Werner Enterprises (NASDAQ:WERN) Stock Rating Upgraded by Wall Street Zen

Werner Enterprises (NASDAQ:WERN) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday.

WERN has been the subject of several other reports. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Werner Enterprises in a report on Monday, December 22nd. TD Cowen lifted their price target on Werner Enterprises from $31.00 to $39.00 and gave the stock a “hold” rating in a research note on Friday. UBS Group decreased their price objective on shares of Werner Enterprises from $27.00 to $25.00 and set a “neutral” rating on the stock in a research report on Friday, November 7th. Evercore raised their target price on shares of Werner Enterprises from $20.00 to $31.00 and gave the company an “underperform” rating in a report on Tuesday, January 13th. Finally, Wells Fargo & Company lifted their target price on shares of Werner Enterprises from $34.00 to $39.00 and gave the stock an “equal weight” rating in a research report on Friday. Two analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, Werner Enterprises currently has a consensus rating of “Reduce” and a consensus target price of $32.57.

Werner Enterprises Stock Down 8.2%

WERN stock opened at $34.76 on Friday. The company has a current ratio of 1.94, a quick ratio of 1.90 and a debt-to-equity ratio of 0.55. The company’s 50-day moving average price is $31.96 and its 200 day moving average price is $28.81. Werner Enterprises has a 52 week low of $23.02 and a 52 week high of $38.45. The company has a market cap of $2.08 billion, a P/E ratio of -144.83, a P/E/G ratio of 0.80 and a beta of 1.08.

Werner Enterprises (NASDAQ:WERN) last posted its quarterly earnings results on Thursday, February 5th. The transportation company reported $0.05 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.04). The company had revenue of $737.64 million for the quarter, compared to analyst estimates of $767.51 million. Werner Enterprises had a negative net margin of 0.48% and a positive return on equity of 0.04%. Werner Enterprises’s revenue was down 2.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.08 earnings per share. On average, research analysts expect that Werner Enterprises will post 1.27 earnings per share for the current fiscal year.

Institutional Trading of Werner Enterprises

Several hedge funds and other institutional investors have recently added to or reduced their stakes in WERN. Vaughan Nelson Investment Management L.P. acquired a new position in shares of Werner Enterprises during the 4th quarter valued at about $34,201,000. Balyasny Asset Management L.P. purchased a new stake in Werner Enterprises in the second quarter valued at approximately $12,972,000. First Trust Advisors LP grew its holdings in Werner Enterprises by 17.2% in the second quarter. First Trust Advisors LP now owns 2,893,705 shares of the transportation company’s stock valued at $79,172,000 after purchasing an additional 424,935 shares during the period. UBS Group AG increased its position in Werner Enterprises by 180.8% during the fourth quarter. UBS Group AG now owns 578,761 shares of the transportation company’s stock worth $17,369,000 after purchasing an additional 372,629 shares during the last quarter. Finally, Two Sigma Investments LP raised its stake in Werner Enterprises by 222.8% during the third quarter. Two Sigma Investments LP now owns 339,589 shares of the transportation company’s stock worth $8,938,000 after purchasing an additional 234,394 shares during the period. Hedge funds and other institutional investors own 89.32% of the company’s stock.

Werner Enterprises News Summary

Here are the key news stories impacting Werner Enterprises this week:

• Positive Sentiment: Wells Fargo raised its price target to $39 and set an “equal weight” rating, signaling conviction in near‑term upside tied to execution and the company’s strategy. Wells Fargo raises PT
• Positive Sentiment: TD Cowen raised its target to $39 and kept a “hold” rating, another vote that the stock has upside if integration and dedicated business growth play out. TD Cowen raises PT
• Positive Sentiment: Company commentary and the Business Wire release highlight growth in dedicated revenue and the strategic rationale for the FirstFleet acquisition, which management says should support longer‑term stable revenue. Company Q4 release
• Neutral Sentiment: Q4 earnings call transcript is available for investors seeking detail on guidance, cost trends and fleet/dedicated integration plans — useful for assessing execution risk. Earnings call transcript
• Neutral Sentiment: Industry coverage notes the FirstFleet buy is a strategic bet that could spark consolidation in dedicated trucking; outcome depends on scale and margin improvements. FirstFleet M&A context
• Negative Sentiment: JPMorgan cut its price target to $28 and moved to “underweight” — the most bearish broker action today and a major contributor to selling pressure. JPMorgan cuts PT
• Negative Sentiment: Citigroup reaffirmed a “sell” rating with a $34 target, keeping downside risk from some institutional desks.
• Negative Sentiment: Werner missed Q4 estimates: $0.05 EPS vs. $0.09 expected and revenue of ~$737.6M vs. $767.5M consensus — disappointing results that directly pressure the stock. Earnings miss
• Negative Sentiment: News that a long‑running drivers’ lawsuit has a settlement ready raises potential cash/legal overhang and investor concern about contingency costs. Lawsuit settlement

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.