Schneider National (NYSE:SNDR) Shares Up 6.4% on Better-Than-Expected Earnings

Schneider National, Inc. (NYSE:SNDR) rose 6.4% on Friday following a better than expected earnings announcement. The company traded as high as $36.27 and last traded at $36.3150. 163,466 shares were traded during mid-day trading, a decline of 84% from the average daily volume of 1,030,373 shares. The stock had previously closed at $34.14.

The company reported $0.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.06. Schneider National had a return on equity of 3.45% and a net margin of 1.73%.The company had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter last year, the firm earned $0.21 earnings per share. The firm’s quarterly revenue was up 10.4% compared to the same quarter last year. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS.

Schneider National Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 11th will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 1.1%. The ex-dividend date is Friday, September 11th. Schneider National’s payout ratio is 71.43%.

Schneider National News Summary

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

• Positive Sentiment: Schneider earned $0.29 per share in Q2 2026, exceeding the roughly $0.22–$0.23 analyst consensus and improving from $0.21 a year earlier. Management attributed the improvement to disciplined revenue management, cost reductions and productivity initiatives. Schneider National Second Quarter 2026 Results
• Positive Sentiment: The company maintained fiscal 2026 EPS guidance of $0.90 to $1.10. The midpoint of $1.00 is above the current consensus estimate of approximately $0.92, suggesting management expects continued benefits from efficiency measures and improving freight conditions. Schneider National Second Quarter 2026 Results
• Neutral Sentiment: Fifth Third Bancorp reported a substantial percentage increase in its Schneider position, purchasing 17,986 additional shares to own 18,360 shares. The transaction indicates institutional interest, although the position remains relatively small and is unlikely to materially affect valuation. Fifth Third Bancorp Schneider National Share Purchase
• Negative Sentiment: Quarterly revenue of $1.33 billion increased 10.4% year over year but came in below the approximately $1.52 billion consensus cited in the earnings reports. The revenue shortfall may temper the positive impact of the EPS beat, particularly given Schneider’s elevated price-to-earnings ratio.
• Negative Sentiment: Susquehanna lowered its Schneider National price target from $39 to $36 and retained a Neutral rating. The reduced target signals limited expected upside and adds pressure after the earnings release. Benzinga

Wall Street Analyst Weigh In

Several brokerages have weighed in on SNDR. Weiss Ratings lowered shares of Schneider National from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, July 23rd. National Bank Financial set a $38.00 price objective on shares of Schneider National in a report on Friday. Stephens raised shares of Schneider National to a “hold” rating in a research report on Wednesday, July 8th. Benchmark reiterated a “buy” rating on shares of Schneider National in a report on Thursday, July 16th. Finally, Zacks Research raised Schneider National from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $33.92.

Insider Activity

In related news, VP Magnin Shelly A. Dumas sold 2,425 shares of the stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total value of $74,932.50. Following the transaction, the vice president owned 24,697 shares of the company’s stock, valued at $763,137.30. This represents a 8.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Thomas G. Jackson sold 20,271 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $37.15, for a total value of $753,067.65. Following the completion of the sale, the executive vice president owned 77,174 shares in the company, valued at approximately $2,867,014.10. This represents a 20.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 31,048 shares of company stock worth $1,150,304. 23.64% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in SNDR. Baron Wealth Management LLC acquired a new stake in shares of Schneider National during the 2nd quarter worth about $286,000. GAMMA Investing LLC boosted its holdings in Schneider National by 38.7% in the second quarter. GAMMA Investing LLC now owns 2,632 shares of the company’s stock valued at $96,000 after purchasing an additional 734 shares in the last quarter. DV Trading LLC purchased a new position in Schneider National in the first quarter valued at approximately $224,000. Parallel Advisors LLC increased its stake in Schneider National by 5.7% in the first quarter. Parallel Advisors LLC now owns 8,584 shares of the company’s stock valued at $226,000 after purchasing an additional 460 shares during the last quarter. Finally, Edgestream Partners L.P. acquired a new stake in Schneider National during the first quarter worth approximately $2,995,000. 28.54% of the stock is owned by institutional investors and hedge funds.

Schneider National Trading Up 6.1%

The company has a market cap of $6.34 billion, a price-to-earnings ratio of 64.59, a PEG ratio of 0.97 and a beta of 1.17. The company has a quick ratio of 1.83, a current ratio of 1.95 and a debt-to-equity ratio of 0.13. The business’s fifty day simple moving average is $36.43 and its two-hundred day simple moving average is $31.28.

About Schneider National

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.