Evercore ISI Maintains Hold Rating on Schneider National with $24 Target

Evercore ISI's Jonathan Chappell maintained a Hold rating on Schneider National with a $24.00 price target. The analyst consensus is a Moderate Buy with an average price target of $26.73, a 9.33% upside from current levels. Chappell has a 63.43% success rate on recommended stocks and an average return of 15.2%. Schneider National's market cap is $4.28B and has a P/E ratio of 34.33.

Schneider National, Inc. (NYSE: SNDR) has seen a significant increase in institutional investment, according to its latest 13F filing with the SEC. Goodman Financial Corp, one of the largest institutional investors, boosted its stake in Schneider National by 3.1% during the first quarter, acquiring an additional 15,473 shares. This move brought Goodman Financial's total ownership to 522,190 shares, valued at approximately $11.93 million [1].

Goodman Financial's investment in Schneider National now accounts for 2.6% of its total holdings, making it the 24th biggest holding. This increased stake follows a mixed outlook from analysts on Schneider National. Goldman Sachs raised its rating to "buy" with a target price of $32, while other brokerages have varied their price targets and ratings [1].

In addition to Goodman Financial, other major investors have also increased their stakes in Schneider National. KLP Kapitalforvaltning AS acquired a new stake valued at about $349,000, LPL Financial LLC grew its stake by 132.6%, and Vanguard Group Inc. increased its holdings by 4.1%. JPMorgan Chase & Co. and Pictet Asset Management Holding SA also bought new positions in Schneider National [1].

Schneider National's stock performance has been mixed, with shares trading down $0.34 during mid-day trading on July 1, 2025, hitting $24.11. The company's financial metrics include a debt-to-equity ratio of 0.17, a quick ratio of 1.74, and a current ratio of 1.91. The company's market capitalization is $4.22 billion, with a PE ratio of 32.12 and a beta of 1.11 [1].

Evercore ISI's Jonathan Chappell maintained a Hold rating on Schneider National with a $24.00 price target, while the analyst consensus is a Moderate Buy with an average price target of $26.73, representing a 9.33% upside from current levels [2]. Chappell has a 63.43% success rate on recommended stocks and an average return of 15.2% [2].

Schneider National's latest Form 10-Q report highlights strong financial performance, with operating revenues increasing by 8% compared to the same quarter in 2024. The company's income from operations increased by 8%, with a slight increase in net income of 2% [3]. The company's basic and diluted earnings per share remained consistent at $0.21 [3].

The company anticipates continued growth, driven by strategic acquisitions and robust segment performance. Schneider National's focus on balancing its transportation network and efficiently managing resources will be crucial for meeting customer demand [3].

References:
[1] https://www.marketbeat.com/instant-alerts/filing-goodman-financial-corp-acquires-15473-shares-of-schneider-national-inc-nysesndr-2025-07-31/
[2] https://www.tradingview.com/news/tradingview:a7302efdc3bda:0-schneider-national-inc-sec-10-q-report/
[3] https://www.nasdaq.com/articles/schneider-sndr-q2-revenue-79