Schneider National (SNDR)

• Market cap: $4.08B
• 1 day: -3.28%
• 5 days: -2.96%
• 1 month: -4.47%
• 3 months: -2.43%
• 6 months: -3%
• Year to date: -20.05%
• 1 year: -16.97%
• 5 years: -11.21%
• 10 years: 22.58%
• 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

9% more capital invested

Capital invested by funds: $1.31B [Q1] → $1.43B (+$114M) [Q2]

2.01% more ownership

Funds ownership: 62.06% [Q1] → 64.07% (+2.01%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

3% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 100

4% less funds holding

Funds holding: 279 [Q1] → 267 (-12) [Q2]

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

49% less call options, than puts

Call options by funds: $664K | Put options by funds: $1.3M

Research analyst outlook

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

• Low target: $26
• Avg. target: $27
• High target: $28

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

UBS Thomas Wadewitz	$26	Neutral Downgraded	5 Sep 2025
Citigroup Ariel Rosa	$27	Neutral Maintained	9 Jul 2025
Baird Daniel Moore	$28	Outperform Reinstated	1 Jul 2025