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

Schneider National (NYSE:SNDR) posted its quarterly earnings data on Thursday. The company reported $0.13 EPS for the quarter, missing the consensus estimate of $0.21 by ($0.08), FiscalAI reports. Schneider National had a return on equity of 4.04% and a net margin of 2.03%.The firm had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.45 billion.

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 Price Performance

NYSE SNDR traded down $0.47 on Thursday, reaching $29.75. 1,113,716 shares of the stock traded hands, compared to its average volume of 826,888. The company has a quick ratio of 1.93, a current ratio of 2.11 and a debt-to-equity ratio of 0.17. The firm’s fifty day simple moving average is $26.82 and its 200 day simple moving average is $24.64. Schneider National has a 12 month low of $20.11 and a 12 month high of $30.98. The company has a market cap of $5.21 billion, a price-to-earnings ratio of 46.48, a P/E/G ratio of 0.75 and a beta of 1.08.

Schneider National Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Friday, March 13th will be issued a $0.10 dividend. The ex-dividend date of this dividend is Friday, March 13th. This is an increase from Schneider National’s previous quarterly dividend of $0.10. This represents a $0.40 annualized dividend and a yield of 1.3%. Schneider National’s dividend payout ratio is currently 59.38%.

Institutional Trading of Schneider National

A number of hedge funds have recently made changes to their positions in the stock. Teza Capital Management LLC increased its position in shares of Schneider National by 6.2% during the second quarter. Teza Capital Management LLC now owns 13,719 shares of the company’s stock valued at $331,000 after buying an additional 802 shares during the period. Raymond James Financial Inc. increased its holdings in Schneider National by 0.5% in the 2nd quarter. Raymond James Financial Inc. now owns 183,179 shares of the company’s stock worth $4,424,000 after buying an additional 835 shares in the last quarter. Quarry LP grew its position in Schneider National by 36.7% in the 3rd quarter. Quarry LP now owns 3,404 shares of the company’s stock worth $72,000 after purchasing an additional 913 shares during the period. Swiss National Bank lifted its stake in shares of Schneider National by 1.2% in the 3rd quarter. Swiss National Bank now owns 107,200 shares of the company’s stock worth $2,268,000 after purchasing an additional 1,300 shares during the period. Finally, Empowered Funds LLC lifted its position in Schneider National by 12.0% during the first quarter. Empowered Funds LLC now owns 13,944 shares of the company’s stock valued at $319,000 after purchasing an additional 1,494 shares in the last quarter. 28.54% of the stock is owned by hedge funds and other institutional investors.

Schneider National declared that its board has initiated a stock repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $150.00 million in shares. This repurchase authorization authorizes the company to repurchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analyst Weigh In

Several research firms recently issued reports on SNDR. Raymond James Financial upgraded Schneider National from a “market perform” rating to an “outperform” rating and set a $28.00 price objective on the stock in a report on Wednesday, December 3rd. Wells Fargo & Company increased their price target on shares of Schneider National from $23.00 to $30.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Bank of America upgraded shares of Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 price target on the stock in a research note on Friday, January 9th. National Bankshares set a $21.00 price target on Schneider National in a research note on Friday, October 31st. Finally, Susquehanna raised their price target on Schneider National from $19.00 to $30.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned 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, the company presently has a consensus rating of “Hold” and a consensus price target of $28.80.

Key Headlines Impacting Schneider National

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

• Positive Sentiment: Board approved a $150 million share repurchase program (≈2.9% of shares), signaling management believes the stock is undervalued; buybacks can support the share price over time. Stock Buybacks
• Positive Sentiment: Schneider raised its quarterly dividend to $0.10 per share (a ~5.3% increase), which modestly boosts yield and shareholder return profile.
• Positive Sentiment: Planned leadership transition (Mark Rourke → Executive Chairman; Jim Filter named President & CEO) is presented as orderly and intended to ensure continuity and long‑term strategy execution. Leadership Transition
• Neutral Sentiment: Analyst previews and outlook pieces highlighted watch points ahead of the print (volumes, pricing, peak-season cadence) but contained mixed expectations. Wall Street Insights
• Negative Sentiment: Earnings miss: Q4 EPS $0.13 vs. consensus $0.21 and revenue $1.25B vs. $1.45B expected — a material shortfall that pressures near‑term sentiment. Q4 Results
• Negative Sentiment: Company cited softer market conditions starting in November and a truncated peak season that reduced volumes — management said results fell short of guidance and offered softer near‑term tone. Q4 Snapshot
• Negative Sentiment: Market reacted to the miss and softer guidance with downside pressure; coverage pieces flagged the slump and cautious investor response. Earnings Reaction

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.