Key Points
- CAO Kelly Benton sold 800 shares of Saia at an average price of $389 for $311,200, reducing her stake by 20.22% to 3,157 shares (≈$1.23M value).
- The sale is part of a broader cluster of insider dispositions by senior executives that generated roughly $6M in disclosed proceeds, a trend that could weigh on investor sentiment.
- Saia reported Q4 EPS $1.77 (missed the $1.90 consensus) while revenue of $789.95M beat estimates; analysts’ consensus rating is "Hold" with a $379.11 target price.
Saia, Inc. (NASDAQ:SAIA - Get Free Report) CAO Kelly Benton sold 800 shares of Saia stock in a transaction on Friday, February 13th. The stock was sold at an average price of $389.00, for a total transaction of $311,200.00. Following the completion of the sale, the chief accounting officer owned 3,157 shares of the company's stock, valued at approximately $1,228,073. This trade represents a 20.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.
Saia Trading Up 0.9%
NASDAQ:SAIA opened at $388.35 on Wednesday. The company has a market cap of $10.35 billion, a PE ratio of 40.79, a P/E/G ratio of 2.06 and a beta of 2.09. The business's 50 day moving average is $355.36 and its two-hundred day moving average is $317.56. The company has a quick ratio of 1.68, a current ratio of 1.64 and a debt-to-equity ratio of 0.06. Saia, Inc. has a 52 week low of $229.12 and a 52 week high of $507.39.
Saia (NASDAQ:SAIA - Get Free Report) last released its earnings results on Tuesday, February 10th. The transportation company reported $1.77 earnings per share for the quarter, missing the consensus estimate of $1.90 by ($0.13). Saia had a net margin of 7.89% and a return on equity of 9.86%. The business had revenue of $789.95 million for the quarter, compared to the consensus estimate of $773.82 million. During the same quarter in the previous year, the firm earned $2.84 EPS. The firm's revenue for the quarter was up .1% on a year-over-year basis. On average, analysts predict that Saia, Inc. will post 15.46 EPS for the current year.
Institutional Trading of Saia
Several large investors have recently added to or reduced their stakes in the business. Quarry LP boosted its holdings in Saia by 8,400.0% in the fourth quarter. Quarry LP now owns 85 shares of the transportation company's stock worth $28,000 after purchasing an additional 84 shares in the last quarter. State of Wyoming bought a new position in shares of Saia in the 3rd quarter valued at approximately $30,000. Los Angeles Capital Management LLC acquired a new stake in Saia in the 4th quarter worth approximately $36,000. Parkside Financial Bank & Trust boosted its position in Saia by 177.5% during the second quarter. Parkside Financial Bank & Trust now owns 111 shares of the transportation company's stock worth $30,000 after purchasing an additional 71 shares during the period. Finally, Torren Management LLC acquired a new position in Saia during the fourth quarter valued at approximately $40,000.
Wall Street Analyst Weigh In
Several research analysts have commented on SAIA shares. TD Cowen restated a "hold" rating on shares of Saia in a research report on Friday, January 9th. JPMorgan Chase & Co. boosted their price target on shares of Saia from $349.00 to $365.00 and gave the stock an "overweight" rating in a research report on Monday, January 12th. Citigroup raised their target price on Saia from $431.00 to $442.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Benchmark lifted their price target on shares of Saia from $360.00 to $400.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. Finally, Evercore set a $435.00 price target on Saia in a research note on Wednesday, February 11th. Nine equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Saia presently has a consensus rating of "Hold" and a consensus target price of $379.11.
View Our Latest Stock Report on SAIA
Key Headlines Impacting Saia
Here are the key news stories impacting Saia this week:
- Positive Sentiment: Company highlighted full‑year and Q4 2025 results and announced plans to expand its national LTL footprint — an initiative that could drive revenue and network density over time and helps explain the buying interest. Saia Highlights 2025 Results and National LTL Expansion
- Negative Sentiment: Cluster of insider sales by top executives may weigh on sentiment—CEO Frederick Holzgrefe sold 4,775 shares (~$1.86M), CFO Matthew Batteh sold a combined 2,026 shares (~$773k), VP Raymond Ramu sold 5,226 shares (~$2.03M), EVP Patrick Sugar sold 2,706 shares (~$1.05M) and CAO Kelly Benton sold 800 shares (~$311k). Total disclosed proceeds are roughly $6M; some sales reduced holdings by 17–59%. Investors will watch whether these are routine/planned diversification or signal concern. SEC filings: Ramu SEC Filing Sugar SEC Filing Benton SEC Filing Batteh SEC Filing Holzgrefe SEC Filing
Saia Company Profile
(
Get Free Report)
Saia, Inc is a publicly traded transportation company specializing in less-than-truckload (LTL) freight services across North America. Headquartered in Johns Creek, Georgia, the company focuses on the efficient movement of time-sensitive freight for a diverse customer base that spans retail, manufacturing, automotive, and healthcare industries. By leveraging a network of terminals and service centers, Saia provides tailored solutions designed to optimize supply chain performance.
The company's core offerings include regional, interregional, and national LTL shipping, supported by volumetric LTL and port intermodal services.
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