Knight Transportation
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
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
379% more call options, than puts
Call options by funds: $192M | Put options by funds: $40M
38% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 39
23% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 152
20% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 6 (+1) [Q4]
2.9% more ownership
Funds ownership: 92.98% [Q3] → 95.88% (+2.9%) [Q4]
1% more funds holding
Funds holding: 454 [Q3] → 459 (+5) [Q4]
2% more capital invested
Capital invested by funds: $8.11B [Q3] → $8.24B (+$127M) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$45
14%
upside
Avg. target
$53
35%
upside
High target
$63
60%
upside
9 analyst ratings
6 positive
67%
3 neutral
33%
0 negative
0%
Stifel J. Bruce Chan 0% 1-year accuracy 0 / 36 met price target | 24%upside $49 | Hold Maintained | 14 Apr 2025 |
Benchmark Christopher Kuhn 39% 1-year accuracy 22 / 57 met price target | 60%upside $63 | Buy Reiterated | 14 Apr 2025 |
Raymond James David Hicks 25% 1-year accuracy 1 / 4 met price target | 40%upside $55 | Strong Buy Maintained | 11 Apr 2025 |
Goldman Sachs Jordan Alliger 38% 1-year accuracy 5 / 13 met price target | 14%upside $45 | Neutral Maintained | 10 Apr 2025 |
Citigroup Ariel Rosa 34% 1-year accuracy 17 / 50 met price target | 22%upside $48 | Buy Upgraded | 8 Apr 2025 |
Financial journalist opinion
Based on 5 articles about KNX published over the past 30 days
Positive
Zacks Investment Research
3 days ago
Knight-Swift Transportation Holdings (KNX) Reports Next Week: Wall Street Expects Earnings Growth
Knight-Swift (KNX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Negative
Zacks Investment Research
1 week ago
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, fuel and other expenses.
Neutral
Business Wire
2 weeks ago
Knight-Swift Transportation Implements Netradyne's Advanced Artificial Intelligence for Enhanced Fleet Safety
SAN DIEGO--(BUSINESS WIRE)-- #AI--Netradyne, an industry-leading SaaS provider of artificial intelligence (AI) and edge computing, today announced its partnership with the industry's largest full truckload carrier, Knight-Swift Transportation Holdings Inc. (NYSE: KNX) ("Knight-Swift" or the “Company”), to provide 15,500 Knight and Swift trucks with Driver•i D-450 and D-215 fleet safety dash cameras. “At Knight Transportation and Swift Transportation, safety is a foundational value and prerequisite fo.
Negative
Benzinga
2 weeks ago
Knight-Swift Faces Pressure With Lack Of Freight Flows Amid Tariffs, Analyst Downgrades Stock
BofA Securities analyst Ken Hoexter downgraded the shares of Knight-Swift Transportation Holdings Inc KNX on Tuesday from Buy to Neutral and lowered the price forecast from $66.00 to $46.00.
Neutral
Business Wire
2 weeks ago
Knight-Swift Transportation Holdings Inc. Announces Timing of First 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 first quarter earnings after market close on Wednesday, April 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.
Neutral
Business Wire
1 month ago
Knight-Swift Transportation Holdings Inc. Announces Appointment of Douglas Col to Board of Directors
PHOENIX--(BUSINESS WIRE)--Knight-Swift Transportation Holdings Inc. (NYSE: KNX) (the "Company" or "Knight-Swift") announced today that Douglas Col has joined Knight-Swift's Board of Directors (the "Board") effective March 13, 2025. Mr. Col will serve until the 2025 annual meeting of stockholders. Mr. Col was also appointed to the Finance Committee and the Nominating and Corporate Governance Committee of the Board. Mr. Col, 60, served as Executive Vice President and Chief Financial Officer of Sa.
Positive
Seeking Alpha
1 month ago
Knight-Swift Transportation: Time To Buy Some
Knight-Swift Transportation, Inc. maintains stable profitability despite weaker revenues due to operational efficiency and prudent pricing strategies. The company boasts excellent liquidity, young tractors and trailers, and strategic capacity changes, positioning it well for market recovery and potential expansion. E-commerce growth and potential delays in OPEC oil supply hikes could bolster demand and fuel surcharge revenues for KNX.
Positive
Seeking Alpha
1 month ago
31 Upcoming Dividend Increases, Including 3 Kings
This week sees 31 dividend increases, including three Dividend Kings: Genuine Parts, Commerce Bancshares, and Kimberly-Clark, showcasing impressive financial stability and growth. My investment strategy prioritizes companies with consistently rising dividends and outperforming benchmarks, aiming for long-term wealth accumulation and portfolio prosperity. I use data from the "U.S. Dividend Champions" spreadsheet and NASDAQ to identify companies with at least five years of dividend growth.
Negative
Zacks Investment Research
1 month ago
Why Is Knight-Swift (KNX) Down 7.2% Since Last Earnings Report?
Knight-Swift (KNX) reported earnings 30 days ago. What's next for the stock?
Neutral
Business Wire
2 months ago
Knight-Swift Transportation Holdings Inc. Announces an Increase in 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, which is a $0.02 increase from the Company's existing quarterly dividend of $0.16 per share of common stock. The Company has raised its quarterly dividend annually for six consecutive years for a 200% overall increase. The Company's quarter.
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