Schneider National (NYSE:SNDR) Price Target Raised to $35.00 at JPMorgan Chase & Co.

Schneider National (NYSE:SNDR) had its price objective raised by JPMorgan Chase & Co. from $31.00 to $35.00 in a report issued on Friday,Benzinga reports. The firm presently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s price objective suggests a potential downside of 3.05% from the company’s current price.

Other equities analysts have also recently issued reports about the company. Wells Fargo & Company raised their price objective on Schneider National from $33.00 to $38.00 and gave the stock an “equal weight” rating in a research note on Friday, June 5th. Morgan Stanley increased their target price on shares of Schneider National from $38.00 to $45.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Raymond James Financial restated a “market perform” rating on shares of Schneider National in a research report on Monday, April 20th. Citigroup lifted their price target on shares of Schneider National from $33.00 to $39.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Finally, Benchmark reaffirmed a “buy” rating on shares of Schneider National in a research report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, Schneider National currently has a consensus rating of “Hold” and a consensus target price of $34.23.

Schneider National Stock Up 5.7%

Shares of SNDR traded up $1.96 during midday trading on Friday, hitting $36.10. The company had a trading volume of 483,971 shares, compared to its average volume of 1,032,710. The stock has a market cap of $6.32 billion, a price-to-earnings ratio of 64.40, a PEG ratio of 0.97 and a beta of 1.17. The company’s 50 day moving average price is $36.43 and its 200 day moving average price is $31.28. The company has a quick ratio of 1.83, a current ratio of 1.95 and a debt-to-equity ratio of 0.13. Schneider National has a 52 week low of $20.11 and a 52 week high of $39.27.

Schneider National (NYSE:SNDR) last released its earnings results on Thursday, July 30th. The company reported $0.29 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.06. The company had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.52 billion. Schneider National had a return on equity of 3.45% and a net margin of 1.73%.Schneider National’s quarterly revenue was up 10.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.21 EPS. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. On average, equities research analysts predict that Schneider National will post 0.91 EPS for the current year.

Insider Buying and Selling

In other Schneider National news, EVP Thomas G. Jackson sold 20,271 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $37.15, for a total transaction of $753,067.65. Following the sale, the executive vice president directly owned 77,174 shares in the company, valued at approximately $2,867,014.10. The trade was a 20.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Magnin Shelly A. Dumas sold 2,425 shares of the company’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total transaction of $74,932.50. Following the completion of the sale, the vice president directly owned 24,697 shares of the company’s stock, valued at approximately $763,137.30. This represents a 8.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 31,048 shares of company stock valued at $1,150,304 over the last 90 days. 23.64% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in SNDR. EverSource Wealth Advisors LLC lifted its position in Schneider National by 47.6% in the first quarter. EverSource Wealth Advisors LLC now owns 1,516 shares of the company’s stock worth $40,000 after purchasing an additional 489 shares during the period. Caitong International Asset Management Co. Ltd increased its position in shares of Schneider National by 2,425.4% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after purchasing an additional 1,625 shares during the period. Global Retirement Partners LLC bought a new stake in shares of Schneider National in the 4th quarter worth $47,000. Farther Finance Advisors LLC raised its stake in shares of Schneider National by 155.7% in the 4th quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock worth $48,000 after buying an additional 1,110 shares in the last quarter. Finally, SJS Investment Consulting Inc. lifted its holdings in shares of Schneider National by 695.0% in the first quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company’s stock valued at $54,000 after buying an additional 1,800 shares during the period. Institutional investors and hedge funds own 28.54% of the company’s stock.

Schneider National News Roundup

Here are the key news stories impacting Schneider National this week:

• Positive Sentiment: Q2 earnings beat expectations: Schneider reported adjusted earnings of $0.29 per share, above the $0.22–$0.23 analyst consensus and up from $0.21 a year earlier. Management attributed the improvement to disciplined pricing, cost reductions and productivity initiatives. Revenue increased 10.4% year over year to $1.33 billion. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year guidance remains intact: Schneider reiterated fiscal 2026 EPS guidance of $0.90 to $1.10. Although the range is broad, its midpoint of $1.00 is above the approximately $0.92 consensus estimate, suggesting potential earnings upside if operating improvements continue. Schneider National Announces Second Quarter 2026 Results
• Positive Sentiment: Dividend maintained: The company declared a quarterly dividend of $0.10 per share, supporting shareholder returns and indicating continued balance-sheet flexibility. Schneider National Dividend Announcement
• Neutral Sentiment: Fifth Third Bancorp substantially increased its small Schneider position. The purchase may signal institutional interest, but the holding remains too limited to materially affect the investment case. Fifth Third Bancorp Purchases Schneider National Shares
• Negative Sentiment: Revenue missed the reported consensus: Quarterly revenue of $1.33 billion was below the $1.52 billion estimate, despite the EPS beat. Low profitability—about a 1.7% net margin—also leaves results sensitive to freight demand and costs. Schneider National Q2 Earnings Report
• Negative Sentiment: Analyst target reduced: Susquehanna cut its price target from $39 to $36 and assigned a neutral rating, implying limited near-term upside after the recent rally. Susquehanna Lowers Schneider National Price Target

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.