Share Repurchase Program Initiated by Schneider National (NYSE:SNDR) Board of Directors

Schneider National (NYSE:SNDR) declared that its Board of Directors has initiated a share repurchase plan on Wednesday, January 28th, RTT News reports. The company plans to buyback $150.00 million in outstanding shares. This buyback authorization allows the company to buy up to 2.9% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

Schneider National Trading Down 1.5%

Shares of Schneider National stock opened at $29.75 on Friday. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.11 and a quick ratio of 1.93. The stock’s 50 day simple moving average is $27.00 and its 200-day simple moving average is $24.67. The stock has a market cap of $5.21 billion, a P/E ratio of 46.48, a P/E/G ratio of 0.76 and a beta of 1.08. Schneider National has a 1-year low of $20.11 and a 1-year high of $30.98.

Schneider National (NYSE:SNDR) last announced its quarterly earnings data on Thursday, January 29th. The company reported $0.13 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08). The company had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.45 billion. Schneider National had a return on equity of 4.04% and a net margin of 2.03%.The business’s quarterly revenue was up 4.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.20 EPS. Analysts predict that Schneider National will post 1.12 EPS for the current fiscal year.

Schneider National Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Friday, March 13th will be given a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from Schneider National’s previous quarterly dividend of $0.10. Schneider National’s dividend payout ratio is presently 59.38%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on SNDR shares. Citigroup boosted their price target on shares of Schneider National from $23.00 to $31.00 and gave the stock a “neutral” rating in a report on Wednesday, January 7th. Weiss Ratings restated a “hold (c)” rating on shares of Schneider National in a research report on Monday, December 29th. Zacks Research lowered shares of Schneider National from a “hold” rating to a “strong sell” rating in a research note on Monday, October 13th. Susquehanna boosted their price objective on Schneider National from $19.00 to $30.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Finally, Stifel Nicolaus raised their target price on Schneider National from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $28.80.

Schneider National News Roundup

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

• Positive Sentiment: Board approved a $150 million share repurchase program (up to ~2.9% of shares), which supports buyback-driven EPS/price support. RTT News: Buyback
• Positive Sentiment: Company raised the quarterly dividend to $0.10 (a ~5.3% increase year-over-year), providing modest income support and signaling confidence in cash flow. (Record/ex-dividend dates announced.)
• Positive Sentiment: Planned leadership transition — Mark Rourke will become Executive Chairman and Jim Filter named President & CEO effective July 1, 2026; framed as continuity for growth strategy. BusinessWire: Leadership Transition
• Neutral Sentiment: Company released Q4 press materials, slide deck and hosted a conference call — listen or read the slides for management’s detailed guidance and margin drivers. Press Release / Slides
• Negative Sentiment: Q4 EPS of $0.13 missed consensus ($0.21) and revenue $1.25B missed estimates (~$1.45B); the shortfall drove the initial selloff. Zacks: Earnings Miss
• Negative Sentiment: Management cited softer-than-expected market conditions starting in November, a truncated peak season and weaker volumes; guidance/commentary was viewed as soft by the market. Seeking Alpha: Soft Guidance

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.