Schneider National (NYSE:SNDR) Price Target Cut to $31.00 by Analysts at Wells Fargo & Company

Schneider National (NYSE:SNDR) had its price objective reduced by investment analysts at Wells Fargo & Company from $35.00 to $31.00 in a research note issued to investors on Friday, Benzinga reports. The firm presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s target price would indicate a potential upside of 5.51% from the company’s previous close.

A number of other research firms also recently commented on SNDR. Weiss Ratings upgraded shares of Schneider National from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 6th. National Bank Financial set a $38.00 target price on Schneider National in a report on Friday, July 31st. Morgan Stanley lifted their price target on Schneider National from $38.00 to $45.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. UBS Group restated a “neutral” rating and issued a $30.00 price objective on shares of Schneider National in a report on Friday. Finally, Zacks Research lowered Schneider National from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 7th. Five research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, Schneider National has an average rating of “Hold” and an average target price of $33.08.

Schneider National Stock Performance

NYSE SNDR traded down $0.07 on Friday, hitting $29.38. The stock had a trading volume of 495,401 shares, compared to its average volume of 952,435. The company’s 50-day moving average is $32.57 and its two-hundred day moving average is $31.90. Schneider National has a one year low of $20.11 and a one year high of $39.27. The stock has a market cap of $5.15 billion, a price-to-earnings ratio of 46.01, a P/E/G ratio of 0.67 and a beta of 1.21. The company has a quick ratio of 1.94, a current ratio of 2.03 and a debt-to-equity ratio of 0.13.

Schneider National (NYSE:SNDR) last issued its quarterly earnings data on Thursday, October 29th. The company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.30 by ($0.01). Schneider National had a return on equity of 3.89% and a net margin of 1.92%. The business had revenue of $1.59 billion for the quarter, compared to analyst estimates of $1.58 billion. During the same quarter in the prior year, the firm posted $0.12 earnings per share. The business’s quarterly revenue was up 9.2% on a year-over-year basis. On average, analysts expect that Schneider National will post 1.04 earnings per share for the current year.

Insider Activity at Schneider National

In other news, insider Mark Rourke sold 52,682 shares of Schneider National stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $35.94, for a total value of $1,893,391.08. Following the transaction, the insider directly owned 221,522 shares of the company’s stock, valued at $7,961,500.68. This trade represents a 19.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 23.64% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Schneider National

Several institutional investors and hedge funds have recently added to or reduced their stakes in SNDR. EverSource Wealth Advisors LLC raised its holdings in shares of Schneider National by 47.6% during the first quarter. EverSource Wealth Advisors LLC now owns 1,516 shares of the company’s stock worth $40,000 after acquiring an additional 489 shares in the last quarter. Reyes Financial Architecture Inc. purchased a new stake in shares of Schneider National during the 3rd quarter worth about $46,000. Polaris Financial Partners purchased a new stake in shares of Schneider National during the 3rd quarter worth about $48,000. State of Wyoming acquired a new stake in shares of Schneider National during the 1st quarter valued at about $68,000. Finally, GAMMA Investing LLC increased 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 worth $96,000 after buying an additional 734 shares during the last quarter. 28.54% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Schneider National

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

• Positive Sentiment: Schneider reported third-quarter revenue of $1.59 billion, up 9.2% year over year, while adjusted earnings reached $0.29 per share versus $0.12 a year earlier. The results indicate improving operating conditions and progress in converting revenue growth into stronger earnings. Schneider National Third Quarter 2026 Results
• Positive Sentiment: Schneider and Norfolk Southern announced a partnership to expand domestic intermodal capacity across the eastern United States. Schneider plans to use Norfolk Southern as its primary Eastern Intermodal rail provider beginning January 1, 2027, potentially improving network scale, service flexibility and long-term growth. Norfolk Southern and Schneider Partnership
• Positive Sentiment: The company maintained its quarterly dividend at $0.10 per share, equivalent to $0.40 annually and an indicated yield of approximately 1.4%. The payout provides continued shareholder support, although it is unlikely to be the primary near-term catalyst. Schneider National Dividend Announcement
• Neutral Sentiment: Management projects 2026 adjusted EPS of $1.00 to $1.10, a range that brackets the approximately $1.06 analyst estimate. The outlook does not represent a major guidance surprise, leaving investors focused on execution and margin improvement. Schneider 2026 EPS Outlook
• Negative Sentiment: Third-quarter EPS of $0.29 was slightly below the $0.30 analyst consensus, despite revenue exceeding estimates. The small bottom-line miss, combined with a relatively narrow full-year guidance range, likely explains the stock’s weaker reaction. Schneider National Earnings Report

Schneider National Company Profile

Schneider National, Inc (NYSE: SNDR) is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider’s services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.