Schneider National ESOP Shelf Sparks Questions On Dilution And Valuation Gap
Schneider National (NYSE:SNDR) has filed a shelf registration for an Employee Stock Ownership Plan (ESOP) offering of approximately 19.9 million Class B shares, valued at up to US$610 million. This move, concerning employee ownership and incentive structures, raises questions about potential dilution and long-term shareholder implications. Despite the pending ESOP, the stock is trading around its analyst target and significantly below its estimated fair value.
SNDR SEC Filings - Schneider Nation 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access Schneider National (SNDR) SEC filings, including annual reports (10-K), quarterly reports (10-Q), material event filings (8-K), and insider trading forms (Form 4). It also features AI-powered summaries for easier interpretation of complex financial documents. Recent filings highlight an executive's option exercises and sales, a quarterly earnings report, and a dividend declaration.
Schneider National VP sells $74,932 in stock By Investing.com
Shelly A Dumas Magnin, VP and Corporate Controller at Schneider National, Inc., sold 2,425 shares of Class B Common Stock for $74,932. This transaction occurred on May 6, 2026, with shares priced at $30.90 each, and was disclosed in a regulatory filing on May 8, 2026. The sale comes after a 36% stock surge and near the company's fair value.
Schneider National VP sells $74,932 in stock By Investing.com
Shelly A Dumas Magnin, VP and Corporate Controller at Schneider National, Inc. (NASDAQ:SNDR), sold 2,425 shares of Class B Common Stock for $74,932 on May 6, 2026. This sale occurred while the stock traded near its Fair Value after a 36% surge in six months. The company recently reported strong Q1 2026 earnings, exceeding EPS forecasts and leading several analyst firms to raise their price targets.
Trust reports 8,850 Schneider (NYSE: SNDR) Class B shares
Schneider National, Inc. director Austin M. Ramirez filed an amended initial ownership report (Form 3/A) revealing indirect ownership of 8,850 shares of Class B Common Stock by a trust. This filing clarifies existing holdings and does not indicate any recent purchases or sales. The amendment also includes a previously omitted Power of Attorney.
Schneider National (SNDR) VP sells 2,425 Class B shares in open market
Shelly A. Dumas Magnin, VP and Corporate Controller of Schneider National, Inc. (SNDR), sold 2,425 shares of Class B Common Stock on May 6, 2026, at $30.90 per share. This open-market transaction, detailed in a Form 4 filing, resulted in a net sale of $74,933 and leaves her with 24,697 shares directly held after the sale. The filing provides transparent information about insider trading activity, key figures, and financial terms related to the transaction.
SNDR SEC Filings - Schneider Nation 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Schneider National, Inc. (SNDR) SEC filings, including annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms (Form 4). It features AI-powered summaries to help investors quickly understand key points, segment performance, and capital allocation trends. Recent filings highlight insider gift transactions, dividend reinvestments, tax withholdings, and the company's Q3 2025 financial results showing increased revenue but reduced EPS.
Schneider National EVP Angela Fish sells $426,984 in stock By Investing.com
Angela M. Fish, Executive Vice President of Human Resources at Schneider National, Inc. (NASDAQ:SNDR), recently sold 14,119 shares of the company's Class B Common Stock for approximately $426,984. These transactions occurred on May 4 and May 5, 2026, following her acquisition of shares through restricted stock units and the exercise of employee stock options. The company's stock has seen a significant gain, and analysts have recently raised their price targets for Schneider National due to strong performance and strategic handling of costs.
Schneider National EVP Angela Fish sells $426,984 in stock
Angela M. Fish, EVP of Human Resources at Schneider National (NASDAQ:SNDR), sold 14,119 shares of Class B Common Stock for approximately $426,984 on May 4-5, 2026, as the stock neared its 52-week high. These sales followed recent acquisitions of shares through restricted stock units and employee stock option exercises. The company, valued at $5.25 billion with $5.67 billion in revenue, recently surpassed Q1 2026 earnings forecasts, leading to several analyst price target increases.
EVP at Schneider (NYSE: SNDR) exercises options and sells shares
Angela M. Fish, EVP Human Resources at Schneider National (NYSE: SNDR), recently exercised employee stock options for 15,203 shares and subsequently sold a total of 14,119 Class B common shares across two days in May 2026. The sales were executed at weighted average prices of $30.0064 and $30.4288, while the exercise price for the options was $25.91 per share. Additionally, Fish received a grant of 636 restricted stock units.
Schneider National (SNDR) EVP Fish details initial stock and option holdings
Angela M. Fish, EVP of Human Resources at Schneider National (SNDR), has filed an initial ownership report (Form 3) detailing her equity holdings. She directly holds 56,375 shares of Class B Common Stock and an Employee Stock Option for 15,203 shares of Class B Common Stock with an exercise price of $25.91, expiring on February 15, 2032. This filing reports her initial position and does not indicate any recent purchases or sales.
Schneider National (NYSE: SNDR) director receives 5,468 RSUs grant
Schneider National director Robert M. Knight Jr. was granted 5,468 Restricted Stock Units (RSUs) of Class B common stock at no cash price. These RSUs will vest one year from the grant date or at the next annual shareholder meeting, contingent on his continued board service. Following this grant, Knight Jr. directly holds 46,275 Class B shares, reflecting a routine compensation-related equity award rather than an open-market purchase.
Schneider National (NYSE: SNDR) director awarded 5,468 Class B restricted stock units
Schneider National (NYSE: SNDR) director and 10% owner Paul J. Schneider was granted 5,468 restricted stock units of Class B common stock. These units will vest on the earlier of one year from the grant date or the next annual shareholder meeting, provided his continued board service. Following this award, Schneider directly holds 437,384 Class B shares and indirectly holds an additional 1,279,870 shares through trusts.
Schneider National (NYSE: SNDR) director granted 5,468 RSUs, holds 614,546 shares
Schneider National (NYSE: SNDR) director Mary P. DePrey was granted 5,468 restricted stock units (RSUs) of Class B common stock. These RSUs vest on the earlier of one year from the grant date or the next annual shareholder meeting, contingent on her continued board service. Following this grant, DePrey directly holds 614,546 shares and indirectly holds 807,100 shares through trusts, confirming her status as both a director and a ten percent owner.
Schneider National Q1 Earnings Beat Estimates, Decrease Y/Y
Schneider National (SNDR) reported its first-quarter 2026 results, with earnings per share beating estimates but revenues missing expectations and remaining flat year-over-year. The company's adjusted income from operations decreased, and while Truckload revenues saw a slight increase, Intermodal and Logistics revenues declined. Schneider National also provided its 2026 outlook, projecting adjusted EPS between 70 cents and $1.00, and announced a new share repurchase program and a dividend hike.
Schneider (NYSE: SNDR) director awarded 5,468 Class B RSUs
Schneider National (NYSE: SNDR) director Austin M. Ramirez was granted 5,468 Class B restricted stock units (RSUs) as compensation. These RSUs will vest based on his continued board service, specifically on the earlier of the one-year anniversary of the grant date or the company's next annual shareholder meeting, and will be settled in Class B common stock. Following this transaction, Ramirez directly holds 5,468 Class B shares and indirectly holds 8,850 Class B shares through a trust.
[Form 4] Schneider National, Inc. Insider Trading Activity
Schneider National, Inc. director Jyoti Chopra reported the acquisition of 5,468 restricted stock units (RSUs) of Class B common stock. These RSUs, granted on April 30, 2026, vest on the earlier of one year from the grant date or the company's next annual shareholder meeting, contingent on continued board service. After this grant, Chopra directly holds 41,471 shares of Class B common stock, with the transaction filing impact and sentiment noted as neutral.
Schneider National (NYSE: SNDR) director reports 8,850 Class B shares via trust
Schneider National, Inc. director Austin M. Ramirez has filed an initial Form 3, disclosing his indirect ownership of 8,850 shares of Class B Common Stock held by a trust. This filing serves as an initial statement of beneficial ownership and is not a new transaction but rather a disclosure of existing holdings. The Form 3 provides transparency on insider ownership for investors.
Director receives 5,468 RSUs in Schneider (NYSE: SNDR)
Schneider National director James R. Giertz was granted 5,468 restricted stock units (RSUs) of Class B common stock. These RSUs were awarded at no cost and will vest on the earlier of one year from the grant date or the next annual shareholder meeting, provided Giertz remains on the Board. Following this transaction, Giertz directly holds 67,213.22 shares of Class B common stock.
Results: Schneider National, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Schneider National, Inc. exceeded analyst expectations with its recent quarterly results, reporting a statutory profit 19% above forecasts, though revenues met predictions. Following these strong results, analysts have updated their models, becoming more bullish on the company's earnings per share. The consensus price target for SNDR has increased by 10% to US$32.07, indicating that higher earnings estimates are positively impacting the stock's valuation.
Schneider National (SNDR) Q1 EPS Weakness Tests High P/E Growth Narrative
Schneider National (SNDR) reported weaker-than-expected Q1 2026 results with basic EPS of US$0.12 and a trailing net profit margin of 1.7%, challenging its high P/E growth narrative. Despite analyst forecasts of 51.3% earnings growth, the company has seen a 26.5% average annual decline in earnings over the past five years. Its shares trade at a premium 56.4x P/E, raising questions about whether current profitability can justify the valuation.
Schneider National Declares Quarterly Cash Dividend for Shareholders
Schneider National, Inc. has declared a quarterly cash dividend of $0.10 per share for its Class A and Class B common stock, payable on July 10, 2026, to shareholders of record as of June 12, 2026. This decision reflects the company's commitment to returning capital to investors and confidence in its financial performance. TipRanks' AI Analyst, Spark, rates SNDR as Neutral, citing strong financial flexibility and cash generation as positives, balanced by weakened profitability and valuation concerns.
[8-K] Schneider National, Inc. Reports Material Event
Schneider National, Inc. announced the results of its annual general meeting and governance changes, including the approval of an amended incentive plan that increases authorized Class B common stock by 19.9 million shares. The board also approved amended bylaws allowing the lead independent director to call special meetings and chair meetings in the absence of the Chair. Shareholders elected ten directors, ratified Deloitte & Touche LLP as independent auditors for 2026, and approved executive compensation.
Schneider National Declares Quarterly Cash Dividend for Shareholders
Schneider National's board of directors declared a quarterly cash dividend of $0.10 per share for Class A and Class B common stock, payable on July 10, 2026, to shareholders of record as of June 12, 2026. This decision reflects the company's commitment to returning capital to investors and confidence in its financial performance. Analysts currently rate SNDR as a Hold with a $34.00 price target, while TipRanks' AI Analyst views it as Neutral, citing strong financial flexibility but also weakened profitability and high valuation.
8-K] Schneider National, Inc. Reports Material Event
Schneider National, Inc. (NYSE: SNDR) reported its Q1 2026 earnings, with operating revenues remaining flat at $1.40 billion compared to 2025, while net income and diluted EPS decreased due to margin pressures across all segments. Despite weaker profits, the company generated strong free cash flow and reaffirmed its full-year 2026 adjusted diluted EPS guidance of $0.70-$1.00 and net capital expenditures of $400-$450 million. Management
Schneider National Q1 2026 Earnings Call Transcript
Schneider National reported a 1% year-over-year decrease in Q1 2026 enterprise revenues (excluding fuel surcharge) to $1.2 billion, with adjusted operating income down 21% to $35 million. Despite challenges like adverse weather and fuel volatility, the company is maintaining its 2026 EPS guidance of $0.70 to $1.00, driven by cost-saving initiatives and confidence in market capacity rationalization. CEO Mark Roark, in his final earnings call, highlighted strategic positioning and the upcoming leadership transition to Jim Filter.
Schneider declares $0.10 quarterly dividend payable July 10 to shareholders of record June 12
Schneider (SNDR) has announced a quarterly cash dividend of $0.10 per share for Class A and Class B common stock for Q2 2026. The dividend is payable on July 10, 2026, to shareholders of record as of the close of business on June 12, 2026. This announcement was made on April 29, 2026, and disclosed on April 30, 2026.
Schneider National declares $0.10 quarterly dividend
Schneider National, Inc. (NYSE:SNDR) has declared a quarterly cash dividend of $0.10 per share for its Class A and Class B common stock, payable on July 10, 2026, to shareholders of record as of June 12, 2026. This announcement comes as SNDR shares are trading near their 52-week high, despite recent downgrades from Stifel and Raymond James following a fourth-quarter earnings miss. Benchmark, however, maintained a Buy rating, acknowledging short-term impacts but reiterating a positive long-term outlook for the transportation and logistics company.
Schneider National declares $0.10 quarterly dividend By Investing.com
Schneider National, Inc. (NYSE:SNDR) has announced a quarterly cash dividend of $0.10 per share for Class A and Class B common stock, payable July 10, 2026, to shareholders of record by June 12, 2026. This dividend, reflecting a 1.32% yield and 5.26% growth over the past year, comes as SNDR shares trade near a 52-week high, despite some analysts downgrading the stock due to recent earnings shortfalls and market cycle concerns, while others maintain a positive long-term outlook.
Schneider National investors get 10-cent dividend, July 10 payout
Schneider National, Inc. announced a quarterly cash dividend of $0.10 per share for its Class A and Class B common stock. The dividend was declared on April 29, 2026, payable to shareholders of record as of June 12, 2026, with an expected payment date of July 10, 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 $0.10 per share on its Class A and Class B common stock. The dividend will be payable to shareholders of record as of June 12, 2026, and is expected to be paid on July 10, 2026. Schneider is a multimodal provider of transportation, intermodal, and logistics services.
Schneider National (NYSE: SNDR) declares $0.10 Q2 2026 cash dividend
Schneider National, Inc. (NYSE: SNDR) announced that its Board of Directors declared a quarterly cash dividend of $0.10 per share for the second quarter of 2026. This dividend applies to both Class A and Class B common stock. Shareholders of record by June 12, 2026, will be eligible to receive the payment, which is expected to be distributed on July 10, 2026.
Schneider National, Inc. announces quarterly dividend
Schneider National, Inc. (NYSE: SNDR) announced that its Board of Directors declared a quarterly cash dividend of $0.10 per share on its Class A and Class B common stock. This dividend is payable to shareholders of record as of June 12, 2026, and is expected to be paid on July 10, 2026. Schneider is a premier multimodal provider of transportation, intermodal, and logistics services.
This CrowdStrike Analyst Turns Bullish; Here Are Top 3 Upgrades For Tuesday
This article highlights three top stock upgrades made by Wall Street analysts. Keybanc analyst Eric Heath upgraded Crowdstrike Holdings Inc (CRWD) to Overweight with a $525 price target. Goldman Sachs analyst Brian Lee upgraded Ramaco Resources Inc (METC) to Neutral, and Morgan Stanley analyst Michael Ulz upgraded Arrowhead Pharmaceuticals Inc (ARWR) to Overweight.
Schneider National stock (US80627D1019): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is significantly changing how investors access information on Schneider National stock (US80627D1019) by pushing personalized logistics and trucking insights directly to mobile feeds. This update prioritizes E-E-A-T content, offering mobile-optimized summaries of key financial metrics and industry trends, which helps retail investors stay informed on market swings and company performance more efficiently than traditional search methods. The proactive delivery of tailored content aims to provide faster intelligence for making informed decisions in the volatile trucking and logistics sector.
Schneider National (SNDR) director adds deferred stock units via compensation plan
Schneider National (SNDR) director James R. Giertz acquired 15.17 deferred stock units of Class B common stock on April 8, 2026. These units were granted through the company’s Director Deferred Compensation Program via a dividend reinvestment feature, rather than an open-market purchase, at a reference price of $28.47 per share. Following this transaction, Giertz now directly holds a total of 61,745.22 Class B shares/units, reflecting a routine, compensation-related increase in his equity position within the company.
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.
