SNDR
Schneider National, Inc.
$37.02
-1.78%
$6.5B
No data for this timeframe.
Vol
Market Cap$6.5B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$982.2M
Inst. Activity10 buys / 9 sells
Insider Activity0B / 4S
Insider Net $-$1.3M
Reddit Sentiment67° Warm
SEC Reports6
Congressional2 trades
Recent Activity
Jun 12, 2026
SEC
Two EVPs at Schneider National (SNDR) sold shares in open-market transactions after exercising stock options. The combin
CLUSTER — Impact 2/10
Jun 11, 2026
SEC
Institutional cluster for SNDR (Schneider National) shows mixed conviction in Q3 2024: 6 buyers added $21.2M in new posi
INST-CLUSTER — Impact 4/10
Jun 10, 2026
SEC
Director Thomas Jackson filed a Form 144 notice to sell 20,271 common shares (~$753K at current prices) via Morgan Stanl
144 — Impact 1/10
Jun 10, 2026
Insider
Jackson Thomas G acquired via exercise 20,271 shares
EVP - General Counsel @ $25.91 ($525.2K)
Jun 10, 2026
Insider
Jackson Thomas G sold 20,271 shares
EVP - General Counsel @ $37.15 ($753.0K)
Jun 8, 2026
Insider
Devgun Shaleen acquired via exercise 8,352 shares
EVP-Chief Innovation, Tech @ $24.81 ($207.2K)
Inst.
Hood River Capital Management — ADD
1,728,597 shares ($45.6M)
Inst.
FMR LLC — ADD
278,217 shares ($7.3M)
Price Targets
$33.36
-9.9% upside
Sell
Current $37.02
Low $27.00
Median $33.00
High $39.00
14 analysts
$27.00
$39.00
Analyst Ratings
4Strong Buy
7Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Jun 2, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| May 13, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 4, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 4, 2026 | Baird | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.23 ▲ +0.6% | $0.21 — $0.29 | 9% YoY | 15 |
| Next Q | $0.26 ▲ +3.0% | $0.24 — $0.38 | 120% YoY | 14 |
| Current FY | $0.92 ▲ +1.3% | $0.85 — $1.04 | 46% YoY | 15 |
| Next FY | $1.56 ▲ +2.5% | $1.25 — $1.85 | 69% YoY | 15 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two EVPs at Schneider National (SNDR) sold shares in open-market transactions after exercising stock options. The combin
Jun 12, 2026
MIXED
INST-CLUSTER
4/10
Institutional cluster for SNDR (Schneider National) shows mixed conviction in Q3 2024: 6 buyers added $21.2M in new posi
Jun 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $181.0M | — |
| DIMENSIONAL FUND ADVISORS LP | $132.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $78.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $63.3M | — |
| FIRST TRUST ADVISORS LP | $60.0M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Jackson Thomas | M | $525.2K |
| Jun 10, 2026 | Jackson Thomas | SELL | $753.0K |
| Jun 8, 2026 | Devgun Shaleen | M | $207.2K |
| Jun 8, 2026 | Devgun Shaleen | SELL | $322.3K |
| May 27, 2026 | DePrey Mary | G | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
Congressional Trades
2 members: 0 buys, 2 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Joshua Gottheimer | D | SELL | $1,001 - $15,000 |
| Gilbert Cisneros | D | SELL | $1,001 - $15,000 |
50 institutional holders with $982.2M total value (37,253,863 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 10 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,868,176 | $181.0M | 18.4% | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 5,015,141 | $132.2M | 13.5% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,963,897 | $78.1M | 8.0% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2,402,218 | $63.3M | 6.4% | — |
| 5 | FIRST TRUST ADVISORS LP | 2,277,720 | $60.0M | 6.1% | TRIM -48.0% |
| 6 | EARNEST PARTNERS LLC | 2,077,769 | $54.8M | 5.6% | — |
| 7 | MORGAN STANLEY | 1,977,417 | $52.1M | 5.3% | — |
| 8 | STATE STREET CORP | 1,890,176 | $50.0M | 5.1% | — |
| 9 | Hood River Capital Management LLC | 1,728,597 | $45.6M | 4.6% | ADD +68.4% |
| 10 | BNP Paribas Asset Management Holding S.A. | 1,288,084 | $34.0M | 3.5% | — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 862,782 | $22.7M | 2.3% | — |
| 12 | BANK OF AMERICA CORP /DE/ | 811,283 | $21.4M | 2.2% | — |
| 13 | Gotham Asset Management, LLC | 565,283 | $14.9M | 1.5% | DOUBLED +396.1% |
| 14 | Russell Investments Group, Ltd. | 559,551 | $14.7M | 1.5% | — |
| 15 | SEI INVESTMENTS CO | 510,888 | $13.5M | 1.4% | — |
| 16 | Invesco Ltd. | 507,902 | $13.4M | 1.4% | TRIM -31.4% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 322,450 | $8.5M | 0.9% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 311,706 | $8.2M | 0.8% | — |
| 19 | WELLS FARGO & COMPANY/MN | 296,292 | $7.8M | 0.8% | — |
| 20 | Nuveen, LLC | 292,169 | $7.7M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Hood River Capital Management LLC | ADD | 1,026,734 | 1,728,597 | +68.4% | $45.6M | 2026-Q1 |
| FMR LLC | ADD | 179,863 | 278,217 | +54.7% | $7.3M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 466,221 | 235,693 | -49.4% | $6.2M | 2026-Q1 |
| ExodusPoint Capital Management, LP | ADD | 120,768 | 189,605 | +57.0% | $5.0M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 28,600 | 153,600 | +437.1% | $4.0M | 2026-Q1 |
| Holocene Advisors, LP | DOUBLED | 28,713 | 60,885 | +112.0% | $1.6M | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | DOUBLED | 14,523 | 32,809 | +125.9% | $864.8K | 2026-Q1 |
| Amundi | ADD | 16,431 | 26,023 | +58.4% | $686.1K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 374 | 18,360 | +4809.1% | $484.0K | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 42,562 | 16,328 | -61.6% | $430.4K | 2026-Q1 |
| &PARTNERS | ADD | 11,424 | 15,600 | +36.6% | $411.2K | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | TRIM | 53,310 | 14,412 | -73.0% | $379.9K | 2026-Q1 |
| Verition Fund Management LLC | NEAR_EXIT | 157,868 | 11,073 | -93.0% | $291.9K | 2026-Q1 |
| COMMERCE BANK | TRIM | 15,121 | 8,182 | -45.9% | $215.7K | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. | TRIM | 12,009 | 7,873 | -34.4% | $207.5K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 1,733 | 2,936 | +69.4% | $77.4K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 4,699 | 2,779 | -40.9% | $73.3K | 2026-Q1 |
| ASSETMARK, INC | NEAR_EXIT | 837 | 22 | -97.4% | $580.00 | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | EXIT | 1,110,775 | 0 | -100.0% | $0.00 | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEW | — | 1,110,775 | — | $29.5M | 2025-Q4 |
| Hood River Capital Management LLC | NEW | — | 1,026,734 | — | $27.2M | 2025-Q4 |
| Invesco Ltd. | TRIM | 704,790 | 483,342 | -31.4% | $12.8M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 317,396 | 466,221 | +46.9% | $12.4M | 2025-Q4 |
| FMR LLC | TRIM | 339,328 | 179,863 | -47.0% | $4.8M | 2025-Q4 |
| Verition Fund Management LLC | TRIM | 318,673 | 157,868 | -50.5% | $4.2M | 2025-Q4 |
13 unique insiders with 18 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Jackson Thomas G | EVP - General Counsel | EXERCISE | 20,271 | $25.91 | $525.2K |
| Jun 10, 2026 | Jackson Thomas G | EVP - General Counsel | SELL | 20,271 | $37.15 | $753.0K |
| Jun 8, 2026 | Devgun Shaleen | EVP-Chief Innovation, Tech | EXERCISE | 8,352 | $24.81 | $207.2K |
| Jun 8, 2026 | Devgun Shaleen | EVP-Chief Innovation, Tech | SELL | 8,352 | $38.59 | $322.3K |
| May 27, 2026 | DePrey Mary P. | Director | GIFT | 25,173 | — | — |
| May 6, 2026 | Dumas Magnin Shelly A | VP and Corporate Controller | SELL | 2,425 | $30.90 | $74.9K |
| Apr 30, 2026 | Chopra Jyoti | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | DePrey Mary P. | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | GIERTZ JAMES R | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | KNIGHT ROBERT M JR | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | Schneider Paul J. | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | Welch James L | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | STREICH JULIE K | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | Swainson John A | Director | AWARD | 5,468 | — | — |
| Apr 30, 2026 | Ramirez Austin M | Director | AWARD | 5,468 | — | — |
| Apr 8, 2026 | GIERTZ JAMES R | Director | AWARD | 15.17 | $28.47 | $431.89 |
| Feb 26, 2026 | Devgun Shaleen | EVP-Chief Innovation, Tech | GIFT | 9,415 | — | — |
| Feb 19, 2026 | Campbell Darrell George | EVP - CFO | SELL | 6,000 | $28.89 | $173.3K |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 5 neutral. Avg impact: 2.5/10.
NEUTRAL
CLUSTER
2/10
Two EVPs at Schneider National (SNDR) sold shares in open-market transactions after exercising stock
Jun 12, 2026
MIXED
INST-CLUSTER
4/10
Institutional cluster for SNDR (Schneider National) shows mixed conviction in Q3 2024: 6 buyers adde
Jun 11, 2026
NEUTRAL
144
1/10
Director Thomas Jackson filed a Form 144 notice to sell 20,271 common shares (~$753K at current pric
Jun 10, 2026
NEUTRAL
144
3/10
Robert Grubbs, an officer of Schneider National, filed a Form 144 on May 27, 2026, indicating his in
May 27, 2026
NEUTRAL
8-K
2/10
Schneider National held its 2026 annual meeting on April 30, 2026, with shareholders approving all p
May 1, 2026
NEUTRAL
DEFA14A
3/10
Schneider National, Inc. (SNDR) filed a definitive proxy statement (DEFA14A) for its 2026 Annual Mee
Mar 17, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 22 analysts: 4 strong buy, 7 buy, 11 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$33.36 mean target
-9.9% upside
Sell (2.31)
$27.00 Low
$39.00 High
| Metric | Value |
|---|---|
| Current Price | $37.02 |
| Target Low | $27.00 |
| Target Mean | $33.36 |
| Target Median | $33.00 |
| Target High | $39.00 |
| # Analysts | 14 |
| Recommendation | Sell (2.31) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.23 | $0.21 | $0.29 | 8.6% | +0.6% | 12↑ 4↓ | $1.5B | 6.2% | 15 |
| Next Q 2026-09-30 |
$0.26 | $0.24 | $0.38 | 119.9% | +3.0% | 11↑ 2↓ | $1.5B | 6.3% | 14 |
| Current FY 2026-12-31 |
$0.92 | $0.85 | $1.04 | 46.0% | +1.3% | 15↑ 0↓ | $6.0B | 5.2% | 15 |
| Next FY 2027-12-31 |
$1.56 | $1.25 | $1.85 | 69.1% | +2.5% | 14↑ 0↓ | $6.3B | 6.1% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.228 | |
| 7d ago | $0.229 | -0.001 |
| 30d ago | $0.227 | +0.001 |
| 60d ago | $0.216 | +0.012 |
| 90d ago | $0.215 | +0.013 |
11 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 2, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| May 13, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 4, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 4, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| May 1, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 1, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 22, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 20, 2026 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Mar 9, 2026 | Citigroup | UPGRADE | Sell | Neutral |
| Feb 9, 2026 | Citigroup | DOWNGRADE | Neutral | Sell |
| Feb 3, 2026 | Stifel | DOWNGRADE | Buy | Hold |
| Jan 30, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 14, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 24, 2025 | B of A Securities | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% | |
| May 1, 2026 | 4 | 9 | 10 | 0 | 0 | 57% | |
| Apr 1, 2026 | 4 | 9 | 10 | 0 | 0 | 57% | |
| Mar 1, 2026 | 4 | 9 | 9 | 0 | 1 | 57% | |
| Feb 1, 2026 | 5 | 9 | 9 | 0 | 0 | 61% | |
| Jan 1, 2026 | 4 | 9 | 10 | 0 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 0 buys, 2 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 26, 2026 | Joshua Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | SCHNEIDER NATIONAL INC | Feb 27, 2026 (33d) |
| Jan 15, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | SCHNEIDER NATIONAL INC | Feb 16, 2026 (33d) |
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Jun 5, 2026
short_volume
Short Volume: SNDR — 68.4% short (0.5M / 0.7M)
Short: 458,496 | Exempt: 0 | TRF Vol: 670,602 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: SNDR — 0.9M shares, 27,713 trades
Week starting 2026-05-25. Total ATS volume: 872,938 shares across 27,713 trades.
May 18, 2026
dark_pool
Dark Pool: SNDR — 1.1M shares, 30,173 trades
Week starting 2026-05-18. Total ATS volume: 1,105,819 shares across 30,173 trades.
May 15, 2026
short_volume
Short Volume: SNDR — 77.1% short (0.8M / 1.0M)
Short: 773,925 | Exempt: 8 | TRF Vol: 1,003,892 | Short Ratio: 77.1% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: SNDR — 74.3% short (0.9M / 1.2M)
Short: 861,670 | Exempt: 384 | TRF Vol: 1,160,070 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: SNDR — 2.4M shares, 42,190 trades
Week starting 2026-05-11. Total ATS volume: 2,359,612 shares across 42,190 trades.
May 4, 2026
dark_pool
Dark Pool: SNDR — 1.1M shares, 34,214 trades
Week starting 2026-05-04. Total ATS volume: 1,139,942 shares across 34,214 trades.
May 1, 2026
short_volume
Short Volume: SNDR — 64.6% short (0.4M / 0.5M)
Short: 354,394 | Exempt: 100 | TRF Vol: 548,915 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
SNDR Q1 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: SNDR — 1.4M shares, 38,255 trades
Week starting 2026-04-27. Total ATS volume: 1,370,285 shares across 38,255 trades.
Apr 20, 2026
dark_pool
Dark Pool: SNDR — 1.1M shares, 31,133 trades
Week starting 2026-04-20. Total ATS volume: 1,101,034 shares across 31,133 trades.
Apr 17, 2026
short_volume
Short Volume: SNDR — 80.4% short (0.5M / 0.6M)
Short: 480,549 | Exempt: 3,373 | TRF Vol: 597,930 | Short Ratio: 80.4% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: SNDR — 1.7M shares, 37,026 trades
Week starting 2026-04-13. Total ATS volume: 1,709,857 shares across 37,026 trades.
Apr 6, 2026
dark_pool
Dark Pool: SNDR — 1.3M shares, 26,696 trades
Week starting 2026-04-06. Total ATS volume: 1,256,477 shares across 26,696 trades.
Apr 6, 2026
short_interest
FTD: SNDR — 29,966 shares ($0.8M) failed to deliver
Settlement: 20260406, Price: $27.03, FTD Value: $809,980.98, SCHNEIDER NATL INC CL B COM