Schneider National (NYSE:SNDR) Lowered to "Strong Sell" Rating by Zacks Research

Key Points

• Schneider National has been downgraded from a "hold" to a "strong sell" rating by Zacks Research, indicating a significant negative shift in investor sentiment.
• Analysts project earnings for Schneider National to fall between $0.33 and $2.22 EPS from Q4 2026 to FY2027, suggesting concerns about the company's future growth.
• The stock currently holds a consensus rating of "Hold" with a target price of $27.00, amidst mixed ratings from various research analysts.

Schneider National (NYSE:SNDR - Get Free Report) was downgraded by research analysts at Zacks Research from a "hold" rating to a "strong sell" rating in a research note issued to investors on Monday,Zacks.com reports. Zacks Research also issued estimates for Schneider National's Q4 2026 earnings at $0.33 EPS, FY2026 earnings at $1.22 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.

Other research analysts have also issued reports about the stock. Erste Group Bank upgraded shares of Schneider National from a "hold" rating to a "buy" rating in a research note on Thursday, September 11th. Baird R W upgraded shares of Schneider National to a "strong-buy" rating in a research note on Tuesday, July 1st. Evercore ISI dropped their price target on shares of Schneider National from $24.00 to $22.00 and set an "in-line" rating on the stock in a research note on Tuesday, September 30th. JPMorgan Chase & Co. boosted their price target on shares of Schneider National from $27.00 to $28.00 and gave the stock a "neutral" rating in a research note on Wednesday, October 8th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Schneider National in a research report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $27.00.

Schneider National Price Performance

Shares of NYSE:SNDR opened at $22.47 on Monday. Schneider National has a one year low of $20.59 and a one year high of $33.90. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.91. The company has a 50-day simple moving average of $23.49 and a 200-day simple moving average of $23.70. The stock has a market capitalization of $3.94 billion, a price-to-earnings ratio of 32.10, a PEG ratio of 0.71 and a beta of 1.06.

Schneider National (NYSE:SNDR - Get Free Report) last issued its quarterly earnings results on Thursday, July 31st. The company reported $0.21 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.21. Schneider National had a net margin of 2.29% and a return on equity of 4.39%. The business had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.41 billion. During the same period in the previous year, the business posted $0.21 earnings per share. The business's revenue was up 7.9% compared to the same quarter last year. Schneider National has set its FY 2025 guidance at 0.750-0.950 EPS. On average, analysts predict that Schneider National will post 1.12 EPS for the current year.

Insider Activity at Schneider National

In other news, EVP Thomas G. Jackson sold 36,596 shares of the stock in a transaction that occurred on Thursday, August 7th. The shares were sold at an average price of $24.36, for a total value of $891,478.56. Following the sale, the executive vice president directly owned 72,870 shares in the company, valued at $1,775,113.20. This represents a 33.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 23.43% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Schneider National

Institutional investors and hedge funds have recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC lifted its stake in shares of Schneider National by 9.0% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 17,843 shares of the company's stock valued at $408,000 after buying an additional 1,474 shares during the period. New York State Teachers Retirement System raised its stake in Schneider National by 33.6% during the first quarter. New York State Teachers Retirement System now owns 18,447 shares of the company's stock worth $422,000 after purchasing an additional 4,637 shares during the period. GAMMA Investing LLC raised its stake in Schneider National by 1,128.3% during the first quarter. GAMMA Investing LLC now owns 16,041 shares of the company's stock worth $367,000 after purchasing an additional 14,735 shares during the period. Invesco Ltd. raised its stake in Schneider National by 1.5% during the first quarter. Invesco Ltd. now owns 580,860 shares of the company's stock worth $13,273,000 after purchasing an additional 8,677 shares during the period. Finally, Jump Financial LLC purchased a new position in Schneider National during the first quarter worth approximately $963,000. Hedge funds and other institutional investors own 28.54% of the company's stock.

About Schneider National

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.