TD Cowen Issues Pessimistic Forecast for Schneider National (NYSE:SNDR) Stock Price

Schneider National (NYSE:SNDR) had its price objective cut by stock analysts at TD Cowen from $31.00 to $30.00 in a report issued on Friday, Marketbeat reports. The firm currently has a “buy” rating on the stock. TD Cowen’s target price indicates a potential upside of 11.90% from the stock’s previous close.

SNDR has been the subject of several other reports. Weiss Ratings reissued a “hold (c)” rating on shares of Schneider National in a research report on Monday, December 29th. National Bankshares set a $21.00 price objective on shares of Schneider National in a research note on Friday, October 31st. JPMorgan Chase & Co. raised their target price on shares of Schneider National from $27.00 to $28.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Raymond James Financial raised shares of Schneider National from a “market perform” rating to an “outperform” rating and set a $28.00 price target on the stock in a report on Wednesday, December 3rd. Finally, Wells Fargo & Company increased their price objective on Schneider National from $23.00 to $30.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, seven have assigned 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 stock presently has a consensus rating of “Hold” and a consensus target price of $29.20.

Schneider National Stock Down 9.8%

Shares of NYSE SNDR opened at $26.81 on Friday. Schneider National has a 12-month low of $20.11 and a 12-month high of $30.98. The stock’s fifty day simple moving average is $27.11 and its two-hundred day simple moving average is $24.68. The stock has a market capitalization 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 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 (NYSE:SNDR) last released its quarterly earnings results on Thursday, January 29th. The company reported $0.13 EPS for the quarter, missing the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.45 billion. During the same period in the previous year, the firm posted $0.20 earnings per share. The company’s revenue was up 4.5% on a year-over-year basis. As a group, analysts expect that Schneider National will post 1.12 EPS for the current fiscal year.

Schneider National announced that its Board of Directors has approved a share buyback program on Wednesday, January 28th that permits the company to buyback $150.00 million in shares. This buyback authorization permits the company to reacquire up to 2.9% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s board believes its stock is undervalued.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its stake in shares of 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 worth $36,000 after purchasing an additional 1,625 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new position in Schneider National in the 2nd quarter worth approximately $37,000. Farther Finance Advisors LLC increased its holdings in Schneider National by 155.7% in the 4th quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock worth $48,000 after buying an additional 1,110 shares during the period. KBC Group NV raised its position in Schneider National by 86.3% during the 2nd quarter. KBC Group NV now owns 2,290 shares of the company’s stock worth $55,000 after buying an additional 1,061 shares during the last quarter. Finally, Quarry LP raised its position 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 last quarter. 28.54% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Schneider National

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

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.