JPMorgan Chase & Co. Cuts Schneider National (NYSE:SNDR) Price Target to $26.00

Schneider National (NYSE:SNDR) had its price objective cut by analysts at JPMorgan Chase & Co. from $28.00 to $26.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s price objective would indicate a potential downside of 3.02% from the stock’s previous close.

A number of other brokerages have also weighed in on SNDR. Wells Fargo & Company cut their target price on shares of Schneider National from $30.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Friday. Benchmark reissued a “buy” rating on shares of Schneider National in a report on Thursday, January 15th. Stifel Nicolaus raised their price target on Schneider National from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. UBS Group reiterated a “neutral” rating on shares of Schneider National in a report on Friday. Finally, TD Cowen reduced their price target on shares of Schneider National from $31.00 to $30.00 and set a “buy” rating on the stock in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $29.20.

Schneider National Stock Down 9.8%

Schneider National stock traded down $2.90 during midday trading on Friday, reaching $26.81. The stock had a trading volume of 2,930,153 shares, compared to its average volume of 932,540. Schneider National has a 1-year low of $20.11 and a 1-year high of $30.98. The stock has a market capitalization of $4.70 billion, a P/E ratio of 41.89, a price-to-earnings-growth ratio of 0.76 and a beta of 1.08. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.93 and a current ratio of 2.11. The firm’s fifty day simple moving average is $27.00 and its 200-day simple moving average is $24.67.

Schneider National (NYSE:SNDR) last issued its earnings results on Thursday, January 29th. The company reported $0.13 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.21 by ($0.08). Schneider National had a net margin of 2.03% and a return on equity of 4.04%. The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.45 billion. During the same quarter last year, the business posted $0.20 earnings per share. The company’s revenue for the quarter was up 4.5% on a year-over-year basis. As a group, analysts expect that Schneider National will post 1.12 EPS for the current fiscal year.

Schneider National announced that its Board of Directors has approved a stock buyback program on Wednesday, January 28th that authorizes the company to repurchase $150.00 million in shares. This repurchase authorization authorizes the company to repurchase up to 2.9% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Hedge Funds Weigh In On Schneider National

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vaughan Nelson Investment Management L.P. purchased a new position in Schneider National during the 4th quarter valued at about $29,469,000. Balyasny Asset Management L.P. bought a new position in shares of Schneider National in the second quarter worth approximately $26,393,000. Gotham Asset Management LLC increased its position in shares of Schneider National by 396.1% during the third quarter. Gotham Asset Management LLC now owns 855,802 shares of the company’s stock valued at $18,109,000 after acquiring an additional 683,298 shares in the last quarter. Quantinno Capital Management LP boosted its stake in Schneider National by 644.7% during the 2nd quarter. Quantinno Capital Management LP now owns 620,714 shares of the company’s stock valued at $14,990,000 after purchasing an additional 537,364 shares during the last quarter. Finally, American Century Companies Inc. raised its stake in shares of Schneider National by 14.8% in the second quarter. American Century Companies Inc. now owns 2,991,213 shares of the company’s stock worth $72,238,000 after purchasing an additional 386,340 shares during the last quarter. Hedge funds and other institutional investors own 28.54% of the company’s stock.

More Schneider National News

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

• Positive Sentiment: Board approved a $150 million share repurchase program (up to ~2.9% of shares), which signals management thinks the stock is undervalued and can support EPS per-share metrics. Share Repurchase Program Initiated by Schneider National
• Positive Sentiment: Quarterly dividend increased (next payment $0.10 per share; ex-dividend March 13), providing modest income support and signaling confidence in cash flow. Schneider National Announces Fourth-Quarter 2025 Results
• Neutral Sentiment: Leadership transition announced: Mark Rourke to become Executive Chairman and Jim Filter named President & CEO (effective July 1) — designed for continuity but investors will watch execution under new day?to?day leadership. Schneider Announces Leadership Transition
• Neutral Sentiment: TD Cowen trimmed its price target from $31 to $30 but kept a “buy” rating, implying some confidence in medium-term upside despite near-term headwinds. Benzinga
• Negative Sentiment: Q4 results missed across the board: EPS $0.13 vs. $0.21 expected and revenue $1.25B vs. $1.45B expected — management cited softer demand beginning in November and a truncated peak season. Schneider Q4 Earnings Miss Estimates, Down Year Over Year
• Negative Sentiment: FY?2026 EPS guidance was lowered to $0.70–$1.00 versus consensus ~$1.08 — a meaningful shortfall that materially reduced near-term earnings expectations and valuation support. Schneider National Inc (SNDR) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Wells Fargo cut its price target from $30 to $25 and moved to “equal weight”, signaling reduced conviction and adding selling pressure. Benzinga
• Negative Sentiment: Market reaction: multiple outlets report shares tumbled after the earnings miss and weak outlook, reflecting investor disappointment and increased near-term volatility. Schneider National shares tumble as Q4 results miss

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.