Schneider National (NYSE:SNDR) Shares Gap Up Following Earnings Beat

Schneider National, Inc. (NYSE:SNDR)’s stock price gapped up before the market opened on Friday following a better than expected earnings announcement. The stock had previously closed at $31.09, but opened at $33.34. Schneider National shares last traded at $33.0180, with a volume of 85,307 shares changing hands.

The company reported $0.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01. Schneider National had a net margin of 1.83% and a return on equity of 3.66%. The firm had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.42 billion. During the same quarter last year, the company posted $0.16 earnings per share. Schneider National’s revenue was down .2% on a year-over-year basis. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS.

Schneider National Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 10th. Shareholders of record on Friday, June 12th will be issued a $0.10 dividend. The ex-dividend date of this dividend is Friday, June 12th. This represents a $0.40 dividend on an annualized basis and a yield of 1.2%. Schneider National’s dividend payout ratio (DPR) is currently 67.80%.

Schneider National declared that its Board of Directors has initiated a share buyback program on Wednesday, January 28th that allows the company to repurchase $150.00 million in outstanding shares. This repurchase authorization allows the company to buy up to 2.9% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Schneider National News Summary

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

• Positive Sentiment: TD Cowen raised its price target to $32.00 and kept a “buy” rating, which supports near-term upside and likely helped buying interest. (Firm note)
• Positive Sentiment: Schneider declared a quarterly cash dividend of $0.10/share (annualized ~1.3% yield), with record/ex-dividend timing that can attract income-focused holders. Schneider National Declares Quarterly Cash Dividend for Shareholders
• Positive Sentiment: Q1 EPS of $0.12 beat the consensus $0.11, showing margin execution after cost and productivity actions. Schneider National (SNDR) Q1 Earnings Beat Estimates
• Neutral Sentiment: Earnings call and full transcript are available for investors digging into guidance detail and management commentary. Schneider (SNDR) Q1 2026 Earnings Transcript
• Neutral Sentiment: Company press release and slides provide the official Q1 results and context on market normalization and cost actions. Schneider National, Inc. Announces First-Quarter 2026 Results
• Negative Sentiment: Revenue missed expectations—$1.24B vs. ~$1.42B consensus—and was slightly down year-over-year; management set FY2026 EPS guidance of $0.70–$1.00 (below the ~0.85 consensus), which is a key near-term headwind for valuation. View Press Release

Analyst Upgrades and Downgrades

SNDR has been the topic of a number of recent research reports. Morgan Stanley raised their target price on shares of Schneider National from $36.00 to $38.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. Susquehanna raised their target price on shares of Schneider National from $28.00 to $34.00 and gave the stock a “neutral” rating in a report on Wednesday, April 22nd. Benchmark reissued a “buy” rating on shares of Schneider National in a report on Thursday, January 15th. Evercore raised their target price on shares of Schneider National from $21.00 to $30.00 and gave the stock an “in-line” rating in a report on Tuesday, January 13th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $29.93.

Insider Buying and Selling at Schneider National

In related news, CFO Darrell George Campbell sold 6,000 shares of Schneider National stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $28.89, for a total transaction of $173,340.00. Following the sale, the chief financial officer directly owned 66,275 shares in the company, valued at $1,914,684.75. The trade was a 8.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 23.64% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Schneider National

A number of hedge funds and other institutional investors have recently modified their holdings of SNDR. Caitong International Asset Management Co. Ltd raised its stake in shares of Schneider National by 2,425.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after purchasing an additional 1,625 shares in the last quarter. Global Retirement Partners LLC bought a new stake in shares of Schneider National during the fourth quarter valued at about $47,000. Farther Finance Advisors LLC raised its stake in shares of Schneider National by 155.7% during the fourth quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock valued at $48,000 after purchasing an additional 1,110 shares in the last quarter. SJS Investment Consulting Inc. raised its stake in shares of Schneider National by 695.0% during the first quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company’s stock valued at $54,000 after purchasing an additional 1,800 shares in the last quarter. Finally, Quarry LP raised its stake in shares of Schneider National by 36.7% during the third quarter. Quarry LP now owns 3,404 shares of the company’s stock valued at $72,000 after purchasing an additional 913 shares in the last quarter. 28.54% of the stock is currently owned by institutional investors.

Schneider National Stock Performance

The stock has a market cap of $5.79 billion, a P/E ratio of 56.01, a PEG ratio of 0.88 and a beta of 1.05. The company has a fifty day moving average of $27.24 and a 200 day moving average of $26.34. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.13 and a quick ratio of 1.95.

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.