Analysts Set Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Target Price at $84.44

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) has been assigned an average rating of “Moderate Buy” from the twenty brokerages that are covering the company, Marketbeat Ratings reports. Three investment analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have issued a strong buy rating on the company. The average 1-year price target among brokers that have covered the stock in the last year is $84.4444.

KNX has been the subject of a number of recent research reports. UBS Group raised their target price on Knight-Swift Transportation from $79.00 to $94.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Knight-Swift Transportation in a research report on Monday, July 13th. Citizens Jmp initiated coverage on shares of Knight-Swift Transportation in a research report on Wednesday, July 15th. They set a “market outperform” rating and a $90.00 price target for the company. Wall Street Zen raised Knight-Swift Transportation from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Finally, Susquehanna raised their target price on shares of Knight-Swift Transportation from $90.00 to $96.00 and gave the stock a “positive” rating in a research report on Thursday, July 23rd.

Knight-Swift Transportation Stock Down 2.2%

Knight-Swift Transportation stock opened at $69.26 on Friday. Knight-Swift Transportation has a fifty-two week low of $38.63 and a fifty-two week high of $82.86. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.88 and a current ratio of 0.88. The firm’s 50-day simple moving average is $75.39 and its 200 day simple moving average is $65.91. The stock has a market cap of $11.25 billion, a PE ratio of 266.40, a price-to-earnings-growth ratio of 0.60 and a beta of 1.18.

Knight-Swift Transportation (NYSE:KNX) last posted its earnings results on Wednesday, July 22nd. The transportation company reported $0.63 EPS for the quarter, topping the consensus estimate of $0.51 by $0.12. The firm had revenue of $2.10 billion for the quarter, compared to analysts’ expectations of $2.05 billion. Knight-Swift Transportation had a net margin of 0.56% and a return on equity of 3.51%. The company’s quarterly revenue was up 12.6% compared to the same quarter last year. During the same quarter last year, the firm earned $0.21 EPS. Knight-Swift Transportation has set its Q3 2026 guidance at 0.710-0.770 EPS. Research analysts predict that Knight-Swift Transportation will post 2.42 EPS for the current fiscal year.

Knight-Swift Transportation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 21st. Investors of record on Friday, September 4th will be paid a dividend of $0.20 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.80 annualized dividend and a yield of 1.2%. Knight-Swift Transportation’s payout ratio is presently 307.69%.

Insiders Place Their Bets

In other Knight-Swift Transportation news, Director Reid Dove sold 50,000 shares of Knight-Swift Transportation stock in a transaction on Friday, July 31st. The stock was sold at an average price of $70.25, for a total transaction of $3,512,500.00. Following the completion of the transaction, the director owned 169,154 shares in the company, valued at approximately $11,883,068.50. The trade was a 22.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Cary M. Flanagan sold 3,600 shares of the company’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $70.82, for a total transaction of $254,952.00. Following the completion of the transaction, the chief accounting officer owned 5,405 shares in the company, valued at approximately $382,782.10. The trade was a 39.98% decrease in their position. The disclosure for this sale is available in the SEC filing. 2.90% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Knight-Swift Transportation

A number of institutional investors have recently bought and sold shares of KNX. Wellington Management Group LLP grew its holdings in Knight-Swift Transportation by 23.6% during the 4th quarter. Wellington Management Group LLP now owns 12,918,523 shares of the transportation company’s stock valued at $675,380,000 after buying an additional 2,468,293 shares in the last quarter. Invesco Ltd. increased its stake in Knight-Swift Transportation by 513.6% in the 4th quarter. Invesco Ltd. now owns 2,416,865 shares of the transportation company’s stock worth $126,354,000 after buying an additional 2,022,996 shares during the period. Norges Bank purchased a new stake in Knight-Swift Transportation in the fourth quarter worth about $92,070,000. Balyasny Asset Management L.P. boosted its stake in shares of Knight-Swift Transportation by 269.7% during the third quarter. Balyasny Asset Management L.P. now owns 2,231,439 shares of the transportation company’s stock valued at $88,164,000 after purchasing an additional 1,627,791 shares in the last quarter. Finally, Pzena Investment Management LLC purchased a new stake in Knight-Swift Transportation during the fourth quarter valued at approximately $66,151,000. 88.77% of the stock is owned by institutional investors.

More Knight-Swift Transportation News

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

• Positive Sentiment: The board declared a quarterly cash dividend of $0.20 per share, payable September 21 to shareholders of record on September 4. The dividend implies approximately $0.80 in annual payments and a yield of about 1.2%, providing ongoing income support for investors. Knight Transportation Declares Quarterly Cash Dividend for Shareholders
• Neutral Sentiment: Zacks Research maintained a Hold rating on KNX. Its full-year current earnings consensus remains $2.42 per share, suggesting analysts are not broadly changing their rating despite weaker forecasts for several future periods. Knight-Swift Transportation stock information
• Negative Sentiment: Zacks Research reduced its EPS estimates across multiple periods: Q3 2026 to $0.53 from $0.57, Q4 2026 to $0.56 from $0.71, Q2 2027 to $0.60 from $0.73, Q4 2027 to $0.79 from $0.98, Q2 2028 to $0.83 from $0.89, and fiscal 2028 to $3.99 from $4.27. The repeated downward revisions point to more cautious expectations for Knight-Swift’s profitability and are likely the primary source of downward pressure on the shares.

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.