Schneider National (NYSE:SNDR) Updates FY 2026 Earnings Guidance

Schneider National (NYSE:SNDR) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.700-1.00 for the period, compared to the consensus earnings per share estimate of 0.850. The company issued revenue guidance of -.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the company. Raymond James Financial reaffirmed a “market perform” rating on shares of Schneider National in a research note on Monday, April 20th. Susquehanna raised their price objective on Schneider National from $28.00 to $34.00 and gave the company a “neutral” rating in a research note on Wednesday, April 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Schneider National in a research note on Friday, March 27th. Stifel Nicolaus lowered Schneider National from a “buy” rating to a “hold” rating and decreased their price target for the stock from $32.00 to $26.00 in a research note on Tuesday, February 3rd. Finally, Benchmark reissued a “buy” rating on shares of Schneider National in a research note on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Schneider National has a consensus rating of “Hold” and a consensus target price of $29.21.

Schneider National Trading Up 2.5%

Shares of SNDR stock traded up $0.76 on Thursday, reaching $31.13. 1,013,780 shares of the company’s stock were exchanged, compared to its average volume of 1,017,906. Schneider National has a 52 week low of $20.11 and a 52 week high of $31.56. The company has a current ratio of 2.13, a quick ratio of 1.95 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $5.46 billion, a PE ratio of 52.76, a P/E/G ratio of 0.89 and a beta of 1.05. The company’s fifty day simple moving average is $27.20 and its 200 day simple moving average is $26.31.

Schneider National (NYSE:SNDR) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.12 EPS for the quarter, topping the consensus estimate of $0.11 by $0.01. The company had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.40 billion. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS. As a group, analysts forecast that Schneider National will post 0.86 EPS for the current year.

Schneider National Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Friday, June 12th will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Friday, June 12th. Schneider National’s payout ratio is presently 67.80%.

Schneider National announced that its board has authorized a share buyback program on Wednesday, January 28th that allows the company to repurchase $150.00 million in shares. This repurchase authorization allows the company to repurchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its shares are undervalued.

Insider Transactions at Schneider National

In other Schneider National news, CFO Darrell George Campbell sold 6,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $28.89, for a total transaction of $173,340.00. Following the transaction, the chief financial officer owned 66,275 shares of the company’s stock, valued at approximately $1,914,684.75. This trade represents a 8.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 23.64% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Schneider National

A number of large investors have recently bought and sold shares of SNDR. Teza Capital Management LLC lifted its holdings in Schneider National by 6.2% during the second quarter. Teza Capital Management LLC now owns 13,719 shares of the company’s stock worth $331,000 after buying an additional 802 shares during the period. Raymond James Financial Inc. increased its holdings in shares of Schneider National by 0.5% in the 2nd quarter. Raymond James Financial Inc. now owns 183,179 shares of the company’s stock valued at $4,424,000 after acquiring an additional 835 shares during the period. Quarry LP increased its holdings in shares of Schneider National by 36.7% in the 3rd quarter. Quarry LP now owns 3,404 shares of the company’s stock valued at $72,000 after acquiring an additional 913 shares during the period. Swiss National Bank increased its holdings in shares of Schneider National by 1.2% in the 3rd quarter. Swiss National Bank now owns 107,200 shares of the company’s stock valued at $2,268,000 after acquiring an additional 1,300 shares during the period. Finally, Empowered Funds LLC increased its holdings in shares of Schneider National by 12.0% in the 1st quarter. Empowered Funds LLC now owns 13,944 shares of the company’s stock valued at $319,000 after acquiring an additional 1,494 shares during the period. Institutional investors own 28.54% of the company’s stock.

Schneider National Company Profile

Schneider National, Inc is a leading provider of transportation and logistics services in North America. The company offers a full spectrum of solutions, including truckload transportation, intermodal services and dedicated logistics. Through these offerings, Schneider supports the movement of goods ranging from dry van freight to refrigerated and flatbed shipments, while also providing customized supply chain management and warehousing capabilities.

Founded in 1935 by Al Schneider as a single-truck operation in Green Bay, Wisconsin, the company has grown into one of the industry’s most recognized carriers.