Zacks Research Has Positive Estimate for SNDR Q3 Earnings

Key Points

• Zacks Research raised its Schneider National Q3 2026 EPS estimate to $0.25 from $0.24 and increased forecasts for FY2026–FY2028, maintaining a “Strong Buy” rating.
• Schneider’s latest quarterly results exceeded expectations, with EPS of $0.29 versus the $0.23 consensus, while revenue rose 10.4% year over year to $1.33 billion. The company reaffirmed FY2026 EPS guidance of $0.90–$1.10.
• Analyst sentiment remains mixed: although some firms upgraded the stock, the overall consensus rating is “Hold” with an average price target of $34.69, below its reported $36.30 trading price.

Schneider National, Inc. (NYSE:SNDR - Free Report) - Zacks Research raised their Q3 2026 earnings estimates for shares of Schneider National in a report issued on Thursday, August 13th. Zacks Research analyst Team now forecasts that the company will earn $0.25 per share for the quarter, up from their prior estimate of $0.24. Zacks Research currently has a "Strong-Buy" rating on the stock. The consensus estimate for Schneider National's current full-year earnings is $1.05 per share. Zacks Research also issued estimates for Schneider National's Q4 2026 earnings at $0.28 EPS, FY2026 earnings at $0.95 EPS, Q1 2027 earnings at $0.26 EPS, Q2 2027 earnings at $0.43 EPS, Q3 2027 earnings at $0.43 EPS, Q4 2027 earnings at $0.44 EPS, FY2027 earnings at $1.57 EPS, Q1 2028 earnings at $0.41 EPS, Q2 2028 earnings at $0.60 EPS and FY2028 earnings at $2.39 EPS.

Several other research firms have also weighed in on SNDR. Raymond James Financial reiterated a "market perform" rating on shares of Schneider National in a research note on Monday, April 20th. TD Cowen upped their price target on Schneider National from $30.00 to $32.00 and gave the company a "buy" rating in a report on Friday, May 1st. Wall Street Zen upgraded shares of Schneider National from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Weiss Ratings raised shares of Schneider National from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, August 6th. Finally, Susquehanna reduced their target price on Schneider National from $39.00 to $36.00 and set a "neutral" rating for the company in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Hold" and an average price target of $34.69.

Schneider National Trading Up 1.6%

Shares of SNDR stock opened at $36.30 on Friday. The firm's 50 day moving average price is $36.48 and its two-hundred day moving average price is $31.71. The stock has a market cap of $6.36 billion, a price-to-earnings ratio of 56.73, a price-to-earnings-growth ratio of 0.80 and a beta of 1.17. Schneider National has a fifty-two week low of $20.11 and a fifty-two week high of $39.27. The company has a quick ratio of 1.94, a current ratio of 2.03 and a debt-to-equity ratio of 0.13.

Schneider National (NYSE:SNDR - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.29 EPS for the quarter, topping the consensus estimate of $0.23 by $0.06. The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.52 billion. Schneider National had a net margin of 1.92% and a return on equity of 3.89%. The business's revenue for the quarter was up 10.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.21 EPS. Schneider National has set its FY 2026 guidance at 0.900-1.100 EPS.

Hedge Funds Weigh In On Schneider National

Several large investors have recently modified their holdings of SNDR. Balyasny Asset Management L.P. purchased a new stake in shares of Schneider National in the second quarter worth $26,393,000. Bank of New York Mellon Corp increased its stake in Schneider National by 145.4% in the 4th quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company's stock worth $48,181,000 after purchasing an additional 1,076,184 shares during the period. AQR Capital Management LLC boosted its position in Schneider National by 64.9% during the 4th quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company's stock valued at $55,115,000 after buying an additional 817,259 shares during the period. Gotham Asset Management LLC raised its position in Schneider National by 396.1% during the 3rd quarter. Gotham Asset Management LLC now owns 855,802 shares of the company's stock valued at $18,109,000 after purchasing an additional 683,298 shares during the last quarter. Finally, Quantinno Capital Management LP boosted its holdings in Schneider National by 44.1% in the first quarter. Quantinno Capital Management LP now owns 1,993,186 shares of the company's stock valued at $52,540,000 after acquiring an additional 610,020 shares in the last quarter. Hedge funds and other institutional investors own 28.54% of the company's stock.

Insider Transactions at Schneider National

In related news, EVP Shaleen Devgun sold 8,352 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $38.59, for a total value of $322,303.68. Following the completion of the sale, the executive vice president directly owned 38,619 shares in the company, valued at $1,490,307.21. This represents a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Mark B. Rourke sold 52,682 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $35.94, for a total value of $1,893,391.08. Following the transaction, the insider owned 221,522 shares in the company, valued at $7,961,500.68. The trade was a 19.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 101,617 shares of company stock valued at $3,683,339. 23.64% of the stock is currently owned by company insiders.

Schneider National Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 11th will be given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, September 11th. Schneider National's dividend payout ratio (DPR) is currently 62.50%.

More Schneider National News

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

• Positive Sentiment: Zacks raised earnings estimates across multiple periods. The firm increased its FY2026 EPS forecast to $0.95 from $0.84, FY2027 to $1.57 from $1.46, and FY2028 to $2.39 from $2.27. It also lifted estimates for several upcoming quarters, including Q3 and Q4 2026 and Q1–Q4 2027. The revisions signal improving expectations for Schneider National’s profitability and support Zacks’ “Strong Buy” rating. Best Growth Stocks to Buy for August 13th
• Positive Sentiment: Longer-term growth expectations improved materially. Zacks raised its Q1 2028 EPS estimate to $0.41 from $0.39 and its Q2 2028 estimate to $0.60 from $0.56, reinforcing the view that earnings could accelerate beyond the current year. The company’s FY2026 guidance is $0.90–$1.10 EPS, compared with the current analyst consensus of $1.05. Schneider National analyst estimates
• Neutral Sentiment: Analyst sentiment remains divided. Zacks Research rates SNDR “Strong Buy,” while a separate analyst roundup reports an average “Hold” rating. This contrast could temper investor enthusiasm despite the upward earnings revisions. Schneider National Given Average Rating of Hold by Analysts

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source