Citigroup Lowers Schneider National (NYSE:SNDR) Price Target to $38.00

Schneider National (NYSE:SNDR) had its target price reduced by analysts at Citigroup from $39.00 to $38.00 in a research report issued on Friday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Citigroup’s price target would indicate a potential upside of 6.18% from the company’s previous close.

Several other equities analysts have also recently weighed in on SNDR. Weiss Ratings cut shares of Schneider National from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 23rd. National Bank Financial set a $38.00 price objective on Schneider National in a report on Friday. Zacks Research raised Schneider National from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. UBS Group raised their target price on Schneider National from $25.00 to $27.00 and gave the company a “neutral” rating in a report on Wednesday, May 13th. Finally, Susquehanna cut 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. One investment 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 company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $34.15.

Schneider National Stock Up 4.8%

Shares of NYSE:SNDR traded up $1.65 during trading on Friday, reaching $35.79. 711,420 shares of the stock were exchanged, compared to its average volume of 1,033,825. Schneider National has a 1-year low of $20.11 and a 1-year high of $39.27. The stock has a fifty day moving average of $36.43 and a two-hundred day moving average of $31.28. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.83. The firm has a market cap of $6.27 billion, a price-to-earnings ratio of 63.91, a price-to-earnings-growth ratio of 0.97 and a beta of 1.17.

Schneider National (NYSE:SNDR) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.06. The business had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.52 billion. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. Schneider National’s revenue was up 10.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.21 EPS. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. Research analysts anticipate that Schneider National will post 0.91 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Schneider National news, VP Magnin Shelly A. Dumas sold 2,425 shares of the stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $30.90, for a total value of $74,932.50. Following the completion of the sale, the vice president owned 24,697 shares in the company, valued at approximately $763,137.30. This trade represents a 8.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Thomas G. Jackson sold 20,271 shares of Schneider National stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $37.15, for a total transaction of $753,067.65. Following the transaction, the executive vice president directly owned 77,174 shares in the company, valued at approximately $2,867,014.10. This represents a 20.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 31,048 shares of company stock worth $1,150,304. 23.64% of the stock is owned by insiders.

Hedge Funds Weigh In On Schneider National

Institutional investors have recently modified their holdings of the business. Baron Wealth Management LLC purchased a new stake in shares of Schneider National during the second quarter valued at approximately $286,000. GAMMA Investing LLC grew its stake in Schneider National by 38.7% in the 2nd quarter. GAMMA Investing LLC now owns 2,632 shares of the company’s stock valued at $96,000 after purchasing an additional 734 shares during the period. DV Trading LLC bought a new position in Schneider National in the 1st quarter valued at $224,000. Parallel Advisors LLC increased 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 purchasing an additional 460 shares during the last quarter. Finally, Edgestream Partners L.P. purchased a new stake in shares of Schneider National during the 1st quarter valued at $2,995,000. 28.54% of the stock is owned by 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.