Zacks Research Issues Optimistic Forecast for SNDR Earnings

Schneider National, Inc. (NYSE:SNDR) – Zacks Research lifted their Q3 2026 EPS estimates for shares of Schneider National in a report released on Thursday, August 13th. Zacks Research analyst Team now forecasts that the company will earn $0.25 per share for the quarter, up from their previous forecast of $0.24. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Schneider National’s current full-year earnings is $1.05 per share. Zacks Research also issued estimates for Schneider National’s Q4 2026 earnings at $0.28 EPS, FY2026 earnings at $0.95 EPS, Q1 2027 earnings at $0.26 EPS, Q2 2027 earnings at $0.43 EPS, Q3 2027 earnings at $0.43 EPS, Q4 2027 earnings at $0.44 EPS, FY2027 earnings at $1.57 EPS, Q1 2028 earnings at $0.41 EPS, Q2 2028 earnings at $0.60 EPS and FY2028 earnings at $2.39 EPS.

Schneider National (NYSE:SNDR) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.06. The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate 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 period last year, the business posted $0.21 EPS. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS.

A number of other analysts also recently issued reports on the company. Morgan Stanley lifted their price target on Schneider National from $38.00 to $45.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Stephens raised Schneider National to a “hold” rating in a research note on Wednesday, July 8th. Benchmark restated a “buy” rating on shares of Schneider National in a report on Thursday, July 16th. JPMorgan Chase & Co. increased their target price on shares of Schneider National from $31.00 to $35.00 and gave the stock a “neutral” rating in a research report on Friday, July 31st. Finally, National Bank Financial set a $38.00 target price on shares of Schneider National in a research report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, Schneider National currently has an average rating of “Hold” and a consensus price target of $34.69.

Schneider National Price Performance

NYSE:SNDR opened at $36.30 on Friday. Schneider National has a 52 week low of $20.11 and a 52 week high of $39.27. The company has a quick ratio of 1.94, a current ratio of 2.03 and a debt-to-equity ratio of 0.13. The stock’s 50-day moving average price is $36.48 and its 200-day moving average price is $31.71. The stock has a market capitalization of $6.36 billion, a PE ratio of 56.73, a price-to-earnings-growth ratio of 0.80 and a beta of 1.17.

Schneider National Announces Dividend

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

Insider Activity

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in SNDR. Great Lakes Advisors LLC bought a new stake in Schneider National in the 2nd quarter valued at $3,300,000. Baron Wealth Management LLC acquired a new stake in Schneider National in the 2nd quarter valued at about $286,000. GAMMA Investing LLC boosted its position in Schneider National by 38.7% in the 2nd quarter. GAMMA Investing LLC now owns 2,632 shares of the company’s stock valued at $96,000 after buying an additional 734 shares during the last quarter. DV Trading LLC acquired a new position in shares of Schneider National during the first quarter valued at $224,000. Finally, Parallel Advisors LLC grew its position in shares of Schneider National by 5.7% during the 1st quarter. Parallel Advisors LLC now owns 8,584 shares of the company’s stock worth $226,000 after buying an additional 460 shares during the period. Institutional investors own 28.54% of the company’s stock.

Key Stories Impacting Schneider National

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

• Positive Sentiment: Zacks raised earnings estimates across multiple periods. The firm increased 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 lifted estimates for several upcoming quarters, including Q3 and Q4 2026 and Q1–Q4 2027. The revisions signal improving expectations for Schneider National’s profitability and support Zacks’ “Strong Buy” rating. Best Growth Stocks to Buy for August 13th
• Positive Sentiment: Longer-term growth expectations improved materially. Zacks raised its Q1 2028 EPS estimate to $0.41 from $0.39 and its Q2 2028 estimate to $0.60 from $0.56, reinforcing the view that earnings could accelerate beyond the current year. The company’s FY2026 guidance is $0.90–$1.10 EPS, compared with the current analyst consensus of $1.05. Schneider National analyst estimates
• Neutral Sentiment: Analyst sentiment remains divided. Zacks Research rates SNDR “Strong Buy,” while a separate analyst roundup reports an average “Hold” rating. This contrast could temper investor enthusiasm despite the upward earnings revisions. Schneider National Given Average Rating of Hold by Analysts

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.