What is Zacks Research’s Forecast for SNDR FY2026 Earnings?

Schneider National, Inc. (NYSE:SNDR) – Stock analysts at Zacks Research decreased their FY2026 earnings per share estimates for shares of Schneider National in a research note issued to investors on Tuesday, October 14th. Zacks Research analyst Team now expects that the company will post earnings per share of $1.22 for the year, down from their prior forecast of $1.24. Zacks Research currently has a “Strong Sell” rating on the stock. 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 2026 earnings at $0.33 EPS, Q1 2027 earnings at $0.42 EPS, Q2 2027 earnings at $0.55 EPS, Q3 2027 earnings at $0.65 EPS and FY2027 earnings at $2.22 EPS.

A number of other brokerages have also recently commented on SNDR. JPMorgan Chase & Co. boosted their price objective on Schneider National from $27.00 to $28.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 8th. Susquehanna reduced their price target on Schneider National from $24.00 to $21.00 and set a “neutral” rating on the stock in a research report on Wednesday, September 24th. UBS Group downgraded shares of Schneider National from a “buy” rating to a “neutral” rating and increased their price objective for the company from $25.00 to $26.00 in a research report on Friday, September 5th. Erste Group Bank upgraded shares of Schneider National from a “hold” rating to a “buy” rating in a research note on Thursday, September 11th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Schneider National in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $27.00.

Schneider National Price Performance

SNDR opened at $22.66 on Wednesday. The company has a 50 day moving average of $23.45 and a two-hundred day moving average of $23.70. Schneider National has a 52-week low of $20.59 and a 52-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 company has a market cap of $3.97 billion, a P/E ratio of 32.37, a P/E/G ratio of 0.73 and a beta of 1.06.

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

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. WPG Advisers LLC acquired a new stake in shares of Schneider National in the 1st quarter worth approximately $25,000. KBC Group NV bought a new stake in Schneider National during the first quarter worth approximately $28,000. Quarry LP acquired a new stake in Schneider National in the first quarter worth approximately $32,000. Elevation Point Wealth Partners LLC bought a new position in Schneider National during the 2nd quarter valued at $37,000. Finally, CWM LLC boosted its stake in Schneider National by 103.4% during the 1st quarter. CWM LLC now owns 3,513 shares of the company’s stock valued at $80,000 after purchasing an additional 1,786 shares in the last quarter. Institutional investors and hedge funds own 28.54% of the company’s stock.

Insiders Place Their Bets

In other Schneider National news, EVP Thomas G. Jackson sold 36,596 shares of the business’s stock in a transaction dated Thursday, August 7th. The shares were sold at an average price of $24.36, for a total transaction of $891,478.56. Following the completion of the transaction, the executive vice president directly owned 72,870 shares of the company’s stock, valued at $1,775,113.20. The trade was a 33.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 32.68% of the stock is currently owned by corporate insiders.

Schneider National Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 9th. Stockholders of record on Friday, September 12th were given a dividend of $0.095 per share. The ex-dividend date was Friday, September 12th. This represents a $0.38 annualized dividend and a dividend yield of 1.7%. Schneider National’s dividend payout ratio is currently 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.