Zacks Research Has Negative Outlook for SNDR FY2027 Earnings

Schneider National, Inc. (NYSE:SNDR) – Zacks Research reduced their FY2027 earnings estimates for Schneider National in a note issued to investors on Thursday, February 12th. Zacks Research analyst Team now anticipates that the company will post earnings of $1.47 per share for the year, down from their prior forecast of $1.86. The consensus estimate for Schneider National’s current full-year earnings is $1.12 per share.

A number of other brokerages have also recently weighed in on SNDR. Evercore upped their price target on Schneider National from $21.00 to $30.00 and gave the company an “in-line” rating in a research report on Tuesday, January 13th. JPMorgan Chase & Co. reduced their target price on shares of Schneider National from $28.00 to $26.00 and set a “neutral” rating on the stock in a research note on Friday, January 30th. Stifel Nicolaus lowered shares of Schneider National from a “buy” rating to a “hold” rating and lowered their target price for the stock from $32.00 to $26.00 in a 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 target for the company. in a report on Friday, February 6th. Finally, Bank of America upgraded shares of Schneider National from a “neutral” rating to a “buy” rating and set a $32.00 price target on the stock in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Schneider National presently has an average rating of “Hold” and an average target price of $28.43.

Schneider National Trading Up 0.6%

Shares of SNDR opened at $28.76 on Monday. The company has a current ratio of 2.23, a quick ratio of 1.93 and a debt-to-equity ratio of 0.13. The stock has a market cap of $5.04 billion, a PE ratio of 48.74, a PEG ratio of 0.94 and a beta of 1.08. 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 $28.30 and a 200-day simple moving average of $24.95.

Schneider National (NYSE:SNDR) last announced its quarterly earnings results on Thursday, January 29th. The company reported $0.13 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.08). The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.45 billion. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.During the same quarter in the prior year, the business earned $0.20 EPS. The firm’s revenue for the quarter 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. Investors of record on Friday, March 13th will be given a dividend of $0.10 per share. 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 annualized dividend and a yield of 1.4%. Schneider National’s dividend payout ratio is currently 64.41%.

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

Institutional Investors Weigh In On Schneider National

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SNDR. Caitong International Asset Management Co. Ltd raised its stake in shares of Schneider National by 2,425.4% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock worth $36,000 after acquiring an additional 1,625 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of Schneider National during the second quarter valued at approximately $37,000. Global Retirement Partners LLC bought a new stake in shares of Schneider National during the fourth quarter valued at approximately $47,000. Farther Finance Advisors LLC increased its holdings in shares of Schneider National by 155.7% in the fourth quarter. Farther Finance Advisors LLC now owns 1,823 shares of the company’s stock valued at $48,000 after purchasing an additional 1,110 shares in the last quarter. Finally, KBC Group NV raised its position in Schneider National by 86.3% in the 2nd quarter. KBC Group NV now owns 2,290 shares of the company’s stock worth $55,000 after purchasing an additional 1,061 shares during the last quarter. Institutional investors and hedge funds own 28.54% of the company’s stock.

Trending Headlines about Schneider National

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

• Positive Sentiment: Zacks published a long‑range FY2028 EPS forecast of $2.28 for Schneider, implying substantial recovery beyond the next two years — a potential positive if execution and margin expansion materialize. Zacks / MarketBeat SNDR coverage
• Neutral Sentiment: There is a comparative financial piece contrasting CBL International and Schneider that is informational but unlikely to directly move SNDR shares. CBL International versus Schneider National Financial Contrast
• Negative Sentiment: Zacks cut multiple near-term estimates on 2/12: several Q1–Q4 2026 quarters (e.g., Q1 2026 to $0.12 from $0.17; FY2026 to $0.83 from $0.99) and multiple 2027 quarters (notable cuts: Q1 2027 to $0.27 from $0.36; Q3 2027 to $0.40 from $0.54). Those downward revisions reduce near‑term earnings visibility and may pressure the stock until Schneider demonstrates revenue growth or margin improvement. The Zacks view now sits below the consensus full‑year estimate (~$1.12), creating risk of further analyst revisions. Zacks Research estimate revisions

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.