Werner Enterprises (NASDAQ:WERN) Upgraded at Robert W. Baird

Robert W. Baird upgraded shares of Werner Enterprises (NASDAQ:WERN) from a neutral rating to an outperform rating in a research report released on Thursday, MarketBeat.com reports. The firm currently has $43.00 target price on the transportation company’s stock.

Other analysts have also issued reports about the company. Wells Fargo & Company boosted their price objective on Werner Enterprises from $39.00 to $46.00 and gave the company an “equal weight” rating in a report on Friday, June 5th. TD Cowen reduced their target price on Werner Enterprises from $43.00 to $41.00 and set a “hold” rating on the stock in a report on Wednesday. Morgan Stanley lifted their target price on Werner Enterprises from $47.00 to $55.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Stifel Nicolaus boosted their price target on Werner Enterprises from $36.00 to $40.00 and gave the company a “hold” rating in a report on Monday, July 13th. Finally, Evercore raised Werner Enterprises from an “underperform” rating to an “in-line” rating in a research report on Wednesday, July 1st. Two equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $41.54.

Werner Enterprises Price Performance

Shares of WERN stock opened at $37.42 on Thursday. The firm has a fifty day moving average of $42.56 and a two-hundred day moving average of $36.46. The firm 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 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 issued its earnings results on Tuesday, July 28th. The transportation company reported $0.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $931.12 million. During the same quarter last year, the company posted $0.11 EPS. The business’s revenue for the quarter was up 24.0% compared to the same quarter last year. As a group, research analysts anticipate that Werner Enterprises will post 1.13 earnings per share for the current fiscal year.

Werner Enterprises Announces Dividend

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

Hedge Funds Weigh In On Werner Enterprises

Several institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. raised its position in shares of Werner Enterprises by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 6,514,200 shares of the transportation company’s stock worth $195,491,000 after purchasing an additional 90,480 shares during the period. Dimensional Fund Advisors LP boosted its position in Werner Enterprises by 4.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,794,752 shares of the transportation company’s stock valued at $111,601,000 after purchasing an additional 148,826 shares during the period. Deprince Race & Zollo Inc. boosted its position in Werner Enterprises by 11.1% during the 1st quarter. Deprince Race & Zollo Inc. now owns 3,055,017 shares of the transportation company’s stock valued at $89,848,000 after purchasing an additional 304,983 shares during the period. Wellington Management Group LLP grew its stake in Werner Enterprises by 605.3% during the 4th quarter. Wellington Management Group LLP now owns 2,510,354 shares of the transportation company’s stock worth $75,336,000 after buying an additional 2,154,428 shares during the last quarter. Finally, State Street Corp grew its stake in Werner Enterprises by 0.9% during the 4th quarter. State Street Corp now owns 2,490,661 shares of the transportation company’s stock worth $74,745,000 after buying an additional 22,075 shares during the last quarter. 89.32% of the stock is owned by institutional investors.

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

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.