Brokerages Set Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Price Target at $60.00

Shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) have been assigned a consensus recommendation of “Moderate Buy” from the twenty research firms that are presently covering the firm, MarketBeat Ratings reports. Seven analysts have rated the stock with a hold rating, twelve have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price target among brokers that have issued a report on the stock in the last year is $60.00.

KNX has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. upped their price objective on Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Wells Fargo & Company boosted their target price on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Raymond James Financial increased their price target on shares of Knight-Swift Transportation from $55.00 to $59.00 and gave the company a “strong-buy” rating in a report on Tuesday, October 14th. Bank of America raised shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $41.00 to $50.00 in a report on Thursday, October 16th. Finally, Benchmark upped their target price on shares of Knight-Swift Transportation from $60.00 to $65.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd.

Knight-Swift Transportation Trading Up 1.9%

NYSE KNX opened at $60.27 on Friday. The company has a quick ratio of 1.33, a current ratio of 0.86 and a debt-to-equity ratio of 0.30. The stock has a market capitalization of $9.78 billion, a P/E ratio of 147.00, a P/E/G ratio of 0.89 and a beta of 1.15. Knight-Swift Transportation has a 52-week low of $36.69 and a 52-week high of $61.28. The firm has a 50-day moving average price of $54.53 and a 200 day moving average price of $47.23.

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

More Knight-Swift Transportation News

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

Insider Transactions at Knight-Swift Transportation

In other Knight-Swift Transportation news, EVP Michael K. Liu sold 1,243 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $60.87, for a total value of $75,661.41. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Chairman Kevin P. Knight sold 35,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $51.01, for a total value of $1,785,350.00. Following the completion of the transaction, the chairman owned 1,405,347 shares of the company’s stock, valued at approximately $71,686,750.47. This represents a 2.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 46,852 shares of company stock valued at $2,426,770. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Knight-Swift Transportation

Large investors have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd increased its holdings in Knight-Swift Transportation by 1,478.6% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock valued at $35,000 after acquiring an additional 828 shares in the last quarter. SJS Investment Consulting Inc. lifted its holdings in shares of Knight-Swift Transportation by 7,100.0% in the third quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 923 shares in the last quarter. Versant Capital Management Inc grew its position in shares of Knight-Swift Transportation by 111.3% in the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 493 shares during the last quarter. MMA Asset Management LLC purchased a new position in shares of Knight-Swift Transportation during the 3rd quarter worth approximately $41,000. Finally, Fifth Third Bancorp raised its position in shares of Knight-Swift Transportation by 44.4% during the 4th quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock worth $45,000 after purchasing an additional 267 shares during the last quarter. 88.77% of the stock is owned by institutional investors and hedge funds.

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.