Zacks Research Issues Pessimistic Estimate for SNDR Earnings

Schneider National, Inc. (NYSE:SNDR) – Zacks Research dropped their Q1 2026 earnings estimates for shares of Schneider National in a report released 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 previous estimate 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.

Several other analysts also recently issued reports on the company. JPMorgan Chase & Co. reduced their price target on Schneider National from $28.00 to $26.00 and set a “neutral” rating for the company in a research note on Friday, January 30th. Wells Fargo & Company reduced their target price on shares of Schneider National from $30.00 to $25.00 and set an “equal weight” rating for the company in a research report on Friday, January 30th. Stifel Nicolaus lowered shares of Schneider National from a “buy” rating to a “hold” rating and lowered their price target for the stock from $32.00 to $26.00 in a research report on Tuesday, February 3rd. Citigroup downgraded shares of Schneider National from a “neutral” rating to a “sell” rating and set a $27.00 price objective for the company. in a report on Friday, February 6th. Finally, Benchmark reaffirmed a “buy” rating on shares of Schneider National in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $28.43.

Schneider National Price Performance

Schneider National stock opened at $28.59 on Friday. The company has a market capitalization of $5.01 billion, a price-to-earnings ratio of 48.45, a PEG ratio of 0.94 and a beta of 1.08. 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 12 month low of $20.11 and a 12 month high of $30.98. The stock’s 50 day moving average is $28.24 and its 200-day moving average is $24.93.

Schneider National (NYSE:SNDR) last released its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $1.45 billion. During the same period in the prior year, the company earned $0.20 earnings per share. The firm’s revenue was up 4.5% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in SNDR. Caitong International Asset Management Co. Ltd raised its position in Schneider National by 2,425.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after purchasing an additional 1,625 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new position in shares of Schneider National in the 2nd quarter valued at $37,000. Global Retirement Partners LLC acquired a new position in shares of Schneider National during the 4th quarter worth $47,000. Farther Finance Advisors LLC lifted its position in shares of Schneider National by 155.7% during 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 last quarter. Finally, KBC Group NV boosted its stake in Schneider National by 86.3% in the second quarter. KBC Group NV now owns 2,290 shares of the company’s stock valued at $55,000 after buying an additional 1,061 shares in the last quarter. 28.54% of the stock is owned by institutional investors.

Schneider National Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Friday, March 13th will be given a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, March 13th. This is a boost from Schneider National’s previous quarterly dividend of $0.10. Schneider National’s dividend payout ratio is presently 64.41%.

Schneider National declared that its board has initiated a share buyback plan on Wednesday, January 28th that allows the company to repurchase $150.00 million in outstanding shares. This repurchase authorization allows the company to reacquire up to 2.9% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Key Schneider National News

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

• Positive Sentiment: Schneider reported a major operational/ESG milestone — it says its Freightliner eCascadia fleet surpassed 10 million zero‑emission miles and the company now operates one of North America’s largest BEV fleets (nearly 100 eCascadias). This supports fuel‑cost savings potential and enhances the sustainability growth story. Article Title
• Neutral Sentiment: Third‑party comparison: an article contrasts Schneider with CBL International; likely low direct impact but may provide context for relative financial metrics. CBL International (NASDAQ:BANL) versus Schneider National (NYSE:SNDR) Financial Contrast
• Negative Sentiment: Zacks Research cut a series of near‑term estimates on Feb 12, lowering FY2026 EPS to $0.83 (from $0.99) and trimming quarter‑by‑quarter 2026 and 2027 forecasts (examples: Q1‑2026 to $0.12 from $0.17; Q2‑2026 to $0.23 from $0.27; Q3‑2026 to $0.22 from $0.25; Q1‑2027 to $0.27 from $0.36; Q3‑2027 materially lowered as well). These downgrades reflect weaker near‑term profit expectations and are the primary driver of today’s weakness. (Zacks still models a stronger FY2028 at $2.28, indicating a longer‑term recovery scenario.)

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.