Schneider National (NYSE:SNDR) VP Magnin Shelly Dumas Sells 2,425 Shares

Key Points

• Insider sale: Schneider National VP Magnin Shelly Dumas sold 2,425 shares on May 6 at an average price of $30.90 for $74,932.50, reducing her stake by 8.94% to 24,697 shares, as disclosed in an SEC filing.
• Q1 results and guidance: The company posted Q1 EPS of $0.12 (vs. $0.11 expected) but missed revenue estimates at $1.24B, and set FY2026 guidance of $0.70–1.00 EPS (analysts expect ~0.9 EPS).
• Capital returns and stock profile: The board approved a $150M share repurchase program (~2.9% of shares), the company pays a $0.10 quarterly dividend (≈1.3% yield, DPR ~71%), and the stock trades near $31 with a $5.43B market cap.

Schneider National, Inc. (NYSE:SNDR - Get Free Report) VP Magnin Shelly Dumas sold 2,425 shares of the firm's stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total transaction of $74,932.50. Following the sale, the vice president owned 24,697 shares of the company's stock, valued at $763,137.30. The trade was a 8.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Schneider National Trading Up 1.0%

Schneider National stock traded up $0.31 during midday trading on Friday, reaching $30.96. The stock had a trading volume of 227,976 shares, compared to its average volume of 1,018,108. The firm's fifty day simple moving average is $27.40 and its two-hundred day simple moving average is $26.55. Schneider National, Inc. has a twelve month low of $20.11 and a twelve month high of $33.34. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.95. The firm has a market cap of $5.43 billion, a price-to-earnings ratio of 55.29, a PEG ratio of 0.86 and a beta of 1.14.

Schneider National (NYSE:SNDR - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $0.12 EPS for the quarter, topping analysts' consensus estimates of $0.11 by $0.01. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The firm had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.42 billion. During the same quarter last year, the business posted $0.16 EPS. The company's revenue was down .2% on a year-over-year basis. Schneider National has set its FY 2026 guidance at 0.700-1.00 EPS. Equities analysts anticipate that Schneider National, Inc. will post 0.9 EPS for the current fiscal year.

Schneider National declared that its board has approved a share repurchase program on Wednesday, January 28th that permits the company to repurchase $150.00 million in shares. This repurchase authorization permits the company to reacquire up to 2.9% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company's board believes its stock is undervalued.

Schneider National Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Friday, June 12th will be paid a $0.10 dividend. The ex-dividend date of this dividend is Friday, June 12th. This represents a $0.40 dividend on an annualized basis and a yield of 1.3%. Schneider National's dividend payout ratio (DPR) is currently 71.43%.

Hedge Funds Weigh In On Schneider National

Several institutional investors have recently bought and sold shares of SNDR. Vaughan Nelson Investment Management L.P. acquired a new stake in shares of Schneider National in the fourth quarter worth about $29,469,000. Balyasny Asset Management L.P. acquired a new stake in shares of Schneider National in the second quarter worth about $26,393,000. Bank of New York Mellon Corp lifted its position 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 worth $48,181,000 after buying an additional 1,076,184 shares during the last quarter. AQR Capital Management LLC raised its holdings in Schneider National by 64.9% in the 4th quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company's stock worth $55,115,000 after acquiring an additional 817,259 shares during the period. Finally, Gotham Asset Management LLC raised its holdings in Schneider National by 396.1% in the 3rd quarter. Gotham Asset Management LLC now owns 855,802 shares of the company's stock worth $18,109,000 after acquiring an additional 683,298 shares during the period. 28.54% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

SNDR has been the subject of a number of recent analyst reports. Stifel Nicolaus lowered shares of Schneider National from a "buy" rating to a "hold" rating and decreased their price objective for the stock from $32.00 to $26.00 in a research note on Tuesday, February 3rd. Evercore increased their target price on shares of Schneider National from $21.00 to $30.00 and gave the stock an "in-line" rating in a research report on Tuesday, January 13th. Wells Fargo & Company increased their target price on shares of Schneider National from $25.00 to $33.00 and gave the stock an "equal weight" rating in a research report on Friday, May 1st. TD Cowen increased their target price on shares of Schneider National from $30.00 to $32.00 and gave the stock a "buy" rating in a research report on Friday, May 1st. Finally, JPMorgan Chase & Co. increased their target price on shares of Schneider National from $26.00 to $31.00 and gave the stock a "neutral" rating in a research report on Friday, May 1st. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, Schneider National currently has a consensus rating of "Hold" and a consensus target price of $31.64.

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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