Schneider National, Inc. (NASDAQ: SNDR) Executive Vice President and Chief Financial Officer Darrell George Campbell reported the sale of 6,000 shares of Class B Common Stock on February 19, 2026, in a Form 4 filing with the Securities and Exchange Commission.
The transaction was executed at prices between $28.815 and $29.00 per share, producing a weighted average sale price of $28.89 and a total transaction value of $173,340. Following the disposition, Campbell directly holds 66,275 shares of Schneider National.
At the time of reporting, Schneider National's stock was trading at $29.63, which the filing notes is nearly 44% above its 52-week low of $20.11. The shares have also risen approximately 20% over the prior six months.
Company metrics and valuation
The firm is described as a $5.2 billion company with a price-to-earnings ratio of 49.2. InvestingPro analysis cited in the filing indicates the stock appears overvalued relative to its Fair Value. The notice also referenced the availability of Pro Research Reports covering SNDR and more than 1,400 other U.S. equities for investors seeking additional context.
Recent operating results and analyst reactions
Schneider National disclosed fourth-quarter 2025 financial results that missed analyst expectations. The company reported adjusted earnings per share of $0.13, short of the consensus estimate of $0.20. Quarterly revenue was $1.4 billion, slightly under the anticipated $1.45 billion.
The earnings shortfall was attributed primarily to weaker-than-expected operating income in the Truckload segment, with the Dedicated business noted as the largest contributor to the shortfall.
Following the release, Stifel lowered its recommendation on Schneider National from Buy to Hold and reduced its price target from $32.00 to $26.00. In contrast, Benchmark retained a Buy rating with a $31.00 price target, while also attributing the earnings miss to lower-than-expected Truckload operating income. These actions illustrate the divergent analyst views in response to the quarter.
Context for investors
The Form 4 filing documents an insider sale rather than a change in ownership control, and the company’s recent operational results and mixed analyst feedback offer multiple data points for shareholders and market participants to weigh. The information in this report comes from the SEC filing and the company’s disclosed quarterly results and analyst commentary.