Knight-Swift Transportation Holdings Inc.
No enriched coverage for $KNX in the last 7 days.
Dove Reid (CEO AAA Cooper Transportation) sold 169,154 indirectly-held shares of Knight-Swift Transportation Holdings Inc. (KNX) at an average of $72.72 ($71.49–$73.13, $12.30M total) across 2 trades over 2026-08-12 to 2026-08-13.
Vander Ploeg David sold 2,200 indirectly-held shares of Knight-Swift Transportation Holdings Inc. (KNX) at $52.33 ($0.12M total) on 2026-08-12.
Trucking and logistics stocks are set for their worst month in over a year as legal risk rises after a Dallas County jury preliminary verdict against CH Robinson Worldwide, tied to a May Supreme Court ruling that may enable lawsuits against brokers for injuries from motor carriers. CH Robinson shares are down 21% this month; RXO and Landstar also fell amid weak earnings and outlooks.
Recent KNX coverage spans insider activity, sector analysis and regulation.
In the last 30 days, KNX insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($16.2M). The most active reporter was Dove Reid, CEO AAA Cooper Transportation, with 2 filings.
The filing is a disclosed insider sale, which can modestly affect near-term sentiment but does not indicate a fundamental change by itself.
This is a routine insider sale with no 10b5-1 plan disclosed, but it does not by itself signal a fundamental change.
Earnings disappointment is a secondary catalyst within a broader legal-risk-driven selloff.
KNX is positioned as directly exposed to elevated tender rejection rates, implying continued pricing power but also ongoing operational friction from capacity and compliance enforcement.
Routine insider selling under a Form 4, with no 10b5-1 plan cited, may slightly affect sentiment but is unlikely to change fundamentals.
alphai scores every news story that mentions KNX with an AI model for sentiment and relevance, and aggregates insider trades from Knight-Swift Transportation Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Dove Reid (CEO AAA Cooper Transportation) sold 169,154 indirectly-held shares of Knight-Swift Transportation Holdings Inc. (KNX) at an average of $72.72 ($71.49–$73.13, $12.30M total) across 2 trades over 2026-08-12 to 2026-08-13.
2 min readVander Ploeg David sold 2,200 indirectly-held shares of Knight-Swift Transportation Holdings Inc. (KNX) at $52.33 ($0.12M total) on 2026-08-12.
2 min readTrucking and logistics stocks are set for their worst month in over a year as legal risk rises after a Dallas County jury preliminary verdict against CH Robinson Worldwide, tied to a May Supreme Court ruling that may enable lawsuits against brokers for injuries from motor carriers. CH Robinson shares are down 21% this month; RXO and Landstar also fell amid weak earnings and outlooks.
4 min readFreight market update cites tight truck capacity and elevated tender rejections. J.B. Hunt reported higher intermodal volume and a record dedicated pipeline, attributing tightness to constrained truck supply, regulatory pressures, and a tight driver market. Knight-Swift and Werner also linked tightening to FMCSA/DOT enforcement and higher recruiting costs. National tender rejections: 14.36%, flatbed 23.5%, refrigerated 19.46%.
6 min readFlanagan Cary M (Exec VP and CAO) sold 3,600 shares of Knight-Swift Transportation Holdings Inc. (KNX) at $70.82 ($0.25M total) on 2026-07-31.
2 min readDove Reid sold 50,000 indirectly-held shares of Knight-Swift Transportation Holdings Inc. (KNX) at $70.25 ($3.51M total) on 2026-07-31.
1 min readDriver recruiting headwinds are intensifying the capacity squeeze. A tight market gives drivers more options, and regulatory enforcement is raising barriers to entry and complicating retention efforts. With capacity continuing to exit the market and no significant fleet additions visible in large-carrier earnings, the market is expected to remain tight through fall and into the next year.
7 min readThe outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected.
7 min readKnight-Swift CEO Adam Miller said freight recovery is likely to be gradual, not a sudden margin surge, citing supply-driven factors such as driver licensing rules, cabotage scrutiny, and broker liability. After the company’s Q2 results, Knight-Swift reported net profit of $43.2M on $1.76B revenue, with operating income up 44% and adjusted operating ratio improving to 91.0%.
4 min readThe article says Knight-Swift Transportation Holdings (KNX) has a Zacks Rank of #1 (Strong Buy) and that its full-year earnings consensus estimate rose 13.2% over the past quarter. KNX returned about 38.7% year-to-date versus 19.6% average for the Transportation sector. It also cites TFI International (TFII) returning 45.6% YTD.
3 min read
