Zacks Research Brokers Lower Earnings Estimates for SNDR

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) - Analysts at Zacks Research dropped their Q3 2025 earnings per share estimates for shares of Schneider National in a research note issued to investors on Thursday, August 14th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $0.22 for the quarter, down from their prior 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 posted its quarterly earnings data on Thursday, July 31st. The company reported $0.21 EPS for the quarter, hitting analysts' consensus estimates of $0.21. The firm had revenue of $1.42 billion during the quarter, compared to analysts' expectations of $1.41 billion. Schneider National had a return on equity of 4.39% and a net margin of 2.29%.The firm's quarterly revenue was up 7.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.21 EPS. Schneider National has set its FY 2025 guidance at 0.750-0.950 EPS.

A number of other brokerages have also issued reports on SNDR. Baird R W raised Schneider National to a "strong-buy" rating in a research note on Tuesday, July 1st. The Goldman Sachs Group upgraded Schneider National from a "neutral" rating to a "buy" rating and raised their target price for the company from $24.00 to $32.00 in a report on Monday, June 2nd. Evercore ISI dropped their price objective on Schneider National from $23.00 to $22.00 and set an "in-line" rating on the stock in a report on Friday, May 2nd. Stifel Nicolaus dropped their price objective on Schneider National from $25.00 to $22.00 and set a "hold" rating on the stock in a report on Friday, May 2nd. Finally, Citigroup boosted their price target on Schneider National from $24.00 to $27.00 and gave the company a "neutral" rating in a report on Wednesday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $27.29.

Schneider National Price Performance

Schneider National stock traded up $0.9050 during midday trading on Monday, reaching $25.3350. 718,548 shares of the company were exchanged, compared to its average volume of 699,851. The firm's 50-day simple moving average is $24.91 and its 200-day simple moving average is $24.39. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.91. Schneider National has a 1 year low of $20.59 and a 1 year high of $33.90. The company has a market capitalization of $4.44 billion, a price-to-earnings ratio of 36.19, a P/E/G ratio of 0.78 and a beta of 1.11.

Schneider National Announces Dividend

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

Insider Buying and Selling at Schneider National

In related news, EVP Thomas G. Jackson sold 36,596 shares of the 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 owned 72,870 shares in the company, valued at $1,775,113.20. This trade represents a 33.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 32.68% of the stock is owned by company insiders.

Institutional Investors Weigh In On Schneider National

Several hedge funds have recently bought and sold shares of SNDR. LPL Financial LLC lifted its stake in Schneider National by 132.6% in the 4th quarter. LPL Financial LLC now owns 21,397 shares of the company's stock worth $627,000 after acquiring an additional 12,198 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in shares of Schneider National by 131.7% during the 4th quarter. JPMorgan Chase & Co. now owns 158,658 shares of the company's stock valued at $4,646,000 after acquiring an additional 90,173 shares during the last quarter. Alliancebernstein L.P. grew its holdings in Schneider National by 51.6% in the 4th quarter. Alliancebernstein L.P. now owns 25,096 shares of the company's stock valued at $735,000 after buying an additional 8,541 shares during the last quarter. Bank of Montreal Can acquired a new stake in Schneider National in the 4th quarter valued at approximately $201,000. Finally, Raymond James Financial Inc. acquired a new stake in Schneider National in the 4th quarter valued at approximately $5,349,000. 28.54% of the stock is owned by hedge funds and other institutional investors.

About Schneider National

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.