SNDR Schneider National Inc

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.

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.

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 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, 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 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.