SAIA

SAIA INC

Nasdaq · Trucking (No Local) · Inc. DE · CIK 0001177702
$466.51 -1.04% $12.6B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)
Vol
Market Cap$12.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders9 funds
Inst. Value$1.5B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 7S
Insider Net $-$5.5M
SEC Reports4
Press Releases2
Exchange Nasdaq·Sector Trucking (No Local)·Inc. DE·CIK 0001177702·Prev Close $471.43

Recent Activity

Jun 2, 2026 SEC
Saia released April and May 2026 LTL operating data showing accelerating tonnage growth (QTD +7.6% vs 2025) and improvin
8-K — Impact 5/10
Jun 2, 2026 SEC
Saia reported Q1 2026 EPS of $1.86, a 43% miss vs consensus of $3.26, with revenue of $931.4M also missing estimates. Th
PRESS-RELEASE — Impact 7/10
Jun 2, 2026 earnings
Saia Provides April and May LTL Operating Data
<p align="justify">JOHNS CREEK, Ga., June 02, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) i
May 20, 2026 Insider
Norwood Anthony R sold 292 shares
EVP & CHRO @ $468.77 ($136.9K)
May 13, 2026 Insider
HOLZGREFE FREDERICK J III sold 10,000 shares
President & CEO @ $431.42 ($4.3M)
May 11, 2026 Insider
HOLZGREFE FREDERICK J III sold 10,000 shares
President & CEO @ $0.00 ($0.00)
May 6, 2026 SEC
Saia reported Q1 2026 revenue of $806.2M (+2.4% YoY), a record for any first quarter, but EPS was flat at $1.86 and oper
8-K — Impact 5/10
Inst.
NORGES BANK — NEW
399,397 shares ($130.4M)

Price Targets

$447.70 -4.0% upside Hold
Current $466.51 Low $265.00 Median $465.00 High $550.00 20 analysts
$265.00 $550.00

Analyst Ratings

Hold54% buy · 26 analysts
5Strong Buy
9Buy
11Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Jun 4, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
Jun 2, 2026 Susquehanna MAINTAIN Neutral → Neutral
May 4, 2026 Citigroup MAINTAIN Buy → Buy
May 1, 2026 TD Cowen MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.26 $3.09 — $3.54 22% YoY 16
Next Q $3.30 ▼ -0.7% $3.04 — $3.82 17% YoY 15
Current FY $11.23 $10.61 — $12.30 23% YoY 19
Next FY $14.29 ▲ +1.2% $13.24 — $15.75 27% YoY 19

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$800.5M
MORGAN STANLEY$252.0MDOUBLED
FMR LLC$133.5MADD
NORGES BANK$130.4MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$87.3MNEW

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Norwood AnthonySELL$136.9K
May 13, 2026HOLZGREFE FREDERICKJ$4.3M
May 11, 2026HOLZGREFE FREDERICKG$0.00
May 4, 2026EISNOR DI-ANNA$0.00
May 4, 2026James DonaldA$0.00
9 institutional holders with $1.5B total value (4,606,858 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,451,650$800.5M53.2%
2MORGAN STANLEY771,698$252.0M16.8%DOUBLED +363.0%
3FMR LLC408,711$133.5M8.9%ADD +83.6%
4NORGES BANK399,397$130.4M8.7%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC267,415$87.3M5.8%NEW
6WELLS FARGO & COMPANY/MN175,376$57.3M3.8%ADD +31.4%
7BANK OF AMERICA CORP /DE/87,974$28.7M1.9%TRIM -42.4%
8RENAISSANCE TECHNOLOGIES LLC22,538$7.4M0.5%TRIM -69.2%
9TWO SIGMA INVESTMENTS, LP22,099$7.2M0.5%TRIM -44.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW399,397$130.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM152,67387,974-42.4%$28.7M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM39,81022,099-44.5%$7.2M2025-Q4
MORGAN STANLEYDOUBLED191,526886,714+363.0%$265.4M2025-Q3
FMR LLCADD260,724478,808+83.6%$143.3M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT324,62139,810-87.7%$11.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM91,29828,098-69.2%$8.4M2025-Q3
NORGES BANKEXIT378,1140-100.0%$0.002025-Q3
NORGES BANKNEW378,114$103.6M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED3,244324,621+9906.8%$88.9M2025-Q2
FMR LLCADD186,698260,724+39.7%$71.4M2025-Q2
MORGAN STANLEYTRIM529,897191,526-63.9%$52.5M2025-Q2
BANK OF AMERICA CORP /DE/ADD90,398147,558+63.2%$40.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW91,298$25.0M2025-Q2
UBS Group AGTRIM188,52786,720-54.0%$23.8M2025-Q2
MORGAN STANLEYADD389,105529,897+36.2%$185.2M2025-Q1
WELLS FARGO & COMPANY/MNADD165,333217,288+31.4%$75.9M2025-Q1
UBS Group AGADD112,207188,527+68.0%$65.9M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM6,3173,244-48.6%$1.1M2025-Q1
NORGES BANKEXIT141,3330-100.0%$0.002025-Q1
MORGAN STANLEYADD223,786389,105+73.9%$177.3M2024-Q4
CITADEL ADVISORS LLCDOUBLED189,391386,988+104.3%$176.4M2024-Q4
NORGES BANKTRIM314,797141,333-55.1%$64.4M2024-Q4
UBS Group AGDOUBLED17,927112,207+525.9%$51.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW221,165$96.7M2024-Q3
16 unique insiders with 7 transactions. Net insider value: -$5.5M ($0.00 bought, $5.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Norwood Anthony REVP & CHROSELL292$468.77$136.9K
May 13, 2026HOLZGREFE FREDERICK J IIIPresident & CEOJ10,000$431.42$4.3M
May 11, 2026HOLZGREFE FREDERICK J IIIPresident & CEOG10,000$0.00$0.00
May 4, 2026EISNOR DI-ANNDirectorA660$0.00$0.00
May 4, 2026James Donald RDirectorA395$0.00$0.00
May 4, 2026ODELL RICHARD DDirectorA395$0.00$0.00
May 4, 2026Ward Susan FDirectorA395$0.00$0.00
May 4, 2026EPPS DONNA EDirectorA395$0.00$0.00
May 4, 2026GAINOR JOHN P JRDirectorA395$0.00$0.00
May 4, 2026HENRY KEVIN ADirectorA623$0.00$0.00
May 4, 2026Melville Randolph WDirectorA395$0.00$0.00
May 4, 2026WARD JEFFREY CDirectorA642$0.00$0.00
Mar 9, 2026SUGAR PATRICK DEVP OperationsF204$368.78$75.2K
Feb 13, 2026Batteh Matthew JChief Financial OfficerSELL766$388.94$297.9K
Feb 13, 2026Benton Kelly WVP & CAOSELL800$389.00$311.2K
Feb 13, 2026HOLZGREFE FREDERICK J IIIPresident & CEOI104.741$461.53$48.3K
Feb 13, 2026HOLZGREFE FREDERICK J IIIPresident & CEOSELL4,775$388.80$1.9M
Feb 13, 2026SUGAR PATRICK DEVP OperationsSELL2,706$386.74$1.0M
Feb 13, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.SELL3,709$387.73$1.4M
Feb 12, 2026Batteh Matthew JChief Financial OfficerM1,110$0.00$0.00
Feb 12, 2026Batteh Matthew JChief Financial OfficerSELL1,110$375.71$417.0K
Feb 12, 2026Batteh Matthew JChief Financial OfficerM1,110$100.20$111.2K
Feb 12, 2026Batteh Matthew JChief Financial OfficerA1,658$0.00$0.00
Feb 12, 2026Benton Kelly WVP & CAOA498$0.00$0.00
Feb 12, 2026HOLZGREFE FREDERICK J IIIPresident & CEOA6,594$0.00$0.00
Feb 12, 2026Norwood Anthony REVP & CHROA1,015$0.00$0.00
Feb 12, 2026SUGAR PATRICK DEVP OperationsA2,085$0.00$0.00
Feb 12, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.A2,299$0.00$0.00
Feb 12, 2026Patel TarakEVP and CIOA425$0.00$0.00
Feb 9, 2026Benton Kelly WVP & CAOF44$409.60$18.0K
Feb 9, 2026Benton Kelly WVP & CAOA689$0.00$0.00
Feb 9, 2026Batteh Matthew JChief Financial OfficerF224$409.60$91.8K
Feb 9, 2026Batteh Matthew JChief Financial OfficerA757$0.00$0.00
Feb 9, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.F1,489$409.60$609.9K
Feb 9, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.A3,602$0.00$0.00
Feb 9, 2026SUGAR PATRICK DEVP OperationsF167$409.60$68.4K
Feb 9, 2026SUGAR PATRICK DEVP OperationsA3,101$0.00$0.00
Feb 9, 2026HOLZGREFE FREDERICK J IIIPresident & CEOF698$409.60$285.9K
Feb 9, 2026HOLZGREFE FREDERICK J IIIPresident & CEOA8,611$0.00$0.00
Feb 9, 2026Norwood Anthony REVP & CHROF49$409.60$20.1K
Feb 9, 2026Norwood Anthony REVP & CHROA898$0.00$0.00
Feb 6, 2026Benton Kelly WVP & CAOF35$415.46$14.5K
Feb 6, 2026Batteh Matthew JChief Financial OfficerF25$415.46$10.4K
Feb 6, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.F111$415.46$46.1K
Feb 6, 2026SUGAR PATRICK DEVP OperationsF95$415.46$39.5K
Feb 6, 2026HOLZGREFE FREDERICK J IIIPresident & CEOF358$415.46$148.7K
Feb 6, 2026Norwood Anthony REVP & CHROF36$415.46$15.0K
Feb 5, 2026Norwood Anthony REVP & CHROF61$404.75$24.7K
Feb 5, 2026HOLZGREFE FREDERICK J IIIPresident & CEOF440$404.75$178.1K
Feb 5, 2026RAMU RAYMOND RExec. VP & Chief Customer Off.F152$404.75$61.5K
Current analyst consensus: Hold (54% buy). Based on 26 analysts: 5 strong buy, 9 buy, 11 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$447.70 mean target -4.0% upside Hold (2.45)
$265.00 Low $550.00 High
MetricValue
Current Price$466.51
Target Low$265.00
Target Mean$447.70
Target Median$465.00
Target High$550.00
# Analysts20
RecommendationHold (2.45)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.26 $3.09 $3.54 22.1% -0.4% 13↑ 1↓ $0.9B 14.3% 16
Next Q
2026-09-30
$3.30 $3.04 $3.82 17.5% -0.7% 11↑ 2↓ $0.9B 10.2% 15
Current FY
2026-12-31
$11.23 $10.61 $12.30 23.3% +0.3% 17↑ 0↓ $3.5B 9.5% 19
Next FY
2027-12-31
$14.29 $13.24 $15.75 27.3% +1.2% 16↑ 1↓ $3.8B 8.2% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.259
7d ago$3.263-0.003
30d ago$3.274-0.014
60d ago$2.989+0.270
90d ago$2.939+0.320
14 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jun 4, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jun 2, 2026 Susquehanna MAINTAIN Neutral Neutral
May 4, 2026 Citigroup MAINTAIN Buy Buy
May 1, 2026 TD Cowen MAINTAIN Hold Hold
May 1, 2026 JP Morgan MAINTAIN Overweight Overweight
May 1, 2026 Barclays MAINTAIN Overweight Overweight
May 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 1, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
May 1, 2026 Benchmark MAINTAIN Buy Buy
Apr 22, 2026 Jefferies MAINTAIN Buy Buy
Apr 16, 2026 Stifel MAINTAIN Hold Hold
Mar 27, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 4, 2026 B of A Securities MAINTAIN Neutral Neutral
Feb 11, 2026 Benchmark MAINTAIN Buy Buy
Feb 11, 2026 Citigroup MAINTAIN Buy Buy
Feb 11, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 11, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 11, 2026 Barclays MAINTAIN Overweight Overweight
Feb 11, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Feb 11, 2026 Susquehanna DOWNGRADE Positive Neutral
Feb 11, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jan 21, 2026 Stifel MAINTAIN Hold Hold
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Jan 13, 2026 Evercore ISI Group DOWNGRADE Outperform In-Line
Jan 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 9, 2026 TD Cowen MAINTAIN Hold Hold
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 6, 2026 Stephens & Co. UPGRADE Equal-Weight Overweight
Jan 5, 2026 Susquehanna MAINTAIN Positive Positive
Dec 17, 2025 B of A Securities MAINTAIN Neutral Neutral
Dec 16, 2025 Stifel MAINTAIN Hold Hold
Dec 8, 2025 JP Morgan MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202659111054%
May 1, 202659111054%
Apr 1, 202659121052%
Mar 1, 2026510111056%
Feb 1, 2026511110059%
Jan 1, 2026511110059%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
earnings
Saia Provides April and May LTL Operating Data
<p align="justify">JOHNS CREEK, Ga., June 02, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) is providing LTL shipment and tonnage data for the
May 21, 2026
other
Saia Continues Network Growth with New Facilities in Washington and Indiana
These additions in the Pacific Northwest and Midwest expand capacity and enhance regional connectivity <pre>These additions in the Pacific Northwest a
May 13, 2026
short_interest
FTD: SAIA — 4,025 shares ($1.8M) failed to deliver
Settlement: 20260513, Price: $434.98, FTD Value: $1,750,794.5, SAIA INC COM STK
May 11, 2026
dark_pool
Dark Pool: SAIA — 0.6M shares, 28,233 trades
Week starting 2026-05-11. Total ATS volume: 627,112 shares across 28,233 trades.
May 4, 2026
dark_pool
Dark Pool: SAIA — 0.8M shares, 34,552 trades
Week starting 2026-05-04. Total ATS volume: 765,902 shares across 34,552 trades.
Apr 30, 2026
earnings
Saia Reports First Quarter Results
<p align="justify">JOHNS CREEK, Ga., April 30, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) today reported first quarter 2026 financial result
Apr 30, 2026
earnings_calendar
SAIA Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: SAIA — 0.8M shares, 32,987 trades
Week starting 2026-04-27. Total ATS volume: 848,351 shares across 32,987 trades.
Apr 24, 2026
short_interest
FTD: SAIA — 1,748 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $440.98, FTD Value: $770,833.04, SAIA INC COM STK
Apr 20, 2026
other
Saia Expands Northeast Network with New Terminal in Pennsylvania
The new facility strengthens the company’s service capabilities and supports growth across the region <pre>The new facility strengthens the company’s
Apr 20, 2026
dark_pool
Dark Pool: SAIA — 0.8M shares, 30,085 trades
Week starting 2026-04-20. Total ATS volume: 848,584 shares across 30,085 trades.
Apr 13, 2026
dark_pool
Dark Pool: SAIA — 1.0M shares, 36,767 trades
Week starting 2026-04-13. Total ATS volume: 1,002,197 shares across 36,767 trades.
Apr 6, 2026
dark_pool
Dark Pool: SAIA — 0.7M shares, 28,104 trades
Week starting 2026-04-06. Total ATS volume: 734,406 shares across 28,104 trades.
Mar 30, 2026
earnings
Saia to Announce First Quarter 2026 Results on April 30, 2026
<p align="left">JOHNS CREEK, Ga., March 30, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) announced that it will release its quarterly financia
Mar 30, 2026
dark_pool
Dark Pool: SAIA — 0.5M shares, 21,259 trades
Week starting 2026-03-30. Total ATS volume: 549,121 shares across 21,259 trades.