Schneider National, Inc.
At today's price, Schneider National, Inc. (SNDR) is priced for +10.9% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Schneider pairs a spot-exposed truckload network with a structurally better core: a Dedicated fleet near 8,600 trucks plus an Intermodal segment in a market its 10-K describes as ⟦"highly consolidated among three intermodal providers"⟧ (accession 0001692063-26-000013), with $40 million of cost savings from the Cowan integration underway [Source: Q1 2026 earnings call, April 2026]. • The risk is that the price already assumes the recovery: at about 18 times normalized mid-cycle operating income
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284 institutional managers reported holding SNDR in 13F filings for the quarter ended 2026-03-31. Together they hold about 41% of the company; the top 10 hold 24%. 46 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 7.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (6.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SNDR has cut its share count 1.4% over the past five years, spending $116.20M on repurchases. It pays a dividend, and has paid one every year in our records (10 and counting), raised 4 years straight; the current rate is $0.38 a share annually. Cash returned over the past three years: $182.50M in dividends and $80.10M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SNDR over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SNDR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +0.7% | -13.3% |
| 2023-11-03 | -12.7% | +10.0% |
| 2024-02-24 | -1.4% | -10.4% |
| 2024-05-03 | +4.5% | +7.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SNDR's latest 8-K filings: 2026-05-01 (items 5.02, 5.03, 5.07, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-04-30 (items 8.01, 9.01); 2026-01-29 (items 2.02, 9.01); 2026-01-28 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.