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

Schneider National (NYSE:SNDR) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 0.700-1.000 for the period, compared to the consensus estimate of 1.080. The company issued revenue guidance of -.

Schneider National Stock Down 8.8%

NYSE SNDR traded down $2.60 during trading on Friday, reaching $27.11. The company’s stock had a trading volume of 1,025,052 shares, compared to its average volume of 833,892. The business has a 50-day moving average price of $27.00 and a 200-day moving average price of $24.67. The company has a current ratio of 2.11, a quick ratio of 1.93 and a debt-to-equity ratio of 0.17. Schneider National has a 1-year low of $20.11 and a 1-year high of $30.98. The stock has a market capitalization of $4.75 billion, a PE ratio of 42.88, a PEG ratio of 0.76 and a beta of 1.08.

Schneider National (NYSE:SNDR) last issued its quarterly earnings data on Thursday, January 29th. The company reported $0.13 earnings per share for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08). The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.45 billion. Schneider National had a return on equity of 4.04% and a net margin of 2.03%.Schneider National’s quarterly revenue was up 4.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.20 earnings per share. On average, research analysts forecast that Schneider National will post 1.12 earnings per share for the current fiscal year.

Schneider National Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Friday, March 13th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $0.40 dividend on an annualized basis and a yield of 1.5%. This is an increase from Schneider National’s previous quarterly dividend of $0.10. Schneider National’s payout ratio is currently 59.38%.

Schneider National declared that its board has initiated a stock repurchase plan on Wednesday, January 28th that permits the company to repurchase $150.00 million in outstanding shares. This repurchase authorization permits the company to reacquire up to 2.9% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

SNDR has been the topic of several recent research reports. Wells Fargo & Company reduced their price target on Schneider National from $30.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Friday. National Bankshares set a $21.00 price target on Schneider National in a research report on Friday, October 31st. Weiss Ratings reissued a “hold (c)” rating on shares of Schneider National in a research note on Monday, December 29th. Raymond James Financial upgraded shares of Schneider National from a “market perform” rating to an “outperform” rating and set a $28.00 price objective on the stock in a report on Wednesday, December 3rd. Finally, Bank of America upgraded Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 price target on the stock in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $28.93.

Schneider National News Roundup

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

• Positive Sentiment: Board authorized a $150 million share repurchase program (up to ~2.9% of shares), which signals management believes the stock is undervalued and can support buybacks. Article Title
• Positive Sentiment: Analyst support: TD Cowen trimmed its price target from $31 to $30 but maintained a “buy” rating, implying upside from current levels and continued analyst confidence. (No link provided)
• Positive Sentiment: Dividend maintained/increased: Schneider announced a quarterly dividend (raised slightly), continuing shareholder returns and yielding ~1.3% annually. (Company release summarized above)
• Neutral Sentiment: Leadership transition announced: CEO Mark Rourke will become Executive Chairman and Jim Filter will be President & CEO effective July 1, 2026 — a planned succession intended to preserve continuity; could be neutral-to-positive over time. Article Title
• Neutral Sentiment: Analyses and valuation pieces are circulating assessing SNDR after recent moves; these provide context but don’t add new company-specific catalysts. Article Title
• Negative Sentiment: Q4 results missed expectations: Q4 EPS $0.13 vs. consensus $0.21 and revenue $1.25B vs. ~$1.45B estimate; management cited softer market volumes and a truncated peak season. Article Title
• Negative Sentiment: FY2026 EPS guidance cut: Schneider updated fiscal‑year 2026 EPS guidance to $0.70–$1.00 vs. street consensus ~$1.08, reducing near-term earnings visibility and fueling the sell-off. (Guidance noted in company releases and call)
• Negative Sentiment: Market reaction and coverage: Multiple outlets report shares falling after the earnings miss and soft outlook, reflecting investor concern about demand trends and 2026 profitability. Article Title

Institutional Investors Weigh In On Schneider National

Several hedge funds have recently bought and sold shares of SNDR. Balyasny Asset Management L.P. purchased a new position in Schneider National during the second quarter valued at $26,393,000. Gotham Asset Management LLC grew its position in Schneider National by 396.1% during the third quarter. Gotham Asset Management LLC now owns 855,802 shares of the company’s stock valued at $18,109,000 after buying an additional 683,298 shares during the period. Quantinno Capital Management LP grew its position in shares of Schneider National by 644.7% during the 2nd quarter. Quantinno Capital Management LP now owns 620,714 shares of the company’s stock valued at $14,990,000 after acquiring an additional 537,364 shares during the period. Millennium Management LLC bought a new position in Schneider National in the 1st quarter worth $7,477,000. Finally, Qube Research & Technologies Ltd grew its stake in shares of Schneider National by 1,248.4% during the 3rd quarter. Qube Research & Technologies Ltd now owns 293,568 shares of the company’s stock valued at $6,212,000 after acquiring an additional 271,796 shares during the period. 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.