Q2 EPS Estimate for Schneider National Raised by Analyst

Schneider National, Inc. (NYSE:SNDR) – Analysts at Zacks Research boosted their Q2 2025 earnings per share estimates for shares of Schneider National in a research note issued on Tuesday, January 7th. Zacks Research analyst S. Goswami now anticipates that the company will post earnings of $0.30 per share for the quarter, up from their prior estimate 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) last released its quarterly earnings data on Wednesday, November 6th. The company reported $0.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.23 by ($0.05). The company had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.33 billion. Schneider National had a return on equity of 3.92% and a net margin of 2.10%.

A number of other equities analysts have also commented on the company. Stifel Nicolaus lifted their price objective on Schneider National from $25.00 to $27.00 and gave the stock a “hold” rating in a research note on Monday, November 11th. Bank of America increased their price objective on shares of Schneider National from $35.00 to $38.00 and gave the stock a “buy” rating in a research report on Tuesday, November 26th. Susquehanna cut their price target on shares of Schneider National from $29.00 to $26.00 and set a “neutral” rating on the stock in a research report on Thursday, November 7th. Benchmark lifted their price objective on Schneider National from $32.00 to $34.00 and gave the stock a “buy” rating in a research report on Wednesday, November 27th. Finally, TD Cowen raised their target price on Schneider National from $32.00 to $34.00 and gave the stock a “buy” rating in a research note on Tuesday, November 26th. One equities research analyst has rated the stock with a sell rating, eight have given a hold rating and five have given a buy rating to the company. According to data from MarketBeat, Schneider National presently has an average rating of “Hold” and an average price target of $29.08.

Schneider National Stock Performance

Shares of Schneider National stock opened at $28.27 on Friday. The stock has a market cap of $4.95 billion, a price-to-earnings ratio of 45.60, a P/E/G ratio of 3.24 and a beta of 0.93. The company has a quick ratio of 1.53, a current ratio of 1.66 and a debt-to-equity ratio of 0.04. Schneider National has a twelve month low of $20.50 and a twelve month high of $33.90. The company’s fifty day moving average is $30.63 and its 200 day moving average is $28.00.

Hedge Funds Weigh In On Schneider National

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. GAMMA Investing LLC lifted its position in Schneider National by 52.6% during the 4th quarter. GAMMA Investing LLC now owns 1,306 shares of the company’s stock valued at $38,000 after acquiring an additional 450 shares during the period. Principal Financial Group Inc. bought a new stake in shares of Schneider National in the 3rd quarter worth approximately $6,327,000. Franklin Resources Inc. increased its position in Schneider National by 13.6% during the 3rd quarter. Franklin Resources Inc. now owns 21,734 shares of the company’s stock valued at $603,000 after buying an additional 2,594 shares in the last quarter. Geode Capital Management LLC increased its position in Schneider National by 18.4% during the 3rd quarter. Geode Capital Management LLC now owns 746,272 shares of the company’s stock valued at $21,305,000 after buying an additional 115,814 shares in the last quarter. Finally, MML Investors Services LLC boosted its holdings in Schneider National by 12.9% in the third quarter. MML Investors Services LLC now owns 26,987 shares of the company’s stock worth $770,000 after acquiring an additional 3,093 shares in the last quarter. Institutional investors own 28.54% of the company’s stock.

Insider Buying and Selling at Schneider National

In other Schneider National news, COO Mark B. Rourke sold 32,057 shares of the business’s stock in a transaction that occurred on Wednesday, November 27th. The shares were sold at an average price of $33.10, for a total value of $1,061,086.70. Following the completion of the transaction, the chief operating officer now owns 266,887 shares of the company’s stock, valued at $8,833,959.70. The trade was a 10.72 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Robert M. Reich, Jr. sold 6,250 shares of the stock in a transaction dated Wednesday, December 4th. The shares were sold at an average price of $31.69, for a total value of $198,062.50. Following the transaction, the chief accounting officer now owns 155,366 shares in the company, valued at $4,923,548.54. This trade represents a 3.87 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 66,555 shares of company stock worth $2,153,011 over the last ninety days. 18.83% of the stock is currently owned by company insiders.

Schneider National Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Friday, December 13th were given a $0.095 dividend. This represents a $0.38 dividend on an annualized basis and a yield of 1.34%. The ex-dividend date of this dividend was Friday, December 13th. Schneider National’s dividend payout ratio is currently 61.29%.

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.