Triton Wealth Management Sells Shares of Knight-Swift Transportation Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy KNX?
Source: Fool
- Share Reduction Details: On February 4, Triton Wealth Management reported a sale of 481,779 shares of Knight-Swift Transportation Holdings, with an estimated transaction value of $22.58 million, indicating a cautious outlook on the company's future performance.
- Position Change Analysis: This sale resulted in a $20.88 million decrease in Triton's holdings in Knight-Swift, reflecting uncertainty in the transportation sector's recovery, although the fund still retains approximately $3 million in shares, suggesting ongoing belief in the market cycle.
- Financial Performance Overview: Knight-Swift's latest quarter saw a 0.4% year-over-year revenue decline to about $1.86 billion, and a small net loss due to $52.9 million in impairment charges related to brand consolidation, highlighting the volatility in the industry's recovery.
- Cash Flow and Financial Health: Despite challenges, Knight-Swift achieved free cash flow of $763 million in 2025, with strong operating cash generation and a solid balance sheet providing management with flexibility to navigate market fluctuations and gradually returning pricing power.
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Analyst Views on KNX
Wall Street analysts forecast KNX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for KNX is 58.23 USD with a low forecast of 47.00 USD and a high forecast of 70.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 60.170
Low
47.00
Averages
58.23
High
70.00
Current: 60.170
Low
47.00
Averages
58.23
High
70.00
About KNX
Knight-Swift Transportation Holdings Inc. is a diversified freight transportation company. The Company is engaged in providing multiple truckload transportation and logistics services as well as less-than-truckload (LTL) services. It uses a nationwide network of business units and terminals in the United States and Mexico to serve customers throughout North America. The Truckload segment consists of an irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations. The LTL segment operates approximately 3,569 tractors and 9,564 trailers and includes national coverage to customers by utilizing partner carriers for areas outside of its direct network. Logistics and Intermodal segments provide a multitude of shipping solutions, including additional sources of truckload capacity and alternative transportation modes, by utilizing its network of third-party capacity providers and rail providers, as well as certain logistics and freight management services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Dynamics Observation: While specific company names were not mentioned, changes in analyst ratings typically influence investor decisions, potentially leading to price fluctuations in the related stocks.
- Investor Focus: For those considering buying WLK stock, analysts' opinions will serve as a crucial reference, aiding in the assessment of potential investment risks and returns.
- Information Source: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
CITIGROUP Downgrades KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC to Neutral from Buy
Company Overview: Knight-Swift Transportation Holdings is a major player in the transportation sector, focusing on freight and logistics services.
Recent Developments: Citigroup has made a strategic decision to cut its neutral rating on Knight-Swift, indicating a shift in their investment outlook.
See More
Transport Stock Plummets 25% Due to Accounting Mistake.
Investor Confidence: A decline in investor confidence can lead to significant repercussions in financial markets, affecting stock prices and overall market stability.
Impact of Financial Reporting: Inaccurate or misleading financial reporting can erode trust among investors, prompting them to withdraw their investments and seek safer alternatives.
See More
Triton Wealth Management Sells Shares of Knight-Swift Transportation Holdings
- Share Reduction Details: On February 4, Triton Wealth Management reported a sale of 481,779 shares of Knight-Swift Transportation Holdings, with an estimated transaction value of $22.58 million, indicating a cautious outlook on the company's future performance.
- Position Change Analysis: This sale resulted in a $20.88 million decrease in Triton's holdings in Knight-Swift, reflecting uncertainty in the transportation sector's recovery, although the fund still retains approximately $3 million in shares, suggesting ongoing belief in the market cycle.
- Financial Performance Overview: Knight-Swift's latest quarter saw a 0.4% year-over-year revenue decline to about $1.86 billion, and a small net loss due to $52.9 million in impairment charges related to brand consolidation, highlighting the volatility in the industry's recovery.
- Cash Flow and Financial Health: Despite challenges, Knight-Swift achieved free cash flow of $763 million in 2025, with strong operating cash generation and a solid balance sheet providing management with flexibility to navigate market fluctuations and gradually returning pricing power.
See More
Knight-Swift Reports Q4 Earnings Miss with 31 Cents per Share
- Disappointing Earnings: Knight-Swift's Q4 earnings of 31 cents per share fell short of the analyst consensus estimate of 36 cents, indicating challenges in profitability that may affect investor confidence.
- Sales Miss: The company reported quarterly sales of $1.856 billion, missing the analyst consensus estimate of $1.900 billion, reflecting weak market demand that could lead to future performance declines.
- Cautious Guidance: Knight-Swift projects first-quarter adjusted earnings between 28 to 32 cents per share, below the market estimate of 32 cents, indicating a cautious outlook on future market conditions.
- Analyst Target Adjustments: Following the earnings announcement, several analysts adjusted their price targets for Knight-Swift, with Stifel lowering its target from $63 to $61, reflecting concerns about the company's future performance.
See More
Knight-Swift Reports Q4 Net Loss of $6.8M, Adjusted EPS at $0.31
- Financial Decline: Knight-Swift reported a net loss of $6.8 million for Q4, translating to a loss of $0.04 per share, a stark contrast to last year's net income of $69.5 million and earnings of $0.43 per share, indicating challenges faced during brand integration.
- Impairment Charges Impact: The latest results included $52.9 million in non-cash impairment charges primarily related to goodwill and intangible assets, reflecting financial pressures stemming from the company's brand consolidation decision.
- Slight Revenue Decrease: Total quarterly revenue was $1.856 billion, down from $1.864 billion in the prior year, suggesting that soft market demand may have impacted the company's revenue growth.
- Cautious Future Outlook: The company expects adjusted earnings per share to range from $0.28 to $0.32 for Q1 2026, below analysts' expectations of $0.31, indicating uncertainty regarding future performance.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Dynamics Observation: While specific company names were not mentioned, changes in analyst ratings typically influence investor decisions, potentially leading to price fluctuations in the related stocks.
- Investor Focus: For those considering buying WLK stock, analysts' opinions will serve as a crucial reference, aiding in the assessment of potential investment risks and returns.
- Information Source: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
CITIGROUP Downgrades KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC to Neutral from Buy
Company Overview: Knight-Swift Transportation Holdings is a major player in the transportation sector, focusing on freight and logistics services.
Recent Developments: Citigroup has made a strategic decision to cut its neutral rating on Knight-Swift, indicating a shift in their investment outlook.
See More
Transport Stock Plummets 25% Due to Accounting Mistake.
Investor Confidence: A decline in investor confidence can lead to significant repercussions in financial markets, affecting stock prices and overall market stability.
Impact of Financial Reporting: Inaccurate or misleading financial reporting can erode trust among investors, prompting them to withdraw their investments and seek safer alternatives.
See More
Triton Wealth Management Sells Shares of Knight-Swift Transportation Holdings
- Share Reduction Details: On February 4, Triton Wealth Management reported a sale of 481,779 shares of Knight-Swift Transportation Holdings, with an estimated transaction value of $22.58 million, indicating a cautious outlook on the company's future performance.
- Position Change Analysis: This sale resulted in a $20.88 million decrease in Triton's holdings in Knight-Swift, reflecting uncertainty in the transportation sector's recovery, although the fund still retains approximately $3 million in shares, suggesting ongoing belief in the market cycle.
- Financial Performance Overview: Knight-Swift's latest quarter saw a 0.4% year-over-year revenue decline to about $1.86 billion, and a small net loss due to $52.9 million in impairment charges related to brand consolidation, highlighting the volatility in the industry's recovery.
- Cash Flow and Financial Health: Despite challenges, Knight-Swift achieved free cash flow of $763 million in 2025, with strong operating cash generation and a solid balance sheet providing management with flexibility to navigate market fluctuations and gradually returning pricing power.
See More
Knight-Swift Reports Q4 Earnings Miss with 31 Cents per Share
- Disappointing Earnings: Knight-Swift's Q4 earnings of 31 cents per share fell short of the analyst consensus estimate of 36 cents, indicating challenges in profitability that may affect investor confidence.
- Sales Miss: The company reported quarterly sales of $1.856 billion, missing the analyst consensus estimate of $1.900 billion, reflecting weak market demand that could lead to future performance declines.
- Cautious Guidance: Knight-Swift projects first-quarter adjusted earnings between 28 to 32 cents per share, below the market estimate of 32 cents, indicating a cautious outlook on future market conditions.
- Analyst Target Adjustments: Following the earnings announcement, several analysts adjusted their price targets for Knight-Swift, with Stifel lowering its target from $63 to $61, reflecting concerns about the company's future performance.
See More
Knight-Swift Reports Q4 Net Loss of $6.8M, Adjusted EPS at $0.31
- Financial Decline: Knight-Swift reported a net loss of $6.8 million for Q4, translating to a loss of $0.04 per share, a stark contrast to last year's net income of $69.5 million and earnings of $0.43 per share, indicating challenges faced during brand integration.
- Impairment Charges Impact: The latest results included $52.9 million in non-cash impairment charges primarily related to goodwill and intangible assets, reflecting financial pressures stemming from the company's brand consolidation decision.
- Slight Revenue Decrease: Total quarterly revenue was $1.856 billion, down from $1.864 billion in the prior year, suggesting that soft market demand may have impacted the company's revenue growth.
- Cautious Future Outlook: The company expects adjusted earnings per share to range from $0.28 to $0.32 for Q1 2026, below analysts' expectations of $0.31, indicating uncertainty regarding future performance.
See More
