Schneider National (NYSE:SNDR) Price Target Cut to $31.00 by Analysts at Wells Fargo & Company

Posted by Francis Steltz on Oct 31st, 2026

Schneider National (NYSE:SNDR – Free Report) had its price target decreased by Wells Fargo & Company from $35.00 to $31.00 in a research report released on Friday,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the stock.

Other equities analysts also recently issued reports about the company. Stephens upgraded Schneider National to a “hold” rating in a research report on Wednesday, July 8th. UBS Group restated a “neutral” rating and issued a $30.00 price target on shares of Schneider National in a research report on Friday. JPMorgan Chase & Co. decreased their price objective on Schneider National from $35.00 to $30.00 and set a “neutral” rating on the stock in a research note on Monday, October 5th. Zacks Research cut Schneider National from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 7th. Finally, Morgan Stanley lifted their price objective on Schneider National from $38.00 to $45.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Five research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $33.08.

Get Our Latest Stock Analysis on Schneider National

Schneider National Stock Down 0.6%

SNDR opened at $29.28 on Friday. The company has a current ratio of 2.03, a quick ratio of 1.94 and a debt-to-equity ratio of 0.13. Schneider National has a 1-year low of $20.11 and a 1-year high of $39.27. The company has a market capitalization of $5.13 billion, a PE ratio of 36.15, a PEG ratio of 0.66 and a beta of 1.21. The firm’s 50 day simple moving average is $32.46 and its two-hundred day simple moving average is $31.90.

Schneider National (NYSE:SNDR – Get Free Report) last issued its quarterly earnings results on Thursday, October 29th. The company reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.30 by ($0.01). Schneider National had a return on equity of 4.84% and a net margin of 2.38%. The business had revenue of $1.59 billion for the quarter, compared to analysts’ expectations of $1.58 billion. During the same quarter in the prior year, the business earned $0.12 EPS. The company’s revenue was up 9.2% compared to the same quarter last year. As a group, equities analysts forecast that Schneider National will post 1.04 EPS for the current year.

Schneider National Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, January 12th. Shareholders of record on Friday, December 11th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, December 11th. Schneider National’s dividend payout ratio is presently 62.50%.

Insider Buying and Selling

In other news, insider Mark Rourke sold 52,682 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $35.94, for a total value of $1,893,391.08. Following the transaction, the insider directly owned 221,522 shares in the company, valued at $7,961,500.68. The trade was a 19.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 23.64% of the stock is currently owned by corporate insiders.

Institutional Trading of Schneider National

Institutional investors have recently made changes to their positions in the business. Provenance Wealth Advisors LLC bought a new stake in shares of Schneider National during the third quarter valued at approximately $212,000. Associated Banc Corp purchased a new position in shares of Schneider National in the third quarter worth $3,411,000. State of Wyoming boosted its position in shares of Schneider National by 111.1% during the third quarter. State of Wyoming now owns 23,733 shares of the company’s stock worth $756,000 after acquiring an additional 12,490 shares during the last quarter. Crystal Rock Capital Management bought a new position in shares of Schneider National during the third quarter worth $1,785,000. Finally, VestGen Advisors LLC grew its stake in Schneider National by 36.0% during the third quarter. VestGen Advisors LLC now owns 8,105 shares of the company’s stock valued at $258,000 after acquiring an additional 2,146 shares in the last quarter. Hedge funds and other institutional investors 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: Third-quarter revenue increased 9.2% year over year to $1.59 billion, exceeding the $1.58 billion consensus estimate. EPS of $0.29 more than doubled from $0.12 a year ago, although it was slightly below some analyst estimates. Schneider National Third-Quarter Results
Positive Sentiment: Intermodal strength helped offset weakness elsewhere in the business, supporting management’s view that disciplined pricing and improving freight conditions can drive better margins. Schneider National Q3 Mixed Results
Positive Sentiment: Schneider is partnering with Norfolk Southern to expand domestic intermodal capacity across the eastern United States. Norfolk Southern is expected to become Schneider’s primary Eastern intermodal rail provider beginning January 1, 2027, creating potential for greater network efficiency and scalable growth. Norfolk Southern and Schneider Partnership
Neutral Sentiment: Management forecast 2026 adjusted EPS of $1.00 to $1.10, broadly around the $1.06 FactSet consensus. The outlook suggests improvement but does not provide a significant upside surprise. Schneider 2026 EPS Outlook
Neutral Sentiment: The company maintained its quarterly dividend at $0.10 per share, or $0.40 annually, providing income support but offering a relatively modest 1.4% yield. Schneider National Dividend
Negative Sentiment: Wells Fargo lowered its SNDR price target from $35 to $31 and maintained an “equal weight” rating, signaling limited expected upside from current levels. Wells Fargo Schneider National Rating
Negative Sentiment: EPS narrowly missed the broader analyst consensus, while net margin remained low at 1.92% and return on equity was just 3.89%. With shares valued at roughly 46 times earnings, investors may be demanding stronger profitability and guidance.

About Schneider National

(Get Free Report)

Schneider National, Inc (NYSE: SNDR) is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider’s services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.