Schneider National (NYSE:SNDR) Given New $31.00 Price Target at JPMorgan Chase & Co.

Schneider National (NYSE:SNDR) had its price target lifted by JPMorgan Chase & Co. from $26.00 to $31.00 in a research report sent to investors on Friday,Benzinga reports. JPMorgan Chase & Co. currently has a neutral rating on the stock.

Other equities analysts have also issued reports about the company. Stifel Nicolaus lowered Schneider National from a “buy” rating to a “hold” rating and reduced their price target for the stock from $32.00 to $26.00 in a research report on Tuesday, February 3rd. Wells Fargo & Company increased their price objective on Schneider National from $25.00 to $33.00 and gave the company an “equal weight” rating in a research note on Friday. TD Cowen raised their target price on shares of Schneider National from $30.00 to $32.00 and gave the stock a “buy” rating in a report on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Schneider National in a research note on Friday, March 27th. Finally, Morgan Stanley upped their price target on shares of Schneider National from $36.00 to $38.00 and gave the company an “overweight” rating in a report on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, Schneider National presently has an average rating of “Hold” and a consensus target price of $30.86.

Schneider National Trading Up 0.9%

NYSE SNDR traded up $0.27 during trading on Friday, hitting $31.36. 1,716,488 shares of the company’s stock traded hands, compared to its average volume of 1,098,126. The stock has a fifty day moving average of $27.24 and a two-hundred day moving average of $26.34. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.13 and a quick ratio of 1.95. Schneider National has a 12-month low of $20.11 and a 12-month high of $33.34. The firm has a market cap of $5.50 billion, a P/E ratio of 53.15, a PEG ratio of 0.90 and a beta of 1.05.

Schneider National (NYSE:SNDR) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.12 EPS for the quarter, topping the consensus estimate of $0.11 by $0.01. Schneider National had a return on equity of 3.45% and a net margin of 1.73%.The firm had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.42 billion. During the same quarter in the previous year, the business earned $0.16 earnings per share. The company’s quarterly revenue was down .2% on a year-over-year basis. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS. As a group, sell-side analysts expect that Schneider National will post 0.86 EPS for the current year.

Schneider National Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 10th. Shareholders of record on Friday, June 12th will be issued a $0.10 dividend. The ex-dividend date is Friday, June 12th. This represents a $0.40 annualized dividend and a yield of 1.3%. Schneider National’s dividend payout ratio (DPR) is 67.80%.

Schneider National announced that its Board of Directors has authorized a share buyback program on Wednesday, January 28th that allows the company to repurchase $150.00 million in outstanding shares. This repurchase authorization allows the company to repurchase up to 2.9% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s board believes its shares are undervalued.

Insider Activity

In other news, CFO Darrell George Campbell sold 6,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $28.89, for a total transaction of $173,340.00. Following the transaction, the chief financial officer directly owned 66,275 shares of the company’s stock, valued at approximately $1,914,684.75. The trade was a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 23.64% of the company’s stock.

Institutional Trading of Schneider National

Large investors have recently added to or reduced their stakes in the stock. Caitong International Asset Management Co. Ltd increased its position in Schneider National by 2,425.4% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after purchasing an additional 1,625 shares during the period. Global Retirement Partners LLC purchased a new stake in shares of Schneider National in the 4th quarter worth about $47,000. Farther Finance Advisors LLC boosted its stake in shares of Schneider National by 155.7% during the 4th quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock valued at $48,000 after purchasing an additional 1,110 shares in the last quarter. SJS Investment Consulting Inc. boosted its stake in shares of Schneider National by 695.0% during the 1st quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company’s stock valued at $54,000 after purchasing an additional 1,800 shares in the last quarter. Finally, Quarry LP increased its position in shares of Schneider National by 36.7% during the third quarter. Quarry LP now owns 3,404 shares of the company’s stock valued at $72,000 after buying an additional 913 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: Analyst price-target/upgrades lifted sentiment — TD Cowen raised its target to $32 and kept a Buy rating, Wells Fargo raised its target to $33 (Equal Weight), and JPMorgan raised its target to $31 (Neutral). Analyst moves likely provided buying support. Benzinga The Fly
• Positive Sentiment: Small EPS beat — SNDR reported $0.12 EPS vs. consensus $0.11, which can calm near-term earnings concerns despite weaker top-line performance. Zacks: Q1 Earnings Beat
• Positive Sentiment: Quarterly dividend declared ($0.10/share; ~1.3% yield) — supports income-oriented holders and signals board confidence in cash flow. TipRanks
• Neutral Sentiment: FY26 EPS guidance set to $0.70–$1.00 — the midpoint (~$0.85) lines up with Street estimates, leaving outlook ambiguous; investors must watch demand trends (guidance range is wide). Company Guidance (Slide Deck)
• Neutral Sentiment: Management tone constructive — executives cited signs of supply tightening and productivity gains (Network productivity, Intermodal volume growth) but framed demand uncertainty as the key swing factor. Business Wire: Q1 Release
• Negative Sentiment: Revenue missed expectations — Q1 revenue $1.24B vs. consensus ~$1.42B, signaling demand softness and weighing on near-term growth assumptions. Company Release / Slides
• Negative Sentiment: Margin pressure and operating weakness — operating income fell ~20% YoY and the company reported broad margin compression across segments; these fundamentals increase execution risk and could pressure multiples. Seeking Alpha: Margin Analysis

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.