Schneider National (NYSE:SNDR) Given New $32.00 Price Target at TD Cowen

Schneider National (NYSE:SNDR) had its price target raised by TD Cowen from $30.00 to $32.00 in a research report released on Friday, MarketBeat reports. They currently have a buy rating on the stock.

A number of other equities research analysts have also weighed in on SNDR. Citigroup raised Schneider National from a “sell” rating to a “neutral” rating and set a $27.00 price objective on the stock in a report on Monday, March 9th. JPMorgan Chase & Co. decreased their price target on Schneider National from $28.00 to $26.00 and set a “neutral” rating on the stock in a research note on Friday, January 30th. UBS Group reissued a “neutral” rating on shares of Schneider National in a research note on Friday, January 30th. National Bank Financial set a $27.00 price target on Schneider National in a research note on Friday, February 6th. Finally, Zacks Research raised Schneider National from a “strong sell” rating to a “hold” rating in a research note on Monday, April 6th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, Schneider National has a consensus rating of “Hold” and a consensus target price of $30.86.

Schneider National Stock Performance

SNDR traded up $0.27 during trading on Friday, reaching $31.36. The company’s stock had a trading volume of 1,716,488 shares, compared to its average volume of 1,098,126. Schneider National has a 52-week low of $20.11 and a 52-week high of $33.34. The company’s fifty day moving average price is $27.24 and its 200-day moving average price is $26.34. The company has a market capitalization of $5.50 billion, a price-to-earnings ratio of 53.15, a price-to-earnings-growth ratio of 0.90 and a beta of 1.05. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.95 and a current ratio of 2.13.

Schneider National (NYSE:SNDR) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.12 earnings per share for the quarter, beating analysts’ consensus estimates of $0.11 by $0.01. Schneider National had a return on equity of 3.45% and a net margin of 1.73%.The company had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.42 billion. During the same quarter in the previous year, the company earned $0.16 EPS. The firm’s revenue for the quarter was down .2% compared to the same quarter last year. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS. On average, equities analysts forecast that Schneider National will post 0.86 earnings per share for the current fiscal year.

Schneider National declared that its Board of Directors has initiated a stock buyback program on Wednesday, January 28th that authorizes the company to buyback $150.00 million in shares. This buyback authorization authorizes the company to purchase up to 2.9% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Schneider National Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Friday, June 12th will be given a dividend of $0.10 per share. 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 currently 67.80%.

Insider Activity

In related news, CFO Darrell George Campbell sold 6,000 shares of Schneider National stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $28.89, for a total transaction of $173,340.00. Following the completion of the transaction, the chief financial officer directly owned 66,275 shares in the company, valued at $1,914,684.75. The trade was a 8.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 23.64% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd raised 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 worth $36,000 after purchasing an additional 1,625 shares during the last quarter. Global Retirement Partners LLC acquired a new position in shares of Schneider National during the 4th quarter worth approximately $47,000. Farther Finance Advisors LLC raised its position in shares of Schneider National by 155.7% during the 4th quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock worth $48,000 after purchasing an additional 1,110 shares during the last quarter. SJS Investment Consulting Inc. raised its position in shares of Schneider National by 695.0% during the 1st quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company’s stock worth $54,000 after purchasing an additional 1,800 shares during the last quarter. Finally, Quarry LP raised its position in shares of Schneider National by 36.7% during the 3rd quarter. Quarry LP now owns 3,404 shares of the company’s stock worth $72,000 after purchasing an additional 913 shares during the last quarter. 28.54% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Schneider National

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

• Positive Sentiment: Analyst price-target/upgrades lifted sentiment — TD Cowen raised its target to $32 and kept a Buy rating, Wells Fargo raised its target to $33 (Equal Weight), and JPMorgan raised its target to $31 (Neutral). Analyst moves likely provided buying support. Benzinga The Fly
• Positive Sentiment: Small EPS beat — SNDR reported $0.12 EPS vs. consensus $0.11, which can calm near-term earnings concerns despite weaker top-line performance. Zacks: Q1 Earnings Beat
• Positive Sentiment: Quarterly dividend declared ($0.10/share; ~1.3% yield) — supports income-oriented holders and signals board confidence in cash flow. TipRanks
• Neutral Sentiment: FY26 EPS guidance set to $0.70–$1.00 — the midpoint (~$0.85) lines up with Street estimates, leaving outlook ambiguous; investors must watch demand trends (guidance range is wide). Company Guidance (Slide Deck)
• Neutral Sentiment: Management tone constructive — executives cited signs of supply tightening and productivity gains (Network productivity, Intermodal volume growth) but framed demand uncertainty as the key swing factor. Business Wire: Q1 Release
• Negative Sentiment: Revenue missed expectations — Q1 revenue $1.24B vs. consensus ~$1.42B, signaling demand softness and weighing on near-term growth assumptions. Company Release / Slides
• Negative Sentiment: Margin pressure and operating weakness — operating income fell ~20% YoY and the company reported broad margin compression across segments; these fundamentals increase execution risk and could pressure multiples. Seeking Alpha: Margin Analysis

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.