Market Cap
$10.4B
KNX
Knight-Swift Transportation Holdings Inc.
$66.41 ▲ +1.53%
Prev close $65.41Market cap$10.4B
ConsensusStrong Buy
12-mo target$88.45 (+35.2%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on KNX right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (80%)
Inst. Holders
50 funds
Inst. Value
$9.7B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $16.2M sell
Insider Net $
-$16.2M
Social Sentiment
67° Warm
SEC Reports
9
Price chart 30d -1.5%
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.
Oct 1, 2026 short_volume
Short Volume: KNX — 62.0% short (1.0M / 1.6M)
Short: 968,979 | Exempt: 5 | TRF Vol: 1,562,771 | Short Ratio: 62.0% | Off-exchange volume (dark poo
Sep 2, 2026 Insider
Aug 15, 2026 SEC KNIGHT GARY J gifted 111,740 shares
Vice Chairman
Two Knight-Swift insiders sold a total of ~$3.14M in open-market sales over a 7-day window. The CEO of AAA Cooper Transp
CLUSTER — Impact 2/10
Aug 13, 2026 Insider
Dove Reid sold 126,864 shares
CEO AAA Cooper Transportation @ $73.13 ($9.3M)
Aug 12, 2026 Insider
Aug 6, 2026 SEC Vander Ploeg David sold 2,200 shares
Director @ $52.33 ($115.1K)
Knight-Swift Transportation Holdings Inc. filed an 8-K announcing its board declared a quarterly cash dividend of $0.20
8-K — Impact 2/10
Two Knight-Swift insiders — an Exec VP/CAO and a Director — sold a combined $3.77M in open-market sales on July 31, 2026
CLUSTER — Impact 3/10
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — ADD
2,658,723 shares ($207.0M)
Analyst ratings buy % +17.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
80% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 23, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 23, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 23, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 23, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 23, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 15, 2026 | Citizens | INITIATE | Market Outperform | 38% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 13 | 5 | 0 | 0 | 80% | |
| Aug 1, 2026 | 7 | 13 | 5 | 0 | 0 | 80% | |
| Jul 1, 2026 | 5 | 12 | 5 | 1 | 0 | 74% | |
| Jun 1, 2026 | 6 | 11 | 5 | 1 | 0 | 74% | |
| May 1, 2026 | 6 | 12 | 5 | 1 | 0 | 75% | |
| Apr 1, 2026 | 7 | 11 | 6 | 1 | 0 | 72% | |
| Mar 1, 2026 | 6 | 10 | 8 | 1 | 0 | 64% | |
| Feb 1, 2026 | 7 | 10 | 7 | 1 | 0 | 68% |
Price targets
Where 20 covering analysts think KNX trades over the next 12 months.
$88.45 +35.2% upside Strong Buy
Current$65.41 Low$57.00 Median$90.00 High$100.00 20 analysts
$57.00$100.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 5 neutral · avg impact 4.3/10.
NEUTRALCLUSTER2/10
Two Knight-Swift insiders sold a total of ~$3.14M in open-market sales over a 7-day window. The CEO
Aug 15, 2026
NEUTRAL8-K2/10
Knight-Swift Transportation Holdings Inc. filed an 8-K announcing its board declared a quarterly cas
Aug 6, 2026
NEUTRALCLUSTER3/10
Two Knight-Swift insiders — an Exec VP/CAO and a Director — sold a combined $3.77M in open-market sa
Jul 31, 2026
BEARISH1445/10
Executive Chairman Kevin P. Knight filed a Form 144 to sell 300,000 shares of Knight-Swift Transport
Jun 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: KNX — 62.0% short (1.0M / 1.6M)
Short: 968,979 | Exempt: 5 | TRF Vol: 1,562,771 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: KNX — 56.5% short (1.2M / 2.1M)
Short: 1,175,536 | Exempt: 2 | TRF Vol: 2,080,972 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: KNX — 63.6% short (1.1M / 1.8M)
Short: 1,134,171 | Exempt: 3,223 | TRF Vol: 1,782,909 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: KNX — 64.9% short (0.5M / 0.8M)
Short: 500,146 | Exempt: 34 | TRF Vol: 770,551 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: KNX — 66.1% short (1.0M / 1.5M)
Short: 995,911 | Exempt: 0 | TRF Vol: 1,505,597 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
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 FY | $2.32 | $2.20–$2.56 | 83.8% | +0.0% | 16↑ 0↓ | $8.2B | 20 |
| Current Q | $0.76 | $0.73–$0.84 | 138.9% | +0.1% | 15↑ 1↓ | $2.1B | 19 |
| Next Q | $0.81 | $0.70–$0.95 | 161.0% | +0.2% | 14↑ 2↓ | $2.1B | 19 |
| Next FY | $4.03 | $3.40–$4.70 | 74.1% | +0.8% | 15↑ 0↓ | $8.9B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.765 | — |
| 7d ago | $0.765 | -0.000 |
| 30d ago | $0.764 | +0.001 |
| 60d ago | $0.764 | +0.001 |
| 90d ago | $0.663 | +0.102 |
Institutional ownership
Which big funds own KNX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.7B total value (125,387,691 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, DIMENSIONAL. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 17,215,886 | $1.3B | 13.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 8,559,415 | $666.5M | 6.9% | — |
| FMR LLC | 8,061,153 | $627.7M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,061,941 | $549.9M | 5.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,459,119 | $503.0M | 5.2% | — |
| STATE STREET CORP | 5,208,839 | $405.6M | 4.2% | — |
| Invesco Ltd. | 5,148,259 | $400.9M | 4.1% | — |
| VICTORY CAPITAL MANAGEMENT INC | 4,786,891 | $372.8M | 3.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,488,969 | $349.6M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 2,089,501 | 2,658,723 | +27.2% | $207.0M |
| NORGES BANK | NEW | — | 2,153,384 | — | $167.7M |
| Allspring Global Investments Holdings, LLC | TRIM | 4,260,269 | 2,156,453 | -49.4% | $166.8M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 868,198 | 1,833,698 | +111.2% | $142.8M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,944,965 | 1,793,898 | -69.8% | $139.7M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | TRIM | 2,086,544 | 1,410,955 | -32.4% | $109.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 943,286 | 1,330,047 | +41.0% | $103.6M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 895,392 | 1,296,046 | +44.7% | $100.9M |
| JANE STREET GROUP, LLC | DOUBLED | 7,476 | 1,204,990 | +16018.1% | $93.8M |
| Polar Capital Holdings Plc | NEW | — | 1,116,946 | — | $87.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$16.2M — $0.00 bought, $16.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | KNIGHT GARY J | Vice Chairman | GIFT | 111,740 | — | — |
| Aug 13, 2026 | Dove Reid | CEO AAA Cooper Transportation | SELL | 126,864 | $73.13 | $9.3M |
| Aug 12, 2026 | Vander Ploeg David | Director | SELL | 2,200 | $52.33 | $115.1K |
| Aug 12, 2026 | Dove Reid | CEO AAA Cooper Transportation | SELL | 42,290 | $71.49 | $3.0M |
| Jul 31, 2026 | Dove Reid | Director | SELL | 50,000 | $70.25 | $3.5M |
| Jul 31, 2026 | Flanagan Cary M | Exec VP and CAO | SELL | 3,600 | $70.82 | $255.0K |
| May 31, 2026 | Prickett Wilburn Douglas III | Pres/COO AAA Transportation | EXERCISE | 1,983 | — | — |
| May 31, 2026 | Fitzsimmons James L | COO Swift Transportation | EXERCISE | 608 | — | — |
| May 31, 2026 | Fitzsimmons James L | COO Swift Transportation | TAX W/H | 167 | $75.63 | $12.6K |
| May 31, 2026 | Flanagan Cary M | Exec VP and CAO | EXERCISE | 356 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KNX.
Shares short
13,060,742
Settlement Sep 15, 2026
Change vs prior
+18.5%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈8.0%
Estimate — not % of float
All KNX filing & press-release reports (9)
- CLUSTER reportAug 15, 2026
- 8-K reportAug 6, 2026
- CLUSTER reportJul 31, 2026
- 144 reportJun 8, 2026
- 8-K reportJun 4, 2026
- 8-K reportMay 13, 2026
- 8-K reportMay 8, 2026
- 8-K reportApr 22, 2026
- 8-K reportApr 21, 2026