Wells Fargo & Company Increases Schneider National (NYSE:SNDR) Price Target to $33.00

Key Points

• Wells Fargo raised its price target on Schneider National to $33.00 (from $25.00) and kept an "equal weight" rating, implying roughly a 3.3% upside from the prior close.
• Schneider's Q1 results showed EPS of $0.12 beating the $0.11 consensus, but revenue missed at $1.24B versus ~$1.42B and management set FY2026 guidance of $0.70–$1.00, which may pressure near‑term valuation.
• The board authorized a $150 million share buyback (about 2.9% of shares) and declared a quarterly $0.10 dividend, while analysts maintain a consensus "Hold" rating with an average target of $30.50.

Schneider National (NYSE:SNDR - Get Free Report) had its target price boosted by research analysts at Wells Fargo & Company from $25.00 to $33.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an "equal weight" rating on the stock. Wells Fargo & Company's price objective suggests a potential upside of 3.29% from the company's previous close.

SNDR has been the subject of a number of other research reports. Weiss Ratings reissued a "hold (c)" rating on shares of Schneider National in a report on Friday, March 27th. Bank of America raised Schneider National from a "neutral" rating to a "buy" rating and set a $32.00 target price for the company in a report on Friday, January 9th. JPMorgan Chase & Co. reduced their target price on Schneider National from $28.00 to $26.00 and set a "neutral" rating for the company in a report on Friday, January 30th. Zacks Research raised Schneider National from a "strong sell" rating to a "hold" rating in a report on Monday, April 6th. Finally, National Bank Financial set a $35.00 target price on Schneider National in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $30.50.

Schneider National Stock Up 2.8%

Shares of SNDR stock traded up $0.86 during trading hours on Friday, reaching $31.95. 320,644 shares of the company's stock were exchanged, compared to its average volume of 1,008,401. Schneider National has a 1 year low of $20.11 and a 1 year high of $33.34. The company has a current ratio of 2.13, a quick ratio of 1.95 and a debt-to-equity ratio of 0.13. The stock has a market cap of $5.60 billion, a PE ratio of 54.33, a PEG ratio of 0.88 and a beta of 1.05. The stock's fifty day moving average price is $27.24 and its two-hundred day moving average price is $26.34.

Schneider National (NYSE:SNDR - Get Free Report) last issued its earnings results 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 return on equity of 3.66% and a net margin of 1.83%.The firm had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.42 billion. During the same quarter in the prior year, the business earned $0.16 earnings per share. The company's 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. Research analysts predict that Schneider National will post 0.86 EPS for the current year.

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

Insider Buying and Selling at Schneider National

In other news, CFO Darrell George Campbell sold 6,000 shares of the company's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $28.89, for a total transaction of $173,340.00. Following the completion of the sale, the chief financial officer directly 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 filing with the SEC, which is available at this link. 23.64% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Schneider National

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd lifted its holdings in Schneider National by 2,425.4% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company's stock worth $36,000 after acquiring an additional 1,625 shares during the last quarter. Global Retirement Partners LLC acquired a new position in Schneider National during the 4th quarter worth $47,000. Farther Finance Advisors LLC lifted its position in Schneider National by 155.7% during the 4th 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 during the last quarter. SJS Investment Consulting Inc. increased its holdings in shares of Schneider National by 695.0% during the 1st quarter. SJS Investment Consulting Inc. now owns 2,059 shares of the company's stock worth $54,000 after purchasing an additional 1,800 shares during the period. Finally, Quarry LP grew its stake in shares of Schneider National by 36.7% during the third quarter. Quarry LP now owns 3,404 shares of the company's stock valued at $72,000 after purchasing an additional 913 shares during the last quarter. 28.54% of the stock is owned by hedge funds and other institutional investors.

Schneider National News Summary

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

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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