Knight Transportation
KNX
Market cap $7.66B

47.29 USD

-0.93

1.93%

At close Jul 11, 4:00 PM EDT

After hours

47.29

+0.00

0.00%

1 day

-1.93%

5 days

1.31%

1 month

8.26%

3 months

18.58%

6 months

-12.80%

Year to date

-10.32%

1 year

-4.54%

5 years

13.24%

10 years

63.35%

About: Knight-Swift is the largest full-truckload carrier in the US, with a diversified transportation offering. Pro forma for the US Xpress deal, about 82% of revenue derives from Knight's asset-based trucking business, with full truckload (for-hire dry van, refrigerated, and dedicated contract) making up 69% and less than truckload 13%. Truck brokerage and other asset-light logistics services make up 9% of revenue, with intermodal near 6%. Knight's intermodal operations use the Class I railroads for the underlying movement of its shipping containers and include drayage (regional trucking services to and from inland intermodal ramps/terminals). The remainder of revenue reflects services offered to shippers and third-party truckers, including equipment maintenance and leasing.

Employees: 35,300

Industrials Trucking

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 13 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

675% more call options, than puts

Call options by funds: $98.5M | Put options by funds: $12.7M

26% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 90

3% more funds holding

Funds holding: 461 [Q4 2024] → 474 (+13) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 6 (+0) [Q1 2025]

3.35% less ownership

Funds ownership: 96.18% [Q4 2024] → 92.83% (-3.35%) [Q1 2025]

21% less capital invested

Capital invested by funds: $8.26B [Q4 2024] → $6.54B (-$1.73B) [Q1 2025]

24% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 174

See Fund Rankings

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$44

7%

downside

Avg. target

$52

10%

upside

High target

$65

37%

upside

13 analyst ratings

9 positive

69%

4 neutral

31%

0 negative

0%

Barclays Brandon Oglenski	16%upside $55	Overweight Maintained	10 Jul 2025
Citigroup Ariel Rosa	14%upside $54	Buy Maintained	9 Jul 2025
JP Morgan Brian Ossenbeck	5%downside $45	Neutral Maintained	8 Jul 2025
Baird Daniel Moore	16%upside $55	Outperform Reinstated	1 Jul 2025
Susquehanna Bascome Majors	10%upside $52	Positive Maintained	24 Jun 2025

See Analyst Rankings

Financial journalist opinion

Knight-Swift Transportation: Well-Diversified Business Model And Valuation Justify Buy Reiteration

Knight-Swift's diversified business model and prudent pricing strategies drive resilience despite oil price volatility, tariffs, and inflationary pressures. Stable LTL segment growth, efficient resource management, and improved liquidity underpin sustainable profitability and operational strength. Valuation remains attractive with the stock trading below historical averages and peers, offering a 12% upside potential and justified by robust margins.

Knight-Swift Transportation: Well-Diversified Business Model And Valuation Justify Buy Reiteration

Knight-Swift Transportation Holdings Inc. Announces Timing of Second Quarter 2025 Earnings Release and Related Conference Call

PHOENIX--(BUSINESS WIRE)--Knight-Swift Transportation Holdings Inc. (NYSE: KNX) ("Knight-Swift", the "Company", or "we") expects to release its 2025 second quarter earnings after market close on Wednesday, July 23, 2025. The Company will host a conference call from 5:30-6:30 p.m. EDT on the same date to discuss the financial results of the quarter and other matters following its earnings press release. An online, real-time webcast of the quarterly conference call will be available at investor.k.

Knight-Swift Transportation Holdings Inc. Announces Timing of Second Quarter 2025 Earnings Release and Related Conference Call

Why Goldman Sachs Suddenly Boosted These 3 Trucking Stocks

Most investors develop their own investment ideas so that they understand where and why the price action might impact their portfolio performance once a position is opened. However, sometimes, the market is too quiet or too noisy to always have a clear picture of what is happening behind the scenes.

Why Goldman Sachs Suddenly Boosted These 3 Trucking Stocks

Zacks Investment Research

Why Is Knight-Swift (KNX) Up 7.8% Since Last Earnings Report?

Knight-Swift (KNX) reported earnings 30 days ago. What's next for the stock?

Why Is Knight-Swift (KNX) Up 7.8% Since Last Earnings Report?

Wall Street is loading up on this stock; should you follow?

In a recent report, Goldman Sachs singled out some notable surprises among the companies that saw an uptick in hedge fund ownership.

Wall Street is loading up on this stock; should you follow?

Zacks Investment Research

Here's Why Investors Should Give Knight-Swift Stock a Miss Now

KNX is hurt by escalated operating expenses related to driver wages, equipment, maintenance, and other expenses.

Here's Why Investors Should Give Knight-Swift Stock a Miss Now

Knight-Swift Transportation Holdings Inc. Announces Quarterly Cash Dividend

PHOENIX--(BUSINESS WIRE)--Knight-Swift Transportation Holdings Inc. (NYSE: KNX) (the "Company" or "Knight-Swift") announced today that its board of directors ("the Board") has declared the Company's quarterly cash dividend of $0.18 per share of common stock. The Company's quarterly dividends are pursuant to a cash dividend policy approved by the Board. The actual declaration of future cash dividends, and the establishment of record and payment dates, is subject to final determination by the Boa.

Knight-Swift Transportation Holdings Inc. Announces Quarterly Cash Dividend

Zacks Investment Research

Knight-Swift Q1 Earnings & Revenues Beat Estimates, Improve Y/Y

KNX's first-quarter 2025 earnings and revenues improve year over year.

Knight-Swift Q1 Earnings & Revenues Beat Estimates, Improve Y/Y

Knight-Swift Transportation Holdings: Rating Downgrade On Poor Visibility Due To Macro Headwinds

I am downgrading Knight-Swift Transportation Holdings to a hold rating due to deteriorating macro conditions and reduced visibility on earnings and volumes. KNX's 1Q25 results showed strong margin recovery and operational progress, but revenue growth remains muted and macro uncertainty clouds the outlook. The TL segment shows signs of recovery with improved pricing and cost reductions, but volume declines and fleet size reductions pose risks.

Knight-Swift Transportation Holdings: Rating Downgrade On Poor Visibility Due To Macro Headwinds

Knight-Swift Transportation Holdings Inc. (KNX) Q1 2025 Earnings Call Transcript

Knight-Swift Transportation Holdings Inc. (NYSE:KNX ) Q1 2025 Earnings Conference Call April 23, 2025 5:30 PM ET Company Participants Brad Stewart - Treasurer & Senior Vice President, Investor Relations Adam Miller - Chief Executive Officer Andrew Hess - Chief Financial Officer Conference Call Participants Jonathan Chappell - Evercore ISI Brian Ossenbeck - JPMorgan Chase Ken Hoexter - Bank of America Tom Wadewitz - UBS Scott Group - Wolfe Research Daniel Imbro - Stephens Chris Wetherbee - Wells Fargo Ravi Shanker - Morgan Stanley Bascome Majors - Susquehanna Brandon Oglenski - Barclays Operator Good afternoon. My name is Aaron, and I will be your conference operator today.

Knight-Swift Transportation Holdings Inc. (KNX) Q1 2025 Earnings Call Transcript

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