Market Cap
$5.6B
SNDR
Schneider National, Inc.
$32.89 ▲ +1.80%
Prev close $32.31Market cap$5.6B
ConsensusHold
12-mo target$37.50 (+14.0%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)20 New Institutional Positions8 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on SNDR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$1.7B
Inst. Activity
20 buys / 8 sells
Insider Activity
$0.00 buy / $3.9M sell
Insider Net $
-$3.9M
Social Sentiment
67° Warm
SEC Reports
8
Congressional
2 trades
Price chart 30d -3.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 18, 2026 Insider
Sep 16, 2026 SEC Schneider Paul J. gifted 3,000 shares
Director
Schneider National Leasing, Inc. (SNDR) entered into a new $350 million revolving credit facility, replacing its existin
8-K — Impact 4/10
Sep 7, 2026 dark_pool
Dark Pool: SNDR — 0.6M shares, 21,999 trades
Week starting 2026-09-07. Total ATS volume: 608,469 shares across 21,999 trades.
Aug 4, 2026 Insider
Rourke Mark B. sold 13,208 shares
Executive Chair @ $35.58 ($469.9K)
Aug 4, 2026 Insider
Jul 29, 2026 SEC Rourke Mark B. sold 15,474 shares
Executive Chair @ $35.98 ($556.7K)
Schneider National filed an 8-K reporting two routine items: the appointment of CEO James S. Filter to the Board of Dire
8-K — Impact 2/10
Jun 30, 2026 Inst.
MORGAN STANLEY — TRIM
1,323,064 shares ($48.3M)
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
725,292 shares ($26.5M)
Analyst ratings buy % -12.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
50% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 14, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 9, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jun 17, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% | |
| Aug 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% | |
| Jul 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% | |
| Jun 1, 2026 | 4 | 7 | 11 | 0 | 0 | 50% | |
| May 1, 2026 | 4 | 9 | 10 | 0 | 0 | 57% | |
| Apr 1, 2026 | 4 | 9 | 10 | 0 | 0 | 57% | |
| Mar 1, 2026 | 4 | 9 | 9 | 0 | 1 | 57% | |
| Feb 1, 2026 | 5 | 9 | 9 | 0 | 0 | 61% |
Price targets
Where 14 covering analysts think SNDR trades over the next 12 months.
$37.50 +14.0% upside Buy
Current$32.89 Low$32.00 Median$37.00 High$45.00 14 analysts
$32.00$45.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 7 neutral · avg impact 2.6/10.
NEUTRAL8-K4/10
Schneider National Leasing, Inc. (SNDR) entered into a new $350 million revolving credit facility, r
Sep 16, 2026
NEUTRAL8-K2/10
Schneider National filed an 8-K reporting two routine items: the appointment of CEO James S. Filter
Jul 29, 2026
NEUTRALCLUSTER2/10
Two EVPs at Schneider National (SNDR) sold shares in open-market transactions after exercising stock
Jun 12, 2026
MIXEDINST-CLUSTER4/10
Institutional cluster for SNDR (Schneider National) shows mixed conviction in Q3 2024: 6 buyers adde
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: SNDR — 0.6M shares, 21,999 trades
Week starting 2026-09-07. Total ATS volume: 608,469 shares across 21,999 trades.
Aug 31, 2026
dark_pool
Dark Pool: SNDR — 0.7M shares, 24,235 trades
Week starting 2026-08-31. Total ATS volume: 724,366 shares across 24,235 trades.
Aug 24, 2026
dark_pool
Dark Pool: SNDR — 0.6M shares, 23,065 trades
Week starting 2026-08-24. Total ATS volume: 574,248 shares across 23,065 trades.
Aug 17, 2026
dark_pool
Dark Pool: SNDR — 0.5M shares, 22,038 trades
Week starting 2026-08-17. Total ATS volume: 545,912 shares across 22,038 trades.
Aug 10, 2026
dark_pool
Dark Pool: SNDR — 0.6M shares, 24,322 trades
Week starting 2026-08-10. Total ATS volume: 631,369 shares across 24,322 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.30 | $0.27–$0.32 | 150.1% | -1.2% | 10↑ 1↓ | $1.6B | 16 |
| Next Q | $0.35 | $0.30–$0.43 | 170.9% | +0.5% | 11↑ 0↓ | $1.6B | 16 |
| Current FY | $1.06 | $1.00–$1.15 | 68.9% | -0.2% | 15↑ 0↓ | $6.1B | 16 |
| Next FY | $1.71 | $1.40–$2.10 | 60.5% | -0.3% | 13↑ 0↓ | $6.5B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.300 | — |
| 7d ago | $0.304 | -0.004 |
| 30d ago | $0.304 | -0.004 |
| 60d ago | $0.276 | +0.024 |
| 90d ago | $0.264 | +0.036 |
Institutional ownership
Which big funds own SNDR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.7B total value (47,308,641 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, AQR. Net buying activity: 20 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,091,347 | $259.0M | 15.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 5,141,299 | $187.8M | 10.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,767,845 | $100.9M | 5.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,464,272 | $90.0M | 5.2% | — |
| EARNEST PARTNERS LLC | 2,032,381 | $74.2M | 4.3% | — |
| AMERICAN CENTURY COMPANIES INC | 2,003,827 | $73.2M | 4.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,974,379 | $72.1M | 4.2% | — |
| Quantinno Capital Management LP | 1,946,777 | $71.1M | 4.1% | ADD +44.1% |
| Hood River Capital Management LLC | 1,924,667 | $70.3M | 4.1% | ADD +68.4% |
| STATE STREET CORP | 1,880,316 | $68.9M | 4.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,977,417 | 1,323,064 | -33.1% | $48.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 256,870 | 725,292 | +182.4% | $26.5M |
| FMR LLC | DOUBLED | 278,217 | 562,380 | +102.1% | $20.5M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 205,495 | 555,580 | +170.4% | $20.3M |
| Bank of New York Mellon Corp | TRIM | 1,779,611 | 533,686 | -70.0% | $19.5M |
| Nuveen, LLC | ADD | 292,169 | 402,629 | +37.8% | $14.7M |
| CITADEL ADVISORS LLC | ADD | 207,308 | 395,887 | +91.0% | $14.5M |
| FIRST TRUST ADVISORS LP | NEAR_EXIT | 2,277,720 | 389,611 | -82.9% | $14.2M |
| D. E. Shaw & Co., Inc. | NEW | — | 349,319 | — | $12.8M |
| Creative Planning | ADD | 127,508 | 184,135 | +44.4% | $6.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 30 transactions. Net -$3.9M — $0.00 bought, $3.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Schneider Paul J. | Director | GIFT | 3,000 | — | — |
| Aug 4, 2026 | Rourke Mark B. | Executive Chair | SELL | 13,208 | $35.58 | $469.9K |
| Aug 4, 2026 | Rourke Mark B. | Executive Chair | SELL | 15,474 | $35.98 | $556.7K |
| Aug 4, 2026 | Rourke Mark B. | Executive Chair | EXERCISE | 15,474 | $20.96 | $324.3K |
| Aug 4, 2026 | Rourke Mark B. | Executive Chair | SELL | 24,000 | $36.12 | $867.0K |
| Aug 4, 2026 | Rourke Mark B. | Executive Chair | EXERCISE | 24,000 | $20.96 | $503.0K |
| Aug 4, 2026 | Rourke Mark B. | Executive Chair | EXERCISE | 13,208 | $24.81 | $327.7K |
| Aug 3, 2026 | Rourke Mark B. | Executive Chair | SELL | 20,312 | $35.18 | $714.5K |
| Aug 3, 2026 | Rourke Mark B. | Executive Chair | EXERCISE | 20,312 | $24.81 | $503.9K |
| Jul 10, 2026 | GIERTZ JAMES R | Director | AWARD | 11.9 | $36.40 | $433.16 |
Congressional trades
SNDR trades disclosed by members of Congress, with disclosure delay.
2 members · 0 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 26, 2026 | Joshua Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | SCHNEIDER NATIONAL INC | Feb 27, 2026(33d) |
| Jan 15, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | SCHNEIDER NATIONAL INC | Feb 16, 2026(33d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SNDR.
Shares short
5,972,322
Settlement Sep 15, 2026
Change vs prior
+0.5%
Semi-monthly cycle
Days to cover
9.7
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All SNDR filing & press-release reports (8)
- 8-K reportSep 16, 2026
- 8-K reportJul 29, 2026
- CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- 144 reportJun 10, 2026
- 144 reportMay 27, 2026
- 8-K reportMay 1, 2026
- DEFA14A reportMar 17, 2026