Schneider National, INC

Market Movers (8-K)

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NYSE
Schneider National announced robust second quarter 2026 financial results, driven by disciplined cost management and improving market conditions, leading to a significant increase in earnings per share.
Better than expected
NYSE
Schneider National, Inc. announced the appointment of its CEO, James S. Filter, to the Board of Directors and declared a quarterly cash dividend of $0.10 per share.
NYSE
Schneider National shareholders approved an amended incentive plan and updated corporate bylaws at the 2026 Annual Meeting.
NYSE
Schneider National, Inc. reported fourth-quarter 2025 results below guidance due to softer market conditions and increased costs, while providing a mixed outlook for 2026.
Worse than expected
NYSE
Schneider National, Inc. announced a planned leadership transition with Mark Rourke becoming Executive Chair and James Filter appointed President and CEO, effective July 1, 2026, as part of a multi-year succession plan.
NYSE
Schneider National, Inc. announced a 5% increase in its quarterly dividend and a new $150 million share repurchase program.
Better than expected

Quarterly Earnings (10-Q)

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NYSE
Schneider National Inc. announced a significant increase in net income and operating revenues for the second quarter of 2026, driven by strong performance across its segments and effective cost management.
NYSE
Schneider National reported a 22% decline in net income for Q1 2026, citing lower brokerage volumes and reduced intermodal rates.
Worse than expected
NYSE
Schneider National, Inc. reported a significant decline in net income and earnings per share for the third quarter of 2025, despite revenue growth driven by the Cowan acquisition.
Worse than expected
Capital raise
NYSE
Schneider National, Inc. reported an 8% increase in operating revenues for Q2 2025, reaching $1,420.5 million, primarily driven by the Cowan acquisition and growth in its Dedicated and Intermodal segments, despite increased operating expenses.
Capital raise
Better than expected
NYSE
Schneider National's Q1 2025 earnings increased by 41% year-over-year, fueled by the Cowan acquisition and growth in the Intermodal segment.
Better than expected
NYSE
Schneider National's third quarter 2024 earnings decreased compared to the same period last year, primarily due to market pressures impacting revenue and profitability.
Worse than expected

Annual Reports (10-K)

NYSE
Schneider National's 2024 earnings declined due to unfavorable freight market conditions, though strategic acquisitions boosted its Dedicated segment.
Worse than expected
NYSE
Schneider National's 10-K filing outlines the company's dual-class stock structure, voting rights, and corporate governance policies.
Delay expected
Worse than expected

Insider Trading (Form 4)

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NYSE
Mark B. Rourke, Executive Chair and a Director of Schneider National, Inc., sold 72,994 shares of common stock on August 3, 2026.
NYSE
Paul J. Schneider, a Director and 10% owner of Schneider National, Inc., reported a transaction in 3,665 shares of common stock on June 24, 2026.
NYSE
James R Giertz, a Director of Schneider National, Inc., received 12 shares of common stock on July 10, 2026.
NYSE
Schneider National, Inc. executive James Filter reported transactions involving Class B Common Stock, including the acquisition of restricted stock units.
NYSE
EVP and General Counsel Thomas G. Jackson exercised options for 20,271 shares of Schneider National, Inc. and subsequently sold them.
NYSE
Shaleen Devgun, EVP-Chief Innovation, Tech at Schneider National, Inc., reported transactions involving Class B Common Stock and employee stock options.

Proxy Statements (Def-14A)

NYSE
Schneider National, Inc. announces its 2026 Annual Meeting of Shareholders, outlining key proposals including director elections, auditor ratification, and an amended incentive plan, alongside a significant CEO succession plan.
Worse than expected
NYSE
Schneider National, Inc. is holding its annual shareholder meeting on April 29, 2025, and has released proxy materials for voting on key proposals.
NYSE
Schneider National's 2025 Annual Meeting of Shareholders will be held virtually on April 29, 2025, to vote on the election of directors, ratification of the independent auditor, and an advisory vote on executive compensation.
Worse than expected
NYSE
Schneider National, Inc. will hold its annual shareholder meeting on April 29, 2024, featuring votes on director elections, auditor ratification, and executive compensation.
NYSE
Schneider National's 2024 Annual Meeting of Shareholders will be held virtually on April 29, 2024, to vote on director elections, auditor ratification, executive compensation, and the frequency of future compensation votes.

Schedule 13D - Activist Investments

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NYSE
Kathleen M. Zimmermann and related trusts updated their beneficial ownership in Schneider National, Inc., reflecting recent acquisitions of Class B Common Stock.
NYSE
Paul J. Schneider and related trusts update beneficial ownership in Schneider National, reflecting recent gift transactions.
NYSE
Therese A. Koller and related trusts updated their beneficial ownership in Schneider National, Inc., reflecting recent share acquisitions by gift.
NYSE
Mary P. DePrey and related trusts increased their beneficial ownership in Schneider National, Inc. Class B Common Stock through compensation and gifts.
NYSE
Mary P. DePrey and affiliated trusts have filed an Amendment No. 7 to Schedule 13D, updating their beneficial ownership in Schneider National, Inc. to an aggregate of 19,000,419 shares of Class B Common Stock, representing 17.5% of the class.
NYSE
Kathleen M. Zimmermann and related trusts have filed an Amendment No. 8 to Schedule 13D, updating their beneficial ownership in Schneider National, Inc. to an aggregate of 19,594,595 shares of Class B Common Stock, representing 18.0% of the class.

Schedule 13G - Passive Investments

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NYSE
Thomas A. Gannon has filed an amended Schedule 13G, reporting beneficial ownership of 6.2% of Schneider National, Inc.'s Class B Common Stock.
NYSE
Joan D. Klimpel has reported beneficial ownership of 64.1% of Schneider National, Inc.'s Class B Common Stock, totaling over 112 million shares.
NYSE
Dimensional Fund Advisors LP has disclosed a 5.1% beneficial ownership stake in Schneider National Inc. common stock, held for investment purposes.
NYSE
BlackRock, Inc. has filed an updated Schedule 13G, revealing a beneficial ownership of 6.5% in Schneider National, Inc.'s Class B Stock as of March 31, 2025.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, reporting a beneficial ownership of 9.0% of Schneider National, Inc.'s Class B Common Stock as of December 31, 2024.
NYSE
Joan D. Klimpel, through various trusts, has disclosed a beneficial ownership of 64.3% of Schneider National, Inc.'s Class B Common Stock as of December 31, 2024.