Knight-Swift Transportation Holdings Inc. Class A (KNX)

Over the past six months, Knight-Swift's stock price has declined, influenced by industry-wide freight demand challenges and regulatory shifts. Knight-Swift announced its third-quarter 2025 results on October 22, 2025. The company announced quarterly cash dividends on November 7, 2025, and September 2, 2025. A CAO sold stock on November 8, 2025, and other insider sales occurred in May, August, and September 2025, while one independent director bought shares in March 2025. The company's expansion moves and sector consolidation discussions have also been noted by investors.

The trucking industry experiences distinct demand seasonality throughout the year. The quiet season occurs from January to February/March, resulting in lower freight volumes and rates. The produce season occurs from March/April to July, increasing demand due to the transportation of fresh fruits and vegetables. The peak shipping season occurs from August to October, driven by back-to-school preparations and early holiday inventory stocking. The holiday season occurs from November to December, seeing the highest peaks in consumer demand and freight volumes.

Knight-Swift Transportation Holdings, Inc. operates in the Industrials sector as the largest full-truckload carrier in the United States. Its business model includes Truckload, Less-than-truckload (LTL), Logistics, and Intermodal segments. The company provides truckload services including irregular route, dedicated, refrigerated, expedited, flatbed, dry van, drayage, and cross-border transportation. Knight-Swift offers regional LTL transportation through its network and national coverage via partner carriers. The company provides brokerage and other freight management services, leveraging third-party transportation providers and equipment. Knight-Swift combines rail transportation with trucking, offering services that include freight movement through third-party intermodal rail services and drayage. The company also provides equipment maintenance and leasing, driving training, warranty, insurance, and warehousing and fulfillment services.

Knight-Swift Transportation Holdings, Inc. operates extensively across North America, with a presence in the United States, Mexico, and Canada. The company's headquarters are in Phoenix, Arizona, U.S. They have service centers in the USA and Mexico, and secured yards in Canada. Their cross-border logistics operations include strategic locations in Monterrey, Mexico, and Laredo, Texas.

Direct information specifically detailing Knight-Swift Transportation Holdings, Inc.'s brand reputation was not explicitly found. However, the company's stock performance, influenced by industry-wide freight demand challenges, could indirectly impact public perception and investor confidence. Knight-Swift is recognized as the largest full-truckload carrier in North America, suggesting a strong market position.

Knight-Swift Transportation Holdings, Inc. has significant institutional ownership, accounting for approximately 94.49% to 97.1% of the company's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Fmr Llc, Wellington Management Group Llp, Victory Capital Management Inc, Dimensional Fund Advisors Lp, and State Street Corp. Individual insider ownership accounts for about 2.85% to 61.67% of the company, with notable individual shareholders including Michael Moyes, Lyndee Moyes Nester, and Jerry Moyes.