Schneider National (NYSE:SNDR) Given New $38.00 Price Target at Citigroup

Schneider National (NYSE:SNDR) had its price target reduced by Citigroup from $39.00 to $38.00 in a research note released on Friday,Benzinga reports. They currently have a neutral rating on the stock.

Several other research firms also recently weighed in on SNDR. JPMorgan Chase & Co. raised their price objective on Schneider National from $31.00 to $35.00 and gave the company a “neutral” rating in a report on Friday. National Bank Financial set a $38.00 target price on Schneider National in a research report on Friday. Weiss Ratings lowered Schneider National from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, July 23rd. Zacks Research upgraded Schneider National from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Finally, Benchmark reaffirmed a “buy” rating on shares of Schneider National in a research note on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Schneider National currently has a consensus rating of “Hold” and an average target price of $34.15.

Schneider National Price Performance

SNDR stock opened at $35.79 on Friday. The company has a 50 day simple moving average of $36.48 and a 200 day simple moving average of $31.31. The stock has a market cap of $6.27 billion, a price-to-earnings ratio of 55.92, a P/E/G ratio of 0.94 and a beta of 1.17. Schneider National has a 1 year low of $20.11 and a 1 year high of $39.27. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.83.

Schneider National (NYSE:SNDR) last issued its earnings results on Thursday, July 30th. The company reported $0.29 earnings per share for the quarter, beating analysts’ consensus estimates of $0.23 by $0.06. The firm had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.52 billion. Schneider National had a net margin of 1.92% and a return on equity of 3.90%. The company’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter last year, the business posted $0.21 earnings per share. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. Research analysts anticipate that Schneider National will post 0.91 EPS for the current fiscal year.

Schneider National Dividend Announcement

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

Insider Activity

In related news, EVP Shaleen Devgun sold 8,352 shares of Schneider National stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $38.59, for a total value of $322,303.68. Following the transaction, the executive vice president directly owned 38,619 shares of the company’s stock, valued at $1,490,307.21. The trade was a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Magnin Shelly A. Dumas sold 2,425 shares of Schneider National stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total value of $74,932.50. Following the completion of the transaction, the vice president directly owned 24,697 shares in the company, valued at approximately $763,137.30. This represents a 8.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 31,048 shares of company stock valued at $1,150,304. Company insiders own 23.64% of the company’s stock.

Institutional Trading of Schneider National

A number of institutional investors and hedge funds have recently added to or reduced their stakes in SNDR. Caitong International Asset Management Co. Ltd lifted its position in shares of Schneider National by 2,425.4% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock worth $36,000 after purchasing an additional 1,625 shares during the period. EverSource Wealth Advisors LLC increased its position 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 buying an additional 489 shares during the period. Global Retirement Partners LLC acquired a new stake in shares of Schneider National during the fourth quarter worth $47,000. Farther Finance Advisors LLC raised its stake in Schneider National by 155.7% during the fourth quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock worth $48,000 after buying an additional 1,110 shares during the last quarter. Finally, SJS Investment Consulting Inc. lifted its holdings in Schneider National by 695.0% in the first quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company’s stock valued at $54,000 after buying an additional 1,800 shares during the period. Institutional investors and hedge funds own 28.54% of the company’s stock.

Key Stories Impacting Schneider National

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

• Positive Sentiment: Schneider reported second-quarter adjusted earnings of $0.29 per share, above estimates of $0.22–$0.23 and up from $0.21 a year earlier. Management attributed the improvement to disciplined revenue management, cost reductions and productivity initiatives. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Quarterly revenue increased 10.4% year over year to $1.33 billion, while the company highlighted improving earnings momentum across its transportation and logistics operations. Schneider National Announces Second Quarter 2026 Results
• Neutral Sentiment: Schneider reaffirmed fiscal 2026 EPS guidance of $0.90–$1.10, a range that includes the roughly $0.92 analyst consensus. This provides no clear guidance-driven catalyst, but preserves the possibility of results above expectations.
• Neutral Sentiment: JPMorgan raised its price target from $31 to $35 while maintaining a Neutral rating. The revised target remains slightly below the referenced trading level, signaling limited near-term upside in the firm’s view. Benzinga Analyst Price Target Update
• Negative Sentiment: Revenue of $1.33 billion fell well short of the $1.52 billion consensus estimate, indicating that the earnings beat was driven more by cost control and operational efficiency than by stronger-than-expected sales. Schneider National Quarterly Earnings Report
• Negative Sentiment: Susquehanna lowered its price target from $39 to $36 and kept a Neutral rating, suggesting only modest upside and reinforcing concerns about valuation and revenue performance. Ticker Report Analyst Price Target Update

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.