Schneider National (SNDR)

• Market cap: $4.2B
• 1 day: -1.84%
• 5 days: -4.47%
• 1 month: -13.75%
• 3 months: -24.23%
• 6 months: -11.78%
• Year to date: -17.75%
• 1 year: 3.72%
• 5 years: 43.39%
• 10 years: 26.11%
• Sector: Industrials
• Industry: Trucking, Except Local

About: Schneider National Inc is a provider of surface transportation and logistics solutions in North America. The Company offers truckload, intermodal, and logistics services to a diverse customer base throughout the continental United States, Canada, and Mexico. The company's segments include Truckload; Intermodal; Logistics and other. It generates maximum revenue from the Truckload segment.

Employees: 19,400

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

35% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 78

8% more funds holding

Funds holding: 242 [Q3] → 262 (+20) [Q4]

5% more capital invested

Capital invested by funds: $1.6B [Q3] → $1.68B (+$81.9M) [Q4]

1.51% more ownership

Funds ownership: 60.73% [Q3] → 62.24% (+1.51%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $30 25% upside
• Avg. target: $31 30% upside
• High target: $32 34% upside

5 analyst ratings

• positive: 0 0%
• neutral: 5 100%
• negative: 0 0%

Stephens & Co. Daniel Imbro 13% 1-year accuracy 4 / 31 met price target	25% upside $30	Equal-Weight Reiterated	3 Feb 2025
JP Morgan Brian Ossenbeck 27% 1-year accuracy 10 / 37 met price target	29% upside $31	Neutral Maintained	31 Jan 2025
Wells Fargo Christian Wetherbee 40% 1-year accuracy 16 / 40 met price target	34% upside $32	Equal-Weight Maintained	31 Jan 2025
Susquehanna Bascome Majors 33% 1-year accuracy 13 / 39 met price target	34% upside $32	Neutral Maintained	31 Jan 2025
Stifel Bert Subin 33% 1-year accuracy 8 / 24 met price target	29% upside $31	Hold Maintained	23 Jan 2025