Public Employees Retirement System of Ohio Increases Stake in Werner Enterprises, Inc. $WERN

Public Employees Retirement System of Ohio raised its holdings in shares of Werner Enterprises, Inc. (NASDAQ:WERN) by 252.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 69,606 shares of the transportation company’s stock after acquiring an additional 49,882 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in Werner Enterprises were worth $2,047,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the business. PNC Financial Services Group Inc. increased its stake in shares of 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 worth $70,000 after purchasing an additional 679 shares in the last quarter. Covestor Ltd grew its holdings in Werner Enterprises by 28.3% during the fourth quarter. Covestor Ltd now owns 3,261 shares of the transportation company’s stock valued at $98,000 after purchasing an additional 719 shares during the period. KBC Group NV increased its position in Werner Enterprises by 86.9% in 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 bought a new position in shares of Werner Enterprises in the fourth quarter worth about $217,000. Finally, Tower Research Capital LLC TRC lifted its position in shares of Werner Enterprises by 1,147.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 8,020 shares of the transportation company’s stock valued at $219,000 after buying an additional 7,377 shares in the last quarter. Institutional investors own 89.32% of the company’s stock.

Werner Enterprises Trading Up 1.5%

Shares of Werner Enterprises stock opened at $37.42 on Friday. Werner Enterprises, Inc. has a twelve month low of $23.06 and a twelve month high of $47.49. The company has a quick ratio of 1.43, a current ratio of 1.45 and a debt-to-equity ratio of 0.60. The business has a 50-day moving average price of $42.56 and a 200-day moving average price of $36.46. The firm has a market cap of $2.24 billion, a price-to-earnings ratio of -49.24, a PEG ratio of 0.68 and a beta of 1.26.

Werner Enterprises (NASDAQ:WERN) last announced its quarterly 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). The firm had revenue of $813.36 million for the quarter, compared to the consensus estimate of $931.12 million. Werner Enterprises had a negative net margin of 1.42% and a positive return on equity of 1.18%. Werner Enterprises’s quarterly revenue was up 24.0% on a year-over-year basis. During the same period in the previous year, the company posted $0.11 earnings per share. Equities research analysts anticipate that Werner Enterprises, Inc. will post 1.13 EPS for the current fiscal year.

Werner Enterprises Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Investors 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 dividend yield of 1.5%. Werner Enterprises’s dividend payout ratio (DPR) is -73.68%.

Trending Headlines about Werner Enterprises

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 Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. TD Cowen reduced their target price on shares of Werner Enterprises from $43.00 to $41.00 and set a “hold” rating for the company in a report on Wednesday. Stifel Nicolaus upped their price target on shares of Werner Enterprises from $36.00 to $40.00 and gave the stock a “hold” rating in a research report on Monday, July 13th. Wells Fargo & Company raised their price objective on shares of Werner Enterprises from $39.00 to $46.00 and gave the company an “equal weight” rating in a research report on Friday, June 5th. Evercore raised shares of Werner Enterprises from an “underperform” rating to an “in-line” rating in a report on Wednesday, July 1st. Finally, Robert W. Baird raised Werner Enterprises from a “neutral” rating to an “outperform” rating and set a $43.00 price target on the stock in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Werner Enterprises presently has an average rating of “Hold” and an average price target 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.