Schneider National (NYSE:SNDR) Shares Gap Up After Strong Earnings

Schneider National, Inc. (NYSE:SNDR)’s stock price gapped up prior to trading on Friday following a better than expected earnings announcement. The stock had previously closed at $31.09, but opened at $33.34. Schneider National shares last traded at $33.0180, with a volume of 85,307 shares.

The company reported $0.12 earnings per share for the quarter, beating the consensus estimate of $0.11 by $0.01. The company had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.42 billion. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The company’s revenue was down .2% on a year-over-year basis. During the same period last year, the firm earned $0.16 earnings per share. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS.

Schneider National Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 10th. Stockholders of record on Friday, June 12th will be paid a dividend of $0.10 per share. The ex-dividend date is Friday, June 12th. This represents a $0.40 annualized dividend and a dividend yield of 1.2%. Schneider National’s dividend payout ratio (DPR) is currently 67.80%.

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

Key Schneider National News

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

• Positive Sentiment: TD Cowen raised its price target to $32.00 and kept a “buy” rating, which supports near-term upside and likely helped buying interest. (Firm note)
• Positive Sentiment: Schneider declared a quarterly cash dividend of $0.10/share (annualized ~1.3% yield), with record/ex-dividend timing that can attract income-focused holders. Schneider National Declares Quarterly Cash Dividend for Shareholders
• Positive Sentiment: Q1 EPS of $0.12 beat the consensus $0.11, showing margin execution after cost and productivity actions. Schneider National (SNDR) Q1 Earnings Beat Estimates
• Neutral Sentiment: Earnings call and full transcript are available for investors digging into guidance detail and management commentary. Schneider (SNDR) Q1 2026 Earnings Transcript
• Neutral Sentiment: Company press release and slides provide the official Q1 results and context on market normalization and cost actions. Schneider National, Inc. Announces First-Quarter 2026 Results
• Negative Sentiment: Revenue missed expectations—$1.24B vs. ~$1.42B consensus—and was slightly down year-over-year; management set FY2026 EPS guidance of $0.70–$1.00 (below the ~0.85 consensus), which is a key near-term headwind for valuation. View Press Release

Analysts Set New Price Targets

SNDR has been the subject of several recent analyst reports. National Bank Financial set a $35.00 target price on Schneider National in a research note on Friday. Morgan Stanley raised their target price on shares of Schneider National from $36.00 to $38.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. JPMorgan Chase & Co. cut their target price on shares of Schneider National from $28.00 to $26.00 and set a “neutral” rating on the stock in a report on Friday, January 30th. TD Cowen raised their target price on shares of Schneider National from $30.00 to $32.00 and gave the stock a “buy” rating in a report on Friday. Finally, Citigroup raised shares of Schneider National from a “sell” rating to a “neutral” rating and set a $27.00 target price on the stock in a report on Monday, March 9th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $29.93.

Insider Activity

In other news, CFO Darrell George Campbell sold 6,000 shares of the business’s 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 approximately $1,914,684.75. The trade was a 8.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 23.64% of the company’s stock.

Hedge Funds Weigh In On Schneider National

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Dimensional Fund Advisors LP boosted its position in shares of Schneider National by 1.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 4,857,023 shares of the company’s stock worth $128,859,000 after buying an additional 83,356 shares during the period. Deprince Race & Zollo Inc. raised its stake in shares of Schneider National by 18.3% during the first quarter. Deprince Race & Zollo Inc. now owns 2,160,106 shares of the company’s stock valued at $56,940,000 after purchasing an additional 334,572 shares in the last quarter. First Trust Advisors LP raised its stake in shares of Schneider National by 4.2% during the fourth quarter. First Trust Advisors LP now owns 2,147,314 shares of the company’s stock valued at $56,968,000 after purchasing an additional 87,084 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of Schneider National by 64.9% during the fourth quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company’s stock valued at $55,115,000 after purchasing an additional 817,259 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its stake in shares of Schneider National by 145.4% during 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 purchasing an additional 1,076,184 shares in the last quarter. 28.54% of the stock is currently owned by institutional investors and hedge funds.

Schneider National Trading Up 6.2%

The business’s 50 day moving average is $27.24 and its two-hundred day moving average is $26.34. The company has a quick ratio of 1.95, a current ratio of 2.13 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $5.79 billion, a P/E ratio of 56.01, a PEG ratio of 0.88 and a beta of 1.05.

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.