Empowered Funds LLC Grows Stock Position in Werner Enterprises, Inc. $WERN

Empowered Funds LLC increased its stake in shares of Werner Enterprises, Inc. (NASDAQ:WERN) by 30.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,197 shares of the transportation company’s stock after purchasing an additional 65,534 shares during the quarter. Empowered Funds LLC’s holdings in Werner Enterprises were worth $8,358,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of WERN. PNC Financial Services Group Inc. raised its position in Werner Enterprises by 41.3% in the 4th quarter. PNC Financial Services Group Inc. now owns 2,324 shares of the transportation company’s stock valued at $70,000 after purchasing an additional 679 shares in the last quarter. Covestor Ltd boosted its stake in shares of Werner Enterprises by 28.3% in the 4th quarter. Covestor Ltd now owns 3,261 shares of the transportation company’s stock valued at $98,000 after buying an additional 719 shares during the period. KBC Group NV grew its position in shares of Werner Enterprises by 86.9% during the fourth quarter. KBC Group NV now owns 3,614 shares of the transportation company’s stock worth $108,000 after buying an additional 1,680 shares in the last quarter. Pictet Asset Management Holding SA acquired a new position in shares of Werner Enterprises during the fourth quarter worth about $217,000. Finally, Tower Research Capital LLC TRC increased its stake in shares of Werner Enterprises by 1,147.3% during the second quarter. Tower Research Capital LLC TRC now owns 8,020 shares of the transportation company’s stock worth $219,000 after buying an additional 7,377 shares during the period. Hedge funds and other institutional investors own 89.32% of the company’s stock.

Werner Enterprises Stock Performance

NASDAQ WERN opened at $37.42 on Friday. The company has a fifty day moving average of $42.56 and a two-hundred day moving average of $36.46. The company has a market capitalization of $2.24 billion, a PE ratio of -49.24, a P/E/G ratio of 0.67 and a beta of 1.26. Werner Enterprises, Inc. has a 1 year low of $23.06 and a 1 year high of $47.49. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.45 and a quick ratio of 1.43.

Werner Enterprises (NASDAQ:WERN) last posted its earnings results on Tuesday, July 28th. The transportation company reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.24 by ($0.02). Werner Enterprises had a positive return on equity of 1.18% and a negative net margin of 1.42%.The firm had revenue of $813.36 million for the quarter, compared to analyst estimates of $931.12 million. During the same quarter last year, the firm posted $0.11 EPS. The firm’s revenue for the quarter was up 24.0% on a year-over-year basis. As a group, analysts expect that Werner Enterprises, Inc. will post 1.09 earnings per share for the current year.

Werner Enterprises Announces Dividend

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

Werner Enterprises News Summary

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

Analyst Ratings Changes

WERN has been the topic of several analyst reports. Morgan Stanley raised their target price on shares of Werner Enterprises from $47.00 to $55.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Susquehanna upgraded shares of Werner Enterprises from a “neutral” rating to a “positive” rating and lowered their price target for the stock from $48.00 to $44.00 in a report on Thursday. Stephens raised shares of Werner Enterprises to a “strong-buy” rating in a research report on Wednesday, July 8th. Wall Street Zen upgraded shares of Werner Enterprises from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Evercore upgraded shares of Werner Enterprises from an “underperform” rating to an “in-line” rating in a report on Wednesday, July 1st. Two investment 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 given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $41.54.

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.