Vanguard disaggregates holdings, reports zero KNX stake (NYSE: KNX)
The Vanguard Group has filed an Amendment No. 10 to its Schedule 13G/A for Knight-Swift Transportation Holdings Inc., reporting zero shares beneficially owned and 0% of the class. This change is due to an internal realignment effective January 12, 2026, which led to disaggregated reporting by Vanguard's subsidiaries and business divisions in accordance with SEC Release No. 34-39538. Vanguard explicitly states it no longer holds or is deemed to hold beneficial ownership over securities held by these separate entities.
A Look At Knight Swift Transportation Holdings (KNX) Valuation As Earnings Per Share Continue To Decline
Knight-Swift Transportation Holdings (KNX) is currently being re-evaluated by investors due to revenue growth lagging the industry and a 14.4% annual decline in EPS over five years, despite recent short-term share price gains. While a "most popular narrative" suggests the stock is 14.4% undervalued with a fair value of $64.26, driven by LTL segment expansion and anticipated margin improvements, a contrasting view highlights valuation risks given its P/E ratio of 135.5x, significantly higher than the industry average. The article advises investors to look beyond headlines, scrutinize data, and consider both inherent risks and rewards before making investment decisions.
Knight-Swift (NYSE: KNX) CEO exercises RSUs, withholds 7,699 shares for tax
Knight-Swift Transportation Holdings Inc. (NYSE: KNX) CEO Adam W. Miller exercised 17,758 performance-based restricted stock units which converted to Class A Common Stock. A total of 7,699 shares were subsequently withheld at $55.10 per share to cover tax obligations. Following these transactions, the joint account with his spouse holds 189,881 shares of Class A Common Stock.
Knight-Swift (NYSE: KNX) CEO exercises 18,513 RSUs; 8,131 shares withheld
Knight-Swift Transportation Holdings Inc. CEO Adam W. Miller reported the vesting and conversion of 18,513 restricted stock units (RSUs) into Class A common stock on January 31, 2026. A total of 8,131 shares were withheld at $55.10 per share to cover tax liabilities. Following these transactions, Miller indirectly holds 179,822 shares in a joint account with his spouse.
How A Tightening Truckload Labor Market At Knight-Swift (KNX) Has Changed Its Investment Story
An analyst at UBS upgraded Knight-Swift Transportation Holdings due to a tightening truckload market, evidenced by fewer commercial driver licenses issued since late 2025. This labor shift suggests improving pricing power for carriers like Knight-Swift, although risks from soft freight demand and LTL integration costs remain. The company's recent dividend increase highlights management's focus on shareholder returns amidst these market changes, with forecasts projecting significant revenue and earnings growth by 2028.
Knight-Swift's Demand Backdrop Remains Muted but Stable
Morningstar reports that Knight-Swift's demand backdrop remains muted but stable. The article highlights Knight Transportation's history of exceptional execution and network efficiency before its 2017 merger with Swift Transportation. Analyst Matthew Young notes similar subdued yet steady conditions in more recent reports as well.
KNX SEC Filings - Knight-Swift Transn Hldgs Inc 10-K, 10-Q, 8-K Forms
This article provides a comprehensive overview of Knight-Swift Transportation Holdings Inc. (KNX) SEC filings, including 10-K, 10-Q, and 8-K forms, which cover financial results, material events, and governance decisions. It highlights recent insider transactions such as stock sales and grants of restricted stock units (RSUs) and performance-based restricted stock units (PRSUs) to executives and directors in late 2025. The platform also offers AI-powered summaries to help investors interpret these complex regulatory documents.
KNX SEC Filings - Knight-Swift Transn Hldgs Inc 10-K, 10-Q, 8-K Forms
This page provides access to Knight-Swift Transportation Holdings Inc. (KNX) SEC filings, including 10-K, 10-Q, and 8-K forms, along with insider trading information. It details the company's regulatory disclosures, financial results, executive compensation, and quarterly dividends, enhanced with AI-powered summaries for easier interpretation. Recent filings cover Q3 2025 earnings, executive stock grants and salary adjustments, and director stock transactions.
Knight-Swift (NYSE: KNX) CEO nets shares after RSU performance vesting
Adam W. Miller, CEO of Knight-Swift Transportation Holdings Inc. (NYSE: KNX), reported equity activity involving the exercise of 17,758 performance restricted stock units (RSUs). These RSUs converted into Class A Common Stock following vesting on January 31, 2026, and performance approval on March 12, 2026. A portion of these shares, 7,699, were subsequently sold to cover tax liabilities, leaving Miller with 20,441 directly held shares and an additional 169,440 shares held indirectly through a trust.
Knight-Swift (NYSE: KNX) chair exercises RSUs and reports net share gain
Kevin P. Knight, Executive Chairman of Knight-Swift Transportation Holdings Inc. (NYSE: KNX), exercised 19,180 Performance Restricted Stock Units, converting them into Class A Common shares. To cover tax obligations, 4,670 shares were disposed of at $55.10 per share. Following these transactions, Knight directly holds 28,519 shares, with an additional 1,305,347 shares held indirectly through a trust.
Knight-Swift (KNX) vice chairman nets RSU shares after tax withholding
Knight-Swift Transportation Holdings Inc.'s Vice Chairman, Gary J. Knight, exercised 5,682 performance-based restricted stock units into Class A Common Stock on March 12, 2026. To cover tax obligations, 2,805 shares were disposed of at $55.10 per share through tax withholding, leaving him with 2,877 direct shares from this vesting. Additionally, Knight holds 2,711,861 shares indirectly through a trust.
Net current asset value per share of Knight-Swift Transportation Holdings Inc. Class A – BX:KNX
This article provides the net current asset value per share for Knight-Swift Transportation Holdings Inc. Class A (BX:KNX). It shows the period, value, change, and change percentage for this financial metric. The article is part of a financial data overview for the company on the TradingView platform.
Knight-Swift (KNX) US Xpress CFO gifts 1,550 KNX shares
Joshua Smith, the CFO of US Xpress, a segment of Knight-Swift Transportation Holdings Inc. (KNX), reported a bona fide gift of 1,550 shares of Class A common stock on February 26, 2026. After this transaction, Smith directly holds 7,664 shares of Knight-Swift stock. The filing, a Form 4, indicates a neutral impact and sentiment regarding the transaction.
Knight-Swift Transportation (KNX) Is Up 6.3% After Q4 Earnings Miss And CFO Share Sales - Has The Bull Case Changed?
Knight-Swift Transportation (KNX) recently reported disappointing Q4 2025 earnings, missing analyst expectations, coupled with insider share sales by its CFO. Despite a recent dividend increase, these events prompt a re-evaluation of the company's prospects, especially given slowing revenue, earnings trends, and a shift in analyst sentiment. The article suggests that while the stock saw a 6.3% increase post-news, investors should consider the implications of thinner margins and ongoing integration costs on the company's future performance.
Knight-Swift CFO Smith sells $351k in shares By Investing.com
Joshua Smith, CFO of US Xpress at Knight-Swift Transportation Holdings Inc. (NYSE:KNX), sold 5,770 shares of Class A Common Stock for approximately $351,473 on February 26, 2026. This transaction occurred while KNX stock was trading near its 52-week high, with InvestingPro analysis suggesting it is overvalued. The sale follows a recent earnings report where Knight Transportation missed adjusted EPS estimates, leading to varied price target adjustments from several analysts.
Knight-Swift CFO Smith sells $351k in shares
Joshua Smith, CFO of US Xpress at Knight-Swift Transportation Holdings Inc., sold 5,770 shares of Class A Common Stock for approximately $351,473. The sale occurred as KNX stock trades near its 52-week high, although InvestingPro analysis suggests the stock is currently overvalued. This transaction follows Knight Transportation's fourth-quarter 2025 earnings which missed analyst estimates, leading to varied price target adjustments from several analysts.
Knight-Swift CFO Smith sells $351k in shares
Joshua Smith, CFO - US Xpress at Knight-Swift Transportation Holdings Inc (NYSE:KNX), sold 5,770 shares for approximately $351,473 on February 26, 2026. This transaction leaves Smith with 9,214 directly owned shares. The sale occurred while KNX stock was trading near its 52-week high, following a 41% gain over the past six months, and comes amidst varying analyst perspectives after an earnings miss in the fourth quarter of 2025.
US Xpress CFO at Knight-Swift (KNX) sells 5,770 company shares
Joshua Smith, CFO of US Xpress at Knight-Swift Transportation Holdings Inc. (KNX), sold 5,770 shares of Class A Common Stock. The open-market transaction occurred on February 26, 2026, at a weighted average price of $60.914 per share. After the sale, Smith directly owns 9,214 shares of the company.
Knight-Swift CFO Smith sells $351k in shares By Investing.com
Joshua Smith, CFO - US Xpress at Knight-Swift Transportation Holdings Inc (NYSE:KNX), sold 5,770 shares of Class A Common Stock for approximately $351,473 on February 26, 2026. This sale occurred while KNX stock was trading near its 52-week high, with InvestingPro analysis suggesting the stock is overvalued. The article also provides recent analyst ratings and price target adjustments for Knight-Swift Transportation following a fourth-quarter 2025 earnings miss.
Knight-Swift exec chairman Knight sells $1.83 million in stock
Kevin P. Knight, Executive Chairman of Knight-Swift Transportation Holdings Inc (NYSE:KNX), sold 30,000 shares of Class A Common Stock for $1.83 million on February 20, 2026. This sale occurred while the company's shares are trading near their 52-week high, despite an InvestingPro analysis suggesting the stock is overvalued with a P/E ratio of 146. The transaction follows Knight-Swift's Q4 2025 earnings report, which missed analyst estimates, leading to mixed responses from financial analysts, though some upheld Buy ratings citing the company's strong market position.
Knight-Swift exec chairman Knight sells $1.83 million in stock By Investing.com
Kevin P. Knight, Executive Chairman of Knight-Swift Transportation Holdings Inc, sold 30,000 shares of Class A Common Stock for $1.83 million on February 20, 2026. This transaction occurred as Knight-Swift shares traded near their 52-week high, which saw a 33% gain over six months. The sale follows mixed analyst reactions to the company's Q4 2025 earnings, which fell short of estimates, leading to varied adjustments in price targets from various firms.
Knight-Swift (KNX) chair’s trust sells 70,000 shares around $60 level
Kevin P. Knight, Executive Chairman of Knight-Swift Transportation Holdings Inc. (KNX), reported the indirect sale of 70,000 shares of Class A common stock through a trust on February 17–18, 2026. The shares were sold at weighted-average prices around $60 per share. Following these transactions, Knight still indirectly owns over 1.33 million shares through the trust and directly holds 14,009 shares.
Knight-Swift (KNX) president reports 1,403 Class A shares via trust
Knight-Swift Transportation Holdings Inc. President Joseph A. Vitiritto has filed an initial ownership report (Form 3) disclosing his indirect stake in the company. The filing indicates he beneficially owns 1,403.3220 shares of Class A common stock through a trust. This Form 3 establishes his starting reported ownership position and is not a report of a buy or sell transaction.
Knight Swift Transportation Holdings’s Valuation After Higher Dividend And Cautious Trucking Outlook
Knight-Swift Transportation Holdings (KNX) recently increased its quarterly dividend to $0.20 per share, amidst a cautious trucking outlook. Despite a strong share price performance over the past year, the company's valuation presents a mixed picture. While it appears slightly undervalued based on analyst price targets and an intrinsic value gap, its high P/E ratio of 147.4x significantly exceeds industry averages, suggesting a potentially over-optimistic market expectation for future earnings.
Wellington discloses near-8% Knight-Swift (NYSE: KNX) stake in 13G/A filing
Wellington Management Group LLP and its affiliates have filed an amended Schedule 13G/A, revealing a beneficial ownership of 12,918,517 shares of Knight-Swift Transportation Holdings Inc. common stock, which constitutes 7.96% of the outstanding class. This filing indicates a passive investment stance, as the shares are held for advisory clients in the ordinary course of business and not to influence control of Knight-Swift. The entities hold shared voting and dispositive power over a significant portion of these shares.
Knight-Swift Transportation Holdings President of U.S. Xpress Timothy Harrington Sells 59% Of Holding
Timothy Harrington, President of U.S. Xpress at Knight-Swift Transportation Holdings Inc. (NYSE:KNX), recently sold US$508k worth of stock, representing 59% of his total holding. This move follows other insider sales, including Executive Chairman Kevin Knight's US$1.8m sale at a lower price. While insiders retain a significant 2.9% ownership, the recent selling activity suggests a lack of strong confidence from company leadership.
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.
Deutsche Bank Raises Price Target on Knight-Swift Transportation to $75 From $57, Keeps Buy Rating
Deutsche Bank has increased its price target for Knight-Swift Transportation Holdings Inc. (KNX) to $75 from $57, while maintaining a "Buy" rating on the stock. This re-evaluation comes after the company's recent Q4 2025 earnings report, which included various financial updates and dividend declarations. Knight-Swift Transportation is a diversified freight transportation company offering multiple services across truckload, less-than-truckload (LTL), logistics, and intermodal segments.
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.
Trucking Company to Pay $3 Million to Settle ERISA Lawsuit
Knight-Swift Transportation has agreed to a $3 million settlement in a class-action ERISA lawsuit involving 23,500 members. The lawsuit alleged that the trucking company's plan fiduciaries failed to control excessive administrative fees and included higher-cost investments in its 401k plan, resulting in significant losses for participants. The settlement addresses claims related to undisclosed revenue-sharing practices and the failure to select the most prudent share classes for investments.
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.
