Knight-Swift Transportation (NYSE:KNX) Releases Quarterly Earnings Results, Misses Expectations By $0.06 EPS

Knight-Swift Transportation (NYSE:KNX) issued its quarterly earnings results on Wednesday. The transportation company reported $0.32 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.06), Zacks reports. Knight-Swift Transportation had a return on equity of 3.03% and a net margin of 2.22%.The company had revenue of $1.93 billion for the quarter, compared to analysts’ expectations of $1.91 billion. During the same quarter in the previous year, the business earned $0.34 EPS. The company’s revenue for the quarter was up 2.7% on a year-over-year basis. Knight-Swift Transportation updated its Q4 2025 guidance to 0.340-0.400 EPS.

Knight-Swift Transportation Stock Performance

Shares of NYSE KNX opened at $47.46 on Thursday. The firm has a fifty day moving average price of $42.83 and a 200-day moving average price of $43.08. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.89 and a quick ratio of 0.89. The stock has a market cap of $7.70 billion, a PE ratio of 46.53, a price-to-earnings-growth ratio of 0.82 and a beta of 1.14. Knight-Swift Transportation has a 1 year low of $36.69 and a 1 year high of $61.51.

Knight-Swift Transportation Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, September 22nd. Shareholders of record on Friday, September 5th were given a $0.18 dividend. The ex-dividend date was Friday, September 5th. This represents a $0.72 annualized dividend and a yield of 1.5%. Knight-Swift Transportation’s dividend payout ratio (DPR) is presently 70.59%.

Analysts Set New Price Targets

KNX has been the subject of a number of recent analyst reports. UBS Group lowered shares of Knight-Swift Transportation from a “buy” rating to a “neutral” rating and boosted their price target for the company from $46.00 to $51.00 in a research report on Friday, September 5th. Stifel Nicolaus raised shares of Knight-Swift Transportation from a “hold” rating to a “buy” rating and lowered their price objective for the company from $47.00 to $45.00 in a research note on Friday, October 3rd. TD Cowen upped their price objective on shares of Knight-Swift Transportation from $44.00 to $53.00 and gave the company a “buy” rating in a research note on Thursday. Barclays reduced their price target on shares of Knight-Swift Transportation from $55.00 to $50.00 and set an “overweight” rating on the stock in a research report on Thursday, October 2nd. Finally, Raymond James Financial boosted their price target on shares of Knight-Swift Transportation from $55.00 to $59.00 and gave the company a “strong-buy” rating in a research report on Tuesday, October 14th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $52.88.

Insiders Place Their Bets

In related news, EVP Michael K. Liu sold 3,420 shares of the firm’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $43.41, for a total transaction of $148,462.20. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Knight-Swift Transportation

A number of institutional investors and hedge funds have recently made changes to their positions in KNX. AQR Capital Management LLC grew its stake in shares of Knight-Swift Transportation by 36.5% in the 2nd quarter. AQR Capital Management LLC now owns 2,248,258 shares of the transportation company’s stock worth $99,440,000 after buying an additional 601,108 shares in the last quarter. Balyasny Asset Management L.P. grew its stake in shares of Knight-Swift Transportation by 1,741.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 603,648 shares of the transportation company’s stock worth $26,699,000 after buying an additional 570,874 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Knight-Swift Transportation by 57.7% in the 2nd quarter. Invesco Ltd. now owns 1,087,719 shares of the transportation company’s stock worth $48,110,000 after acquiring an additional 398,116 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of Knight-Swift Transportation by 54.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 765,156 shares of the transportation company’s stock worth $33,843,000 after acquiring an additional 269,771 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in Knight-Swift Transportation by 54.3% during the 2nd quarter. First Trust Advisors LP now owns 491,702 shares of the transportation company’s stock valued at $21,748,000 after buying an additional 172,956 shares in the last quarter. 88.77% of the stock is owned by hedge funds and other institutional investors.

Knight-Swift Transportation Company Profile

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.