Crystal Rock Capital Management Purchases New Position in Schneider National, Inc. $SNDR

Crystal Rock Capital Management acquired a new position in shares of Schneider National, Inc. (NYSE:SNDR) during the third quarter, HoldingsChannel reports. The institutional investor acquired 56,050 shares of the company’s stock, valued at approximately $1,785,000. Schneider National accounts for approximately 0.9% of Crystal Rock Capital Management’s investment portfolio, making the stock its 28th largest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. VestGen Advisors LLC boosted its holdings in shares of Schneider National by 36.0% in the 3rd quarter. VestGen Advisors LLC now owns 8,105 shares of the company’s stock valued at $258,000 after buying an additional 2,146 shares in the last quarter. Reyes Financial Architecture Inc. purchased a new position in shares of Schneider National in the 3rd quarter valued at $46,000. Nisa Investment Advisors LLC grew its position in shares of Schneider National by 118.1% in the 3rd quarter. Nisa Investment Advisors LLC now owns 5,392 shares of the company’s stock valued at $172,000 after buying an additional 2,920 shares during the last quarter. Fairvoy Private Wealth LLC acquired a new stake in Schneider National during the 3rd quarter worth $252,000. Finally, USA Financial Formulas acquired a new stake in Schneider National during the 3rd quarter worth $140,000. Institutional investors and hedge funds own 28.54% of the company’s stock.

Schneider National Stock Performance

Shares of SNDR opened at $29.30 on Friday. The company has a current ratio of 2.03, a quick ratio of 1.94 and a debt-to-equity ratio of 0.13. The firm has a market cap of $5.14 billion, a PE ratio of 45.78, a price-to-earnings-growth ratio of 0.67 and a beta of 1.21. The company’s 50 day simple moving average is $32.57 and its 200-day simple moving average is $31.90. Schneider National, Inc. has a 12-month low of $20.11 and a 12-month high of $39.27.

Schneider National (NYSE:SNDR) last announced its earnings results on Thursday, October 29th. The company reported $0.29 EPS for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.01). Schneider National had a net margin of 1.92% and a return on equity of 3.89%. The business had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.58 billion. During the same period in the previous year, the firm earned $0.12 earnings per share. The business’s revenue was up 9.2% compared to the same quarter last year. As a group, equities analysts predict that Schneider National, Inc. will post 1.04 EPS for the current year.

Schneider National Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 12th. Shareholders of record on Friday, December 11th will be given a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, December 11th. Schneider National’s dividend payout ratio (DPR) is presently 62.50%.

Insider Buying and Selling

In other Schneider National news, insider Mark Rourke sold 52,682 shares of Schneider National stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $35.94, for a total value of $1,893,391.08. Following the transaction, the insider directly owned 221,522 shares in the company, valued at approximately $7,961,500.68. The trade was a 19.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 23.64% of the company’s stock.

Trending Headlines about Schneider National

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

• Positive Sentiment: Third-quarter adjusted EPS was $0.29, up from $0.12 a year earlier, while revenue of $1.59 billion exceeded the approximately $1.58 billion consensus estimate. Management said disciplined revenue management and improving freight-market conditions are supporting stronger earnings and margins. Schneider National Third Quarter 2026 Results
• Positive Sentiment: Schneider and Norfolk Southern announced a partnership to expand domestic intermodal capacity across the eastern U.S. Combining Schneider’s asset-based services with Norfolk Southern’s rail network could improve capacity, efficiency and supply-chain resilience, supporting longer-term growth. Norfolk Southern and Schneider Intermodal Partnership
• Neutral Sentiment: Schneider maintained its quarterly dividend at $0.10 per share, or $0.40 annually, representing a yield of about 1.4%. The payout provides income support but was unchanged and is unlikely to be a major new catalyst. Schneider National Dividend Announcement
• Neutral Sentiment: Analysts’ consensus price target is $33.69, above the recent trading level, suggesting potential upside; however, the target does not represent a new forecast or change in analyst sentiment. Schneider National Consensus Price Target
• Negative Sentiment: Third-quarter EPS of $0.29 was slightly below the $0.30 analyst consensus cited by several sources, despite the revenue beat. Full-year 2026 adjusted EPS guidance of $1.00–$1.10 has a midpoint of $1.05, marginally below the $1.06 FactSet estimate, which may have disappointed investors given the stock’s elevated valuation. Schneider National 2026 EPS Guidance

Analyst Upgrades and Downgrades

SNDR has been the subject of a number of research reports. Benchmark reissued a “buy” rating on shares of Schneider National in a research report on Thursday, July 16th. UBS Group raised their price objective on Schneider National from $27.00 to $34.00 and gave the stock a “neutral” rating in a report on Wednesday, August 5th. Zacks Research cut Schneider National from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 7th. Wells Fargo & Company cut their target price on Schneider National from $38.00 to $35.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 6th. Finally, Susquehanna reduced their target price on Schneider National from $39.00 to $36.00 and set a “neutral” rating for the company in a report on Friday, July 31st. Five analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $33.69.

About Schneider National

Schneider National, Inc (NYSE: SNDR) is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider’s services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.