Saia, Inc. $SAIA Stake Reduced by Comerica Bank

Comerica Bank reduced its stake in shares of Saia, Inc. (NASDAQ:SAIA) by 34.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 21,080 shares of the transportation company’s stock after selling 10,950 shares during the period. Comerica Bank’s holdings in Saia were worth $6,883,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in SAIA. State of Wyoming bought a new position in Saia during the 3rd quarter worth $30,000. Allworth Financial LP grew its stake in Saia by 69.0% during the 3rd quarter. Allworth Financial LP now owns 142 shares of the transportation company’s stock worth $43,000 after buying an additional 58 shares during the last quarter. Farther Finance Advisors LLC grew its stake in Saia by 46.9% during the 4th quarter. Farther Finance Advisors LLC now owns 144 shares of the transportation company’s stock worth $47,000 after buying an additional 46 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its stake in Saia by 6,400.0% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 195 shares of the transportation company’s stock worth $58,000 after buying an additional 192 shares during the last quarter. Finally, Advisory Services Network LLC bought a new position in Saia during the 3rd quarter worth $60,000.

Saia Trading Up 6.3%

NASDAQ:SAIA opened at $448.82 on Friday. Saia, Inc. has a 1 year low of $231.69 and a 1 year high of $454.88. The stock has a market cap of $11.97 billion, a price-to-earnings ratio of 47.15, a PEG ratio of 2.27 and a beta of 2.04. The business has a fifty day moving average of $382.27 and a 200-day moving average of $346.22. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.64 and a current ratio of 1.64.

Saia (NASDAQ:SAIA) last released its quarterly earnings results on Thursday, April 30th. The transportation company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $0.04. The company had revenue of $806.23 million during the quarter, compared to analysts’ expectations of $789.08 million. Saia had a return on equity of 9.86% and a net margin of 7.89%.The company’s revenue for the quarter was up 2.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.86 earnings per share. Equities analysts predict that Saia, Inc. will post 10.6 earnings per share for the current year.

Wall Street Analyst Weigh In

SAIA has been the subject of several recent analyst reports. Citigroup increased their price target on Saia from $431.00 to $442.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Wells Fargo & Company increased their price target on Saia from $310.00 to $395.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. UBS Group reissued a “buy” rating and issued a $493.00 price target on shares of Saia in a research note on Wednesday, February 11th. Wall Street Zen cut Saia from a “hold” rating to a “sell” rating in a research note on Sunday, April 26th. Finally, Stifel Nicolaus increased their price target on Saia from $352.00 to $381.00 and gave the stock a “hold” rating in a research note on Thursday, April 16th. Ten equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $401.06.

Key Stories Impacting Saia

Here are the key news stories impacting Saia this week:

• Positive Sentiment: Q1 results beat consensus — Saia reported EPS of $1.86 vs. the $1.82 consensus and revenue of $806.2M vs. $784.1M expected, giving investors a clear near‑term earnings beat. Saia Reports First Quarter Results
• Positive Sentiment: Analyst reaction included a higher price target — TD Cowen’s Jason Seidl kept a Hold but raised his PT to $445, citing strengthening volumes, pricing power and multi‑year margin upside, which supports upside expectations despite a neutral rating. Jason Seidl Maintains Hold on Saia, Lifts Price Target to $445
• Positive Sentiment: Multiple outlets highlighted the upside vs. estimates — coverage from Zacks and others emphasized that both earnings and revenues surpassed expectations, reinforcing the market’s positive reaction. Saia (SAIA) Q1 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Earnings call tone was cautious even as management flagged margin rebound hopes and strong sales in pockets — the commentary suggests improvement is expected but not immediate, so investors may wait for clearer margin momentum. Saia Inc. Earnings Call: Record Sales, Margin Rebound Hopes
• Neutral Sentiment: Analyst stance remains mixed — while some raised targets, ratings stayed conservative (Hold), indicating analysts see upside potential but also risks to sustained margin recovery. Jason Seidl Maintains Hold on Saia, Lifts Price Target to $445
• Negative Sentiment: Underlying growth is modest — EPS was flat year‑over‑year ($1.86 in Q1 2026 vs. $1.86 a year ago) and revenue grew only ~2.4% y/y, which limits the narrative of a clear accelerate‑and‑sustain growth story. Saia (SAIA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Management did not provide a clear, near‑term margin acceleration timetable — that uncertainty could temper further upside until consistent margin improvement and stronger organic growth are visible. Saia, Inc. Q1 2026 Earnings Call Summary

Insiders Place Their Bets

In other news, CFO Matthew J. Batteh sold 916 shares of the company’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $389.03, for a total value of $356,351.48. Following the completion of the sale, the chief financial officer owned 4,444 shares in the company, valued at $1,728,849.32. This represents a 17.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP Raymond R. Ramu sold 5,226 shares of the company’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $387.95, for a total value of $2,027,426.70. Following the completion of the sale, the vice president owned 3,631 shares of the company’s stock, valued at approximately $1,408,646.45. This trade represents a 59.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 15,533 shares of company stock valued at $6,015,055. 0.30% of the stock is currently owned by insiders.

About Saia

Saia, Inc is a publicly traded transportation company specializing in less-than-truckload (LTL) freight services across North America. Headquartered in Johns Creek, Georgia, the company focuses on the efficient movement of time-sensitive freight for a diverse customer base that spans retail, manufacturing, automotive, and healthcare industries. By leveraging a network of terminals and service centers, Saia provides tailored solutions designed to optimize supply chain performance.

The company’s core offerings include regional, interregional, and national LTL shipping, supported by volumetric LTL and port intermodal services.