Zacks Research Has Pessimistic Outlook of SNDR Q1 Earnings

Schneider National, Inc. (NYSE:SNDR) – Zacks Research reduced their Q1 2026 earnings per share estimates for Schneider National in a research note issued on Thursday, February 12th. Zacks Research analyst Team now expects that the company will post earnings of $0.12 per share for the quarter, down from their prior forecast of $0.17. 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 Q2 2026 earnings at $0.23 EPS, Q3 2026 earnings at $0.22 EPS, Q4 2026 earnings at $0.25 EPS, FY2026 earnings at $0.83 EPS, Q1 2027 earnings at $0.27 EPS, Q2 2027 earnings at $0.39 EPS, Q3 2027 earnings at $0.40 EPS, Q4 2027 earnings at $0.41 EPS and FY2028 earnings at $2.28 EPS.

Schneider National (NYSE:SNDR) last posted its quarterly earnings results on Thursday, January 29th. The company reported $0.13 earnings per share (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 business had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.45 billion. During the same period in the prior year, the business posted $0.20 earnings per share. The business’s quarterly revenue was up 4.5% compared to the same quarter last year.

Several other research firms have also commented on SNDR. 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. Bank of America raised Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 price objective for the company in a report on Friday, January 9th. Wells Fargo & Company lowered their target price on Schneider National from $30.00 to $25.00 and set an “equal weight” rating on the stock in a research note on Friday, January 30th. Susquehanna lifted their price target on Schneider National from $19.00 to $30.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. Finally, UBS Group reissued a “neutral” rating on shares of Schneider National in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $28.43.

Schneider National Stock Up 0.6%

NYSE:SNDR opened at $28.76 on Friday. The firm has a market capitalization of $5.04 billion, a P/E ratio of 48.74, a PEG ratio of 0.93 and a beta of 1.08. Schneider National has a 1-year low of $20.11 and a 1-year high of $30.98. The company’s fifty day moving average price is $28.30 and its 200-day moving average price is $24.95. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.23 and a quick ratio of 1.93.

Schneider National Increases Dividend

The firm 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 $0.10 dividend. The ex-dividend date of this dividend is Friday, March 13th. This is an increase from Schneider National’s previous quarterly dividend of $0.10. This represents a $0.40 annualized dividend and a yield of 1.4%. Schneider National’s dividend payout ratio is 64.41%.

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

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Caitong International Asset Management Co. Ltd grew its stake in Schneider National by 2,425.4% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after acquiring an additional 1,625 shares during the period. Elevation Point Wealth Partners LLC purchased a new position in Schneider National during the second quarter valued at $37,000. Global Retirement Partners LLC acquired a new stake in shares of Schneider National in the fourth quarter valued at about $47,000. Farther Finance Advisors LLC increased its stake in shares of Schneider National by 155.7% during the fourth quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock worth $48,000 after purchasing an additional 1,110 shares in the last quarter. Finally, KBC Group NV increased its stake in shares of Schneider National by 86.3% during the second quarter. KBC Group NV now owns 2,290 shares of the company’s stock worth $55,000 after purchasing an additional 1,061 shares in the last quarter. 28.54% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Schneider National

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

• Positive Sentiment: Zacks published a long‑range FY2028 EPS forecast of $2.28 for Schneider, implying substantial recovery beyond the next two years — a potential positive if execution and margin expansion materialize. Zacks / MarketBeat SNDR coverage
• Neutral Sentiment: There is a comparative financial piece contrasting CBL International and Schneider that is informational but unlikely to directly move SNDR shares. CBL International versus Schneider National Financial Contrast
• Negative Sentiment: Zacks cut multiple near-term estimates on 2/12: several Q1–Q4 2026 quarters (e.g., Q1 2026 to $0.12 from $0.17; FY2026 to $0.83 from $0.99) and multiple 2027 quarters (notable cuts: Q1 2027 to $0.27 from $0.36; Q3 2027 to $0.40 from $0.54). Those downward revisions reduce near‑term earnings visibility and may pressure the stock until Schneider demonstrates revenue growth or margin improvement. The Zacks view now sits below the consensus full‑year estimate (~$1.12), creating risk of further analyst revisions. Zacks Research estimate revisions

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.