Schneider National, Inc. Class B (SNDR)

In the past six months, Schneider National's stock price has been impacted by several events. The company's Q4 2025 earnings missed expectations, leading to a stock price decline. Analysts lowered price targets due to softer margins and a cautious outlook. A dividend of US$0.10 per share was announced in March 2026. The Q1 2026 earnings report is scheduled for April 30, 2026. As of April 10, 2026, the stock price was $28.29, with a 52-week range of $20.11 to $30.98.

Schneider National's services are subject to demand seasonality. The company has implemented peak season surcharges for its intermodal business in anticipation of increased demand. While some seasonal patterns emerge, they can be less pronounced than usual due to economic uncertainty. Q4 2025 experienced a "truncated peak season" with softer market conditions in November, though demand improved in late December due to weather disruptions and seasonal trends.

Schneider National, Inc. is a North American transportation and logistics company operating in the Industrials sector, specifically in the Trucking and Logistics industry. It provides multimodal surface transportation and logistics solutions through its Truckload, Intermodal, and Logistics segments. The Truckload segment offers over-the-road freight transportation using various trailer types. The Intermodal segment provides door-to-door container-on-flat-car services. The Logistics segment encompasses asset-light freight brokerage, supply chain management, warehousing, and import/export services.

Schneider National, Inc. primarily serves clients throughout the United States, Canada, and Mexico. Through a China-based subsidiary, it offers limited transportation and logistics services in China. The company's headquarters are located in Green Bay, Wisconsin, with offices in other major U.S. cities like Chicago and Dallas.

Schneider National has received positive recognition for its brand reputation in the past year. It was named to TIME's World's Best Companies of 2023 based on associate satisfaction, revenue growth, and ESG data. For the second consecutive year, Schneider was included in Newsweek's 2023 Most Trustworthy Companies in America. Schneider has also received awards such as the FreightTech 100 and Inbound Logistics' Green Supply Chain Partner Award.

Schneider National, Inc.'s ownership is a mix of institutional, insider, and retail investors. As of December 2025, institutional investors held 39.1% of outstanding stock, an increase from the prior quarter. Major institutional owners include BlackRock, Inc., Blueprint Financial Advisors LLC, Dimensional Fund Advisors Lp, and Vanguard Group Inc. Significant individual insider shareholders include Therese A. Koller, Kathleen M. Zimmermann, and Thomas J. Schneider.