Schneider National (NYSE:SNDR) Shares Gap Down on Disappointing Earnings

Schneider National, Inc. (NYSE:SNDR) shares gapped down prior to trading on Friday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $29.71, but opened at $24.46. Schneider National shares last traded at $27.1240, with a volume of 219,650 shares traded.

The company reported $0.13 earnings per share for the quarter, missing analysts’ consensus estimates 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 analyst estimates of $1.45 billion. During the same quarter in the prior year, the business earned $0.20 earnings per share. The business’s revenue was up 4.5% on a year-over-year basis.

Schneider National Increases Dividend

The business 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 $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 1.5%. 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 currently 59.38%.

Schneider National announced that its Board of Directors has initiated a stock buyback program on Wednesday, January 28th that authorizes the company to buyback $150.00 million in shares. This buyback authorization authorizes the company to buy up to 2.9% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s leadership believes its shares are undervalued.

Key Schneider National News

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

• Positive Sentiment: Board authorizes $150 million share repurchase (up to ~2.9% of shares). Buybacks typically support the stock and signal management confidence in valuation. Repurchase Authorization
• Positive Sentiment: Quarterly dividend increased (next payment $0.10; modest raise and ~1.3% yield). Provides income support and is a shareholder-friendly signal. (Company announcement)
• Positive Sentiment: TD Cowen maintained a Buy rating while lowering its price target to $30, implying upside from current levels. TD Cowen Note
• Neutral Sentiment: Company released its Q4 slide deck and held the earnings call — useful for modeling and management commentary but contains details that already reflected the wider guidance/earnings miss. Slide Deck / Press Release
• Negative Sentiment: Q4 earnings missed estimates — reported $0.13 EPS vs. $0.21 consensus and revenue $1.25B vs. $1.45B expected; management cited softer demand and a truncated peak season, pressuring margins. Zacks: Earnings/Revenue Miss
• Negative Sentiment: FY2026 EPS guidance reset to $0.70–$1.00, well below the ~$1.08 consensus — implies weaker profitability recovery than investors expected. (Company guidance update)
• Negative Sentiment: Analysts trimmed price targets and neutral/equal-weight views after the miss: Wells Fargo cut target to $25 (equal weight) and JPMorgan lowered to $26 (neutral), increasing near-term downside pressure. Analyst Notes
• Negative Sentiment: Market reaction: multiple outlets report shares tumbling after results and weak 2026 outlook, reflecting investor concern over volume softness and higher costs. Investing.com: Shares Tumble

Analyst Ratings Changes

A number of analysts recently issued reports on SNDR shares. 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 report on Friday. TD Cowen lowered their target price on shares of Schneider National from $31.00 to $30.00 and set a “buy” rating on the stock in a report on Friday. Stifel Nicolaus increased their price target on shares of Schneider National from $29.00 to $32.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Citigroup dropped their price objective on shares of Schneider National from $31.00 to $27.00 and set a “neutral” rating for the company in a research note on Friday. Finally, Evercore ISI upped their price target on shares of Schneider National from $21.00 to $30.00 and gave the company an “in-line” rating in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $29.20.

Hedge Funds Weigh In On Schneider National

Several hedge funds have recently modified their holdings of the company. Interchange Capital Partners LLC purchased a new stake in shares of Schneider National during the 4th quarter valued at $234,000. Certuity LLC bought a new stake in Schneider National during the fourth quarter valued at $282,000. Pictet Asset Management Holding SA bought a new stake in Schneider National during the fourth quarter valued at approximately $241,000. CWM LLC lifted its stake in Schneider National by 212.8% during the fourth quarter. CWM LLC now owns 8,784 shares of the company’s stock worth $233,000 after purchasing an additional 5,976 shares during the last quarter. Finally, Farther Finance Advisors LLC raised 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 acquiring an additional 1,110 shares in the last quarter. Institutional investors own 28.54% of the company’s stock.

Schneider National Stock Performance

The company has a quick ratio of 1.93, a current ratio of 2.11 and a debt-to-equity ratio of 0.17. The stock has a market cap of $4.70 billion, a PE ratio of 45.44, a P/E/G ratio of 0.75 and a beta of 1.08. The company has a fifty day moving average price of $27.11 and a 200 day moving average price of $24.68.

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.