Knight-Swift Transportation (NYSE:KNX) Given New $79.00 Price Target at UBS Group

Knight-Swift Transportation (NYSE:KNX) had its target price hoisted by equities research analysts at UBS Group from $66.00 to $79.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. UBS Group’s target price would indicate a potential upside of 20.08% from the company’s previous close.

A number of other analysts have also recently issued reports on the stock. Susquehanna increased their price objective on shares of Knight-Swift Transportation from $60.00 to $72.00 and gave the stock a “neutral” rating in a research note on Wednesday. Benchmark lifted their price objective on shares of Knight-Swift Transportation from $70.00 to $75.00 and gave the stock a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. lifted their price objective on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Barclays lifted 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 note on Wednesday, March 4th. Finally, Weiss Ratings raised shares of Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Knight-Swift Transportation currently has an average rating of “Moderate Buy” and an average target price of $65.72.

Knight-Swift Transportation Stock Performance

KNX stock traded up $1.81 during midday trading on Thursday, reaching $65.79. 3,218,283 shares of the company’s stock traded hands, compared to its average volume of 3,230,449. Knight-Swift Transportation has a 52-week low of $37.76 and a 52-week high of $67.75. The stock has a market cap of $10.69 billion, a P/E ratio of 160.19, a PEG ratio of 0.96 and a beta of 1.11. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.30. The stock’s 50-day moving average is $58.89 and its 200 day moving average is $53.38.

Knight-Swift Transportation (NYSE:KNX) last announced its earnings results on Wednesday, April 22nd. The transportation company reported $0.09 EPS for the quarter, missing analysts’ consensus estimates of $0.29 by ($0.20). Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.85 billion. During the same period in the prior year, the company posted $0.28 earnings per share. The firm’s quarterly revenue was up 1.4% on a year-over-year basis. As a group, analysts anticipate that Knight-Swift Transportation will post 1.95 EPS for the current year.

Insider Activity

In related news, EVP Michael K. Liu sold 1,243 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $60.87, for a total transaction of $75,661.41. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO James L. Fitzsimmons sold 5,917 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $54.77, for a total transaction of $324,074.09. Following the sale, the chief operating officer directly owned 8,716 shares in the company, valued at approximately $477,375.32. This represents a 40.44% decrease in their position. 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 Trading of Knight-Swift Transportation

Several large investors have recently bought and sold shares of the stock. Fifth Third Wealth Advisors LLC grew its position in Knight-Swift Transportation by 4.5% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 5,183 shares of the transportation company’s stock worth $298,000 after purchasing an additional 222 shares during the last quarter. Fifth Third Bancorp boosted its holdings in Knight-Swift Transportation by 44.4% during the fourth quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock worth $45,000 after buying an additional 267 shares in the last quarter. Blue Trust Inc. boosted its holdings in Knight-Swift Transportation by 123.9% during the first quarter. Blue Trust Inc. now owns 544 shares of the transportation company’s stock worth $31,000 after buying an additional 301 shares in the last quarter. Public Employees Retirement System of Ohio boosted its holdings in Knight-Swift Transportation by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock worth $2,091,000 after buying an additional 306 shares in the last quarter. Finally, Parallel Advisors LLC lifted its holdings in Knight-Swift Transportation by 7.9% during the fourth quarter. Parallel Advisors LLC now owns 4,240 shares of the transportation company’s stock valued at $222,000 after purchasing an additional 309 shares in the last quarter. Hedge funds and other institutional investors own 88.77% of the company’s stock.

More Knight-Swift Transportation News

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

• Positive Sentiment: TD Cowen raised its price target sharply to $78 and reiterated a Buy rating, citing tighter capacity, regulatory tailwinds and margin upside — a bullish analyst view that likely supported buying interest. TD Cowen Raise
• Positive Sentiment: Benchmark raised its target to $75 and maintained a Buy, offering additional upside and reinforcing the positive analyst momentum around KNX. Benchmark Raise
• Positive Sentiment: Stifel Nicolaus bumped its target to $70 and put a Buy on the stock, another confirming vote from sell‑side analysts that supports further upside. Stifel Nicolaus Raise
• Positive Sentiment: Robert W. Baird raised its target to $70 and assigned an Outperform rating — additional analyst reinforcement for the shares. Baird Raise
• Positive Sentiment: TipRanks/TD Cowen coverage highlighted tighter capacity and margin potential and reiterated a Buy stance — supporting the narrative that freight market dynamics could improve KNX’s profitability over time. TipRanks/TD Cowen Note
• Neutral Sentiment: Susquehanna raised its target to $72 but kept a Neutral rating — a lift to valuation assumptions but less explicitly bullish on near‑term upside. Susquehanna Raise
• Neutral Sentiment: The company released its Q1 results, slide deck and will host a conference call — investors can use the filings and transcript for detail on revenue mix, pricing and margin outlook. Q1 Press Release / Slide Deck
• Negative Sentiment: Q1 EPS came in weak at $0.09, missing the consensus (~$0.29) reported by some outlets and down year‑over‑year; lower EPS and narrow margins are a near‑term headwind for sentiment. Earnings Summary
• Negative Sentiment: Coverage noted the company swung to a first‑quarter loss, citing a tighter truckload market and higher fuel costs (geopolitical-driven) — factors that pressure near‑term margins. WSJ Loss Report

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.