Schneider National (NYSE:SNDR) Price Target Raised to $32.00 at TD Cowen

Key Points

• TD Cowen raised its price target on Schneider National to $32.00 and reiterated a buy rating, implying roughly a 2.8% upside from the current price.
• Schneider's Q1 results showed a slight EPS beat of $0.12 versus $0.11 expected but a revenue miss ($1.24B vs. ~ $1.42B), and management set FY‑2026 EPS guidance of $0.70–$1.00 (street ~ $0.85).
• The board authorized a $150 million share buyback (up to ~2.9% of shares) and declared a quarterly dividend of $0.10, while analysts' consensus rating remains a Hold with an average target of $29.36.

Schneider National (NYSE:SNDR - Get Free Report) had its target price raised by investment analysts at TD Cowen from $30.00 to $32.00 in a research note issued on Friday. The brokerage currently has a "buy" rating on the stock. TD Cowen's price target suggests a potential upside of 2.79% from the stock's current price.

A number of other equities analysts have also recently issued reports on the stock. Citigroup upgraded shares of Schneider National from a "sell" rating to a "neutral" rating and set a $27.00 price objective on the stock in a research report on Monday, March 9th. JPMorgan Chase & Co. dropped their target price on shares of Schneider National from $28.00 to $26.00 and set a "neutral" rating for the company in a report on Friday, January 30th. Stifel Nicolaus cut Schneider National from a "buy" rating to a "hold" rating and cut their target price for the stock from $32.00 to $26.00 in a research note on Tuesday, February 3rd. Raymond James Financial restated a "market perform" rating on shares of Schneider National in a report on Monday, April 20th. Finally, Benchmark reiterated a "buy" rating on shares of Schneider National in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $29.36.

Schneider National Price Performance

SNDR opened at $31.13 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.13 and a quick ratio of 1.95. The stock's 50 day simple moving average is $27.24 and its 200 day simple moving average is $26.34. The firm has a market cap of $5.46 billion, a price-to-earnings ratio of 52.76, a PEG ratio of 0.88 and a beta of 1.05. Schneider National has a 1 year low of $20.11 and a 1 year high of $31.56.

Schneider National (NYSE:SNDR - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.12 earnings per share for the quarter, beating analysts' consensus estimates of $0.11 by $0.01. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The firm had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.42 billion. During the same quarter in the prior year, the firm posted $0.16 earnings per share. The business's quarterly 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. As a group, analysts predict that Schneider National will post 0.86 earnings per share for the current year.

Schneider National declared that its Board of Directors has initiated a stock buyback program on Wednesday, January 28th that allows the company to repurchase $150.00 million in shares. This repurchase authorization allows the company to repurchase up to 2.9% of its stock through open market purchases. Stock repurchase programs are often an indication that the company's board of directors believes its shares are undervalued.

Insider Transactions at Schneider National

In related news, CFO Darrell George Campbell sold 6,000 shares of the business's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $28.89, for a total transaction of $173,340.00. Following the sale, the chief financial officer owned 66,275 shares of the company's stock, valued at $1,914,684.75. The trade was a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 23.64% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Schneider National

A number of institutional investors and hedge funds have recently made changes to their positions in SNDR. Caitong International Asset Management Co. Ltd lifted its holdings in shares of Schneider National by 2,425.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company's stock valued at $36,000 after purchasing an additional 1,625 shares during the last quarter. Global Retirement Partners LLC purchased a new position in Schneider National during the fourth quarter valued at $47,000. Farther Finance Advisors LLC boosted its holdings in Schneider National by 155.7% in the fourth quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company's stock worth $48,000 after acquiring an additional 1,110 shares in the last quarter. SJS Investment Consulting Inc. boosted its holdings in Schneider National by 695.0% in the first quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company's stock worth $54,000 after acquiring an additional 1,800 shares in the last quarter. Finally, Quarry LP grew its stake in shares of Schneider National by 36.7% in the third quarter. Quarry LP now owns 3,404 shares of the company's stock worth $72,000 after acquiring an additional 913 shares during the last quarter. Institutional investors own 28.54% of the company's stock.

Schneider National News Summary

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

• Positive Sentiment: Q1 EPS beat — Schneider reported $0.12 EPS vs. Street consensus ~$0.11, a small upside that signals better-than-expected profitability execution. Schneider National (SNDR) Q1 Earnings Beat Estimates
• Positive Sentiment: Dividend declared — Schneider announced a quarterly cash dividend of $0.10/share (ex-dividend June 12, payable July 10), providing income support and modestly boosting investor demand. Schneider National Declares Quarterly Cash Dividend for Shareholders
• Positive Sentiment: Management highlights cost and productivity gains — CEO commentary pointed to execution on cost actions and supply rationalization that should help margins as markets normalize. This supports confidence in near-term margin improvement. Schneider National, Inc. Announces First Quarter 2026 Results
• Neutral Sentiment: FY‑2026 EPS guidance set to $0.70–$1.00 (consensus ~ $0.85) — the range includes the street view but is wide, leaving room for upside or downside and producing mixed investor reactions. Schneider National, Inc. Announces First Quarter 2026 Results
• Negative Sentiment: Revenue missed expectations — Q1 revenue was $1.24B vs. analysts' ~$1.42B, and revenue was roughly flat year-over-year, a clear shortfall that can cap multiple expansion. Schneider National, Inc. Announces First Quarter 2026 Results
• Negative Sentiment: Q1 EPS declined year-over-year (from $0.16 to $0.12) and net margin remains thin (~1.8%), which leaves the stock vulnerable if revenue or pricing pressure persists. Schneider National (SNDR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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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