Knight-Swift Transportation Holdings Inc. (KNX) Stock Price & Analysis
Knight-Swift Transportation Holdings Inc. (KNX) closed at USD 62.52 on Thursday, October 22, 2026, down 1.08% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 63.2; the Oct 22, 2026 session ranged USD 62.46–65.27 on volume of 6,177,283 shares. Market capitalization is $10.18B, with a 52-week range of USD 41.24–82.86 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/KNX.md
Key facts (KNX)
- Last four reported quarters (through Jun 30, 2026): revenue $7.73B, net income $42.9M (0.6% margin) (SEC filings).
- 1 of 80 tracked superinvestors hold KNX (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $16.2M; 4 not under a Rule 10b5-1 plan ($16.2M); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (21 analysts), mean target USD 85.25 (range 59–100).
- Total return with dividends: 1Y +43.8% vs S&P 500 +14.9%; 5Y +17.6% vs S&P 500 +80.3%.
- Next earnings: 2027-01-20, EPS estimate USD 0.82, revenue estimate $2.18B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (KNX)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $6.00B | $7.43B | $7.14B | $7.41B | $7.47B | $7.73B |
| Operating income | $966M | $1.09B | $338M | $243M | $216M | $210M |
| Net income | $743M | $771M | $217M | $118M | $65.9M | $42.9M |
| EPS (diluted) | $4.45 | $4.73 | $1.34 | $0.73 | $0.41 | — |
| Operating margin | 16.1% | 14.7% | 4.7% | 3.3% | 2.9% | 2.7% |
| Net margin | 12.4% | 10.4% | 3.0% | 1.6% | 0.9% | 0.6% |
| Revenue growth | +28.3% | +23.9% | -3.9% | +3.8% | +0.8% | — |
| Cash + short-term investments | $261M | $197M | $169M | $218M | $220M | — |
| Total debt | $1.51B | $1.08B | $1.63B | $1.83B | $1.74B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (KNX)
P/E at fiscal year-ends: Dec 2025 128.9x, Dec 2024 73.1x, Dec 2023 43.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (KNX)
1 of 80 tracked investors hold KNX. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.01% | $4.6M | Reduced -95.3% |
Insider sales (SEC Form 4, open-market, last ~7 months) (KNX)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-12…2026-08-13 | Dove Reid | CEO AAA Cooper Transportation | 169,154 | $12.3M | 100% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-12 | Vander Ploeg David | Director | 2,200 | $115K | 6.8% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-07-31 | Flanagan Cary M | Exec VP and CAO | 3,600 | $255K | 40% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-31 | Dove Reid | Director | 50,000 | $3.5M | 22.8% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (KNX)
Consensus Buy (mean 2.00 on a 1–5 scale), 21 analysts; mean target USD 85.25 (low 59, high 100).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Evercore ISI Group | Target raised | Outperform | $74 → $79 |
| 2026-10-22 | Wells Fargo | Target lowered | Overweight | $81 → $79 |
| 2026-10-22 | JP Morgan | Target raised | Neutral | $68 → $74 |
| 2026-10-22 | Stifel | Target raised | Buy | $90 → $92 |
| 2026-10-13 | UBS | Target lowered | Buy | $94 → $82 |
| 2026-10-08 | Stifel | Target raised | Buy | $88 → $90 |
| 2026-10-07 | Citigroup | Target lowered | Buy | $90 → $81 |
| 2026-10-06 | Wells Fargo | Target lowered | Overweight | $86 → $81 |
| 2026-10-05 | JP Morgan | Target lowered | Neutral | $84 → $68 |
| 2026-10-02 | Susquehanna | Target lowered | Positive | $96 → $85 |
| 2026-09-23 | B of A Securities | Target lowered | Buy | $98 → $92 |
| 2026-09-10 | Bernstein | Initiated | Outperform | $91 |
Total return (dividends reinvested) (KNX)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +43.8% | +17.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +44.0% | +3.3% |
| Volatility (annualized) | 37.6% | 30.0% |
| Max drawdown | -23.9% (Jun 2026→Oct 2026) | -35.6% (Jan 2023→Apr 2025) |
KNX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $0.82 | $0.81 | +1.8% | $2.18B | 19 |
| Next quarter (ends Mar 2027) | $0.75 | $0.71 | +4.7% | $2.10B | 13 |
| Current fiscal year (ends Dec 2026) | $2.38 | $2.31 | +3.0% | $8.32B | 20 |
| Next fiscal year (ends Dec 2027) | $4.06 | $4.00 | +1.5% | $9.05B | 20 |
KNX options: expected move
Options price a move of about ±17.9% (±$11.20) by Feb 19, 2027, which includes earnings on Jan 20, 2027; the earnings reaction alone is priced at about ±9.2%.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 36.0% | ±8.2% |
| Dec 18, 2026 | 56 | 36.4% | ±11.5% |
| Jan 15, 2027 | 84 | 33.4% | ±13.0% |
| Feb 19, 2027 | 119 | 38.9% | ±17.9% |
| May 21, 2027 | 210 | 37.8% | ±23.0% |
30-day implied volatility 35.8% vs 27.2% realized over the last 30 trading days. Put/call ratio (volume) 0.53. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 62.52 |
|---|---|
| Change | ▼ 1.08% (down) |
| Previous Close | USD 63.2 |
| Open | USD 63.18 |
| Day Range | USD 62.46 – 65.27 |
| 52-Week Range | USD 41.24 – 82.86 |
| Volume | 6,177,283 shares |
| Market Cap | $10.18B |
| Exchange | NYQ |
Technical Analysis (KNX)
Nexqual's technical model rates KNX "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 34.98 (neutral) |
| vs SMA50 | Below (USD 66.99) |
| MACD | -1.07 (negative) |
Analyst Ratings (KNX)
Wall Street analysts rate KNX "Buy" based on 21 analysts, with a mean price target of USD 85.25 (range USD 59–100), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 21 |
| Mean Target | USD 85.25 |
| High Target | USD 100 |
| Low Target | USD 59 |
| Buy / Hold / Sell | 18 / 3 / 0 |
Earnings (KNX)
| Next Earnings Date | 2027-01-20 |
|---|---|
| EPS Estimate | USD 0.82 |
| Revenue Estimate | $2.18B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 0.83 vs est 0.76 ▲ beat |
| 2026-06-30 | USD 0.63 vs est 0.51 ▲ beat |
| 2026-03-31 | USD 0.09 vs est 0.16 ▼ miss |
| 2025-12-31 | USD 0.31 vs est 0.35 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (KNX)
| Total Revenue | $7.73B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +12.60% |
| Gross Margin | +24.33% |
| Operating Margin | +5.18% |
| Profit Margin | +0.56% |
| ROE | +0.61% |
| Debt / Equity | 0.38 |
| Current Ratio | 0.88 |
| Total Cash | $186.11M |
| Total Debt | $2.69B |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (KNX)
Nexqual rates Knight-Swift Transportation Holdings Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Mixed — Revenue +0.8% YoY (annual), slow |
|---|---|
| Profitability | Mixed — Gross margin 24%, operating 5% (last 12 months) |
| Balance Sheet | Mixed — $186M cash and investments vs $303M debt (Jun 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $1.39B (TTM) |
| Efficiency | Weak — ROE 1%, ROA 1.3% |
Ownership (KNX)
| Insider Ownership | +2.92% |
|---|---|
| Institutional Ownership | +107.49% |
| Shares Outstanding | 162.76M |
| Float | 148.81M |
| Short % of Float | +9.34% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (KNX)
Knight-Swift Transportation Holdings Inc. is led by Adam W. Miller, CEO & Director, per Nexqual as of October 23, 2026 at 09:26 UTC.
| CEO & Director | Adam W. Miller |
|---|---|
| Executive Chairman of the Board | David N. Vander Ploeg |
| Executive Vice Chairman | Gary J. Knight |
| Chief Financial Officer | Andrew Hess |
| Executive Vice President of Sales & Account Management | Joseph Sherer |
Major Backers & Investors (KNX)
Notable institutional backers of Knight-Swift Transportation Holdings Inc. include FMR, LLC, Invesco, Victory Capital Management Inc., according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 4.95% |
| Invesco | 3.16% |
| Victory Capital Management Inc. | 2.94% |
| AQR Capital Management, LLC | 2.76% |
| Slate Path Capital, LP | 2.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 2.02% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 10.58% |
| Vanguard Group | 8.31% |
| Dimensional Fund Advisors | 5.26% |
| State Street | 3.2% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| TFII | TFI International Inc. | USD 115 | ▲ 2.1% |
| SAIA | Saia, Inc. | USD 344.5 | ▲ 1.67% |
| SNDR | Schneider National, Inc. | USD 31.12 | ▲ 0.65% |
| XPO | XPO, Inc. | USD 188.75 | ▲ 0.15% |
| RXO | RXO, Inc. | USD 28.92 | ▲ 0.49% |
| ARCB | ArcBest Corporation | USD 130.3 | ▼ 0.39% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt