UBS Downgrades Schneider National to Neutral, Raises Price Target to $26

UBS Downgrades Schneider National to Neutral, Raises Price Target to $26

UBS Global Research has downgraded Schneider National Inc. (SNDR) from a "Buy" to "Neutral" rating, citing a more cautious outlook on the company's future performance. The downgrade comes with an upward revision of the price target to $26, from the previous $24.50 [1].

Schneider National, a leading multimodal transportation and logistics services provider, has seen mixed signals from the market. The stock gained 1.47% on the last trading day (Thursday, 4th Sep 2025), rising from $24.42 to $24.78, but has been fluctuating within a wide and horizontal trend [1]. The stock's technical indicators suggest a potential sell signal, with the long-term moving average holding a general sell signal while the short-term moving average holds a buy signal [1].

UBS analysts believe that the current horizontal trend and mixed signals indicate a period of uncertainty for Schneider National. The company's recent earnings reports have shown strong performance, with operating revenues increasing by 8% year-over-year in the second quarter of 2025. However, the analysts caution that the company's future growth prospects may be limited due to the challenging macroeconomic environment and increased competition in the logistics sector [2].

Despite the downgrade, Schneider National's dividend remains attractive. The company has declared a quarterly cash dividend of $0.095 per share, to be paid on October 9, 2025 [2]. The dividend yield, based on the current stock price, is approximately 3.6%.

References:

[1] https://stockinvest.us/stock/SNDR
[2] https://www.stocktitan.net/news/SNDR/