Research Analysts Offer Predictions for SNDR FY2026 Earnings

Key Points

• Analysts at Zacks Research have revised Schneider National's FY2026 earnings estimate down to $1.22 per share, from a previous estimate of $1.24, maintaining a "Strong Sell" rating.
• JPMorgan Chase & Co. has adjusted their price target on Schneider National from $27.00 to $28.00, while other firms have varied ratings from "buy" to "neutral."
• Schneider National recently announced a quarterly dividend of $0.095 per share, representing a 1.7% yield, with a payout ratio of 54.29%.

Schneider National, Inc. (NYSE:SNDR - Free Report) - Analysts at Zacks Research dropped their FY2026 earnings per share (EPS) estimates for Schneider National in a report issued on Tuesday, October 14th. Zacks Research analyst Team now expects that the company will post earnings per share of $1.22 for the year, down from their previous forecast of $1.24. Zacks Research has a "Strong Sell" rating on the stock. The consensus estimate for Schneider National's current full-year earnings is $1.12 per share. Zacks Research also issued estimates for Schneider National's Q4 2026 earnings at $0.33 EPS, Q1 2027 earnings at $0.42 EPS, Q2 2027 earnings at $0.55 EPS, Q3 2027 earnings at $0.65 EPS and FY2027 earnings at $2.22 EPS.

Several other research firms have also recently issued reports on SNDR. JPMorgan Chase & Co. raised their target price on Schneider National from $27.00 to $28.00 and gave the stock a "neutral" rating in a research note on Wednesday, October 8th. Erste Group Bank raised Schneider National from a "hold" rating to a "buy" rating in a research note on Thursday, September 11th. Stifel Nicolaus raised Schneider National from a "hold" rating to a "buy" rating and dropped their price objective for the company from $26.00 to $25.00 in a research note on Friday, October 3rd. Susquehanna dropped their price objective on Schneider National from $24.00 to $21.00 and set a "neutral" rating for the company in a research note on Wednesday, September 24th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Schneider National in a research note on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $27.00.

Schneider National Price Performance

SNDR stock opened at $22.47 on Wednesday. The business has a fifty day moving average of $23.49 and a two-hundred day moving average of $23.70. The company has a quick ratio of 1.77, a current ratio of 1.91 and a debt-to-equity ratio of 0.17. The stock has a market cap of $3.94 billion, a price-to-earnings ratio of 32.10, a price-to-earnings-growth ratio of 0.71 and a beta of 1.06. Schneider National has a 52-week low of $20.59 and a 52-week high of $33.90.

Schneider National (NYSE:SNDR - Get Free Report) last posted its earnings results on Thursday, July 31st. The company reported $0.21 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.21. The company had revenue of $1.42 billion during the quarter, compared to analysts' expectations of $1.41 billion. Schneider National had a return on equity of 4.39% and a net margin of 2.29%.The firm's quarterly revenue was up 7.9% compared to the same quarter last year. During the same quarter last year, the firm earned $0.21 earnings per share. Schneider National has set its FY 2025 guidance at 0.750-0.950 EPS.

Institutional Trading of Schneider National

Institutional investors have recently bought and sold shares of the business. WPG Advisers LLC purchased a new stake in Schneider National during the 1st quarter worth about $25,000. KBC Group NV purchased a new stake in Schneider National during the 1st quarter worth about $28,000. Quarry LP purchased a new stake in Schneider National during the 1st quarter worth about $32,000. Elevation Point Wealth Partners LLC purchased a new stake in Schneider National during the 2nd quarter worth about $37,000. Finally, CWM LLC lifted its holdings in Schneider National by 103.4% during the 1st quarter. CWM LLC now owns 3,513 shares of the company's stock worth $80,000 after buying an additional 1,786 shares during the last quarter. 28.54% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, EVP Thomas G. Jackson sold 36,596 shares of the business's stock in a transaction on Thursday, August 7th. The stock was sold at an average price of $24.36, for a total transaction of $891,478.56. Following the completion of the transaction, the executive vice president directly owned 72,870 shares of the company's stock, valued at $1,775,113.20. The trade was a 33.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 23.43% of the stock is owned by insiders.

Schneider National Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 9th. Investors of record on Friday, September 12th were paid a dividend of $0.095 per share. This represents a $0.38 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend was Friday, September 12th. Schneider National's payout ratio is presently 54.29%.

Schneider National Company Profile

Schneider National, Inc, together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations.

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