WE
WERN
WERNER ENTERPRISES INC
$43.96
+0.27%
$2.6B
No data for this timeframe.
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusSell (10%)
Inst. Holders50 funds
Inst. Value$1.3B
Inst. Activity18 buys / 6 sells
Insider Activity0B / 2S
Insider Net $-$99.3K
SEC Reports2
Recent Activity
Jun 10, 2026
SEC
Werner Enterprises entered into Amendment No. 3 to its Loan and Security Agreement, increasing the maximum funding limit
8-K — Impact 3/10
May 21, 2026
short_volume
Short Volume: WERN — 64.7% short (0.4M / 0.6M)
Short: 372,586 | Exempt: 0 | TRF Vol: 576,147 | Short Ratio: 64.7% | Off-exchange volume (dark pool
May 12, 2026
Insider
WELLMAN ALEXI was granted 3,025 shares
Director
May 12, 2026
Insider
Arves Scott C was granted 3,025 shares
Director
May 12, 2026
Insider
DUREN DIANE K was granted 3,025 shares
Director
Apr 28, 2026
SEC
Werner Enterprises reported Q1 2026 results with total revenues of $808.6M (+14% YoY), driven by the FirstFleet acquisit
8-K — Impact 5/10
Inst.
FIRST TRUST ADVISORS LP — DOUBLED
1,921,152 shares ($56.5M)
Inst.
Allianz Asset Management GmbH — ADD
1,117,322 shares ($32.9M)
Price Targets
$38.50
-12.4% upside
Sell
Current $43.96
Low $30.00
Median $37.00
High $47.00
14 analysts
$30.00
$47.00
Analyst Ratings
0Strong Buy
2Buy
12Hold
4Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Jun 2, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Underweight → Underweight |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.22 ▲ +1.1% | $0.14 — $0.30 | 96% YoY | 15 |
| Next Q | $0.31 ▲ +1.8% | $0.20 — $0.45 | 1127% YoY | 14 |
| Current FY | $0.95 ▲ +0.9% | $0.70 — $1.36 | 4827% YoY | 15 |
| Next FY | $1.98 ▲ +2.2% | $1.40 — $2.55 | 109% YoY | 15 |
Latest Reports
NEUTRAL
8-K
3/10
Werner Enterprises entered into Amendment No. 3 to its Loan and Security Agreement, increasing the maximum funding limit
Jun 10, 2026
NEUTRAL
8-K
5/10
Werner Enterprises reported Q1 2026 results with total revenues of $808.6M (+14% YoY), driven by the FirstFleet acquisit
Apr 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $260.1M | — |
| FMR LLC | $141.4M | ADD |
| DIMENSIONAL FUND ADVISORS LP | $111.6M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $103.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $76.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 12, 2026 | WELLMAN ALEXI | A | $0.00 |
| May 12, 2026 | Arves Scott | A | $0.00 |
| May 12, 2026 | DUREN DIANE | A | $0.00 |
| May 12, 2026 | Packer Martha | A | $0.00 |
| May 12, 2026 | Greene Michelle | A | $0.00 |
50 institutional holders with $1.3B total value (45,572,793 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, DIMENSIONAL. Net buying activity: 18 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,842,436 | $260.1M | 19.4% | — |
| 2 | FMR LLC | 4,808,025 | $141.4M | 10.5% | ADD +57.7% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3,794,752 | $111.6M | 8.3% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,526,390 | $103.7M | 7.7% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,599,894 | $76.5M | 5.7% | — |
| 6 | STATE STREET CORP | 2,558,011 | $75.2M | 5.6% | — |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 2,356,974 | $69.3M | 5.2% | — |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 1,952,139 | $57.4M | 4.3% | DOUBLED +605.3% |
| 9 | FIRST TRUST ADVISORS LP | 1,921,152 | $56.5M | 4.2% | DOUBLED +1361.0% |
| 10 | Invesco Ltd. | 1,496,835 | $44.0M | 3.3% | DOUBLED +539.7% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,453,433 | $42.7M | 3.2% | — |
| 12 | Allianz Asset Management GmbH | 1,117,322 | $32.9M | 2.5% | ADD +37.2% |
| 13 | Russell Investments Group, Ltd. | 863,629 | $25.4M | 1.9% | ADD +29.0% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 783,964 | $23.1M | 1.7% | TRIM -52.8% |
| 15 | AMERIPRISE FINANCIAL INC | 772,790 | $22.7M | 1.7% | — |
| 16 | Allspring Global Investments Holdings, LLC | 685,671 | $20.4M | 1.5% | TRIM -57.4% |
| 17 | MORGAN STANLEY | 548,627 | $16.1M | 1.2% | — |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 510,847 | $15.0M | 1.1% | ADD +57.6% |
| 19 | BANK OF AMERICA CORP /DE/ | 490,862 | $14.4M | 1.1% | — |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | 445,598 | $13.1M | 1.0% | TRIM -65.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | DOUBLED | 131,499 | 1,921,152 | +1361.0% | $56.5M | 2026-Q1 |
| Allianz Asset Management GmbH | ADD | 814,497 | 1,117,322 | +37.2% | $32.9M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 669,427 | 863,629 | +29.0% | $25.4M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 1,661,691 | 783,964 | -52.8% | $23.1M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 1,611,313 | 685,671 | -57.4% | $20.4M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 324,216 | 510,847 | +57.6% | $15.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 1,297,054 | 445,598 | -65.6% | $13.1M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 35,454 | 315,475 | +789.8% | $9.3M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | DOUBLED | 136,000 | 310,000 | +127.9% | $9.1M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 135,664 | 223,506 | +64.7% | $6.6M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 9,379 | 117,973 | +1157.8% | $3.5M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 81,663 | 55,577 | -31.9% | $1.6M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 8,390 | 45,794 | +445.8% | $1.3M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 22,300 | 32,230 | +44.5% | $947.9K | 2026-Q1 |
| State of Tennessee, Department of Treasury | DOUBLED | 14,305 | 28,679 | +100.5% | $843.5K | 2026-Q1 |
| Freestone Grove Partners LP | ADD | 14,690 | 24,792 | +68.8% | $729.1K | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | ADD | 13,312 | 20,168 | +51.5% | $593.1K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 137 | 15,892 | +11500.0% | $467.4K | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 7,215 | 11,716 | +62.4% | $344.6K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 2,324 | 3,266 | +40.5% | $96.1K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 532 | 1,061 | +99.4% | $31.2K | 2026-Q1 |
| Allworth Financial LP | ADD | 277 | 550 | +98.6% | $16.2K | 2026-Q1 |
| Pacer Advisors, Inc. | TRIM | 123 | 56 | -54.5% | $1.6K | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | EXIT | 1,139,653 | 0 | -100.0% | $0.00 | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 355,926 | 2,510,354 | +605.3% | $75.3M | 2025-Q4 |
14 unique insiders with 32 transactions. Net insider value: -$99.3K ($0.00 bought, $99.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 12, 2026 | WELLMAN ALEXI | Director | AWARD | 3,025 | — | — |
| May 12, 2026 | Arves Scott C | Director | AWARD | 3,025 | — | — |
| May 12, 2026 | DUREN DIANE K | Director | AWARD | 3,025 | — | — |
| May 12, 2026 | Packer Martha Gayle | Director | AWARD | 3,025 | — | — |
| May 12, 2026 | Greene Michelle D. | Director | AWARD | 3,025 | — | — |
| May 12, 2026 | HOLMES JACK A | Director | AWARD | 3,025 | — | — |
| May 9, 2026 | WIKOFF CHRISTOPHER D | Exec VP - Treasurer & CFO | TAX W/H | 1,948 | $36.42 | $70.9K |
| Feb 23, 2026 | LEATHERS DEREK J | CEO & Chairman | TAX W/H | 5,980 | $32.80 | $196.1K |
| Feb 23, 2026 | DOWNING ERIC J | Exec VP and COO | TAX W/H | 581 | $32.80 | $19.1K |
| Feb 20, 2026 | DOWNING ERIC J | Exec VP and COO | SELL | 1,418 | $34.78 | $49.3K |
| Feb 19, 2026 | DOWNING ERIC J | Exec VP and COO | SELL | 1,428 | $35.00 | $50.0K |
| Feb 13, 2026 | JOHNSON JAMES LYNN | Exec VP - Chief Acctg Officer | TAX W/H | 943 | $33.21 | $31.3K |
| Feb 13, 2026 | CALLAHAN CRAIG T | Exec VP-Chief Commercial Offcr | TAX W/H | 943 | $33.21 | $31.3K |
| Feb 13, 2026 | Mahon Daragh P | Executive Vice President & CIO | TAX W/H | 1,061 | $33.21 | $35.2K |
| Feb 13, 2026 | WIKOFF CHRISTOPHER D | Exec VP - Treasurer & CFO | TAX W/H | 1,179 | $33.21 | $39.2K |
| Feb 13, 2026 | MEISGEIER NATHAN J | President and CLO | TAX W/H | 1,415 | $33.21 | $47.0K |
| Feb 13, 2026 | DOWNING ERIC J | Exec VP and COO | TAX W/H | 1,179 | $33.21 | $39.2K |
| Feb 13, 2026 | LEATHERS DEREK J | CEO & Chairman | TAX W/H | 9,911 | $33.21 | $329.1K |
| Feb 12, 2026 | CALLAHAN CRAIG T | Exec VP-Chief Commercial Offcr | AWARD | 6,340 | — | — |
| Feb 12, 2026 | Mahon Daragh P | Executive Vice President & CIO | AWARD | 7,133 | — | — |
| Feb 12, 2026 | WIKOFF CHRISTOPHER D | Exec VP - Treasurer & CFO | AWARD | 7,925 | — | — |
| Feb 12, 2026 | MEISGEIER NATHAN J | President and CLO | AWARD | 9,510 | — | — |
| Feb 12, 2026 | DOWNING ERIC J | Exec VP and COO | AWARD | 7,925 | — | — |
| Feb 12, 2026 | LEATHERS DEREK J | CEO & Chairman | AWARD | 66,572 | — | — |
| Feb 9, 2026 | DOWNING ERIC J | Exec VP and COO | TAX W/H | 941 | $35.57 | $33.5K |
| Feb 9, 2026 | MEISGEIER NATHAN J | President and CLO | TAX W/H | 941 | $35.57 | $33.5K |
| Feb 9, 2026 | WIKOFF CHRISTOPHER D | Exec VP - Treasurer & CFO | TAX W/H | 809 | $35.57 | $28.8K |
| Feb 9, 2026 | SCHELBLE JIM S | Exec VP & Chief Admin Officer | TAX W/H | 657 | $35.57 | $23.4K |
| Feb 9, 2026 | LEATHERS DEREK J | CEO & Chairman | TAX W/H | 7,345 | $35.57 | $261.3K |
| Feb 9, 2026 | JOHNSON JAMES LYNN | Exec VP - Chief Acctg Officer | TAX W/H | 809 | $35.57 | $28.8K |
| Feb 9, 2026 | CALLAHAN CRAIG T | Exec VP-Chief Commercial Offcr | TAX W/H | 696 | $35.57 | $24.8K |
| Feb 9, 2026 | Mahon Daragh P | Executive Vice President & CIO | TAX W/H | 753 | $35.57 | $26.8K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (10% buy). Based on 20 analysts: 0 strong buy, 2 buy, 12 hold, 4 sell, 2 strong sell.
Analyst Price Targets
$38.50 mean target
-12.4% upside
Sell (3.07)
$30.00 Low
$47.00 High
| Metric | Value |
|---|---|
| Current Price | $43.96 |
| Target Low | $30.00 |
| Target Mean | $38.50 |
| Target Median | $37.00 |
| Target High | $47.00 |
| # Analysts | 14 |
| Recommendation | Sell (3.07) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.22 | $0.14 | $0.30 | 96.4% | +1.1% | 7↑ 2↓ | $0.9B | 21.4% | 15 |
| Next Q 2026-09-30 |
$0.31 | $0.20 | $0.45 | 1126.7% | +1.8% | 8↑ 2↓ | $0.9B | 20.6% | 14 |
| Current FY 2026-12-31 |
$0.95 | $0.70 | $1.36 | 4827.3% | +0.9% | 10↑ 3↓ | $3.6B | 20.7% | 15 |
| Next FY 2027-12-31 |
$1.98 | $1.40 | $2.55 | 109.2% | +2.2% | 12↑ 1↓ | $3.8B | 7.0% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.216 | |
| 7d ago | $0.214 | +0.002 |
| 30d ago | $0.214 | +0.002 |
| 60d ago | $0.176 | +0.040 |
| 90d ago | $0.177 | +0.039 |
9 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 2, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | Evercore ISI Group | MAINTAIN | Underperform | Underperform |
| Apr 22, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Mar 27, 2026 | Evercore ISI Group | MAINTAIN | Underperform | Underperform |
| Mar 9, 2026 | Citigroup | UPGRADE | Sell | Neutral |
| Feb 10, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Citigroup | DOWNGRADE | Neutral | Sell |
| Feb 6, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
| Feb 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 15, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 14, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Jan 13, 2026 | Evercore ISI Group | MAINTAIN | Underperform | Underperform |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Wells Fargo | UPGRADE | Underweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 2 | 12 | 4 | 2 | 10% | |
| May 1, 2026 | 0 | 2 | 12 | 4 | 2 | 10% | |
| Apr 1, 2026 | 0 | 2 | 13 | 4 | 2 | 10% | |
| Mar 1, 2026 | 0 | 2 | 12 | 4 | 3 | 10% | |
| Feb 1, 2026 | 0 | 2 | 13 | 4 | 2 | 10% | |
| Jan 1, 2026 | 0 | 2 | 11 | 5 | 3 | 10% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 21, 2026
short_volume
Short Volume: WERN — 64.7% short (0.4M / 0.6M)
Short: 372,586 | Exempt: 0 | TRF Vol: 576,147 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: WERN — 60.1% short (0.5M / 0.9M)
Short: 531,474 | Exempt: 0 | TRF Vol: 884,446 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: WERN — 19,198 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $34.12, FTD Value: $655,035.76, WERNER ENTERPRISES INC
May 6, 2026
short_volume
Short Volume: WERN — 75.5% short (0.5M / 0.6M)
Short: 459,955 | Exempt: 0 | TRF Vol: 609,095 | Short Ratio: 75.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: WERN — 68.0% short (0.4M / 0.5M)
Short: 374,152 | Exempt: 0 | TRF Vol: 549,914 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: WERN — 62.1% short (0.5M / 0.8M)
Short: 468,439 | Exempt: 0 | TRF Vol: 754,467 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
WERN Q1 2026 Earnings Scheduled — 2026-04-28
Feb 9, 2026
short_interest
FTD: WERN — 60,050 shares ($2.1M) failed to deliver
Settlement: 20260209, Price: $34.76, FTD Value: $2,087,338, WERNER ENTERPRISES INC
Feb 5, 2026
short_interest
FTD: WERN — 56,613 shares ($2.1M) failed to deliver
Settlement: 20260205, Price: $37.83, FTD Value: $2,141,669.79, WERNER ENTERPRISES INC