Wells Fargo & Company Lowers Schneider National (NYSE:SNDR) Price Target to $25.00

Schneider National (NYSE:SNDR) had its target price lowered by stock analysts at Wells Fargo & Company from $30.00 to $25.00 in a report issued on Friday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s target price suggests a potential downside of 6.75% from the stock’s previous close.

Several other equities analysts have also recently weighed in on SNDR. TD Cowen lowered their price target on Schneider National from $31.00 to $30.00 and set a “buy” rating on the stock in a report on Friday. JPMorgan Chase & Co. increased their target price on Schneider National from $27.00 to $28.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Stifel Nicolaus raised their target price on Schneider National from $29.00 to $32.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Zacks Research downgraded Schneider National from a “hold” rating to a “strong sell” rating in a research note on Monday, October 13th. Finally, Benchmark reiterated a “buy” rating on shares of Schneider National in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $29.20.

Schneider National Stock Performance

Shares of NYSE SNDR opened at $26.81 on Friday. The firm’s 50-day moving average price is $27.11 and its 200-day moving average price is $24.68. Schneider National has a 52-week low of $20.11 and a 52-week high of $30.98. The company has a market cap of $4.70 billion, a PE ratio of 45.44, a PEG ratio of 0.75 and a beta of 1.08. The company has a quick ratio of 1.93, a current ratio of 2.11 and a debt-to-equity ratio of 0.17.

Schneider National (NYSE:SNDR) last released its quarterly earnings data on Thursday, January 29th. The company reported $0.13 earnings per share for the quarter, missing the consensus estimate of $0.21 by ($0.08). Schneider National had a net margin of 1.83% and a return on equity of 3.66%. The company had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.45 billion. During the same period in the previous year, the firm earned $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, analysts anticipate that Schneider National will post 1.12 EPS for the current year.

Schneider National declared that its board has authorized 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 purchase up to 2.9% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its shares are undervalued.

Institutional Investors Weigh In On Schneider National

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd boosted its position 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 period. Elevation Point Wealth Partners LLC purchased a new position in shares of Schneider National during the 2nd quarter valued at $37,000. Farther Finance Advisors LLC boosted 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 increased its stake in Schneider National by 86.3% in 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 in the last quarter. Finally, Quarry LP increased its stake in Schneider National by 36.7% in the 3rd quarter. Quarry LP now owns 3,404 shares of the company’s stock worth $72,000 after buying an additional 913 shares in the last quarter. Institutional investors own 28.54% of the company’s stock.

Key Headlines Impacting 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

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.