SNDR Schneider National, Inc. Common Stock

NYSE · Road & Rail · View on SEC EDGAR ↗
$35.85
Price · Aug 19, 2026
Fundamentals as of Jul 31, 2026

About Schneider National, Inc. Common Stock Company overview from Wikipedia

Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.

Read more

Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.

History

Founded in 1935 when Al Schneider sold the family car to buy his first truck. Schneider is headquartered in Green Bay, Wisconsin. Don Schneider, Al's oldest son, succeeded Al as president on February 9, 1976, and served in that role for 27 years. In 2002, Christopher Lofgren was named the company's third president and CEO. Mark Rourke succeeded Chris Lofgren as President and CEO of Schneider in 2019. In 2026, Jim Filter succeeded Mark Rourke as President and CEO. Mark Rourke becomes Executive Chairman of the Board.

Schneider began trading on the New York Stock Exchange on April 6, 2017; company management rang the opening bell. The stock had an initial public offering of $19.50 per share.

In January 2022, Schneider acquired Midwest Logistics Systems (MLS), with MLS continuing to operate as a standalone subsidiary.

In 2023, Schneider National launched an all-electric fleet composed of 92 Freightliner eCascadias, described by the Green Bay Press-Gazette as "one of the largest EV truck fleets in the nation". The fleet is supported by an electric charging depot at Schneider's South El Monte Operations Center in Southern California, capable of charging 32 trucks simultaneously. The company received the Deloitte Wisconsin 75 sustainability award for reducing carbon emissions.

On April 21, 2023, Schneider signed its shipping contract with the seven-day-old Canadian Pacific Kansas City.

Schneider acquired M&M Transport Services in August of 2023. M&M is based out of Bridgewater, Massachusetts.

In September 2023, Darrell Campbell was announced as the Executive Vice President and Chief Financial Officer.

Also in 2023, Schneider National received the National Safety Council’s Green Cross for Safety Advocate Award for its pioneering work piloting technology to combat impaired driving.

In November 2024, Schneider announced its acquisition of Cowan Systems, LLC expanding its operations across the Eastern and Mid-Atlantic U.S. regions.

Market

Schneider hauls 9,100,000 freight miles per day, with 19,400 associates, 12,500 company trucks and 54,400 trailers on the road.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

SNDR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$35.84
Market Cap
P/E (TTM)
45.0
EPS (TTM)
$0.59
Revenue (TTM)
$5.67B
Div Yield
ROE
3.4%
Debt/Equity
0.1
52W Range
$20 – $39

SNDR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $5.67B
10-point trend, +40.3%
2016-12-31 2025-12-31
EPS $0.59
10-point trend, -41.0%
2016-12-31 2025-12-31
Free Cash Flow $285M
9-point trend, +292.0%
2017-12-31 2025-12-31
Margins 1.8%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
SNDR
Peer Median
P/E (TTM)
5-point trend, +281.0%
45.0
53.3

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
SNDR
Peer Median
Operating Margin
5-point trend, -68.7%
3.0%
Net Profit Margin
5-point trend, -74.7%
1.8%
1.7%
ROA
5-point trend, -80.5%
2.1%
2.3%
ROE
5-point trend, -80.0%
3.4%
4.0%
ROIC
5-point trend, -77.5%
3.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SNDR
Peer Median
Debt / Equity
5-point trend, -30.8%
0.1
Current Ratio
5-point trend, +17.5%
2.1
1.5
Quick Ratio
5-point trend, -23.0%
1.1

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
SNDR
Peer Median
Revenue YoY
5-point trend, +1.2%
7.2%
Revenue CAGR 3Y
5-point trend, +1.2%
-4.9%
Revenue CAGR 5Y
5-point trend, +1.2%
4.5%
EPS YoY
5-point trend, -74.1%
-10.6%
Net Income YoY
5-point trend, -74.4%
-11.5%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
SNDR
Peer Median
EPS (Diluted)
5-point trend, -74.1%
$0.59

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SNDR
Peer Median
Payout Ratio
5-point trend, +428.8%
64.7%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
64.7%
5Y Div CAGR
Ex-dateAmount
June 12, 2026$0.1000
March 13, 2026$0.1000
Dec. 12, 2025$0.0950
Sept. 12, 2025$0.0950
June 13, 2025$0.0950
March 14, 2025$0.0950
Dec. 13, 2024$0.0950
Sept. 13, 2024$0.0950
June 7, 2024$0.0950
March 7, 2024$0.0950
Dec. 7, 2023$0.0900
Sept. 7, 2023$0.0900
June 8, 2023$0.0900
March 9, 2023$0.0900
Dec. 8, 2022$0.0800
Sept. 8, 2022$0.0800
June 9, 2022$0.0800
March 10, 2022$0.0800
Dec. 9, 2021$0.0700
Sept. 9, 2021$0.0700

SNDR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 22 analysts
  • Strong Buy 4 18.2%
  • Buy 7 31.8%
  • Hold 11 50.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

14 analysts · 2026-08-18
Median target $37.00 +3.2%
Mean target $37.50 +4.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.00%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.29 $0.24 0.05%
March 31, 2026 $0.12 $0.10 0.02%
Dec. 31, 2025 $0.12 $0.10 0.02%
Sept. 30, 2025 $0.12 $0.21 -0.09%
June 30, 2025 $0.21 $0.21 0.00%
March 31, 2025 $0.16 $0.14 0.02%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SNDR 45.0 7.2% 1.8% 3.4%
UHAL 3.6% 1.4% 1.1%
KNX $8.49B 127.5 0.80% 0.88% 0.93%
R $7.54B 16.0 0.23% 3.9% 16.3%
SAIA $8.70B 34.3 0.79% 7.9% 10.2%
LSTR 44.1 -1.6% 2.4% 13.0%
RXO $2.07B -21.4 26.2% -1.7% -6.4%
ARCB 28.3 -4.0% 1.5% 4.6%
WERN $1.80B -125.0 -1.8% -0.48% -1.0%
MRTN $928M 54.2 -8.3% 2.0% 2.3%
HTLD $699M -13.5 -23.1% -6.5% -6.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 14
Annual Income Statement data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Revenue 11-point trend, +43.3% $5.67B $5.29B $5.50B $6.60B $5.61B $4.55B $4.75B $4.98B $4.38B $4.05B $3.96B
Cost of Revenue 5-point trend, +39.6% · · · · · · $2.00B $1.97B $1.61B $1.47B $1.43B
Operating Expenses 11-point trend, +48.8% $5.51B $5.13B $5.20B $6.00B $5.08B $4.27B $4.54B $4.60B $4.10B $3.76B $3.70B
Operating Income 11-point trend, -35.1% $169M $165M $296M $600M $534M $287M $208M $376M $280M $290M $260M
Interest Expense 9-point trend, -24.1% · · $14M $10M $12M $14M $17M $17M $19M $21M $19M
Other Non-op 11-point trend, -7.1% $-3M $-700.0K $17M $10M $19M $6M $-2M $1M $500.0K $-3M $-3M
Pretax Income 11-point trend, -42.2% $138M $152M $306M $604M $542M $283M $198M $365M $263M $266M $239M
Income Tax 11-point trend, -64.8% $34M $35M $68M $146M $137M $71M $51M $96M $-126M $109M $98M
Net Income 11-point trend, -26.5% $104M $117M $238M $458M $405M $212M $147M $269M $390M $157M $141M
EPS (Basic) 11-point trend, -35.2% $0.59 $0.67 $1.35 $2.57 $2.28 $1.19 $0.83 $1.52 $2.28 $1.00 $0.91
EPS (Diluted) 11-point trend, -35.2% $0.59 $0.66 $1.34 $2.56 $2.28 $1.19 $0.83 $1.52 $2.28 $1.00 $0.91
Shares (Basic) 11-point trend, +12.8% 175,200,000 175,500,000 177,300,000 177,900,000 177,600,000 177,300,000 177,100,000 177,000,000 171,100,000 156,600,000 155,300,000
Shares (Diluted) 11-point trend, +13.0% 175,900,000 176,100,000 178,200,000 178,800,000 178,100,000 177,600,000 177,300,000 177,200,000 171,300,000 156,800,000 155,600,000
EBITDA 9-point trend, -39.7% $169M $165M $296M $600M $534M $287M $208M $376M $280M · ·
Balance Sheet 26
Annual Balance Sheet data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents 11-point trend, +25.4% $202M $118M $102M $386M $245M $396M $552M $379M $238M $131M $161M
Short-term Investments 10-point trend, -20.4% $42M $48M $57M $46M $49M $47M $48M $51M $42M $52M ·
Receivables 10-point trend, +30.2% $578M $600M $576M $644M $705M $538M $466M $593M $528M $444M ·
Inventory 10-point trend, +34.7% $100M $90M $118M $53M $27M $45M $72M $61M $83M $74M ·
Prepaid Expense 10-point trend, +34.7% $108M $120M $102M $90M $75M $78M $118M $80M $76M $80M ·
Current Assets 10-point trend, +27.9% $1.18B $1.12B $1.11B $1.35B $1.25B $1.22B $1.41B $1.32B $1.09B $924M ·
PP&E (Net) 10-point trend, +54.7% $2.72B $2.87B $2.58B $2.28B $2.05B $1.83B $1.85B $1.92B $1.86B $1.76B ·
PP&E (Gross) 10-point trend, +53.7% $4.56B $4.54B $4.19B $3.80B $3.45B $3.25B $3.15B $3.23B $3.13B $2.97B ·
Accum. Depreciation 10-point trend, +52.1% $1.84B $1.67B $1.61B $1.52B $1.40B $1.42B $1.30B $1.31B $1.27B $1.21B ·
Goodwill 10-point trend, +105.7% $337M $378M $332M $228M $240M $128M $128M $162M $165M $164M ·
Intangibles 7-point trend, +739.1% $73M $51M $56M $9M · · $0 $7M $9M · ·
Other Non-current Assets 10-point trend, +511.2% $470M $438M $403M $297M $237M $204M $166M $83M $75M $77M ·
Total Assets 10-point trend, +58.5% $4.84B $4.93B $4.56B $4.32B $3.94B $3.52B $3.66B $3.62B $3.33B $3.05B ·
Current Liabilities 10-point trend, -17.9% $556M $704M $606M $637M $690M $535M $465M $523M $462M $677M ·
Capital Leases 8-point trend, +487.8% $64M $52M $58M $42M $50M · · $200.0K $7M $11M ·
Deferred Tax 10-point trend, +10.2% $594M $566M $596M $538M $451M $450M $449M $451M $387M $539M ·
Other Non-current Liabilities 10-point trend, +3.5% $105M $105M $108M $69M $75M $79M $85M $46M $69M $101M ·
Total Liabilities 8-point trend, +21.7% $1.82B $1.95B $1.60B $1.48B $1.51B $1.46B $1.42B $1.49B · · ·
Long-term Debt 9-point trend, -42.0% $397M $515M $290M $205M · $305M $360M $405M $430M $684M ·
Total Debt 6-point trend, -7.4% $397M $515M $290M · · · $360M $404M $429M · ·
Paid-in Capital 10-point trend, +1619400000.00 $1.62B $1.61B $1.60B $1.58B $1.57B $1.55B $1.54B $1.54B $1.53B $0 ·
Retained Earnings 10-point trend, +1518200000.00 $1.52B $1.48B $1.43B $1.26B $858M $502M $694M $589M $356M $0 ·
Treasury Stock 4-point trend, +111000000.00 $111M $96M $67M $0 · · · · · · ·
AOCI 10-point trend, -1900000.00 $-2M $-4M $-3M $-5M $0 $800.0K $100.0K $-1M $0 $0 ·
Stockholders' Equity 11-point trend, +3024700000.00 $3.02B $2.99B $2.96B $2.84B $2.42B $2.06B $2.24B $2.13B $1.89B $0 $0
Liabilities + Equity 10-point trend, +58.5% $4.84B $4.93B $4.56B $4.32B $3.94B $3.52B $3.66B $3.62B $3.33B $3.05B ·
Cash Flow 18
Annual Cash Flow data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
D&A 11-point trend, +90.4% $450M $414M $382M $350M $296M $290M $293M $291M $279M $266M $236M
Stock-based Comp 11-point trend, +3.0% $17M $13M $16M $16M $14M $9M $-4M $23M $17M $18M $17M
Deferred Tax 11-point trend, -103.7% $-3M $4M $56M $83M $2M $2M $-200.0K $62M $-152M $76M $87M
Amort. of Intangibles 9-point trend, +1675.0% $7M $5M $3M $1M · · $700.0K $1M $2M $900.0K $400.0K
Restructuring 6-point trend, +0.00 · · · $0 $0 $1M $64M $0 $0 · ·
Operating Cash Flow 11-point trend, +31.3% $637M $686M $680M $856M $566M $618M $636M $566M $461M $455M $486M
CapEx 11-point trend, -20.3% $352M $414M $660M $535M $399M $275M $335M $385M $388M $422M $442M
Investing Cash Flow 11-point trend, +28.4% $-346M $-792M $-908M $-599M $-626M $-319M $-350M $-338M $-390M $-513M $-483M
Debt Issued 5-point trend, +100000000.00 $100M $300M $50M $0 $0 · · · · · ·
Net Debt Issued 3-point trend, +100.0% $100M $300M $50M · · · · · · · ·
Stock Repurchased 5-point trend, +14600000.00 $15M $30M $67M $0 $0 · · · · · ·
Net Stock Activity 3-point trend, +78.2% $-15M $-30M $-67M · · · · · · · ·
Dividends Paid 11-point trend, +165.9% $67M $67M $64M $56M $50M $400M $42M $41M $26M $31M $25M
Financing Cash Flow 11-point trend, -2538.8% $-207M $121M $-56M $-117M $-90M $-456M $-113M $-89M $37M $28M $8M
Net Change in Cash 11-point trend, +676.9% $84M $15M $-283M $141M $-151M $-156M $173M $140M $108M $-30M $11M
Taxes Paid 11-point trend, -85.6% $4M $-200.0K $68M $53M $146M $62M $52M $39M $-4M $5M $30M
Free Cash Flow 9-point trend, +292.0% $285M $272M $20M $321M $167M $343M $301M $181M $73M · ·
Levered FCF 7-point trend, -81.2% · · $9M $314M $157M $333M $289M $172M $47M · ·
Profitability 7
Annual Profitability data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Operating Margin 9-point trend, -53.4% 3.0% 3.1% 5.4% 9.1% 9.5% 6.3% 4.4% 7.5% 6.4% · ·
Net Margin 9-point trend, -79.4% 1.8% 2.2% 4.3% 6.9% 7.2% 4.7% 3.1% 5.4% 8.9% · ·
Pretax Margin 9-point trend, -59.6% 2.4% 2.9% 5.6% 9.2% 9.7% 6.2% 4.2% 7.3% 6.0% · ·
EBITDA Margin 9-point trend, -53.4% 3.0% 3.1% 5.4% 9.1% 9.5% 6.3% 4.4% 7.5% 6.4% · ·
ROA 9-point trend, -82.6% 2.1% 2.5% 5.4% 11.1% 10.9% 5.9% 4.0% 7.7% 12.2% · ·
ROE 9-point trend, -91.7% 3.4% 3.9% 8.1% 16.4% 17.2% 9.6% 6.6% 12.8% 41.2% · ·
ROIC 9-point trend, -79.3% 3.7% 3.6% 7.1% 16.0% 16.5% 10.4% 5.9% 10.9% 17.9% · ·
Liquidity & Solvency 5
Annual Liquidity & Solvency data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Current Ratio 9-point trend, -10.3% 2.1 1.6 1.8 2.1 1.8 2.3 3.0 2.5 2.4 · ·
Quick Ratio 9-point trend, -36.2% 1.1 0.9 1.0 1.7 1.4 1.8 2.3 2.0 1.7 · ·
Debt / Equity 6-point trend, -42.1% 0.1 0.2 0.1 · · · 0.2 0.2 0.2 · ·
LT Debt / Equity 6-point trend, -41.3% 0.1 0.1 0.1 · · · 0.1 0.2 0.2 · ·
Interest Coverage 7-point trend, +29.6% · · 20.9 62.5 42.7 21.1 12.5 30.1 16.1 · ·
Efficiency 3
Annual Efficiency data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 9-point trend, -15.4% 1.2 1.1 1.2 1.6 1.5 1.3 1.3 1.4 1.4 · ·
Inventory Turnover 3-point trend, +47.3% · · · · · · 30.1 27.3 20.4 · ·
Receivables Turnover 9-point trend, +6.8% 9.6 9.0 9.0 9.8 9.0 9.1 9.0 8.9 9.0 · ·
Per Share 4
Annual Per Share data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Revenue / Share 9-point trend, +26.1% $32.26 $30.04 $30.86 $36.94 $31.49 $25.64 $26.77 $28.09 $25.59 · ·
Cash Flow / Share 9-point trend, +34.6% $3.62 $3.90 $3.82 $4.79 $3.18 $3.48 $3.59 $3.20 $2.69 · ·
Dividend / Share 11-point trend, +137.5% $0 $0 $0 $0 $0 $2 $0 $0 $0 $0 $0
EPS (TTM) 9-point trend, -74.1% $0.59 $0.66 $1.34 $2.56 $2.28 $1.19 $0.83 $1.52 $2.28 · ·
Growth Rates 10
Annual Growth Rates data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -68.7% 7.2% -3.8% -16.7% 17.8% 23.2% · · · · · ·
Revenue CAGR 3Y 3-point trend, -175.8% -4.9% -1.9% 6.5% · · · · · · · ·
Revenue CAGR 5Y 4.5% · · · · · · · · · ·
EPS YoY 5-point trend, -111.6% -10.6% -50.7% -47.7% 12.3% 91.6% · · · · · ·
EPS CAGR 3Y 3-point trend, -1057.7% -38.7% -33.9% 4.0% · · · · · · · ·
EPS CAGR 5Y -13.1% · · · · · · · · · ·
Net Income YoY 5-point trend, -112.5% -11.5% -50.9% -47.9% 12.9% 91.5% · · · · · ·
Net Income CAGR 3Y 3-point trend, -1064.4% -39.1% -33.9% 4.0% · · · · · · · ·
Net Income CAGR 5Y -13.3% · · · · · · · · · ·
Dividend CAGR 5Y -30.0% · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for SNDR
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM 9-point trend, +29.4% $5.67B $5.29B $5.50B $6.60B $5.61B $4.55B $4.75B $4.98B $4.38B · ·
Net Income TTM 9-point trend, -73.4% $104M $117M $238M $458M $405M $212M $147M $269M $390M · ·
P/E 9-point trend, +259.0% 45.0 44.4 19.0 9.1 11.8 17.4 26.3 12.3 12.5 · ·
Earnings Yield 9-point trend, -72.2% 2.2% 2.2% 5.3% 10.9% 8.5% 5.8% 3.8% 8.1% 8.0% · ·
Payout Ratio 9-point trend, +888.8% 64.7% 56.9% 26.7% 12.2% 12.2% 188.9% 28.9% 15.1% 6.5% · ·
Annual Payout 9-point trend, +162.7% $67M $67M $64M $56M $50M $400M $42M $41M $26M · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $5.67B$5.29B$5.50B$6.60B$5.61B
Operating Margin % 3.0%3.1%5.4%9.1%9.5%
Net Income $104M$117M$238M$458M$405M
Diluted EPS $0.59$0.66$1.34$2.56$2.28
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.10.20.1
Current Ratio 2.11.61.82.11.8
Quick Ratio 1.10.91.01.71.4
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $285M$272M$20M$321M$167M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 362 filers · $1.9B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
91 (+41 vs prior Q) 34 (-2 vs prior Q) 107 (-14 vs prior Q) 91 (+19 vs prior Q) +3.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Blueprint Investment Partners LLC $221,933,997 6,075,390 11.94% Shares
Blueprint Financial Advisors LLC $221,933,997 6,075,390 11.94% Shares
DIMENSIONAL FUND ADVISORS LP $179,494,283 4,913,613 9.66% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $90,019,856 2,464,272 4.84% Shares
EARNEST PARTNERS LLC $74,242,878 2,032,381 4.00% Shares
AMERICAN CENTURY COMPANIES INC $73,199,801 2,003,827 3.94% Shares
VANGUARD CAPITAL MANAGEMENT LLC $72,124,065 1,974,379 3.88% Shares
Quantinno Capital Management LP $71,115,790 1,946,777 3.83% Shares
Hood River Capital Management LLC $70,308,086 1,924,667 3.78% Shares
STATE STREET CORP $68,872,243 1,880,316 3.71% Shares
DEPRINCE RACE & ZOLLO INC $56,940,394 2,160,106 3.06% Shares
NEW YORK STATE COMMON RETIREMENT FUND $35,778,432 979,426 1.93% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30,682,826 839,935 1.65% Shares
SCHMIDT P J INVESTMENT MANAGEMENT INC $29,744,516 814,249 1.60% Shares
GEODE CAPITAL MANAGEMENT, LLC $28,760,213 787,059 1.55% Shares
MILLENNIUM MANAGEMENT LLC $26,494,917 725,292 1.43% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $25,423,711 695,968 1.37% Shares
Gotham Asset Management, LLC $24,942,319 682,790 1.34% Shares
FMR LLC $20,282,222 555,221 1.09% Shares
BlackRock, Inc. $17,389,449 476,032 0.94% Shares
GOLDMAN SACHS GROUP INC $16,806,576 460,076 0.90% Shares
Bank of New York Mellon Corp $15,704,795 429,915 0.85% Shares
FIRST TRUST ADVISORS LP $14,232,009 389,611 0.77% Shares
D. E. Shaw & Co., Inc. $12,760,623 349,319 0.69% Shares
MORGAN STANLEY $12,166,852 333,064 0.65% Shares
Lighthouse Investment Partners, LLC $12,010,699 328,790 0.65% Shares
ENVESTNET ASSET MANAGEMENT INC $11,860,088 324,667 0.64% Shares
VANGUARD FIDUCIARY TRUST CO $11,284,300 308,905 0.61% Shares
US BANCORP \DE\ $10,385,588 284,303 0.56% Shares
Corient Private Wealth LP $10,227,965 279,985 0.55% Shares
Cubist Systematic Strategies, LLC $10,058,579 475,358 0.54% Shares
CITADEL ADVISORS LLC $9,274,309 253,882 0.50% Shares
Qube Research & Technologies Ltd $9,159,496 250,739 0.49% Shares
PRINCIPAL FINANCIAL GROUP INC $8,741,666 239,301 0.47% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8,323,068 227,842 0.45% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,752,762 212,230 0.42% Shares
Edgestream Partners, L.P. $7,190,054 196,826 0.39% Shares
RAYMOND JAMES FINANCIAL INC $7,078,177 193,763 0.38% Shares
Public Sector Pension Investment Board $6,245,899 170,980 0.34% Shares
VICTORY CAPITAL MANAGEMENT INC $6,238,740 170,784 0.34% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $5,891,741 161,285 0.32% Shares
Nuveen, LLC $5,740,945 157,157 0.31% Shares
ExodusPoint Capital Management, LP $5,494,587 150,413 0.30% Shares
BANK OF AMERICA CORP /DE/ $5,063,058 138,600 0.27% Shares
TWO SIGMA ADVISERS, LP $4,377,450 165,000 0.24% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $4,347,508 119,012 0.23% Shares
Nuveen Asset Management, LLC $4,216,818 144,017 0.23% Shares
TWO SIGMA INVESTMENTS, LP $4,139,507 113,318 0.22% Shares
Associated Banc-Corp $3,912,143 107,094 0.21% Shares
Ceredex Value Advisors LLC $3,775,376 103,350 0.20% Shares
Swiss National Bank $3,722,407 101,900 0.20% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3,643,100 99,729 0.20% Shares
AMERIPRISE FINANCIAL INC $3,643,043 99,714 0.20% Shares
RHUMBLINE ADVISERS $3,586,262 98,174 0.19% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $3,580,853 98,025 0.19% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,460,414 94,728 0.19% Shares
Walleye Capital LLC $3,299,353 90,319 0.18% Shares
RENAISSANCE TECHNOLOGIES LLC $3,167,151 86,700 0.17% Shares
QRG CAPITAL MANAGEMENT, INC. $3,111,539 85,178 0.17% Shares
Campbell & CO Investment Adviser LLC $2,894,528 79,237 0.16% Shares
PEAK6 LLC $2,882,217 78,900 0.16% Call option
MERCER GLOBAL ADVISORS INC /ADV $2,871,336 78,602 0.15% Shares
Legal & General Group Plc $2,790,746 76,396 0.15% Shares
INTECH INVESTMENT MANAGEMENT LLC $2,687,402 73,567 0.14% Shares
Orion Porfolio Solutions, LLC $2,641,880 72,321 0.14% Shares
Schonfeld Strategic Advisors LLC $2,635,893 72,157 0.14% Shares
XTX Topco Ltd $2,479,364 67,872 0.13% Shares
SEI INVESTMENTS CO $2,417,910 66,181 0.13% Shares
CAXTON ASSOCIATES LLP $2,364,550 64,729 0.13% Shares
GREAT LAKES ADVISORS, LLC $2,358,486 64,563 0.13% Shares
CITADEL ADVISORS LLC $2,239,289 61,300 0.12% Call option
CAPITAL FUND MANAGEMENT S.A. $2,197,096 60,145 0.12% Shares
Holocene Advisors, LP $2,158,375 59,085 0.12% Shares
Caprock Group, LLC $2,109,718 57,579 0.11% Shares
Summit Trail Advisors, LLC $2,093,206 57,301 0.11% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $2,077,716 56,877 0.11% Shares
Focus Partners Wealth $2,069,455 56,633 0.11% Shares
RITHOLTZ WEALTH MANAGEMENT $1,972,510 53,997 0.11% Shares
VOYA INVESTMENT MANAGEMENT LLC $1,896,966 51,929 0.10% Shares
Y-Intercept (Hong Kong) Ltd $1,867,962 51,135 0.10% Shares
PEAK6 LLC $1,852,071 50,700 0.10% Put option
Cerity Partners LLC $1,724,812 47,216 0.09% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,706,072 64,722 0.09% Shares
PRUDENTIAL FINANCIAL INC $1,686,846 46,177 0.09% Shares
AXQ CAPITAL, LP $1,648,416 45,125 0.09% Shares
VANGUARD ASSET MANAGEMENT, Ltd $1,514,863 41,469 0.08% Shares
JONES FINANCIAL COMPANIES LLLP $1,483,503 40,879 0.08% Shares
New Age Alpha Advisors, LLC $1,464,926 40,102 0.08% Shares
MML INVESTORS SERVICES, LLC $1,423,293 38,962 0.08% Shares
OPPENHEIMER & CO INC $1,408,926 38,569 0.08% Shares
Orion Portfolio Solutions, LLC $1,376,141 60,225 0.07% Shares
MARTINGALE ASSET MANAGEMENT L P $1,357,419 37,159 0.07% Shares
LPL Financial LLC $1,216,923 33,313 0.07% Shares
Inscription Capital, LLC $1,150,257 31,488 0.06% Shares
Sagewood Asset Management LP $1,142,403 31,273 0.06% Shares
Fulcrum Asset Management LLP $1,129,956 30,672 0.06% Shares
JANE STREET GROUP, LLC $1,073,982 29,400 0.06% Call option
Balyasny Asset Management L.P. $1,051,553 28,786 0.06% Shares
Unison Advisors LLC $1,035,640 28,273 0.06% Shares
Aaron Wealth Advisors LLC $1,027,625 28,131 0.06% Shares

Company insiders 23 insiders · 7 officers · 7 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
James Scott Filter President & CEO July 1, 2026 A 205,926 0 0 $0
Christopher B Lofgren CEO & President April 5, 2017 A 2,197,420 0 0 $0
Lori A. Lutey EVP & CFO April 5, 2017 A 660,996 0 0 $0
Thomas G Jackson EVP - General Counsel June 10, 2026 M 77,174 0 1 $-753,068
Shaleen Devgun EVP-Chief Innovation, Tech June 8, 2026 M 38,619 0 1 $-322,339
Steven J. Matheys Chief Admin Officer April 5, 2017 A 878,514 0 0 $0
Paul J. Kardish EVP & General Counsel April 5, 2017 A 307,432 0 0 $0
James R Giertz Director July 10, 2026 A 67,225 0 0 $0
Paul J. Schneider Director June 24, 2026 G 433,719 0 0 $0
Robert M Knight JR Director April 30, 2026 A 46,275 0 0 $0
James L Welch Director April 30, 2026 A 57,703 0 0 $0
Kathleen M. Zimmermann Director Jan. 14, 2026 G 620,594 0 0 $0
Mary P. Deprey Director Jan. 14, 2026 G 609,078 0 0 $0
Koller Therese A. 10% owner Jan. 14, 2026 G 1,821,861 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider 10% owner Feb. 17, 2020 G 1,282,410 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann 10% owner Jan. 17, 2019 G 2,361,185 0 0 $0
Donald J. Schneider Children's Trust #2 10% owner April 11, 2017 J 0 0 $0
Thomas J Schneider 10% owner April 11, 2017 J 1,449,320 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Thomas J. Schneider 10% owner April 5, 2017 S 1,365,410 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Therese A. Koller 10% owner April 5, 2017 S 2,945,410 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey 10% owner April 5, 2017 S 723,190 0 0 $0
Mark B. Rourke Aug. 4, 2026 M 221,522 0 4 $-2,608,152
John A Swainson April 30, 2026 A 52,231 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 9 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Schneider Paul J., Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider, Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider ×3 filings Feb. 3, 2026 16.80% Amendment SEC
Zimmermann Kathleen M., Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann, Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann ×3 filings Feb. 3, 2026 18.10% Amendment SEC
Koller Therese A., Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller, Donald J. Schneider 2000 Trust f/b/o Therese A. Koller ×3 filings Feb. 3, 2026 19.90% Amendment SEC
DePrey Mary P., Donald J. Schneider Children's Trust #2 f/b/o Mary P. DePrey, Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey ×3 filings Feb. 3, 2026 17.50% Amendment SEC
Donald J. Schneider Childrens Trust #2 f/b/o Mary P. DePrey 2), Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey 2), Mary P. DePrey 2) ×6 filings Feb. 13, 2023 Initial filing SEC
Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider 2), Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider 2), Paul J. Schneider 2) ×6 filings Feb. 10, 2023 Initial filing SEC
Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller 2), Donald J. Schneider 2000 Trust f/b/o Therese A. Koller 2), Therese A. Koller 2) ×7 filings Feb. 10, 2023 Initial filing SEC
Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann 2), Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann 2), Kathleen M. Zimmermann 2) ×7 filings Feb. 10, 2023 Initial filing SEC
Donald J. Schneider Childrens Trust #2 f/b/o Thomas J. Schneider 2), Donald J. Schneider 2000 Trust f/b/o Thomas J. Schneider 2), Thomas J. Schneider 2) April 21, 2017 Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 79 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
EPSV · Harbor ETF Trust 1.37% 2,201 NS April 30, 2026 N-PORT
EPMV · Harbor ETF Trust 1.22% 1,740 NS April 30, 2026 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 1.01% 226,752 NS April 30, 2026 N-PORT
PSCI · Invesco Exchange-Traded Fund Trust … 0.53% 29,006 SH Aug. 8, 2026 Daily
FYT · First Trust Exchange-Traded AlphaDE… 0.41% 24,404 NS April 30, 2026 N-PORT
ROSC · Lattice Strategies Trust 0.36% 6,432 NS April 30, 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0.35% 30,089 SH Aug. 8, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.34% 198,081 SH Aug. 8, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.27% 105,350 NS April 30, 2026 N-PORT
SMMV · iShares Trust 0.27% 22,221 SH Aug. 8, 2026 Daily
AVUV · AMERICAN CENTURY ETF TRUST 0.22% 1,700,488 NS May 31, 2026 N-PORT
IYT · iShares Trust 0.22% 139,699 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.21% 515,992 NS April 30, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.19% 105,526 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.19% 442,479 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.16% 130,732 SH Aug. 8, 2026 Daily
TPOR · Direxion Shares ETF Trust 0.16% 915 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.14% 604,692 NS April 30, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.13% 339,048 NS May 31, 2026 N-PORT
SHPP · Pacer Funds Trust 0.13% 86 NS April 30, 2026 N-PORT
XJR · iShares Trust 0.11% 5,893 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.11% 7,584 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.10% 174,053 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.10% 3,035,763 SH Aug. 8, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 21,350 NS April 30, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.08% 3,772 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.08% 597 NS May 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.07% 56,702 NS April 30, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.07% 17,490 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.06% 53,173 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.06% 289,331 NS April 30, 2026 N-PORT
NUSC · Nushares ETF Trust 0.06% 23,440 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.05% 1,366 NS April 30, 2026 N-PORT
ISCG · iShares Trust 0.05% 14,690 SH Aug. 8, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 9,843 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.04% 31,730 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.04% 238,786 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.03% 603,862 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.03% 2,153 SH Aug. 8, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.02% 16,374 NS April 30, 2026 N-PORT
SMMD · iShares Trust 0.02% 25,658 SH Aug. 8, 2026 Daily
IYJ · iShares Trust 0.02% 11,642 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.02% 571,080 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.02% 952,582 SH Aug. 8, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.02% 3,779 SH Aug. 8, 2026 Daily
VIS · VANGUARD WORLD FUND 0.02% 61,740 SH Aug. 8, 2026 Daily
DEUS · DBX ETF Trust 0.02% 1,522 NS May 29, 2026 N-PORT
IWS · iShares Trust 0.02% 77,345 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.02% 3,287 SH Aug. 8, 2026 Daily
DXUV · Dimensional ETF Trust 0.02% 2,040 NS April 30, 2026 N-PORT