Knight-Swift Transportation (KNX)
Moves freight across North America through truckload, LTL, logistics and intermodal networks.
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Moves freight across North America through truckload, less-than-truckload, logistics and intermodal operations. Distinct carrier brands operate under common ownership, with a historically truckload-centered platform expanding its regional freight network through acquisitions and new service centers.
Moves freight across North America through Truckload, Less-than-Truckload, Logistics and Intermodal operations. The portfolio combines asset-based carriers with freight brokerage and logistics management under brands including Knight, Swift and acquired regional networks.
Built around local terminals, shops and training academies, the operating model keeps subsidiary brands distinct while sharing practices under one holding company. Truckload remains the historical core, while acquisitions and new service centers have expanded the less-than-truckload network toward coverage of the contiguous United States.
The group’s reach depends on integrating acquired carriers, extending service-center connectivity and maintaining a large driver and terminal workforce. Its structure reflects the 2017 combination of Knight and Swift, with the two carrier brands continuing as separate operations under common ownership.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Bernstein | Initiate | Rating: —Target: — | Target: $91 |
| Sep 2, 2026 | Morgan Stanley | Target | Target: $100 | Target: $90 |
| Jul 23, 2026 | Evercore ISI | Reiterate | Rating: —Target: $66 | Target: $85 |
| Jul 23, 2026 | Stifel Nicolaus | Target | Target: $85 | Target: $88 |
| Jul 15, 2026 | Citigroup | Initiate | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $186.1M · Total debt $2.68B · Total assets $12.00B · Shareholders' equity $6.98B
- Revenue
- $2.10B
- Operating income
- $104.9M
- Net income
- $43.2M
HistoryDividendAnnual yield
| Institutions | ≈ 96.93% | 157.76M shares | |
|---|---|---|---|
| 659 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.95% | 8.05M shares | |
| 23 holders · as of Sep 2, 2026 | |||
| Adds to | 101.88% | ||
162.76M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.88%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.58% | 17.22M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.26% | 8.56M | as of Jun 30, 2026 |
FMR LLCInstitution | 4.95% | 8.06M | as of Jun 30, 2026 |
Jerry Moyes1Insider10 percent owner | 4.59% | 5.58M · 1.90M | filed Mar 11, 2022 |
Vanguard Capital Management LLCInstitution | 4.34% | 7.06M | as of Jun 30, 2026 |
- Jerry Moyes's transaction reports restate only vehicles that traded; the 2022 ownership statement (5.58M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Reid Dove | director, officer: CEO AAA Cooper Transportation | −126,864 | $73.13 |
| Aug 12, 2026 | Reid Dove | director, officer: CEO AAA Cooper Transportation | −42,290 | $71.49 |
| Aug 12, 2026 | Ploeg David Vander | director | −2,200 | $52.33 |
| Jul 31, 2026 | Reid Dove | director | −50,000 | $70.25 |
| Jul 31, 2026 | Cary M. Flanagan | officer: Exec VP and CAO | −3,600 | $70.82 |
- J.B. Hunt
Broad rival in intermodal, dedicated trucking, and freight brokerage
- Schneider National
Direct multimodal rival across truckload, intermodal, and logistics
- Werner Enterprises
Truckload and logistics rival in North American freight markets
- Old Dominion Freight Line
Large national LTL rival with adjacent brokerage and drayage services
- XPO
Asset-based national LTL rival competing on network scale and service
- Saia
National LTL rival with expedited and non-asset freight services
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Knight-Swift Transportation | $67.32 | +1.05% | $10.84B | 257.9 | 20.3 | 1.4 | +12.6% |
| J.B. Hunt | $237.99 | +0.77% | $22.18B | 33.5 | 27.7 | 1.7 | +19.4% |
| Schneider National | $32.69 | +1.11% | $5.66B | 50.5 | 24.4 | 1.0 | +10.4% |
| Werner Enterprises | $35.37 | +1.01% | $2.10B | — | 20.4 | 0.6 | +24.0% |
| Old Dominion Freight Line | $176.74 | +0.79% | $36.47B | 33.8 | 28.3 | 6.5 | +10.4% |
| XPO | $179.80 | +3.13% | $20.41B | 51.4 | 30.5 | 2.4 | +13.2% |
| Saia | $355.52 | +2.15% | $9.28B | 33.6 | 27.8 | 2.7 | +17.1% |
| Median | 33.8 | 27.7 | 2.1 | +15.1% |