Schneider National (SNDR) Balance Sheet & Financial Health Metrics
This article provides a financial health overview of Schneider National (SNDR), noting its debt-to-equity ratio, total assets, and liabilities. It highlights the company's ability to cover interest payments with EBIT and its satisfactory net debt to equity ratio. The report also includes recent updates on dividends, earnings, and analyst price targets.
SNDR SEC Filings - Schneider Nation 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Schneider National, Inc. (SNDR) SEC filings, including 10-K, 10-Q, and 8-K forms, offering investors detailed financial and operational data. The platform uses AI-powered summaries to simplify complex regulatory disclosures and provides real-time updates on material events, insider transactions, and dividend announcements. Recent filings highlight Q3 2025 results, dividend declarations, and executive stock transactions.
Schneider National Stock (ISIN: US80627D1019) Declines 5.5% Ahead of $0.10 Dividend Ex-Date
Schneider National stock (ISIN: US80627D1019) experienced a 5.53% decline to $23.75 on March 12, 2026, as investors adjusted their positions ahead of the March 13 ex-dividend date for a $0.10 quarterly payout. This movement reflects typical pre-dividend adjustments and broader sector pressures within the trucking industry, despite the company's commitment to returning capital through steady dividends. The article details the company's business model, financial health, and analyst views, highlighting both risks and catalysts for European investors.
Is Citigroup’s Neutral Call Reframing Schneider National’s (SNDR) Earnings Reliability Narrative in Freight Logistics?
Citigroup has shifted Schneider National's (SNDR) rating from "Sell" to "Neutral" due to mixed financial indicators, earnings volatility, and sector headwinds, despite the company's diversified operations. This change highlights the market's focus on Schneider's business mix and earnings reliability in assessing its long-term position in freight logistics. While optimistic analysts project higher earnings, Citigroup's cautious stance suggests a reframing of investment expectations for the company.
Schneider National Stock (ISIN: US80627D1019) Declines 5.5% Ahead of $0.10 Dividend Ex-Date
Schneider National stock (ISIN: US80627D1019) saw a 5.53% decline to $23.75 on March 12, 2026, ahead of its March 13 ex-dividend date for a $0.10 quarterly payout. This dip is attributed to pre-dividend adjustments and broader pressures within the trucking sector, despite the company's commitment to capital returns and estimated long-term EPS growth. The article also highlights analyst ratings, the company's business model as a multimodal trucking leader, and the impact of freight cycles on its margins.
EEOC files lawsuit in Maryland over Schneider National's service dog accommodation denial
The U.S. Equal Employment Opportunity Commission (EEOC) has filed a federal lawsuit against Green Bay-headquartered trucking company Schneider National for alleged disability discrimination. The lawsuit claims Schneider rescinded a job offer to a qualified applicant in Baltimore after learning she had PTSD and required a service dog for accommodation. Schneider National is accused of violating the Americans with Disabilities Act (ADA) by refusing to allow the woman to drive with her service dog.
Schneider Files Paperwork Preparing to Go Public
Schneider National Inc. has filed paperwork with the SEC for an initial public stock offering of up to $100 million. The Wisconsin-based company, one of the largest carriers in the U.S. with 11,000 trucks, plans to use the proceeds for general corporate purposes, including debt repayment, capital expenditures, and potential acquisitions. Schneider, which posted $3.96 billion in revenues in 2015, had previously announced its intention to pursue an IPO in 2017 to ensure continuity of family ownership and its corporate governance structure.
Schneider (NYSE: SNDR) EVP Devgun makes bona fide gift of Class B stock
Shaleen Devgun, EVP-Chief Innovation, Tech at Schneider National, Inc. (SNDR), reported a bona fide gift of 9,415 directly held Class B common shares and 9,415 Class B shares held indirectly through a trust on February 26, 2026. The transaction price for these gifts was reported as $0.00 per share, indicating they were not market sales. Following these gifts, Devgun retains significant holdings of 38,619 direct and 122,787 indirect Class B shares.
Schneider (NYSE: SNDR) CFO sells 6,000 Class B shares
Schneider National's EVP and CFO, Darrell George Campbell, sold 6,000 shares of Class B Common Stock at a weighted average price of $28.89 per share in an open-market transaction. Following this sale, Campbell directly holds 66,275 shares of Class B Common Stock. The transaction was filed on February 20, 2026, and the shares were sold on February 19, 2026.
Schneider National (SNDR) CFO reports stock award and tax-withholding share disposals
Schneider National's CFO, Darrell George Campbell, reported receiving a stock award of 24,365 Class B common shares and simultaneously disposing of shares to cover tax liabilities from previously vested restricted stock units. The newly awarded restricted stock units will vest in three equal annual installments beginning February 15, 2026, while the disposed shares were related to units granted in 2023, 2024, and 2025. After these transactions, Campbell continues to hold tens of thousands of Schneider National shares directly.
Executive at Schneider (NYSE: SNDR) gets 3,916-share grant, pays taxes in stock
Shelly A. Dumas Magnin, VP and Corporate Controller at Schneider National, Inc. (NYSE: SNDR), received a grant of 3,916 Class B shares through a restricted stock unit award on February 13, 2026, which vests over three years. On February 15, 2026, she had shares withheld to cover tax liabilities associated with the vesting of previous restricted stock unit awards from 2022-2025. Following these transactions, her direct ownership in Schneider Class B shares amounts to 27,122.
Schneider honors nearly 200 drivers with safe driver awards
Schneider National Inc. has recognized nearly 200 of its drivers with safe driving awards, celebrating significant career milestones in safety. These awards include the Million Mile Driver Award, Consecutive Safe Driving Award, and induction into the company's Haul of Fame, highlighting drivers who have achieved millions of accident-free miles and years on the road. Five drivers notably reached 4 million safe driving miles, a feat achieved by only a dozen others in the company's history.
Schneider National EVP - CFO Campbell sells $173k in stock By Investing.com
Schneider National's EVP and CFO, Darrell George Campbell, sold 6,000 shares of Class B Common Stock for a total of $173,340 on February 19, 2026. This transaction occurred amidst the company's stock trading up nearly 44% from its 52-week low, despite Schneider National reporting fourth-quarter 2025 results that missed analyst expectations, leading to mixed analyst reactions.
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.
What Schneider National (SNDR)'s EV Milestone and Citigroup Downgrade Means For Shareholders
Schneider National (SNDR) recently achieved a milestone of 10 million zero-emission miles with its electric trucks, highlighting its commitment to sustainability and operational efficiency. However, this positive news is contrasted by a Citigroup downgrade to "Sell," raising questions about the company's near-term outlook due to freight demand and pricing uncertainty. The article explores how these developments might impact Schneider National's investment narrative, balancing long-term efficiency gains against short-term market pressures.
SCHNEIDER NATIONAL Q4 2025 Earnings Preview: Recent $SNDR Insider Trading, Hedge Fund Activity, and More
This article previews SCHNEIDER NATIONAL's (SNDR) Q4 2025 earnings, expected on January 29th, with analysts forecasting $1.48 billion in revenue and $0.21 EPS. It details insider trading activities, noting two sales by an EVP in the last six months, and significant hedge fund adjustments to their SNDR holdings. The report also covers congressional trading, recent analyst ratings, and price targets for the stock.
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.
Should Investors Get Rid of Schneider Stock Despite Its Lower Valuation?
Despite Schneider National, Inc. (SNDR) appearing cheap from a valuation perspective and exhibiting strong shareholder-friendly actions and declining capital expenditures, investors are advised against buying the stock. This is primarily due to significant headwinds, including adverse insurance-related costs leading to a tempered earnings outlook, reduced adjusted earnings per share guidance for 2025, and ongoing macroeconomic uncertainty impacting its logistics segment. The stock's current Zacks Rank #4 (Sell) further reinforces this cautious stance.
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.
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.
