Schneider National (NYSE:SNDR) Given New $35.00 Price Target at JPMorgan Chase & Co.

Schneider National (NYSE:SNDR) had its price target lifted by JPMorgan Chase & Co. from $31.00 to $35.00 in a research report report published on Friday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

A number of other analysts have also recently commented on SNDR. Raymond James Financial reiterated a “market perform” rating on shares of Schneider National in a research note on Monday, April 20th. UBS Group upped their price target on shares of Schneider National from $25.00 to $27.00 and gave the company a “neutral” rating in a research note on Wednesday, May 13th. Stephens raised shares of Schneider National to a “hold” rating in a report on Wednesday, July 8th. TD Cowen raised their price target on shares of Schneider National from $30.00 to $32.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Susquehanna lowered their price objective on shares of Schneider National from $39.00 to $36.00 and set a “neutral” rating for the company in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat.com, Schneider National presently has an average rating of “Hold” and an average price target of $34.15.

Schneider National Trading Up 4.8%

Schneider National stock opened at $35.79 on Friday. 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 $6.27 billion, a PE ratio of 55.92, a price-to-earnings-growth ratio of 0.94 and a beta of 1.17. The stock has a 50-day moving average of $36.48 and a two-hundred day moving average of $31.31. Schneider National has a one year low of $20.11 and a one year high of $39.27.

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

Schneider National Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 11th will be issued a dividend of $0.10 per share. 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 71.43%.

Insider Activity at Schneider National

In related news, VP Magnin Shelly A. Dumas sold 2,425 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $30.90, for a total value of $74,932.50. Following the transaction, the vice president owned 24,697 shares in the company, valued at approximately $763,137.30. This represents a 8.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Thomas G. Jackson sold 20,271 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $37.15, for a total transaction of $753,067.65. Following the completion of the transaction, the executive vice president owned 77,174 shares in the company, valued at approximately $2,867,014.10. This trade represents a 20.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 31,048 shares of company stock worth $1,150,304 over the last quarter. Insiders own 23.64% of the company’s stock.

Institutional Trading of Schneider National

Hedge funds and other institutional investors have recently made changes to their positions in the business. Natixis Advisors LLC boosted its holdings in Schneider National by 568.4% in the fourth quarter. Natixis Advisors LLC now owns 240,450 shares of the company’s stock valued at $6,379,000 after purchasing an additional 204,475 shares during the last quarter. Deprince Race & Zollo Inc. grew its position in Schneider National by 15.8% during the 4th quarter. Deprince Race & Zollo Inc. now owns 1,825,534 shares of the company’s stock worth $48,431,000 after purchasing an additional 249,258 shares during the period. Aaron Wealth Advisors LLC purchased a new position in shares of Schneider National during the 4th quarter valued at about $662,000. Fifth Third Bancorp raised its stake in shares of Schneider National by 4,809.1% during the 1st quarter. Fifth Third Bancorp now owns 18,360 shares of the company’s stock valued at $484,000 after buying an additional 17,986 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in shares of Schneider National by 6.1% in the 1st quarter. First Trust Advisors LP now owns 2,277,720 shares of the company’s stock valued at $60,041,000 after buying an additional 130,406 shares during the period. Institutional investors and hedge funds own 28.54% of the company’s stock.

More Schneider National News

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.