Zacks Research Issues Negative Outlook for SNDR Earnings

Schneider National, Inc. (NYSE:SNDR) – Stock analysts at Zacks Research dropped their Q1 2026 EPS estimates for Schneider National in a research note issued on Thursday, February 12th. Zacks Research analyst Team now forecasts that the company will post earnings of $0.12 per share for the quarter, down from their prior estimate of $0.17. The consensus estimate for Schneider National’s current full-year earnings is $1.12 per share. Zacks Research also issued estimates for Schneider National’s Q2 2026 earnings at $0.23 EPS, Q3 2026 earnings at $0.22 EPS, Q4 2026 earnings at $0.25 EPS, FY2026 earnings at $0.83 EPS, Q1 2027 earnings at $0.27 EPS, Q2 2027 earnings at $0.39 EPS, Q3 2027 earnings at $0.40 EPS, Q4 2027 earnings at $0.41 EPS and FY2028 earnings at $2.28 EPS.

Schneider National (NYSE:SNDR) last released its quarterly earnings data on Thursday, January 29th. The company reported $0.13 earnings per share for the quarter, missing the consensus estimate of $0.21 by ($0.08). The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.45 billion. Schneider National had a net margin of 1.83% and a return on equity of 3.66%. The company’s revenue was up 4.5% compared to the same quarter last year. During the same period last year, the business earned $0.20 EPS.

Other research analysts also recently issued research reports about the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Schneider National in a research note on Monday, December 29th. JPMorgan Chase & Co. decreased their price target on shares of Schneider National from $28.00 to $26.00 and set a “neutral” rating for the company in a research report on Friday, January 30th. UBS Group reaffirmed a “neutral” rating on shares of Schneider National in a research note on Friday, January 30th. TD Cowen reduced their price objective on shares of Schneider National from $31.00 to $30.00 and set a “buy” rating on the stock in a research note on Friday, January 30th. Finally, Raymond James Financial raised Schneider National from a “market perform” rating to an “outperform” rating and set a $28.00 target price for the company in a research report on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $28.43.

Schneider National Price Performance

Schneider National stock opened at $28.59 on Friday. The stock has a 50-day moving average price of $28.24 and a two-hundred day moving average price of $24.93. Schneider National has a 12 month low of $20.11 and a 12 month high of $30.98. The company has a market capitalization of $5.01 billion, a PE ratio of 48.45, a P/E/G ratio of 0.94 and a beta of 1.08. The company has a current ratio of 2.23, a quick ratio of 1.93 and a debt-to-equity ratio of 0.13.

Schneider National Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Friday, March 13th will be issued a $0.10 dividend. The ex-dividend date is Friday, March 13th. This is a positive change from Schneider National’s previous quarterly dividend of $0.10. This represents a $0.40 annualized dividend and a yield of 1.4%. Schneider National’s dividend payout ratio (DPR) is presently 64.41%.

Schneider National announced that its board has authorized a stock repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $150.00 million in shares. This repurchase authorization authorizes the company to buy up to 2.9% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Institutional Trading of Schneider National

A number of large investors have recently bought and sold shares of the business. Vaughan Nelson Investment Management L.P. bought a new position in shares of Schneider National in the 4th quarter worth about $29,469,000. Balyasny Asset Management L.P. bought a new stake in Schneider National in the second quarter worth approximately $26,393,000. Bank of New York Mellon Corp lifted its stake in Schneider National by 145.4% in the fourth quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company’s stock valued at $48,181,000 after buying an additional 1,076,184 shares during the period. Gotham Asset Management LLC lifted its stake in Schneider National by 396.1% in the third quarter. Gotham Asset Management LLC now owns 855,802 shares of the company’s stock valued at $18,109,000 after buying an additional 683,298 shares during the period. Finally, Quantinno Capital Management LP boosted its holdings in shares of Schneider National by 644.7% during the 2nd quarter. Quantinno Capital Management LP now owns 620,714 shares of the company’s stock worth $14,990,000 after buying an additional 537,364 shares in the last quarter. 28.54% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Schneider National

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

• Positive Sentiment: Schneider reported a major operational/ESG milestone — it says its Freightliner eCascadia fleet surpassed 10 million zero‑emission miles and the company now operates one of North America’s largest BEV fleets (nearly 100 eCascadias). This supports fuel‑cost savings potential and enhances the sustainability growth story. Article Title
• Neutral Sentiment: Third‑party comparison: an article contrasts Schneider with CBL International; likely low direct impact but may provide context for relative financial metrics. CBL International (NASDAQ:BANL) versus Schneider National (NYSE:SNDR) Financial Contrast
• Negative Sentiment: Zacks Research cut a series of near‑term estimates on Feb 12, lowering FY2026 EPS to $0.83 (from $0.99) and trimming quarter‑by‑quarter 2026 and 2027 forecasts (examples: Q1‑2026 to $0.12 from $0.17; Q2‑2026 to $0.23 from $0.27; Q3‑2026 to $0.22 from $0.25; Q1‑2027 to $0.27 from $0.36; Q3‑2027 materially lowered as well). These downgrades reflect weaker near‑term profit expectations and are the primary driver of today’s weakness. (Zacks still models a stronger FY2028 at $2.28, indicating a longer‑term recovery scenario.)

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.