Zacks Research Comments on Knight-Swift Transportation Holdings Inc.’s Q2 2026 Earnings (NYSE:KNX)

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) – Analysts at Zacks Research upped their Q2 2026 earnings per share (EPS) estimates for Knight-Swift Transportation in a research note issued to investors on Wednesday, September 25th. Zacks Research analyst S. Goswami now expects that the transportation company will post earnings of $0.70 per share for the quarter, up from their previous forecast of $0.64. The consensus estimate for Knight-Swift Transportation’s current full-year earnings is $1.10 per share. Zacks Research also issued estimates for Knight-Swift Transportation’s FY2026 earnings at $3.05 EPS.

KNX has been the topic of several other research reports. Wells Fargo & Company initiated coverage on Knight-Swift Transportation in a research report on Friday, June 7th. They set an “overweight” rating and a $56.00 target price on the stock. Wolfe Research cut Knight-Swift Transportation from an “outperform” rating to a “peer perform” rating in a research report on Thursday, July 11th. UBS Group cut their target price on Knight-Swift Transportation from $59.00 to $58.00 and set a “buy” rating on the stock in a research report on Tuesday, July 9th. Barclays lifted their target price on Knight-Swift Transportation from $57.00 to $62.00 and gave the company an “overweight” rating in a research report on Tuesday, August 20th. Finally, Susquehanna boosted their price objective on Knight-Swift Transportation from $45.00 to $48.00 and gave the stock a “neutral” rating in a research report on Thursday. One investment analyst has rated the stock with a sell rating, six have issued a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $57.00.

Knight-Swift Transportation Stock Up 2.5 %

Shares of NYSE:KNX opened at $54.05 on Monday. The stock has a market cap of $8.75 billion, a price-to-earnings ratio of 80.67, a PEG ratio of 1.47 and a beta of 0.93. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.24. Knight-Swift Transportation has a 12-month low of $45.55 and a 12-month high of $60.99. The business’s 50 day moving average is $52.24 and its 200 day moving average is $50.61.

Knight-Swift Transportation (NYSE:KNX) last released its quarterly earnings data on Wednesday, July 24th. The transportation company reported $0.24 EPS for the quarter, missing the consensus estimate of $0.27 by ($0.03). The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.83 billion. Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 1.98%. The company’s revenue was up 18.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.49 EPS.

Institutional Trading of Knight-Swift Transportation

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Commonwealth Equity Services LLC raised its stake in shares of Knight-Swift Transportation by 0.8% during the 2nd quarter. Commonwealth Equity Services LLC now owns 24,633 shares of the transportation company’s stock valued at $1,230,000 after purchasing an additional 196 shares during the period. United Services Automobile Association raised its stake in shares of Knight-Swift Transportation by 1.6% during the 2nd quarter. United Services Automobile Association now owns 12,770 shares of the transportation company’s stock valued at $637,000 after purchasing an additional 199 shares during the period. Brown Brothers Harriman & Co. increased its stake in Knight-Swift Transportation by 28.6% in the 2nd quarter. Brown Brothers Harriman & Co. now owns 900 shares of the transportation company’s stock worth $45,000 after acquiring an additional 200 shares during the last quarter. Sompo Asset Management Co. Ltd. increased its stake in Knight-Swift Transportation by 4.8% in the 4th quarter. Sompo Asset Management Co. Ltd. now owns 5,000 shares of the transportation company’s stock worth $288,000 after acquiring an additional 230 shares during the last quarter. Finally, MQS Management LLC increased its stake in Knight-Swift Transportation by 3.7% in the 2nd quarter. MQS Management LLC now owns 6,981 shares of the transportation company’s stock worth $348,000 after acquiring an additional 250 shares during the last quarter. 88.77% of the stock is currently owned by institutional investors.

Insider Activity

In other news, Chairman Kevin P. Knight sold 30,000 shares of the company’s stock in a transaction on Friday, August 2nd. The stock was sold at an average price of $50.33, for a total transaction of $1,509,900.00. Following the transaction, the chairman now owns 1,467,360 shares of the company’s stock, valued at approximately $73,852,228.80. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. In other news, Chairman Kevin P. Knight sold 30,000 shares of the company’s stock in a transaction on Friday, August 2nd. The stock was sold at an average price of $50.33, for a total transaction of $1,509,900.00. Following the transaction, the chairman now owns 1,467,360 shares of the company’s stock, valued at approximately $73,852,228.80. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael Garnreiter sold 2,000 shares of the company’s stock in a transaction on Tuesday, August 13th. The shares were sold at an average price of $50.57, for a total value of $101,140.00. Following the transaction, the director now directly owns 17,648 shares in the company, valued at approximately $892,459.36. The disclosure for this sale can be found here. Insiders have sold 85,196 shares of company stock valued at $4,367,869 in the last 90 days. Insiders own 3.00% of the company’s stock.

Knight-Swift Transportation Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, September 23rd. Stockholders of record on Friday, September 6th were given a dividend of $0.16 per share. The ex-dividend date was Friday, September 6th. This represents a $0.64 dividend on an annualized basis and a dividend yield of 1.18%. Knight-Swift Transportation’s dividend payout ratio is presently 95.52%.

About Knight-Swift Transportation

Knight-Swift Transportation Holdings Inc, together with its subsidiaries, provides freight transportation services in the United States and Mexico. The company operates through four segments: Truckload, Less-than-truckload (LTL), Logistics, and Intermodal. The Truckload segment provides transportation services, which include irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations.