James Fitzsimmons Sells 5,917 Shares of Knight-Swift Transportation (NYSE:KNX) Stock

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) COO James Fitzsimmons sold 5,917 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $54.77, for a total value of $324,074.09. Following the sale, the chief operating officer directly owned 8,716 shares of the company’s stock, valued at approximately $477,375.32. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Knight-Swift Transportation Stock Performance

Knight-Swift Transportation stock opened at $60.27 on Friday. The company has a market cap of $9.78 billion, a price-to-earnings ratio of 147.00, a price-to-earnings-growth ratio of 0.88 and a beta of 1.15. Knight-Swift Transportation Holdings Inc. has a 12 month low of $36.69 and a 12 month high of $61.28. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.86 and a quick ratio of 1.33. The stock’s 50-day moving average is $54.53 and its 200-day moving average is $47.20.

Knight-Swift Transportation (NYSE:KNX) last posted its earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.05). Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The business had revenue of $1.86 billion for the quarter, compared to analyst estimates of $1.90 billion. During the same period last year, the company posted $0.36 EPS. The firm’s revenue for the quarter was down .4% compared to the same quarter last year. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Equities analysts anticipate that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Raymond James Financial upped their price target on shares of Knight-Swift Transportation from $55.00 to $59.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, October 14th. Bank of America raised Knight-Swift Transportation from a “neutral” rating to a “buy” rating and upped their target price for the stock from $41.00 to $50.00 in a research report on Thursday, October 16th. Morgan Stanley raised their target price on Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a report on Monday, December 8th. Susquehanna boosted their price target on Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. Finally, Stifel Nicolaus decreased their price target on Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $60.00.

Knight-Swift Transportation News Summary

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

• Positive Sentiment: Citi reaffirmed its rating (neutral) and set a $64 price target, giving investors an explicit upside reference that can support buying interest. Finviz
• Positive Sentiment: Zacks Research raised its Q2 2026 EPS estimate to $0.48 (from $0.46), a small but constructive near‑term revision that can lift quarter‑specific expectations. MarketBeat Zacks note
• Positive Sentiment: Brokerage consensus coverage referenced by AmericanBankingNews shows a “Moderate Buy” takeaway, which may attract momentum buyers and support sentiment. AmericanBankingNews
• Positive Sentiment: A Yahoo Finance piece argues the recent soft quarter may be less damaging than headlines suggest, a narrative that can limit downside after the January earnings miss. Yahoo Finance
• Neutral Sentiment: Institutional ownership remains high (around ~89%), and recent small position changes by some funds are unlikely to move shares materially in isolation but reflect ongoing institutional interest. MarketBeat
• Negative Sentiment: Zacks issued a series of downward revisions to multiple quarters and trimmed FY2026 and FY2027 EPS forecasts (FY2026 to $1.89, FY2027 to $3.04), flagging weaker near‑term profit outlook and raising execution risk. MarketBeat Zacks notes
• Negative Sentiment: Insider selling: COO James L. Fitzsimmons sold 5,917 shares (reducing his position ~40%) and EVP Michael K. Liu sold 1,243 shares; material insider dispositions can weigh on sentiment even if driven by personal liquidity or tax planning. SEC filing (Fitzsimmons) SEC filing (Liu)
• Negative Sentiment: January quarter missed consensus (EPS and revenue) and revenue was slightly down year‑over‑year — the earnings miss remains a baseline risk until upcoming quarterly cadence confirms improvement. MarketBeat earnings summary

Institutional Investors Weigh In On Knight-Swift Transportation

A number of hedge funds have recently bought and sold shares of KNX. Victory Capital Management Inc. raised its position in shares of Knight-Swift Transportation by 0.9% in the 3rd quarter. Victory Capital Management Inc. now owns 8,496,137 shares of the transportation company’s stock valued at $335,682,000 after purchasing an additional 76,342 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in shares of Knight-Swift Transportation by 1.5% in the third quarter. Dimensional Fund Advisors LP now owns 8,267,687 shares of the transportation company’s stock worth $326,664,000 after buying an additional 124,426 shares during the last quarter. Allspring Global Investments Holdings LLC raised its holdings in Knight-Swift Transportation by 7.2% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 4,676,422 shares of the transportation company’s stock valued at $244,250,000 after acquiring an additional 315,192 shares in the last quarter. UBS Group AG boosted its stake in Knight-Swift Transportation by 44.3% during the 4th quarter. UBS Group AG now owns 2,430,896 shares of the transportation company’s stock valued at $127,087,000 after acquiring an additional 745,787 shares during the last quarter. Finally, Junto Capital Management LP grew its holdings in Knight-Swift Transportation by 252.4% during the 3rd quarter. Junto Capital Management LP now owns 2,262,145 shares of the transportation company’s stock worth $89,377,000 after acquiring an additional 1,620,224 shares in the last quarter. Institutional investors and hedge funds own 88.77% of the company’s stock.

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.