Schneider National (NYSE:SNDR) Releases Quarterly Earnings Results, Misses Expectations By $0.08 EPS

Schneider National (NYSE:SNDR) issued its earnings results on Thursday. The company reported $0.13 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08), FiscalAI reports. The company had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.45 billion. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The company’s quarterly revenue was up 4.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.20 earnings per share.

Here are the key takeaways from Schneider National’s conference call:

• Fourth-quarter results missed expectations — adjusted diluted EPS was $0.13 (vs. $0.20 a year ago) on revenues ex-fuel of $1.3B, hurt by a truncated peak season, Midwest weather, unplanned auto production shutdowns, and elevated purchased-transportation and healthcare costs.
• Management says it delivered $40 million of 2025 cost savings (including Cowan synergies) and expects another $40 million in 2026, while structurally lowering cost-to-serve and shifting the truckload mix toward ~70% dedicated to improve operating leverage.
• 2026 outlook: adjusted EPS guide of $0.70–$1.00, expecting supply-driven market normalization over quarters and a stronger second half, but noting demand uncertainty and ongoing inflationary cost pressure.
• Balance-sheet and capital allocation strength — net debt leverage improved to 0.3x, $202M cash on hand, opportunistic repurchases in Q4 and a new $150 million buyback authorization, plus continued dividends and capacity for accretive M&A.
• Leadership transition announced — Mark Rourke will become Executive Chairman and Jim Filter will be named CEO on July 1, an internal succession framed as preserving strategic continuity and operational experience.

Schneider National Stock Performance

Schneider National stock opened at $26.81 on Friday. The company has a current ratio of 2.11, a quick ratio of 1.93 and a debt-to-equity ratio of 0.17. Schneider National has a 1 year low of $20.11 and a 1 year high of $30.98. The company has a market cap of $4.70 billion, a PE ratio of 45.44, a PEG ratio of 0.75 and a beta of 1.08. The company’s 50-day moving average is $27.11 and its two-hundred day moving average is $24.68.

Schneider National Increases Dividend

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

Schneider National announced that its Board of Directors has authorized a stock buyback program on Wednesday, January 28th that permits the company to buyback $150.00 million in shares. This buyback authorization permits the company to repurchase up to 2.9% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s management believes its stock is undervalued.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on SNDR shares. Bank of America raised shares of Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 target price on the stock in a report on Friday, January 9th. UBS Group reaffirmed a “neutral” rating on shares of Schneider National in a report on Friday. Citigroup reduced their target price on Schneider National from $31.00 to $27.00 and set a “neutral” rating on the stock in a report on Friday. National Bankshares set a $31.00 price target on Schneider National in a report on Friday. Finally, JPMorgan Chase & Co. decreased their target price on Schneider National from $28.00 to $26.00 and set a “neutral” rating on the stock in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Schneider National has an average rating of “Hold” and a consensus target price of $29.20.

Schneider National News Roundup

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

Hedge Funds Weigh In On Schneider National

Several large investors have recently bought and sold shares of SNDR. Balyasny Asset Management L.P. acquired a new stake in Schneider National during the 2nd quarter worth $26,393,000. Gotham Asset Management LLC boosted its position 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 worth $18,109,000 after purchasing an additional 683,298 shares during the last quarter. Quantinno Capital Management LP grew its stake in shares of Schneider National by 644.7% during the second quarter. Quantinno Capital Management LP now owns 620,714 shares of the company’s stock worth $14,990,000 after purchasing an additional 537,364 shares during the period. Millennium Management LLC bought a new stake in Schneider National in the first quarter valued at about $7,477,000. Finally, Qube Research & Technologies Ltd increased its holdings in Schneider National by 1,248.4% in the third quarter. Qube Research & Technologies Ltd now owns 293,568 shares of the company’s stock valued at $6,212,000 after purchasing an additional 271,796 shares during the last quarter. 28.54% of the stock is currently owned by institutional investors and hedge funds.

Schneider National Company 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.