Schneider National, Inc. (SNDR) Stock Price & How to Invest

Schneider National, Inc. is a Green Bay, Wisconsin transportation and logistics company that moves freight across North America. It operates through three main segments: Truckload (dry van, dedicated, and bulk trucking), Intermodal (rail-plus-drayage container service), and Logistics (asset-light freight brokerage and supply-chain services). The company runs one of the largest for-hire fleets in the United States, owns a substantial intermodal container pool, and increasingly leans on dedicated contracts and technology to smooth the cyclicality of the spot truckload market.

The investment picture is defined by the freight cycle. As of July 2026, trailing revenue is roughly $5.7 billion, but net income is thin (around $100 million) after several years of soft truckload pricing, weak volumes, and cost inflation, which pushes the trailing price-to-earnings multiple into the mid-60s. That high multiple reflects trough earnings rather than rich growth expectations. The forward multiple is far lower (roughly the mid-30s), and bulls frame SNDR as operating leverage waiting to unwind once truckload rates and intermodal volumes normalize, while bears point to an extended downturn and structural overcapacity in trucking.

SNDR's results are tightly linked to the freight cycle, so a prolonged truckload downturn, weak spot rates, or persistent industry overcapacity can keep earnings depressed. Fuel-price volatility, driver wages, equipment costs, and used-truck resale values all pressure margins. Intermodal depends on rail-partner service and pricing that Schneider does not fully control. The trailing valuation multiple is elevated on trough earnings, so the stock is vulnerable if a recovery is delayed. Broader macroeconomic softness in retail and manufacturing demand directly reduces freight volumes.

14 analysts publish price targets on SNDR, averaging $37.50 against a $33.61 price as of September 2026, or +11.6%. The published targets run from $32.00 to $45.00, a moderate spread, and the ratings split 6 buy, 9 hold, 1 sell. Over the last six months there have been 10 raises and 2 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full SNDR forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on Schneider National, Inc.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Freight-cycle recovery leverage. SNDR's earnings are highly sensitive to truckload contract and spot pricing, which have been depressed through a multi-year freight recession. The most optimistic published target, $45.00, assumes this works close to its best case.

The case against. SNDR's results are tightly linked to the freight cycle, so a prolonged truckload downturn, weak spot rates, or persistent industry overcapacity can keep earnings depressed. The most pessimistic target, $32.00, is roughly what SNDR is worth if this bites instead.

Read the full bull and bear case on SNDR, including what would have to change to break either one. Walnut is not an investment adviser.

No. Schneider National, Inc. (SNDR) has not split its stock in the last 10 years. That is a statement about the window we check rather than about the company’s entire history, so an older split is possible. It also matters less than it once did: fractional shares mean a high price per share no longer keeps smaller investors out, which removed most of the practical reason to split.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see Schneider National, Inc.'s investor relations page or your broker.

• Revenue (TTM): ~$5.7B
• Net income (FY2025): ~$104M
• Market cap: ~$6.4B
• P/E (TTM): ~66x
• P/E (forward): ~36x
• Dividend yield: ~1.1%

As of July 2026, Schneider carries a market cap of roughly $6.4 billion on about $5.7 billion of trailing revenue. The trailing price-to-earnings multiple near the mid-60s looks expensive, but it reflects cyclically depressed truckload earnings rather than premium growth. The forward multiple in the mid-30s and full-year 2026 EPS guidance of roughly $0.70 to $1.00 frame the stock as a recovery play.

Other names that sit close to SNDR: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get SNDR exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so SNDR sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where SNDR fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

SNDR is a large, asset-based transportation operator whose trailing earnings sit at a cycle trough, so the stock trades on expectations for a freight recovery rather than on current profitability.

Whether SNDR is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is SNDR a buy or a sell?, and where the stock could go from here in the SNDR stock forecast.

For income investors, whether SNDR pays a dividend and how the payout looks is covered in does SNDR pay a dividend? And to weigh SNDR against a peer, read the full side-by-side comparisons: SNDR vs WERN and SNDR vs JBHT.