Schneider National (NYSE:SNDR) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan Chase & Co. raised its price target on Schneider National from $26 to $31 while keeping a "neutral" rating, with that $31 target implying about a 2.35% downside from the stock's current level.
• Schneider reported Q1 EPS of $0.12 (beating $0.11) but missed revenue expectations ($1.24B vs. ~$1.42B), and set FY‑2026 guidance of $0.70–$1.00 per share—a wide range that signals continued uncertainty versus consensus (~$0.86).
• The company authorized a $150 million share buyback (up to ~2.9% of shares) and declared a $0.10 quarterly dividend, while insiders trimmed holdings and institutional ownership remains material (~28–31%).

Schneider National (NYSE:SNDR - Get Free Report) had its price objective hoisted by research analysts at JPMorgan Chase & Co. from $26.00 to $31.00 in a report released on Friday,Benzinga reports. The firm presently has a "neutral" rating on the stock. JPMorgan Chase & Co.'s price objective suggests a potential downside of 2.35% from the stock's current price.

A number of other equities analysts also recently commented on the company. Zacks Research raised Schneider National from a "strong sell" rating to a "hold" rating in a research report on Monday, April 6th. TD Cowen boosted their price objective on Schneider National from $30.00 to $32.00 and gave the stock a "buy" rating in a research report on Friday. Raymond James Financial reissued a "market perform" rating on shares of Schneider National in a research report on Monday, April 20th. Wells Fargo & Company boosted their price objective on Schneider National from $25.00 to $33.00 and gave the stock an "equal weight" rating in a research report on Friday. Finally, Stifel Nicolaus downgraded Schneider National from a "buy" rating to a "hold" rating and lowered their price objective for the stock from $32.00 to $26.00 in a research report on Tuesday, February 3rd. One research 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's stock. According to MarketBeat.com, Schneider National has a consensus rating of "Hold" and an average price target of $30.86.

Schneider National Trading Up 2.1%

SNDR traded up $0.66 on Friday, hitting $31.75. The company had a trading volume of 458,378 shares, compared to its average volume of 1,010,731. The firm has a market cap of $5.57 billion, a P/E ratio of 53.79, 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 $33.34. The company's fifty day moving average price is $27.24 and its 200 day moving average price is $26.34. 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 (NYSE:SNDR - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.01. The firm had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.42 billion. Schneider National had a net margin of 1.83% and a return on equity of 3.66%. Schneider National's revenue was down .2% on a year-over-year basis. During the same period in the previous year, the firm earned $0.16 EPS. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS. As a group, equities analysts expect 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 share buyback plan 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 shares through open market purchases. Shares repurchase plans are typically a sign that the company's leadership believes its stock is undervalued.

Insider Transactions at Schneider National

In other news, CFO Darrell George Campbell sold 6,000 shares of the 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 completion of the sale, the chief financial officer directly owned 66,275 shares of the company's stock, valued at approximately $1,914,684.75. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 23.64% of the stock is owned by company insiders.

Institutional Investors Weigh In On Schneider National

Several large investors have recently modified their holdings of the company. Dimensional Fund Advisors LP boosted its holdings in shares of Schneider National by 1.7% in the fourth quarter. Dimensional Fund Advisors LP now owns 4,857,023 shares of the company's stock valued at $128,859,000 after acquiring an additional 83,356 shares during the period. Deprince Race & Zollo Inc. boosted its holdings in shares of Schneider National by 18.3% in the first quarter. Deprince Race & Zollo Inc. now owns 2,160,106 shares of the company's stock valued at $56,940,000 after acquiring an additional 334,572 shares during the period. First Trust Advisors LP boosted its holdings in shares of Schneider National by 4.2% in the fourth quarter. First Trust Advisors LP now owns 2,147,314 shares of the company's stock valued at $56,968,000 after acquiring an additional 87,084 shares during the period. AQR Capital Management LLC boosted its holdings in shares of Schneider National by 64.9% in the fourth quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company's stock valued at $55,115,000 after acquiring an additional 817,259 shares during the period. Finally, Bank of New York Mellon Corp boosted its holdings in shares of Schneider National by 145.4% in the fourth quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company's stock valued at $48,181,000 after acquiring an additional 1,076,184 shares during the period. 28.54% of the stock is owned by institutional investors and hedge funds.

Schneider National News Roundup

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

• Positive Sentiment: Wells Fargo raised its price target on SNDR to $33 (from $25) and kept an "equal weight" rating — a signal that a major shop sees higher valuation potential, supporting buying interest. Benzinga
• Positive Sentiment: Schneider declared a quarterly cash dividend of $0.10 per share (record June 12, pay July 10), providing income support and appealing to yield‑sensitive shareholders. TipRanks: Dividend Announcement
• Positive Sentiment: Q1 EPS of $0.12 beat the consensus $0.11, showing some profit resilience despite tougher top-line trends. Zacks: Q1 Earnings Beat
• Neutral Sentiment: TD Cowen also raised its price target to $32 and retains a "buy" rating, but the new target is slightly below recent levels — mixed analyst signal that tempers enthusiasm. The Fly
• Neutral Sentiment: Company released the Q1 press release, slide deck and call transcript — useful for parsing margin drivers and cost actions cited by management; these materials can clarify execution vs. market commentary. Q1 Press Release / Slide Deck
• Negative Sentiment: Revenue for Q1 was $1.24B versus consensus ~$1.42B — a notable miss and a small YoY decline, indicating demand softness or volume pressure in the quarter. MarketBeat: Q1 Results
• Negative Sentiment: FY‑2026 EPS guidance was set to $0.70–$1.00 (consensus ~0.85) — a wide range that signals uncertainty and includes outcomes below expectations, which can pressure valuation until visibility improves. BusinessWire: Q1 Results & Guidance

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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