Schneider National (NYSE:SNDR) Issues FY 2026 Earnings Guidance

Schneider National (NYSE:SNDR) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.900-1.100 for the period, compared to the consensus EPS estimate of 0.920. The company issued revenue guidance of -.

Schneider National Stock Up 4.8%

Shares of NYSE SNDR opened at $35.79 on Friday. The stock has a market capitalization of $6.27 billion, a P/E ratio of 55.92, a P/E/G ratio of 0.94 and a beta of 1.17. The company has a 50-day moving average price of $36.48 and a 200-day moving average price of $31.31. Schneider National has a 1 year low of $20.11 and a 1 year high of $39.27. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.83.

Schneider National (NYSE:SNDR) last posted its earnings results on Thursday, July 30th. The company reported $0.29 EPS for the quarter, topping the consensus estimate of $0.23 by $0.06. Schneider National had a net margin of 1.92% and a return on equity of 3.90%. The company had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.52 billion. During the same period in the previous year, the firm posted $0.21 earnings per share. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. On average, equities research analysts forecast that Schneider National will post 0.91 EPS for the current fiscal year.

Schneider National Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 11th will be issued a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, September 11th. Schneider National’s payout ratio is currently 71.43%.

Analyst Ratings Changes

SNDR has been the topic of a number of recent research reports. Morgan Stanley raised their target price on Schneider National from $38.00 to $45.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Susquehanna decreased their price target on Schneider National from $39.00 to $36.00 and set a “neutral” rating for the company in a report on Friday. National Bank Financial set a $38.00 price target on Schneider National in a research report on Friday. Raymond James Financial restated a “market perform” rating on shares of Schneider National in a research note on Monday, April 20th. Finally, Citigroup cut their price objective on shares of Schneider National from $39.00 to $38.00 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, six have given a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $34.15.

Insider Activity

In related news, VP Magnin Shelly A. Dumas sold 2,425 shares of Schneider National stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total transaction of $74,932.50. Following the sale, the vice president directly owned 24,697 shares in the company, valued at approximately $763,137.30. This trade represents a 8.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Shaleen Devgun sold 8,352 shares of the business’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $38.59, for a total value of $322,303.68. Following the completion of the transaction, the executive vice president directly owned 38,619 shares in the company, valued at approximately $1,490,307.21. This represents a 17.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 31,048 shares of company stock valued at $1,150,304 over the last three months. Corporate insiders own 23.64% of the company’s stock.

Key Headlines Impacting Schneider National

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

• Positive Sentiment: Schneider reported second-quarter adjusted earnings of $0.29 per share, above estimates of $0.22–$0.23 and up from $0.21 a year earlier. Management attributed the improvement to disciplined revenue management, cost reductions and productivity initiatives. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Quarterly revenue increased 10.4% year over year to $1.33 billion, while the company highlighted improving earnings momentum across its transportation and logistics operations. Schneider National Announces Second Quarter 2026 Results
• Neutral Sentiment: Schneider reaffirmed fiscal 2026 EPS guidance of $0.90–$1.10, a range that includes the roughly $0.92 analyst consensus. This provides no clear guidance-driven catalyst, but preserves the possibility of results above expectations.
• Neutral Sentiment: JPMorgan raised its price target from $31 to $35 while maintaining a Neutral rating. The revised target remains slightly below the referenced trading level, signaling limited near-term upside in the firm’s view. Benzinga Analyst Price Target Update
• Negative Sentiment: Revenue of $1.33 billion fell well short of the $1.52 billion consensus estimate, indicating that the earnings beat was driven more by cost control and operational efficiency than by stronger-than-expected sales. Schneider National Quarterly Earnings Report
• Negative Sentiment: Susquehanna lowered its price target from $39 to $36 and kept a Neutral rating, suggesting only modest upside and reinforcing concerns about valuation and revenue performance. Ticker Report Analyst Price Target Update

Institutional Investors Weigh In On Schneider National

A number of hedge funds have recently made changes to their positions in the business. Dimensional Fund Advisors LP lifted its position in shares of Schneider National by 1.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 4,857,023 shares of the company’s stock worth $128,859,000 after acquiring an additional 83,356 shares in the last quarter. First Trust Advisors LP lifted its holdings in Schneider National by 4.2% during the 4th quarter. First Trust Advisors LP now owns 2,147,314 shares of the company’s stock worth $56,968,000 after purchasing an additional 87,084 shares in the last quarter. AQR Capital Management LLC boosted its stake in Schneider National by 64.9% in the 4th quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company’s stock worth $55,115,000 after purchasing an additional 817,259 shares during the period. Bank of New York Mellon Corp grew its holdings in Schneider National by 145.4% during the 4th quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company’s stock valued at $48,181,000 after buying an additional 1,076,184 shares in the last quarter. Finally, State Street Corp increased its position in shares of Schneider National by 2.2% during the fourth quarter. State Street Corp now owns 1,801,300 shares of the company’s stock valued at $47,960,000 after buying an additional 38,373 shares during the period. 28.54% of the stock is currently owned by institutional investors.

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.