Schneider National (NYSE:SNDR) Given New $36.00 Price Target at Susquehanna

Schneider National (NYSE:SNDR) had its price objective cut by research analysts at Susquehanna from $39.00 to $36.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Susquehanna’s target price would suggest a potential upside of 5.28% from the company’s previous close.

SNDR has been the subject of several other research reports. Zacks Research upgraded shares of Schneider National from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Raymond James Financial restated a “market perform” rating on shares of Schneider National in a research report on Monday, April 20th. JPMorgan Chase & Co. raised their target price on shares of Schneider National from $26.00 to $31.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Morgan Stanley boosted their price target on Schneider National from $38.00 to $45.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Finally, Robert W. Baird boosted their price target on Schneider National from $35.00 to $39.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. One investment 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 stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $34.08.

Schneider National Stock Performance

Shares of NYSE SNDR opened at $34.19 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.83. The firm has a market cap of $5.99 billion, a price-to-earnings ratio of 61.06, a P/E/G ratio of 0.97 and a beta of 1.17. The stock’s fifty day moving average price is $36.43 and its two-hundred day moving average price is $31.28. Schneider National has a one year low of $20.11 and a one year high of $39.27.

Schneider National (NYSE:SNDR) last posted its 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. The company had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.52 billion. Schneider National had a return on equity of 3.45% and a net margin of 1.73%.The company’s revenue was up 10.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.21 earnings per share. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. On average, equities analysts forecast that Schneider National will post 0.91 EPS for the current year.

Insiders Place Their Bets

In other news, EVP Thomas G. Jackson sold 20,271 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $37.15, for a total value of $753,067.65. Following the completion of the transaction, the executive vice president directly owned 77,174 shares in the company, valued at approximately $2,867,014.10. The trade was a 20.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Shaleen Devgun sold 8,352 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $38.59, for a total transaction of $322,303.68. Following the sale, the executive vice president directly owned 38,619 shares of the company’s stock, valued at approximately $1,490,307.21. This trade represents a 17.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 31,048 shares of company stock worth $1,150,304 over the last ninety days. Corporate insiders own 23.64% of the company’s stock.

Institutional Trading of Schneider National

Several large investors have recently made changes to their positions in SNDR. Balyasny Asset Management L.P. acquired a new position in Schneider National during the second quarter valued at approximately $26,393,000. Bank of New York Mellon Corp lifted its stake in Schneider National by 145.4% during the fourth quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company’s stock worth $48,181,000 after purchasing an additional 1,076,184 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of 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 purchasing an additional 817,259 shares in the last quarter. Gotham Asset Management LLC boosted its holdings in shares of Schneider National by 396.1% in the 3rd quarter. Gotham Asset Management LLC now owns 855,802 shares of the company’s stock valued at $18,109,000 after purchasing an additional 683,298 shares in the last quarter. Finally, Quantinno Capital Management LP increased its stake in shares of 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 purchasing an additional 610,020 shares during the last quarter. Institutional investors and hedge funds own 28.54% of the company’s stock.

Schneider National News Summary

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

• Positive Sentiment: Second-quarter adjusted earnings were $0.29 per share, above estimates of approximately $0.22–$0.23 and up from $0.21 a year earlier. Management attributed the improvement to disciplined revenue management, cost reductions and productivity gains. Schneider National Beats Q2 Earnings Estimates
• Positive Sentiment: Management maintained fiscal 2026 EPS guidance of $0.90 to $1.10. The midpoint of $1.00 is above the roughly $0.92 analyst consensus, suggesting confidence that cost controls and operational improvements can continue supporting earnings. Schneider National Second Quarter Results
• Positive Sentiment: Revenue increased 10.4% year over year to approximately $1.33 billion, indicating improving demand and continued business growth, even though the result was below the $1.52 billion consensus cited in some reports. Schneider National Q2 Earnings Snapshot
• Neutral Sentiment: Fifth Third Bancorp substantially increased its SNDR holding, purchasing 17,986 additional shares. The transaction reflects institutional interest but is not a major operating catalyst. Fifth Third Bancorp Purchases Schneider National Shares
• Neutral Sentiment: Schneider declared a quarterly dividend of $0.10 per share, payable October 9 to shareholders of record September 11, representing an annualized yield of about 1.1%. Schneider National Dividend Information
• Negative Sentiment: The revenue shortfall and low 1.73% net margin remain concerns, particularly with SNDR trading at a relatively high earnings multiple. Investors may want evidence that earnings gains are translating into stronger top-line growth and sustainable margins. Schneider National Key Q2 Metrics

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.