55,075 Shares in Schneider National, Inc. $SNDR Acquired by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd purchased a new stake in Schneider National, Inc. (NYSE:SNDR) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 55,075 shares of the company’s stock, valued at approximately $1,165,000.

Several other institutional investors have also recently made changes to their positions in SNDR. Royal Bank of Canada raised its position in shares of Schneider National by 19.1% in the first quarter. Royal Bank of Canada now owns 162,011 shares of the company’s stock worth $3,702,000 after buying an additional 26,015 shares in the last quarter. Millennium Management LLC bought a new position in Schneider National in the 1st quarter worth about $7,477,000. Empowered Funds LLC raised its holdings in shares of Schneider National by 12.0% in the 1st quarter. Empowered Funds LLC now owns 13,944 shares of the company’s stock valued at $319,000 after acquiring an additional 1,494 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Schneider National by 18.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 178,433 shares of the company’s stock valued at $4,077,000 after acquiring an additional 27,180 shares during the last quarter. Finally, Jane Street Group LLC boosted its position in shares of Schneider National by 120.5% during the 1st 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 during the last quarter. Institutional investors own 28.54% of the company’s stock.

Trending Headlines about Schneider National

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

• Positive Sentiment: Board authorizes $150 million share repurchase (up to ~2.9% of shares). Buybacks typically support the stock and signal management confidence in valuation. Repurchase Authorization
• Positive Sentiment: Quarterly dividend increased (next payment $0.10; modest raise and ~1.3% yield). Provides income support and is a shareholder-friendly signal. (Company announcement)
• Positive Sentiment: TD Cowen maintained a Buy rating while lowering its price target to $30, implying upside from current levels. TD Cowen Note
• Neutral Sentiment: Company released its Q4 slide deck and held the earnings call — useful for modeling and management commentary but contains details that already reflected the wider guidance/earnings miss. Slide Deck / Press Release
• Negative Sentiment: Q4 earnings missed estimates — reported $0.13 EPS vs. $0.21 consensus and revenue $1.25B vs. $1.45B expected; management cited softer demand and a truncated peak season, pressuring margins. Zacks: Earnings/Revenue Miss
• Negative Sentiment: FY2026 EPS guidance reset to $0.70–$1.00, well below the ~$1.08 consensus — implies weaker profitability recovery than investors expected. (Company guidance update)
• Negative Sentiment: Analysts trimmed price targets and neutral/equal-weight views after the miss: Wells Fargo cut target to $25 (equal weight) and JPMorgan lowered to $26 (neutral), increasing near-term downside pressure. Analyst Notes
• Negative Sentiment: Market reaction: multiple outlets report shares tumbling after results and weak 2026 outlook, reflecting investor concern over volume softness and higher costs. Investing.com: Shares Tumble

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on SNDR shares. National Bankshares set a $31.00 target price on shares of Schneider National in a research note on Friday. Bank of America upgraded shares of Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 price objective on the stock in a research report on Friday, January 9th. Benchmark reiterated a “buy” rating on shares of Schneider National in a research report on Thursday, January 15th. Evercore ISI increased their target price on Schneider National from $21.00 to $30.00 and gave the company an “in-line” rating in a research note on Tuesday, January 13th. Finally, TD Cowen cut 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. One 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. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $29.20.

Schneider National Trading Down 9.8%

Shares of SNDR stock opened at $26.81 on Friday. The stock has a market capitalization of $4.70 billion, a PE ratio of 45.44, a P/E/G ratio of 0.75 and a beta of 1.08. Schneider National, Inc. has a 1-year low of $20.11 and a 1-year high of $30.98. The business has a 50-day moving average of $27.11 and a 200 day moving average of $24.68. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.11 and a quick ratio of 1.93.

Schneider National (NYSE:SNDR) last announced its quarterly earnings results on Thursday, January 29th. The company reported $0.13 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08). The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.45 billion. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.Schneider National’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same period last year, the firm earned $0.20 earnings per share. As a group, sell-side analysts anticipate that Schneider National, Inc. will post 1.12 earnings per share for the current year.

Schneider National Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Friday, March 13th will be issued a $0.10 dividend. This is a boost from Schneider National’s previous quarterly dividend of $0.10. The ex-dividend date of this dividend is Friday, March 13th. This represents a $0.40 dividend on an annualized basis and a yield of 1.5%. Schneider National’s payout ratio is 59.38%.

Schneider National announced that its board has approved a stock buyback program on Wednesday, January 28th that authorizes the company to repurchase $150.00 million in shares. This repurchase authorization authorizes the company to purchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its stock is undervalued.

Schneider National 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.