Arrowstreet Capital Limited Partnership Trims Position in Schneider National, Inc. $SNDR

Key Points

• Arrowstreet Capital cut its Schneider National stake by 49.4% in the first quarter, selling 230,528 shares and retaining 235,693 shares valued at approximately $6.2 million. Institutional investors collectively own 28.54% of the company.
• Schneider National reported quarterly EPS of $0.29, beating estimates of $0.23, while revenue rose 10.4% year over year to $1.33 billion but came in below the $1.52 billion consensus estimate. The company reaffirmed fiscal 2026 EPS guidance of $0.90–$1.10.
• The company declared a quarterly dividend of $0.10 per share, equivalent to $0.40 annually and a 1.1% yield. Analyst sentiment remains cautious, with an average “Hold” rating and a consensus price target of $34.15 versus the referenced share price of $35.79.

Arrowstreet Capital Limited Partnership trimmed its stake in Schneider National, Inc. (NYSE:SNDR - Free Report) by 49.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 235,693 shares of the company's stock after selling 230,528 shares during the period. Arrowstreet Capital Limited Partnership owned about 0.13% of Schneider National worth $6,213,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in SNDR. Balyasny Asset Management L.P. bought a new position in Schneider National in the second quarter worth approximately $26,393,000. Bank of New York Mellon Corp lifted its holdings in shares of Schneider National by 145.4% in the 4th quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company's stock worth $48,181,000 after buying an additional 1,076,184 shares during the period. AQR Capital Management LLC grew its position in shares of Schneider National by 64.9% during the 4th quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company's stock worth $55,115,000 after buying an additional 817,259 shares in the last quarter. Gotham Asset Management LLC grew its position in shares of Schneider National by 396.1% during the 3rd quarter. Gotham Asset Management LLC now owns 855,802 shares of the company's stock worth $18,109,000 after buying an additional 683,298 shares in the last quarter. Finally, Quantinno Capital Management LP increased its stake in shares of Schneider National by 644.7% during the second quarter. Quantinno Capital Management LP now owns 620,714 shares of the company's stock valued at $14,990,000 after buying an additional 537,364 shares during the period. 28.54% of the stock is currently owned by institutional investors.

Schneider National Trading Up 0.1%

Shares of NYSE SNDR opened at $35.79 on Monday. Schneider National, Inc. has a 1-year low of $20.11 and a 1-year high of $39.27. The business has a fifty day moving average price of $36.48 and a 200 day moving average price of $31.33. The stock has a market capitalization of $6.27 billion, a P/E ratio of 55.92, a price-to-earnings-growth ratio of 0.89 and a beta of 1.17. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.83.

Schneider National (NYSE:SNDR - Get Free Report) last posted its earnings results on Thursday, July 30th. The company reported $0.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.06. The company had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.52 billion. Schneider National had a return on equity of 3.89% and a net margin of 1.92%.The firm's quarterly revenue was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.21 earnings per share. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS. Equities research analysts expect that Schneider National, Inc. will post 1 EPS for the current fiscal year.

Schneider National Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 11th will be given a $0.10 dividend. The ex-dividend date of this dividend is Friday, September 11th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.1%. Schneider National's payout ratio is presently 62.50%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on SNDR. Zacks Research upgraded Schneider National from a "hold" rating to a "strong-buy" rating in a report on Monday, July 13th. Raymond James Financial reiterated a "market perform" rating on shares of Schneider National in a report on Monday, April 20th. Wells Fargo & Company raised their target price on shares of Schneider National from $33.00 to $38.00 and gave the company an "equal weight" rating in a research report on Friday, June 5th. Robert W. Baird boosted their price target on shares of Schneider National from $35.00 to $39.00 and gave the company an "outperform" rating in a report on Wednesday, June 17th. Finally, Susquehanna lowered their price target on shares of Schneider National from $39.00 to $36.00 and set a "neutral" rating for the company in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, Schneider National currently has an average rating of "Hold" and an average target price of $34.15.

Insider Transactions at Schneider National

In related news, VP Magnin Shelly A. Dumas sold 2,425 shares of the business's stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $30.90, for a total transaction of $74,932.50. Following the completion of the transaction, the vice president owned 24,697 shares in the company, valued at $763,137.30. The trade was a 8.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Shaleen Devgun sold 8,352 shares of the stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $38.59, for a total transaction of $322,303.68. Following the sale, the executive vice president directly owned 38,619 shares of the company's stock, valued at $1,490,307.21. The trade was a 17.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 31,048 shares of company stock valued at $1,150,304 in the last 90 days. Insiders own 23.64% of the company's stock.

More Schneider National News

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

• Positive Sentiment: Schneider reported second-quarter adjusted earnings of $0.29 per share, above estimates of $0.22–$0.23 and up from $0.21 a year earlier. Management attributed the improvement to disciplined revenue management, cost reductions and productivity initiatives. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Quarterly revenue increased 10.4% year over year to $1.33 billion, while the company highlighted improving earnings momentum across its transportation and logistics operations. Schneider National Announces Second Quarter 2026 Results
• Neutral Sentiment: Schneider reaffirmed fiscal 2026 EPS guidance of $0.90–$1.10, a range that includes the roughly $0.92 analyst consensus. This provides no clear guidance-driven catalyst, but preserves the possibility of results above expectations.
• Neutral Sentiment: JPMorgan raised its price target from $31 to $35 while maintaining a Neutral rating. The revised target remains slightly below the referenced trading level, signaling limited near-term upside in the firm’s view. Benzinga Analyst Price Target Update
• Negative Sentiment: Revenue of $1.33 billion fell well short of the $1.52 billion consensus estimate, indicating that the earnings beat was driven more by cost control and operational efficiency than by stronger-than-expected sales. Schneider National Quarterly Earnings Report
• Negative Sentiment: Susquehanna lowered its price target from $39 to $36 and kept a Neutral rating, suggesting only modest upside and reinforcing concerns about valuation and revenue performance. Ticker Report Analyst Price Target Update

Schneider National Company Profile

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.

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