Schneider National (NYSE:SNDR) Shares Gap Down After Earnings Miss

Schneider National, Inc. (NYSE:SNDR) shares gapped down before the market opened on Friday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $29.71, but opened at $24.46. Schneider National shares last traded at $27.1240, with a volume of 219,650 shares changing hands.

The company reported $0.13 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08). Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The company had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.45 billion. During the same period in the prior year, the company earned $0.20 EPS. The firm’s revenue was up 4.5% compared to the same quarter last year.

Schneider National Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Friday, March 13th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $0.40 annualized dividend and a yield of 1.5%. This is a positive change from Schneider National’s previous quarterly dividend of $0.10. Schneider National’s dividend payout ratio (DPR) is currently 59.38%.

Schneider National declared that its Board of Directors has approved a share buyback plan on Wednesday, January 28th that permits the company to repurchase $150.00 million in outstanding shares. This repurchase authorization permits the company to purchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Key Schneider National News

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

• Positive Sentiment: Board authorizes $150 million share repurchase (up to ~2.9% of shares). Buybacks typically support the stock and signal management confidence in valuation. Repurchase Authorization
• Positive Sentiment: Quarterly dividend increased (next payment $0.10; modest raise and ~1.3% yield). Provides income support and is a shareholder-friendly signal. (Company announcement)
• Positive Sentiment: TD Cowen maintained a Buy rating while lowering its price target to $30, implying upside from current levels. TD Cowen Note
• Neutral Sentiment: Company released its Q4 slide deck and held the earnings call — useful for modeling and management commentary but contains details that already reflected the wider guidance/earnings miss. Slide Deck / Press Release
• Negative Sentiment: Q4 earnings missed estimates — reported $0.13 EPS vs. $0.21 consensus and revenue $1.25B vs. $1.45B expected; management cited softer demand and a truncated peak season, pressuring margins. Zacks: Earnings/Revenue Miss
• Negative Sentiment: FY2026 EPS guidance reset to $0.70–$1.00, well below the ~$1.08 consensus — implies weaker profitability recovery than investors expected. (Company guidance update)
• Negative Sentiment: Analysts trimmed price targets and neutral/equal-weight views after the miss: Wells Fargo cut target to $25 (equal weight) and JPMorgan lowered to $26 (neutral), increasing near-term downside pressure. Analyst Notes
• Negative Sentiment: Market reaction: multiple outlets report shares tumbling after results and weak 2026 outlook, reflecting investor concern over volume softness and higher costs. Investing.com: Shares Tumble

Analysts Set New Price Targets

SNDR has been the topic of several research reports. Evercore ISI upped their price target on Schneider National from $21.00 to $30.00 and gave the company an “in-line” rating in a research note on Tuesday, January 13th. Zacks Research downgraded shares of Schneider National from a “hold” rating to a “strong sell” rating in a research report on Monday, October 13th. Stifel Nicolaus raised their target price on shares of Schneider National from $29.00 to $32.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Weiss Ratings reissued a “hold (c)” rating on shares of Schneider National in a research note on Monday, December 29th. Finally, Bank of America upgraded shares of Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 price objective on the stock in a report on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $29.20.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd increased its stake in Schneider National by 2,425.4% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after purchasing an additional 1,625 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new position in shares of Schneider National in the 2nd quarter valued at $37,000. Farther Finance Advisors LLC increased its position in shares of Schneider National by 155.7% in the 4th quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock valued at $48,000 after buying an additional 1,110 shares in the last quarter. KBC Group NV increased its position in shares of Schneider National by 86.3% in the 2nd quarter. KBC Group NV now owns 2,290 shares of the company’s stock valued at $55,000 after buying an additional 1,061 shares in the last quarter. Finally, Quarry LP raised its stake in Schneider National by 36.7% during the 3rd quarter. Quarry LP now owns 3,404 shares of the company’s stock worth $72,000 after buying an additional 913 shares during the period. Institutional investors own 28.54% of the company’s stock.

Schneider National Trading Down 9.8%

The company has a quick ratio of 1.93, a current ratio of 2.11 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $4.70 billion, a P/E ratio of 45.44, a price-to-earnings-growth ratio of 0.75 and a beta of 1.08. The company has a fifty day simple moving average of $27.11 and a two-hundred day simple moving average of $24.68.

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.