Knight-Swift Transportation (NYSE:KNX) Price Target Raised to $65.00

Knight-Swift Transportation (NYSE:KNX) had its price objective increased by stock analysts at Benchmark from $60.00 to $65.00 in a report issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. Benchmark’s target price suggests a potential upside of 9.19% from the stock’s current price.

A number of other analysts also recently issued reports on KNX. JPMorgan Chase & Co. raised their price target on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Stifel Nicolaus reduced their target price on shares of Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating for the company in a report on Thursday. Susquehanna upped their price target on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a “neutral” rating in a research report on Thursday. Stephens dropped their target price on shares of Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating for the company in a report on Thursday. Finally, TD Cowen increased their price target on Knight-Swift Transportation from $53.00 to $60.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $60.00.

Knight-Swift Transportation Stock Performance

Shares of KNX stock opened at $59.53 on Friday. 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. The company’s fifty day moving average price is $51.50 and its 200-day moving average price is $46.34. The stock has a market cap of $9.66 billion, a PE ratio of 145.20, a price-to-earnings-growth ratio of 0.77 and a beta of 1.16.

Knight-Swift Transportation (NYSE:KNX) last posted its quarterly earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.36 by ($0.05). The company had revenue of $1.86 billion during the quarter, compared to analysts’ expectations of $1.90 billion. Knight-Swift Transportation had a return on equity of 2.87% and a net margin of 0.88%.The business’s quarterly revenue was down .4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.36 EPS. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, equities analysts expect that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Insider Buying and Selling

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $51.01, for a total transaction of $1,785,350.00. Following the sale, the chairman directly owned 1,405,347 shares of the company’s stock, valued at $71,686,750.47. The trade was a 2.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Reed Stultz sold 4,692 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $51.51, for a total value of $241,684.92. Following the completion of the sale, the senior vice president directly owned 465 shares of the company’s stock, valued at $23,952.15. The trade was a 90.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 43,992 shares of company stock worth $2,220,707. Corporate insiders own 3.00% of the company’s stock.

Institutional Trading of Knight-Swift Transportation

A number of hedge funds and other institutional investors have recently made changes to their positions in KNX. Caitong International Asset Management Co. Ltd boosted its holdings in Knight-Swift Transportation by 1,478.6% in the third quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock valued at $35,000 after purchasing an additional 828 shares during the last quarter. SJS Investment Consulting Inc. grew its stake in Knight-Swift Transportation by 7,100.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock valued at $37,000 after acquiring an additional 923 shares during the period. Versant Capital Management Inc raised its position in Knight-Swift Transportation by 111.3% during the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock worth $37,000 after acquiring an additional 493 shares during the period. MMA Asset Management LLC purchased a new position in Knight-Swift Transportation during the third quarter valued at $41,000. Finally, Employees Retirement System of Texas acquired a new stake in shares of Knight-Swift Transportation in the second quarter valued at about $58,000. Institutional investors and hedge funds own 88.77% of the company’s stock.

Trending Headlines about Knight-Swift Transportation

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

• Positive Sentiment: Management highlighted cost wins and active expense actions on the Q4 earnings call, which could support margins as freight demand softens. TipRanks: Knight‑Swift Earnings Call: Cost Wins, Cautious Outlook
• Positive Sentiment: Executives said capacity is returning to more normal levels, which could reduce volatility and improve utilization over coming quarters if demand stabilizes. MSN: Knight‑Swift outlines Q1 2026 adjusted EPS guidance
• Neutral Sentiment: Analyst reactions are mixed but modestly supportive: UBS and Susquehanna nudged targets higher (still neutral ratings), while Stephens and Stifel adjusted targets slightly down but kept positive stances — signaling no major consensus shift. Benzinga: Analyst Price Target Moves TickerReport: Stifel PT change
• Neutral Sentiment: The company set Q1 FY2026 adjusted EPS guidance at $0.28–$0.32 (midpoint ~$0.30), which provides forward visibility but sits slightly below the Street consensus (~$0.31), leaving limited near‑term upside to estimates. MSN: Q1 guidance coverage
• Negative Sentiment: Q4 results missed expectations: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. $1.90B expected. Management cited rising costs and weaker demand across key segments; the company posted a fourth‑quarter loss versus a year‑ago profit, pressuring near‑term earnings power. Zacks: KNX Q4 Earnings Miss WSJ: Softer revenue on lower truckload volumes
• Negative Sentiment: Market reaction was immediate: shares fell after the miss and cautious outlook, reflecting concern that volume weakness and cost pressure will weigh on near‑term profitability. Investing.com: Shares Drop After Q4 Miss

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.