Schneider National (SNDR)

• Market cap: $3.94B
• 1 day: 3.50%
• 5 days: 0.63%
• 1 month: -6.37%
• 3 months: -24.36%
• 6 months: -20.42%
• Year to date: -22.83%
• 1 year: 8.86%
• 5 years: 4.90%
• 10 years: 18.32%
• Sector: Industrials
• Industry: Trucking

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 disclosures by fund managers ($100M+ AUM)

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

33% more repeat investments, than reductions

Existing positions increased: 104 | 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 (+$83.3M) [Q4]

1.56% more ownership

Funds ownership: 60.66% [Q3] → 62.22% (+1.56%) [Q4]

0% more funds holding in top 10

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

Research analyst outlook

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

• Low target: $23 2% upside
• Avg. target: $26 17% upside
• High target: $31 38% upside

9 analyst ratings

• positive: 1 11%
• neutral: 8 89%
• negative: 0 0%

Stifel Bert Subin 32% 1-year accuracy 6 / 19 met price target	11% upside $25	Hold Maintained	14 Apr 2025
Benchmark Christopher Kuhn 39% 1-year accuracy 22 / 57 met price target	38% upside $31	Buy Maintained	14 Apr 2025
Goldman Sachs Jordan Alliger 38% 1-year accuracy 5 / 13 met price target	2% upside $23	Neutral Maintained	10 Apr 2025
Citigroup Ariel Rosa 34% 1-year accuracy 17 / 50 met price target	2% upside $23	Neutral Upgraded	8 Apr 2025
B of A Securities Ken Hoexter 19% 1-year accuracy 10 / 52 met price target	11% upside $25	Neutral Downgraded	28 Mar 2025