Insider Selling: Knight-Swift Transportation (NYSE:KNX) EVP Sells $75,661.41 in Stock

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) EVP Michael Liu sold 1,243 shares of Knight-Swift Transportation stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $60.87, for a total value of $75,661.41. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Knight-Swift Transportation Stock Up 1.9%

KNX opened at $60.27 on Friday. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.86 and a quick ratio of 1.33. Knight-Swift Transportation Holdings Inc. has a 12 month low of $36.69 and a 12 month high of $61.28. The stock has a market capitalization of $9.78 billion, a P/E ratio of 147.00, a P/E/G ratio of 0.89 and a beta of 1.15. The business has a 50 day simple moving average of $54.53 and a 200-day simple moving average of $47.22.

Knight-Swift Transportation (NYSE:KNX) last announced its quarterly earnings data on Wednesday, January 21st. The transportation company reported $0.31 earnings per share for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.05). Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The business had revenue of $1.86 billion for the quarter, compared to analyst estimates of $1.90 billion. During the same period in the prior year, the company earned $0.36 EPS. The company’s 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. On average, equities analysts anticipate that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have commented on KNX shares. Weiss Ratings upgraded Knight-Swift Transportation from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, December 29th. Susquehanna increased their price target on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the company a “neutral” rating in a research report on Thursday, January 22nd. Raymond James Financial lifted their price objective on Knight-Swift Transportation from $55.00 to $59.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, October 14th. JPMorgan Chase & Co. upped their target price on Knight-Swift Transportation from $49.00 to $61.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Finally, Bank of America raised Knight-Swift Transportation from a “neutral” rating to a “buy” rating and raised their price target for the stock from $41.00 to $50.00 in a research report on Thursday, October 16th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, Knight-Swift Transportation presently has an average rating of “Moderate Buy” and a consensus target price of $60.00.

Institutional Investors Weigh In On Knight-Swift Transportation

Several hedge funds have recently modified their holdings of the stock. Fifth Third Bancorp boosted its holdings in shares of Knight-Swift Transportation by 44.4% in the 4th quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock valued at $45,000 after purchasing an additional 267 shares during the last quarter. Caitong International Asset Management Co. Ltd raised 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 worth $35,000 after purchasing an additional 828 shares during the period. SJS Investment Consulting Inc. lifted its stake in shares of 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 3rd 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 in the last quarter. Finally, Farther Finance Advisors LLC grew its holdings in shares of Knight-Swift Transportation by 54.2% during the 4th quarter. Farther Finance Advisors LLC now owns 956 shares of the transportation company’s stock worth $50,000 after purchasing an additional 336 shares during the period. 88.77% of the stock is owned by institutional investors and hedge funds.

Key Knight-Swift Transportation News

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

• Positive Sentiment: Citi reaffirmed its rating (neutral) and set a $64 price target, giving investors an explicit upside reference that can support buying interest. Finviz
• Positive Sentiment: Zacks Research raised its Q2 2026 EPS estimate to $0.48 (from $0.46), a small but constructive near‑term revision that can lift quarter‑specific expectations. MarketBeat Zacks note
• Positive Sentiment: Brokerage consensus coverage referenced by AmericanBankingNews shows a “Moderate Buy” takeaway, which may attract momentum buyers and support sentiment. AmericanBankingNews
• Positive Sentiment: A Yahoo Finance piece argues the recent soft quarter may be less damaging than headlines suggest, a narrative that can limit downside after the January earnings miss. Yahoo Finance
• Neutral Sentiment: Institutional ownership remains high (around ~89%), and recent small position changes by some funds are unlikely to move shares materially in isolation but reflect ongoing institutional interest. MarketBeat
• Negative Sentiment: Zacks issued a series of downward revisions to multiple quarters and trimmed FY2026 and FY2027 EPS forecasts (FY2026 to $1.89, FY2027 to $3.04), flagging weaker near‑term profit outlook and raising execution risk. MarketBeat Zacks notes
• Negative Sentiment: Insider selling: COO James L. Fitzsimmons sold 5,917 shares (reducing his position ~40%) and EVP Michael K. Liu sold 1,243 shares; material insider dispositions can weigh on sentiment even if driven by personal liquidity or tax planning. SEC filing (Fitzsimmons) SEC filing (Liu)
• Negative Sentiment: January quarter missed consensus (EPS and revenue) and revenue was slightly down year‑over‑year — the earnings miss remains a baseline risk until upcoming quarterly cadence confirms improvement. MarketBeat earnings summary

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.