JPMorgan Chase & Co. Issues Pessimistic Forecast for Schneider National (NYSE:SNDR) Stock Price

Schneider National (NYSE:SNDR) had its price objective dropped by analysts at JPMorgan Chase & Co. from $28.00 to $26.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s price target indicates a potential downside of 3.02% from the company’s current price.

SNDR has been the subject of a number of other research reports. Susquehanna raised their price objective on Schneider National from $19.00 to $30.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Wells Fargo & Company decreased their price target on shares of Schneider National from $30.00 to $25.00 and set an “equal weight” rating for the company in a report on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Schneider National in a research report on Monday, December 29th. UBS Group reissued a “neutral” rating on shares of Schneider National in a research note on Friday. Finally, Citigroup reduced their price target on Schneider National from $31.00 to $27.00 and set a “neutral” rating for the company in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $29.20.

Schneider National Price Performance

SNDR stock opened at $26.81 on Friday. The company has a current ratio of 2.11, a quick ratio of 1.93 and a debt-to-equity ratio of 0.17. Schneider National has a 12-month low of $20.11 and a 12-month high of $30.98. The company has a market cap of $4.70 billion, a PE ratio of 45.44, a price-to-earnings-growth ratio of 0.75 and a beta of 1.08. The stock has a 50-day moving average price of $27.11 and a two-hundred day moving average price of $24.68.

Schneider National (NYSE:SNDR) last announced its quarterly earnings results on Thursday, January 29th. The company reported $0.13 earnings per share 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 business had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.45 billion. During the same period last year, the company posted $0.20 earnings per share. The firm’s revenue for the quarter was up 4.5% on a year-over-year basis. As a group, research analysts predict that Schneider National will post 1.12 EPS for the current year.

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

Institutional Trading of Schneider National

Institutional investors have recently bought and sold shares of the company. Royal Bank of Canada increased its position in Schneider National by 19.1% during the first quarter. Royal Bank of Canada now owns 162,011 shares of the company’s stock worth $3,702,000 after buying an additional 26,015 shares during the last quarter. Millennium Management LLC bought a new stake in shares of Schneider National in the first quarter valued at approximately $7,477,000. Empowered Funds LLC boosted its holdings in Schneider National by 12.0% in the 1st quarter. Empowered Funds LLC now owns 13,944 shares of the company’s stock valued at $319,000 after purchasing an additional 1,494 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Schneider National by 18.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 178,433 shares of the company’s stock valued at $4,077,000 after buying an additional 27,180 shares during the period. Finally, Jane Street Group LLC lifted its position in shares of Schneider National by 120.5% in the 1st quarter. Jane Street Group LLC now owns 90,616 shares of the company’s stock worth $2,071,000 after acquiring an additional 49,511 shares during the period. Institutional investors and hedge funds own 28.54% of the company’s stock.

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

Schneider National Company Profile

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.