James Fitzsimmons Sells 5,917 Shares of Knight-Swift Transportation (NYSE:KNX) Stock

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) COO James Fitzsimmons sold 5,917 shares of the business’s stock in a transaction 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 transaction, the chief operating officer directly owned 8,716 shares of the company’s stock, valued at approximately $477,375.32. This represents a 40.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Knight-Swift Transportation Price Performance

NYSE:KNX traded down $1.03 during mid-day trading on Thursday, hitting $59.13. The company’s stock had a trading volume of 2,030,090 shares, compared to its average volume of 3,601,539. The company has a market capitalization of $9.60 billion, a price-to-earnings ratio of 144.23, a P/E/G ratio of 0.88 and a beta of 1.15. The company has a current ratio of 0.86, a quick ratio of 1.33 and a debt-to-equity ratio of 0.30. The stock has a fifty day moving average of $53.98 and a 200-day moving average of $47.01. Knight-Swift Transportation Holdings Inc. has a fifty-two week low of $36.69 and a fifty-two week high of $61.28.

Knight-Swift Transportation (NYSE:KNX) last announced its quarterly earnings data on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.05). Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. The firm had revenue of $1.86 billion during the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter in the previous year, the business posted $0.36 earnings per share. The firm’s quarterly revenue was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. As a group, equities analysts forecast that Knight-Swift Transportation Holdings Inc. will post 2.13 EPS for the current fiscal year.

Hedge Funds Weigh In On Knight-Swift Transportation

A number of institutional investors have recently modified their holdings of the stock. Fifth Third Bancorp lifted its stake in Knight-Swift Transportation by 44.4% in the 4th quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock worth $45,000 after purchasing an additional 267 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in shares of 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 valued at $35,000 after buying an additional 828 shares in the last quarter. SJS Investment Consulting Inc. boosted its holdings 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 purchasing an additional 923 shares in the last quarter. Versant Capital Management Inc lifted its stake in shares of Knight-Swift Transportation by 111.3% in the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 493 shares during the period. Finally, Farther Finance Advisors LLC increased its position in shares of Knight-Swift Transportation by 54.2% in the fourth quarter. Farther Finance Advisors LLC now owns 956 shares of the transportation company’s stock valued at $50,000 after buying an additional 336 shares in the last quarter. Hedge funds and other institutional investors own 88.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on KNX shares. UBS Group upped their price target on Knight-Swift Transportation from $51.00 to $54.00 and gave the stock a “neutral” rating in a research note on Thursday, January 22nd. Susquehanna raised their price objective on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a “neutral” rating in a report on Thursday, January 22nd. Morgan Stanley boosted their target price on Knight-Swift Transportation from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. Wells Fargo & Company lifted their price target on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 6th. Finally, Bank of America upgraded shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $41.00 to $50.00 in a report on Thursday, October 16th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $60.00.

Knight-Swift Transportation News Roundup

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

• Positive Sentiment: Yahoo Finance argues Knight‑Swift’s soft earnings aren’t necessarily a long‑term problem and suggests some of the weakness may be transitory, which could limit downside if investors focus on recovery signs. Knight‑Swift Transportation Holdings’ (NYSE:KNX) Soft Earnings Are Actually Better Than They Appear
• Neutral Sentiment: Zacks Research retains a “Hold” rating on KNX and still projects multi‑year earnings growth (Zacks’ FY2027 at ~$3.04 and FY2028 at ~$4.32), implying analysts expect recovery over the medium term even after near‑term cuts.
• Negative Sentiment: Zacks cut multiple near‑term EPS estimates on Feb. 4: Q1 2026 lowered from $0.35 to $0.30, Q3 2026 from $0.56 to $0.52, Q4 2026 from $0.64 to $0.60, and FY2026 from $2.01 to $1.89 — reducing near‑term earnings expectations.
• Negative Sentiment: Zacks also trimmed 2027 quarterly estimates (Q1 2027 $0.61→$0.47, Q2 2027 $0.76→$0.70, Q3 2027 $1.03→$0.94) and lowered FY2027 from ~$3.42 to ~$3.04, signaling softer recovery than previously modeled.
• Negative Sentiment: Recent reported Q4 results (Jan. 21) missed consensus: EPS $0.31 vs. $0.36 expected and revenue $1.86B vs. $1.90B expected; management set Q1 2026 guidance at $0.280–$0.320, which is modest and reinforces near‑term caution.

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.