Knight-Swift Transportation (NYSE:KNX) Given New $72.00 Price Target at Susquehanna

Knight-Swift Transportation (NYSE:KNX) had its price target boosted by Susquehanna from $60.00 to $72.00 in a research note published on Wednesday,Benzinga reports. They currently have a neutral rating on the transportation company’s stock.

Several other brokerages have also recently weighed in on KNX. Weiss Ratings raised shares of Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, April 15th. UBS Group raised shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and upped their price target for the stock from $54.00 to $66.00 in a research report on Wednesday, March 18th. JPMorgan Chase & Co. upped their price target on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. Wells Fargo & Company upped their price target on shares of Knight-Swift Transportation from $60.00 to $65.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 7th. Finally, Barclays upped their price target on shares of Knight-Swift Transportation from $65.00 to $75.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Knight-Swift Transportation presently has a consensus rating of “Moderate Buy” and a consensus target price of $62.78.

Knight-Swift Transportation Price Performance

Knight-Swift Transportation stock opened at $63.97 on Wednesday. The stock has a market cap of $10.39 billion, a price-to-earnings ratio of 156.03, a price-to-earnings-growth ratio of 0.96 and a beta of 1.11. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.86 and a quick ratio of 0.86. Knight-Swift Transportation has a 1 year low of $37.76 and a 1 year high of $66.61. The firm has a 50-day moving average of $58.89 and a two-hundred day moving average of $53.38.

Knight-Swift Transportation (NYSE:KNX) last released its quarterly earnings data on Wednesday, April 22nd. The transportation company reported $0.09 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.29 by ($0.20). The company had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.85 billion. Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. Knight-Swift Transportation’s quarterly revenue was up 1.4% on a year-over-year basis. During the same period last year, the firm earned $0.28 earnings per share. On average, research analysts forecast that Knight-Swift Transportation will post 1.95 earnings per share for the current year.

Knight-Swift Transportation Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 23rd. Investors of record on Friday, March 6th were paid a dividend of $0.20 per share. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. The ex-dividend date was Friday, March 6th. This represents a $0.80 annualized dividend and a dividend yield of 1.3%. Knight-Swift Transportation’s dividend payout ratio (DPR) is presently 195.12%.

Insider Activity

In related news, COO James L. Fitzsimmons sold 5,917 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $54.77, for a total transaction of $324,074.09. Following the completion of the transaction, the chief operating officer owned 8,716 shares in the company, valued at $477,375.32. The trade was a 40.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Michael K. Liu sold 1,243 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $60.87, for a total transaction of $75,661.41. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 42,930 shares of company stock worth $2,581,186. Insiders own 2.90% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Blue Trust Inc. raised its stake in shares of Knight-Swift Transportation by 123.9% during the 1st quarter. Blue Trust Inc. now owns 544 shares of the transportation company’s stock worth $31,000 after acquiring an additional 301 shares in the last quarter. Clearstead Advisors LLC raised its stake in shares of Knight-Swift Transportation by 134.6% during the 4th quarter. Clearstead Advisors LLC now owns 671 shares of the transportation company’s stock worth $35,000 after acquiring an additional 385 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its stake in shares of 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 worth $35,000 after acquiring an additional 828 shares in the last quarter. SJS Investment Consulting Inc. raised its stake in shares of Knight-Swift Transportation by 7,100.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock worth $37,000 after acquiring an additional 923 shares in the last quarter. Finally, Versant Capital Management Inc raised its stake in shares of Knight-Swift Transportation by 111.3% during the 3rd quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock worth $37,000 after acquiring an additional 493 shares in the last quarter. Institutional investors own 88.77% of the company’s stock.

Key Stories Impacting Knight-Swift Transportation

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

• Positive Sentiment: Susquehanna raised its price target on KNX from $60 to $72, signaling upside from current levels and suggesting some analysts see recovery potential. Susquehanna Raises PT
• Positive Sentiment: Analyst consensus remains constructive — coverage summaries show a “Moderate Buy” consensus, which can support the stock as investors digest the quarter. Analyst Consensus
• Neutral Sentiment: The company filed its Q1 release and hosted a conference call/slides to discuss results; investors should review the call/slides for management commentary and any forward guidance. Press Release
• Neutral Sentiment: Pre- and post‑earnings analyst notes (Zacks) provide deeper metric checks beyond headline EPS/revenue — useful for investors assessing revenue mix, utilization and contract vs. spot exposure. Zacks Preview
• Negative Sentiment: Reported EPS was $0.09 for Q1 (company said $0.09 in multiple releases); several outlets flagged this as below many sell‑side expectations and noted the company swung to a first‑quarter loss, which is weighing on sentiment. Revenue rose only modestly (+1.4% Y/Y). Zacks Q1 Review
• Negative Sentiment: Management and coverage (WSJ) cite margin pressure from a tighter truckload market and higher fuel costs tied to geopolitical events (war in Iran), key near‑term headwinds for profitability. WSJ: Loss & Headwinds
• Negative Sentiment: Underlying profitability metrics remain thin (low net margin, modest ROE) and the stock’s valuation reflects expectations; if freight demand or fuel trends worsen, downside risk could persist. Company Slides/Release

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.