Q2 EPS Estimate for Schneider National Lifted by Analyst

Schneider National, Inc. (NYSE:SNDR - Free Report) - Equities research analysts at Zacks Research upped their Q2 2025 earnings per share (EPS) estimates for Schneider National in a note issued to investors on Tuesday, January 7th. Zacks Research analyst S. Goswami now anticipates that the company will post earnings per share of $0.30 for the quarter, up from their previous forecast of $0.29. The consensus estimate for Schneider National's current full-year earnings is $0.70 per share. Zacks Research also issued estimates for Schneider National's Q4 2025 earnings at $0.37 EPS, FY2025 earnings at $1.19 EPS, Q4 2026 earnings at $0.45 EPS and FY2026 earnings at $1.81 EPS.

Schneider National (NYSE:SNDR - Get Free Report) last announced its earnings results on Wednesday, November 6th. The company reported $0.18 EPS for the quarter, missing the consensus estimate of $0.23 by ($0.05). Schneider National had a net margin of 2.10% and a return on equity of 3.92%. The firm had revenue of $1.32 billion during the quarter, compared to analysts' expectations of $1.33 billion.

Several other research firms also recently weighed in on SNDR. Bank of America increased their price target on Schneider National from $35.00 to $38.00 and gave the stock a "buy" rating in a research note on Tuesday, November 26th. The Goldman Sachs Group reduced their price objective on shares of Schneider National from $26.00 to $25.00 and set a "neutral" rating for the company in a research note on Wednesday, October 9th. Citigroup downgraded Schneider National from a "neutral" rating to a "sell" rating and dropped their target price for the stock from $32.00 to $30.00 in a research report on Tuesday, November 12th. Susquehanna reduced their price target on Schneider National from $29.00 to $26.00 and set a "neutral" rating for the company in a research report on Thursday, November 7th. Finally, Stifel Nicolaus upped their price target on Schneider National from $25.00 to $27.00 and gave the company a "hold" rating in a research report on Monday, November 11th. One research analyst has rated the stock with a sell rating, eight have issued a hold rating and five have given a buy rating to the company. According to MarketBeat.com, Schneider National currently has an average rating of "Hold" and an average price target of $29.08.

Schneider National Stock Performance

Shares of NYSE SNDR traded down $0.90 during mid-day trading on Friday, reaching $28.27. 522,516 shares of the company's stock were exchanged, compared to its average volume of 719,752. The firm has a 50-day moving average price of $30.63 and a two-hundred day moving average price of $28.00. The company has a debt-to-equity ratio of 0.04, a current ratio of 1.66 and a quick ratio of 1.53. The firm has a market capitalization of $4.95 billion, a price-to-earnings ratio of 45.60, a price-to-earnings-growth ratio of 3.24 and a beta of 0.93. Schneider National has a 52 week low of $20.50 and a 52 week high of $33.90.

Schneider National Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Friday, December 13th were issued a $0.095 dividend. This represents a $0.38 dividend on an annualized basis and a yield of 1.34%. The ex-dividend date was Friday, December 13th. Schneider National's dividend payout ratio (DPR) is presently 61.29%.

Insider Buying and Selling at Schneider National

In other news, EVP Thomas G. Jackson sold 18,248 shares of the firm's stock in a transaction on Wednesday, November 27th. The stock was sold at an average price of $33.07, for a total transaction of $603,461.36. Following the completion of the transaction, the executive vice president now directly owns 66,526 shares in the company, valued at $2,200,014.82. This trade represents a 21.53 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shaleen Devgun sold 10,000 shares of the company's stock in a transaction dated Friday, December 20th. The stock was sold at an average price of $29.04, for a total transaction of $290,400.00. Following the completion of the transaction, the insider now owns 95,191 shares in the company, valued at approximately $2,764,346.64. The trade was a 9.51 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 66,555 shares of company stock worth $2,153,011. 18.83% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Deprince Race & Zollo Inc. purchased a new position in Schneider National in the 2nd quarter worth approximately $30,072,000. State Street Corp raised its stake in shares of Schneider National by 75.4% in the third quarter. State Street Corp now owns 1,730,769 shares of the company's stock worth $49,545,000 after purchasing an additional 743,800 shares during the last quarter. Encompass Capital Advisors LLC bought a new position in shares of Schneider National during the second quarter valued at $12,376,000. Earnest Partners LLC boosted its position in shares of Schneider National by 25.5% during the second quarter. Earnest Partners LLC now owns 2,166,146 shares of the company's stock valued at $52,334,000 after buying an additional 440,545 shares during the last quarter. Finally, Hotchkis & Wiley Capital Management LLC bought a new stake in Schneider National in the 3rd quarter worth about $9,157,000. Institutional investors own 28.54% of the company's stock.

Schneider National Company Profile

Schneider National, Inc, together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations.