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

Schneider National (NYSE:SNDR) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 0.700-1.000 for the period, compared to the consensus EPS estimate of 1.080. The company issued revenue guidance of -.

Schneider National Trading Down 9.8%

Shares of NYSE SNDR opened at $26.81 on Friday. The company has a 50-day moving average of $27.11 and a two-hundred day moving average of $24.68. Schneider National has a 1-year low of $20.11 and a 1-year high of $30.98. The company has a current ratio of 2.11, a quick ratio of 1.93 and a debt-to-equity ratio of 0.17. The company has a market cap of $4.70 billion, a PE ratio of 45.44, a P/E/G ratio of 0.75 and a beta of 1.08.

Schneider National (NYSE:SNDR) last issued its quarterly earnings results on Thursday, January 29th. The company reported $0.13 EPS for the quarter, missing the consensus estimate of $0.21 by ($0.08). Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.45 billion. During the same quarter in the prior year, the firm earned $0.20 EPS. The firm’s quarterly revenue was up 4.5% compared to the same quarter last year. As a group, equities analysts expect that Schneider National will post 1.12 earnings per share for the current fiscal year.

Schneider National Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Friday, March 13th will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 1.5%. This is a boost from Schneider National’s previous quarterly dividend of $0.10. The ex-dividend date is Friday, March 13th. Schneider National’s dividend payout ratio (DPR) is 59.38%.

Schneider National declared that its board has authorized a stock buyback program on Wednesday, January 28th that allows the company to buyback $150.00 million in outstanding shares. This buyback authorization allows the company to purchase up to 2.9% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on SNDR. National Bankshares set a $31.00 price objective on Schneider National in a research report on Friday. Benchmark reaffirmed a “buy” rating on shares of Schneider National in a research note on Thursday, January 15th. Zacks Research downgraded shares of Schneider National from a “hold” rating to a “strong sell” rating in a report on Monday, October 13th. JPMorgan Chase & Co. cut their price objective on shares of Schneider National from $28.00 to $26.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, Stifel Nicolaus raised their target price on shares of Schneider National from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $29.20.

Key Headlines Impacting Schneider National

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

• Positive Sentiment: Board authorizes $150 million share repurchase (up to ~2.9% of shares). Buybacks typically support the stock and signal management confidence in valuation. Repurchase Authorization
• Positive Sentiment: Quarterly dividend increased (next payment $0.10; modest raise and ~1.3% yield). Provides income support and is a shareholder-friendly signal. (Company announcement)
• Positive Sentiment: TD Cowen maintained a Buy rating while lowering its price target to $30, implying upside from current levels. TD Cowen Note
• Neutral Sentiment: Company released its Q4 slide deck and held the earnings call — useful for modeling and management commentary but contains details that already reflected the wider guidance/earnings miss. Slide Deck / Press Release
• Negative Sentiment: Q4 earnings missed estimates — reported $0.13 EPS vs. $0.21 consensus and revenue $1.25B vs. $1.45B expected; management cited softer demand and a truncated peak season, pressuring margins. Zacks: Earnings/Revenue Miss
• Negative Sentiment: FY2026 EPS guidance reset to $0.70–$1.00, well below the ~$1.08 consensus — implies weaker profitability recovery than investors expected. (Company guidance update)
• Negative Sentiment: Analysts trimmed price targets and neutral/equal-weight views after the miss: Wells Fargo cut target to $25 (equal weight) and JPMorgan lowered to $26 (neutral), increasing near-term downside pressure. Analyst Notes
• Negative Sentiment: Market reaction: multiple outlets report shares tumbling after results and weak 2026 outlook, reflecting investor concern over volume softness and higher costs. Investing.com: Shares Tumble

Hedge Funds Weigh In On Schneider National

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SNDR. Osaic Holdings Inc. boosted its stake in Schneider National by 17.6% in the second quarter. Osaic Holdings Inc. now owns 18,977 shares of the company’s stock valued at $458,000 after buying an additional 2,840 shares in the last quarter. State of Tennessee Department of Treasury raised its stake in Schneider National by 84.2% during the second quarter. State of Tennessee Department of Treasury now owns 16,731 shares of the company’s stock worth $404,000 after acquiring an additional 7,647 shares in the last quarter. Treasurer of the State of North Carolina lifted its holdings in shares of Schneider National by 13.7% in the second quarter. Treasurer of the State of North Carolina now owns 24,131 shares of the company’s stock worth $583,000 after acquiring an additional 2,911 shares during the last quarter. Norges Bank acquired a new stake in shares of Schneider National in the 2nd quarter valued at approximately $353,000. Finally, Caxton Associates LLP bought a new stake in shares of Schneider National during the 3rd quarter valued at approximately $240,000. 28.54% of the stock is owned by institutional investors and hedge funds.

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.