Zacks Research Analysts Raise Earnings Estimates for SNDR

Schneider National, Inc. (NYSE:SNDR) – Investment analysts at Zacks Research upped their Q2 2025 earnings per share (EPS) estimates for shares of Schneider National in a report issued on Tuesday, January 7th. Zacks Research analyst S. Goswami now expects that the company will post earnings of $0.30 per share for the quarter, up from their prior estimate of $0.29. The consensus estimate for Schneider National’s current full-year earnings is $0.70 per share. Zacks Research also issued estimates for Schneider National’s Q4 2025 earnings at $0.37 EPS, FY2025 earnings at $1.19 EPS, Q4 2026 earnings at $0.45 EPS and FY2026 earnings at $1.81 EPS.

Schneider National (NYSE:SNDR) last issued its quarterly earnings data on Wednesday, November 6th. The company reported $0.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.23 by ($0.05). The business had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.33 billion. Schneider National had a return on equity of 3.92% and a net margin of 2.10%.

SNDR has been the subject of a number of other reports. JPMorgan Chase & Co. reduced their target price on shares of Schneider National from $30.00 to $29.00 and set a “neutral” rating for the company in a report on Thursday, November 7th. Evercore ISI cut their target price on Schneider National from $27.00 to $26.00 and set an “in-line” rating on the stock in a research report on Thursday, November 7th. Susquehanna decreased their price target on Schneider National from $29.00 to $26.00 and set a “neutral” rating for the company in a research report on Thursday, November 7th. Bank of America upped their price objective on shares of Schneider National from $35.00 to $38.00 and gave the company a “buy” rating in a research note on Tuesday, November 26th. Finally, Stifel Nicolaus boosted their price target on shares of Schneider National from $25.00 to $27.00 and gave the company a “hold” rating in a report on Monday, November 11th. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating and five have assigned a buy rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $29.08.

Schneider National Stock Down 0.2 %

Shares of SNDR stock opened at $29.19 on Friday. The business’s fifty day moving average is $30.63 and its 200-day moving average is $28.00. The stock has a market cap of $5.11 billion, a PE ratio of 47.08, a price-to-earnings-growth ratio of 3.24 and a beta of 0.93. Schneider National has a 1 year low of $20.50 and a 1 year high of $33.90. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.53 and a current ratio of 1.66.

Institutional Investors Weigh In On Schneider National

A number of hedge funds have recently modified their holdings of the business. Natixis Advisors LLC lifted its holdings in shares of Schneider National by 9.2% in the second quarter. Natixis Advisors LLC now owns 26,578 shares of the company’s stock valued at $642,000 after purchasing an additional 2,250 shares in the last quarter. Rhumbline Advisers increased its stake in shares of Schneider National by 35.5% during the 2nd quarter. Rhumbline Advisers now owns 155,656 shares of the company’s stock worth $3,761,000 after purchasing an additional 40,813 shares during the last quarter. Victory Capital Management Inc. raised its holdings in shares of Schneider National by 11.0% in the 2nd quarter. Victory Capital Management Inc. now owns 69,023 shares of the company’s stock valued at $1,668,000 after purchasing an additional 6,862 shares during the period. American Century Companies Inc. lifted its stake in Schneider National by 10.9% in the 2nd quarter. American Century Companies Inc. now owns 1,906,179 shares of the company’s stock valued at $46,053,000 after purchasing an additional 186,857 shares during the last quarter. Finally, Oppenheimer Asset Management Inc. increased its position in Schneider National by 57.1% during the second quarter. Oppenheimer Asset Management Inc. now owns 113,517 shares of the company’s stock worth $2,743,000 after buying an additional 41,254 shares during the last quarter. Institutional investors and hedge funds own 28.54% of the company’s stock.

Insider Activity at Schneider National

In other Schneider National news, insider Shaleen Devgun sold 10,000 shares of the company’s stock in a transaction on Friday, December 20th. The shares were sold at an average price of $29.04, for a total transaction of $290,400.00. Following the completion of the sale, the insider now owns 95,191 shares in the company, valued at approximately $2,764,346.64. The trade was a 9.51 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Thomas G. Jackson sold 18,248 shares of the firm’s stock in a transaction dated Wednesday, November 27th. The stock was sold at an average price of $33.07, for a total value of $603,461.36. Following the transaction, the executive vice president now owns 66,526 shares in the company, valued at approximately $2,200,014.82. This trade represents a 21.53 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 66,555 shares of company stock valued at $2,153,011 in the last three months. Corporate insiders own 18.83% of the company’s stock.

Schneider National Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 8th. Investors of record on Friday, December 13th were paid a $0.095 dividend. This represents a $0.38 annualized dividend and a yield of 1.30%. The ex-dividend date of this dividend was Friday, December 13th. Schneider National’s dividend payout ratio is 61.29%.

About Schneider National

Schneider National, Inc, together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations.