Schneider National Inc. (SNDR) reported fourth-quarter 2025 revenue of $1.40 billion, up 4.5% year-over-year, driven by a large increase in gross margin. Gross profit rose to $223.6 million (up 50.2%), while operating profit fell to $36.5 million (down 13.9%). Net income attributable to common shareholders was $22.1 million (down 32.2%), and diluted earnings per share were $0.13, below the consensus estimate of $0.21.
On the cash-flow and balance-sheet front, operating cash flow was $184.2 million (down 7.7% year-over-year) and capital spending increased to $138.2 million (up 12.2%). The company held $201.5 million in cash and equivalents, while total liabilities declined to $1.20 billion (down 38.1%).
The quarter missed revenue expectations, with actual sales of $1.40 billion versus the revenue estimate of $1.48 billion. Following the release, the stock moved lower, showing a decline of 7.44% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Schneider National Inc. Insider Trading Activity
Schneider National Inc. insiders have traded $SNDR stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SNDR stock by insiders over the last 6 months:
- THOMAS G JACKSON (EVP - General Counsel) has made 0 purchases and 2 sales selling 36,596 shares for an estimated $891,641.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Schneider National Inc. Hedge Fund Activity
We have seen 166 institutional investors add shares of Schneider National Inc. stock to their portfolio, and 131 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST TRUST ADVISORS LP removed 1,902,480 shares (-48.0%) from their portfolio in Q3 2025, for an estimated $40,256,476
- AMERICAN CENTURY COMPANIES INC removed 1,356,918 shares (-45.4%) from their portfolio in Q3 2025, for an estimated $28,712,384
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added 1,110,775 shares (+inf%) to their portfolio in Q4 2025, for an estimated $29,468,860
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. removed 895,732 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $18,953,689
- BALYASNY ASSET MANAGEMENT L.P. removed 794,766 shares (-72.7%) from their portfolio in Q3 2025, for an estimated $16,817,248
- THRIVENT FINANCIAL FOR LUTHERANS added 702,611 shares (+inf%) to their portfolio in Q3 2025, for an estimated $14,867,248
- GOTHAM ASSET MANAGEMENT, LLC added 683,298 shares (+396.1%) to their portfolio in Q3 2025, for an estimated $14,458,585
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Schneider National Inc. Congressional Stock Trading
Members of Congress have traded $SNDR stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SNDR stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 09/25 and 1 sale worth up to $15,000 on 10/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Schneider National Inc. Analyst Ratings
Wall Street analysts have issued reports on $SNDR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 10/31/2025
- Stifel issued a "Buy" rating on 10/03/2025
To track analyst ratings and price targets for Schneider National Inc., check out Quiver Quantitative's $SNDR forecast page.
Schneider National Inc. Price Targets
Multiple analysts have issued price targets for $SNDR recently. We have seen 9 analysts offer price targets for $SNDR in the last 6 months, with a median target of $30.0.
Here are some recent targets:
- J. Bruce Chan from Stifel set a target price of $32.0 on 01/14/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $30.0 on 01/13/2026
- Brian Ossenbeck from JP Morgan set a target price of $28.0 on 01/12/2026
- Ariel Rosa from Citigroup set a target price of $31.0 on 01/08/2026
- Bascome Majors from Susquehanna set a target price of $30.0 on 01/08/2026
- Christian Wetherbee from Wells Fargo set a target price of $30.0 on 01/06/2026
- Ken Hoexter from B of A Securities set a target price of $28.0 on 12/24/2025
