Knight-Swift Transportation Holdings Inc. (NYSE:KNX) to Post Q2 2026 Earnings of $0.70 Per Share, Zacks Research Forecasts

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) – Equities researchers at Zacks Research boosted their Q2 2026 earnings per share estimates for Knight-Swift Transportation in a research note issued to investors on Wednesday, September 25th. Zacks Research analyst S. Goswami now anticipates that the transportation company will post earnings per share of $0.70 for the quarter, up from their previous estimate of $0.64. The consensus estimate for Knight-Swift Transportation’s current full-year earnings is $1.09 per share. Zacks Research also issued estimates for Knight-Swift Transportation’s FY2026 earnings at $3.05 EPS.

Several other brokerages also recently weighed in on KNX. UBS Group lowered their price target on Knight-Swift Transportation from $59.00 to $58.00 and set a “buy” rating for the company in a report on Tuesday, July 9th. TD Cowen raised their price target on Knight-Swift Transportation from $47.00 to $57.00 and gave the stock a “buy” rating in a report on Thursday, July 25th. Susquehanna raised their price target on Knight-Swift Transportation from $45.00 to $48.00 and gave the stock a “neutral” rating in a report on Thursday, September 26th. Barclays raised their price target on Knight-Swift Transportation from $57.00 to $62.00 and gave the stock an “overweight” rating in a report on Tuesday, August 20th. Finally, Bank of America raised their price target on Knight-Swift Transportation from $54.00 to $55.00 and gave the stock a “buy” rating in a report on Monday, July 22nd. One research analyst has rated the stock with a sell rating, six have assigned a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $57.00.

Knight-Swift Transportation Price Performance

KNX opened at $52.74 on Monday. The business’s 50-day moving average is $52.38 and its two-hundred day moving average is $50.55. Knight-Swift Transportation has a 1 year low of $45.55 and a 1 year high of $60.99. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.88 and a quick ratio of 0.88. The firm has a market capitalization of $8.54 billion, a PE ratio of 78.72, a price-to-earnings-growth ratio of 1.50 and a beta of 0.93.

Knight-Swift Transportation (NYSE:KNX) last announced its quarterly earnings results 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 analysts’ expectations of $1.83 billion. Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 1.98%. The business’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.49 EPS.

Institutional Trading of Knight-Swift Transportation

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

Insider Activity at Knight-Swift Transportation

In related news, Chairman Kevin P. Knight sold 30,000 shares of Knight-Swift Transportation stock in a transaction that occurred 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 completion of the transaction, the chairman now directly owns 1,467,360 shares in the company, valued at $73,852,228.80. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In related news, Chairman Kevin P. Knight sold 45,000 shares of Knight-Swift Transportation stock in a transaction that occurred on Monday, August 5th. The stock was sold at an average price of $51.53, for a total transaction of $2,318,850.00. Following the completion of the transaction, the chairman now directly owns 1,422,360 shares in the company, valued at $73,294,210.80. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Chairman Kevin P. Knight sold 30,000 shares of the business’s stock in a transaction that occurred on Friday, August 2nd. The shares were sold at an average price of $50.33, for a total value of $1,509,900.00. Following the completion of the sale, the chairman now owns 1,467,360 shares of the company’s stock, valued at $73,852,228.80. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 85,196 shares of company stock worth $4,367,869. 3.00% of the stock is owned by corporate insiders.

Knight-Swift Transportation Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, September 23rd. Investors of record on Friday, September 6th were given a dividend of $0.16 per share. This represents a $0.64 annualized dividend and a yield of 1.21%. The ex-dividend date of this dividend was Friday, September 6th. Knight-Swift Transportation’s dividend payout ratio is currently 95.52%.

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.