SNDR Schneider National, Inc.

NEUTRAL Impact: 2/10 8-K
Horizon months Filed May 1, 2026 Processed 1mo ago SEC 0001692063-26-000022
8-K context-dependent: Items 5.02
Latest settled — T+20d
SNDR ▲ +15.57% at T+20d
NEUTRAL call ✓ call won +15.57% · α vs SPY +10.29% · entry $31.47 → $36.37
Next anchor: T+60d in 7w
Currently $38.03 · +20.85% from $31.47 entry
Entry anchored
May 1, 01:38 PM ET
via Databento tick
T+1d
-4.80%
call -4.80% · α -4.46%
$29.96
settled 5w ago
T+5d
-2.61%
call -2.61% · α -4.95%
$30.65
settled 5w ago
T+20d
+15.57%
call +15.57% · α +10.29%
$36.37
settled 9d ago
T+60d
call — · α —
in 7w

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Executive Summary

Schneider National held its 2026 annual meeting on April 30, 2026, with shareholders approving all proposals including the election of ten directors, ratification of Deloitte & Touche as auditor, an amendment to the 2017 Omnibus Incentive Plan increasing authorized shares by 19.9 million, and an advisory vote on executive compensation. The Board also adopted amended bylaws clarifying the role of the lead independent director. This is a routine governance filing with no material financial impact.

Actionable Insight

Monitor future 10-Q filings for share issuances under the amended incentive plan to assess potential dilution. The bylaw changes are procedural and have no trading implications.

Key Facts

  • Shareholders approved an amendment to the 2017 Omnibus Incentive Plan to increase authorized Class B common shares by 19,900,000 shares.
  • All ten director nominees were elected with strong support.
  • Deloitte & Touche LLP ratified as independent auditor for fiscal 2026.
  • Advisory vote on executive compensation passed with approximately 98% of votes cast in favor.
  • Bylaws amended to allow the lead independent director to call special board meetings and preside in the Chair's absence.

Financial Impact

19,900,000 additional shares authorized under the incentive plan; no immediate financial impact.

dilution

Risk Factors

  • Potential dilution from future equity awards under the increased share authorization.
  • None related to the annual meeting outcomes in the near term.

Market Snapshot

Exchange
NYSE
Sector
Trucking (No Local)
Analyst Consensus
57% bullish (23 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001692063-26-000022
Document: schneideromnibusincentiv.htm0001692063-26-000022
Document: sndr-20260430.htm0001692063-26-000022
Document: 0001692063-26-000022-index-headers.html0001692063-26-000022
Document: 0001692063-26-000022-index.html0001692063-26-000022
Document: 0001692063-26-000022.txt0001692063-26-000022
3 reports for SNDR
Performance horizon
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Reports for SNDR — sortable, filterable
Type Now
May 27, 2026
13d ago
144
NEUTRAL ★ 3/10
$35.45 $37.10▲ +4.65%▲ +4.34%$38.03 (+7.28%)
May 1, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$31.47 $30.65▼ −2.61%▼ −4.95%$38.03 (+20.85%)
Mar 17, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$24.06 $25.27▲ +5.03%▲ +7.68%$38.03 (+58.06%)
Showing 3 of 3

US Market Status

Market Closed — Opens Thu (11h 14m)

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