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

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

Schneider National Trading Down 3.0%

Shares of SNDR stock traded down $1.07 during mid-day trading on Thursday, hitting $34.19. 1,175,117 shares of the company’s stock were exchanged, compared to its average volume of 1,036,528. The stock has a market cap of $5.99 billion, a price-to-earnings ratio of 61.06, a PEG ratio of 0.99 and a beta of 1.17. The company has a quick ratio of 1.83, a current ratio of 1.95 and a debt-to-equity ratio of 0.13. Schneider National has a fifty-two week low of $20.11 and a fifty-two week high of $39.27. The stock has a 50-day simple moving average of $36.41 and a two-hundred day simple moving average of $31.24.

Schneider National (NYSE:SNDR) last released its earnings results 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. Schneider National had a return on equity of 3.45% and a net margin of 1.73%.The firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.52 billion. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. Equities analysts expect that Schneider National will post 0.91 EPS for the current fiscal year.

Schneider National Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 11th will be issued a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Friday, September 11th. Schneider National’s dividend payout ratio is presently 71.43%.

Wall Street Analysts Forecast Growth

SNDR has been the topic of several research analyst reports. National Bank Financial set a $40.00 target price on shares of Schneider National in a research report on Thursday, July 16th. Raymond James Financial reaffirmed a “market perform” rating on shares of Schneider National in a research report on Monday, April 20th. Stephens raised shares of Schneider National to a “hold” rating in a research note on Wednesday, July 8th. TD Cowen lifted their price target on shares of Schneider National from $30.00 to $32.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, Benchmark reissued a “buy” rating on shares of Schneider National in a research note on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $34.31.

Insider Buying and Selling at Schneider National

In other news, EVP Shaleen Devgun sold 8,352 shares of Schneider National stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $38.59, for a total transaction of $322,303.68. Following the sale, the executive vice president owned 38,619 shares in the company, valued at $1,490,307.21. This trade represents a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Magnin Shelly A. Dumas sold 2,425 shares of the company’s stock in a transaction on 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 transaction, the vice president owned 24,697 shares of the company’s stock, valued at $763,137.30. This trade represents a 8.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 31,048 shares of company stock valued at $1,150,304 over the last three months. 23.64% of the stock is owned by company insiders.

Institutional Trading of Schneider National

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Corient Private Wealth LLC lifted its stake in shares of Schneider National by 156.0% in the fourth quarter. Corient Private Wealth LLC now owns 137,381 shares of the company’s stock worth $3,645,000 after acquiring an additional 83,717 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in Schneider National by 10.7% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 121,133 shares of the company’s stock valued at $3,214,000 after purchasing an additional 11,735 shares during the last quarter. VARCOV Co. acquired a new stake in Schneider National during the 4th quarter valued at approximately $584,000. Voloridge Investment Management LLC acquired a new stake in Schneider National during the 4th quarter valued at approximately $711,000. Finally, SummitTX Capital L.P. purchased a new stake in Schneider National during the 4th quarter worth approximately $3,997,000. 28.54% of the stock is 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.