Schneider National (NYSE:SNDR) Shares Gap Up Following Earnings Beat

Key Points

• Schneider National shares gapped up (opened at $33.34 vs. prior close $31.09) after reporting Q1 EPS of $0.12, beating the $0.11 consensus.
• The company missed revenue expectations with $1.24 billion vs. roughly $1.42 billion consensus and set FY2026 EPS guidance of $0.70–$1.00, below street estimates.
• Schneider's board authorized a $150 million share buyback (≈2.9% of shares) and declared a quarterly dividend of $0.10 ($0.40 annualized, ~1.2% yield).

Schneider National, Inc. (NYSE:SNDR - Get Free Report) shares gapped up prior to trading on Friday following a stronger than expected earnings report. The stock had previously closed at $31.09, but opened at $33.34. Schneider National shares last traded at $33.0180, with a volume of 85,307 shares traded.

The company reported $0.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.11 by $0.01. The business had revenue of $1.24 billion during the quarter, compared to analysts' expectations of $1.42 billion. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The business's quarterly revenue was down .2% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.16 EPS. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS.

Schneider National Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 10th. Stockholders of record on Friday, June 12th will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, June 12th. Schneider National's payout ratio is presently 67.80%.

Schneider National announced that its board has authorized a stock buyback plan on Wednesday, January 28th that permits the company to repurchase $150.00 million in shares. This repurchase authorization permits the company to repurchase up to 2.9% of its shares through open market purchases. Shares repurchase plans are often a sign that the company's board believes its shares are undervalued.

Trending Headlines about Schneider National

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

• Positive Sentiment: TD Cowen raised its price target to $32.00 and kept a "buy" rating, which supports near-term upside and likely helped buying interest. (Firm note)
• Positive Sentiment: Schneider declared a quarterly cash dividend of $0.10/share (annualized ~1.3% yield), with record/ex-dividend timing that can attract income-focused holders. Schneider National Declares Quarterly Cash Dividend for Shareholders
• Positive Sentiment: Q1 EPS of $0.12 beat the consensus $0.11, showing margin execution after cost and productivity actions. Schneider National (SNDR) Q1 Earnings Beat Estimates
• Neutral Sentiment: Earnings call and full transcript are available for investors digging into guidance detail and management commentary. Schneider (SNDR) Q1 2026 Earnings Transcript
• Neutral Sentiment: Company press release and slides provide the official Q1 results and context on market normalization and cost actions. Schneider National, Inc. Announces First-Quarter 2026 Results
• Negative Sentiment: Revenue missed expectations—$1.24B vs. ~$1.42B consensus—and was slightly down year-over-year; management set FY2026 EPS guidance of $0.70–$1.00 (below the ~0.85 consensus), which is a key near-term headwind for valuation. View Press Release

Analysts Set New Price Targets

Several analysts have commented on the company. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Schneider National in a research note on Friday, March 27th. Susquehanna upped their price objective on Schneider National from $28.00 to $34.00 and gave the company a "neutral" rating in a research note on Wednesday, April 22nd. Benchmark reaffirmed a "buy" rating on shares of Schneider National in a research note on Thursday, January 15th. Raymond James Financial reaffirmed a "market perform" rating on shares of Schneider National in a research note on Monday, April 20th. Finally, Wells Fargo & Company reduced their price objective on Schneider National from $30.00 to $25.00 and set an "equal weight" rating for the company in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, Schneider National has a consensus rating of "Hold" and an average target price of $29.93.

Insider Buying and Selling at Schneider National

In related news, CFO Darrell George Campbell sold 6,000 shares of the company's 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 in the company, valued at $1,914,684.75. This represents a 8.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 23.64% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Schneider National

A number of institutional investors and hedge funds have recently modified their holdings of SNDR. Amalgamated Bank raised its position in Schneider National by 3.2% in the third quarter. Amalgamated Bank now owns 14,768 shares of the company's stock valued at $312,000 after purchasing an additional 462 shares during the period. Envestnet Portfolio Solutions Inc. raised its position in Schneider National by 5.9% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 12,009 shares of the company's stock valued at $319,000 after purchasing an additional 674 shares during the period. Baker Avenue Asset Management LP raised its position in Schneider National by 7.2% in the fourth quarter. Baker Avenue Asset Management LP now owns 11,409 shares of the company's stock valued at $303,000 after purchasing an additional 764 shares during the period. Teza Capital Management LLC raised its position in Schneider National by 6.2% in the second quarter. Teza Capital Management LLC now owns 13,719 shares of the company's stock valued at $331,000 after purchasing an additional 802 shares during the period. Finally, Raymond James Financial Inc. grew its stake in shares of Schneider National by 0.5% during the second quarter. Raymond James Financial Inc. now owns 183,179 shares of the company's stock valued at $4,424,000 after acquiring an additional 835 shares in the last quarter. Institutional investors and hedge funds own 28.54% of the company's stock.

Schneider National Stock Up 6.2%

The firm has a 50 day moving average price of $27.24 and a two-hundred day moving average price of $26.34. The company has a quick ratio of 1.95, a current ratio of 2.13 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $5.79 billion, a price-to-earnings ratio of 56.01, a P/E/G ratio of 0.88 and a beta of 1.05.

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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