Zacks Research Issues Pessimistic Outlook for SNDR Earnings

Schneider National, Inc. (NYSE:SNDR) – Analysts at Zacks Research lowered their Q3 2025 earnings estimates for shares of Schneider National in a note issued to investors on Thursday, August 14th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $0.22 for the quarter, down from their previous forecast 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.

SNDR has been the subject of several other research reports. UBS Group cut their price objective on Schneider National from $32.00 to $25.00 and set a “buy” rating for the company in a report on Tuesday, April 22nd. Robert W. Baird started coverage on Schneider National in a report on Tuesday, July 1st. They issued an “outperform” rating and a $28.00 price objective for the company. Evercore ISI cut their price objective on Schneider National from $23.00 to $22.00 and set an “in-line” rating for the company in a report on Friday, May 2nd. Citigroup increased their price objective on Schneider National from $24.00 to $27.00 and gave the company a “neutral” rating in a report on Wednesday, July 9th. Finally, Bank of America increased their price objective on Schneider National from $23.00 to $26.00 and gave the company a “neutral” rating in a report on Friday, May 16th. Eight analysts have rated the stock with a hold rating, five have given a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat.com, Schneider National presently has a consensus rating of “Moderate Buy” and a consensus target price of $27.29.

Schneider National Price Performance

Shares of SNDR opened at $24.51 on Monday. The stock has a market capitalization of $4.30 billion, a P/E ratio of 35.01, a P/E/G ratio of 0.78 and a beta of 1.11. Schneider National has a twelve month low of $20.59 and a twelve month high of $33.90. The company has a 50 day moving average of $24.88 and a 200-day moving average of $24.48. The company has a quick ratio of 1.77, a current ratio of 1.91 and a debt-to-equity ratio of 0.17.

Schneider National (NYSE:SNDR) last issued its quarterly earnings results on Thursday, July 31st. The company reported $0.21 earnings per share for the quarter, hitting the consensus estimate of $0.21. The company had revenue of $1.42 billion during the quarter, compared to analysts’ expectations of $1.41 billion. Schneider National had a net margin of 2.29% and a return on equity of 4.39%. The business’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period last year, the business earned $0.21 EPS.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of SNDR. Public Sector Pension Investment Board grew its position in Schneider National by 7.4% in the second quarter. Public Sector Pension Investment Board now owns 160,033 shares of the company’s stock valued at $3,865,000 after acquiring an additional 11,001 shares during the last quarter. CANADA LIFE ASSURANCE Co grew its position in Schneider National by 8.4% in the second quarter. CANADA LIFE ASSURANCE Co now owns 57,509 shares of the company’s stock valued at $1,389,000 after acquiring an additional 4,458 shares during the last quarter. Corient Private Wealth LLC grew its position in Schneider National by 105.7% in the second quarter. Corient Private Wealth LLC now owns 83,200 shares of the company’s stock valued at $2,009,000 after acquiring an additional 42,748 shares during the last quarter. State of Tennessee Department of Treasury grew its position in Schneider National by 84.2% in the second quarter. State of Tennessee Department of Treasury now owns 16,731 shares of the company’s stock valued at $404,000 after acquiring an additional 7,647 shares during the last quarter. Finally, Teza Capital Management LLC grew its position in Schneider National by 6.2% in the second quarter. Teza Capital Management LLC now owns 13,719 shares of the company’s stock valued at $331,000 after acquiring an additional 802 shares during the last quarter. Institutional investors and hedge funds own 28.54% of the company’s stock.

Insider Buying and Selling

In related news, EVP Thomas G. Jackson sold 36,596 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at $1,775,113.20. The trade was a 33.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 23.43% of the stock is currently owned by company insiders.

Schneider National Dividend Announcement

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 paid a $0.095 dividend. This represents a $0.38 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Friday, September 12th. Schneider National’s payout ratio is 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.