Werner Enterprises (NASDAQ:WERN – Free Report) had its target price hoisted by UBS Group from $33.00 to $37.00 in a research report report published on Wednesday,Benzinga reports. UBS Group currently has a neutral rating on the transportation company’s stock.
WERN has been the topic of several other reports. Stifel Nicolaus boosted their price objective on Werner Enterprises from $26.00 to $29.00 and gave the stock a “hold” rating in a research note on Wednesday, January 14th. Wells Fargo & Company raised their price objective on Werner Enterprises from $34.00 to $39.00 and gave the company an “equal weight” rating in a research note on Friday, February 6th. TD Cowen increased their price target on Werner Enterprises from $36.00 to $43.00 and gave the company a “hold” rating in a report on Wednesday. Robert W. Baird upgraded Werner Enterprises from an “underperform” rating to a “neutral” rating and set a $34.00 price target for the company in a research report on Thursday, January 29th. Finally, Evercore boosted their price objective on shares of Werner Enterprises from $20.00 to $31.00 and gave the company an “underperform” rating in a research report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $35.15.
View Our Latest Research Report on WERN
Werner Enterprises Price Performance
Werner Enterprises (NASDAQ:WERN – Get Free Report) last posted its earnings results on Tuesday, April 28th. The transportation company reported $0.02 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.03) by $0.05. The firm had revenue of $730.14 million for the quarter, compared to the consensus estimate of $806.70 million. Werner Enterprises had a negative net margin of 0.48% and a positive return on equity of 0.04%. The business’s quarterly revenue was up 13.6% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.12) EPS. Sell-side analysts forecast that Werner Enterprises will post 0.84 EPS for the current fiscal year.
Werner Enterprises Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, May 6th. Investors of record on Monday, April 13th will be paid a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, April 13th. Werner Enterprises’s dividend payout ratio (DPR) is currently -233.33%.
Insider Buying and Selling
In other Werner Enterprises news, COO Eric J. Downing sold 1,428 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $35.00, for a total value of $49,980.00. Following the transaction, the chief operating officer owned 57,364 shares of the company’s stock, valued at $2,007,740. This represents a 2.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 1.30% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Hedge funds have recently made changes to their positions in the stock. Allianz Asset Management GmbH increased its position in shares of Werner Enterprises by 52.3% during the third quarter. Allianz Asset Management GmbH now owns 573,891 shares of the transportation company’s stock worth $15,105,000 after acquiring an additional 197,155 shares during the period. Thrivent Financial for Lutherans boosted its holdings in shares of Werner Enterprises by 19.0% in the third quarter. Thrivent Financial for Lutherans now owns 174,842 shares of the transportation company’s stock valued at $4,602,000 after purchasing an additional 27,869 shares during the period. Vaughan Nelson Investment Management L.P. bought a new stake in Werner Enterprises during the 4th quarter valued at $34,201,000. American Century Companies Inc. raised its position in Werner Enterprises by 5.4% during the 3rd quarter. American Century Companies Inc. now owns 2,404,508 shares of the transportation company’s stock valued at $63,287,000 after purchasing an additional 123,513 shares in the last quarter. Finally, WINTON GROUP Ltd purchased a new stake in shares of Werner Enterprises in the 3rd quarter worth $4,062,000. 89.32% of the stock is currently owned by institutional investors.
Key Stories Impacting Werner Enterprises
Here are the key news stories impacting Werner Enterprises this week:
- Positive Sentiment: Q1 EPS beat and raised outlook — Werner reported Q1 EPS of $0.02 versus a consensus loss, narrowed its quarterly loss and the company signaled improved momentum and a lifted full?year outlook. This is a key catalyst supporting the rally. MarketWatch: Gains on Lifted Full?Year Outlook
- Positive Sentiment: Large analyst target raise — TD Cowen bumped its price target to $43 (from $36) with a “hold,” implying ~18% upside versus the current price; that sizable upward revision is a strong supportive signal for investors. Benzinga: TD Cowen Price Target Raise
- Positive Sentiment: Additional price?target lifts — UBS and Citi raised targets to $37 (both maintaining neutral ratings), trimming downside and signaling firmer analyst sentiment overall. Benzinga: UBS & Citi Raises
- Neutral Sentiment: Official release and commentary — The company posted its Q1 results and a slide deck/earnings presentation outlining drivers (FirstFleet contribution, dedicated revenue growth, customer retention), which provide detail but no new surprise beyond the headline beat. BusinessWire: First Quarter 2026 Results
- Neutral Sentiment: Earnings materials available — Slide deck and earnings?call presentation/recap are posted for investors who want granular metrics and management commentary. Seeking Alpha: Q1 Presentation
- Negative Sentiment: JP Morgan remains cautious — JPMorgan raised its target to $34 but kept an “underweight” rating, implying downside versus the market and signaling reservations about longer?term fundamentals. Benzinga: JP Morgan Underweight
- Negative Sentiment: Mixed underlying metrics and some street reaction — third?party summaries highlight weaker operating profitability (operating profit down, a small net loss in some disclosures), higher capex and rising liabilities; some feeds reported an intraday pullback after the earnings print. These items temper the upbeat analyst moves. QuiverQuant: Q1 Metrics & Reaction
- Negative Sentiment: Revenue/estimate ambiguity — some reports show revenue missed certain consensus figures (which weakens the quality of the beat), creating mixed signals for investors focused on top?line validation. MarketBeat: Earnings Transcript & Revenue Detail
Werner Enterprises Company Profile
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.
See Also
Receive News & Ratings for Werner Enterprises Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Werner Enterprises and related companies with MarketBeat.com's FREE daily email newsletter.
