Schneider National (NYSE:SNDR) Given New $33.00 Price Target at Robert W. Baird

Key Points

• Robert W. Baird raised its price target on Schneider National to $33 and kept an outperform rating, while other firms are mixed (Morgan Stanley $38/overweight) and the MarketBeat consensus remains a Hold with a $31.21 target.
• Q1 results showed EPS of $0.12 beating estimates by $0.01, but revenue missed at $1.24B versus $1.42B expected; Schneider set FY2026 guidance of $0.70–1.00 EPS (analyst average 0.87).
• The board approved a $150 million share repurchase plan (up to ~2.9% of shares), while institutional investors own ~28.5% and insiders own ~23.6% of the stock.

Schneider National (NYSE:SNDR - Get Free Report) had its price objective increased by analysts at Robert W. Baird from $30.00 to $33.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has an "outperform" rating on the stock. Robert W. Baird's price objective would indicate a potential upside of 5.23% from the stock's previous close.

Other equities analysts have also recently issued research reports about the company. Morgan Stanley raised their target price on Schneider National from $36.00 to $38.00 and gave the stock an "overweight" rating in a report on Friday, April 17th. JPMorgan Chase & Co. lifted their price objective on Schneider National from $26.00 to $31.00 and gave the company a "neutral" rating in a report on Friday. Weiss Ratings reiterated a "hold (c)" rating on shares of Schneider National in a report on Friday, March 27th. Benchmark reiterated a "buy" rating on shares of Schneider National in a report on Thursday, January 15th. Finally, Citigroup reiterated a "neutral" rating on shares of Schneider National in a report on Monday. Seven investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $31.21.

Schneider National Price Performance

Shares of SNDR opened at $31.36 on Monday. The company has a current ratio of 2.13, a quick ratio of 1.95 and a debt-to-equity ratio of 0.13. Schneider National has a 1 year low of $20.11 and a 1 year high of $33.34. The stock has a market cap of $5.50 billion, a P/E ratio of 56.00, a price-to-earnings-growth ratio of 0.91 and a beta of 1.14. The stock's 50-day moving average price is $27.24 and its two-hundred day moving average price is $26.40.

Schneider National (NYSE:SNDR - Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $0.12 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 analysts' expectations of $1.42 billion. During the same quarter last year, the business earned $0.16 earnings per share. The company's revenue was down .2% compared to the same quarter last year. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS. On average, equities analysts predict that Schneider National will post 0.87 earnings per share for the current year.

Schneider National announced that its Board of Directors has initiated a share buyback plan on Wednesday, January 28th that permits the company to repurchase $150.00 million in outstanding shares. This repurchase authorization permits the company to buy up to 2.9% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company's board believes its shares are undervalued.

Insider Transactions at Schneider National

In related news, CFO Darrell George Campbell sold 6,000 shares of Schneider National stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $28.89, for a total value of $173,340.00. Following the sale, the chief financial officer owned 66,275 shares of the company's stock, valued at approximately $1,914,684.75. This trade represents a 8.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 23.64% of the company's stock.

Institutional Investors Weigh In On Schneider National

A number of hedge funds and other institutional investors have recently bought and sold shares of SNDR. Vaughan Nelson Investment Management L.P. acquired a new stake in Schneider National in the 4th quarter valued at approximately $29,469,000. Balyasny Asset Management L.P. acquired a new stake in Schneider National in the 2nd quarter valued at approximately $26,393,000. Bank of New York Mellon Corp increased its position in shares of Schneider National by 145.4% during 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 purchasing an additional 1,076,184 shares during the last quarter. AQR Capital Management LLC increased 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 purchasing an additional 817,259 shares during the last quarter. Finally, Gotham Asset Management LLC increased 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 purchasing an additional 683,298 shares during the last quarter. Institutional investors and hedge funds own 28.54% of the company's stock.

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.

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