Rep. Gilbert Ray Cisneros, Jr. Sells Schneider National, Inc. (NYSE:SNDR) Stock

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Schneider National, Inc. (NYSE:SNDR). In a filing disclosed on February 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Schneider National stock on January 15th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Schneider National Price Performance

NYSE:SNDR traded up $0.34 during trading hours on Friday, reaching $29.36. 843,141 shares of the company traded hands, compared to its average volume of 1,038,016. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.23 and a quick ratio of 1.93. The firm’s 50-day moving average is $28.53 and its 200-day moving average is $25.10. The stock has a market cap of $5.15 billion, a P/E ratio of 49.77, a P/E/G ratio of 0.95 and a beta of 1.08. Schneider National, Inc. has a 1-year low of $20.11 and a 1-year high of $30.98.

Schneider National (NYSE:SNDR) last issued its quarterly earnings data on Thursday, January 29th. The company reported $0.13 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.21 by ($0.08). The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.45 billion. Schneider National had a net margin of 1.83% and a return on equity of 3.66%. The firm’s revenue was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.20 earnings per share. Equities research analysts expect that Schneider National, Inc. will post 1.12 earnings per share for the current fiscal year.

Schneider National Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Friday, March 13th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 1.4%. 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. Schneider National’s dividend payout ratio is currently 67.80%.

Schneider National announced that its board has initiated a share repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $150.00 million in outstanding shares. This repurchase authorization authorizes the company to reacquire up to 2.9% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on SNDR. Wells Fargo & Company lowered their price target on shares of Schneider National from $30.00 to $25.00 and set an “equal weight” rating for the company in a report on Friday, January 30th. Weiss Ratings restated a “hold (c)” rating on shares of Schneider National in a research report on Monday, December 29th. Susquehanna lifted their target price on shares of Schneider National from $19.00 to $30.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Raymond James Financial raised Schneider National from a “market perform” rating to an “outperform” rating and set a $28.00 price target on the stock in a research note on Wednesday, December 3rd. Finally, JPMorgan Chase & Co. decreased their price objective on Schneider National from $28.00 to $26.00 and set a “neutral” rating on the stock in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $28.43.

Insider Activity

In related news, CFO Darrell George Campbell sold 6,000 shares of Schneider National stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $28.89, for a total transaction of $173,340.00. Following the transaction, the chief financial officer owned 66,275 shares in the company, valued at approximately $1,914,684.75. The trade was a 8.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 32.68% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SNDR. Corient Private Wealth LLC increased its stake in Schneider National by 156.0% during the fourth quarter. Corient Private Wealth LLC now owns 137,381 shares of the company’s stock worth $3,645,000 after acquiring an additional 83,717 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in Schneider National by 10.7% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 121,133 shares of the company’s stock worth $3,214,000 after purchasing an additional 11,735 shares in the last quarter. VARCOV Co. purchased a new position in Schneider National in the fourth quarter valued at approximately $584,000. Voloridge Investment Management LLC acquired a new position in Schneider National during the fourth quarter valued at approximately $711,000. Finally, SummitTX Capital L.P. acquired a new position in Schneider National during the fourth quarter valued at approximately $3,997,000. Institutional investors and hedge funds own 28.54% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.