Key Points
- Kevin Knight sold 30,000 shares at an average price of $61 for a total of $1.83M, trimming his stake by 2.25% to 1,305,347 shares valued at about $79.6M.
- Knight‑Swift missed Q4 estimates, reporting $0.31 EPS versus $0.36 expected and $1.86B revenue versus $1.90B, and set Q1 2026 guidance of $0.280–$0.320 EPS while analysts expect ~$2.13 EPS for the fiscal year.
- Dividend increased to $0.20 quarterly (annualized $0.80, ~1.4% yield) from $0.18, though the payout ratio is unusually high at around 175.6%.
Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Get Free Report) Chairman Kevin Knight sold 30,000 shares of the company's stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $61.00, for a total value of $1,830,000.00. Following the completion of the transaction, the chairman directly owned 1,305,347 shares of the company's stock, valued at $79,626,167. The trade was a 2.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link.
Knight-Swift Transportation Trading Down 4.1%
Shares of KNX stock opened at $59.18 on Tuesday. The stock's fifty day moving average is $56.49 and its two-hundred day moving average is $48.53. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $9.61 billion, a P/E ratio of 144.34, a PEG ratio of 0.91 and a beta of 1.15. Knight-Swift Transportation Holdings Inc. has a fifty-two week low of $36.69 and a fifty-two week high of $62.63.
Knight-Swift Transportation (NYSE:KNX - Get Free Report) last released 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). The business had revenue of $1.86 billion during the quarter, compared to analyst estimates of $1.90 billion. Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. The company's revenue was down .4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.36 earnings per share. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Research analysts expect that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current fiscal year.
Knight-Swift Transportation Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, March 23rd. Investors of record on Friday, March 6th will be issued a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a yield of 1.4%. This is a boost from Knight-Swift Transportation's previous quarterly dividend of $0.18. The ex-dividend date is Friday, March 6th. Knight-Swift Transportation's dividend payout ratio (DPR) is 175.61%.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Wellington Management Group LLP grew its position in Knight-Swift Transportation by 23.6% in 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. Victory Capital Management Inc. boosted its stake in Knight-Swift Transportation by 0.9% in the 3rd quarter. Victory Capital Management Inc. now owns 8,496,137 shares of the transportation company's stock worth $335,682,000 after purchasing an additional 76,342 shares during the period. Dimensional Fund Advisors LP boosted its position in shares of Knight-Swift Transportation by 1.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 8,397,338 shares of the transportation company's stock worth $439,016,000 after buying an additional 129,651 shares during the period. Allspring Global Investments Holdings LLC increased its holdings in shares of Knight-Swift Transportation by 7.2% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 4,676,422 shares of the transportation company's stock valued at $244,250,000 after purchasing an additional 315,192 shares during the period. Finally, Ensign Peak Advisors Inc grew its position in Knight-Swift Transportation by 50.4% during the fourth quarter. Ensign Peak Advisors Inc now owns 2,939,212 shares of the transportation company's stock valued at $153,662,000 after purchasing an additional 984,422 shares in the last quarter. 88.77% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several analysts have recently weighed in on KNX shares. Stifel Nicolaus reduced their target price on Knight-Swift Transportation from $63.00 to $61.00 and set a "buy" rating for the company in a report on Thursday, January 22nd. Weiss Ratings cut Knight-Swift Transportation from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday. TD Cowen boosted their price target on Knight-Swift Transportation from $53.00 to $60.00 and gave the stock a "buy" rating in a research note on Tuesday, December 9th. Barclays increased their price objective on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the company an "overweight" rating in a research note on Thursday, January 15th. Finally, Wells Fargo & Company boosted their target price on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the company an "overweight" rating in a research note on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $60.00.
View Our Latest Stock Analysis on Knight-Swift Transportation
Knight-Swift Transportation Company Profile
(
Get Free Report)
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.
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