Sei Investments Co. Has $13.47 Million Position in Schneider National, Inc. $SNDR

Sei Investments Co. increased its stake in shares of Schneider National, Inc. (NYSE:SNDR) by 14.2% during the 1st quarter, Holdings Channel reports. The fund owned 510,888 shares of the company’s stock after acquiring an additional 63,483 shares during the period. Sei Investments Co.’s holdings in Schneider National were worth $13,467,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of SNDR. Caitong International Asset Management Co. Ltd raised its holdings in shares of Schneider National by 2,425.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after purchasing an additional 1,625 shares during the period. Global Retirement Partners LLC bought a new position in shares of Schneider National during the 4th quarter worth about $47,000. Farther Finance Advisors LLC grew its stake in shares of Schneider National by 155.7% in the 4th quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock valued at $48,000 after buying an additional 1,110 shares during the period. SJS Investment Consulting Inc. grew its stake in shares of Schneider National by 695.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company’s stock valued at $54,000 after buying an additional 1,800 shares during the period. Finally, State of Wyoming bought a new stake in Schneider National in the 1st quarter valued at about $68,000. 28.54% of the stock is currently owned by institutional investors and hedge funds.

Schneider National Trading Down 3.0%

NYSE:SNDR opened at $34.19 on Friday. 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 50-day moving average of $36.43 and a 200-day moving average of $31.28. The company has a market cap of $5.99 billion, a PE ratio of 61.06, a PEG ratio of 0.97 and a beta of 1.17. Schneider National, Inc. has a one year low of $20.11 and a one year high of $39.27.

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. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The company had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same quarter in the prior year, the business posted $0.21 EPS. The firm’s revenue was up 10.4% compared to the same quarter last year. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. As a group, equities research analysts expect that Schneider National, Inc. will post 0.91 EPS for the current fiscal year.

Schneider National Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 11th will be paid 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 1.2%. Schneider National’s dividend payout ratio is 71.43%.

Trending Headlines about Schneider National

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

• Positive Sentiment: Adjusted earnings beat estimates: Schneider reported quarterly EPS of $0.29, up from $0.21 a year ago and above the approximately $0.22–$0.23 analyst consensus. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Year-over-year improvement: Revenue increased 10.4% to $1.33 billion, while management cited disciplined revenue management, cost reductions and productivity initiatives as drivers of stronger earnings. Schneider National Announces Second Quarter 2026 Results
• Positive Sentiment: Full-year guidance remains constructive: Schneider set fiscal 2026 EPS guidance at $0.90–$1.10, with the $1.00 midpoint above the roughly $0.92 analyst consensus, although the range is wide. Schneider National Earnings and Guidance
• Neutral Sentiment: Fifth Third Bancorp increased its Schneider National stake by 4,809.1% to 18,360 shares. The purchase indicates institutional interest but is relatively small and may have limited effect on valuation. Fifth Third Bancorp Purchases Schneider National Shares
• Positive Sentiment: The company declared a $0.10 quarterly dividend, payable October 9, representing an annualized $0.40 payout and an approximately 1.1% yield. Schneider National Dividend Announcement
• Negative Sentiment: Revenue was a concern: The $1.33 billion quarterly total was below the $1.52 billion estimate cited in one report, despite other coverage describing a revenue beat based on a different consensus measure. The company also posted only a 1.73% net margin and 3.45% return on equity, highlighting continued profitability pressure. Schneider National Earnings Report

Insider Transactions at Schneider National

In other news, EVP Thomas G. Jackson sold 20,271 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at $2,867,014.10. This trade represents a 20.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Magnin Shelly A. Dumas sold 2,425 shares of the firm’s stock in a transaction that occurred on 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 transaction, the vice president owned 24,697 shares in the company, valued at $763,137.30. This represents a 8.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 31,048 shares of company stock valued at $1,150,304 over the last ninety days. 23.64% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. Benchmark reaffirmed a “buy” rating on shares of Schneider National in a research note on Thursday, July 16th. JPMorgan Chase & Co. raised their price objective on Schneider National from $26.00 to $31.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Weiss Ratings downgraded Schneider National from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, July 23rd. UBS Group upped their target price on Schneider National from $25.00 to $27.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 13th. Finally, Citigroup increased their target price on Schneider National from $33.00 to $39.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, Schneider National currently has an average rating of “Hold” and an average price target of $34.31.

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.