Insider Selling: Knight-Swift Transportation (NYSE:KNX) EVP Sells 1,243 Shares of Stock

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) EVP Michael Liu sold 1,243 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $60.87, for a total value of $75,661.41. The sale was disclosed in a filing with the SEC, which is available at this link.

Knight-Swift Transportation Stock Performance

Knight-Swift Transportation stock traded down $1.03 during midday trading on Thursday, hitting $59.13. The company’s stock had a trading volume of 2,030,090 shares, compared to its average volume of 3,601,539. 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 company has a market cap of $9.60 billion, a price-to-earnings ratio of 144.23, a PEG ratio of 0.88 and a beta of 1.15. The company has a 50-day moving average price of $53.98 and a two-hundred day moving average price of $47.01. Knight-Swift Transportation Holdings Inc. has a 1-year low of $36.69 and a 1-year high of $61.28.

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

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. TD Cowen upped their price objective on Knight-Swift Transportation from $53.00 to $60.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Raymond James Financial increased their price objective on shares of Knight-Swift Transportation from $55.00 to $59.00 and gave the company a “strong-buy” rating in a research note on Tuesday, October 14th. Susquehanna boosted their target price on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a “neutral” rating in a research note on Thursday, January 22nd. Stephens dropped their price target on Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating for the company in a research note on Thursday, January 22nd. Finally, Wells Fargo & Company raised their price objective on Knight-Swift Transportation from $58.00 to $60.00 and gave the company an “overweight” rating in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Knight-Swift Transportation presently has an average rating of “Moderate Buy” and a consensus price target of $60.00.

Institutional Investors Weigh In On Knight-Swift Transportation

Large investors have recently modified their holdings of the company. Balyasny Asset Management L.P. lifted its holdings in Knight-Swift Transportation by 269.7% in the third quarter. Balyasny Asset Management L.P. now owns 2,231,439 shares of the transportation company’s stock valued at $88,164,000 after buying an additional 1,627,791 shares during the period. Junto Capital Management LP increased its stake in Knight-Swift Transportation by 252.4% in the third quarter. Junto Capital Management LP now owns 2,262,145 shares of the transportation company’s stock valued at $89,377,000 after purchasing an additional 1,620,224 shares in the last quarter. Norges Bank acquired a new position in Knight-Swift Transportation during the 2nd quarter worth approximately $59,407,000. Clean Energy Transition LLP bought a new position in Knight-Swift Transportation in the second quarter worth approximately $51,817,000. Finally, Bank of New York Mellon Corp grew its stake in Knight-Swift Transportation by 72.1% in the second quarter. Bank of New York Mellon Corp now owns 2,160,475 shares of the transportation company’s stock valued at $95,558,000 after acquiring an additional 904,903 shares during the period. 88.77% of the stock is currently owned by institutional investors and hedge funds.

Key Knight-Swift Transportation News

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

• Positive Sentiment: Yahoo Finance argues Knight‑Swift’s soft earnings aren’t necessarily a long‑term problem and suggests some of the weakness may be transitory, which could limit downside if investors focus on recovery signs. Knight‑Swift Transportation Holdings’ (NYSE:KNX) Soft Earnings Are Actually Better Than They Appear
• Neutral Sentiment: Zacks Research retains a “Hold” rating on KNX and still projects multi‑year earnings growth (Zacks’ FY2027 at ~$3.04 and FY2028 at ~$4.32), implying analysts expect recovery over the medium term even after near‑term cuts.
• Negative Sentiment: Zacks cut multiple near‑term EPS estimates on Feb. 4: Q1 2026 lowered from $0.35 to $0.30, Q3 2026 from $0.56 to $0.52, Q4 2026 from $0.64 to $0.60, and FY2026 from $2.01 to $1.89 — reducing near‑term earnings expectations.
• Negative Sentiment: Zacks also trimmed 2027 quarterly estimates (Q1 2027 $0.61→$0.47, Q2 2027 $0.76→$0.70, Q3 2027 $1.03→$0.94) and lowered FY2027 from ~$3.42 to ~$3.04, signaling softer recovery than previously modeled.
• Negative Sentiment: Recent reported Q4 results (Jan. 21) missed consensus: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. $1.90B expected; management set Q1 2026 guidance at $0.280–$0.320, which is modest and reinforces near‑term caution.

About Knight-Swift Transportation

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.