Two Point Capital Management Inc. Purchases Shares of 122,040 Knight-Swift Transportation Holdings Inc. $KNX

Two Point Capital Management Inc. acquired a new position in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 122,040 shares of the transportation company’s stock, valued at approximately $5,398,000. Knight-Swift Transportation makes up approximately 2.3% of Two Point Capital Management Inc.’s investment portfolio, making the stock its 19th largest position.

A number of other large investors also recently modified their holdings of the stock. Larson Financial Group LLC boosted its position in shares of Knight-Swift Transportation by 9,383.3% during the first quarter. Larson Financial Group LLC now owns 569 shares of the transportation company’s stock valued at $25,000 after buying an additional 563 shares during the last quarter. Brooklyn Investment Group boosted its holdings in Knight-Swift Transportation by 93.4% during the 1st quarter. Brooklyn Investment Group now owns 642 shares of the transportation company’s stock worth $28,000 after acquiring an additional 310 shares during the last quarter. UMB Bank n.a. boosted its holdings in Knight-Swift Transportation by 40.0% during the 1st quarter. UMB Bank n.a. now owns 1,133 shares of the transportation company’s stock worth $49,000 after acquiring an additional 324 shares during the last quarter. Oliver Lagore Vanvalin Investment Group bought a new stake in shares of Knight-Swift Transportation in the 2nd quarter worth $55,000. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in shares of Knight-Swift Transportation in the first quarter valued at about $111,000. Institutional investors own 88.77% of the company’s stock.

Knight-Swift Transportation Price Performance

NYSE KNX opened at $39.87 on Friday. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 0.30. The company has a market cap of $6.47 billion, a PE ratio of 39.08, a price-to-earnings-growth ratio of 0.65 and a beta of 1.14. Knight-Swift Transportation Holdings Inc. has a 52 week low of $36.69 and a 52 week high of $61.51. The firm’s 50-day simple moving average is $42.20 and its two-hundred day simple moving average is $42.98.

Knight-Swift Transportation (NYSE:KNX) last posted its quarterly earnings results on Wednesday, July 23rd. The transportation company reported $0.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.34 by $0.01. The company had revenue of $1.86 billion for the quarter, compared to analyst estimates of $1.87 billion. Knight-Swift Transportation had a net margin of 2.22% and a return on equity of 3.03%. The company’s quarterly revenue was up .8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.24 earnings per share. Knight-Swift Transportation has set its Q3 2025 guidance at 0.360-0.420 EPS. Research analysts predict that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current year.

Knight-Swift Transportation Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, September 22nd. Stockholders of record on Friday, September 5th were issued a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Friday, September 5th. Knight-Swift Transportation’s dividend payout ratio (DPR) is presently 70.59%.

Insider Buying and Selling at Knight-Swift Transportation

In other Knight-Swift Transportation news, EVP Michael K. Liu sold 3,420 shares of the firm’s stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $43.41, for a total value of $148,462.20. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on KNX. Citigroup boosted their price target on shares of Knight-Swift Transportation from $53.00 to $54.00 and gave the stock a “buy” rating in a report on Wednesday, July 9th. Baird R W raised Knight-Swift Transportation to a “strong-buy” rating in a report on Tuesday, July 1st. Evercore ISI dropped their price target on Knight-Swift Transportation from $47.00 to $42.00 and set an “in-line” rating on the stock in a report on Tuesday. Raymond James Financial upped their price objective on Knight-Swift Transportation from $50.00 to $55.00 and gave the company a “strong-buy” rating in a research note on Tuesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft upgraded Knight-Swift Transportation from a “hold” rating to a “buy” rating and lifted their target price for the stock from $43.00 to $53.00 in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $52.71.

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.