Knight-Swift Transportation Holdings Inc. $KNX Shares Sold by JPMorgan Chase & Co.

26 Feb 2026, 10:26 by Tristan Rich · The Markets Daily

JPMorgan Chase & Co. reduced its stake in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX – Free Report) by 4.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,312,474 shares of the transportation company’s stock after selling 58,280 shares during the period. JPMorgan Chase & Co. owned approximately 0.81% of Knight-Swift Transportation worth $51,856,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. SJS Investment Consulting Inc. boosted its stake in shares of Knight-Swift Transportation by 7,100.0% during the third quarter. SJS Investment Consulting Inc. now owns 936 shares of the transportation company’s stock valued at $37,000 after acquiring an additional 923 shares during the last quarter. Versant Capital Management Inc raised its holdings in Knight-Swift Transportation by 111.3% in the third quarter. Versant Capital Management Inc now owns 936 shares of the transportation company’s stock valued at $37,000 after buying an additional 493 shares during the period. MMA Asset Management LLC acquired a new position in shares of Knight-Swift Transportation during the 3rd quarter valued at $41,000. Employees Retirement System of Texas acquired a new position in shares of Knight-Swift Transportation during the second quarter worth about $58,000. Finally, Bartlett & CO. Wealth Management LLC raised its stake in shares of Knight-Swift Transportation by 68.7% during the third quarter. Bartlett & CO. Wealth Management LLC now owns 2,087 shares of the transportation company’s stock valued at $82,000 after purchasing an additional 850 shares during the period. Institutional investors and hedge funds own 88.77% of the company’s stock.

Insider Transactions at Knight-Swift Transportation

In related news, COO James L. Fitzsimmons sold 5,917 shares of Knight-Swift Transportation stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $54.77, for a total transaction of $324,074.09. Following the completion of the sale, the chief operating officer owned 8,716 shares of the company’s stock, valued at approximately $477,375.32. This trade represents a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Reed Stultz sold 4,692 shares of the company’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $51.51, for a total value of $241,684.92. Following the completion of the transaction, the senior vice president directly owned 465 shares in the company, valued at approximately $23,952.15. The trade was a 90.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 76,852 shares of company stock valued at $4,256,770 in the last three months. 3.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on KNX. Susquehanna increased their target price on Knight-Swift Transportation from $58.00 to $60.00 and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Zacks Research raised Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a report on Wednesday, December 3rd. Barclays lifted their target price on Knight-Swift Transportation from $50.00 to $65.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Benchmark boosted their target price on shares of Knight-Swift Transportation from $60.00 to $65.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Stifel Nicolaus reduced their price target on shares of Knight-Swift Transportation from $63.00 to $61.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $60.00.

Check Out Our Latest Report on Knight-Swift Transportation

Knight-Swift Transportation Trading Down 2.6%

NYSE KNX opened at $58.68 on Thursday. Knight-Swift Transportation Holdings Inc. has a twelve month low of $36.69 and a twelve month high of $62.63. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a market cap of $9.53 billion, a price-to-earnings ratio of 143.13, a PEG ratio of 0.89 and a beta of 1.15. The firm’s 50 day moving average price is $56.74 and its two-hundred day moving average price is $48.73.

Knight-Swift Transportation (NYSE:KNX – Get Free Report) last announced its quarterly earnings data on Wednesday, January 21st. The transportation company reported $0.31 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.36 by ($0.05). Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The business had revenue of $1.86 billion during the quarter, compared to analysts’ expectations of $1.90 billion. During the same period in the prior year, the company posted $0.36 earnings per share. The firm’s revenue was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Equities analysts anticipate that Knight-Swift Transportation Holdings Inc. will post 2.13 EPS for the current year.

Knight-Swift Transportation Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Friday, March 6th will be paid a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. The ex-dividend date of this dividend is Friday, March 6th. Knight-Swift Transportation’s dividend payout ratio (DPR) is currently 175.61%.

About Knight-Swift Transportation

(Free Report)

Knight-Swift Transportation Holdings Inc (NYSE: KNX) is one of North America’s largest asset-based truckload carriers, offering a wide range of transportation and logistics services. The company was formed in 2017 through the merger of Knight Transportation and Swift Transportation, each with decades of experience in long-haul dry van and refrigerated freight. Since the merger, Knight-Swift has pursued a growth strategy that includes fleet expansions, targeted acquisitions, and investments in technology to enhance service reliability and network efficiency.