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

Schneider National (NYSE:SNDR) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.900-1.100 for the period, compared to the consensus EPS estimate of 0.920. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

SNDR has been the subject of a number of research reports. Susquehanna raised their target price on shares of Schneider National from $36.00 to $39.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. TD Cowen boosted their target price on Schneider National from $30.00 to $32.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Weiss Ratings cut Schneider National from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, July 23rd. National Bank Financial set a $40.00 price objective on shares of Schneider National in a research note on Thursday, July 16th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Schneider National in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $34.31.

Schneider National Price Performance

Shares of Schneider National stock traded down $1.07 during trading on Thursday, hitting $34.19. 1,209,311 shares of the company’s stock traded hands, compared to its average volume of 934,859. 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. The firm’s fifty day moving average price is $36.43 and its 200 day moving average price is $31.28. Schneider National has a twelve month low of $20.11 and a twelve month high of $39.27. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.83.

Schneider National (NYSE:SNDR) last posted its quarterly earnings data on Thursday, July 30th. The company reported $0.29 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.06. The firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.21 EPS. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. Analysts forecast that Schneider National will post 0.91 earnings per share for the current year.

Schneider National Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Shareholders 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 (DPR) is currently 71.43%.

Insider Buying and Selling

In other news, EVP Thomas G. Jackson sold 20,271 shares of the firm’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 completion of 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Magnin Shelly A. Dumas sold 2,425 shares of the company’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total transaction of $74,932.50. Following the sale, the vice president directly owned 24,697 shares in the company, valued at $763,137.30. This trade represents a 8.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 31,048 shares of company stock worth $1,150,304. 23.64% of the stock is owned by insiders.

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

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Dimensional Fund Advisors LP boosted its stake in shares of Schneider National by 1.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 4,857,023 shares of the company’s stock valued at $128,859,000 after purchasing an additional 83,356 shares in the last quarter. First Trust Advisors LP increased its stake in Schneider National by 4.2% during the 4th quarter. First Trust Advisors LP now owns 2,147,314 shares of the company’s stock valued at $56,968,000 after purchasing an additional 87,084 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of Schneider National by 64.9% in the fourth quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company’s stock worth $55,115,000 after purchasing an additional 817,259 shares during the last quarter. Bank of New York Mellon Corp lifted its position in shares of Schneider National by 145.4% during the fourth quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company’s stock valued at $48,181,000 after purchasing an additional 1,076,184 shares in the last quarter. Finally, State Street Corp boosted its stake in shares of Schneider National by 2.2% in the 4th quarter. State Street Corp now owns 1,801,300 shares of the company’s stock worth $47,960,000 after buying an additional 38,373 shares during the last quarter. Institutional investors own 28.54% of the company’s stock.

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.