Is Werner Enterprises (WERN) Weak Quarter a Temporary Freight Slump or a Deeper Earnings Constraint?
Werner Enterprises (WERN) reported a weak fourth quarter with revenues and operating income below analyst expectations, reflecting broader industry pressures in the ground transportation sector. Despite a small net loss, management prioritized consistent cash returns by maintaining its quarterly dividend. The article suggests that while some analysts predict modest growth, Q4's shortfall could challenge even cautious assumptions, underscoring risks related to technology investments and uneven freight demand.
Werner Enterprises, Inc. $WERN Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC reduced its stake in Werner Enterprises (WERN) by 14.8% in Q4, selling 278,876 shares and leaving them with 1,611,313 shares valued at about $49.3 million. Despite other institutional investors adding to their positions, institutional ownership remains around 89.3%. The company recently missed quarterly earnings expectations, reporting lower EPS and revenue, and has a consensus "Reduce" rating from analysts with an average price target of $33.15.
Vaughan Nelson Investment Management L.P. Invests $34.20 Million in Werner Enterprises, Inc. $WERN
Vaughan Nelson Investment Management L.P. recently acquired a new position of 1,139,653 shares in Werner Enterprises, valued at approximately $34.20 million, representing 1.90% of the company. This investment comes despite Werner Enterprises missing quarterly earnings expectations and facing a mixed-to-negative analyst sentiment with an average target price of $33.15. The company also announced a quarterly dividend of $0.14 per share.
Werner Enterprises Inc (WERN) Stock Price Quote Today & Current Price Chart
This article provides current stock price information and trading conditions for Werner Enterprises Inc (WERN) on Capital.com, a platform for CFD and Knock-out trading. It details key financial stats like previous close, open, 1-year change, and day's range. The piece also outlines specific CFD trading parameters, including spread, overnight funding adjustments, margin, and commissions.
[ARS] WERNER ENTERPRISES INC SEC Filing
This article announces an ARS SEC filing by WERNER ENTERPRISES INC (WERN) on March 27, 2026, accessible as a PDF document. The filing is categorized with low impact and neutral sentiment. It also provides a brief overview of Werner Enterprises, including its stock performance and recent news and SEC filings.
Vanguard realigns holdings; reports 0% ownership in Werner (WERN)
The Vanguard Group filed an Amendment No. 1 to a Schedule 13G/A, announcing an internal realignment effective January 12, 2026. As a result, certain Vanguard subsidiaries will now report beneficial ownership separately. The filing indicates that The Vanguard Group no longer has beneficial ownership of Werner Enterprises Inc. (WERN) common stock, reporting 0 shares and 0% ownership.
Werner Enterprises to Release First Quarter Earnings and Host Earnings Call on April 28, 2026
Werner Enterprises, Inc. (Nasdaq: WERN) announced that it will release its first quarter 2026 earnings on Tuesday, April 28, 2026, after the market closes. The company will also host a conference call at 4:00 p.m. CT on the same day to discuss the results and its 2026 outlook. Details for accessing the webcast and conference call replay are provided for investors.
Werner Enterprises stock faces headwinds from freight market slowdown amid Q4 earnings anticipation
Werner Enterprises (WERN) is navigating a challenging freight market characterized by soft truckload volumes and rising costs, impacting its stock performance on Nasdaq. Investors are looking to the upcoming Q4 earnings report for signs of recovery and the company's strategic shift toward dedicated fleets. This move, along with intermodal investments and cost discipline, is seen as crucial for stabilizing revenue and mitigating risks in a volatile logistics sector, offering potential resilience for US and German-speaking investors.
A Look At Werner Enterprises (WERN) Valuation After Recent Share Price Weakness
Werner Enterprises (WERN) has experienced a share price decline, prompting a reassessment of its valuation. While one narrative suggests the stock is approximately fairly valued around $27, another valuation model (SWS DCF) indicates it might be significantly overvalued at $27.17 compared to an estimated future cash flow value of $11.59. Investors are advised to consider various factors, including risks like higher fuel costs, when evaluating the company's prospects.
WERN SEC Filings - Werner Entprise 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Werner Enterprises (WERN) SEC filings, including 10-K, 10-Q, 8-K, and Form 4 documents. It integrates official regulatory information with AI-powered summaries to help investors quickly interpret key details such as ownership changes, conference participations, acquisitions, and quarterly financial results. Recent filings highlight First Trust's stake, Werner's conference schedule, the acquisition of FirstFleet, and detailed quarterly earnings reports.
Werner Enterprises stock faces headwinds amid trucking industry slowdown and Q4 earnings miss
Werner Enterprises experienced a sharp decline in its stock value after reporting weaker-than-expected Q4 2025 results and a cautious outlook for 2026, primarily due to a broader trucking industry slowdown and persistent overcapacity. The company's revenue and operating income missed estimates, leading to a 12% stock drop on Nasdaq, as analysts anticipate a prolonged period of muted tonnage growth and pricing pressure in the freight market. Despite these challenges, Werner is focusing on fleet maintenance, driver retention, and strategic expansions into Mexico and AI-driven route optimization to navigate the current freight recession.
Werner Enterprises (WERN) price target increased by 11.26% to 35.99
The article reports that the price target for Werner Enterprises (WERN) has been increased by 11.26%, bringing it to $35.99. No further details regarding the reasons for this increase or the analyst responsible are provided in the snippet.
Dean Capital Management Sells 55,713 Shares of Werner Enterprises, Inc. $WERN
Dean Capital Management significantly reduced its stake in Werner Enterprises by 52.5% during the third quarter, impacting its total shares to 50,364 valued at approximately $1.33 million. This comes as Werner Enterprises missed Q3 earnings expectations, with an EPS of $0.05 versus $0.09 consensus, and the stock receiving a "Reduce" consensus rating from MarketBeat. Despite this, the company announced a quarterly dividend and institutional investors maintain a significant ownership in the transportation firm.
Dean Capital Management Reduces Werner Enterprises Stake
Dean Capital Management significantly reduced its stake in Werner Enterprises by 52.5% during the third quarter, selling 55,713 shares. This leaves the investment firm with 50,364 shares worth approximately $1.3 million. This transaction reflects broader adjustments by institutional investors in the transportation and logistics industry due to market conditions and company performance.
BofA cuts Werner Enterprises stock price target on fuel costs
BofA Securities has lowered its price target for Werner Enterprises (NASDAQ:WERN) to $27 from $31, maintaining an Underperform rating due to increased fuel cost estimates. The firm reduced its Q1 2026 earnings estimate to a loss of $0.02 per share and its full-year 2026 estimate to $0.85 per share, attributing the revision to rising oil prices following the Iran war. This comes after Werner Enterprises also reported Q4 2025 earnings and revenue that missed analyst expectations, leading to mixed adjustments from other analysts, including a reduction by Stifel and an increase by TD Cowen.
Does Citi’s Neutral Stance on Werner (WERN) Reframe Its Logistics Edge or Simply Reset Expectations?
Citi Research recently upgraded Werner Enterprises (WERN) from Sell to Neutral, acknowledging improved valuations despite weak freight demand and highlighting the company's resilience through diversified transport offerings. This upgrade, while not fundamentally altering near-term earnings pressure, suggests the stock price now better reflects current challenges. Werner's strategy focuses on technology (Werner EDGE), cross-border Mexico operations, and multi-modal services to build stable, contract-oriented revenue streams amidst market volatility and rising costs.
Does Citi’s Neutral Stance on Werner (WERN) Reframe Its Logistics Edge or Simply Reset Expectations?
Citi Research recently upgraded Werner Enterprises (WERN) from Sell to Neutral, acknowledging improved valuations despite soft freight demand, and highlighting Werner's diversified logistics services and sector resilience. The article delves into how this upgrade influences Werner's investment narrative, emphasizing its cross-border Mexico operations, Werner EDGE technology platform, and multi-modal offerings as key strengths. While the upgrade partially validates the current share price, the company still faces challenges from weak freight demand and rising operational costs.
Werner Enterprises Stock Hits Day Low of $30.35 Amid Price Pressure
Werner Enterprises, Inc. stock declined by 7.2% today, hitting an intraday low of $30.35. The transport services company has struggled financially, reporting a net profit loss and declining operating cash flow. Its performance has lagged significantly behind the S&P 500 over the past year and three years.
Werner celebrates 70th anniversary; went from one truck to 9,000 today
Werner Enterprises, a transportation and logistics provider, is celebrating its 70th anniversary in 2026. Founded in 1956 with one truck, the company has grown into a $3 billion carrier with over 9,000 drivers, serving as a "Human Link" in the global supply chain. Throughout the year, Werner will highlight its anniversary through themes like Purpose, People, Service, Safety, Innovation, Community and Future, reflecting on its commitment to safety, innovation, and leadership in the trucking industry.
Werner Enterprises settles wage-and-hour class action for $18 million
Werner Enterprises has agreed to an $18 million settlement in a class action lawsuit alleging violations of Nebraska and California wage-and-hour laws. The lawsuit claimed the company failed to pay minimum wage for all work time and did not provide proper pay statements and deductions to qualified drivers between June 4, 2010, and July 14, 2023. Eligible class members do not need to file a claim and will automatically receive a payment, with amounts varying based on class membership and weeks worked.
Assessing Werner Enterprises (WERN) Valuation After Citi Research Rating Upgrade
Citi Research upgraded Werner Enterprises (WERN) from Sell to Neutral, prompting a re-evaluation of the company's stock. While one narrative suggests WERN is 9.9% undervalued with a fair value of $34.67, driven by fleet modernization and digital investments, another discounted cash flow model estimates a fair value of $11.74, indicating the stock is currently overvalued. Investors are encouraged to consider both perspectives and identify potential mispricings.
First Trust Advisors Increases Stake in Werner Enterprises
First Trust Advisors LP increased its stake in Werner Enterprises by 5.7% during the third quarter, bringing its total ownership to 3,058,938 shares, or about 5.11% of the company's stock. This move suggests that the investment firm sees value and growth potential in the transportation and logistics company, potentially signaling broader market confidence. Other major investors like Allianz Asset Management GmbH also adjusted their holdings in Werner Enterprises.
Assessing Werner Enterprises (WERN) Valuation After Citi Research Rating Upgrade
Citi Research upgraded Werner Enterprises (WERN) from Sell to Neutral, citing improved valuations and future earnings projections. The article explores two valuation narratives: one suggesting WERN is 9.9% undervalued at $34.67 per share due to fleet modernization and digital investments, and another from Simply Wall St's DCF model indicating it's overvalued at $11.74 per share based on future cash flow. Investors are encouraged to review both perspectives to form their own assessment.
WINTON GROUP Ltd Takes $4.06 Million Position in Werner Enterprises, Inc. $WERN
WINTON GROUP Ltd has acquired a new position in Werner Enterprises, Inc. (NASDAQ:WERN), purchasing 154,320 shares valued at approximately $4.06 million during the third quarter. Other institutional investors have also adjusted their holdings in the transportation company. Werner Enterprises reported an EPS of $0.05 for the last quarter, missing analyst estimates, and announced a quarterly dividend of $0.14 per share.
Vestcor Inc Acquires 152,296 Shares of Werner Enterprises, Inc. $WERN
Vestcor Inc significantly increased its stake in Werner Enterprises, Inc. (NASDAQ:WERN) by 384.9% in the third quarter, acquiring an additional 152,296 shares. Other institutional investors also adjusted their holdings, contributing to 89.32% institutional ownership. Werner Enterprises reported mixed financial results, missing earnings estimates but showing a 1.8% annual dividend yield, while individual insider, COO Eric J. Downing, sold 1,428 shares.
Citigroup Upgrades Werner Enterprises (WERN) Rating to Neutral
Citigroup has upgraded Werner Enterprises (WERN) from a 'Sell' to a 'Neutral' rating, maintaining its price target at $34.00. This follows several recent analyst rating changes, with the average analyst target price for WERN at $35.29, suggesting an 18.13% upside from its current price. GuruFocus estimates the fair value (GF Value) at $44.25, indicating a 48.14% upside.
Werner Enterprises (NASDAQ:WERN) Lowered to Sell Rating by Wall Street Zen
Werner Enterprises (NASDAQ:WERN) was downgraded from a "hold" to a "sell" rating by Wall Street Zen following a disappointing earnings report where the company missed EPS and revenue estimates. The transportation company reported $0.05 EPS against an expected $0.09 and revenue of $737.6 million versus a $767.5 million consensus, alongside a negative net margin. Analyst sentiment for WERN is now mixed, with an average "Reduce" rating and a consensus price target of $33.15.
Werner Enterprises Stock (-7.2%): Dragged Down by Sector-Wide Freight Recession Fears
Werner Enterprises stock saw a 7.2% decrease due to fears of a sector-wide freight recession. The article does not provide further details on the reasons behind the decline or the company's financial performance, focusing only on the stock drop and the perceived industry downturn.
What happened to ECM Transport?
Werner Enterprises is restructuring its One-Way network to focus on more specialized segments like Expedited, Mexico, and Dedicated, which includes dissolving ECM Transport Group, acquired in 2021. The move aims to enhance financial performance by shifting away from volatile segments and operating a leaner, more productive fleet. This restructuring follows a 10% decrease in average truck count in Werner's One-Way division last year.
Does Werner Enterprises (WERN) Offer Value After Mixed Returns And Freight Industry Headwinds
Werner Enterprises (WERN) stock has shown mixed returns, gaining 5.7% in the last 7 days and 12.8% year-to-date, but declining 5.1% over 30 days and significantly over longer terms. A Discounted Cash Flow (DCF) analysis suggests WERN is 191.6% overvalued, while a Price-to-Sales (P/S) ratio indicates it is undervalued compared to its industry. The article presents two investor narratives for WERN, with fair values ranging from $20.00 to $34.67 per share, reflecting varying assumptions on future growth and industry headwinds.
Werner Reports First Quarter Revenues Up 8%
Werner Enterprises Inc. reported an 8% increase in operating revenues for the first quarter of 2006, reaching $491.9 million, up from $455.3 million in the same period of 2005. Net income also rose by 11% to $22.0 million, with earnings per share increasing to $0.27. Despite a softer freight market in early 2006, particularly in the western US, the company benefited from strategies to mitigate market fluctuations, including expanding Value Added Services and increasing multimodal freight options.
American Century Companies Inc. Acquires 123,513 Shares of Werner Enterprises, Inc. $WERN
American Century Companies Inc. increased its stake in Werner Enterprises, Inc. by 5.4% during the third quarter, acquiring an additional 123,513 shares. This brings their total holdings to 2,404,508 shares, valued at approximately $63.29 million. Other institutional investors have also adjusted their positions in the company, while Werner Enterprises reported missing quarterly earnings estimates and announced a quarterly dividend of $0.14 per share.
Does Werner Enterprises (WERN) Offer Value After Mixed Returns And Freight Industry Headwinds
Werner Enterprises (WERN) stock has shown mixed returns, and this article evaluates its valuation using DCF analysis and Price vs Sales ratios. While DCF suggests the stock is overvalued by 191.6% at $34.52 per share with an intrinsic value of $11.84, the P/S ratio indicates it's undervalued. The article also presents "bull" and "bear" case narratives for Werner, with fair values of US$34.67 and US$20.00 respectively, reflecting varying assumptions on future growth and industry challenges.
Werner Enterprises Revenues Dip 6% for Quarter
Werner Enterprises Inc. reported a 6% decrease in revenues to $510.3 million and a 5% decrease in earnings per share to $0.30 for the third quarter of 2007 compared to the same period in 2006. The company attributed the decline to a soft freight market and rising fuel prices, though it noted sequential earnings per share progress from earlier in the year. Freight demand softness and excess truck supply contributed to challenging market conditions, with load volumes lower than previous years but showing slight improvement from July to September.
Werner Enterprises Reports Operating Revenues Up 19%
Werner Enterprises Inc. reported a 19% increase in operating revenues for the third quarter ended September 30, 2005, reaching $504.5 million. Net income and earnings per share remained stable compared to the prior year. The company is actively renewing customer contracts and implementing rate increases to offset inflationary costs and improve operating income.
Werner Reports 8th Quarter of Higher Earnings
Werner Enterprises Inc. reported its eighth consecutive quarter of increased operating revenues and earnings for the third quarter ended September 30, 2003. The company saw a 10% rise in operating revenues to $368.0 million and a 22% increase in net income to $20.5 million. Werner attributed this success to improved freight demand, lower driver turnover, and increased revenue per total mile, despite issuing a five-for-four stock split during the quarter.
Werner Enterprises Reports Net Up 28%
Werner Enterprises reported a 28% increase in net income for the first quarter of 2005, reaching $19.9 million, with operating revenues up 18% to $455.3 million. The company attributed this growth to its operating model, strong freight demand, and customer relationships, despite challenges like rising fuel costs and a tight driver market. Werner is focusing on driver training and its non-asset-based VAS division to secure capacity and mitigate industry challenges.
Werner Enterprises Declares Dividend
Werner Enterprises Inc. has declared a regular quarterly cash dividend of $0.025 per common share. The dividend will be payable to stockholders of record on April 19, 2004, and paid on May 4, 2004. This marks Werner's 18th year of consistently paying quarterly cash dividends to its stockholders.
3Q Revenues Up 7% for Werner Enterprises
Werner Enterprises Inc. reported a 7% increase in third-quarter operating revenues, reaching $541.3 million, up from $504.5 million in the same quarter of 2005. Net income also saw a slight increase to $24.6 million, with earnings per share at $0.31. Despite challenges like a softer freight market and higher insurance costs, the company attributed its positive results to strong customer partnerships and employee contributions.
Werner Spiffs Up Its Website
Werner Enterprises Inc. has redesigned its website to offer improved functionality and an updated look. The new site provides comprehensive information on driving opportunities, driver benefits, pay, training, and safety initiatives. It also includes new online features for drivers and offers a virtual tour of the facility and a photo gallery.
4Q Revenues Up 1% at Werner Enterprises
Werner Enterprises Inc. reported a 1% increase in fourth-quarter 2007 revenues to $525.7 million, though revenues excluding fuel surcharges decreased by 4%. Earnings per share declined 30% to $0.22. The company attributed weakened performance to soft freight demand, increased truck supply, and significantly higher fuel prices impacting earnings.
Vanguard Group Inc. Sells 380,452 Shares of Werner Enterprises, Inc. $WERN
Vanguard Group Inc. decreased its stake in Werner Enterprises (NASDAQ:WERN) by selling 380,452 shares, reducing its holdings by 5.6% to 6,423,720 shares. This transaction leaves Vanguard with approximately 10.74% of the company, valued at $169.1 million. The sale comes after Werner Enterprises missed quarterly earnings estimates, reporting $0.05 EPS against an expected $0.09, and revenue of $737.6M versus an anticipated $767.5M.
Werner Enterprises Investing in Chinese Carrier
Werner Enterprises' Werner Global Logistics subsidiary has signed an agreement to make an equity investment in Hercules Logistics, a Chinese logistics and asset-based transportation company. This strategic partnership aims to better manage supply chains involving the Asian market and expand into China’s domestic market, leveraging the combined network of both companies. Hercules Logistics, founded in 2001, is one of China's largest and fastest-growing logistics companies.
Earnings Watch: Werner Enterprises Quarterly Profit Falls 40%
Werner Enterprises Inc. experienced a significant decline in its net income for both the fourth quarter and the full year of 2016, with quarterly profit falling 40% to $21.8 million and full-year profit down 36% to $79.1 million. This reduction occurred despite the company's substantial investment in its fleet and technology, aiming to improve future financial results. The trucking and logistics firm noted a challenging freight and rate environment in 2016 but saw increased business in its non-asset based logistics segment.
Werner Profit 24% Higher Than Year Ago
Werner Enterprises reported a 24% increase in net income for the second quarter, reaching $31.8 million, despite a slight decrease in total revenue. The company attributed its record profit to strong freight demand and ongoing progress in implementing rate increases to offset rising costs and challenges in the driver market. Werner also expanded its truckload segment, ending the quarter with 7,275 trucks and a significant portion dedicated to specialized services.
Werner Improves Income 61% in First Quarter
Werner Enterprises Inc. reported a significant 61% increase in its first-quarter net income compared to the previous year, despite total revenue rising by only 1%. The company attributed this improvement to strong freight demand, favorable market conditions, and reduced fuel costs. Werner anticipates continued positive trends due to a strengthening economy and constrained truck capacity.
Werner® Named a TCA Elite Fleet for Second Consecutive Year
Werner Enterprises has been recognized as a 2026 Truckload Carriers Association (TCA) Elite Fleet for the second consecutive year, an honor developed in partnership with the University of Denver's Transportation & Supply Chain Institute. This certification acknowledges North American truckload carriers for fostering supportive, rewarding, and driver-focused work environments by prioritizing competitive compensation, safety, and innovative driver practices. Werner's Chairman and CEO, Derek Leathers, stated that this recognition validates the company's culture and commitment to its drivers.
Werner Enterprises (WERN) Valuation Check After Annual Results And Recent Share Price Momentum
Werner Enterprises (WERN) has reported annual results with US$2.97 billion in revenue and a US$14.40 million net loss, drawing investor attention. The company's recent share price shows momentum, but longer-term returns are negative. Valuation analysis suggests WERN is slightly overvalued at US$35.09 compared to a narrative-based fair value of US$34.67, while sales multiples indicate potential undervaluation.
Werner (NASDAQ: WERN) EVP uses 581 shares to cover tax withholding
Werner Enterprises executive Craig T. Callahan, EVP and Chief Commercial Officer, disposed of 581 shares of common stock at $32.80 per share to cover tax withholding obligations. This transaction was related to the vesting of 1,256 restricted shares granted on February 23, 2023. After this disposition, Callahan directly owns 69,199.822 shares of Werner Enterprises.
Earnings Watch: Werner, Knight, Ryder, Forward Air
This article provides a financial overview of several trucking and logistics companies for the third quarter of 2015. Werner Enterprises and Knight Transportation reported significant increases in net income, while Ryder Corp. saw an 8% improvement in earnings. Forward Air's profit, however, slipped due to integration costs associated with an acquisition.
