Schneider National, Inc. (NYSE:SNDR) Receives $34.69 Consensus Price Target from Analysts

Shares of Schneider National, Inc. (NYSE:SNDR) have received an average recommendation of “Hold” from the seventeen analysts that are presently covering the stock, MarketBeat.com reports. Ten equities research analysts have rated the stock with a hold rating, six have issued a buy rating and one has assigned a strong buy rating to the company. The average 1-year price target among analysts that have covered the stock in the last year is $34.6923.

Several analysts recently commented on SNDR shares. Raymond James Financial reiterated a “market perform” rating on shares of Schneider National in a research report on Monday, April 20th. Wall Street Zen upgraded Schneider National from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. National Bank Financial set a $38.00 target price on shares of Schneider National in a research note on Friday, July 31st. JPMorgan Chase & Co. upped their target price on shares of Schneider National from $31.00 to $35.00 and gave the stock a “neutral” rating in a report on Friday, July 31st. Finally, TD Cowen increased their target price on shares of Schneider National from $30.00 to $32.00 and gave the company a “buy” rating in a research report on Friday, May 1st.

Trending Headlines about Schneider National

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

• Positive Sentiment: Upward earnings revisions: Zacks Research raised its FY2026 EPS forecast to $0.95 from $0.84, FY2027 to $1.57 from $1.46, and FY2028 to $2.39 from $2.27. It also increased estimates for several upcoming quarters, including Q3 and Q4 2026 and Q1-Q4 2027. The revisions suggest improving confidence in Schneider National’s earnings recovery. Zacks Research earnings estimate revisions
• Positive Sentiment: Strong-Buy endorsement: Zacks Research reiterated a “Strong-Buy” rating while lifting its estimates, and Zacks also included SNDR among its top growth stocks. This reinforces the bullish view that future earnings growth could justify the company’s recent share-price strength. Best Growth Stocks to Buy for August 13th
• Positive Sentiment: Improving outlook remains the focus: A Zacks analysis is evaluating whether SNDR remains attractive following its bullish 2026 EPS outlook. The company’s latest reported quarter also exceeded EPS expectations, providing additional support for the optimistic thesis. Should Investors Buy Schneider Post a Bullish 2026 EPS Outlook?
• Neutral Sentiment: Analyst opinion is mixed: Despite Zacks Research’s “Strong-Buy,” Schneider National carries an average analyst rating of “Hold.” With shares trading near their 52-week high and at a relatively high price-to-earnings ratio, investors may be balancing the improved earnings outlook against valuation risk and the time needed for projected growth to materialize. Schneider National Given Average Rating of Hold by Analysts

Schneider National Trading Down 0.2%

SNDR stock opened at $36.03 on Friday. Schneider National has a 12-month low of $20.11 and a 12-month high of $39.27. The business’s 50-day moving average is $36.46 and its 200 day moving average is $31.75. The company has a current ratio of 2.03, a quick ratio of 1.94 and a debt-to-equity ratio of 0.13. The stock has a market cap of $6.32 billion, a price-to-earnings ratio of 56.30, a PEG ratio of 0.82 and a beta of 1.17.

Schneider National (NYSE:SNDR) last announced its earnings results on Thursday, July 30th. The company reported $0.29 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.06. The business had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Schneider National had a return on equity of 3.89% and a net margin of 1.92%.The business’s revenue was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.21 earnings per share. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. On average, sell-side analysts anticipate that Schneider National will post 1.04 EPS for the current fiscal year.

Schneider National Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 11th will be given a dividend of $0.10 per share. The ex-dividend date is Friday, September 11th. This represents a $0.40 dividend on an annualized basis and a yield of 1.1%. Schneider National’s payout ratio is presently 62.50%.

Insider Activity at Schneider National

In other Schneider National news, EVP Thomas G. Jackson sold 20,271 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $37.15, for a total value of $753,067.65. Following the transaction, the executive vice president directly owned 77,174 shares of the company’s stock, valued at $2,867,014.10. This trade represents a 20.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Mark B. Rourke sold 52,682 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $35.94, for a total transaction of $1,893,391.08. Following the completion of the transaction, the insider directly owned 221,522 shares in the company, valued at $7,961,500.68. This trade represents a 19.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 101,617 shares of company stock valued at $3,683,339. Corporate insiders own 23.64% of the company’s stock.

Institutional Investors Weigh In On Schneider National

A number of large investors have recently made changes to their positions in the stock. Parallel Advisors LLC increased its stake in Schneider National by 5.7% during the first quarter. Parallel Advisors LLC now owns 8,584 shares of the company’s stock worth $226,000 after acquiring an additional 460 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in shares of 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 purchasing an additional 489 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its stake in shares of Schneider National by 5.9% in the 4th 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 lifted its stake in shares of Schneider National by 7.0% in the 1st quarter. Cetera Investment Advisers now owns 10,498 shares of the company’s stock valued at $277,000 after purchasing an additional 690 shares during the last quarter. Finally, GAMMA Investing LLC grew its holdings in shares of Schneider National by 38.7% during the 2nd quarter. GAMMA Investing LLC now owns 2,632 shares of the company’s stock worth $96,000 after purchasing an additional 734 shares during the period. 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.