8-K ·Filed May 1, 2026

SNDR

Schneider National, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed5mo ago SEC0001692063-26-000022
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor future 10-Q filings for share issuances under the amended incentive plan to assess potential dilution. The bylaw changes are procedural and have no trading implications.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
SNDR ▲ +14.97% at T+60d
NEUTRAL call ✓ call won +14.97% · α vs SPY +11.90% · entry $31.47 → $36.18
Entry anchored
May 1, 01:38 PM ET
via exchange tick
T+1d
-4.80%
call -4.80% · α -4.46%
$29.96
settled 5mo ago
T+5d
-2.61%
call -2.61% · α -4.95%
$30.65
settled 5mo ago
T+20d
+15.57%
call +15.57% · α +10.29%
$36.37
settled 4mo ago
T+60d
+14.97%
call +14.97% · α +11.90%
$36.18
settled 2mo ago

Price Chart

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Executive Summary

Schneider National held its 2026 annual meeting on April 30, 2026, with shareholders approving all proposals including the election of ten directors, ratification of Deloitte & Touche as auditor, an amendment to the 2017 Omnibus Incentive Plan increasing authorized shares by 19.9 million, and an advisory vote on executive compensation. The Board also adopted amended bylaws clarifying the role of the lead independent director. This is a routine governance filing with no material financial impact.

Key Facts

  • Shareholders approved an amendment to the 2017 Omnibus Incentive Plan to increase authorized Class B common shares by 19,900,000 shares.
  • All ten director nominees were elected with strong support.
  • Deloitte & Touche LLP ratified as independent auditor for fiscal 2026.
  • Advisory vote on executive compensation passed with approximately 98% of votes cast in favor.
  • Bylaws amended to allow the lead independent director to call special board meetings and preside in the Chair's absence.

Financial Impact

19,900,000 additional shares authorized under the incentive plan; no immediate financial impact.

dilution

Risk Factors

  • Potential dilution from future equity awards under the increased share authorization.
  • None related to the annual meeting outcomes in the near term.

Market Snapshot

Exchange
NYSE
Sector
Trucking (No Local)
Analyst Consensus
57% bullish (23 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001692063-26-000022
Document: schneideromnibusincentiv.htm0001692063-26-000022
Document: sndr-20260430.htm0001692063-26-000022
Document: 0001692063-26-000022-index-headers.html0001692063-26-000022
Document: 0001692063-26-000022-index.html0001692063-26-000022
Document: 0001692063-26-000022.txt0001692063-26-000022
8 reports for SNDR
Performance horizon
Filters
Rows
Reports for SNDR — sortable, filterable
TypeNow
Sep 16, 2026
16d ago
8-K
NEUTRAL ★ 4/10
$32.75 $32.33▼ −1.28%▼ −4.12%$32.89 (+0.43%)
Jul 29, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$35.26 $36.53▲ +3.60%▼ −1.93%$32.89 (−6.72%)
Jun 12, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$38.44 $35.68▼ −7.18%▼ −7.85%$32.89 (−14.44%)
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 4/10
$38.44 $35.68▼ −7.18%▼ −7.85%$32.89 (−14.44%)
Jun 10, 2026
16w ago
144
NEUTRAL ★ 1/10
$38.11 $35.34▼ −7.27%▼ −7.70%$32.89 (−13.70%)
May 27, 2026
18w ago
144
NEUTRAL ★ 3/10
$35.45 $37.10▲ +4.65%▲ +4.34%$32.89 (−7.22%)
May 1, 2026
22w ago
8-K
NEUTRAL ★ 2/10
$31.47 $30.65▼ −2.61%▼ −4.95%$32.89 (+4.51%)
Mar 17, 2026
28w ago
DEFA14A
NEUTRAL ★ 3/10
$24.06 $25.27▲ +5.03%▲ +7.68%$32.89 (+36.70%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (64h 40m)

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