Should Investors Get Rid of Schneider Stock Despite Its Lower Valuation?
Despite Schneider National, Inc. (SNDR) appearing cheap from a valuation standpoint and exhibiting positive tailwinds such as strong earnings guidance, cost-reduction initiatives, and a solid balance sheet, the stock is currently rated as a Strong Sell by Zacks. This is due to significant headwinds including increased third-party carrier costs, impact from auto production shutdowns, rising healthcare and insurance expenses, and a challenging macroeconomic environment affecting its logistics segment. These factors collectively diminish its investment appeal despite its shareholder-friendly actions.
Schneider National EVP - CFO Campbell sells $173k in stock
Darrell George Campbell, EVP and CFO of Schneider National (NASDAQ:SNDR), sold 6,000 shares of Class B Common Stock for a total of $173,340. This transaction occurred on February 19, 2026, with shares sold at a weighted average price of $28.89. The company's stock is currently trading at $29.63, showing a significant gain from its 52-week low, despite a recent earnings miss in Q4 2025.
Schneider National CEO Handover Puts Execution And Governance In Focus
Schneider National (NYSE:SNDR) has announced a leadership transition, with Jim Filter stepping in as the new CEO and current CEO Mark Rourke becoming Executive Chairman. This move emphasizes continuity and execution, particularly as the company reported lower Q4 and full-year 2025 results amid a weak freight market. The succession plan aims to balance new leadership with institutional knowledge, focusing on operational efficiency and technology adoption to navigate industry challenges.
Schneider National Goes Public With IPO Announcement
Schneider National announced the launch of its initial public offering of 28,947,000 shares of Class B common stock. The anticipated price per share is $18-$20, valuing the offering at up to $580 million. The company's Class B common stock has been approved for listing on the New York Stock Exchange under the symbol SNDR.
Schneider National (SNDR) Margin Compression To 1.8% Tests Bullish Earnings Growth Narrative
Schneider National (SNDR) reported its Q4 FY 2025 results with revenue of US$1.4 billion and a net profit margin of 1.8%, a decrease from 2.2% a year prior. Despite tight margins and a five-year earnings contraction, analysts forecast a significant 42.7% annual earnings growth, which is central to the bullish case. The stock trades at a P/E of 45.4x, higher than the industry average, but its DCF fair value is significantly above the current share price, suggesting a potential opportunity if the company meets its growth projections.
Schneider increases quarterly dividend by 5%, approves $150 million buyback
Schneider National, Inc. has announced a 5% increase in its quarterly cash dividend, raising it to $0.10 per share. Concurrently, the company approved a new $150 million stock repurchase program to offset equity grants to employees. These financial moves reflect Schneider's profitability over the last twelve months and its strategic financial management, despite recent earnings falling short of analyst forecasts.
Schneider Announces Leadership Transition: Mark Rourke to Become Executive Chairman; Jim Filter Named President and CEO
Schneider National, Inc. ($SNDR) has announced a leadership transition plan effective July 1, 2026. Mark Rourke, the current President and CEO, will transition to Executive Chairman of the Board, while Jim Filter, Executive Vice President and Group President of Transportation and Logistics, will become the new President and CEO. This change is part of the company's multi-year succession planning and growth strategy, with James Welch also taking on the role of Lead Independent Director of the Board.
Schneider Announces Leadership Transition: Mark Rourke to Become Executive Chairman; Jim Filter Named President and CEO
Schneider National, Inc. has announced a leadership transition effective July 1, 2026, where current President and CEO Mark Rourke will become Executive Chairman of the Board. Jim Filter, currently Executive Vice President and Group President of Transportation and Logistics, will succeed Rourke as President and CEO. This change is part of the company's succession planning to ensure continuity and drive future growth, with James Welch taking on the role of Lead Independent Director.
Schneider Q4 Earnings Miss Estimates, Down Year Over Year
Schneider National, Inc. (SNDR) reported lower-than-expected earnings and revenues for Q4 2025, missing Zacks Consensus Estimates. The company attributed the disappointing results to softer market conditions, a truncated peak season, and increased costs. Despite the miss, Schneider announced a new share repurchase program and a dividend hike while providing a cautious 2026 outlook.
Schneider National, Inc. Announces Fourth Quarter 2025 Results
Schneider National, Inc. (NYSE: SNDR) announced its financial results for the fourth quarter and full year ended December 31, 2025, with fourth-quarter operating revenues of $1.4 billion and diluted EPS of $0.13. The company noted softer market conditions and spiking third-party carrier costs affecting Q4 results but anticipates improved market conditions in 2026 due to regulatory actions and continued cost savings initiatives. Schneider also provided 2026 guidance, projecting adjusted diluted EPS between $0.70 and $1.00 and net capital expenditures of $400-450 million.
Schneider National, Inc. Announces Fourth Quarter 2025 Results
Schneider National, Inc. reported its Q4 2025 financial results, showing operating revenues of $1.4 billion, a 5% increase year-over-year, but a 14% decrease in income from operations to $36.5 million, with diluted EPS falling to $0.13. The company attributed the decline to softer market conditions and increased third-party carrier capacity costs, but expects improvement with cost savings and strategic initiatives in 2026. Schneider National also announced a new $150.0 million stock repurchase program and declared a $0.10 dividend.
Schneider names Jim Filter as next CEO in leadership transition By Investing.com
Schneider National, Inc. has announced that Jim Filter will become its next President and CEO on July 1, 2026, as part of a planned leadership transition. Filter, currently Executive Vice President and Group President of Transportation and Logistics, will succeed Mark Rourke, who will become Executive Chairman. This change is part of a comprehensive succession plan aimed at positioning the company for future growth.
Earnings Flash (SNDR) Schneider National, Inc. Reports Q4 Revenue $1.40B, vs. FactSet Est of $1.45B
Schneider National, Inc. (SNDR) reported its fourth-quarter revenue of $1.40 billion, falling short of FactSet's estimate of $1.45 billion. The company also announced Q4 adjusted EPS of $0.13 per share, which was below FactSet's estimate of $0.20 per share. Looking ahead, Schneider National expects its full-year 2026 adjusted EPS to be in the range of $0.70 to $1.00, also below analyst expectations.
Schneider increases quarterly dividend by 5%, approves $150 million buyback
Schneider National, Inc. announced a 5% increase in its quarterly cash dividend to $0.10 per share and authorized a new $150 million stock repurchase program. This dividend will be paid on April 8, 2026, to shareholders of record as of March 13, 2026, bringing the annual dividend to $0.40 per share. The new repurchase program replaces a previous authorization and is intended to offset the dilutive effect of equity grants, with the company emphasizing its strong financial health and moderate debt levels.
Schneider names Jim Filter as next CEO in leadership transition By Investing.com
Schneider National, Inc. has announced Jim Filter will become the company’s next President and CEO, effective July 1, 2026, as part of a strategic leadership transition. Filter, currently Executive Vice President and Group President of Transportation and Logistics, will succeed Mark Rourke, who will transition to Executive Chairman. This move coincides with Schneider's solid financial health, recent dividend increase, stock repurchase program, and favorable analyst upgrades, positioning the company for its next growth phase.
Schneider names Jim Filter as next CEO in leadership transition
Schneider National, Inc. has announced Jim Filter will become the next President and CEO effective July 1, 2026, marking a significant leadership transition. Filter, currently Executive Vice President and Group President of Transportation and Logistics, will succeed Mark Rourke, who will become Executive Chairman of the Board. This change is part of a comprehensive succession plan aimed at positioning the $5.29 billion transportation company for future growth.
Schneider Announces Leadership Transition: Mark Rourke to Become Executive Chairman; Jim Filter Named President and CEO
Schneider National, Inc. has announced a leadership transition, effective July 1, 2026. Mark Rourke, the current President and CEO, will become Executive Chairman of the Board, while Jim Filter, Executive Vice President and Group President of Transportation and Logistics, will be promoted to President and CEO. This change is part of the company's multi-year succession planning to ensure continuity and future growth, with James Welch also becoming Lead Independent Director.
Press Release: Schneider National, Inc. Announces Increase to Quarterly Dividend and New Share Repurchase Program
Schneider National, Inc. has announced an increase to its quarterly dividend and the initiation of a new share repurchase program. This news was reported by Dow Jones on January 28th. The article briefly mentions Unity Software's Q4 earnings as a separate item, noting its revenue increased by 35% year-over-year.
Schneider National, Inc. announces increase to quarterly dividend and new share repurchase program
Schneider National, Inc. (NYSE: SNDR) has announced a 5% increase in its quarterly cash dividend to $0.10 per share and a new $150 million share repurchase program. The dividend is payable on April 8, 2026, to shareholders of record as of March 13, 2026. The new share repurchase program, effective immediately, replaces a similar expiring program and aims to offset dilution from equity grants to employees.
Schneider National, Inc. (NYSE:SNDR) Receives Consensus Recommendation of "Hold" from Brokerages
Schneider National, Inc. (NYSE:SNDR) has received a consensus "Hold" recommendation from seventeen brokerages, with an average target price of $28.80. The company recently missed earnings expectations, reporting $0.12 EPS against an expected $0.21, although revenue increased by 10.4% to $1.45 billion. Analysts anticipate the company to post $1.12 EPS for the current fiscal year.
Lobbying Update: $60,000 of SCHNEIDER NATIONAL INC. lobbying was just disclosed
A new Lobbying Disclosure Act filing revealed that SCHNEIDER NATIONAL INC. lobbied for $60,000 in Q4 2025 on issues such as driver compensation, transportation infrastructure, supply chain concerns, and excise taxes. The report also detailed recent congressional stock trading, insider trading activity, institutional investor movements, and analyst ratings for SNDR.
SG Americas Securities LLC Acquires 51,661 Shares of Schneider National, Inc. $SNDR
SG Americas Securities LLC significantly increased its stake in Schneider National, Inc. by 142.6%, purchasing 51,661 additional shares to own a total of 87,891 shares valued at $1.86 million. This move is part of broader institutional interest, with hedge funds and other institutional investors collectively holding 28.54% of the company's stock. Despite missing quarterly EPS estimates, Schneider National's revenue increased by 10.4%, and analysts have a "Moderate Buy" rating with a consensus price target of $28.80.
Schneider National: Why The Freight Cycle Turn In 2026 Supports A Buy (NYSE:SNDR)
Schneider National (SNDR) has been upgraded to a Buy rating with a new price target of $33.43, based on an improved earnings outlook for FY27. The company's growth is expected to come from the Cowan acquisition, cost synergies, and stable demand in a period of industry capacity rationalization. Although current margins are depressed due to high claims and market challenges, a significant improvement is anticipated after 2025.
Are Cautious Analyst Updates Reframing Schneider National (SNDR) as a Freight Infrastructure Staple?
Recent analyst updates from Susquehanna, Wells Fargo, B of A Securities, and Citi have highlighted Schneider National (SNDR) as a fundamentals-focused operator with a robust multimodal freight network and a history of consistent dividends. These updates reframe Schneider National as a crucial infrastructure player in North American freight, emphasizing its long-term potential for moving goods across various economic conditions. Despite the cautious-but-constructive ratings and raised price targets, investors still need to consider ongoing risks like freight overcapacity and spot pricing pressure against the company's technology-driven efficiencies.
At US$26.97, Is It Time To Put Schneider National, Inc. (NYSE:SNDR) On Your Watch List?
Schneider National, Inc. (NYSE:SNDR) has seen a significant share price rise and appears expensive according to the price-to-earnings ratio compared to the Transportation industry average. Despite its current valuation, the company's future earnings are expected to double, indicating optimistic growth. Potential investors are advised to consider the positive outlook and analyst forecasts before making investment decisions, while current shareholders might consider the market having priced in the positive outlook.
Schneider National, Inc. (NYSE:SNDR) Receives Consensus Rating of "Hold" from Analysts
Schneider National, Inc. (NYSE:SNDR) has a consensus analyst rating of "Hold" from 18 brokers, with an average 1-year target price of $26.20. The company recently reported quarterly EPS of $0.12, missing estimates, and revenue of $1.45 billion, while also declaring a quarterly dividend of $0.095 per share. Several hedge funds have adjusted their stakes in SNDR, and the company has received updated ratings from various investment analysts.
Should Investors Get Rid of Schneider Stock Despite Its Lower Valuation?
Despite Schneider National, Inc. (SNDR) appearing undervalued with a P/S-F12M of 0.80X compared to the industry's 1.46X and exhibiting positive attributes like declining capital expenditures and a strong balance sheet, the stock faces significant headwinds. These include a reduced 2025 adjusted EPS guidance due to insurance-related costs, macroeconomic uncertainty, and lower brokerage volumes impacting its logistics segment. Consequently, its Zacks Rank #4 (Sell) suggests investors should consider divesting the stock.
Thrivent Financial for Lutherans Decreases Holdings in Schneider National, Inc. $SNDR
Thrivent Financial for Lutherans reduced its stake in Schneider National, Inc. (NYSE:SNDR) by 11.5% in the second quarter, selling 280,341 shares and retaining 2,151,573 shares valued at approximately $51.96 million. The company's stock shows a market cap of $4.73 billion and a P/E ratio of 42.18, with a recent quarterly EPS miss ($0.12 vs. $0.21 expected) despite a 10.4% revenue increase. Analysts maintain a "Hold" rating with an average target price of $25.80, and the company has declared a quarterly dividend of $0.095 representing a 1.4% yield.
Investors Appear Satisfied With Schneider National, Inc.'s (NYSE:SNDR) Prospects As Shares Rocket 29%
Schneider National, Inc. (NYSE:SNDR) shares have surged 29% recently, though they are still down 9.0% over the last year. Despite a high P/E ratio of 41.1x compared to the broader U.S. market, investors seem optimistic due to analyst forecasts predicting a 52% earnings growth for the company next year, significantly outpacing the market's expected 16% expansion. This anticipated strong future growth is driving investor confidence and contributing to the elevated P/E.
Schneider National (NYSE:SNDR) Price Target Raised to $29.00
Stifel Nicolaus raised its price target for Schneider National (NYSE:SNDR) to $29.00 from $25.00, maintaining a "buy" rating with a potential upside of 7.77%. Analyst consensus on MarketBeat.com is "Hold" with an average target of $26.07, despite the company missing Q3 earnings expectations. Shares traded down slightly to $26.91, with a market capitalization of $4.72 billion.
Geode Capital Management LLC Acquires 31,387 Shares of Schneider National, Inc. $SNDR
Geode Capital Management LLC increased its stake in Schneider National, Inc. by 3.9%, acquiring 31,387 shares and now holding 836,497 shares valued at approximately $20.2 million. Institutional ownership of SNDR stands at 28.54%. Despite missing earnings last quarter, the company announced a quarterly dividend of $0.095 and has a consensus "Hold" rating from analysts with a target price of $25.64.
Schneider National’s acquisition pipeline preps for dedicated growth
Schneider National is actively pursuing acquisitions to expand its dedicated trucking business, with CEO Mark Rourke aiming for a purchase every 12 to 18 months. The company focuses on acquiring carriers with specialty components and defensible long-term contracts. This strategy aims to strengthen its market position, provide more shipper options, boost efficiencies, and control costs, especially as more carriers exit the market, creating opportunistic acquisition targets.
Schneider National, Inc. announces participation in upcoming conference
Schneider National, Inc. (NYSE: SNDR) has announced its participation in the 2025 Baird Global Industrial Conference on Wednesday, November 12, 2025. Mark Rourke, President and CEO, and Darrell Campbell, Executive Vice President and CFO, will engage in a fireside chat and investor discussions beginning at 1:10 p.m. (Central Time). A webcast of the event will be available on Schneider's Investor Relations website.
Schneider National (SNDR): Evaluating Valuation Following Launch of Fast Track Premium Freight Service
Schneider National (SNDR) has launched its new Fast Track premium freight service to offer faster and more reliable shipping, aiming to regain momentum after its stock price declined by 32.4% over the past year. Despite trading below analyst targets and an "undervalued" narrative suggesting a fair value of $25.42 against its current $20.77, the company's P/E ratio of 31.9x is higher than the industry average, indicating a premium valuation by the market. This article explores whether the new service creates a genuine value opportunity or if the market has already factored in future growth.
Could Schneider’s (SNDR) Fast Track Reveal a New Approach to Intermodal Efficiency?
Schneider National has launched "Fast Track," a premium shipping solution integrating truckload and intermodal services with prioritized rail partnerships to offer faster, more reliable, and cost-efficient freight transport. This initiative aims to address earnings volatility and margin pressure by improving capacity utilization and pricing power, with a focus on high-service lanes and rail partnerships. While Fast Track supports the company's broader efficiency efforts, the primary challenge remains persistent market overcapacity and fluctuating freight rates which could impact near-term margin expansion.
Schneider National stock hits 52-week low at $20.58 By Investing.com
Schneider National stock has fallen to a new 52-week low of $20.58, reflecting a 26.66% decline over the past year and 21.79% year-to-date. Despite analyst revisions lowering earnings expectations, the company reported increased Q2 2025 revenues and a steady dividend, with Benchmark maintaining a Buy rating. The stock's current valuation suggests it might be undervalued, highlighting a challenging period for the transportation and logistics firm.
Schneider National Launches Fast Track Premium Intermodal
Schneider National has introduced "Schneider Fast Track intermodal," a premium solution for shippers with time-sensitive and high-service freight. This service combines Schneider’s trucking and intermodal capabilities with key rail partnerships (CPKC, CSX, Union Pacific) to offer faster transit times and increased consistency on specific lanes, including those connecting Mexico with the U.S. Southeast. Fast Track aims to provide a truck-like experience with intermodal benefits, boasting faster transits, prioritized placement, 24/7 tracking, and a high cargo security record.
Schneider National (NYSE: SNDR) declares $0.095 dividend, payable in January 2026
Schneider National, Inc. (NYSE: SNDR) announced that its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock. This dividend is payable to shareholders of record as of December 12, 2025, and is expected to be paid on January 12, 2026. The announcement highlights the company's commitment to returning value to its shareholders.
SNDR - Schneider Nation Latest Stock News & Market Updates
This page provides the latest news and market updates for Schneider National, Inc. (NYSE: SNDR), a leading multimodal transportation and logistics company. It covers topics such as quarterly financial results, strategic initiatives, service innovations like Schneider Fast Track, and recent corporate events including the Cowan Systems acquisition and dividend declarations. The content aims to offer investors and traders insights into Schneider's operating performance, growth strategies, and role in North American freight transportation.
Schneider National, Inc. Announces Third Quarter 2025 Results
Schneider National, Inc. announced its third quarter 2025 results, reporting operating revenues of $1.5 billion and diluted earnings per share of $0.11. The company's performance was influenced by the acquisition of Cowan Systems and claims costs, with market conditions becoming more tempered as the quarter progressed. Schneider is guiding for full-year 2025 Adjusted Diluted Earnings per Share of approximately $0.70 and Net Capital Expenditures of approximately $300 million.
Schneider National Q3 2025 slides: Revenue grows 10% but profits slide amid challenges
Schneider National (NYSE:SNDR) reported a 10% revenue increase in Q3 2025, reaching $1.3 billion, but saw a significant profit decline with adjusted EPS falling 40% to $0.12, missing analyst expectations. This performance, attributed to unexpected claims and a challenging freight market, led to an 8.77% stock drop in pre-market trading. Despite these setbacks and downward revisions from analysts, the company maintains its full-year EPS guidance and expresses optimism for 2026 due to strategic shifts towards Intermodal and Dedicated services.
Schneider National Q3 2025 slides: Revenue grows 10% but profits slide amid challenges
Schneider National (NYSE:SNDR) reported mixed Q3 2025 results, with revenues (excluding fuel surcharge) growing 10% year-over-year to $1.3 billion, but adjusted earnings per share plummeting 40% to $0.12, missing analyst expectations. The company faced challenges including $16 million in unexpected claims-related costs and a tough freight market, causing its stock to drop in pre-market trading. Despite the profit slide, Schneider affirms its full-year EPS guidance and maintains optimism for 2026 market conditions due to its strategic shift towards Dedicated trucking and Intermodal services.
Schneider National, Inc. announces quarterly dividend
Schneider National, Inc. (NYSE: SNDR) declared a quarterly cash dividend of $0.095 per share for its Class A and Class B common stock. This dividend will be payable to shareholders of record as of December 12, 2025, with an expected payment date of January 12, 2026. Schneider is a multimodal provider of transportation, intermodal, and logistics services.
About Us | Oil & Gas Journal - Schneider National, Inc. announces quarterly dividend
Schneider National, Inc. (NYSE: SNDR) has announced a quarterly cash dividend of $0.095 per share for its Class A and Class B common stock. This dividend, declared on October 27, 2025, is payable to shareholders of record as of December 12, 2025, and is expected to be paid on January 12, 2026. Schneider is a premier multimodal provider of transportation, intermodal, and logistics services.
Schneider National, Inc. announces quarterly dividend
Schneider National, Inc. (NYSE: SNDR) has announced that its Board of Directors declared a quarterly cash dividend of $0.095 per share for its Class A and Class B common stock. The dividend is payable to shareholders of record as of December 12, 2025, and is expected to be paid on January 12, 2026. Schneider is a premier multimodal provider of transportation, intermodal, and logistics services, with 90 years of industry experience.
Schneider National not yet choosing sides on potential changes to railroad landscape
Schneider National is currently evaluating the potential impact of a Union Pacific-Norfolk Southern merger on its intermodal operations, without taking an official stance yet. The company emphasizes its pro-competition and pro-customer approach to any changes in the railroad landscape. Schneider also reported its second-quarter adjusted earnings per share were 21 cents, ahead of expectations, and refined its full-year 2025 EPS guidance to 75 cents to 95 cents.
Schneider National, Inc. announces quarterly dividend
Schneider National, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.095 per share for its Class A and Class B common stock. The dividend is payable to shareholders of record as of September 12, 2025, and is expected to be paid on October 9, 2025. Schneider is a multimodal provider of transportation, intermodal, and logistics services.
Schneider recognizes over 200 drivers for outstanding commitment to safety
Schneider National, Inc. is celebrating 220 drivers for their exceptional commitment to safety, achieving record-low accident frequency in 2024. The company honored these drivers with various awards, including the Consecutive Safe Driving Award, Million Mile Award, and induction into the Haul of Fame, highlighting Schneider's culture of safety, rigorous training, and advanced technology. Greg Swift notably became only the third driver in company history to reach 5 million safe miles.
Schneider recognizes over 200 drivers for outstanding commitment to safety
Schneider National, Inc. celebrated 220 drivers for achieving significant safety milestones, including multiple consecutive safe driving awards, Million Mile awards, and inductions into the Haul of Fame. These achievements underscore Schneider's "Safety First and Always" culture, which is supported by rigorous training and advanced safety technology. The company also reached an all-time low in accident frequency in 2024.
BPAS - Schneider National, Inc. announces quarterly dividend
Schneider National, Inc. (NYSE: SNDR) has announced that its Board of Directors declared a quarterly cash dividend of $0.095 per share for Class A and Class B common stock. The dividend will be payable to shareholders of record as of June 13, 2025, with payment expected on July 10, 2025. Schneider is a premier multimodal provider of transportation, intermodal, and logistics services, with 90 years of industry experience.
