Schneider National (SNDR)
Connects shippers across North America through truckload, intermodal, and logistics services.
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Provides North American truckload, intermodal, and logistics services for customers in the United States, Canada, and Mexico. Its multimodal platform combines a long-established carrier business with Dedicated operations expanded through recent acquisitions.
Moves freight through truckload, intermodal, and logistics services that support shippers across North America. The business spans the United States, Canada, and Mexico, bringing those lines together in a multimodal transportation and logistics platform.
The operating model grew from a carrier into a broader portfolio that includes Dedicated operations. A public listing and recent dedicated-carrier acquisitions further expanded that portfolio.
Safety and operating discipline are central to the company’s stated values. Digital tools, including the FreightPower portal, support the current platform, while its structure depends on coordinating the three service lines across its network.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | National Bank | Target | Target: $40 | Target: $38 |
| Jul 16, 2026 | National Bank | Target | Target: $39 | Target: $40 |
| Jul 14, 2026 | Susquehanna | Reiterate | Rating: —Target: $27 | Target: $39 |
| Jul 9, 2026 | National Bank | Target | Target: $35 | Target: $39 |
| Jun 17, 2026 | Robert W. Baird | Target | Target: — | Target: $39 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $327.1M · Total debt $396.1M · Total assets $5.00B · Shareholders' equity $3.06B
- Revenue
- $1.57B
- Operating income
- $71.4M
- Net income
- $49.7M
HistoryDividendAnnual yield
| Institutions | ≈ 79.84% | 139.96M shares | |
|---|---|---|---|
| 345 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 74.51% | 130.62M shares | |
| 21 holders · as of Jul 30, 2026 | |||
| Adds to | 154.35% | ||
175.30M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 154.35%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Klimpel Joan D.Insider | 64.11% | 112.39M | filed Feb 6, 2026 |
BlackRock, Inc.Institution | 8.09% | 7.09M B · 7.09M B | as of Jun 30, 2026 |
Blueprint Financial Advisors LLCInstitution | 6.93% | 6.08M B · 6.08M B | as of Jun 30, 2026 |
Blueprint Investment Partners LLCInstitution | 6.93% | 6.08M B · 6.08M B | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.87% | 5.14M B · 5.14M B | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Mark B. Rourke | director, officer: Executive Chair | −52,682 | $35.94 |
| Aug 3, 2026 | Mark B. Rourke | director, officer: Executive Chair | −20,312 | $35.18 |
| Jun 10, 2026 | Thomas G. Jackson | officer: EVP - General Counsel | −20,271 | $37.15 |
| Jun 8, 2026 | Shaleen Devgun | officer: EVP-Chief Innovation, Tech | −8,352 | $38.59 |
| May 6, 2026 | Magnin Shelly A. Dumas | officer: VP and Corporate Controller | −2,425 | $30.90 |
- J.B. Hunt
Closest public peer across intermodal, dedicated fleets, and brokerage
- Knight-Swift Transportation
Large North American truckload and dedicated carrier with logistics overlap
- Hub Group
Multimodal, dedicated-trucking, brokerage, and managed-logistics provider
- Werner Enterprises
Truckload, rail, brokerage, and supply-chain logistics provider
- C.H. Robinson Worldwide
Large freight-brokerage and managed-supply-chain platform
- RXO
Digital freight brokerage and managed-transportation platform
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Schneider National | $32.26 | −0.22% | $5.66B | 50.5 | 24.0 | 1.0 | +10.4% |
| J.B. Hunt | $237.02 | +0.36% | $22.18B | 33.5 | 27.6 | 1.7 | +19.4% |
| Knight-Swift Transportation | $66.67 | +0.08% | $10.84B | 257.9 | 20.1 | 1.4 | +12.6% |
| Hub Group | $32.33 | +2.06% | $1.92B | — | 39.4 | — | −1.0% |
| Werner Enterprises | $34.68 | −0.96% | $2.10B | — | 20.0 | 0.6 | +24.0% |
| C.H. Robinson Worldwide | $151.10 | −1.14% | $18.02B | 29.2 | 22.0 | 1.1 | +19.3% |
| RXO | $19.80 | +0.38% | $3.25B | — | 57.4 | 0.5 | +25.0% |
| Median | 33.5 | 24.8 | 1.1 | +19.3% |