Segall Bryant & Hamill LLC Sells 15,893 Shares of Saia, Inc. $SAIA

Segall Bryant & Hamill LLC decreased its holdings in Saia, Inc. (NASDAQ:SAIA) by 31.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 34,964 shares of the transportation company’s stock after selling 15,893 shares during the period. Segall Bryant & Hamill LLC’s holdings in Saia were worth $12,282,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Lincoln Capital Corp purchased a new stake in Saia in the fourth quarter worth approximately $1,371,000. M&T Bank Corp grew its position in Saia by 383.7% in the 4th quarter. M&T Bank Corp now owns 26,524 shares of the transportation company’s stock worth $8,661,000 after purchasing an additional 21,041 shares during the period. Montag A & Associates Inc. purchased a new stake in Saia during the 1st quarter valued at $1,505,000. Lecap Asset Management Ltd. purchased a new stake in Saia during the 4th quarter valued at $1,692,000. Finally, Marks Group Wealth Management Inc lifted its holdings in shares of Saia by 32.9% during the 1st quarter. Marks Group Wealth Management Inc now owns 19,040 shares of the transportation company’s stock valued at $6,688,000 after buying an additional 4,717 shares during the period.

Saia Stock Performance

Shares of SAIA stock opened at $347.63 on Monday. The company has a debt-to-equity ratio of 0.04, a current ratio of 1.58 and a quick ratio of 1.58. The company has a market cap of $9.27 billion, a price-to-earnings ratio of 33.56, a PEG ratio of 1.64 and a beta of 2.14. Saia, Inc. has a 1 year low of $249.32 and a 1 year high of $494.71. The firm has a fifty day moving average price of $437.65 and a 200-day moving average price of $406.10.

Saia (NASDAQ:SAIA) last announced its earnings results on Thursday, July 30th. The transportation company reported $3.51 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.13. The company had revenue of $956.49 million for the quarter, compared to analysts’ expectations of $956.20 million. Saia had a return on equity of 10.21% and a net margin of 8.19%.Saia’s revenue for the quarter was up 17.1% compared to the same quarter last year. During the same period last year, the firm earned $2.67 EPS. As a group, equities analysts predict that Saia, Inc. will post 11.4 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on SAIA. Barclays dropped their price target on Saia from $500.00 to $475.00 and set an “overweight” rating on the stock in a research note on Friday. Stifel Nicolaus raised Saia from a “hold” rating to a “buy” rating and set a $438.00 target price on the stock in a report on Friday. Wall Street Zen raised Saia from a “sell” rating to a “hold” rating in a research report on Monday, May 4th. Bank of America upgraded Saia from a “neutral” rating to a “buy” rating and boosted their price target for the company from $499.00 to $502.00 in a research note on Monday, July 13th. Finally, BMO Capital Markets upped their price target on shares of Saia from $450.00 to $470.00 and gave the company a “market perform” rating in a research report on Thursday, June 4th. Thirteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Saia presently has a consensus rating of “Moderate Buy” and a consensus target price of $453.28.

Trending Headlines about Saia

Here are the key news stories impacting Saia this week:

• Positive Sentiment: Saia reported a solid Q2 2026: diluted EPS rose 31.5% year over year to $3.51, exceeding consensus estimates, while revenue increased 17.1% to a record $956.5 million. Operating income climbed 26% to $125.2 million, and the operating ratio improved to 86.9%. LTL tonnage and shipments per workday increased 8.4% and 4.4%, respectively. Saia Reports Second Quarter Results
• Positive Sentiment: JPMorgan raised its Saia price target to $498 from $490 and maintained an “overweight” rating, signaling confidence in the company’s long-term growth and execution. JPMorgan price target update
• Positive Sentiment: Stifel upgraded SAIA from “hold” to “buy” and assigned a $438 price target, adding to the bullish analyst commentary. Stifel upgrade
• Neutral Sentiment: Stephens lowered its target to $490 from $520 but retained an “overweight” rating. The target remains well above the stock’s recent trading level, although the reduction reflects more cautious expectations.
• Negative Sentiment: Management indicated that Q3’s operating ratio could deteriorate by approximately 100 basis points sequentially. Investors are concerned about a July wage increase, higher diesel, purchased transportation, insurance and workers’ compensation costs, as well as softer shipment growth following a 7.1% general rate increase. Saia Q3 margin outlook
• Negative Sentiment: Wells Fargo cut its price target sharply to $400 from $490 and shifted to an “equal weight” rating, reinforcing concerns about the company’s near-term margin and cost outlook. Wells Fargo price target update
• Negative Sentiment: Reported insider activity shows nine open-market sales and no purchases over the past six months, including sales by senior executives. While not necessarily company-specific, the pattern may add to investor caution.

Saia Profile

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.