Knight-Swift Transportation Holdings Inc. (NYSE:KNX) to Post Q2 2026 Earnings of $0.70 Per Share, Zacks Research Forecasts

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) – Analysts at Zacks Research upped their Q2 2026 earnings per share estimates for Knight-Swift Transportation in a report released on Wednesday, September 25th. Zacks Research analyst S. Goswami now anticipates that the transportation company will post earnings of $0.70 per share for the quarter, up from their prior estimate of $0.64. The consensus estimate for Knight-Swift Transportation’s current full-year earnings is $1.09 per share. Zacks Research also issued estimates for Knight-Swift Transportation’s FY2026 earnings at $3.05 EPS.

Knight-Swift Transportation (NYSE:KNX) last announced its quarterly earnings results on Wednesday, July 24th. The transportation company reported $0.24 EPS for the quarter, missing the consensus estimate of $0.27 by ($0.03). Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 1.98%. The business had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.83 billion. During the same period last year, the company earned $0.49 EPS. The business’s revenue for the quarter was up 18.9% on a year-over-year basis.

Other equities analysts have also issued research reports about the company. UBS Group decreased their price target on Knight-Swift Transportation from $59.00 to $58.00 and set a “buy” rating on the stock in a research note on Tuesday, July 9th. TD Cowen upped their price target on Knight-Swift Transportation from $47.00 to $57.00 and gave the company a “buy” rating in a research note on Thursday, July 25th. Evercore ISI decreased their target price on Knight-Swift Transportation from $55.00 to $53.00 and set an “in-line” rating on the stock in a research note on Tuesday, June 25th. Raymond James decreased their target price on Knight-Swift Transportation from $58.00 to $57.00 and set a “strong-buy” rating on the stock in a research note on Thursday, July 25th. Finally, StockNews.com raised Knight-Swift Transportation to a “sell” rating in a research note on Thursday, July 25th. One research analyst has rated the stock with a sell rating, six have assigned a hold rating, eight have assigned a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $57.00.

Knight-Swift Transportation Stock Performance

Shares of Knight-Swift Transportation stock opened at $52.74 on Monday. Knight-Swift Transportation has a 52 week low of $45.55 and a 52 week high of $60.99. The business’s fifty day simple moving average is $52.38 and its 200-day simple moving average is $50.55. The firm has a market cap of $8.54 billion, a PE ratio of 78.72, a price-to-earnings-growth ratio of 1.50 and a beta of 0.93. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.24.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in KNX. UBS Group AG increased its holdings in shares of Knight-Swift Transportation by 4.4% in the 4th quarter. UBS Group AG now owns 118,620 shares of the transportation company’s stock valued at $6,838,000 after acquiring an additional 5,033 shares during the last quarter. Wells Fargo & Company MN increased its holdings in shares of Knight-Swift Transportation by 5.2% in the 4th quarter. Wells Fargo & Company MN now owns 161,243 shares of the transportation company’s stock valued at $9,296,000 after acquiring an additional 7,904 shares during the last quarter. US Bancorp DE boosted its position in shares of Knight-Swift Transportation by 8.8% in the 4th quarter. US Bancorp DE now owns 20,872 shares of the transportation company’s stock valued at $1,203,000 after purchasing an additional 1,683 shares during the period. Orion Portfolio Solutions LLC acquired a new stake in shares of Knight-Swift Transportation in the 4th quarter valued at about $584,000. Finally, Stifel Financial Corp boosted its position in shares of Knight-Swift Transportation by 16.3% in the 4th quarter. Stifel Financial Corp now owns 238,762 shares of the transportation company’s stock valued at $13,765,000 after purchasing an additional 33,396 shares during the period. Hedge funds and other institutional investors own 88.77% of the company’s stock.

Insiders Place Their Bets

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 45,000 shares of the company’s stock in a transaction dated Monday, August 5th. The stock was sold at an average price of $51.53, for a total transaction of $2,318,850.00. Following the sale, the chairman now owns 1,422,360 shares in the company, valued at approximately $73,294,210.80. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. In other news, Chairman Kevin P. Knight sold 30,000 shares of the stock in a transaction dated Friday, August 2nd. The stock was sold at an average price of $50.33, for a total value of $1,509,900.00. Following the transaction, the chairman now owns 1,467,360 shares in the company, valued at approximately $73,852,228.80. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Kevin P. Knight sold 45,000 shares of the stock in a transaction dated Monday, August 5th. The shares were sold at an average price of $51.53, for a total value of $2,318,850.00. Following the completion of the transaction, the chairman now owns 1,422,360 shares in the company, valued at approximately $73,294,210.80. The disclosure for this sale can be found here. Insiders have sold a total of 85,196 shares of company stock worth $4,367,869 in the last quarter. 3.00% of the stock is owned by company insiders.

Knight-Swift Transportation Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, September 23rd. Shareholders of record on Friday, September 6th were issued a dividend of $0.16 per share. The ex-dividend date was Friday, September 6th. This represents a $0.64 annualized dividend and a yield of 1.21%. Knight-Swift Transportation’s dividend payout ratio (DPR) is 95.52%.

About Knight-Swift Transportation

Knight-Swift Transportation Holdings Inc, together with its subsidiaries, provides freight transportation services in the United States and Mexico. The company operates through four segments: Truckload, Less-than-truckload (LTL), Logistics, and Intermodal. The Truckload segment provides transportation services, which include irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations.