Market Cap
$8.9B
SAIA
SAIA INC
$354.02 ▲ +2.80%
Prev close $344.38Market cap$8.9B
ConsensusBuy
12-mo target$431.90 (+22.0%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on SAIA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (67%)
Inst. Holders
50 funds
Inst. Value
$8.6B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $6.2M sell
Insider Net $
-$6.2M
SEC Reports
8
Press Releases
3
Price chart 30d +6.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 contract
Sep 3, 2026 SEC Saia and Wreaths Across America Team Up for NASCAR Cup Series Race
The No. 54 Saia Freight and Logistics Toyota Camry XSE will feature the nonprofit’s logo The No. 54
Saia released July and August 2026 LTL operating data, showing accelerating tonnage growth (QTD +8.3%) driven by heavier
8-K — Impact 4/10
Saia reported Q2 2026 EPS of $3.51, beating consensus of $3.26 by 7.6%, and provided positive Q3 LTL tonnage data showin
PRESS-RELEASE — Impact 6/10
Saia reported Q2 2026 revenue of $956.5M (+17.1% YoY) and diluted EPS of $3.51, beating consensus of $3.39 (+3.5%). Oper
8-K — Impact 6/10
Saia announced a primary sponsorship of Christopher Bell's No. 20 Joe Gibbs Racing Toyota for the NASCAR Cup Series race
Impact 2/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — ADD
1,023,332 shares ($431.0M)
Jun 30, 2026 Inst.
Capital Research Global Investors — DOUBLED
490,907 shares ($206.8M)
May 20, 2026 Insider
Norwood Anthony R sold 292 shares
EVP & CHRO @ $468.77 ($136.9K)
Analyst ratings buy % +13.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
67% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Sep 10, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Sep 8, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 31, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 31, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 10 | 8 | 1 | 0 | 67% | |
| Aug 1, 2026 | 8 | 10 | 8 | 1 | 0 | 67% | |
| Jul 1, 2026 | 4 | 9 | 12 | 1 | 0 | 50% | |
| Jun 1, 2026 | 5 | 9 | 11 | 1 | 0 | 54% | |
| May 1, 2026 | 5 | 9 | 11 | 1 | 0 | 54% | |
| Apr 1, 2026 | 5 | 9 | 12 | 1 | 0 | 52% | |
| Mar 1, 2026 | 5 | 10 | 11 | 1 | 0 | 56% | |
| Feb 1, 2026 | 5 | 11 | 11 | 0 | 0 | 59% |
Price targets
Where 21 covering analysts think SAIA trades over the next 12 months.
$431.90 +22.0% upside Strong Buy
Current$354.02 Low$285.00 Median$439.00 High$510.00 21 analysts
$285.00$510.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 3 neutral · avg impact 5.1/10.Plus 3 press releases.
NEUTRAL8-K4/10
Saia released July and August 2026 LTL operating data, showing accelerating tonnage growth (QTD +8.3
Sep 3, 2026
BULLISHPRESS-RELEASE6/10
Saia reported Q2 2026 EPS of $3.51, beating consensus of $3.26 by 7.6%, and provided positive Q3 LTL
Sep 3, 2026
BULLISH8-K6/10
Saia reported Q2 2026 revenue of $956.5M (+17.1% YoY) and diluted EPS of $3.51, beating consensus of
Jul 30, 2026
NEUTRALINST-CLUSTER4/10
Three mega-passive funds (Fidelity, Invesco, Morgan Stanley) significantly increased SAIA positions
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
contract
Saia and Wreaths Across America Team Up for NASCAR Cup Series Race
The No. 54 Saia Freight and Logistics Toyota Camry XSE will feature the nonprofit’s logo The No. 54 Saia Freight and Logistics Toyota Camry XSE will f
Sep 29, 2026
earnings
Saia to Announce Third Quarter 2026 Results on October 29, 2026
JOHNS CREEK, Ga., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) announced that it will release its quarterly financial results before t
Sep 7, 2026
dark_pool
Dark Pool: SAIA — 0.5M shares, 21,898 trades
Week starting 2026-09-07. Total ATS volume: 455,354 shares across 21,898 trades.
Sep 3, 2026
earnings
Saia Provides July and August LTL Operating Data
JOHNS CREEK, Ga., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) is providing LTL shipment and tonnage data for the first two months of
Aug 31, 2026
dark_pool
Dark Pool: SAIA — 0.7M shares, 31,494 trades
Week starting 2026-08-31. Total ATS volume: 656,302 shares across 31,494 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.28 | $3.13–$3.41 | 16.6% | +0.5% | 3↑ 1↓ | $1.0B | 19 |
| Next Q | $2.72 | $2.37–$3.13 | 53.6% | +0.6% | 1↑ 3↓ | $0.9B | 18 |
| Current FY | $11.37 | $10.98–$11.85 | 24.8% | +0.3% | 2↑ 3↓ | $3.6B | 20 |
| Next FY | $14.28 | $13.07–$16.04 | 25.6% | +0.9% | 2↑ 4↓ | $3.9B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.277 | — |
| 7d ago | $3.268 | +0.009 |
| 30d ago | $3.261 | +0.016 |
| 60d ago | $3.265 | +0.011 |
| 90d ago | $3.365 | -0.088 |
Institutional ownership
Which big funds own SAIA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.6B total value (20,704,190 shares) as of 2026-Q2. Top holders: BlackRock,, ALLIANCEBERNSTEIN, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,545,731 | $1.1B | 12.5% | — |
| ALLIANCEBERNSTEIN L.P. | 2,226,821 | $782.2M | 9.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,203,860 | $507.0M | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,106,068 | $465.8M | 5.4% | — |
| FIRST TRUST ADVISORS LP | 1,023,332 | $431.0M | 5.0% | ADD +27.2% |
| STATE STREET CORP | 854,398 | $359.9M | 4.2% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 813,962 | $342.8M | 4.0% | — |
| Invesco Ltd. | 802,608 | $338.0M | 3.9% | — |
| MORGAN STANLEY | 669,140 | $281.8M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 518,243 | $218.3M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 804,284 | 1,023,332 | +27.2% | $431.0M |
| Capital Research Global Investors | DOUBLED | 162,641 | 490,907 | +201.8% | $206.8M |
| NORGES BANK | NEW | — | 412,606 | — | $173.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 178,389 | 357,231 | +100.3% | $150.5M |
| JPMORGAN CHASE & CO | TRIM | 490,396 | 342,076 | -30.2% | $146.2M |
| WASATCH ADVISORS LP | TRIM | 708,880 | 342,773 | -51.6% | $144.4M |
| Qube Research & Technologies Ltd | DOUBLED | 51,958 | 326,955 | +529.3% | $137.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 170,145 | 259,020 | +52.2% | $109.1M |
| MILLENNIUM MANAGEMENT LLC | ADD | 178,439 | 226,048 | +26.7% | $95.2M |
| FIL Ltd | TRIM | 382,500 | 220,432 | -42.4% | $92.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$6.2M — $0.00 bought, $6.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | Norwood Anthony R | EVP & CHRO | SELL | 292 | $468.77 | $136.9K |
| May 13, 2026 | HOLZGREFE FREDERICK J III | President & CEO | J | 10,000 | $431.42 | $4.3M |
| May 11, 2026 | HOLZGREFE FREDERICK J III | President & CEO | GIFT | 10,000 | — | — |
| May 4, 2026 | EISNOR DI-ANN | Director | AWARD | 660 | — | — |
| May 4, 2026 | James Donald R | Director | AWARD | 395 | — | — |
| May 4, 2026 | ODELL RICHARD D | Director | AWARD | 395 | — | — |
| May 4, 2026 | Ward Susan F | Director | AWARD | 395 | — | — |
| May 4, 2026 | EPPS DONNA E | Director | AWARD | 395 | — | — |
| May 4, 2026 | GAINOR JOHN P JR | Director | AWARD | 395 | — | — |
| May 4, 2026 | HENRY KEVIN A | Director | AWARD | 623 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SAIA.
Shares short
1,251,862
Settlement Sep 15, 2026
Change vs prior
-2.9%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈4.7%
Estimate — not % of float
All SAIA filing & press-release reports (11)
- 8-K reportSep 3, 2026
- PRESS-RELEASE reportSep 3, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 1, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 2, 2026
- PRESS-RELEASE reportJun 2, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 30, 2026
- PRESS-RELEASE reportMar 30, 2026
- PRESS-RELEASE reportMar 3, 2026