Barclays Reiterates Buy Rating for Knight-Swift Transportation
Barclays analyst Brandon Oglenski maintains a buy rating with a $90 price target for Knight-Swift, a 16.62% upside from the current price.
Key Points
- Barclays analyst Brandon Oglenski reiterated a buy rating for Knight-Swift Transportation Holdings Inc. (NYSE:KNX) with a $90 price target on June 25, 2026.
- Barclays's $90 price target implies 16.62% upside from Knight-Swift Transportation Holdings Inc.'s ($KNX) current $77.17 share price.
- Shares of Knight-Swift traded at $74.52 on Friday, with a market cap of approximately $12.3 billion and a forward P/E ratio of 21.94.
- Recent insider activity includes both buying and selling by executives, while institutional investors like BlackRock increased their holdings.
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Barclays analyst Brandon Oglenski has reiterated his buy rating for Knight-Swift Transportation Holdings Inc. (NYSE:KNX), setting a price target of $90. This announcement was made on June 25, 2026, as part of Barclays' ongoing coverage of the trucking company. Shares of Knight-Swift traded at $74.52 on Friday.
Barclays vs. the S&P 500
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Knight-Swift Transportation Holdings Inc. Stock Up 14.8%
Knight-Swift Transportation Holdings Inc. is a major player in the trucking industry, operating across the United States and Mexico. With a market cap of around $12.3 billion, the company has a forward P/E ratio of 21.94, indicating investor expectations for earnings growth. The stock has a 52-week range between $38.63 and $82.86, suggesting some volatility over the past year. Its 50-day moving average stands at $69.30, while the 200-day moving average is $55.43. The company's beta of 1.196 suggests it has been more volatile than the broader market.
$KNX price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
Knight-Swift reported revenue of approximately $7.5 billion, showing a growth rate of 1.4%. The company has a net margin of 0.45% and a return on equity of 0.48%. Earnings per share stand at $0.21. Investors are looking forward to the next earnings report scheduled for July 22, 2026.
Dividend
Knight-Swift offers a dividend rate of $0.80 per share, resulting in a yield of 1.08%. The dividend payout ratio is relatively low at 3.52%, indicating a conservative approach to shareholder returns.
Insider Buying and Selling at Knight-Swift Transportation Holdings Inc.
Recent insider activity at Knight-Swift includes transactions by several executives. On May 31, 2026, CFO Andrew Hess sold 321 shares at an average price of $75.63, while also purchasing 1,209 shares. COO James Fitzsimmons was active on the same day, buying 5,751 shares and selling 5,513 shares.
Analysts Set New Price Targets
On June 25, 2026, Barclays maintained its buy rating for Knight-Swift with a $90 price target. Goldman Sachs also maintained a buy rating with an $86 target on June 23. Citigroup downgraded the stock to a hold with a $90 target on June 15. Overall, the consensus among analysts is a buy rating, with an average target price of $77.53 based on 17 opinions.
About Knight-Swift Transportation Holdings Inc.
Knight-Swift Transportation Holdings Inc., based in Phoenix, Arizona, is a leading provider of freight transportation services in North America. The company operates in segments including Truckload, LTL, Logistics, and Intermodal, offering a variety of transportation solutions such as dedicated, refrigerated, and flatbed services. With over 37,100 employees, Knight-Swift serves a diverse range of industries, including retail, food and beverage, and automotive.
Bottom Line
Barclays' reaffirmation of its buy rating for Knight-Swift Transportation underscores the positive outlook analysts have for the company. Investors will be watching closely for the upcoming earnings report to see if the company's performance aligns with these expectations. As always, it's important to remember that analyst ratings are just one piece of the puzzle, and investors should consider a range of factors when evaluating stock opportunities.
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