Schneider National (NYSE:SNDR) Issues FY 2026 Earnings Guidance

Schneider National (NYSE:SNDR) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.900-1.100 for the period, compared to the consensus earnings per share estimate of 0.920. The company issued revenue guidance of -.

Schneider National Stock Performance

Schneider National stock traded up $1.89 during midday trading on Friday, hitting $36.03. 576,426 shares of the company’s stock were exchanged, compared to its average volume of 1,033,293. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.83 and a current ratio of 1.95. The stock has a market cap of $6.31 billion, a price-to-earnings ratio of 64.41, a price-to-earnings-growth ratio of 0.97 and a beta of 1.17. Schneider National has a 12-month low of $20.11 and a 12-month high of $39.27. The firm’s 50 day simple moving average is $36.43 and its 200 day simple moving average is $31.28.

Schneider National (NYSE:SNDR) last announced its earnings results on Thursday, July 30th. The company reported $0.29 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.06. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The business had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period in the prior year, the company earned $0.21 earnings per share. The business’s revenue was up 10.4% compared to the same quarter last year. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. Equities research analysts predict that Schneider National will post 0.91 EPS for the current year.

Schneider National Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 11th will be issued a $0.10 dividend. The ex-dividend date of this dividend is Friday, September 11th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.1%. Schneider National’s payout ratio is presently 71.43%.

Analyst Upgrades and Downgrades

SNDR has been the subject of several recent research reports. National Bank Financial set a $38.00 price target on Schneider National in a report on Friday. Susquehanna dropped their price objective on shares of Schneider National from $39.00 to $36.00 and set a “neutral” rating on the stock in a research note on Friday. Citigroup upped their price objective on shares of Schneider National from $33.00 to $39.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. UBS Group raised their target price on shares of Schneider National from $25.00 to $27.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 13th. Finally, Morgan Stanley lifted their target price on shares of Schneider National from $38.00 to $45.00 and gave the company an “overweight” rating in a report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $34.23.

Insider Transactions at Schneider National

In related news, EVP Thomas G. Jackson sold 20,271 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $37.15, for a total transaction of $753,067.65. Following the sale, the executive vice president owned 77,174 shares of the company’s stock, valued at approximately $2,867,014.10. The trade was a 20.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Shaleen Devgun sold 8,352 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $38.59, for a total transaction of $322,303.68. Following the transaction, the executive vice president owned 38,619 shares in the company, valued at $1,490,307.21. The trade was a 17.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 31,048 shares of company stock valued at $1,150,304 in the last ninety days. 23.64% of the stock is currently owned by company insiders.

More Schneider National News

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

• Positive Sentiment: Q2 earnings beat expectations: Schneider reported adjusted earnings of $0.29 per share, above the $0.22–$0.23 analyst consensus and up from $0.21 a year earlier. Management attributed the improvement to disciplined pricing, cost reductions and productivity initiatives. Revenue increased 10.4% year over year to $1.33 billion. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year guidance remains intact: Schneider reiterated fiscal 2026 EPS guidance of $0.90 to $1.10. Although the range is broad, its midpoint of $1.00 is above the approximately $0.92 consensus estimate, suggesting potential earnings upside if operating improvements continue. Schneider National Announces Second Quarter 2026 Results
• Positive Sentiment: Dividend maintained: The company declared a quarterly dividend of $0.10 per share, supporting shareholder returns and indicating continued balance-sheet flexibility. Schneider National Dividend Announcement
• Neutral Sentiment: Fifth Third Bancorp substantially increased its small Schneider position. The purchase may signal institutional interest, but the holding remains too limited to materially affect the investment case. Fifth Third Bancorp Purchases Schneider National Shares
• Negative Sentiment: Revenue missed the reported consensus: Quarterly revenue of $1.33 billion was below the $1.52 billion estimate, despite the EPS beat. Low profitability—about a 1.7% net margin—also leaves results sensitive to freight demand and costs. Schneider National Q2 Earnings Report
• Negative Sentiment: Analyst target reduced: Susquehanna cut its price target from $39 to $36 and assigned a neutral rating, implying limited near-term upside after the recent rally. Susquehanna Lowers Schneider National Price Target

Hedge Funds Weigh In On Schneider National

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Dimensional Fund Advisors LP increased its position in shares of Schneider National by 1.7% in the fourth quarter. Dimensional Fund Advisors LP now owns 4,857,023 shares of the company’s stock valued at $128,859,000 after buying an additional 83,356 shares in the last quarter. First Trust Advisors LP boosted its position in shares of Schneider National by 4.2% in the 4th quarter. First Trust Advisors LP now owns 2,147,314 shares of the company’s stock worth $56,968,000 after buying an additional 87,084 shares in the last quarter. AQR Capital Management LLC grew its stake in Schneider National by 64.9% in the 4th quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company’s stock valued at $55,115,000 after acquiring an additional 817,259 shares during the last quarter. Bank of New York Mellon Corp grew its stake in Schneider National by 145.4% in the 4th quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company’s stock valued at $48,181,000 after acquiring an additional 1,076,184 shares during the last quarter. Finally, State Street Corp increased its holdings in Schneider National by 2.2% during the 4th quarter. State Street Corp now owns 1,801,300 shares of the company’s stock valued at $47,960,000 after acquiring an additional 38,373 shares in the last quarter. 28.54% of the stock is owned by institutional investors and hedge funds.

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.