Schneider National (NYSE:SNDR) Trading Up 8% – Should You Buy?

Schneider National, Inc. (NYSE:SNDR) shares rose 8% on Thursday . The company traded as high as $31.55 and last traded at $31.5150. Approximately 441,883 shares changed hands during mid-day trading, a decline of 56% from the average daily volume of 1,006,830 shares. The stock had previously closed at $29.17.

Wall Street Analyst Weigh In

SNDR has been the topic of a number of analyst reports. UBS Group raised their price objective on shares of Schneider National from $25.00 to $27.00 and gave the company a “neutral” rating in a report on Wednesday. National Bank Financial set a $35.00 price objective on shares of Schneider National in a report on Friday, May 1st. Benchmark restated a “buy” rating on shares of Schneider National in a report on Thursday, January 15th. Morgan Stanley boosted their price target on shares of Schneider National from $36.00 to $38.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Finally, Zacks Research raised shares of Schneider National from a “strong sell” rating to a “hold” rating in a research report on Monday, April 6th. Seven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $31.71.

Schneider National Price Performance

The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.83 and a current ratio of 1.95. The company has a market capitalization of $5.77 billion, a PE ratio of 58.67, a P/E/G ratio of 0.81 and a beta of 1.14. The company’s 50-day simple moving average is $27.54 and its 200-day simple moving average is $26.73.

Schneider National (NYSE:SNDR) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.11 by $0.01. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The company had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.42 billion. During the same period last year, the firm posted $0.16 EPS. Schneider National’s revenue for the quarter was down .2% on a year-over-year basis. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS. As a group, sell-side analysts anticipate that Schneider National, Inc. will post 0.9 earnings per share for the current year.

Schneider National Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 10th. Stockholders of record on Friday, June 12th will be issued a $0.10 dividend. The ex-dividend date of this dividend is Friday, June 12th. This represents a $0.40 annualized dividend and a dividend yield of 1.2%. Schneider National’s payout ratio is presently 71.43%.

Schneider National announced that its Board of Directors has authorized a stock buyback plan on Wednesday, January 28th that permits the company to repurchase $150.00 million in outstanding shares. This repurchase authorization permits the company to buy up to 2.9% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Activity

In other news, CFO Darrell George Campbell sold 6,000 shares of Schneider National stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $28.89, for a total value of $173,340.00. Following the sale, the chief financial officer owned 66,275 shares of the company’s stock, valued at $1,914,684.75. The trade was a 8.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Magnin Shelly A. Dumas sold 2,425 shares of Schneider National stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $30.90, for a total transaction of $74,932.50. Following the completion of the sale, the vice president directly owned 24,697 shares in the company, valued at approximately $763,137.30. The trade was a 8.94% decrease in their position. The SEC filing for this sale provides additional information. 23.64% of the stock is owned by insiders.

Institutional Trading of Schneider National

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Dimensional Fund Advisors LP boosted its holdings in shares of Schneider National by 3.3% in the first quarter. Dimensional Fund Advisors LP now owns 5,015,141 shares of the company’s stock valued at $132,195,000 after acquiring an additional 158,118 shares in the last quarter. First Trust Advisors LP grew its position in Schneider National by 6.1% during the first quarter. First Trust Advisors LP now owns 2,277,720 shares of the company’s stock worth $60,041,000 after buying an additional 130,406 shares during the period. Deprince Race & Zollo Inc. grew its position in Schneider National by 18.3% during the first quarter. Deprince Race & Zollo Inc. now owns 2,160,106 shares of the company’s stock worth $56,940,000 after buying an additional 334,572 shares during the period. AQR Capital Management LLC grew its position in Schneider National by 64.9% during the fourth quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company’s stock worth $55,115,000 after buying an additional 817,259 shares during the period. Finally, Bank of New York Mellon Corp grew its position in 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 worth $48,181,000 after buying an additional 1,076,184 shares during the period. Hedge funds and other 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.