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

Schneider National (NYSE:SNDR) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 0.700-1.000 for the period, compared to the consensus earnings per share estimate of 1.080. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on SNDR. Evercore ISI boosted their price target on Schneider National from $21.00 to $30.00 and gave the stock an “in-line” rating in a research report on Tuesday, January 13th. Benchmark reaffirmed a “buy” rating on shares of Schneider National in a research note on Thursday, January 15th. Susquehanna increased their target price on shares of Schneider National from $19.00 to $30.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. Zacks Research downgraded shares of Schneider National from a “hold” rating to a “strong sell” rating in a research note on Monday, October 13th. Finally, TD Cowen dropped their price objective on shares of Schneider National from $31.00 to $30.00 and set a “buy” rating for the company in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $29.20.

Schneider National Trading Down 9.8%

Shares of SNDR opened at $26.81 on Friday. Schneider National has a 12-month low of $20.11 and a 12-month high of $30.98. The firm has a market capitalization 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 firm has a 50-day moving average price of $27.11 and a 200 day moving average price of $24.68. The company has a current ratio of 2.11, a quick ratio of 1.93 and a debt-to-equity ratio of 0.17.

Schneider National (NYSE:SNDR) last issued its earnings results on Thursday, January 29th. The company reported $0.13 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08). Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The firm had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.45 billion. During the same period last year, the firm earned $0.20 earnings per share. Schneider National’s revenue for the quarter was up 4.5% on a year-over-year basis. Sell-side analysts forecast that Schneider National will post 1.12 EPS for the current year.

Schneider National Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Friday, March 13th will be given a $0.10 dividend. The ex-dividend date is Friday, March 13th. This is a positive change from Schneider National’s previous quarterly dividend of $0.10. This represents a $0.40 annualized dividend and a yield of 1.5%. Schneider National’s dividend payout ratio (DPR) is currently 59.38%.

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

Key Headlines 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

Institutional Trading of Schneider National

Several institutional investors and hedge funds have recently bought and sold shares of SNDR. Dimensional Fund Advisors LP boosted its stake in Schneider National by 1.4% during the third quarter. Dimensional Fund Advisors LP now owns 4,773,667 shares of the company’s stock worth $101,010,000 after buying an additional 66,928 shares during the period. Balyasny Asset Management L.P. purchased a new position in shares of Schneider National during the 2nd quarter worth approximately $26,393,000. AQR Capital Management LLC increased its holdings in Schneider National by 30.6% in the 2nd quarter. AQR Capital Management LLC now owns 930,913 shares of the company’s stock valued at $22,482,000 after purchasing an additional 217,874 shares during the last quarter. Gotham Asset Management LLC raised its position in Schneider National by 396.1% in the third quarter. Gotham Asset Management LLC now owns 855,802 shares of the company’s stock valued at $18,109,000 after purchasing an additional 683,298 shares during the period. Finally, Bank of America Corp DE lifted its stake in Schneider National by 4.9% during the third quarter. Bank of America Corp DE now owns 820,051 shares of the company’s stock worth $17,352,000 after purchasing an additional 38,516 shares in the last quarter. 28.54% of the stock is currently owned by hedge funds and other 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.