KNX

Knight-Swift Transportation Holdings Inc.

NYSE · Trucking (No Local) · CIK 0001492691
$81.54 -1.10% $13.2B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits
Vol
Market Cap$13.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$6.8B
Inst. Activity38 buys / 12 sells
Insider Activity0B / 5S
Insider Net $-$3.1M
Reddit Sentiment67° Warm
SEC Reports6
Exchange NYSE·Sector Trucking (No Local)·CIK 0001492691·Prev Close $82.45

Recent Activity

Jun 12, 2026 short_volume
Short Volume: KNX — 66.4% short (1.1M / 1.7M)
Short: 1,148,699 | Exempt: 333 | TRF Vol: 1,730,951 | Short Ratio: 66.4% | Off-exchange volume (dark
Jun 8, 2026 SEC
Executive Chairman Kevin P. Knight filed a Form 144 to sell 300,000 shares of Knight-Swift Transportation Holdings Inc.
144 — Impact 5/10
Jun 4, 2026 SEC
Founder and Executive Chairman Kevin Knight retired effective June 3, 2026, with no disagreement with the company. Lead
8-K — Impact 3/10
May 31, 2026 Insider
Fitzsimmons James L acquired via exercise 608 shares
COO Swift Transportation
May 31, 2026 Insider
Fitzsimmons James L surrendered for taxes 167 shares
COO Swift Transportation @ $75.63 ($12.6K)
May 31, 2026 Insider
Flanagan Cary M acquired via exercise 356 shares
Exec VP and CAO
May 13, 2026 SEC
Knight-Swift filed an 8-K reporting the results of its 2026 Annual Meeting (all director nominees elected, say-on-pay ap
8-K — Impact 3/10
Inst.
FMR LLC — TRIM
9,706,667 shares ($558.9M)

Price Targets

$76.47 -6.2% upside Sell
Current $81.54 Low $54.00 Median $75.00 High $94.00 17 analysts
$54.00 $94.00

Analyst Ratings

Buy74% buy · 23 analysts
6Strong Buy
11Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Jun 1, 2026 UBS MAINTAIN Buy → Buy
Apr 23, 2026 UBS MAINTAIN Buy → Buy
Apr 23, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 23, 2026 Stifel MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.48 ▲ +2.1% $0.45 — $0.52 37% YoY 16
Next Q $0.64 ▲ +4.9% $0.53 — $0.72 100% YoY 16
Current FY $1.91 ▲ +3.9% $1.65 — $2.15 51% YoY 17
Next FY $3.42 ▲ +5.2% $2.40 — $4.70 80% YoY 17

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$859.8M
FMR LLC$558.9MTRIM
DIMENSIONAL FUND ADVISORS LP$487.0M
VANGUARD CAPITAL MANAGEMENT LLC$404.8M

Recent Insider Trades

DateInsiderTypeValue
May 31, 2026Fitzsimmons JamesM$0.00
May 31, 2026Fitzsimmons JamesF$12.6K
May 31, 2026Flanagan CaryM$0.00
May 31, 2026Flanagan CaryF$12.0K
May 31, 2026Prickett WilburnM$0.00

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $6.8B total value (118,708,214 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, FMR. Net buying activity: 38 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.14,931,515$859.8M12.6%
3FMR LLC9,706,667$558.9M8.2%TRIM -40.7%
4DIMENSIONAL FUND ADVISORS LP8,458,088$487.0M7.1%
5VANGUARD CAPITAL MANAGEMENT LLC7,030,867$404.8M5.9%
6VANGUARD PORTFOLIO MANAGEMENT LLC6,606,340$380.4M5.6%
7VICTORY CAPITAL MANAGEMENT INC6,333,931$364.7M5.3%
8WELLINGTON MANAGEMENT GROUP LLP5,944,965$342.3M5.0%TRIM -54.0%
9D1 Capital Partners L.P.5,491,563$316.2M4.6%TRIM -28.9%
10STATE STREET CORP5,087,567$292.9M4.3%
11Allspring Global Investments Holdings, LLC4,260,269$245.3M3.6%
12Invesco Ltd.3,662,803$210.9M3.1%ADD +51.6%
13MORGAN STANLEY3,389,820$195.2M2.9%
14Hood River Capital Management LLC2,676,956$154.1M2.3%ADD +68.7%
15DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,450,604$141.1M2.1%
16AMERIPRISE FINANCIAL INC2,089,501$120.3M1.8%DOUBLED +108.7%
17FRONTIER CAPITAL MANAGEMENT CO LLC2,086,544$120.1M1.8%
18CITADEL ADVISORS LLC2,073,484$119.4M1.7%
19ALLIANCEBERNSTEIN L.P.2,222,270$116.2M1.7%
20Holocene Advisors, LP1,758,725$101.3M1.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM16,372,0949,706,667-40.7%$558.9M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM12,918,5235,944,965-54.0%$342.3M2026-Q1
D1 Capital Partners L.P.TRIM7,718,2995,491,563-28.9%$316.2M2026-Q1
Invesco Ltd.ADD2,416,8653,662,803+51.6%$210.9M2026-Q1
Hood River Capital Management LLCADD1,587,0462,676,956+68.7%$154.1M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED1,001,3302,089,501+108.7%$120.3M2026-Q1
FIL LtdDOUBLED407,9021,178,518+188.9%$67.9M2026-Q1
Alyeska Investment Group, L.P.NEW1,167,465$67.2M2026-Q1
FRANKLIN RESOURCES INCADD715,5911,150,744+60.8%$66.3M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW964,882$55.6M2026-Q1
Jain Global LLCNEW952,652$54.9M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCADD544,239943,286+73.3%$54.3M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED99,449895,392+800.4%$51.6M2026-Q1
FIRST TRUST ADVISORS LPADD384,852523,801+36.1%$30.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD380,587505,526+32.8%$29.1M2026-Q1
COMMERCE BANKDOUBLED6,204354,770+5618.4%$20.4M2026-Q1
Verition Fund Management LLCADD192,564320,641+66.5%$18.5M2026-Q1
DEUTSCHE BANK AG\DOUBLED16,089230,229+1331.0%$13.3M2026-Q1
Horizon Investments, LLCADD149,611189,118+26.4%$10.9M2026-Q1
Baird Financial Group, Inc.DOUBLED58,465168,770+188.7%$9.7M2026-Q1
GREAT LAKES ADVISORS, LLCDOUBLED25,758150,936+486.0%$8.7M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED20,924146,736+601.3%$8.4M2026-Q1
Mariner, LLCADD73,960131,657+78.0%$7.6M2026-Q1
FIFTH THIRD BANCORPDOUBLED868125,235+14328.0%$7.2M2026-Q1
Atria Investments, IncDOUBLED47,73397,980+105.3%$5.6M2026-Q1
20 unique insiders with 50 transactions. Net insider value: -$3.1M ($0.00 bought, $3.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 31, 2026Fitzsimmons James LCOO Swift TransportationEXERCISE608
May 31, 2026Fitzsimmons James LCOO Swift TransportationTAX W/H167$75.63$12.6K
May 31, 2026Flanagan Cary MExec VP and CAOEXERCISE356
May 31, 2026Flanagan Cary MExec VP and CAOTAX W/H159$75.63$12.0K
May 31, 2026Prickett Wilburn Douglas IIIPres/COO AAA TransportationEXERCISE685
May 31, 2026Prickett Wilburn Douglas IIIPres/COO AAA TransportationTAX W/H202$75.63$15.3K
May 31, 2026Vitiritto Joseph A.PresidentAWARD3,966
May 31, 2026Hess AndrewCFOEXERCISE315
May 31, 2026Hess AndrewCFOTAX W/H84$75.63$6.4K
May 12, 2026MUNRO KATHRYN LDirectorAWARD3,171$59.90$189.9K
May 12, 2026GARNREITER MICHAELDirectorAWARD2,838$59.90$170.0K
May 12, 2026Shank Roberta RobertsDirectorAWARD4,006$59.90$240.0K
May 12, 2026Vander Ploeg DavidDirectorAWARD2,504$59.90$150.0K
May 12, 2026Hobson LouisDirectorAWARD2,337$59.90$140.0K
May 12, 2026Powell JessicaDirectorAWARD2,337$59.90$140.0K
May 12, 2026Boerger AmyDirectorAWARD966$59.90$57.9K
May 12, 2026COL DOUGLAS LDirectorAWARD2,337$59.90$140.0K
Mar 12, 2026KNIGHT GARY JVice ChairmanTAX W/H2,805$55.10$154.6K
Mar 12, 2026KNIGHT KEVIN PExecutive ChairmanEXERCISE19,180
Mar 12, 2026KNIGHT GARY JVice ChairmanEXERCISE5,682
Mar 12, 2026KNIGHT KEVIN PExecutive ChairmanTAX W/H4,670$55.10$257.3K
Mar 12, 2026Miller Adam WCEOEXERCISE17,758
Mar 12, 2026Miller Adam WCEOTAX W/H7,699$55.10$424.2K
Mar 12, 2026Miller Adam WCEOTAX W/H7,699$55.10$424.2K
Mar 12, 2026Miller Adam WCEOEXERCISE17,758
Mar 12, 2026Miller Adam WCEOEXERCISE17,758
Mar 12, 2026Miller Adam WCEOTAX W/H7,699$55.10$424.2K
Feb 26, 2026Smith JoshuaCFO - US XpressSELL5,770$60.91$351.5K
Feb 26, 2026Smith JoshuaCFO - US XpressGIFT1,550
Feb 20, 2026KNIGHT KEVIN PExecutive ChairmanSELL30,000$61.00$1.8M
Feb 10, 2026Harrington Timothy SeanPres - US XpressSELL8,500$59.81$508.4K
Feb 4, 2026Fitzsimmons James LCOO Swift TransportationSELL5,917$54.77$324.1K
Feb 4, 2026Liu Michael KEVP - OperationsSELL1,243$60.87$75.7K
Jan 31, 2026Miller Adam WCEOEXERCISE6,134
Jan 31, 2026Miller Adam WCEOTAX W/H2,764$55.10$152.3K
Jan 31, 2026Miller Adam WCEOEXERCISE6,134
Jan 31, 2026Miller Adam WCEOTAX W/H2,764$55.10$152.3K
Jan 31, 2026Liu Michael KEVP - OperationsEXERCISE2,422
Jan 31, 2026Liu Michael KEVP - OperationsTAX W/H1,179$55.10$65.0K
Jan 31, 2026Miller Adam WCEOEXERCISE6,134
Jan 31, 2026Miller Adam WCEOTAX W/H2,764$55.10$152.3K
Jan 31, 2026Miller Adam WCEOEXERCISE6,670
Jan 31, 2026Stultz ReedSR VP - LogisticsEXERCISE524
Jan 31, 2026Stultz ReedSR VP - LogisticsTAX W/H166$55.10$9.1K
Jan 31, 2026Harrington Timothy SeanPres - US XpressEXERCISE2,422
Jan 31, 2026Harrington Timothy SeanPres - US XpressTAX W/H954$55.10$52.6K
Jan 31, 2026Hess AndrewCFOEXERCISE1,621
Jan 31, 2026Hess AndrewCFOTAX W/H514$55.10$28.3K
Jan 31, 2026KNIGHT KEVIN PExecutive ChairmanEXERCISE6,625
Jan 31, 2026KNIGHT KEVIN PExecutive ChairmanTAX W/H1,725$55.10$95.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (74% buy). Based on 23 analysts: 6 strong buy, 11 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$76.47 mean target -6.2% upside Sell (1.67)
$54.00 Low $94.00 High
MetricValue
Current Price$81.54
Target Low$54.00
Target Mean$76.47
Target Median$75.00
Target High$94.00
# Analysts17
RecommendationSell (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.48 $0.45 $0.52 37.3% +2.1% 4↑ 0↓ $2.0B 9.1% 16
Next Q
2026-09-30
$0.64 $0.53 $0.72 99.6% +4.9% 4↑ 0↓ $2.1B 9.6% 16
Current FY
2026-12-31
$1.91 $1.65 $2.15 51.3% +3.9% 5↑ 0↓ $8.1B 8.0% 17
Next FY
2027-12-31
$3.42 $2.40 $4.70 79.5% +5.2% 5↑ 0↓ $8.7B 7.7% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.481
7d ago$0.475+0.006
30d ago$0.470+0.010
60d ago$0.470+0.010
90d ago$0.473+0.008
12 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jun 1, 2026 UBS MAINTAIN Buy Buy
Apr 23, 2026 UBS MAINTAIN Buy Buy
Apr 23, 2026 TD Cowen MAINTAIN Buy Buy
Apr 23, 2026 Stifel MAINTAIN Buy Buy
Apr 23, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 23, 2026 Benchmark MAINTAIN Buy Buy
Apr 23, 2026 Baird MAINTAIN Outperform Outperform
Apr 22, 2026 Susquehanna MAINTAIN Neutral Neutral
Apr 15, 2026 Benchmark MAINTAIN Buy Buy
Apr 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 2, 2026 Stifel MAINTAIN Buy Buy
Mar 27, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Mar 18, 2026 UBS UPGRADE Neutral Buy
Mar 13, 2026 Citigroup UPGRADE Neutral Buy
Mar 4, 2026 Barclays MAINTAIN Overweight Overweight
Feb 9, 2026 Citigroup DOWNGRADE Buy Neutral
Jan 23, 2026 Benchmark MAINTAIN Buy Buy
Jan 22, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Jan 22, 2026 UBS MAINTAIN Neutral Neutral
Jan 22, 2026 Susquehanna MAINTAIN Neutral Neutral
Jan 22, 2026 Stifel MAINTAIN Buy Buy
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Jan 15, 2026 Benchmark MAINTAIN Buy Buy
Jan 14, 2026 Stifel MAINTAIN Buy Buy
Jan 13, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 12, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Jan 8, 2026 Susquehanna MAINTAIN Neutral Neutral
Jan 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Dec 16, 2025 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661151074%
May 1, 202661251075%
Apr 1, 202671161072%
Mar 1, 202661081064%
Feb 1, 202671071068%
Jan 1, 202671071068%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 29, 2026160° Warm101
May 29, 2026160° Warm101
Jun 12, 2026
short_volume
Short Volume: KNX — 66.4% short (1.1M / 1.7M)
Short: 1,148,699 | Exempt: 333 | TRF Vol: 1,730,951 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: KNX — 56.3% short (0.9M / 1.6M)
Short: 922,566 | Exempt: 0 | TRF Vol: 1,637,875 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: KNX — 63.5% short (1.5M / 2.4M)
Short: 1,530,854 | Exempt: 529 | TRF Vol: 2,412,235 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: KNX — 74.9% short (1.7M / 2.3M)
Short: 1,698,189 | Exempt: 36,506 | TRF Vol: 2,267,155 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: KNX — 63.0% short (0.8M / 1.3M)
Short: 793,919 | Exempt: 1,332 | TRF Vol: 1,259,666 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: KNX — 61.1% short (1.0M / 1.6M)
Short: 962,190 | Exempt: 0 | TRF Vol: 1,573,500 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: KNX — 78.6% short (2.6M / 3.3M)
Short: 2,612,170 | Exempt: 13,301 | TRF Vol: 3,323,451 | Short Ratio: 78.6% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: KNX — 81.7% short (2.7M / 3.3M)
Short: 2,673,735 | Exempt: 25,850 | TRF Vol: 3,274,336 | Short Ratio: 81.7% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: KNX — 58.6% short (1.0M / 1.7M)
Short: 1,003,166 | Exempt: 22,553 | TRF Vol: 1,712,727 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: KNX — 63.2% short (0.8M / 1.2M)
Short: 788,170 | Exempt: 0 | TRF Vol: 1,246,999 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: KNX — 65.3% short (2.0M / 3.1M)
Short: 1,997,350 | Exempt: 0 | TRF Vol: 3,057,718 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: KNX — 59.7% short (1.6M / 2.7M)
Short: 1,625,947 | Exempt: 24 | TRF Vol: 2,722,638 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: KNX — 67.2% short (1.1M / 1.7M)
Short: 1,114,101 | Exempt: 111 | TRF Vol: 1,657,450 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: KNX — 83.1% short (1.4M / 1.7M)
Short: 1,432,014 | Exempt: 300 | TRF Vol: 1,723,608 | Short Ratio: 83.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: KNX — 5.6M shares, 78,220 trades
Week starting 2026-05-18. Total ATS volume: 5,615,014 shares across 78,220 trades.