Schneider National (NYSE:SNDR) Stock Rating Cut to “Hold” at Wall Street Zen

Wall Street Zen cut shares of Schneider National (NYSE:SNDR) from a buy rating to a hold rating in a report released on Saturday,Wall Street Zen reports.

A number of other research analysts have also issued reports on the stock. Stephens raised shares of Schneider National to a “hold” rating in a research note on Wednesday, July 8th. Wells Fargo & Company dropped their price target on shares of Schneider National from $35.00 to $31.00 and set an “equal weight” rating on the stock in a research note on Friday. Weiss Ratings raised Schneider National from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 6th. JPMorgan Chase & Co. cut their price target on Schneider National from $35.00 to $30.00 and set a “neutral” rating on the stock in a report on Monday, October 5th. Finally, Morgan Stanley boosted their price objective on Schneider National from $38.00 to $45.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Five equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $33.08.

Schneider National Trading Down 0.6%

Shares of NYSE SNDR opened at $29.28 on Friday. The company has a quick ratio of 1.94, a current ratio of 2.03 and a debt-to-equity ratio of 0.13. The stock’s 50 day moving average price is $32.46 and its two-hundred day moving average price is $31.90. Schneider National has a 52-week low of $20.11 and a 52-week high of $39.27. The stock has a market capitalization of $5.13 billion, a P/E ratio of 36.15, a PEG ratio of 0.66 and a beta of 1.21.

Schneider National (NYSE:SNDR) last issued its earnings results on Thursday, October 29th. The company reported $0.29 EPS for the quarter, missing the consensus estimate of $0.30 by ($0.01). The firm had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.58 billion. Schneider National had a return on equity of 4.84% and a net margin of 2.38%. Schneider National’s revenue was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.12 EPS. On average, analysts anticipate that Schneider National will post 1.05 earnings per share for the current fiscal year.

Schneider National Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, January 12th. Shareholders of record on Friday, December 11th will be given a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, December 11th. Schneider National’s dividend payout ratio is 62.50%.

Insider Activity at Schneider National

In other news, insider Mark Rourke sold 52,682 shares of the business’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $35.94, for a total value of $1,893,391.08. Following the sale, the insider owned 221,522 shares of the company’s stock, valued at approximately $7,961,500.68. The trade was a 19.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 23.64% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Provenance Wealth Advisors LLC bought a new stake in shares of Schneider National in the 3rd quarter worth approximately $212,000. Associated Banc Corp acquired a new stake in shares of Schneider National during the 3rd quarter worth approximately $3,411,000. State of Wyoming increased its position in shares of Schneider National by 111.1% during the third quarter. State of Wyoming now owns 23,733 shares of the company’s stock valued at $756,000 after purchasing an additional 12,490 shares during the period. Crystal Rock Capital Management bought a new stake in shares of Schneider National during the third quarter valued at approximately $1,785,000. Finally, VestGen Advisors LLC increased its position in shares of Schneider National by 36.0% during the third quarter. VestGen Advisors LLC now owns 8,105 shares of the company’s stock valued at $258,000 after purchasing an additional 2,146 shares during the period. Institutional investors own 28.54% of the company’s stock.

Schneider National News Summary

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

• Positive Sentiment: Third-quarter revenue increased 9.2% year over year to $1.59 billion, exceeding the $1.58 billion consensus estimate. EPS of $0.29 more than doubled from $0.12 a year ago, although it was slightly below some analyst estimates. Schneider National Third-Quarter Results
• Positive Sentiment: Intermodal strength helped offset weakness elsewhere in the business, supporting management’s view that disciplined pricing and improving freight conditions can drive better margins. Schneider National Q3 Mixed Results
• Positive Sentiment: Schneider is partnering with Norfolk Southern to expand domestic intermodal capacity across the eastern United States. Norfolk Southern is expected to become Schneider’s primary Eastern intermodal rail provider beginning January 1, 2027, creating potential for greater network efficiency and scalable growth. Norfolk Southern and Schneider Partnership
• Neutral Sentiment: Management forecast 2026 adjusted EPS of $1.00 to $1.10, broadly around the $1.06 FactSet consensus. The outlook suggests improvement but does not provide a significant upside surprise. Schneider 2026 EPS Outlook
• Neutral Sentiment: The company maintained its quarterly dividend at $0.10 per share, or $0.40 annually, providing income support but offering a relatively modest 1.4% yield. Schneider National Dividend
• Negative Sentiment: Wells Fargo lowered its SNDR price target from $35 to $31 and maintained an “equal weight” rating, signaling limited expected upside from current levels. Wells Fargo Schneider National Rating
• Negative Sentiment: EPS narrowly missed the broader analyst consensus, while net margin remained low at 1.92% and return on equity was just 3.89%. With shares valued at roughly 46 times earnings, investors may be demanding stronger profitability and guidance.

About Schneider National

Schneider National, Inc (NYSE: SNDR) is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider’s services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.