Schneider National (SNDR) Stock Price & Analysis
SNDR$29.45-0.27 -0.89%
$5.16B
Market Cap
56.89
P/E
28.06
Forward P/E
—
Score
Schneider National (SNDR) Stock Price & Analysis
SNDR price $29.45 -0.27 -0.89%
- Ticker
- SNDR
- Price
- $29.45
- Change
- -0.27 -0.89%
- Market cap ?
- $5.16B
- P/E ?
- 56.89
- Forward P/E ?
- 28.06
- Dividend yield ?
- 1.07%
- Beta ?
- 1.22
- Sector
- Industrials
- Industry
- Trucking
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 4045736000 | 4383600000 | 4977000000 | 4747000000 | 4552800000 | 5608700000 | 6604400000 | 5498900000 | 5290500000 | 5674300000 |
Schneider National, Inc. (SNDR) delivers a wide array of ground transportation and logistics services across the United States, Canada, and Mexico. The company is organized into three primary operating segments: Truckload, Intermodal, and Logistics. The Truckload division specializes in providing standard long-haul and regional freight shipping, utilizing a diverse fleet including dry van, bulk…
Fair value
SNDR fair value $30.57. Price $29.45. Price is about fair value.
Above fair value, around its usual premium.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 219.40M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.00% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 175.30M. Net debt 358.90M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 0.30 | — | 1.58B |
| 2026-07-30 | 0.29 | 0.23 | 1.57B | 1.52B |
| 2026-04-30 | 0.12 | 0.11 | 1.40B | 1.42B |
| 2026-01-29 | 0.13 | 0.21 | 1.40B | 1.45B |
| 2025-10-30 | 0.12 | 0.20 | 1.45B | 1.43B |
| 2025-07-31 | 0.21 | 0.21 | 1.42B | 1.44B |
| 2025-05-01 | 0.16 | 0.14 | 1.40B | 1.43B |
| 2025-01-30 | 0.20 | 0.20 | 1.34B | 1.47B |
| 2024-11-06 | 0.18 | 0.23 | 1.32B | 1.33B |
| 2024-08-01 | 0.21 | 0.18 | 1.32B | 1.35B |
| 2024-05-02 | 0.11 | 0.12 | 1.32B | 1.38B |
| 2024-02-01 | 0.15 | 0.20 | 1.37B | 1.35B |
| 2023-11-02 | 0.20 | 0.37 | 1.35B | 1.38B |
| 2023-08-03 | 0.45 | 0.44 | 1.35B | 1.44B |
| 2023-04-27 | 0.55 | 0.45 | 1.43B | 1.49B |
| 2023-02-02 | 0.64 | 0.60 | 1.56B | 1.67B |
| 2022-10-27 | 0.70 | 0.68 | 1.68B | 1.73B |
| 2022-07-28 | 0.72 | 0.69 | 1.75B | 1.68B |
| 2022-04-28 | 0.57 | 0.54 | 1.62B | 1.57B |
| 2022-02-03 | 0.76 | 0.64 | 1.57B | 1.52B |
| 2021-10-28 | 0.62 | 0.52 | 1.44B | 1.39B |
| 2021-07-29 | 0.60 | 0.42 | 1.36B | 1.36B |
| 2021-04-29 | 0.31 | 0.28 | 1.23B | 1.18B |
| 2021-02-03 | 0.44 | 0.39 | 1.27B | 1.10B |
| 2020-10-29 | 0.31 | 0.31 | 1.14B | 1.14B |
| 2020-07-30 | 0.26 | 0.19 | 1.03B | 794.46M |
| 2020-04-30 | 0.24 | 0.19 | 1.12B | 885.95M |
| 2020-01-29 | 0.37 | 0.39 | 1.16B | 1.22B |
| 2019-10-31 | 0.32 | 0.35 | 1.18B | 1.26B |
| 2019-08-01 | 0.34 | 0.35 | 1.21B | 1.25B |
| 2019-05-02 | 0.21 | 0.32 | 1.19B | 1.82B |
| 2019-01-31 | 0.49 | 0.46 | 1.32B | 1.24B |
| 2018-11-01 | 0.40 | 0.40 | 1.28B | 1.28B |
| 2018-08-02 | 0.40 | 0.36 | 1.24B | 1.11B |
| 2018-04-26 | 0.27 | 0.24 | 1.14B | 1.01B |
| 2018-02-01 | 0.33 | 0.32 | 1.19B | 1.16B |
| 2017-11-07 | 0.23 | 0.25 | 1.11B | 1.21B |
| 2017-08-01 | 0.23 | 0.23 | 1.08B | 1.08B |
| 2017-05-11 | 0.15 | 0.13 | 1.01B | 851.60M |
| 2017-04-11 | 0.27 | — | 1.07B | — |
Dividends
Yield 1.34%. Payout ratio 60.84%. Frequency Quarterly.
Safety score 80/100 · Safe. Payout ratio is 61% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 10 separate years. Yield is 1.3%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-11 | $0.10 | 2026-09-11 | 2026-10-09 | Quarterly |
| 2026-06-12 | $0.10 | 2026-06-12 | 2026-07-10 | Quarterly |
| 2026-03-13 | $0.10 | 2026-03-13 | 2026-04-08 | Quarterly |
| 2025-12-12 | $0.10 | 2025-12-12 | 2026-01-12 | Quarterly |
| 2025-09-12 | $0.10 | 2025-09-12 | 2025-10-09 | Quarterly |
| 2025-06-13 | $0.10 | 2025-06-13 | 2025-07-10 | Quarterly |
| 2025-03-14 | $0.10 | 2025-03-14 | 2025-04-09 | Quarterly |
| 2024-12-13 | $0.10 | 2024-12-13 | 2025-01-08 | Quarterly |
| 2024-09-13 | $0.10 | 2024-09-13 | 2024-10-08 | Quarterly |
| 2024-06-07 | $0.10 | 2024-06-07 | 2024-07-09 | Quarterly |
| 2024-03-07 | $0.10 | 2024-03-08 | 2024-04-09 | Quarterly |
| 2023-12-07 | $0.09 | 2023-12-08 | 2024-01-08 | Quarterly |
| 2023-09-07 | $0.09 | 2023-09-08 | 2023-10-10 | Quarterly |
| 2023-06-08 | $0.09 | 2023-06-09 | 2023-07-11 | Quarterly |
| 2023-03-09 | $0.09 | 2023-03-10 | 2023-04-10 | Quarterly |
| 2022-12-08 | $0.08 | 2022-12-09 | 2023-01-10 | Quarterly |
| 2022-09-08 | $0.08 | 2022-09-09 | 2022-10-10 | Quarterly |
| 2022-06-09 | $0.08 | 2022-06-10 | 2022-07-11 | Quarterly |
| 2022-03-10 | $0.08 | 2022-03-11 | 2022-04-08 | Quarterly |
| 2021-12-09 | $0.07 | 2021-12-10 | 2022-01-10 | Quarterly |
| 2021-09-09 | $0.07 | 2021-09-10 | 2021-10-08 | Quarterly |
| 2021-06-10 | $0.07 | 2021-06-11 | 2021-07-08 | Quarterly |
| 2021-03-11 | $0.07 | 2021-03-12 | 2021-04-08 | Quarterly |
| 2020-12-10 | $0.07 | 2020-12-11 | 2021-01-11 | Quarterly |
| 2020-11-06 | $2.00 | 2020-11-09 | 2020-11-19 | Special |
| 2020-09-10 | $0.07 | 2020-09-11 | 2020-10-08 | Quarterly |
| 2020-06-11 | $0.07 | 2020-06-12 | 2020-07-09 | Quarterly |
| 2020-03-12 | $0.07 | 2020-03-13 | 2020-04-08 | Quarterly |
| 2019-12-12 | $0.06 | 2019-12-13 | 2020-01-09 | Quarterly |
| 2019-09-12 | $0.06 | 2019-09-13 | 2019-10-09 | Quarterly |
| 2019-06-13 | $0.06 | 2019-06-14 | 2019-07-09 | Quarterly |
| 2019-03-14 | $0.06 | 2019-03-15 | 2019-04-08 | Quarterly |
| 2018-12-13 | $0.06 | 2018-12-14 | 2019-01-07 | Quarterly |
| 2018-09-13 | $0.06 | 2018-09-14 | 2018-10-08 | Quarterly |
| 2018-06-14 | $0.06 | 2018-06-15 | 2018-07-09 | Quarterly |
| 2018-03-14 | $0.06 | 2018-03-15 | 2018-04-09 | Quarterly |
| 2017-12-14 | $0.05 | 2017-12-15 | 2018-01-08 | Quarterly |
| 2017-09-19 | $0.05 | 2017-09-20 | 2017-10-02 | Quarterly |
| 2017-06-28 | $0.05 | 2017-06-30 | 2017-07-11 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-09 | GIERTZ JAMES R | Buy | 14 | $31.50 | 434 |
| 2026-09-18 | Schneider Paul J. | Sell | 3.00K | — | — |
| 2026-08-04 | Rourke Mark B. | Buy | 15.47K | $20.96 | 324.34K |
| 2026-08-04 | Rourke Mark B. | Buy | 24.00K | $20.96 | 503.04K |
| 2026-08-04 | Rourke Mark B. | Sell | 15.47K | $35.98 | 556.75K |
| 2026-08-04 | Rourke Mark B. | Buy | 13.21K | $24.81 | 327.69K |
| 2026-08-04 | Rourke Mark B. | Sell | 24.00K | $36.12 | 866.98K |
| 2026-08-04 | Rourke Mark B. | Sell | 13.21K | $35.58 | 469.89K |
| 2026-08-04 | Rourke Mark B. | Sell | 24.00K | $20.96 | 503.04K |
| 2026-08-04 | Rourke Mark B. | Sell | 13.21K | $24.81 | 327.69K |
| 2026-08-04 | Rourke Mark B. | Sell | 15.47K | $20.96 | 324.34K |
| 2026-08-03 | Rourke Mark B. | Buy | 20.31K | $24.81 | 503.94K |
| 2026-08-03 | Rourke Mark B. | Sell | 20.31K | $35.18 | 714.50K |
| 2026-08-03 | Rourke Mark B. | Sell | 20.31K | $24.81 | 503.94K |
| 2026-07-27 | Wells Steven A | Other | 0 | — | — |
| 2026-07-27 | Baumgardt Michael J | Other | 0 | — | — |
| 2026-07-10 | GIERTZ JAMES R | Buy | 12 | $36.40 | 433 |
| 2026-07-01 | Filter James Scott | Buy | 14.77K | — | — |
| 2026-06-24 | Schneider Paul J. | Sell | 3.67K | — | — |
| 2026-06-10 | Jackson Thomas G | Buy | 20.27K | $25.91 | 525.22K |
| 2026-06-10 | Jackson Thomas G | Sell | 20.27K | $37.15 | 752.98K |
| 2026-06-10 | Jackson Thomas G | Sell | 20.27K | $25.91 | 525.22K |
| 2026-06-08 | Devgun Shaleen | Buy | 8.35K | $24.81 | 207.21K |
| 2026-06-08 | Devgun Shaleen | Sell | 8.35K | $38.59 | 322.34K |
| 2026-06-08 | Devgun Shaleen | Sell | 8.35K | $24.81 | 207.21K |
| 2026-05-27 | DePrey Mary P. | Sell | 25.17K | — | — |
| 2026-05-06 | Dumas Magnin Shelly A | Sell | 2.42K | $30.90 | 74.93K |
| 2026-05-05 | Fish Angela M | Buy | 8.48K | $25.91 | 219.66K |
| 2026-05-05 | Fish Angela M | Sell | 7.87K | $30.43 | 239.44K |
| 2026-05-05 | Fish Angela M | Sell | 8.48K | $25.91 | 219.66K |
| 2026-05-04 | Fish Angela M | Buy | 6.72K | $25.91 | 174.24K |
| 2026-05-04 | Fish Angela M | Sell | 6.25K | $30.01 | 187.54K |
| 2026-05-04 | Fish Angela M | Sell | 6.72K | $25.91 | 174.24K |
| 2026-05-01 | Fish Angela M | Buy | 636 | — | — |
| 2026-04-30 | Fish Angela M | Other | 0 | — | — |
| 2026-04-30 | Fish Angela M | Other | 15.20K | $25.91 | 393.91K |
| 2026-04-30 | Ramirez Austin M | Buy | 5.47K | — | — |
| 2026-04-30 | Welch James L | Buy | 5.47K | — | — |
| 2026-04-30 | Swainson John A | Buy | 5.47K | — | — |
| 2026-04-30 | STREICH JULIE K | Buy | 5.47K | — | — |
| 2026-04-30 | Schneider Paul J. | Buy | 5.47K | — | — |
| 2026-04-30 | KNIGHT ROBERT M JR | Buy | 5.47K | — | — |
| 2026-04-30 | GIERTZ JAMES R | Buy | 5.47K | — | — |
| 2026-04-30 | DePrey Mary P. | Buy | 5.47K | — | — |
| 2026-04-30 | Chopra Jyoti | Buy | 5.47K | — | — |
| 2026-04-30 | Ramirez Austin M | Other | 0 | — | — |
| 2026-04-08 | GIERTZ JAMES R | Buy | 15 | $28.47 | 432 |
| 2026-02-26 | Devgun Shaleen | Buy | 9.41K | — | — |
| 2026-02-26 | Devgun Shaleen | Sell | 9.41K | — | — |
| 2026-02-19 | Campbell Darrell George | Sell | 6.00K | $28.89 | 173.34K |
| 2026-02-18 | Rourke Mark B. | Buy | 66.92K | — | — |
| 2026-02-18 | Rourke Mark B. | Sell | 66.92K | — | — |
| 2026-02-15 | Rourke Mark B. | Sell | 12.54K | $28.73 | 360.19K |
| 2026-02-15 | Rourke Mark B. | Sell | 4.52K | $28.73 | 129.97K |
| 2026-02-15 | Rourke Mark B. | Sell | 27.75K | $28.73 | 797.11K |
| 2026-02-15 | Rourke Mark B. | Sell | 9.18K | $28.73 | 263.74K |
| 2026-02-15 | Filter James Scott | Sell | 2.99K | $28.73 | 85.90K |
| 2026-02-15 | Filter James Scott | Sell | 681 | $28.73 | 19.57K |
| 2026-02-15 | Filter James Scott | Sell | 6.33K | $28.73 | 181.77K |
| 2026-02-15 | Filter James Scott | Sell | 1.96K | $28.73 | 56.17K |
| 2026-02-15 | Reich Robert M JR | Sell | 1.64K | $28.73 | 47.06K |
| 2026-02-15 | Reich Robert M JR | Sell | 618 | $28.73 | 17.76K |
| 2026-02-15 | Reich Robert M JR | Sell | 4.29K | $28.73 | 123.11K |
| 2026-02-15 | Reich Robert M JR | Sell | 1.38K | $28.73 | 39.70K |
| 2026-02-15 | Jackson Thomas G | Sell | 2.08K | $28.73 | 59.73K |
| 2026-02-15 | Jackson Thomas G | Sell | 1.41K | $28.73 | 40.57K |
| 2026-02-15 | Jackson Thomas G | Sell | 681 | $28.73 | 19.57K |
| 2026-02-15 | Jackson Thomas G | Sell | 4.23K | $28.73 | 121.50K |
| 2026-02-15 | Devgun Shaleen | Sell | 1.46K | $28.73 | 41.80K |
| 2026-02-15 | Devgun Shaleen | Sell | 908 | $28.73 | 26.09K |
| 2026-02-15 | Devgun Shaleen | Sell | 4.15K | $28.73 | 119.11K |
| 2026-02-15 | Devgun Shaleen | Sell | 2.14K | $28.73 | 61.37K |
| 2026-02-15 | Campbell Darrell George | Sell | 733 | $28.73 | 21.06K |
| 2026-02-15 | Campbell Darrell George | Sell | 2.20K | $28.73 | 63.21K |
| 2026-02-15 | Campbell Darrell George | Sell | 1.84K | $28.73 | 52.98K |
| 2026-02-15 | Dumas Magnin Shelly A | Sell | 680 | $28.73 | 19.54K |
| 2026-02-15 | Dumas Magnin Shelly A | Sell | 813 | $28.73 | 23.36K |
| 2026-02-15 | Dumas Magnin Shelly A | Sell | 714 | $28.73 | 20.51K |
| 2026-02-15 | Dumas Magnin Shelly A | Sell | 461 | $28.73 | 13.24K |
| 2026-02-13 | Rourke Mark B. | Buy | 93.98K | — | — |
| 2026-02-13 | Filter James Scott | Buy | 20.01K | — | — |
| 2026-02-13 | Reich Robert M JR | Buy | 14.10K | — | — |
| 2026-02-13 | Jackson Thomas G | Buy | 12.71K | — | — |
| 2026-02-13 | Devgun Shaleen | Buy | 13.05K | — | — |
| 2026-02-13 | Campbell Darrell George | Buy | 24.36K | — | — |
| 2026-02-13 | Dumas Magnin Shelly A | Buy | 3.92K | — | — |
| 2026-01-14 | Zimmermann Kathleen M. | Buy | 61.15K | — | — |
| 2026-01-14 | DePrey Mary P. | Buy | 30.57K | — | — |
| 2026-01-14 | Koller Therese A. | Buy | 61.14K | — | — |
| 2026-01-14 | Schneider Paul J. | Buy | 61.15K | — | — |
| 2026-01-12 | GIERTZ JAMES R | Buy | 14 | $28.76 | 409 |
| 2026-01-02 | Reich Robert M JR | Sell | 1.24K | $26.53 | 32.87K |
| 2026-01-02 | Rourke Mark B. | Sell | 4.63K | $26.53 | 122.78K |
| 2025-12-31 | Schneider Paul J. | Sell | 25.00K | — | — |
| 2025-12-16 | Schneider Paul J. | Sell | 2.80K | — | — |
| 2025-12-16 | Schneider Paul J. | Buy | 2.80K | — | — |
| 2025-12-16 | Schneider Paul J. | Sell | 2.80K | — | — |
| 2025-10-09 | GIERTZ JAMES R | Buy | 18 | $23.11 | 406 |
| 2025-08-23 | Reich Robert M JR | Sell | 140 | $25.34 | 3.55K |
| 2025-08-23 | Reich Robert M JR | Sell | 65 | $25.34 | 1.65K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 345, holders +46 vs prior quarter. Ownership 40.34%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 7.09M | 223.17K | +3.25% | 259.05M |
| BLUEPRINT INVESTMENT PARTNERS LLC | 6.08M | -25.02K | -0.41% | 221.93M |
| BLUEPRINT FINANCIAL ADVISORS LLC | 6.08M | -25.02K | -0.41% | 221.93M |
| DIMENSIONAL FUND ADVISORS LP | 5.14M | 126.16K | +2.52% | 187.81M |
| AQR CAPITAL MANAGEMENT LLC | 2.77M | 298.12K | +12.07% | 100.86M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.46M | -499.62K | -16.86% | 90.02M |
| EARNEST PARTNERS LLC | 2.03M | -45.39K | -2.18% | 74.24M |
| AMERICAN CENTURY COMPANIES INC | 2.00M | 251.59K | +14.36% | 73.20M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.97M | -427.84K | -17.81% | 72.12M |
| DEPRINCE RACE & ZOLLO INC | 1.96M | -204.27K | -9.46% | 71.45M |
| QUANTINNO CAPITAL MANAGEMENT LP | 1.95M | -46.41K | -2.33% | 71.12M |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 1.92M | 196.07K | +11.34% | 70.31M |
| STATE STREET CORP | 1.88M | -9.86K | -0.52% | 68.87M |
| MORGAN STANLEY | 1.32M | -654.35K | -33.09% | 48.33M |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.22M | -13.28K | -1.08% | 44.53M |
| INVESCO LTD. | 1.14M | 635.56K | +125.13% | 41.77M |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.08M | -211.70K | -16.44% | 39.32M |
| NEW YORK STATE COMMON RETIREMENT FUND | 979.43K | -25.20K | -2.51% | 35.78M |
| GEODE CAPITAL MANAGEMENT, LLC | 922.61K | 25.15K | +2.80% | 33.71M |
| BANK OF AMERICA CORP /DE/ | 850.61K | 39.32K | +4.85% | 31.07M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 839.93K | -22.85K | -2.65% | 30.68M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 839.93K | 839.93K | New | 30.68M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 814.25K | -19.76K | -2.37% | 29.74M |
| MILLENNIUM MANAGEMENT LLC | 725.29K | 468.42K | +182.36% | 26.49M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 695.97K | 106.93K | +18.15% | 25.42M |
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