FY2027 Earnings Estimate for SNDR Issued By Zacks Research

Schneider National, Inc. (NYSE:SNDR) – Equities researchers at Zacks Research dropped their FY2027 earnings per share (EPS) estimates for shares of Schneider National in a research report issued to clients and investors on Thursday, February 12th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $1.47 for the year, down from their prior forecast of $1.86. The consensus estimate for Schneider National’s current full-year earnings is $1.12 per share.

Schneider National (NYSE:SNDR) last announced 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 net margin of 1.83% and a return on equity of 3.66%. The firm 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 EPS. The company’s quarterly revenue was up 4.5% compared to the same quarter last year.

Several other research firms also recently commented on SNDR. Weiss Ratings reissued a “hold (c)” rating on shares of Schneider National in a research report on Monday, December 29th. Susquehanna increased their price objective on Schneider National from $19.00 to $30.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Stifel Nicolaus downgraded Schneider National from a “buy” rating to a “hold” rating and cut their price objective for the company from $32.00 to $26.00 in a research note on Tuesday, February 3rd. National Bank Financial set a $27.00 target price on Schneider National in a report on Friday, February 6th. Finally, Bank of America raised Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 target price for the company in a research report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $28.43.

Schneider National Stock Up 0.6%

Schneider National stock opened at $28.76 on Monday. The company has a current ratio of 2.23, a quick ratio of 1.93 and a debt-to-equity ratio of 0.13. Schneider National has a 1-year low of $20.11 and a 1-year high of $30.98. The firm’s fifty day simple moving average is $28.30 and its 200-day simple moving average is $24.95. The company has a market capitalization of $5.04 billion, a P/E ratio of 48.74, a P/E/G ratio of 0.94 and a beta of 1.08.

Schneider National Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Friday, March 13th will be issued a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Schneider National’s previous quarterly dividend of $0.10. The ex-dividend date is Friday, March 13th. Schneider National’s dividend payout ratio is presently 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 repurchase $150.00 million in shares. This repurchase authorization permits the company to purchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Hedge Funds Weigh In On Schneider National

Several large investors have recently bought and sold shares of SNDR. Elevation Point Wealth Partners LLC acquired a new stake in Schneider National in the 2nd quarter worth $37,000. Caitong International Asset Management Co. Ltd lifted 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 valued at $36,000 after buying an additional 1,625 shares during the period. Global Retirement Partners LLC acquired a new stake in Schneider National during the fourth quarter worth about $47,000. Farther Finance Advisors LLC increased its stake in Schneider National by 155.7% during the fourth quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock valued at $48,000 after acquiring an additional 1,110 shares during the period. Finally, KBC Group NV raised its holdings in 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 acquiring an additional 1,061 shares in the last quarter. 28.54% of the stock is currently owned by institutional investors and hedge funds.

Schneider National News Roundup

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

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.