and a two-hundred day moving average price of $46.34. 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 released its earnings results on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing the consensus estimate of $0.36 by ($0.05). The business had revenue of $1.86 billion for the quarter, compared to analyst estimates of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.87% and a net margin of 0.88%.The company’s revenue for the quarter was down .4% on a year-over-year basis. During the same period in the prior year, the business earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. As a group, analysts anticipate that Knight-Swift Transportation will post 2.13 EPS for the current year.

Insider Buying and Selling at Knight-Swift Transportation

In other news, SVP Reed Stultz sold 4,692 shares of the company’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $51.51, for a total transaction of $241,684.92. Following the sale, the senior vice president directly owned 465 shares in the company, valued at $23,952.15. This represents a 90.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Cary M. Flanagan sold 4,300 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $45.04, for a total transaction of $193,672.00. Following the sale, the chief accounting officer directly owned 5,644 shares in the company, valued at $254,205.76. This trade represents a 43.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 43,992 shares of company stock valued at $2,220,707 in the last 90 days. 3.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Knight-Swift Transportation

A number of large investors have recently added to or reduced their stakes in the business. ProShare Advisors LLC increased its holdings in shares of Knight-Swift Transportation by 3.8% in the second quarter. ProShare Advisors LLC now owns 7,529 shares of the transportation company’s stock worth $333,000 after buying an additional 276 shares during the period. Public Employees Retirement System of Ohio boosted its stake in shares of Knight-Swift Transportation by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock valued at $2,091,000 after purchasing an additional 306 shares during the period. Jones Financial Companies Lllp grew its holdings in shares of Knight-Swift Transportation by 2.7% in the third quarter. Jones Financial Companies Lllp now owns 13,081 shares of the transportation company’s stock worth $519,000 after purchasing an additional 343 shares during the last quarter. Benjamin Edwards Inc. raised its holdings in Knight-Swift Transportation by 4.5% during the 3rd quarter. Benjamin Edwards Inc. now owns 8,130 shares of the transportation company’s stock valued at $321,000 after buying an additional 351 shares during the last quarter. Finally, IFP Advisors Inc grew its holdings in Knight-Swift Transportation by 21.3% in the 2nd quarter. IFP Advisors Inc now owns 2,162 shares of the transportation company’s stock worth $96,000 after acquiring an additional 379 shares during the last quarter. Hedge funds and other institutional investors own 88.77% of the company’s stock.

Knight-Swift Transportation News Summary

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

• Positive Sentiment: Management highlighted cost wins and active expense actions on the Q4 earnings call, which could support margins as freight demand softens. TipRanks: Knight‑Swift Earnings Call: Cost Wins, Cautious Outlook
• Positive Sentiment: Executives said capacity is returning to more normal levels, which could reduce volatility and improve utilization over coming quarters if demand stabilizes. MSN: Knight‑Swift outlines Q1 2026 adjusted EPS guidance
• Neutral Sentiment: Analyst reactions are mixed but modestly supportive: UBS and Susquehanna nudged targets higher (still neutral ratings), while Stephens and Stifel adjusted targets slightly down but kept positive stances — signaling no major consensus shift. Benzinga: Analyst Price Target Moves TickerReport: Stifel PT change
• Neutral Sentiment: The company set Q1 FY2026 adjusted EPS guidance at $0.28–$0.32 (midpoint ~$0.30), which provides forward visibility but sits slightly below the Street consensus (~$0.31), leaving limited near‑term upside to estimates. MSN: Q1 guidance coverage
• Negative Sentiment: Q4 results missed expectations: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. $1.90B expected. Management cited rising costs and weaker demand across key segments; the company posted a fourth‑quarter loss versus a year‑ago profit, pressuring near‑term earnings power. Zacks: KNX Q4 Earnings Miss WSJ: Softer revenue on lower truckload volumes
• Negative Sentiment: Market reaction was immediate: shares fell after the miss and cautious outlook, reflecting concern that volume weakness and cost pressure will weigh on near‑term profitability. Investing.com: Shares Drop After Q4 Miss

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.