Piper Sandler lowers Arbor Realty Trust stock price target on credit issues
Investing.com - Evercore ISI has reduced its price target on Schneider National (NYSE:SNDR) to $21.00 from $22.00 while maintaining an "In Line" rating on the transportation company’s stock. The stock is currently trading at $20.25, near its 52-week low of $20.22, with InvestingPro data showing the company appears undervalued compared to its calculated Fair Value.
The adjustment follows Schneider’s third-quarter 2025 adjusted earnings per share of $0.12, which fell significantly below Evercore’s forecast of $0.21 and the Street’s consensus estimate of $0.20. A major factor in the earnings shortfall was a $16 million insurance claim from prior-year events, which negatively impacted EPS by approximately $0.07. InvestingPro data reveals that 9 analysts have revised their earnings downwards for the upcoming period, reflecting growing concerns about the company’s near-term performance.
Even excluding the insurance claim, Schneider’s core Truckload, Intermodal, and Logistics segments all reported operating income below projections. The company has subsequently reduced its full-year 2025 EPS guidance to approximately $0.70, representing the very low end of its previous guidance range. Despite these challenges, Schneider maintains a P/E ratio of 35.36, which InvestingPro identifies as high relative to near-term earnings growth.
Schneider management cited weakening demand and the absence of rate increases after July, with below-seasonal trends continuing through October. While company executives expressed optimism about potential benefits from tighter driver regulations, Evercore noted that there has been little impact on national rates so far.
Evercore has lowered its fourth-quarter 2025 EPS estimate for Schneider to $0.20 from $0.22, while slightly raising its 2026 forecast based on improved second-half margin projections for that year.
In other recent news, Schneider National Inc. reported its third-quarter 2025 earnings, which fell short of analysts’ expectations. The company announced an adjusted earnings per share (EPS) of $0.12, significantly missing the anticipated $0.20, marking a 40% shortfall. Despite the EPS miss, Schneider National’s revenue slightly exceeded forecasts, reaching $1.45 billion compared to the expected $1.43 billion. This revenue figure indicates a positive development despite the earnings disappointment. These recent developments have drawn attention from investors and analysts alike. The earnings report highlights the challenges Schneider National faced in meeting its profit expectations for the quarter. The mixed results underscore the importance of monitoring future performance and market conditions.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.