Y Intercept Hong Kong Ltd Makes New Investment in Schneider National, Inc. $SNDR

Y Intercept Hong Kong Ltd acquired a new stake in shares of Schneider National, Inc. (NYSE:SNDR) during the 3rd quarter, HoldingsChannel.com reports. The fund acquired 55,075 shares of the company’s stock, valued at approximately $1,165,000.

Other institutional investors have also recently made changes to their positions in the company. Elevation Point Wealth Partners LLC bought a new position in shares of Schneider National in the 2nd quarter worth about $37,000. KBC Group NV grew its holdings in Schneider National by 86.3% in the second quarter. KBC Group NV now owns 2,290 shares of the company’s stock worth $55,000 after purchasing an additional 1,061 shares during the period. Hantz Financial Services Inc. increased its stake in shares of Schneider National by 2,943.5% during the second quarter. Hantz Financial Services Inc. now owns 3,500 shares of the company’s stock valued at $85,000 after purchasing an additional 3,385 shares in the last quarter. Hilltop National Bank purchased a new position in shares of Schneider National during the second quarter valued at approximately $102,000. Finally, CWM LLC lifted its holdings in shares of Schneider National by 27.1% during the second quarter. CWM LLC now owns 4,466 shares of the company’s stock valued at $108,000 after purchasing an additional 953 shares during the last quarter. Institutional investors own 28.54% of the company’s stock.

Key Stories Impacting Schneider National

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

• Positive Sentiment: Board authorizes $150 million share repurchase (up to ~2.9% of shares). Buybacks typically support the stock and signal management confidence in valuation. Repurchase Authorization
• Positive Sentiment: Quarterly dividend increased (next payment $0.10; modest raise and ~1.3% yield). Provides income support and is a shareholder-friendly signal. (Company announcement)
• Positive Sentiment: TD Cowen maintained a Buy rating while lowering its price target to $30, implying upside from current levels. TD Cowen Note
• Neutral Sentiment: Company released its Q4 slide deck and held the earnings call — useful for modeling and management commentary but contains details that already reflected the wider guidance/earnings miss. Slide Deck / Press Release
• Negative Sentiment: Q4 earnings missed estimates — reported $0.13 EPS vs. $0.21 consensus and revenue $1.25B vs. $1.45B expected; management cited softer demand and a truncated peak season, pressuring margins. Zacks: Earnings/Revenue Miss
• Negative Sentiment: FY2026 EPS guidance reset to $0.70–$1.00, well below the ~$1.08 consensus — implies weaker profitability recovery than investors expected. (Company guidance update)
• Negative Sentiment: Analysts trimmed price targets and neutral/equal-weight views after the miss: Wells Fargo cut target to $25 (equal weight) and JPMorgan lowered to $26 (neutral), increasing near-term downside pressure. Analyst Notes
• Negative Sentiment: Market reaction: multiple outlets report shares tumbling after results and weak 2026 outlook, reflecting investor concern over volume softness and higher costs. Investing.com: Shares Tumble

Schneider National Trading Down 9.8%

Schneider National stock opened at $26.81 on Friday. Schneider National, Inc. has a 52-week low of $20.11 and a 52-week high of $30.98. The company has a market cap of $4.70 billion, a P/E ratio of 45.44, a P/E/G ratio of 0.75 and a beta of 1.08. 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 business has a 50-day simple moving average of $27.11 and a two-hundred day simple moving average of $24.68.

Schneider National (NYSE:SNDR) last posted its quarterly earnings data on Thursday, January 29th. The company reported $0.13 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 return on equity of 3.66% and a net margin of 1.83%.The company’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter last year, the company earned $0.20 earnings per share. Analysts predict that Schneider National, Inc. will post 1.12 EPS for the current year.

Schneider National Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Friday, March 13th will be given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.5%. 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 payout ratio is presently 59.38%.

Schneider National announced that its Board of Directors has initiated a share buyback program on Wednesday, January 28th that permits the company to repurchase $150.00 million in shares. This repurchase authorization permits the company to repurchase up to 2.9% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on SNDR shares. UBS Group reiterated a “neutral” rating on shares of Schneider National in a research note on Friday. Benchmark reaffirmed a “buy” rating on shares of Schneider National in a research report on Thursday, January 15th. Raymond James Financial upgraded shares of 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. Weiss Ratings restated a “hold (c)” rating on shares of Schneider National in a research note on Monday, December 29th. Finally, Bank of America upgraded shares of Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 target price on the stock in a research note on Friday, January 9th. One equities 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $29.20.

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.