Werner Enterprises (NASDAQ:WERN) Upgraded by Susquehanna to Positive Rating

Werner Enterprises (NASDAQ:WERN) was upgraded by investment analysts at Susquehanna from a “neutral” rating to a “positive” rating in a research report issued on Thursday. The brokerage currently has a $44.00 price target on the transportation company’s stock. Susquehanna’s price objective suggests a potential upside of 20.05% from the company’s current price.

A number of other analysts have also recently weighed in on WERN. UBS Group increased their price target on shares of Werner Enterprises from $33.00 to $37.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Robert W. Baird raised shares of Werner Enterprises from a “neutral” rating to an “outperform” rating and set a $43.00 target price for the company in a report on Thursday. Evercore upgraded shares of Werner Enterprises from an “underperform” rating to an “in-line” rating in a research note on Wednesday, July 1st. JPMorgan Chase & Co. increased their target price on shares of Werner Enterprises from $37.00 to $39.00 and gave the stock an “underweight” rating in a research note on Wednesday. Finally, Wall Street Zen upgraded Werner Enterprises from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $41.54.

Werner Enterprises Price Performance

Shares of NASDAQ WERN opened at $36.65 on Thursday. The stock’s 50-day simple moving average is $42.67 and its 200-day simple moving average is $36.42. The firm has a market capitalization of $2.20 billion, a PE ratio of -48.22, a price-to-earnings-growth ratio of 0.75 and a beta of 1.26. Werner Enterprises has a fifty-two week low of $23.06 and a fifty-two week high of $47.49. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.43 and a current ratio of 1.46.

Werner Enterprises (NASDAQ:WERN) last posted its quarterly earnings data 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). The firm had revenue of $813.36 million during the quarter, compared to analyst estimates of $931.12 million. Werner Enterprises had a negative net margin of 1.42% and a positive return on equity of 1.17%. Werner Enterprises’s revenue was up 24.0% compared to the same quarter last year. During the same period in the previous year, the company posted $0.11 earnings per share. As a group, equities research analysts forecast that Werner Enterprises will post 1.02 EPS for the current fiscal year.

Institutional Trading of Werner Enterprises

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Royal Bank of Canada raised its holdings in Werner Enterprises by 33.8% during the first quarter. Royal Bank of Canada now owns 21,660 shares of the transportation company’s stock worth $635,000 after purchasing an additional 5,473 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Werner Enterprises by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 36,697 shares of the transportation company’s stock valued at $1,075,000 after purchasing an additional 1,598 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Werner Enterprises by 0.3% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 126,854 shares of the transportation company’s stock worth $3,717,000 after purchasing an additional 401 shares during the period. JPMorgan Chase & Co. increased its position in Werner Enterprises by 24.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 76,767 shares of the transportation company’s stock worth $2,100,000 after purchasing an additional 15,109 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its stake in shares of Werner Enterprises by 159.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 226,085 shares of the transportation company’s stock worth $6,186,000 after buying an additional 138,995 shares in the last quarter. Hedge funds and other 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: Werner reported second-quarter revenue growth of 24% year over year, supported by expansion in its Truckload Transportation Services segment. Management said the Dedicated business is growing and that the FirstFleet acquisition is contributing to margin improvement. Werner Enterprises Reports Second Quarter 2026 Results
• Positive Sentiment: Management expects Dedicated revenue per truck per week to increase approximately 3% to 5% and said the freight market may be entering the “early innings” of carrier exits. Reduced industry capacity could support pricing and utilization if the trend continues. Werner CEO: Still in early innings of carrier exits
• Neutral Sentiment: Werner raised its 2026 net capital expenditure outlook to $215 million-$250 million, reflecting continued investment in fleet and operations. The spending could support long-term growth but may limit near-term free cash flow. Werner outlines Dedicated revenue growth and raises net CapEx
• Negative Sentiment: Quarterly EPS of $0.22 narrowly missed the $0.24 consensus estimate. Despite higher revenue, rising costs sharply pressured operating and net income, keeping investors focused on whether margin improvements can persist. Werner Enterprises Q2 2026 Earnings Call Summary
• Negative Sentiment: JPMorgan raised its price target from $37 to $39 but maintained an underweight rating, while TD Cowen cut its target from $43 to $41 and kept a hold rating. The mixed-to-cautious analyst stance is adding pressure to the stock. Analyst price-target coverage

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.