Werner Enterprises (NASDAQ:WERN) Upgraded at Susquehanna

Susquehanna upgraded shares of Werner Enterprises (NASDAQ:WERN) from a neutral rating to a positive rating in a research note published on Thursday morning, MarketBeat Ratings reports. Susquehanna currently has $44.00 target price on the transportation company’s stock, down from their prior target price of $48.00.

A number of other analysts have also weighed in on WERN. Evercore raised Werner Enterprises from an “underperform” rating to an “in-line” rating in a research note on Wednesday, July 1st. The Goldman Sachs Group lifted their target price on shares of Werner Enterprises from $43.00 to $48.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. JPMorgan Chase & Co. upped their price target on shares of Werner Enterprises from $37.00 to $39.00 and gave the company an “underweight” rating in a report on Wednesday. Wall Street Zen raised shares of Werner Enterprises from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Robert W. Baird raised shares of Werner Enterprises from a “neutral” rating to an “outperform” rating and set a $43.00 price target for the company in a research report on Thursday. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, Werner Enterprises currently has a consensus rating of “Hold” and an average target price of $41.54.

Werner Enterprises Stock Up 1.5%

WERN opened at $37.42 on Thursday. Werner Enterprises has a 12 month low of $23.06 and a 12 month high of $47.49. The company has a current ratio of 1.45, a quick ratio of 1.43 and a debt-to-equity ratio of 0.60. The business’s 50-day moving average price is $42.56 and its 200-day moving average price is $36.46. The company has a market cap of $2.24 billion, a P/E ratio of -49.24, a P/E/G ratio of 0.68 and a beta of 1.26.

Werner Enterprises (NASDAQ:WERN) last issued its earnings results on Tuesday, July 28th. The transportation company reported $0.22 earnings per share for the quarter, missing the consensus estimate of $0.24 by ($0.02). Werner Enterprises had a negative net margin of 1.42% and a positive return on equity of 1.18%. The company had revenue of $813.36 million for the quarter, compared to analysts’ expectations of $931.12 million. During the same quarter in the prior year, the company earned $0.11 earnings per share. The company’s revenue was up 24.0% compared to the same quarter last year. On average, equities analysts expect that Werner Enterprises will post 1.13 EPS for the current year.

Werner Enterprises Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were given a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Monday, July 6th. Werner Enterprises’s dividend payout ratio (DPR) is currently -73.68%.

Hedge Funds Weigh In On Werner Enterprises

A number of hedge funds and other institutional investors have recently made changes to their positions in WERN. Wellington Management Group LLP raised its holdings in Werner Enterprises by 605.3% in the 4th quarter. Wellington Management Group LLP now owns 2,510,354 shares of the transportation company’s stock worth $75,336,000 after purchasing an additional 2,154,428 shares in the last quarter. First Trust Advisors LP boosted its stake in shares of Werner Enterprises by 1,361.0% during the 1st quarter. First Trust Advisors LP now owns 1,921,152 shares of the transportation company’s stock valued at $56,501,000 after purchasing an additional 1,789,653 shares in the last quarter. Invesco Ltd. increased its position in shares of Werner Enterprises by 539.7% during the fourth quarter. Invesco Ltd. now owns 1,670,737 shares of the transportation company’s stock valued at $50,139,000 after buying an additional 1,409,556 shares during the period. Balyasny Asset Management L.P. increased its position in shares of Werner Enterprises by 572.4% during the fourth quarter. Balyasny Asset Management L.P. now owns 1,297,054 shares of the transportation company’s stock valued at $38,925,000 after buying an additional 1,104,160 shares during the period. Finally, Maple Rock Capital Partners Inc. bought a new position in Werner Enterprises in the fourth quarter worth about $23,813,000. Institutional investors own 89.32% of the company’s stock.

Werner Enterprises News Roundup

Here are the key news stories impacting Werner Enterprises this week:

• Positive Sentiment: Susquehanna upgraded Werner from “neutral” to “positive” and set a $44 price target, while Robert W. Baird raised its rating from “neutral” to “outperform” with a $43 target. Both targets imply meaningful upside from recent trading levels. Susquehanna upgrade article
• Positive Sentiment: JPMorgan increased its Werner price target to $39, adding another constructive analyst signal despite the target remaining relatively close to the current share price. JPMorgan raises Werner price target
• Positive Sentiment: Zacks reports that WERN has formed a bullish “hammer” chart pattern and entered technically oversold territory after losing roughly 14.6% over four weeks. Rising earnings-estimate revisions could support a near-term trend reversal. Zacks hammer pattern analysis
• Positive Sentiment: Werner’s CEO expressed optimism that crackdowns on “shadow capacity” could reduce unfair or underreported trucking capacity, potentially improving freight pricing and utilization. Werner CEO capacity comments
• Neutral Sentiment: TD Cowen lowered its price target to $41, although the revised target remains above recent trading levels. TD Cowen lowers Werner price target
• Negative Sentiment: Werner’s latest quarter included an earnings-per-share miss and revenue below consensus expectations, which highlights continuing operating pressure despite year-over-year revenue growth. The company also reported a negative net margin. Werner Q2 2026 earnings call summary

About Werner Enterprises

Werner Enterprises, Inc, founded in 1956 by Clarence L. “Chris” Werner, is a leading transportation and logistics provider based in Omaha, Nebraska. The company began as a one‐truck operation and has since grown into one of North America’s largest carriers, offering an array of services to support diverse supply chains.

Werner’s core business activities include full truckload dry van services, dedicated contract carriage, intermodal transport and brokerage solutions. The company also provides value-added services such as warehousing, freight management and fleet maintenance through its network of terminals and service centers.