Knight-Swift Transportation Holdings (KNX) is down 3.1% today. Here is some analysis on what might have caused this price movement.
Analysis: There does not appear to be a new company-specific filing or major corporate announcement behind today’s drop, so the move looks tied to trading around the freight outlook rather than a fresh fundamental shock. This could be because investors are balancing Knight-Swift’s strong second-quarter execution and a recent bullish analyst initiation against softer recent freight-demand readings and higher fuel-cost pressure heading into the fall shipping season.
Details:
Sources:
SEC, Knight-Swift Transportation, FreightWaves, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$KNX Insider Trading Activity
$KNX insiders have traded $KNX stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $KNX stock by insiders over the last 6 months:
- REID DOVE (CEO AAA Cooper Transportation) has made 0 purchases and 3 sales selling 219,154 shares for an estimated $15,813,411.
- CARY M FLANAGAN (Exec VP and CAO) sold 3,600 shares for an estimated $254,951
- PLOEG DAVID VANDER sold 2,200 shares for an estimated $115,126
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$KNX Hedge Fund Activity
We have seen 381 institutional investors add shares of $KNX stock to their portfolio, and 230 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D1 CAPITAL PARTNERS L.P. removed 5,491,563 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $427,628,010
- WELLINGTON MANAGEMENT GROUP LLP removed 4,151,067 shares (-69.8%) from their portfolio in Q2 2026, for an estimated $323,243,587
- ENSIGN PEAK ADVISORS, INC removed 2,554,298 shares (-75.4%) from their portfolio in Q2 2026, for an estimated $198,903,185
- BLACKROCK, INC. added 2,284,371 shares (+15.3%) to their portfolio in Q2 2026, for an estimated $177,883,969
- MANNING & NAPIER ADVISORS LLC added 2,221,397 shares (+inf%) to their portfolio in Q2 2026, for an estimated $172,980,184
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 2,103,816 shares (-49.4%) from their portfolio in Q2 2026, for an estimated $163,824,151
- VICTORY CAPITAL MANAGEMENT INC removed 2,047,864 shares (-30.0%) from their portfolio in Q2 2026, for an estimated $159,467,169
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$KNX Price Targets
Multiple analysts have issued price targets for $KNX recently. We have seen 13 analysts offer price targets for $KNX in the last 6 months, with a median target of $86.0.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $90.0 on 07/09/2026
- Christopher Kuhn from Benchmark set a target price of $90.0 on 07/09/2026
- Ravi Shanker from Morgan Stanley set a target price of $100.0 on 07/06/2026
- Patrick Tyler Brown from Raymond James set a target price of $91.0 on 07/02/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $84.0 on 07/01/2026
- Brandon Oglenski from Barclays set a target price of $90.0 on 06/25/2026
- Jordan Alliger from Goldman Sachs set a target price of $86.0 on 06/23/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
