Schneider National (NYSE:SNDR) Stock Gets Price Target Reduction from Wells Fargo & Company

Schneider National (NYSE:SNDR) had its price objective reduced by analysts at Wells Fargo & Company from $35.00 to $31.00 in a research note issued on Friday, Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target would indicate a potential upside of 5.51% from the stock’s previous close.

SNDR has been the subject of a number of other research reports. Wall Street Zen raised shares of Schneider National from a “hold” rating to a “buy” rating in a research report on Saturday, October 17th. Stephens upgraded Schneider National to a “hold” rating in a research note on Wednesday, July 8th. JPMorgan Chase & Co. cut their price objective on Schneider National from $35.00 to $30.00 and set a “neutral” rating for the company in a research report on Monday, October 5th. Zacks Research downgraded Schneider National from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 7th. Finally, Benchmark reaffirmed a “buy” rating on shares of Schneider National in a report on Thursday, July 16th. Five analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $33.08.

Schneider National Stock Performance

SNDR traded down $0.07 on Friday, hitting $29.38. The company had a trading volume of 495,401 shares, compared to its average volume of 952,435. The company’s fifty day moving average price is $32.57 and its 200 day moving average price is $31.90. Schneider National has a 1-year low of $20.11 and a 1-year high of $39.27. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.03 and a quick ratio of 1.94. The stock has a market cap of $5.15 billion, a price-to-earnings ratio of 46.01, a price-to-earnings-growth ratio of 0.67 and a beta of 1.21.

Schneider National (NYSE:SNDR) last released its quarterly earnings results on Thursday, October 29th. The company reported $0.29 EPS for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.01). Schneider National had a net margin of 1.92% and a return on equity of 3.89%. The firm had revenue of $1.59 billion during the quarter, compared to the consensus estimate of $1.58 billion. During the same period in the prior year, the business earned $0.12 EPS. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. Equities analysts predict that Schneider National will post 1.04 earnings per share for the current fiscal year.

Insider Activity at Schneider National

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

Hedge Funds Weigh In On Schneider National

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Parallel Advisors LLC lifted its position in shares of Schneider National by 5.7% in the 1st quarter. Parallel Advisors LLC now owns 8,584 shares of the company’s stock worth $226,000 after acquiring an additional 460 shares during the period. EverSource Wealth Advisors LLC increased its holdings in Schneider National by 47.6% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,516 shares of the company’s stock valued at $40,000 after buying an additional 489 shares during the period. Cetera Investment Advisers raised its stake in shares of Schneider National by 7.0% in the 1st quarter. Cetera Investment Advisers now owns 10,498 shares of the company’s stock valued at $277,000 after buying an additional 690 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of Schneider National by 38.7% during the 2nd quarter. GAMMA Investing LLC now owns 2,632 shares of the company’s stock worth $96,000 after acquiring an additional 734 shares during the period. Finally, Envestnet Portfolio Solutions Inc. lifted its holdings in shares of Schneider National by 14.8% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 9,035 shares of the company’s stock worth $330,000 after acquiring an additional 1,162 shares during the period. 28.54% of the stock is currently owned by institutional investors.

More Schneider National News

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

• Positive Sentiment: Schneider reported third-quarter revenue of $1.59 billion, up 9.2% year over year, while adjusted earnings reached $0.29 per share versus $0.12 a year earlier. The results indicate improving operating conditions and progress in converting revenue growth into stronger earnings. Schneider National Third Quarter 2026 Results
• Positive Sentiment: Schneider and Norfolk Southern announced a partnership to expand domestic intermodal capacity across the eastern United States. Schneider plans to use Norfolk Southern as its primary Eastern Intermodal rail provider beginning January 1, 2027, potentially improving network scale, service flexibility and long-term growth. Norfolk Southern and Schneider Partnership
• Positive Sentiment: The company maintained its quarterly dividend at $0.10 per share, equivalent to $0.40 annually and an indicated yield of approximately 1.4%. The payout provides continued shareholder support, although it is unlikely to be the primary near-term catalyst. Schneider National Dividend Announcement
• Neutral Sentiment: Management projects 2026 adjusted EPS of $1.00 to $1.10, a range that brackets the approximately $1.06 analyst estimate. The outlook does not represent a major guidance surprise, leaving investors focused on execution and margin improvement. Schneider 2026 EPS Outlook
• Negative Sentiment: Third-quarter EPS of $0.29 was slightly below the $0.30 analyst consensus, despite revenue exceeding estimates. The small bottom-line miss, combined with a relatively narrow full-year guidance range, likely explains the stock’s weaker reaction. Schneider National Earnings Report

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.