Schneider National, Inc. (NYSE:SNDR) Stock Has Average Target Price of $33.69

Shares of Schneider National, Inc. (NYSE:SNDR) have received an average rating of “Hold” from the sixteen research firms that are presently covering the firm, Marketbeat Ratings reports. Eleven analysts have rated the stock with a hold rating and five have given a buy rating to the company. The average 12 month price target among analysts that have covered the stock in the last year is $33.08.

A number of research firms recently weighed in on SNDR. Morgan Stanley upped their target price on shares of Schneider National from $38.00 to $45.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. National Bank Financial set a $38.00 price target on Schneider National in a report on Friday, July 31st. Weiss Ratings upgraded Schneider National from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 6th. Zacks Research lowered shares of Schneider National from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 7th. Finally, Susquehanna reduced their price objective on Schneider National from $39.00 to $36.00 and set a “neutral” rating for the company in a research note on Friday, July 31st.

Schneider National News Roundup

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

• Positive Sentiment: Third-quarter revenue increased 9.2% year over year to $1.59 billion, exceeding the $1.58 billion consensus estimate. EPS of $0.29 more than doubled from $0.12 a year ago, although it was slightly below some analyst estimates. Schneider National Third-Quarter Results
• Positive Sentiment: Intermodal strength helped offset weakness elsewhere in the business, supporting management’s view that disciplined pricing and improving freight conditions can drive better margins. Schneider National Q3 Mixed Results
• Positive Sentiment: Schneider is partnering with Norfolk Southern to expand domestic intermodal capacity across the eastern United States. Norfolk Southern is expected to become Schneider’s primary Eastern intermodal rail provider beginning January 1, 2027, creating potential for greater network efficiency and scalable growth. Norfolk Southern and Schneider Partnership
• Neutral Sentiment: Management forecast 2026 adjusted EPS of $1.00 to $1.10, broadly around the $1.06 FactSet consensus. The outlook suggests improvement but does not provide a significant upside surprise. Schneider 2026 EPS Outlook
• Neutral Sentiment: The company maintained its quarterly dividend at $0.10 per share, or $0.40 annually, providing income support but offering a relatively modest 1.4% yield. Schneider National Dividend
• Negative Sentiment: Wells Fargo lowered its SNDR price target from $35 to $31 and maintained an “equal weight” rating, signaling limited expected upside from current levels. Wells Fargo Schneider National Rating
• Negative Sentiment: EPS narrowly missed the broader analyst consensus, while net margin remained low at 1.92% and return on equity was just 3.89%. With shares valued at roughly 46 times earnings, investors may be demanding stronger profitability and guidance.

Schneider National Trading Up 0.2%

Shares of SNDR opened at $29.28 on Wednesday. Schneider National has a fifty-two week low of $20.11 and a fifty-two week high of $39.27. The stock has a market capitalization of $5.13 billion, a PE ratio of 36.15, a P/E/G ratio of 0.65 and a beta of 1.21. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.94 and a current ratio of 2.03. The company’s fifty day moving average is $32.46 and its 200 day moving average is $31.90.

Schneider National (NYSE:SNDR) last issued its quarterly earnings data on Thursday, October 29th. The company reported $0.29 earnings per share for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.01). The company had revenue of $1.59 billion for the quarter, compared to analysts’ expectations of $1.58 billion. Schneider National had a return on equity of 4.82% and a net margin of 2.38%. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.12 earnings per share. Sell-side analysts expect that Schneider National will post 1.05 earnings per share for the current fiscal year.

Schneider National Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 12th. Shareholders of record on Friday, December 11th will be given a $0.10 dividend. The ex-dividend date is Friday, December 11th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.4%. Schneider National’s dividend payout ratio (DPR) is currently 49.38%.

Insider Buying and Selling

In other Schneider National news, insider Mark Rourke sold 52,682 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $35.94, for a total transaction of $1,893,391.08. Following the sale, the insider owned 221,522 shares of the company’s stock, valued at $7,961,500.68. This represents a 19.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 23.64% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Schneider National

Hedge funds and other institutional investors have recently bought and sold shares of the company. Quantinno Capital Management LP grew its stake in Schneider National by 44.1% in the 1st quarter. Quantinno Capital Management LP now owns 1,993,186 shares of the company’s stock valued at $52,540,000 after buying an additional 610,020 shares during the last quarter. Deprince Race & Zollo Inc. increased its position in Schneider National by 18.3% in the 1st quarter. Deprince Race & Zollo Inc. now owns 2,160,106 shares of the company’s stock valued at $56,940,000 after buying an additional 334,572 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in Schneider National by 3.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,015,141 shares of the company’s stock valued at $132,195,000 after purchasing an additional 158,118 shares during the last quarter. First Trust Advisors LP boosted its position in Schneider National by 6.1% in the first quarter. First Trust Advisors LP now owns 2,277,720 shares of the company’s stock worth $60,041,000 after purchasing an additional 130,406 shares during the last quarter. Finally, Renaissance Technologies LLC boosted its position in Schneider National by 437.1% during the first quarter. Renaissance Technologies LLC now owns 153,600 shares of the company’s stock worth $4,049,000 after purchasing an additional 125,000 shares during the period. Institutional investors and hedge funds own 28.54% of the company’s stock.

About Schneider National

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.