Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) have received a consensus recommendation of “Moderate Buy” from the twenty ratings firms that are covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, five have given a hold rating, twelve have assigned a buy rating and two have given a strong buy rating to the company. The average 12 month price objective among brokerages that have issued a report on the stock in the last year is $55.2353.

Several equities research analysts recently issued reports on the company. Raymond James Financial lifted their price objective on 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. Evercore ISI dropped their price target on Knight-Swift Transportation from $47.00 to $42.00 and set an “in-line” rating for the company in a research report on Tuesday, September 30th. UBS Group lowered Knight-Swift Transportation from a “buy” rating to a “neutral” rating and boosted their price objective for the stock from $46.00 to $51.00 in a report on Friday, September 5th. Morgan Stanley raised their target price on shares of Knight-Swift Transportation from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Finally, Bank of America upgraded shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and lifted their target price for the company from $41.00 to $50.00 in a research report on Thursday, October 16th.

Knight-Swift Transportation Price Performance

KNX stock opened at $53.49 on Thursday. The firm has a 50 day moving average of $46.91 and a 200-day moving average of $44.62. The firm has a market capitalization of $8.68 billion, a P/E ratio of 60.78, a price-to-earnings-growth ratio of 1.04 and a beta of 1.17. Knight-Swift Transportation has a 12 month low of $36.69 and a 12 month high of $61.51. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.31.

Knight-Swift Transportation (NYSE:KNX) last posted its earnings results on Wednesday, October 22nd. The transportation company reported $0.32 earnings per share for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.06). Knight-Swift Transportation had a return on equity of 2.98% and a net margin of 1.90%.The firm had revenue of $1.72 billion for the quarter, compared to the consensus estimate of $1.91 billion. During the same period last year, the company posted $0.34 EPS. The business’s revenue was up 2.7% on a year-over-year basis. Knight-Swift Transportation has set its Q4 2025 guidance at 0.340-0.400 EPS. As a group, sell-side analysts predict that Knight-Swift Transportation will post 2.13 earnings per share for the current fiscal year.

Knight-Swift Transportation Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Friday, December 5th were given a $0.18 dividend. The ex-dividend date was Friday, December 5th. This represents a $0.72 annualized dividend and a yield of 1.3%. Knight-Swift Transportation’s payout ratio is 81.82%.

Insider Activity at Knight-Swift Transportation

In other news, Chairman Kevin P. Knight sold 35,000 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was 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 directly owned 1,405,347 shares in the company, valued at approximately $71,686,750.47. This represents a 2.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Reed Stultz sold 4,692 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $51.51, for a total value of $241,684.92. Following the transaction, the senior vice president directly owned 465 shares in the company, valued at approximately $23,952.15. This represents a 90.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 43,992 shares of company stock valued at $2,220,707 over the last 90 days. 3.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Brooklyn Investment Group lifted its holdings in shares of Knight-Swift Transportation by 93.4% in 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. Caitong International Asset Management Co. Ltd raised its position in Knight-Swift Transportation by 1,478.6% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock worth $35,000 after purchasing an additional 828 shares during the period. SJS Investment Consulting Inc. lifted its stake in 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 worth $37,000 after purchasing an additional 923 shares during the last quarter. Versant Capital Management Inc lifted its stake in Knight-Swift Transportation by 111.3% in the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock worth $37,000 after purchasing an additional 493 shares during the last quarter. Finally, MMA Asset Management LLC purchased a new stake in Knight-Swift Transportation during the third quarter valued at about $41,000. 88.77% of the stock is currently owned by institutional investors.

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.