TD Cowen Cuts Schneider National (NYSE:SNDR) Price Target to $30.00

Schneider National (NYSE:SNDR) had its price target cut by TD Cowen from $31.00 to $30.00 in a report released on Friday, MarketBeat Ratings reports. They currently have a buy rating on the stock.

Several other brokerages also recently weighed in on SNDR. Stifel Nicolaus upped their target price on shares of Schneider National from $29.00 to $32.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Evercore ISI raised their target price on Schneider National from $21.00 to $30.00 and gave the company an “in-line” rating in a research note on Tuesday, January 13th. National Bankshares set a $21.00 target price on Schneider National in a research report on Friday, October 31st. Zacks Research cut Schneider National from a “hold” rating to a “strong sell” rating in a research note on Monday, October 13th. Finally, Susquehanna raised their price objective on Schneider National from $19.00 to $30.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Schneider National has a consensus rating of “Hold” and an average price target of $29.20.

Schneider National Price Performance

SNDR stock opened at $26.81 on Friday. The firm has a market cap of $4.70 billion, a P/E ratio of 45.44, a price-to-earnings-growth ratio of 0.70 and a beta of 1.08. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.93 and a current ratio of 2.23. Schneider National has a 1 year low of $20.11 and a 1 year high of $30.98. The stock has a 50-day simple moving average of $27.11 and a 200-day simple moving average of $24.67.

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 analysts’ consensus estimates of $0.21 by ($0.08). Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.45 billion. During the same quarter in the prior year, the company earned $0.20 EPS. The firm’s revenue was up 4.5% compared to the same quarter last year. On average, equities analysts predict that Schneider National will post 1.12 earnings per share 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 issued a $0.10 dividend. This is a positive change from Schneider National’s previous quarterly dividend of $0.10. The ex-dividend date is Friday, March 13th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.5%. Schneider National’s dividend payout ratio (DPR) is presently 59.38%.

Schneider National announced that its board has initiated a stock buyback plan on Wednesday, January 28th that permits the company to buyback $150.00 million in outstanding shares. This buyback authorization permits the company to purchase up to 2.9% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s management believes its stock is undervalued.

Hedge Funds Weigh In On Schneider National

A number of hedge funds have recently added to or reduced their stakes in SNDR. Elevation Point Wealth Partners LLC acquired a new stake in shares of Schneider National during the second quarter worth $37,000. Caitong International Asset Management Co. Ltd boosted its holdings in shares of Schneider National by 2,425.4% in the 3rd 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. Farther Finance Advisors LLC grew 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 valued at $48,000 after buying an additional 1,110 shares during the last quarter. KBC Group NV grew its position in shares of Schneider National by 86.3% during the 2nd 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 during the last quarter. Finally, Quarry LP raised its stake in Schneider National by 36.7% during the third quarter. Quarry LP now owns 3,404 shares of the company’s stock worth $72,000 after acquiring an additional 913 shares during the period. Institutional investors and hedge funds own 28.54% of the company’s stock.

Schneider National News Summary

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

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.