Zacks Research Has Positive Forecast for KNX FY2026 Earnings

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) – Research analysts at Zacks Research upped their FY2026 EPS estimates for Knight-Swift Transportation in a research report issued on Wednesday, August 5th. Zacks Research analyst Team now forecasts that the transportation company will post earnings per share of $2.45 for the year, up from their prior forecast of $2.04. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Knight-Swift Transportation’s current full-year earnings is $2.42 per share. Zacks Research also issued estimates for Knight-Swift Transportation’s Q1 2027 earnings at $0.67 EPS.

KNX has been the subject of a number of other research reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Knight-Swift Transportation in a research note on Monday, July 13th. UBS Group lifted their target price on Knight-Swift Transportation from $79.00 to $94.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Citigroup upgraded shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and set a $90.00 price objective for the company in a research note on Thursday, July 9th. The Goldman Sachs Group boosted their price objective on shares of Knight-Swift Transportation from $65.00 to $86.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Finally, TD Cowen raised their target price on shares of Knight-Swift Transportation from $82.00 to $86.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Knight-Swift Transportation currently has a consensus rating of “Moderate Buy” and an average price target of $84.44.

Knight-Swift Transportation Trading Down 2.0%

Knight-Swift Transportation stock opened at $68.64 on Tuesday. The firm has a 50-day moving average of $75.10 and a 200-day moving average of $66.10. Knight-Swift Transportation has a one year low of $38.63 and a one year high of $82.86. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.88 and a quick ratio of 0.88. The company has a market cap of $11.17 billion, a price-to-earnings ratio of 264.01, a P/E/G ratio of 0.59 and a beta of 1.18.

Knight-Swift Transportation (NYSE:KNX) last announced 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. Knight-Swift Transportation had a net margin of 0.56% and a return on equity of 3.51%. The business had revenue of $2.10 billion during the quarter, compared to analysts’ expectations of $2.05 billion. During the same quarter in the prior year, the company posted $0.21 earnings per share. The firm’s revenue was up 12.6% on a year-over-year basis. Knight-Swift Transportation has set its Q3 2026 guidance at 0.710-0.770 EPS.

Institutional Trading of Knight-Swift Transportation

Several large investors have recently bought and sold shares of the business. Fifth Third Wealth Advisors LLC grew its position in Knight-Swift Transportation by 4.5% in the first quarter. Fifth Third Wealth Advisors LLC now owns 5,183 shares of the transportation company’s stock valued at $298,000 after acquiring an additional 222 shares during the last quarter. Fifth Third Bancorp boosted its position in Knight-Swift Transportation by 44.4% in the fourth quarter. Fifth Third Bancorp now owns 868 shares of the transportation company’s stock valued at $45,000 after buying an additional 267 shares in the last quarter. Blue Trust Inc. grew its stake in shares of Knight-Swift Transportation by 123.9% during the first quarter. Blue Trust Inc. now owns 544 shares of the transportation company’s stock worth $31,000 after buying an additional 301 shares during the last quarter. Public Employees Retirement System of Ohio increased its holdings in shares of Knight-Swift Transportation by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock worth $2,091,000 after buying an additional 306 shares in the last quarter. Finally, Parallel Advisors LLC increased its holdings in shares of Knight-Swift Transportation by 7.9% during the fourth quarter. Parallel Advisors LLC now owns 4,240 shares of the transportation company’s stock worth $222,000 after buying an additional 309 shares in the last quarter. 88.77% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Knight-Swift Transportation news, Director Reid Dove sold 50,000 shares of the company’s 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 sale, the director directly owned 169,154 shares in the company, valued at $11,883,068.50. This represents a 22.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Cary M. Flanagan sold 3,600 shares of the firm’s stock in a transaction on Friday, July 31st. The shares were sold at an average price of $70.82, for a total value of $254,952.00. Following the completion of the sale, the chief accounting officer directly owned 5,405 shares in the company, valued at approximately $382,782.10. This represents a 39.98% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 2.90% of the company’s stock.

Knight-Swift Transportation Announces Dividend

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

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.