113,602 Shares in Schneider National, Inc. $SNDR Acquired by Edgestream Partners L.P.

Edgestream Partners L.P. acquired a new stake in Schneider National, Inc. (NYSE:SNDR) during the 1st quarter, HoldingsChannel reports. The firm acquired 113,602 shares of the company’s stock, valued at approximately $2,995,000.

A number of other large investors have also bought and sold shares of SNDR. Parallel Advisors LLC lifted its position in shares of Schneider National by 5.7% during the 1st quarter. Parallel Advisors LLC now owns 8,584 shares of the company’s stock valued at $226,000 after buying an additional 460 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in Schneider National by 47.6% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,516 shares of the company’s stock valued at $40,000 after acquiring an additional 489 shares during the period. Envestnet Portfolio Solutions Inc. lifted its holdings in Schneider National by 5.9% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 12,009 shares of the company’s stock valued at $319,000 after purchasing an additional 674 shares during the last quarter. Cetera Investment Advisers boosted its position in Schneider National by 7.0% during the first quarter. Cetera Investment Advisers now owns 10,498 shares of the company’s stock worth $277,000 after purchasing an additional 690 shares during the period. Finally, Baker Avenue Asset Management LP increased its stake in shares of Schneider National by 7.2% in the fourth quarter. Baker Avenue Asset Management LP now owns 11,409 shares of the company’s stock worth $303,000 after purchasing an additional 764 shares in the last quarter. 28.54% of the stock is owned by hedge funds and other institutional investors.

Schneider National News Summary

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

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. JPMorgan Chase & Co. boosted their price target on shares of Schneider National from $31.00 to $35.00 and gave the company a “neutral” rating in a research report on Friday. UBS Group raised their price objective on shares of Schneider National from $25.00 to $27.00 and gave the stock a “neutral” rating in a report on Wednesday, May 13th. Morgan Stanley lifted their price objective on shares of Schneider National from $38.00 to $45.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Susquehanna dropped their target price on Schneider National from $39.00 to $36.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, National Bank Financial set a $38.00 price target on Schneider National in a report on Friday. 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. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $34.15.

Schneider National Price Performance

SNDR stock opened at $35.79 on Friday. The firm has a 50 day moving average of $36.48 and a 200-day moving average of $31.31. The company has a current ratio of 1.95, a quick ratio of 1.83 and a debt-to-equity ratio of 0.13. Schneider National, Inc. has a 12 month low of $20.11 and a 12 month high of $39.27. The firm has a market capitalization of $6.27 billion, a P/E ratio of 55.92, a price-to-earnings-growth ratio of 0.98 and a beta of 1.17.

Schneider National (NYSE:SNDR) last posted its earnings results on Thursday, July 30th. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.06. The business 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%. Schneider National’s revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.21 EPS. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. As a group, sell-side analysts predict that Schneider National, Inc. will post 1 earnings per share for the current fiscal year.

Schneider National Dividend Announcement

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

Insider Buying and Selling

In related news, EVP Shaleen Devgun sold 8,352 shares of Schneider National stock in a transaction on Monday, June 8th. The stock was sold at an average price of $38.59, for a total transaction of $322,303.68. Following the completion of the sale, the executive vice president owned 38,619 shares of the company’s stock, valued at approximately $1,490,307.21. This trade represents a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Thomas G. Jackson sold 20,271 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $37.15, for a total value of $753,067.65. Following the transaction, the executive vice president owned 77,174 shares of the company’s stock, valued at approximately $2,867,014.10. The trade was a 20.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 31,048 shares of company stock worth $1,150,304. Corporate insiders own 23.64% of the company’s stock.

Schneider National 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.