Should You Consider Investing in Knight-Swift Transportation Holdings (KNX)?

2 hours ago 1

Soumya Eswaran

Mon, February 2, 2026 astatine 8:21 AM CST 2 min read

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A transcript of the missive tin beryllium downloaded here. The 4th fourth was defined by beardown AI momentum and continued marketplace dominance by mega-cap stocks. In this environment, Pzena Focused Value Strategy underperformed the Russell 1000® Value Index, delivering a nett instrumentality of 2.5% vs. 3.8% for the Index. Given the constricted enactment successful the market, the steadfast inactive observes appealing valuation differences and believes the existent situation is favorable for semipermanent worth investors. In addition, you tin cheque the Fund's apical 5 holdings to spot its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Pzena Focused Value Strategy highlighted stocks similar Knight-Swift Transportation Holdings Inc. (NYSE:KNX). Knight-Swift Transportation Holdings Inc. (NYSE:KNX) is simply a freight proscription services supplier that operates done Truckload, Less-than-truckload (LTL), Logistics, and Intermodal segments. The one-month instrumentality of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) was 1.94%, and its shares mislaid 1.13% of their worth implicit the past 52 weeks. On January 30, 2026, Knight-Swift Transportation Holdings Inc. (NYSE:KNX) banal closed astatine $55.10 per share, with a marketplace capitalization of $8.945 billion.

Pzena Focused Value Strategy stated the pursuing regarding Knight-Swift Transportation Holdings Inc. (NYSE:KNX) successful its 4th fourth 2025 capitalist letter:

"During the 4th we initiated a presumption successful Knight-Swift Transportation Holdings Inc. (NYSE:KNX), North America’s largest truckload carrier. The institution is operating successful a prolonged freight downturn, arsenic excess capableness added during the 2021 nett highest has persisted contempt weaker demand, pressuring rates and earnings. With its standard and web efficiency, we judge profitability should retrieve arsenic conditions normalize."

Is Knight-Swift Transportation Holdings Inc. (KNX) the Best Freight Stock to Buy According to Hedge Funds?

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 44 hedge money portfolios held Knight-Swift Transportation Holdings Inc. (NYSE:KNX) astatine the extremity of the 3rd quarter, up from 43 successful the erstwhile quarter. While we admit the imaginable of Knight-Swift Transportation Holdings Inc. (NYSE:KNX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.