Schneider National, Inc. Class B (SNDR)

In the past six months, Schneider National, Inc.'s stock has been impacted by several events, including the announcement of third-quarter 2025 results, which showed increased operating revenues but missed diluted earnings per share estimates. The acquisition of Cowan Systems contributed to a 22% increase in Dedicated volume within the Truckload segment. Market strength experienced in July 2025 faded, with August and September trends being "sub-seasonal." The company set its full-year 2025 adjusted diluted earnings per share guidance at approximately $0.70. Analysts have adjusted their ratings and price targets for SNDR during this period, with some dropping target prices and maintaining "neutral" or "in-line" ratings, while others upgraded to "buy" ratings. Schneider National also declared a quarterly dividend of $0.095, payable in January 2026.

Demand for Schneider National's products and services experiences seasonality, typically tapering off after the third-quarter peak driven by inventory stockpiling. However, the company's diversified revenue mix and customer base contribute to revenue and yield management stability. The company has also worked to stabilize truckload and intermodal demand through increased domestic market presence and strategic pricing. Despite these efforts, the third quarter of 2025 saw market strength in July fade, with August and September trends being "sub-seasonal."

Schneider National, Inc. is a multimodal transportation and logistics provider in the Industrials sector, offering services like dedicated truckload, over-the-road truckload, intermodal, and expedited freight. They provide bulk transport, brokerage, cross-dock logistics, supply chain management, and warehousing, utilizing technology and a skilled workforce to optimize supply chain visibility. The company serves various sectors, including general merchandise, consumer products, food and beverage, and automotive.

Schneider National, Inc. has a significant market presence throughout North America, including the United States, Canada, and Mexico.

Schneider National has maintained a strong brand reputation, being named among Newsweek's 2023 Most Trustworthy Companies in America for the second consecutive year and TIME's inaugural list of the World's Best Companies. These recognitions were based on customer, investor, and employee trust, as well as associate satisfaction, revenue growth, and ESG data. The company has also been recognized for its commitment to sustainability, including operationalizing a large-scale battery electric vehicle (BEV) fleet.

The ownership of Schneider National (SNDR) stock is a mix of institutional, insider, and retail investors. Institutional investors own approximately 26.20% to 55.87% of the company's stock, insiders own 9.94%, and public companies and individual investors own 17.84% to 46.02%. Major institutional holders include BlackRock, Inc., Dimensional Fund Advisors LP, The Vanguard Group Inc., Morgan Stanley, and State Street Corp. Notable individual insider owners include Therese A. Koller, Kathleen M. Zimmermann, and Thomas J. Schneider.