Vanguard Group Inc. Sells 33,618 Shares of Saia, Inc. $SAIA

Vanguard Group Inc. cut its holdings in shares of Saia, Inc. (NASDAQ:SAIA) by 1.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,451,650 shares of the transportation company’s stock after selling 33,618 shares during the period. Vanguard Group Inc. owned 0.09% of Saia worth $800,513,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. State of Wyoming bought a new position in shares of Saia during the third quarter valued at approximately $30,000. Allworth Financial LP boosted its stake in shares of Saia by 69.0% during the third quarter. Allworth Financial LP now owns 142 shares of the transportation company’s stock valued at $43,000 after purchasing an additional 58 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Saia by 46.9% during the fourth quarter. Farther Finance Advisors LLC now owns 144 shares of the transportation company’s stock valued at $47,000 after purchasing an additional 46 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of Saia by 6,400.0% during the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 195 shares of the transportation company’s stock valued at $58,000 after purchasing an additional 192 shares in the last quarter. Finally, Danske Bank A S bought a new position in shares of Saia during the third quarter valued at approximately $60,000.

Saia Price Performance

Shares of SAIA opened at $441.26 on Friday. The company has a market cap of $11.77 billion, a price-to-earnings ratio of 46.35, a price-to-earnings-growth ratio of 2.38 and a beta of 2.12. Saia, Inc. has a twelve month low of $244.94 and a twelve month high of $457.99. The company has a quick ratio of 1.64, a current ratio of 1.52 and a debt-to-equity ratio of 0.04. The company has a 50 day moving average of $382.27 and a two-hundred day moving average of $346.57.

Saia (NASDAQ:SAIA) last announced its earnings results on Thursday, April 30th. The transportation company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.82 by $0.04. Saia had a net margin of 7.84% and a return on equity of 9.60%. The company had revenue of $806.23 million during the quarter, compared to the consensus estimate of $789.08 million. During the same period last year, the firm earned $1.86 earnings per share. Saia’s revenue was up 2.4% compared to the same quarter last year. As a group, analysts predict that Saia, Inc. will post 10.65 earnings per share for the current fiscal year.

Key Headlines Impacting Saia

Here are the key news stories impacting Saia this week:

• Positive Sentiment: Management expects a meaningful improvement in profitability: Saia guided to a 400–450 basis-point sequential improvement in the operating ratio in Q2 as volumes accelerate, signaling stronger margin recovery ahead. Saia anticipates 400-450 bps sequential operating ratio improvement in Q2 2026 as volumes accelerate
• Positive Sentiment: Q1 results slightly beat expectations: Saia reported EPS of $1.86 vs. $1.82 consensus and revenue of $806.2M vs. $789.1M, with management noting upticks in shipments — fundamentals that support upside if the margin recovery materializes. Saia Reports First Quarter Results (press release) Saia reports upticks in Q1 shipments
• Positive Sentiment: Analysts lifted targets and ratings today, providing near-term support: Benchmark raised its target to $500 (buy), JPMorgan boosted its target to $465 (overweight), and Wells Fargo raised its target to $445 (equal weight) — signaling improved sell‑side sentiment. Benchmark target raise coverage Benzinga: analyst price target changes
• Neutral Sentiment: Earnings call showed operational progress but a cautious tone: management highlighted network expansion and operational discipline as growth drivers while stopping short of aggressive near-term margin guidance beyond Q2 hopes. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Multiple media summaries and deep-dives confirm the mixed picture — sales strength and network investments offset by cost pressures; these write-ups help explain both the bullish analyst moves and investor caution. Deep dive: network expansion and cost pressures
• Negative Sentiment: EPS was flat year-over-year ($1.86 in both Q1 2026 and Q1 2025), which may disappoint growth-focused investors and help explain profit-taking after recent gains. Earnings recap showing EPS flat YoY
• Negative Sentiment: Technical/flow factors likely contributed: trading volume was below average and the shares are trading near 12‑month highs, which can amplify pullbacks as investors lock in gains.

Insider Buying and Selling at Saia

In other news, CEO Frederick J. Holzgrefe III sold 4,775 shares of Saia stock in a transaction on Friday, February 13th. The shares were sold at an average price of $388.80, for a total transaction of $1,856,520.00. Following the completion of the sale, the chief executive officer directly owned 22,743 shares in the company, valued at approximately $8,842,478.40. The trade was a 17.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Matthew J. Batteh sold 916 shares of Saia stock in a transaction on Friday, February 13th. The stock was sold at an average price of $389.03, for a total transaction of $356,351.48. Following the sale, the chief financial officer owned 4,444 shares of the company’s stock, valued at $1,728,849.32. The trade was a 17.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 15,533 shares of company stock valued at $6,015,055. Company insiders own 0.30% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Bank of America raised their target price on shares of Saia from $413.00 to $429.00 and gave the company a “neutral” rating in a research note on Tuesday, March 3rd. TD Cowen raised their target price on shares of Saia from $367.00 to $445.00 and gave the company a “hold” rating in a research note on Friday. Stephens raised their target price on shares of Saia from $414.00 to $445.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. The Goldman Sachs Group restated a “buy” rating and issued a $441.00 target price on shares of Saia in a research note on Thursday. Finally, Wall Street Zen downgraded shares of Saia from a “hold” rating to a “sell” rating in a research note on Sunday, April 26th. Ten research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $440.83.

About Saia

Saia, Inc is a publicly traded transportation company specializing in less-than-truckload (LTL) freight services across North America. Headquartered in Johns Creek, Georgia, the company focuses on the efficient movement of time-sensitive freight for a diverse customer base that spans retail, manufacturing, automotive, and healthcare industries. By leveraging a network of terminals and service centers, Saia provides tailored solutions designed to optimize supply chain performance.

The company’s core offerings include regional, interregional, and national LTL shipping, supported by volumetric LTL and port intermodal services.