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SNDR Schneider National, Inc.

Last updated: May 11, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q1 2026: $8M, Q3 2025: $4M, Q2 2025: $13M, Q1 2025: $13M

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Execution Acceleration

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $8M vs trailing avg $10M (-16%)

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Buyback vs FCF

What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.

Negative FCF ($-377M), buybacks not supported by cash flow

Buyback Intensity

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Missing shares repurchased or outstanding data

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Insider Buying

Are officers and directors buying stock with their own money on the open market?

No insider open-market purchases in the last 12 months

Insider-Buyback Convergence

Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.

Need both buyback and insider purchase data

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Insider Net Direction

Over the last 90 days, are insiders net buyers or net sellers on the open market?

Insiders bought $0M, sold $1M in the last 90 days (net selling)

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Red Flag

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 1566897.9x more than bought. 1 C-suite officers among sellers

  • Campbell Darrell George (EVP - CFO) sold 6,000 shares on 2026-02-19