SAIA

SAIA INC

Nasdaq · Trucking (No Local) · Inc. DE · CIK 0001177702
$482.87 -0.88% $12.9B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)29 New Institutional Positions18 Institutional Exits
Vol
Market Cap$12.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders50 funds
Inst. Value$6.6B
Inst. Activity29 buys / 18 sells
Insider Activity0B / 7S
Insider Net $-$5.5M
SEC Reports5
Press Releases2
Exchange Nasdaq·Sector Trucking (No Local)·Inc. DE·CIK 0001177702·Prev Close $487.14

Recent Activity

Jun 11, 2026 SEC
Three mega-passive funds (Fidelity, Invesco, Morgan Stanley) significantly increased SAIA positions in Q3 2025, adding $
INST-CLUSTER — Impact 4/10
Jun 2, 2026 SEC
Saia released April and May 2026 LTL operating data showing accelerating tonnage growth (QTD +7.6% vs 2025) and improvin
8-K — Impact 5/10
Jun 2, 2026 SEC
Saia reported Q1 2026 EPS of $1.86, a 43% miss vs consensus of $3.26, with revenue of $931.4M also missing estimates. Th
PRESS-RELEASE — Impact 7/10
Jun 2, 2026 earnings
Saia Provides April and May LTL Operating Data
<p align="justify">JOHNS CREEK, Ga., June 02, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) i
May 20, 2026 Insider
Norwood Anthony R sold 292 shares
EVP & CHRO @ $468.77 ($136.9K)
May 13, 2026 Insider
HOLZGREFE FREDERICK J III disposed of 10,000 shares
President & CEO @ $431.42 ($4.3M)
May 11, 2026 Insider
HOLZGREFE FREDERICK J III gifted 10,000 shares
President & CEO
Inst.
Invesco Ltd. — TRIM
689,722 shares ($242.3M)

Price Targets

$452.55 -6.3% upside Sell
Current $482.87 Low $265.00 Median $476.50 High $550.00 20 analysts
$265.00 $550.00

Analyst Ratings

Hold54% buy · 26 analysts
5Strong Buy
9Buy
11Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 8, 2026 JP Morgan MAINTAIN Overweight → Overweight
Jun 5, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Jun 4, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
Jun 2, 2026 Susquehanna MAINTAIN Neutral → Neutral
May 4, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.30 ▲ +1.2% $3.09 — $3.54 24% YoY 17
Next Q $3.34 ▲ +1.0% $3.04 — $3.82 19% YoY 17
Current FY $11.30 ▲ +1.3% $10.73 — $12.30 24% YoY 19
Next FY $14.36 ▲ +1.5% $13.27 — $16.00 27% YoY 19

Latest Reports

NEUTRAL INST-CLUSTER 4/10
Three mega-passive funds (Fidelity, Invesco, Morgan Stanley) significantly increased SAIA positions in Q3 2025, adding $
Jun 11, 2026
BULLISH 8-K 5/10
Saia released April and May 2026 LTL operating data showing accelerating tonnage growth (QTD +7.6% vs 2025) and improvin
Jun 2, 2026
NEUTRAL Press 2/10
Saia, Inc. announced it will release its quarterly financial results on April 30, 2026, followed by a conference call. T
Mar 30, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$839.2M—
ALLIANCEBERNSTEIN L.P.$816.1MNEW
VANGUARD CAPITAL MANAGEMENT LLC$420.0M—
VANGUARD PORTFOLIO MANAGEMENT LLC$385.4M—
KAYNE ANDERSON RUDNICK INVESTMENT$346.7M—

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Norwood AnthonySELL$136.9K
May 13, 2026HOLZGREFE FREDERICKJ$4.3M
May 11, 2026HOLZGREFE FREDERICKG$0.00
May 4, 2026EISNOR DI-ANNA$0.00
May 4, 2026James DonaldA$0.00
50 institutional holders with $6.6B total value (19,020,577 shares) as of 2026-Q1. Top holders: BlackRock,, ALLIANCEBERNSTEIN, VANGUARD. Net buying activity: 29 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,389,103$839.2M12.7%—
2ALLIANCEBERNSTEIN L.P.2,499,330$816.1M12.3%NEW
3VANGUARD CAPITAL MANAGEMENT LLC1,195,689$420.0M6.3%—
4VANGUARD PORTFOLIO MANAGEMENT LLC1,097,220$385.4M5.8%—
5KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC986,821$346.7M5.2%—
6STATE STREET CORP826,001$290.2M4.4%—
7MORGAN STANLEY807,731$283.7M4.3%—
8FIRST TRUST ADVISORS LP804,284$282.5M4.3%ADD +33.0%
9WASATCH ADVISORS LP708,880$249.0M3.8%—
10Invesco Ltd.689,722$242.3M3.7%TRIM -25.3%
11Capital World Investors555,352$195.1M2.9%ADD +36.4%
12DIMENSIONAL FUND ADVISORS LP454,986$159.8M2.4%—
13VOYA INVESTMENT MANAGEMENT LLC387,501$135.9M2.1%ADD +53.2%
14Neuberger Berman Group LLC383,417$134.7M2.0%ADD +35.2%
15FIL Ltd382,500$134.4M2.0%TRIM -38.8%
16JANUS HENDERSON GROUP PLC322,397$113.2M1.7%—
17Holocene Advisors, LP297,378$104.5M1.6%DOUBLED +913.4%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC288,842$101.5M1.5%—
19CITADEL ADVISORS LLC271,520$95.4M1.4%—
20DRIEHAUS CAPITAL MANAGEMENT LLC257,963$90.6M1.4%ADD +76.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM923,912689,722-25.3%$242.3M2026-Q1
Capital World InvestorsADD407,265555,352+36.4%$195.1M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD253,020387,501+53.2%$135.9M2026-Q1
Neuberger Berman Group LLCADD283,559383,417+35.2%$134.7M2026-Q1
FIL LtdTRIM625,000382,500-38.8%$134.4M2026-Q1
Holocene Advisors, LPDOUBLED29,346297,378+913.4%$104.5M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCADD146,485257,963+76.1%$90.6M2026-Q1
FMR LLCTRIM408,711255,351-37.5%$89.7M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.DOUBLED75,999227,777+199.7%$80.0M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEW—170,145—$59.8M2026-Q1
Capital International InvestorsNEAR_EXIT1,115,424139,775-87.5%$49.1M2026-Q1
Jain Global LLCNEW—135,839—$47.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD87,974119,297+35.6%$41.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM192,160110,857-42.3%$38.9M2026-Q1
AMERIPRISE FINANCIAL INCTRIM171,434101,162-41.0%$35.5M2026-Q1
MARSHALL WACE, LLPNEW—74,300—$26.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED22,53866,378+194.5%$23.3M2026-Q1
FRED ALGER MANAGEMENT, LLCDOUBLED12,30161,307+398.4%$21.5M2026-Q1
ROYCE & ASSOCIATES LPTRIM72,43153,388-26.3%$18.8M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW—51,000—$17.9M2026-Q1
Hudson Bay Capital Management LPNEW—30,941—$10.9M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD15,17226,993+77.9%$9.5M2026-Q1
Verition Fund Management LLCDOUBLED6,52224,948+282.5%$8.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,30819,499+1390.7%$6.8M2026-Q1
CI INVESTMENTS INC.TRIM21,15614,447-31.7%$5.1M2026-Q1
16 unique insiders with 50 transactions. Net insider value: -$5.5M ($0.00 bought, $5.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Norwood Anthony REVP & CHROSELL292$468.77$136.9K
May 13, 2026HOLZGREFE FREDERICK J IIIPresident & CEOJ10,000$431.42$4.3M
May 11, 2026HOLZGREFE FREDERICK J IIIPresident & CEOGIFT10,000——
May 4, 2026EISNOR DI-ANNDirectorAWARD660——
May 4, 2026James Donald RDirectorAWARD395——
May 4, 2026ODELL RICHARD DDirectorAWARD395——
May 4, 2026Ward Susan FDirectorAWARD395——
May 4, 2026EPPS DONNA EDirectorAWARD395——
May 4, 2026GAINOR JOHN P JRDirectorAWARD395——
May 4, 2026HENRY KEVIN ADirectorAWARD623——
May 4, 2026Melville Randolph WDirectorAWARD395——
May 4, 2026WARD JEFFREY CDirectorAWARD642——
Mar 9, 2026SUGAR PATRICK DEVP OperationsTAX W/H204$368.78$75.2K
Feb 13, 2026Batteh Matthew JChief Financial OfficerSELL766$388.94$297.9K
Feb 13, 2026Benton Kelly WVP & CAOSELL800$389.00$311.2K
Feb 13, 2026HOLZGREFE FREDERICK J IIIPresident & CEOI104.741$461.53$48.3K
Feb 13, 2026HOLZGREFE FREDERICK J IIIPresident & CEOSELL4,775$388.80$1.9M
Feb 13, 2026SUGAR PATRICK DEVP OperationsSELL2,706$386.74$1.0M
Feb 13, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.SELL3,709$387.73$1.4M
Feb 12, 2026Batteh Matthew JChief Financial OfficerSELL1,110$375.71$417.0K
Feb 12, 2026Batteh Matthew JChief Financial OfficerEXERCISE1,110$100.20$111.2K
Feb 12, 2026Batteh Matthew JChief Financial OfficerAWARD1,658——
Feb 12, 2026Benton Kelly WVP & CAOAWARD498——
Feb 12, 2026HOLZGREFE FREDERICK J IIIPresident & CEOAWARD6,594——
Feb 12, 2026Norwood Anthony REVP & CHROAWARD1,015——
Feb 12, 2026SUGAR PATRICK DEVP OperationsAWARD2,085——
Feb 12, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.AWARD2,299——
Feb 12, 2026Patel TarakEVP and CIOAWARD425——
Feb 9, 2026Benton Kelly WVP & CAOTAX W/H44$409.60$18.0K
Feb 9, 2026Benton Kelly WVP & CAOAWARD689——
Feb 9, 2026Batteh Matthew JChief Financial OfficerTAX W/H224$409.60$91.8K
Feb 9, 2026Batteh Matthew JChief Financial OfficerAWARD757——
Feb 9, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.TAX W/H1,489$409.60$609.9K
Feb 9, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.AWARD3,602——
Feb 9, 2026SUGAR PATRICK DEVP OperationsTAX W/H167$409.60$68.4K
Feb 9, 2026SUGAR PATRICK DEVP OperationsAWARD3,101——
Feb 9, 2026HOLZGREFE FREDERICK J IIIPresident & CEOTAX W/H698$409.60$285.9K
Feb 9, 2026HOLZGREFE FREDERICK J IIIPresident & CEOAWARD8,611——
Feb 9, 2026Norwood Anthony REVP & CHROTAX W/H49$409.60$20.1K
Feb 9, 2026Norwood Anthony REVP & CHROAWARD898——
Feb 6, 2026Benton Kelly WVP & CAOTAX W/H35$415.46$14.5K
Feb 6, 2026Batteh Matthew JChief Financial OfficerTAX W/H25$415.46$10.4K
Feb 6, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.TAX W/H111$415.46$46.1K
Feb 6, 2026SUGAR PATRICK DEVP OperationsTAX W/H95$415.46$39.5K
Feb 6, 2026HOLZGREFE FREDERICK J IIIPresident & CEOTAX W/H358$415.46$148.7K
Feb 6, 2026Norwood Anthony REVP & CHROTAX W/H36$415.46$15.0K
Feb 5, 2026Norwood Anthony REVP & CHROTAX W/H61$404.75$24.7K
Feb 5, 2026HOLZGREFE FREDERICK J IIIPresident & CEOTAX W/H440$404.75$178.1K
Feb 5, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.TAX W/H152$404.75$61.5K
Feb 5, 2026SUGAR PATRICK DEVP OperationsTAX W/H137$404.75$55.5K
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 1 mixed, 2 neutral. Avg impact: 5.0/10.
NEUTRAL INST-CLUSTER 4/10
Three mega-passive funds (Fidelity, Invesco, Morgan Stanley) significantly increased SAIA positions
Jun 11, 2026
BULLISH 8-K 5/10
Saia released April and May 2026 LTL operating data showing accelerating tonnage growth (QTD +7.6% v
Jun 2, 2026
BEARISH PRESS-RELEASE 7/10
Saia reported Q1 2026 EPS of $1.86, a 43% miss vs consensus of $3.26, with revenue of $931.4M also m
Jun 2, 2026
MIXED 8-K 5/10
Saia reported Q1 2026 revenue of $806.2M (+2.4% YoY), a record for any first quarter, but EPS was fl
May 6, 2026
NEUTRAL 8-K 4/10
Saia reported Q1 2026 diluted EPS of $1.86, flat YoY, on revenue of $806.2M (+2.4% YoY). Operating i
Apr 30, 2026
NEUTRAL 2/10
Saia, Inc. announced it will release its quarterly financial results on April 30, 2026, followed by
Mar 30, 2026
BEARISH 6/10
Saia, Inc. released LTL shipment and tonnage data for January and February 2026, showing continued d
Mar 3, 2026
Current analyst consensus: Hold (54% buy). Based on 26 analysts: 5 strong buy, 9 buy, 11 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$452.55 mean target -6.3% upside Sell (2.45)
$265.00 Low $550.00 High
MetricValue
Current Price$482.87
Target Low$265.00
Target Mean$452.55
Target Median$476.50
Target High$550.00
# Analysts20
RecommendationSell (2.45)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $3.30 $3.09 $3.54 23.7% +1.2% 1↑ 0↓ $0.9B 15.2% 17
Next Q
2026-09-30
 $3.34 $3.04 $3.82 18.8% +1.0% 1↑ 0↓ $0.9B 11.4% 17
Current FY
2026-12-31
 $11.30 $10.73 $12.30 24.1% +1.3% 2↑ 0↓ $3.6B 10.3% 19
Next FY
2027-12-31
 $14.36 $13.27 $16.00 27.1% +1.5% 5↑ 0↓ $3.8B 7.7% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.303
7d ago$3.263+0.041
30d ago$3.263+0.041
60d ago$3.006+0.297
90d ago$2.935+0.368
14 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 8, 2026 JP Morgan MAINTAIN Overweight Overweight
Jun 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jun 4, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jun 2, 2026 Susquehanna MAINTAIN Neutral Neutral
May 4, 2026 Citigroup MAINTAIN Buy Buy
May 1, 2026 TD Cowen MAINTAIN Hold Hold
May 1, 2026 JP Morgan MAINTAIN Overweight Overweight
May 1, 2026 Barclays MAINTAIN Overweight Overweight
May 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 1, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
May 1, 2026 Benchmark MAINTAIN Buy Buy
Apr 22, 2026 Jefferies MAINTAIN Buy Buy
Apr 16, 2026 Stifel MAINTAIN Hold Hold
Mar 27, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 4, 2026 B of A Securities MAINTAIN Neutral Neutral
Feb 11, 2026 Benchmark MAINTAIN Buy Buy
Feb 11, 2026 Citigroup MAINTAIN Buy Buy
Feb 11, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 11, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 11, 2026 Barclays MAINTAIN Overweight Overweight
Feb 11, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Feb 11, 2026 Susquehanna DOWNGRADE Positive Neutral
Feb 11, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jan 21, 2026 Stifel MAINTAIN Hold Hold
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Jan 13, 2026 Evercore ISI Group DOWNGRADE Outperform In-Line
Jan 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 9, 2026 TD Cowen MAINTAIN Hold Hold
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 6, 2026 Stephens & Co. UPGRADE Equal-Weight Overweight
Jan 5, 2026 Susquehanna MAINTAIN Positive Positive
Dec 17, 2025 B of A Securities MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202659111054%
May 1, 202659111054%
Apr 1, 202659121052%
Mar 1, 2026510111056%
Feb 1, 2026511110059%
Jan 1, 2026511110059%
Strong BuyBuyHoldSellStrong Sell
∅

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

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
earnings
Saia Provides April and May LTL Operating Data
<p align="justify">JOHNS CREEK, Ga., June 02, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) is providing LTL shipment and tonnage data for the
May 25, 2026
dark_pool
Dark Pool: SAIA — 0.4M shares, 19,965 trades
Week starting 2026-05-25. Total ATS volume: 418,336 shares across 19,965 trades.
May 21, 2026
other
Saia Continues Network Growth with New Facilities in Washington and Indiana
These additions in the Pacific Northwest and Midwest expand capacity and enhance regional connectivity <pre>These additions in the Pacific Northwest a
May 18, 2026
dark_pool
Dark Pool: SAIA — 0.5M shares, 24,975 trades
Week starting 2026-05-18. Total ATS volume: 532,204 shares across 24,975 trades.
May 13, 2026
short_interest
FTD: SAIA — 4,025 shares ($1.8M) failed to deliver
Settlement: 20260513, Price: $434.98, FTD Value: $1,750,794.5, SAIA INC COM STK
May 11, 2026
dark_pool
Dark Pool: SAIA — 0.6M shares, 28,233 trades
Week starting 2026-05-11. Total ATS volume: 627,112 shares across 28,233 trades.
May 4, 2026
dark_pool
Dark Pool: SAIA — 0.8M shares, 34,552 trades
Week starting 2026-05-04. Total ATS volume: 765,902 shares across 34,552 trades.
Apr 30, 2026
earnings
Saia Reports First Quarter Results
<p align="justify">JOHNS CREEK, Ga., April 30, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) today reported first quarter 2026 financial result
Apr 30, 2026
earnings_calendar
SAIA Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: SAIA — 0.8M shares, 32,987 trades
Week starting 2026-04-27. Total ATS volume: 848,351 shares across 32,987 trades.
Apr 24, 2026
short_interest
FTD: SAIA — 1,748 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $440.98, FTD Value: $770,833.04, SAIA INC COM STK
Apr 20, 2026
other
Saia Expands Northeast Network with New Terminal in Pennsylvania
The new facility strengthens the company’s service capabilities and supports growth across the region <pre>The new facility strengthens the company’s
Apr 20, 2026
dark_pool
Dark Pool: SAIA — 0.8M shares, 30,085 trades
Week starting 2026-04-20. Total ATS volume: 848,584 shares across 30,085 trades.
Apr 13, 2026
dark_pool
Dark Pool: SAIA — 1.0M shares, 36,767 trades
Week starting 2026-04-13. Total ATS volume: 1,002,197 shares across 36,767 trades.
Apr 6, 2026
dark_pool
Dark Pool: SAIA — 0.7M shares, 28,104 trades
Week starting 2026-04-06. Total ATS volume: 734,406 shares across 28,104 trades.