Key Points
- CFO Joshua Smith sold 5,770 shares on Feb. 26 at an average price of $60.91 for total proceeds of $351,450.70, reducing his stake by 38.51% to 9,214 shares (≈$561,224.74) per an SEC filing.
- Knight‑Swift missed Q4 estimates with $0.31 EPS (vs. $0.36 expected) and $1.86B revenue (vs. $1.90B expected), and set Q1 2026 guidance of $0.280–$0.320 per share.
- The company raised its quarterly dividend to $0.20 (annualized $0.80) for a ~1.3% yield, up from $0.18, while the dividend payout ratio stands at 175.61%.
Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Get Free Report) CFO Joshua Smith sold 5,770 shares of the company's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $60.91, for a total value of $351,450.70. Following the completion of the sale, the chief financial officer directly owned 9,214 shares in the company, valued at approximately $561,224.74. The trade was a 38.51% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.
Knight-Swift Transportation Stock Performance
NYSE KNX opened at $62.83 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.30. Knight-Swift Transportation Holdings Inc. has a fifty-two week low of $36.69 and a fifty-two week high of $62.98. The business has a fifty day moving average of $57.14 and a 200-day moving average of $48.98. The stock has a market cap of $10.21 billion, a price-to-earnings ratio of 153.25, a price-to-earnings-growth ratio of 0.91 and a beta of 1.15.
Knight-Swift Transportation (NYSE:KNX - Get Free Report) last posted 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). Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The company had revenue of $1.86 billion for the quarter, compared to analysts' expectations of $1.90 billion. During the same quarter in the prior year, the business posted $0.36 EPS. The company's revenue for the quarter was down .4% compared to the same quarter last year. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. As a group, analysts predict that Knight-Swift Transportation Holdings Inc. will post 2.13 earnings per share for the current fiscal year.
Knight-Swift Transportation Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Friday, March 6th will be paid a dividend of $0.20 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Knight-Swift Transportation's previous quarterly dividend of $0.18. Knight-Swift Transportation's dividend payout ratio is currently 175.61%.
Analyst Upgrades and Downgrades
KNX has been the subject of a number of recent analyst reports. Morgan Stanley boosted their target price on shares of Knight-Swift Transportation from $67.00 to $70.00 and gave the company an "overweight" rating in a report on Monday, December 8th. JPMorgan Chase & Co. boosted their price objective on shares of Knight-Swift Transportation from $49.00 to $61.00 and gave the company a "neutral" rating in a research note on Monday, January 12th. Wells Fargo & Company increased their target price on Knight-Swift Transportation from $58.00 to $60.00 and gave the stock an "overweight" rating in a research report on Tuesday, January 6th. Zacks Research upgraded Knight-Swift Transportation from a "strong sell" rating to a "hold" rating in a research note on Wednesday, December 3rd. Finally, TD Cowen lifted their price objective on Knight-Swift Transportation from $53.00 to $60.00 and gave the company a "buy" rating in a research note on Tuesday, December 9th. 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 given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $60.00.
Read Our Latest Research Report on KNX
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in the stock. Clearstead Advisors LLC raised its stake in Knight-Swift Transportation by 134.6% during the fourth quarter. Clearstead Advisors LLC now owns 671 shares of the transportation company's stock valued at $35,000 after buying an additional 385 shares in the last quarter. Caitong International Asset Management Co. Ltd increased 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 valued at $35,000 after acquiring an additional 828 shares during the last quarter. SJS Investment Consulting Inc. raised its position in shares of Knight-Swift Transportation by 7,100.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company's stock valued at $37,000 after acquiring an additional 923 shares in the last quarter. Versant Capital Management Inc raised its position in shares of Knight-Swift Transportation by 111.3% during the 3rd quarter. Versant Capital Management Inc now owns 936 shares of the transportation company's stock valued at $37,000 after acquiring an additional 493 shares in the last quarter. Finally, Los Angeles Capital Management LLC bought a new position in Knight-Swift Transportation during the fourth quarter worth $39,000. 88.77% of the stock is currently owned by institutional investors.
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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