Schneider National (NYSE:SNDR) Stock Gets Downgrade from Wall Street Zen

Schneider National (NYSE:SNDR) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday, Wall Street Zen reports.

Other analysts have also recently issued reports about the stock. Wells Fargo & Company lowered their target price on shares of Schneider National from $35.00 to $31.00 and set an “equal weight” rating for the company in a research note on Friday. Weiss Ratings upgraded shares of Schneider National from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 6th. Morgan Stanley boosted their price target 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. Zacks Research cut shares of Schneider National from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 7th. Finally, Citigroup restated a “cautious” rating on shares of Schneider National in a report on Wednesday, October 7th. Five research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $33.08.

Schneider National Stock Performance

NYSE SNDR opened at $29.28 on Friday. The company has a market cap of $5.13 billion, a P/E ratio of 36.15, a P/E/G ratio of 0.65 and a beta of 1.21. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.94 and a current ratio of 2.03. Schneider National has a fifty-two week low of $20.11 and a fifty-two week high of $39.27. The business’s 50 day moving average price is $32.46 and its 200-day moving average price is $31.90.

Schneider National (NYSE:SNDR) last announced its quarterly earnings results on Thursday, October 29th. The company reported $0.29 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.01). The firm had revenue of $1.59 billion for the quarter, compared to analysts’ expectations of $1.58 billion. Schneider National had a return on equity of 4.82% and a net margin of 2.38%. The business’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period last year, the company posted $0.12 earnings per share. Sell-side analysts predict that Schneider National will post 1.05 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Mark Rourke sold 52,682 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $35.94, for a total value of $1,893,391.08. Following the sale, the insider directly owned 221,522 shares of the company’s stock, valued at $7,961,500.68. This trade represents a 19.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 23.64% of the stock is owned by company insiders.

Institutional Trading of Schneider National

A number of 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 3.3% during the first quarter. Dimensional Fund Advisors LP now owns 5,015,141 shares of the company’s stock valued at $132,195,000 after buying an additional 158,118 shares during the period. First Trust Advisors LP raised its stake in Schneider National by 6.1% in the first quarter. First Trust Advisors LP now owns 2,277,720 shares of the company’s stock worth $60,041,000 after buying an additional 130,406 shares in the last quarter. Quantinno Capital Management LP raised its holdings in shares of Schneider National by 44.1% in the first quarter. Quantinno Capital Management LP now owns 1,993,186 shares of the company’s stock worth $52,540,000 after buying an additional 610,020 shares during the last quarter. Goodman Financial Corp grew its position in Schneider National by 2.9% during the first quarter. Goodman Financial Corp now owns 547,848 shares of the company’s stock valued at $14,441,000 after buying an additional 15,503 shares during the period. Finally, Sei Investments Co. lifted its stake in shares of Schneider National by 14.2% in the first quarter. Sei Investments Co. now owns 510,888 shares of the company’s stock worth $13,467,000 after buying an additional 63,483 shares in the last quarter. Institutional investors own 28.54% of the company’s stock.

Schneider National News Roundup

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

• Positive Sentiment: Third-quarter revenue increased 9.2% year over year to $1.59 billion, exceeding the $1.58 billion consensus estimate. EPS of $0.29 more than doubled from $0.12 a year ago, although it was slightly below some analyst estimates. Schneider National Third-Quarter Results
• Positive Sentiment: Intermodal strength helped offset weakness elsewhere in the business, supporting management’s view that disciplined pricing and improving freight conditions can drive better margins. Schneider National Q3 Mixed Results
• Positive Sentiment: Schneider is partnering with Norfolk Southern to expand domestic intermodal capacity across the eastern United States. Norfolk Southern is expected to become Schneider’s primary Eastern intermodal rail provider beginning January 1, 2027, creating potential for greater network efficiency and scalable growth. Norfolk Southern and Schneider Partnership
• Neutral Sentiment: Management forecast 2026 adjusted EPS of $1.00 to $1.10, broadly around the $1.06 FactSet consensus. The outlook suggests improvement but does not provide a significant upside surprise. Schneider 2026 EPS Outlook
• Neutral Sentiment: The company maintained its quarterly dividend at $0.10 per share, or $0.40 annually, providing income support but offering a relatively modest 1.4% yield. Schneider National Dividend
• Negative Sentiment: Wells Fargo lowered its SNDR price target from $35 to $31 and maintained an “equal weight” rating, signaling limited expected upside from current levels. Wells Fargo Schneider National Rating
• Negative Sentiment: EPS narrowly missed the broader analyst consensus, while net margin remained low at 1.92% and return on equity was just 3.89%. With shares valued at roughly 46 times earnings, investors may be demanding stronger profitability and guidance.

Schneider National Company Profile

Schneider National, Inc (NYSE: SNDR) is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider’s services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.