Schneider National (NYSE:SNDR) Reaches New 52-Week High – Here’s Why

Schneider National, Inc. (NYSE:SNDR) hit a new 52-week high on Wednesday . The company traded as high as $30.98 and last traded at $30.25, with a volume of 136325 shares trading hands. The stock had previously closed at $29.55.

Schneider National News Roundup

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

• Positive Sentiment: Board authorizes $150 million share repurchase (up to ~2.9% of shares). Buybacks typically support the stock and signal management confidence in valuation. Repurchase Authorization
• Positive Sentiment: Quarterly dividend increased (next payment $0.10; modest raise and ~1.3% yield). Provides income support and is a shareholder-friendly signal. (Company announcement)
• Positive Sentiment: TD Cowen maintained a Buy rating while lowering its price target to $30, implying upside from current levels. TD Cowen Note
• Neutral Sentiment: Company released its Q4 slide deck and held the earnings call — useful for modeling and management commentary but contains details that already reflected the wider guidance/earnings miss. Slide Deck / Press Release
• Negative Sentiment: Q4 earnings missed estimates — reported $0.13 EPS vs. $0.21 consensus and revenue $1.25B vs. $1.45B expected; management cited softer demand and a truncated peak season, pressuring margins. Zacks: Earnings/Revenue Miss
• Negative Sentiment: FY2026 EPS guidance reset to $0.70–$1.00, well below the ~$1.08 consensus — implies weaker profitability recovery than investors expected. (Company guidance update)
• Negative Sentiment: Analysts trimmed price targets and neutral/equal-weight views after the miss: Wells Fargo cut target to $25 (equal weight) and JPMorgan lowered to $26 (neutral), increasing near-term downside pressure. Analyst Notes
• Negative Sentiment: Market reaction: multiple outlets report shares tumbling after results and weak 2026 outlook, reflecting investor concern over volume softness and higher costs. Investing.com: Shares Tumble

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on SNDR shares. Wells Fargo & Company decreased their price target on shares of Schneider National from $30.00 to $25.00 and set an “equal weight” rating for the company in a research report on Friday. Susquehanna increased their price objective on shares of Schneider National from $19.00 to $30.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Citigroup dropped their target price on shares of Schneider National from $31.00 to $27.00 and set a “neutral” rating for the company in a research report on Friday. 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. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Schneider National in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Schneider National has an average rating of “Hold” and a consensus price target of $29.20.

Schneider National Stock Performance

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 stock has a market capitalization of $4.70 billion, a P/E ratio of 41.89, a P/E/G ratio of 0.76 and a beta of 1.08. The stock has a 50 day moving average of $27.00 and a 200 day moving average of $24.67.

Schneider National (NYSE:SNDR) last released its quarterly earnings results on Thursday, January 29th. The company reported $0.13 EPS for the quarter, missing the consensus estimate of $0.21 by ($0.08). Schneider National had a return on equity of 4.04% and a net margin of 2.03%.The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.45 billion. During the same quarter in the prior year, the company posted $0.20 EPS. The firm’s revenue was up 4.5% on a year-over-year basis. Equities analysts predict that Schneider National, Inc. will post 1.12 EPS for the current year.

Schneider National Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Friday, March 13th will be paid a $0.10 dividend. The ex-dividend date is Friday, March 13th. This is an increase from Schneider National’s previous quarterly dividend of $0.10. This represents a $0.40 annualized dividend and a dividend yield of 1.5%. Schneider National’s dividend payout ratio (DPR) is 59.38%.

Schneider National announced that its board has authorized a share buyback plan on Wednesday, January 28th that allows the company to buyback $150.00 million in outstanding shares. This buyback authorization allows the company to reacquire up to 2.9% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s management believes its stock is undervalued.

Institutional Trading of Schneider National

Hedge funds have recently added to or reduced their stakes in the business. Blueprint Financial Advisors LLC acquired a new position in Schneider National during the 2nd quarter valued at about $4,722,000. American Century Companies Inc. boosted its holdings 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 valued at $72,238,000 after acquiring an additional 386,340 shares in the last quarter. Ceredex Value Advisors LLC boosted its holdings in shares of Schneider National by 25.9% in the second quarter. Ceredex Value Advisors LLC now owns 535,150 shares of the company’s stock valued at $12,924,000 after acquiring an additional 109,950 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Schneider National by 3.9% during the second quarter. Geode Capital Management LLC now owns 836,497 shares of the company’s stock valued at $20,205,000 after acquiring an additional 31,387 shares during the period. Finally, Blueprint Investment Partners LLC bought a new stake in Schneider National during the second quarter worth approximately $4,722,000. 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.