Zacks Research Has Negative Outlook for KNX Q1 Earnings

Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Free Report) - Stock analysts at Zacks Research dropped their Q1 2025 EPS estimates for Knight-Swift Transportation in a note issued to investors on Wednesday, February 5th. Zacks Research analyst S. Goswami now forecasts that the transportation company will earn $0.29 per share for the quarter, down from their prior estimate of $0.33. The consensus estimate for Knight-Swift Transportation's current full-year earnings is $2.13 per share. Zacks Research also issued estimates for Knight-Swift Transportation's Q2 2025 earnings at $0.48 EPS, Q3 2025 earnings at $0.62 EPS, Q4 2025 earnings at $0.69 EPS, FY2025 earnings at $2.09 EPS, Q1 2026 earnings at $0.61 EPS, Q2 2026 earnings at $0.73 EPS, Q3 2026 earnings at $0.89 EPS, Q4 2026 earnings at $0.98 EPS, FY2026 earnings at $3.21 EPS and FY2027 earnings at $5.72 EPS.

Several other analysts also recently commented on the company. Bank of America increased their target price on Knight-Swift Transportation from $61.00 to $63.00 and gave the company a "buy" rating in a research note on Thursday, January 16th. Susquehanna raised Knight-Swift Transportation from a "neutral" rating to a "positive" rating and raised their target price for the stock from $48.00 to $67.00 in a report on Friday, January 3rd. Barclays increased their target price on Knight-Swift Transportation from $62.00 to $68.00 and gave the stock an "overweight" rating in a research report on Wednesday, November 13th. Morgan Stanley dropped their price objective on shares of Knight-Swift Transportation from $72.00 to $70.00 and set an "overweight" rating for the company in a report on Thursday, October 24th. Finally, Raymond James boosted their target price on shares of Knight-Swift Transportation from $62.00 to $66.00 and gave the stock a "strong-buy" rating in a report on Thursday, January 23rd. One investment analyst has rated the stock with a sell rating, seven have given a hold rating, nine have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, Knight-Swift Transportation presently has a consensus rating of "Moderate Buy" and a consensus price target of $59.38.

Knight-Swift Transportation Stock Up 0.3 %

Shares of NYSE:KNX traded up $0.14 on Friday, hitting $54.33. 659,184 shares of the company traded hands, compared to its average volume of 2,156,573. The stock has a 50 day simple moving average of $55.12 and a 200-day simple moving average of $53.99. The company has a market cap of $8.80 billion, a PE ratio of 74.41 and a beta of 0.99. Knight-Swift Transportation has a 52 week low of $45.55 and a 52 week high of $61.51. The company has a quick ratio of 1.01, a current ratio of 0.85 and a debt-to-equity ratio of 0.30.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last posted its quarterly earnings data on Wednesday, January 22nd. The transportation company reported $0.36 earnings per share for the quarter, beating analysts' consensus estimates of $0.33 by $0.03. Knight-Swift Transportation had a return on equity of 2.43% and a net margin of 1.59%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Franklin Resources Inc. purchased a new stake in Knight-Swift Transportation during the 3rd quarter valued at about $70,185,000. Victory Capital Management Inc. grew its holdings in shares of Knight-Swift Transportation by 6.8% during the 4th quarter. Victory Capital Management Inc. now owns 7,980,109 shares of the transportation company's stock worth $423,265,000 after purchasing an additional 506,491 shares during the period. Fortitude Family Office LLC acquired a new stake in shares of Knight-Swift Transportation during the third quarter valued at about $26,775,000. Allspring Global Investments Holdings LLC boosted its position in shares of Knight-Swift Transportation by 13.0% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 4,075,449 shares of the transportation company's stock worth $219,870,000 after purchasing an additional 467,647 shares during the period. Finally, Nuance Investments LLC boosted its position in shares of Knight-Swift Transportation by 74.5% during the third quarter. Nuance Investments LLC now owns 929,083 shares of the transportation company's stock worth $50,124,000 after buying an additional 396,607 shares during the period. 88.77% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Knight-Swift Transportation

In related news, Director Ploeg David Vander sold 500 shares of Knight-Swift Transportation stock in a transaction that occurred on Thursday, November 14th. The stock was sold at an average price of $57.10, for a total transaction of $28,550.00. Following the completion of the transaction, the director now directly owns 30,729 shares in the company, valued at approximately $1,754,625.90. This trade represents a 1.60 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman Kevin P. Knight sold 29,779 shares of the stock in a transaction on Wednesday, November 13th. The stock was sold at an average price of $57.19, for a total transaction of $1,703,061.01. The disclosure for this sale can be found here. 3.00% of the stock is currently owned by corporate insiders.

Knight-Swift Transportation Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 23rd. Shareholders of record on Friday, December 6th were paid a $0.16 dividend. The ex-dividend date of this dividend was Friday, December 6th. This represents a $0.64 annualized dividend and a yield of 1.18%. Knight-Swift Transportation's dividend payout ratio (DPR) is 87.67%.

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.