Schneider National (NYSE:SNDR) Stock Rating Cut to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen downgraded Schneider National from “Buy” to “Hold,” aligning with the broader analyst consensus; 11 analysts rate the stock Hold versus five Buys, with a consensus price target of $33.08.
• Schneider reported quarterly revenue of $1.59 billion, up 9.2% year over year, while EPS of $0.29 narrowly missed the $0.30 consensus estimate.
• Shares opened at $29.28, below the consensus target, but profitability remains modest; the company’s net margin was 2.38% and return on equity was 4.84%.

Schneider National (NYSE:SNDR - Get Free Report) was downgraded by analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a note issued to investors on Saturday, Wall Street Zen reports.

SNDR has been the subject of a number of other reports. Weiss Ratings upgraded Schneider National from a "hold (c-)" rating to a "hold (c)" rating in a report on Thursday, August 6th. National Bank Financial set a $38.00 price objective on Schneider National in a research report on Friday, July 31st. Stephens upgraded shares of Schneider National to a "hold" rating in a research note on Wednesday, July 8th. Susquehanna dropped their target price on shares of Schneider National from $39.00 to $36.00 and set a "neutral" rating on the stock in a research report on Friday, July 31st. Finally, JPMorgan Chase & Co. dropped their target price on shares of Schneider National from $35.00 to $30.00 and set a "neutral" rating on the stock in a research report on Monday, October 5th. Five analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $33.08.

Schneider National Trading Down 0.6%

Schneider National stock opened at $29.28 on Friday. Schneider National has a 52 week low of $20.11 and a 52 week high of $39.27. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.94 and a current ratio of 2.03. The firm has a market capitalization of $5.13 billion, a PE ratio of 36.15, a PEG ratio of 0.66 and a beta of 1.21. The business's 50-day simple moving average is $32.46 and its 200-day simple moving average is $31.90.

Schneider National (NYSE:SNDR - Get Free Report) last announced its earnings results on Thursday, October 29th. The company reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.30 by ($0.01). The business had revenue of $1.59 billion for the quarter, compared to the consensus estimate of $1.58 billion. Schneider National had a net margin of 2.38% and a return on equity of 4.84%. Schneider National's revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.12 EPS. Equities research analysts forecast that Schneider National will post 1.04 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Mark Rourke sold 52,682 shares of the business's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $35.94, for a total transaction of $1,893,391.08. Following the transaction, the insider directly owned 221,522 shares in the company, valued at $7,961,500.68. The trade was a 19.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 23.64% of the stock is currently owned by company insiders.

Institutional Trading of Schneider National

A number of hedge funds have recently modified their holdings of the company. WINTON GROUP Ltd acquired a new stake in shares of Schneider National during the 2nd quarter valued at about $942,000. Renaissance Technologies LLC increased its stake in Schneider National by 437.1% in the first quarter. Renaissance Technologies LLC now owns 153,600 shares of the company's stock valued at $4,049,000 after acquiring an additional 125,000 shares during the period. Edgestream Partners L.P. bought a new stake in Schneider National in the first quarter valued at about $2,995,000. Quantinno Capital Management LP raised its position in Schneider National by 44.1% in the first quarter. Quantinno Capital Management LP now owns 1,993,186 shares of the company's stock worth $52,540,000 after purchasing an additional 610,020 shares in the last quarter. Finally, Great Lakes Advisors LLC acquired a new position in Schneider National in the second quarter worth about $3,300,000. Institutional investors own 28.54% of the company's stock.

Key Schneider National News

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

• Positive Sentiment: Third-quarter revenue increased 9.2% year over year to $1.59 billion, exceeding the $1.58 billion consensus estimate. EPS of $0.29 more than doubled from $0.12 a year ago, although it was slightly below some analyst estimates. Schneider National Third-Quarter Results
• Positive Sentiment: Intermodal strength helped offset weakness elsewhere in the business, supporting management’s view that disciplined pricing and improving freight conditions can drive better margins. Schneider National Q3 Mixed Results
• Positive Sentiment: Schneider is partnering with Norfolk Southern to expand domestic intermodal capacity across the eastern United States. Norfolk Southern is expected to become Schneider’s primary Eastern intermodal rail provider beginning January 1, 2027, creating potential for greater network efficiency and scalable growth. Norfolk Southern and Schneider Partnership
• Neutral Sentiment: Management forecast 2026 adjusted EPS of $1.00 to $1.10, broadly around the $1.06 FactSet consensus. The outlook suggests improvement but does not provide a significant upside surprise. Schneider 2026 EPS Outlook
• Neutral Sentiment: The company maintained its quarterly dividend at $0.10 per share, or $0.40 annually, providing income support but offering a relatively modest 1.4% yield. Schneider National Dividend
• Negative Sentiment: Wells Fargo lowered its SNDR price target from $35 to $31 and maintained an “equal weight” rating, signaling limited expected upside from current levels. Wells Fargo Schneider National Rating
• Negative Sentiment: EPS narrowly missed the broader analyst consensus, while net margin remained low at 1.92% and return on equity was just 3.89%. With shares valued at roughly 46 times earnings, investors may be demanding stronger profitability and guidance.

Schneider National Company Profile

Schneider National, Inc NYSE: SNDR is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider's services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.

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