Market Cap
$2.0B
WERN
WERNER ENTERPRISES INC
$35.35 ▲ +3.06%
Prev close $34.30Market cap$2.0B
ConsensusHold
12-mo target$43.20 (+22.2%)
▲ Neutral
Analyst conviction 5/10
31 New Institutional Positions12 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on WERN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (45%)
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
31 buys / 12 sells
Insider Activity
$0.00 buy / $140.3K sell
Insider Net $
-$140.3K
SEC Reports
3
Price chart 30d -8.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 short_volume
Aug 10, 2026 SEC Short Volume: WERN — 75.2% short (0.4M / 0.6M)
Short: 427,802 | Exempt: 200 | TRF Vol: 569,121 | Short Ratio: 75.2% | Off-exchange volume (dark poo
Werner Enterprises appointed Paul Hoelting to its Board of Directors to fill a Class I vacancy, effective August 7, 2026
8-K — Impact 2/10
Aug 7, 2026 Insider
Hoelting Paul A was granted 2,058 shares
Director
Jul 27, 2026 Insider
HOLMES JACK A disposed of 2,696 shares
Director
Jul 13, 2026 Insider
LEATHERS DEREK J disposed of 26,250 shares
CEO & Chairman
Jun 30, 2026 Inst.
JACOBS LEVY EQUITY MANAGEMENT, — ADD
1,717,200 shares ($74.9M)
Jun 30, 2026 Inst.
Jun 10, 2026 SEC GOLDMAN SACHS GROUP INC — DOUBLED
1,628,327 shares ($71.0M)
Werner Enterprises entered into Amendment No. 3 to its Loan and Security Agreement, increasing the maximum funding limit
8-K — Impact 3/10
Analyst ratings buy % +350.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
45% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Susquehanna | UPGRADE | Positive | 56% |
| Jul 30, 2026 | Baird | UPGRADE | Outperform | 54% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jul 23, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Jul 14, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 13, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 9, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 1, 2026 | Evercore ISI Group | UPGRADE | In-Line | 59% |
| Jun 23, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 10 | 2 | 0 | 45% | |
| Aug 1, 2026 | 4 | 6 | 10 | 2 | 0 | 45% | |
| Jul 1, 2026 | 0 | 2 | 12 | 4 | 2 | 10% | |
| 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% |
Price targets
Where 15 covering analysts think WERN trades over the next 12 months.
$43.20 +22.2% upside Strong Buy
Current$35.35 Low$38.00 Median$41.00 High$55.00 15 analysts
$38.00$55.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 3.3/10.
NEUTRAL8-K2/10
Werner Enterprises appointed Paul Hoelting to its Board of Directors to fill a Class I vacancy, effe
Aug 10, 2026
NEUTRAL8-K3/10
Werner Enterprises entered into Amendment No. 3 to its Loan and Security Agreement, increasing the m
Jun 10, 2026
NEUTRAL8-K5/10
Werner Enterprises reported Q1 2026 results with total revenues of $808.6M (+14% YoY), driven by the
Apr 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 16, 2026
short_volume
Short Volume: WERN — 75.2% short (0.4M / 0.6M)
Short: 427,802 | Exempt: 200 | TRF Vol: 569,121 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
short_interest_report
Short Interest: WERN up 32% to 5.4M shares
Settlement 2026-08-31 | Days to cover: 6.50 | ≈8.94% of shares outstanding (est.)
Aug 26, 2026
short_volume
Short Volume: WERN — 68.4% short (0.4M / 0.6M)
Short: 395,610 | Exempt: 0 | TRF Vol: 578,039 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Jul 31, 2026
ftd
FTD: WERN — 31,763 shares ($1.2M) failed to deliver
Settlement: 20260731, Price: $36.88, FTD Value: $1,171,419.44, WERNER ENTERPRISES INC
Jul 28, 2026
earnings_calendar
WERN Q2 2026 Earnings Scheduled — 2026-07-28
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.37 | $0.30–$0.42 | 1331.2% | -0.5% | 11↑ 2↓ | $0.9B | 15 |
| Next Q | $0.47 | $0.35–$0.60 | 847.6% | +0.3% | 10↑ 2↓ | $0.9B | 14 |
| Current FY | $1.09 | $0.95–$1.26 | 5538.0% | -0.0% | 9↑ 4↓ | $3.6B | 15 |
| Next FY | $2.21 | $1.99–$2.88 | 103.5% | +0.3% | 10↑ 3↓ | $3.9B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.369 | — |
| 7d ago | $0.370 | -0.001 |
| 30d ago | $0.371 | -0.002 |
| 60d ago | $0.369 | +0.000 |
| 90d ago | $0.321 | +0.048 |
Institutional ownership
Which big funds own WERN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (57,367,577 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, FMR. Net buying activity: 31 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,405,606 | $453.8M | 18.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,835,957 | $167.3M | 6.7% | — |
| FMR LLC | 3,765,725 | $164.2M | 6.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,724,473 | $162.4M | 6.5% | — |
| AMERICAN CENTURY COMPANIES INC | 3,048,390 | $132.9M | 5.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,702,777 | $117.9M | 4.7% | — |
| STATE STREET CORP | 2,637,086 | $115.0M | 4.6% | — |
| FIRST TRUST ADVISORS LP | 2,113,286 | $92.2M | 3.7% | DOUBLED +1361.0% |
| VICTORY CAPITAL MANAGEMENT INC | 1,995,207 | $87.0M | 3.5% | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,717,200 | $74.9M | 3.0% | ADD +54.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 1,109,323 | 1,717,200 | +54.8% | $74.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 299,004 | 1,628,327 | +444.6% | $71.0M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,952,139 | 821,046 | -57.9% | $35.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 510,847 | 750,138 | +46.8% | $32.7M |
| Qube Research & Technologies Ltd | DOUBLED | 97,724 | 695,313 | +611.5% | $30.3M |
| UBS Group AG | ADD | 464,439 | 641,093 | +38.0% | $28.0M |
| Nuveen, LLC | DOUBLED | 126,256 | 565,910 | +348.2% | $24.7M |
| ROYCE & ASSOCIATES LP | ADD | 310,000 | 393,110 | +26.8% | $17.1M |
| CITADEL ADVISORS LLC | ADD | 158,235 | 261,724 | +65.4% | $11.4M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | ADD | 186,962 | 256,199 | +37.0% | $11.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 44 transactions. Net -$140.3K — $0.00 bought, $140.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Hoelting Paul A | Director | AWARD | 2,058 | — | — |
| Jul 27, 2026 | HOLMES JACK A | Director | J | 2,696 | — | — |
| Jul 13, 2026 | LEATHERS DEREK J | CEO & Chairman | J | 26,250 | — | — |
| Jul 13, 2026 | LEATHERS DEREK J | CEO & Chairman | J | 59,869 | — | — |
| Jul 13, 2026 | LEATHERS DEREK J | CEO & Chairman | J | 6,019 | — | — |
| Jul 13, 2026 | LEATHERS DEREK J | CEO & Chairman | J | 27,600 | — | — |
| Jun 12, 2026 | SCHELBLE JIM S | Exec VP & Chief Admin Officer | SELL | 933 | $43.93 | $41.0K |
| 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 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WERN.
Shares short
4,984,778
Settlement Sep 15, 2026
Change vs prior
-7.0%
Semi-monthly cycle
Days to cover
6.6
At avg daily volume
Of shares outstanding
≈8.3%
Estimate — not % of float
All WERN filing & press-release reports (3)
- 8-K reportAug 10, 2026
- 8-K reportJun 10, 2026
- 8-K reportApr 28, 2026