Q3 EPS Estimate for Schneider National Decreased by Analyst

Key Points

• Analysts at Zacks Research have reduced their Q3 2025 earnings estimate for Schneider National to $0.22 per share, down from $0.24.
• The consensus estimates for FY2025 earnings now stand at $0.84 per share, while the forecast for FY2026 earnings is $1.24 per share.
• Schneider National's stock currently has a consensus rating of "Moderate Buy" and a target price of $27.29, despite recent price objective reductions from various analysts.

Schneider National, Inc. (NYSE:SNDR - Free Report) - Zacks Research reduced their Q3 2025 earnings per share estimates for shares of Schneider National in a report released on Thursday, August 14th. Zacks Research analyst Team now anticipates that the company will earn $0.22 per share for the quarter, down from their previous estimate of $0.24. The consensus estimate for Schneider National's current full-year earnings is $1.12 per share. Zacks Research also issued estimates for Schneider National's Q4 2025 earnings at $0.25 EPS, FY2025 earnings at $0.84 EPS, Q1 2026 earnings at $0.22 EPS, Q2 2026 earnings at $0.31 EPS, Q3 2026 earnings at $0.35 EPS, Q4 2026 earnings at $0.35 EPS, FY2026 earnings at $1.24 EPS, Q1 2027 earnings at $0.43 EPS and Q2 2027 earnings at $0.56 EPS.

Schneider National (NYSE:SNDR - Get Free Report) last issued its earnings results on Thursday, July 31st. The company reported $0.21 earnings per share for the quarter, hitting the consensus estimate of $0.21. Schneider National had a return on equity of 4.39% and a net margin of 2.29%.The firm had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.41 billion. During the same period last year, the company earned $0.21 earnings per share. The firm's revenue for the quarter was up 7.9% on a year-over-year basis. Schneider National has set its FY 2025 guidance at 0.750-0.950 EPS.

Other research analysts have also issued reports about the company. Baird R W raised Schneider National to a "strong-buy" rating in a report on Tuesday, July 1st. UBS Group decreased their price target on Schneider National from $32.00 to $25.00 and set a "buy" rating for the company in a research report on Tuesday, April 22nd. Robert W. Baird started coverage on Schneider National in a research report on Tuesday, July 1st. They issued an "outperform" rating and a $28.00 price target for the company. Citigroup increased their price target on Schneider National from $24.00 to $27.00 and gave the company a "neutral" rating in a research report on Wednesday, July 9th. Finally, Bank of America raised their price objective on Schneider National from $23.00 to $26.00 and gave the company a "neutral" rating in a research note on Friday, May 16th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $27.29.

Schneider National Stock Performance

NYSE SNDR traded up $0.5650 during trading hours on Monday, hitting $24.9450. The company had a trading volume of 713,224 shares, compared to its average volume of 706,820. Schneider National has a fifty-two week low of $20.59 and a fifty-two week high of $33.90. The company has a quick ratio of 1.77, a current ratio of 1.91 and a debt-to-equity ratio of 0.17. The business has a fifty day simple moving average of $24.89 and a 200-day simple moving average of $24.45. The firm has a market cap of $4.37 billion, a P/E ratio of 35.64, a price-to-earnings-growth ratio of 0.78 and a beta of 1.11.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. WPG Advisers LLC acquired a new position in Schneider National during the first quarter worth $25,000. KBC Group NV bought a new position in shares of Schneider National during the first quarter valued at $28,000. Quarry LP bought a new position in shares of Schneider National during the first quarter valued at $32,000. Elevation Point Wealth Partners LLC bought a new position in shares of Schneider National during the second quarter valued at $37,000. Finally, Lazard Asset Management LLC bought a new position in shares of Schneider National during the fourth quarter valued at $76,000. 28.54% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Schneider National

In related news, EVP Thomas G. Jackson sold 36,596 shares of the company's stock in a transaction on Thursday, August 7th. The stock was sold at an average price of $24.36, for a total value of $891,478.56. Following the completion of the transaction, the executive vice president directly owned 72,870 shares in the company, valued at approximately $1,775,113.20. This represents a 33.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 23.43% of the company's stock.

Schneider National Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 9th. Investors of record on Friday, September 12th will be paid a $0.095 dividend. This represents a $0.38 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, September 12th. Schneider National's dividend payout ratio is presently 54.29%.

Schneider National Company Profile

Schneider National, Inc, together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations.