Schneider National (NYSE:SNDR) Price Target Cut to $36.00 by Analysts at Susquehanna

Schneider National (NYSE:SNDR) had its price target lowered by Susquehanna from $39.00 to $36.00 in a research report report published on Friday,Benzinga reports. Susquehanna currently has a neutral rating on the stock.

A number of other analysts have also issued reports on the company. Benchmark reissued a “buy” rating on shares of Schneider National in a research report on Thursday, July 16th. Zacks Research upgraded Schneider National from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Raymond James Financial reaffirmed a “market perform” rating on shares of Schneider National in a research note on Monday, April 20th. Wells Fargo & Company boosted their price objective on Schneider National from $33.00 to $38.00 and gave the company an “equal weight” rating in a report on Friday, June 5th. Finally, Citigroup increased their target price on Schneider National from $33.00 to $39.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $34.15.

Schneider National Price Performance

Schneider National stock opened at $35.79 on Friday. The company’s 50 day simple moving average is $36.48 and its 200-day simple moving average is $31.31. The company has a market capitalization of $6.27 billion, a price-to-earnings ratio of 55.92, a price-to-earnings-growth ratio of 0.94 and a beta of 1.17. 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 quick ratio of 1.83 and a current ratio of 1.95.

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

Schneider National Announces Dividend

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

Insiders Place Their Bets

In other news, EVP Shaleen Devgun sold 8,352 shares of Schneider National stock in a transaction dated 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 owned 38,619 shares in the company, valued at approximately $1,490,307.21. This trade represents a 17.78% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Magnin Shelly A. Dumas sold 2,425 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total value of $74,932.50. Following the transaction, the vice president directly owned 24,697 shares of the company’s stock, valued at approximately $763,137.30. This represents a 8.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 31,048 shares of company stock worth $1,150,304 in the last quarter. 23.64% of the stock is owned by company insiders.

Institutional Trading of Schneider National

A number of large investors have recently made changes to their positions in SNDR. Natixis Advisors LLC lifted its stake in Schneider National by 568.4% in the fourth quarter. Natixis Advisors LLC now owns 240,450 shares of the company’s stock worth $6,379,000 after acquiring an additional 204,475 shares during the last quarter. Deprince Race & Zollo Inc. grew its holdings in Schneider National by 15.8% during the 4th quarter. Deprince Race & Zollo Inc. now owns 1,825,534 shares of the company’s stock worth $48,431,000 after acquiring an additional 249,258 shares in the last quarter. Aaron Wealth Advisors LLC purchased a new stake in shares of Schneider National in the 4th quarter valued at approximately $662,000. Fifth Third Bancorp increased its position in shares of Schneider National by 4,809.1% in the 1st quarter. Fifth Third Bancorp now owns 18,360 shares of the company’s stock valued at $484,000 after purchasing an additional 17,986 shares during the last quarter. Finally, First Trust Advisors LP raised its holdings in shares of Schneider National by 6.1% in the 1st quarter. First Trust Advisors LP now owns 2,277,720 shares of the company’s stock valued at $60,041,000 after purchasing an additional 130,406 shares in the last quarter. 28.54% of the stock is currently owned by hedge funds and other institutional investors.

Schneider National News Roundup

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

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.