Schneider National, Inc. (SNDR) Stock Price & Analysis

Schneider National, Inc. (SNDR) closed at USD 31.12 on Thursday, October 22, 2026, up 0.65% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 30.92; the Oct 22, 2026 session ranged USD 30.93–31.57 on volume of 956,921 shares. Market capitalization is $5.46B, with a 52-week range of USD 20.11–39.27 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:58 UTC.

Also available as compact Markdown for AI agents: nexqual.com/SNDR.md

Key facts (SNDR)

• Last four reported quarters (through Jun 30, 2026): revenue $5.82B, net income $112M (1.9% margin), free cash flow $312M (SEC filings).
• Valuation: P/E 48.9x (avg 36.0x at the last 3 fiscal year-ends), EV/EBITDA 8.9x, net debt $65.4M.
• Insider open-market sales, last ~7 months: 5 Form 4 filings, $4.2M; 5 not under a Rule 10b5-1 plan ($4.2M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Hold (mean 2.56 on a 1–5 scale) (16 analysts), mean target USD 35.86 (range 30–45).
• Total return with dividends: 1Y +39.0% vs S&P 500 +14.9%; 5Y +34.7% vs S&P 500 +80.3%.
• Next earnings: 2026-10-29, EPS estimate USD 0.3, revenue estimate $1.58B.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SNDR)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (SNDR)

P/E 48.9x · P/S 0.9x · EV/EBITDA 8.9x · EV/Sales 0.9x · P/FCF 17.5x · P/B 1.8x · FCF yield 5.72% · Earnings yield 2.05% · Dividend yield (paid, TTM) 1.24% · Buyback yield (TTM) 0.21% · Net debt $65.4M · EV $5.52B

P/E at fiscal year-ends: Dec 2025 45.0x, Dec 2024 44.1x, Dec 2023 19.0x.

Insider sales (SEC Form 4, open-market, last ~7 months) (SNDR)

0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (SNDR)

Consensus Hold (mean 2.56 on a 1–5 scale), 16 analysts; mean target USD 35.86 (low 30, high 45).

Rating changes, last 120 days:

Total return (dividends reinvested) (SNDR)

SNDR revenue by business segment (quarter ended Jun 30, 2026)

SNDR revenue by product line (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

SNDR company outlook (results filed Jul 30, 2026)

• “Business Outlook (in millions, except per share data) Current Guidance Adjusted diluted earnings per share $0.90 - $1.10 Net capital expenditures $350 - $400 "Second quarter benefitted from an improved backdrop as the enterprise effectively executed on market opportunities.”
• “At the same time, our guidance incorporates a range of outcomes as it relates to demand and driver capacity for the second half of the year." Campbell added, "Based on our second quarter results and these market expectations, our updated full year adjusted diluted earnings per share forecast is $0.90-$1.10, up from our prior guidance of $0.70-$1.00.”
• “Our guidance continues to assume a full year effective tax rate of approximately 24.0%.”
• “A reconciliation of net income per share to adjusted diluted earnings per share as projected for 2026 is not provided.”

Quoted word-for-word from the SEC 8-K results press release.

SNDR analyst estimates and revisions

SNDR options: expected move

Options price a move of about ±12.9% (±$4.03) by Nov 20, 2026, which includes earnings on Oct 29, 2026. Over the last 8 reports the stock moved ±4.3% on average.

30-day implied volatility 46.4% vs 23.4% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:58 UTC)

Technical Analysis (SNDR)

Nexqual's technical model rates SNDR "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:58 UTC.

Analyst Ratings (SNDR)

Wall Street analysts rate SNDR "Hold" based on 16 analysts, with a mean price target of USD 35.86 (range USD 30–45), per Nexqual as of October 23, 2026 at 09:58 UTC.

Earnings (SNDR)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:58 UTC.

Financials & Fundamentals (SNDR)

Source: Nexqual, October 23, 2026 at 09:58 UTC.

Financial Health Score (SNDR)

Nexqual rates Schneider National, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:58 UTC.

Ownership (SNDR)

Source: Nexqual, October 23, 2026 at 09:58 UTC.

Leadership (SNDR)

Schneider National, Inc. is led by James S. Filter, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:58 UTC.

Major Backers & Investors (SNDR)

Notable institutional backers of Schneider National, Inc. include Blueprint Investment Partners, LLC, Blueprint Financial Advisors LLC, AQR Capital Management, LLC, according to Nexqual as of October 23, 2026 at 09:58 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:58 UTC.

From Schneider National, Inc.'s Latest SEC 10-K Filing (filed 2026-02-20)

Key Strengths & Strategy (as disclosed to the SEC)

• During the year ended December 31, 2025, we offered our services to approximately 7,400 customers across our portfolio, including 136 Fortune 500 companies, and 22 of our top 25 customers used services from all three of our reportable segments.
• Our business is executed through an integrated technology platform that supports end-to-end process design with an emphasis on information accessibility and connectivity across our value chain.
• Through our investment in MLSI, in which we are collaborating to develop a TMS using MLSI's SaaS technology, we aim to further complement our technology platform and enable enhanced decision making, resource allocation, and visibility for our supply chain partners.
• Our portfolio of complementary services allows us to address a broad range of customer needs and allocate capital in a manner designed to generate consistent returns across market cycles.

Legal & Regulatory Risks (Item 1A, quoted)

• We operate in a regulated industry, and increased direct and indirect costs of compliance with, or liability for violation of, existing or future regulations could have a material adverse effect on our business.
• Regulatory requirements and changes in regulatory requirements may affect our business by requiring changes in operating practices that could influence the demand for and increase the costs of providing transportation services.
• Our operations are subject to various environmental laws and regulations, the violation of which could result in substantial fines or penalties.
• We are subject to various regulations which are aimed at reducing GHG emissions and mandating GHG emissions disclosures, which could adversely impact our results of operations.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:58 UTC. This page is informational and not investment advice.

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