Knight-Swift Transportation Lifts Quarterly Dividend to $0.20 per Share; Payable March 23 to Holders as of March 6
Knight-Swift Transportation Holdings Inc. has announced an increase in its quarterly cash dividend to $0.20 per share. The dividend is scheduled to be payable on March 23, 2026, to shareholders on record as of March 6, 2026. This decision reflects the company's commitment to returning value to its shareholders.
Is Knight-Swift (KNX) Leaning on Cost Discipline to Redefine Its Post-Downturn Profit Playbook?
Knight-Swift Transportation Holdings recently appointed Joe Vitiritto as president, aiming to leverage his experience for cost discipline and profitable growth during a weak freight market. The company, a leading truckload carrier, faces challenges with thin margins and a prolonged freight downturn, but investors are looking to Vitiritto's appointment as a catalyst for sharpening execution and improving returns. Despite rising share prices, the stock's valuation and the potential for continued freight softness remain key considerations for investors.
Knight-Swift Agrees to $100 Million Settlement in Misclassification Lawsuit
Knight-Swift Transportation Holdings has agreed to a settlement potentially worth up to $100 million in a class action lawsuit. The lawsuit involved approximately 20,000 drivers who claimed they were improperly classified as independent contractors rather than employees. The case, which originated in 2009 with Swift Transportation before its merger with Knight, addressed allegations of unlawful deductions and violations of federal minimum wage law.
Knight-Swift (KNX) Valuation Check After Fourth Quarter Loss And Earnings Slowdown
Knight-Swift (KNX) reported a net loss in Q4 2025, contrasting with a recent 23.02% share price increase over 90 days. While a fair value estimate suggests the stock is 13% undervalued based on freight recovery and LTL expansion, its current P/E ratio of 135.6x is significantly higher than industry averages and estimated fair ratios, indicating potential valuation risk. Investors are encouraged to consider these conflicting signals and conduct their own analysis.
Knight-Swift’s Earnings Miss and LTL Push Could Be A Game Changer For Knight-Swift (KNX)
Knight-Swift Transportation Holdings Inc. reported a Q4 2025 net loss of US$6.8 million, despite largely flat sales, attributed to weaker freight demand. The company is focusing on improving its Truckload segment's operating margin and expanding into higher-margin Less-Than-Truckload (LTL) operations. While the earnings miss highlights execution risk, the core investment case remains centered on scale, LTL network build-out, and technology-driven efficiency gains, though the stock's current valuation suggests potential downside.
Knight Swift Transportation Holdings (KNX) Valuation After Earnings Miss And Swing To Quarterly Net Loss
Knight-Swift Transportation Holdings (KNX) reported a Q4 2025 net loss of US$6.8 million and revenue of US$1.86 billion, missing market expectations. Despite a recent share price decline of 4.19% following the earnings report, the stock shows solid long-term returns and is considered modestly undervalued at $56.95 against a narrative fair value of $63.05, driven by potential for margin expansion through technology. However, its high P/E ratio of 140.2x, significantly above the industry average, suggests potential valuation risk.
Knight Swift Transportation Holdings Q4 Loss Tests Bullish Earnings Growth Narratives
Knight-Swift Transportation Holdings (KNX) reported a Q4 FY 2025 loss of US$0.04 EPS, with net income excluding extra items at a US$6.8 million loss, influenced by a US$102.6 million one-off loss. While trailing net margin is 0.9%, the company's shares trade at a high P/E of 146.3x, significantly above industry averages, though a DCF fair value suggests it is undervalued. The results create a tug-of-war between bullish forecasts of 41.6% annual earnings growth and bearish concerns over thin margins and high valuation multiples.
Knight-Swift Transportation Holdings settles ERISA class action for $3M
Knight-Swift Transportation Holdings Inc. has agreed to a $3 million settlement in an ERISA class action lawsuit. The lawsuit alleged the company breached its fiduciary duties by allowing excessive administrative fees, selecting high-cost investment options, and misusing plan forfeiture funds. Plan participants from October 26, 2016, to November 26, 2025, are eligible for a pro-rata cash payment, which will be automatically distributed without the need to file a claim.
Knight-Swift Q4 2025 Results & 2026 Margin Outlook | Freight Analysis - News and Statistics
Knight-Swift Transportation missed its fourth-quarter 2025 targets but is implementing a strategy to improve margins in 2026 by attacking costs, even without an increase in volume and rates. The company aims for low- to mid-single-digit contractual rate increases and has seen improvements in its Truckload segment's operating ratio by reducing expenses and trimming its fleet. The Less-than-Truckload (LTL) segment, despite revenue growth, experienced margin drag due to costs associated with network expansion and integrating acquired facilities.
Knight-Swift's Trucking Backdrop Remains Subdued yet Steady
This article discusses Knight-Swift Transportation Holdings Inc.'s performance, highlighting its historical efficiency and strong execution before its 2017 merger. Despite a current subdued trucking market, the company maintains steady operations. The author, Matthew Young, notes that Knight-Swift's financial health, characterized by low teen returns on invested capital and an operating ratio in the mid-80s, sets it apart in the industry.
Does Knight-Swift (KNX)ʼs New General Counsel Appointment Reveal a Shift in Its Risk Strategy?
Knight-Swift Transportation Holdings Inc. has appointed Soumit Roy as its new General Counsel, effective December 31, 2025. While this change ensures governance continuity, it doesn't immediately alter the company's prospects regarding a truckload recovery or risks tied to its LTL integration. Analysts are increasingly optimistic about a truckload recovery, positioning Knight-Swift favorably due to its scale and efficiency.
Pacer Advisors Inc. Buys 21,385 Shares of Knight-Swift Transportation Holdings Inc. $KNX
Pacer Advisors Inc. significantly increased its stake in Knight-Swift Transportation Holdings Inc. (NYSE:KNX) by over 41,000% in the third quarter, acquiring 21,385 additional shares to bring its total to 21,436 shares valued at $847,000. This comes despite Knight-Swift missing Q3 earnings estimates and insider selling totaling approximately $2.22 million in the last quarter, including a large sale by Chairman Kevin Knight. Institutional investors now own 88.77% of the company's stock, and analysts maintain a "Moderate Buy" rating with an average price target of $55.24.
Is Knight-Swift Transportation Holdings (KNX) Poised to Benefit from an Increase in Demand?
Knight-Swift Transportation Holdings Inc. (KNX) is highlighted by the Aristotle Small Cap Equity Fund as poised to benefit from increased freight transportation demand and subdued supply of transportation providers. The fund believes a cyclical upturn in the freight cycle will drive increased revenues, earnings, and cash flow, potentially leading to reinvestment, share buybacks, or dividend increases. Despite a strong one-month return of 19.09%, the article notes that KNX is not among the 30 most popular stocks among hedge funds, with some AI stocks offering greater upside and less downside risk.
Knight-Swift (NYSE: KNX) Executive Chairman sells 35,000 shares at $51 avg
Knight-Swift Transportation Holdings Inc.'s Executive Chairman sold 35,000 shares of Class A common stock through a trust on December 9, 2025, at a weighted average price of $51.012 per share. This transaction was conducted in multiple trades ranging from $50.84 to $51.29. Following the sale, the trust still indirectly holds 1,405,347 Knight-Swift shares.
A Festive Delivery and Insider Gifting at Knight-Swift
Knight-Swift Transportation Holdings Inc. (NYSE: KNX) delivered the U.S. Capitol Christmas Tree while also reporting mixed financial results for its latest quarter, with revenue exceeding forecasts but EPS falling short. The firm announced a quarterly dividend, and a director gifted 2,800 Class A shares. Analysts largely maintain a "Moderate Buy" to "Strong Buy" rating for the stock, with an average 12-month price target of $53.29.
Lost Money on Knight-Swift Transportation Holdings Inc. (KNX)? You May Have Been Affected by Fraud - Contact Levi & Korsinsky
Levi & Korsinsky has initiated an investigation into Knight-Swift Transportation Holdings Inc. (NYSE:KNX) following a significant drop in its stock price. This comes after the company missed its third-quarter earnings per share expectations by over 13.5% and reported a lack of seasonal uplift, potentially indicating violations of federal securities laws. Investors who lost money are encouraged to contact Levi & Korsinsky for more information.
Flanagan, Knight-Swift EVP and CAO, sells $193,668 in stock
Cary M. Flanagan, Executive Vice President and CAO of Knight-Swift Transportation Holdings Inc (NYSE:KNX), sold 4,300 shares of Class A Common Stock for $193,668 on November 7, 2025. Following this transaction, Flanagan directly owns 5,644 shares of the company. This comes amidst Knight-Swift's mixed Q3 2025 results, with adjusted EPS missing forecasts but revenue exceeding expectations, and several analysts maintaining positive ratings or raising price targets.
Knight-swift adjusts Q2 2025 EPS guidance to $0.30-$0.38 amid market uncertainty
Knight-Swift Transportation Holdings Inc. (NYSE: KNX) has updated its second-quarter 2025 adjusted EPS guidance to a range of $0.30-$0.38, down from the previous $0.50-$0.54. This adjustment is primarily attributed to a lower demand outlook in the truckload sector. The company's revised guidance reflects current market uncertainties and anticipates a continued challenging environment.
Knight-Swift Transportation to pay $3 million to settle 401(k) plan excessive-fee lawsuit
Knight-Swift Transportation has agreed to pay $3 million to settle a lawsuit alleging excessive fees in its 401(k) plan. This settlement addresses claims related to the management of the company's defined contribution retirement plan.
Knight-Swift Transportation Holdings Inc. Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - KNX
Levi & Korsinsky has commenced an investigation into Knight-Swift Transportation Holdings Inc. (NYSE: KNX) concerning potential violations of federal securities laws. This follows the company missing its Q3 2025 earnings per share expectations by over 13.5% and failing to see an anticipated seasonal lift, leading to a 7.1% stock price drop. Investors are encouraged to contact Levi & Korsinsky to discuss their rights.
Lost Money on Knight-Swift Transportation Holdings Inc. (KNX)? You May Have Been Affected by Fraud - Contact Levi & Korsinsky
Levi & Korsinsky has commenced an investigation into Knight-Swift Transportation Holdings Inc. (KNX) regarding potential violations of federal securities laws. This follows the company's third-quarter fiscal results for 2025 where it missed EPS expectations by over 13.5% and noted a lack of expected seasonal lift, leading to a stock price drop of over 7.1%. The law firm is seeking investors who may have been affected by fraud.
Knight-Swift Transportation Holdings Inc. Securities Lawsuit Investigation
Shamis & Gentile P.A. is investigating Knight-Swift Transportation Holdings Inc. (KNX) for potential securities fraud, focusing on misleading statements and undisclosed financial risks between January 2025 and October 22, 2025. The investigation follows a significant stock drop after the company reported unexpected one-time charges and a poor third-quarter 2025 earnings report, which contradicted previous positive financial updates. Investors who suffered losses during this period may be eligible to join the investigation and seek compensation.
Knight-Swift Agrees to Pay $3 Million to Settle 401(k) Lawsuits
Knight-Swift Transportation Holdings Inc. has agreed to a $3 million class settlement to resolve two lawsuits concerning the management of its 401(k) plan. This agreement will benefit approximately 23,000 plan participants who have been covered since October 2016, covering about 49% of their estimated losses. The lawsuits primarily challenged high plan fees and the company's use of 401(k) forfeitures.
Knight-Swift Transportation to Benefit From Tightening Truckload Capacity, BofA Says - MarketScreener
BofA Securities has upgraded Knight-Swift Transportation to Buy from Neutral, citing benefits from tightening truckload capacity. The analyst firm also adjusted its price target for Knight-Swift to $50 from $41. This upgrade suggests a positive outlook for the company amidst changing market conditions.
Knight-Swift (KNX): B of A Securities Upgrades to Buy, Raises Pr - GuruFocus
B of A Securities has upgraded Knight-Swift (KNX) from Neutral to Buy, increasing its price target from $41.00 to $50.00 due to increased confidence in the company's future performance. This upgrade reflects a positive outlook for the largest full-truckload carrier in the US, with analysts projecting an average target price of $51.52. The company, which diversifies its services across asset-based trucking, truck brokerage, and intermodal operations, is currently rated as "Outperform" by 21 brokerage firms.
Knight Transportation stock rating maintained at Buy by Benchmark - Investing.com Canada
This article reports that Benchmark has maintained its Buy rating on Knight Transportation stock. It notes an application error prevented the article from loading fully.
BofA Securities Upgrades Knight-Swift Transportation to Buy From Neutral, Adjusts Price Target to $50 From $41 - MarketScreener
BofA Securities has upgraded Knight-Swift Transportation Holdings Inc. (KNX) to "Buy" from "Neutral," increasing its price target to $50 from $41. This positive adjustment reflects a more optimistic outlook on the diversified freight transportation company. The article also provides recent stock performance, company profile, financial estimates, and analyst consensus data for Knight-Swift Transportation.
Knight-Swift Transportation Holdings, Inc. Experiences Evaluation Revision Amid Mixed Market Signals - Markets Mojo
Knight-Swift Transportation Holdings, Inc. has undergone an evaluation revision due to mixed market signals and technical indicators. The company's stock is currently trading at $42.73, representing a 19.44% decline year-to-date, contrasting with the S&P 500's positive performance. Technical analysis shows a mixed picture with mildly bullish MACD weekly but bearish monthly trends, and overall short-term bearishness indicated by Bollinger Bands and moving averages.
Knight Transportation stock rating upgraded by BofA Securities to Buy - Investing.com Canada
This article reports that BofA Securities has upgraded its rating for Knight Transportation stock to Buy. The content, however, appears to be an application error message rather than a full news article describing the upgrade details.
Bank of America Upgrades Knight-Swift Transportation (KNX) to Buy
Bank of America upgraded Knight-Swift Transportation (KNX) to a Buy rating, raising its 2026 EPS estimate and stock price target due to favorable market conditions in the truckload sector. KNX, the largest U.S. full-truckload carrier, saw its shares rise by 5.1% in premarket trading following the upgrade. Despite this positive outlook, the company faces financial challenges, including declining profitability metrics and a low Altman Z-Score, indicating potential financial distress.
Knight-Swift Transportation Rides Tightening US Truckload Supply - Finimize
Knight-Swift Transportation's shares surged after BofA Securities raised its earnings outlook, citing a tightening US truckload market. This tightening is attributed to new regulations and tariffs reducing the availability of trucks and drivers. These developments could signal a turnaround for transport stocks and potentially lead to higher freight costs across global supply chains.
Earnings call transcript: Knight-Swift Q2 2025 sees revenue rise, stock dips - Investing.com Canada
The article indicates that Knight-Swift's Q2 2025 earnings call showed a rise in revenue, despite a dip in the company's stock. It also highlights a current flash sale offering 50% off InvestingPro, suggesting opportunities for investors seeking better insights.
Knight-Swift Transportation Hits Day High with 7.2% Surge in Stock Price - Markets Mojo
Knight-Swift Transportation Holdings, Inc. saw its stock surge by 7.2% to an intraday high of USD 46.09, marking a 17.8% increase over the past week, despite a year-to-date decline. The company reported strong financial metrics including a low Debt to EBITDA ratio of 1.01 times, a net profit of USD 72.2 million for the first half of the year representing 205.84% growth, and a high dividend per share of USD 8.33. With a market capitalization of USD 6,940 million and 100% institutional ownership, the transport services company shows strong investor confidence.
Allspring Global Investments Holdings LLC Increases Stake in Knight-Swift Transportation Holdings Inc. $KNX
Allspring Global Investments Holdings LLC significantly increased its stake in Knight-Swift Transportation Holdings Inc. by 8.1% during the second quarter, now owning over 3.5 million shares valued at $165.7 million. This move is part of broader institutional interest, with hedge funds and other institutional investors holding 88.77% of the company's stock. Analysts have provided target prices ranging from $43.00 to $60.00, reflecting varied expectations for the transportation company.
Major US Trucking Giant Knight-Swift Transportation Sets Q3 2025 Earnings Release Date
Knight-Swift Transportation Holdings Inc. announced that it will release its third-quarter 2025 earnings after market close on Wednesday, October 22, 2025. The company will also host a conference call on the same date from 4:30-5:30 p.m. EDT to discuss the financial results and other matters. Investors can access a webcast of the call and accompanying slides on the investor section of Knight-Swift's website.
Knight-Swift Settles Robert Hagins Workers Suit Over Retirement Fees
Knight-Swift Transportation Holdings Inc. has agreed to settle a class-action lawsuit brought by 23,500 workers, led by Robert Hagins and Tommie Woodard, over alleged excessive retirement plan fees. The lawsuit claimed that participants were charged significantly higher annual fees compared to similar plans and that expensive share classes were used despite cheaper alternatives. This settlement, if approved, would resolve a high-profile ERISA case concerning the management of the company's $432 million retirement plan.
Why Goldman Sachs Suddenly Boosted These 3 Trucking Stocks
Goldman Sachs analyst Jordan Alliger has issued "Buy" ratings for three trucking stocks: Old Dominion Freight Line (ODFL), Saia Inc. (SAIA), and Knight-Swift Transportation (KNX). This bullish outlook, despite tariff uncertainties, is driven by the potential for increased domestic supply chain demand following a poor ISM Manufacturing PMI reading. The analyst sees significant upside for these stocks, with implied rallies of 23% for ODFL, 53.4% for SAIA, and 45.3% for KNX, leading to institutional interest and a decrease in short selling.
Judge Finds in Favor of Knight-Swift in 401(k) Forfeiture Case
A federal judge has dismissed a class action lawsuit against Knight-Swift Transportation Holdings Inc., ruling that the company did not misuse forfeited 401(k) assets to offset company contributions instead of paying plan expenses. The court found that the company's actions aligned with the plan's terms and federal regulations, as employer obligations are governed by the written plan document, not external filings like Form 5500. This decision is seen as favorable for plan sponsors, although its impact may vary as similar ERISA lawsuits continue across the country.
Knight-Swift acquires Southwestern LTL carrier
Knight-Swift Transportation Holdings has acquired Dependable Highway Express (DHE), an LTL carrier operating in California, Nevada, and Arizona, adding 14 service centers and 600 employees to its LTL unit. This acquisition aligns with Knight-Swift's strategy to build a nationwide LTL network by 2026, complementing its existing LTL operations. DHE will be rebranded as DHE Transportation and provides a crucial foothold in the Southwest for Knight-Swift's expansion efforts.
Knight-Swift Expands LTL Footprint with Purchase of Dependable Highway Express
Knight-Swift Transportation has acquired the less-than-truckload (LTL) division of Dependable Highway Express (DHE) to further build its nationwide LTL network. This acquisition expands Knight-Swift's LTL terminal and door counts by approximately 10% and extends its coverage to key Southwest markets, connecting its existing LTL businesses for coast-to-coast service. The DHE LTL division will operate as a separate brand under the AAA Cooper corporate group, and Knight-Swift estimates DHE generated approximately $122 million in total operating revenue over the past 12 months.
Knight-Swift knocks EV cost problems, ‘disappointing mileage’
Knight-Swift Transportation Holdings is pushing back against a shareholder proposal to enhance environmental reporting, citing the high costs and operational challenges of electric vehicles. The company argues that the transition to an all-EV fleet would be unprofitable due to significant cost differentials, disappointing mileage, and inadequate charging infrastructure. Despite these issues, Knight-Swift highlights its ongoing commitment to sustainability and progress in reducing emissions through existing initiatives.
Freight transport company’s driver’s license rule discriminates against foreign-born applicants, lawsuit alleges
A lawsuit filed on April 25 alleges that Swift Transportation Co. of Arizona's policy requiring applicants to have a U.S. driver's license for at least 12 months discriminates against foreign-born individuals on the basis of national origin, violating Title VII of the Civil Rights Act of 1964. The Afghanistan-born applicant, who possessed an international license, a U.S. commercial driver’s license, and three years of driving experience abroad, was denied employment due to not meeting the 12-month U.S. license requirement. The complaint states that the policy has a disparate impact on foreign-born applicants and is not consistent with business necessity, suggesting less discriminatory alternatives.
Knight-Swift CEO Jackson steps down, Miller takes reins as CEO, Hess as CFO
David Jackson has stepped down as CEO of Knight-Swift Transportation after nine years, with Adam Miller taking over the role. Andrew Hess has been appointed as the new CFO, succeeding Miller. The company expresses confidence in the new leadership and their plans for expanding LTL footprint and improving financial performance.
Knight-Swift aims to provide national LTL network in-house by 2026
Knight-Swift Transportation Holdings plans to establish a nationwide, in-house Less-Than-Truckload (LTL) service by the end of 2026. The company intends to add at least 20 new service centers in 2024 and will focus on acquisitions to fill out its national map, particularly in the Northeast and Southwest, complementing its existing network of approximately 115 LTL locations. This expansion builds on Knight-Swift's entry into the LTL industry in 2021 through strategic acquisitions, positioning it to become a top transport provider.
Knight-Swift Reports 71% Earnings Drop for Q2
Knight-Swift Transportation Holdings Inc. reported a significant 71% year-over-year earnings drop for Q2, with net income falling to $63.3 million. CEO David Jackson noted a difficult operating environment due to a prolonged freight down cycle, but sees the acquisition of U.S. Xpress as an opportunity to improve profitability and expand services. Despite challenges across truckload, LTL, logistics, and intermodal segments, the company expects a strong recovery and sees the acquisition as a catalyst for future growth.
US Xpress shareholder sues to temporarily halt merger
A US Xpress shareholder has filed a lawsuit seeking to temporarily halt the merger vote with Knight-Swift Transportation Holdings. The lawsuit alleges that stockholders are being asked to vote with incomplete or misleading financial information regarding management's projections and financial valuations. The plaintiff, Stephen Bushansky, is asking a federal court to postpone the June 29 vote until more financial details are provided.
Knight-Swift Transportation to acquire U.S. Xpress Enterprises
Knight-Swift Transportation is set to acquire U.S. Xpress Enterprises for approximately $808 million. This acquisition is expected to significantly increase Knight-Swift's revenue base and aims to improve U.S. Xpress's operating ratio and return on invested capital within a few years, while allowing U.S. Xpress to continue operating as an independent brand. The transaction is anticipated to close in late Q2 or early Q3 2023.
Knight-Swift Agrees to Acquire U.S. Xpress
Knight-Swift Transportation Holdings has announced an agreement to acquire U.S. Xpress for approximately $808 million. U.S. Xpress will operate as an independent brand, with its current senior management staying on until the deal closes, which is expected by midyear. This acquisition is anticipated to grow Knight-Swift's revenue by nearly 30% and is targeted to improve U.S. Xpress's earnings and operations.
Knight-Swift Transportation sued over high record-keeping fees in 401(k) plan
Knight-Swift Transportation is facing a lawsuit concerning high record-keeping fees within its 401(k) plan. The article highlights this legal action and mentions other unrelated financial news stories.
Phoenix’s Knight-Swift Sued Over $432 Million 401(k) Plan’s Fees
Knight-Swift Transportation Holdings Inc. is facing a proposed class-action lawsuit alleging mismanagement of its $432 million 401(k) retirement plan. The lawsuit claims the company overpaid for administrative services and offered high-cost funds, leading to excessive fees for plan participants.
