56,050 Shares of Schneider National, Inc. $SNDR Bought by Crystal Rock Capital Management

Key Points

• Crystal Rock Capital Management initiated a 56,050-share Schneider National stake valued at approximately $1.785 million, while institutional investors collectively own 28.54% of the company.
• Schneider National reported third-quarter revenue of $1.59 billion, up 9.2% year over year, but EPS of $0.29 narrowly missed estimates. Analysts maintain a consensus “Hold” rating with a $33.69 price target versus a recent share price of $29.30.
• The company will continue paying a quarterly dividend of $0.10 per share, equivalent to $0.40 annually and a yield of about 1.4%; management also announced an intermodal partnership with Norfolk Southern to expand capacity across the eastern U.S.

Crystal Rock Capital Management bought a new stake in Schneider National, Inc. (NYSE:SNDR - Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund bought 56,050 shares of the company's stock, valued at approximately $1,785,000. Schneider National makes up approximately 0.9% of Crystal Rock Capital Management's portfolio, making the stock its 28th biggest holding.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Quantinno Capital Management LP lifted its position in shares of Schneider National by 44.1% during 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. Deprince Race & Zollo Inc. boosted its stake in shares of Schneider National by 18.3% in the first quarter. Deprince Race & Zollo Inc. now owns 2,160,106 shares of the company's stock valued at $56,940,000 after purchasing an additional 334,572 shares during the period. Dimensional Fund Advisors LP grew its holdings in shares of Schneider National by 3.3% in the first quarter. Dimensional Fund Advisors LP now owns 5,015,141 shares of the company's stock valued at $132,195,000 after purchasing an additional 158,118 shares in the last quarter. First Trust Advisors LP grew its holdings in shares of Schneider National by 6.1% in the first quarter. First Trust Advisors LP now owns 2,277,720 shares of the company's stock valued at $60,041,000 after purchasing an additional 130,406 shares in the last quarter. Finally, Renaissance Technologies LLC grew its holdings in shares of 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 purchasing an additional 125,000 shares in the last quarter. 28.54% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

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

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. Weiss Ratings raised shares of Schneider National from a "hold (c-)" rating to a "hold (c)" rating in a research note on Thursday, August 6th. Susquehanna cut their price objective on Schneider National from $39.00 to $36.00 and set a "neutral" rating on the stock in a research report on Friday, July 31st. Benchmark reaffirmed a "buy" rating on shares of Schneider National in a research report on Thursday, July 16th. Citigroup reiterated a "cautious" rating on shares of Schneider National in a research note on Wednesday, October 7th. Finally, National Bank Financial set a $38.00 target price on Schneider National in a report on Friday, July 31st. Five research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $33.69.

Schneider National Stock Down 1.4%

Shares of Schneider National stock opened at $29.30 on Friday. The company has a quick ratio of 1.94, a current ratio of 2.03 and a debt-to-equity ratio of 0.13. Schneider National, Inc. has a 52-week low of $20.11 and a 52-week high of $39.27. The company has a market capitalization of $5.14 billion, a P/E ratio of 45.78, a P/E/G ratio of 0.67 and a beta of 1.21. The company has a 50 day moving average of $32.57 and a 200 day moving average of $31.90.

Schneider National (NYSE:SNDR - Get Free Report) last announced its quarterly earnings data on Thursday, October 29th. The company reported $0.29 EPS for the quarter, missing analysts' consensus estimates of $0.30 by ($0.01). Schneider National had a net margin of 1.92% and a return on equity of 3.89%. The firm had revenue of $1.59 billion during the quarter, compared to analysts' expectations of $1.58 billion. During the same period in the prior year, the company posted $0.12 earnings per share. The company's revenue for the quarter was up 9.2% on a year-over-year basis. As a group, research analysts forecast that Schneider National, Inc. will post 1.04 EPS for the current fiscal year.

Schneider National Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, January 12th. Investors of record on Friday, December 11th will be paid a dividend of $0.10 per share. The ex-dividend date is Friday, December 11th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.4%. Schneider National's payout ratio is presently 62.50%.

Key Stories Impacting Schneider National

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

• Positive Sentiment: Third-quarter adjusted EPS was $0.29, up from $0.12 a year earlier, while revenue of $1.59 billion exceeded the approximately $1.58 billion consensus estimate. Management said disciplined revenue management and improving freight-market conditions are supporting stronger earnings and margins. Schneider National Third Quarter 2026 Results
• Positive Sentiment: Schneider and Norfolk Southern announced a partnership to expand domestic intermodal capacity across the eastern U.S. Combining Schneider’s asset-based services with Norfolk Southern’s rail network could improve capacity, efficiency and supply-chain resilience, supporting longer-term growth. Norfolk Southern and Schneider Intermodal Partnership
• Neutral Sentiment: Schneider maintained its quarterly dividend at $0.10 per share, or $0.40 annually, representing a yield of about 1.4%. The payout provides income support but was unchanged and is unlikely to be a major new catalyst. Schneider National Dividend Announcement
• Neutral Sentiment: Analysts’ consensus price target is $33.69, above the recent trading level, suggesting potential upside; however, the target does not represent a new forecast or change in analyst sentiment. Schneider National Consensus Price Target
• Negative Sentiment: Third-quarter EPS of $0.29 was slightly below the $0.30 analyst consensus cited by several sources, despite the revenue beat. Full-year 2026 adjusted EPS guidance of $1.00–$1.10 has a midpoint of $1.05, marginally below the $1.06 FactSet estimate, which may have disappointed investors given the stock’s elevated valuation. Schneider National 2026 EPS 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.