Schneider National (NYSE:SNDR) Price Target Lowered to $25.00 at Wells Fargo & Company

Schneider National (NYSE:SNDR) had its price objective lowered by investment analysts at Wells Fargo & Company from $30.00 to $25.00 in a report released on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target would indicate a potential downside of 9.21% from the stock’s current price.

SNDR has been the subject of several other research reports. TD Cowen dropped their price objective on Schneider National from $31.00 to $30.00 and set a “buy” rating for the company in a report on Friday. Zacks Research downgraded Schneider National from a “hold” rating to a “strong sell” rating in a report on Monday, October 13th. Susquehanna lifted their price target on Schneider National from $19.00 to $30.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. Bank of America upgraded Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 price objective for the company in a report on Friday, January 9th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Schneider National in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Schneider National presently has an average rating of “Hold” and an average target price of $28.93.

Schneider National Price Performance

Shares of SNDR traded down $2.18 during trading hours on Friday, reaching $27.54. 830,001 shares of the company’s stock traded hands, compared to its average volume of 824,560. The firm’s 50 day simple moving average is $27.00 and its 200-day simple moving average is $24.67. Schneider National has a 12 month low of $20.11 and a 12 month 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 stock has a market cap of $4.83 billion, a PE ratio of 42.91, a price-to-earnings-growth ratio of 0.76 and a beta of 1.08.

Schneider National (NYSE:SNDR) last announced its quarterly earnings data on Thursday, January 29th. The company reported $0.13 earnings per share for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08). Schneider National had a net margin of 2.03% and a return on equity of 4.04%. The firm had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.45 billion. During the same period in the prior year, the business posted $0.20 earnings per share. The business’s quarterly revenue was up 4.5% on a year-over-year basis. Equities analysts expect that Schneider National will post 1.12 EPS for the current year.

Schneider National declared that its board has authorized a stock repurchase plan on Wednesday, January 28th that permits the company to buyback $150.00 million in outstanding shares. This buyback authorization permits the company to purchase up to 2.9% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s board of directors believes its shares are undervalued.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Royal Bank of Canada lifted its stake in shares of Schneider National by 19.1% in the 1st quarter. Royal Bank of Canada now owns 162,011 shares of the company’s stock worth $3,702,000 after purchasing an additional 26,015 shares during the period. Millennium Management LLC purchased a new stake in shares of Schneider National in the 1st quarter worth $7,477,000. Empowered Funds LLC grew its holdings in Schneider National by 12.0% during the first quarter. Empowered Funds LLC now owns 13,944 shares of the company’s stock valued at $319,000 after purchasing an additional 1,494 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Schneider National by 18.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 178,433 shares of the company’s stock worth $4,077,000 after buying an additional 27,180 shares in the last quarter. Finally, Jane Street Group LLC lifted its position in shares of Schneider National by 120.5% in the first quarter. Jane Street Group LLC now owns 90,616 shares of the company’s stock valued at $2,071,000 after acquiring an additional 49,511 shares in the last quarter. Institutional investors own 28.54% of the company’s stock.

Schneider National News Roundup

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

• Positive Sentiment: Board authorized a $150 million share repurchase program (up to ~2.9% of shares), which signals management believes the stock is undervalued and can support buybacks. Article Title
• Positive Sentiment: Analyst support: TD Cowen trimmed its price target from $31 to $30 but maintained a “buy” rating, implying upside from current levels and continued analyst confidence. (No link provided)
• Positive Sentiment: Dividend maintained/increased: Schneider announced a quarterly dividend (raised slightly), continuing shareholder returns and yielding ~1.3% annually. (Company release summarized above)
• Neutral Sentiment: Leadership transition announced: CEO Mark Rourke will become Executive Chairman and Jim Filter will be President & CEO effective July 1, 2026 — a planned succession intended to preserve continuity; could be neutral-to-positive over time. Article Title
• Neutral Sentiment: Analyses and valuation pieces are circulating assessing SNDR after recent moves; these provide context but don’t add new company-specific catalysts. Article Title
• Negative Sentiment: Q4 results missed expectations: Q4 EPS $0.13 vs. consensus $0.21 and revenue $1.25B vs. ~$1.45B estimate; management cited softer market volumes and a truncated peak season. Article Title
• Negative Sentiment: FY2026 EPS guidance cut: Schneider updated fiscal‑year 2026 EPS guidance to $0.70–$1.00 vs. street consensus ~$1.08, reducing near-term earnings visibility and fueling the sell-off. (Guidance noted in company releases and call)
• Negative Sentiment: Market reaction and coverage: Multiple outlets report shares falling after the earnings miss and soft outlook, reflecting investor concern about demand trends and 2026 profitability. Article Title

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.