Werner Enterprises (NASDAQ:WERN) Announces Q3 2026 Earnings Guidance

Werner Enterprises (NASDAQ:WERN) updated its third quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 0.150-0.160 for the period, compared to the consensus estimate of 0.360. The company issued revenue guidance of $946.0 million-$951.0 million, compared to the consensus revenue estimate of $954.7 million.

Werner Enterprises Trading Up 0.3%

Shares of Werner Enterprises stock opened at $29.88 on Thursday. Werner Enterprises has a 1 year low of $23.06 and a 1 year high of $47.49. The firm has a market cap of $1.79 billion, a PE ratio of -39.32 and a beta of 1.29. The stock has a fifty day moving average price of $35.84 and a 200-day moving average price of $37.98. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.45 and a quick ratio of 1.42.

Werner Enterprises (NASDAQ:WERN) last released its earnings results on Tuesday, July 28th. The transportation company reported $0.22 earnings per share 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 analysts’ expectations of $931.12 million. During the same quarter in the previous year, the firm earned $0.11 earnings per share. The firm’s revenue was up 24.0% compared to the same quarter last year. Equities research analysts anticipate that Werner Enterprises will post 0.98 EPS for the current year.

Werner Enterprises Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 21st. Stockholders of record on Monday, October 5th were issued a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, October 5th. Werner Enterprises’s dividend payout ratio is presently -73.68%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on WERN. Stephens upgraded shares of Werner Enterprises to a “strong-buy” rating in a research report on Wednesday, July 8th. Barclays reduced their price objective on shares of Werner Enterprises from $40.00 to $38.00 and set an “equal weight” rating for the company in a research note on Tuesday. Evercore raised shares of Werner Enterprises from an “underperform” rating to an “in-line” rating in a report on Wednesday, July 1st. Zacks Research lowered shares of Werner Enterprises from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Finally, TD Cowen lowered their target price on shares of Werner Enterprises from $43.00 to $41.00 and set a “hold” rating on the stock in a research note on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Werner Enterprises currently has an average rating of “Hold” and a consensus price target of $38.85.

Key Werner Enterprises News

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

• Neutral Sentiment: Werner guided for third-quarter 2026 revenue of $946 million to $951 million, slightly below the $954.7 million consensus estimate. This suggests revenue is holding relatively close to expectations, but does not offset the earnings shortfall.
• Neutral Sentiment: Barclays reduced its price target from $40 to $38 while maintaining an “equal weight” rating. The new target remains materially above the recent share price, indicating potential valuation upside, but the target cut signals more cautious expectations. Werner Enterprises earnings expectations
• Neutral Sentiment: A broader article describes Werner’s role in the U.S. supply chain, but provides limited new information about near-term earnings or valuation. The Heartbeat of the American Supply Chain
• Negative Sentiment: Werner cut third-quarter EPS guidance to $0.15–$0.16, far below the $0.36 analyst consensus. The substantial earnings gap is the clearest reason for recent selling pressure and raises concerns about margins and operating leverage. Werner Enterprises third-quarter earnings guidance
• Negative Sentiment: Robert W. Baird downgraded Werner from “strong buy” to “hold,” adding to the caution surrounding the stock.
• Negative Sentiment: An early third-quarter readout reportedly missed expectations, reinforcing concerns ahead of the full earnings release. Werner Enterprises Shares Slump as Early Third-Quarter Readout Misses Expectations

Werner Enterprises Company Profile

Werner Enterprises, Inc is a transportation and logistics company headquartered in Omaha, Nebraska. Founded in 1956 by Clarence L. Werner, the company provides freight transportation and supply chain services to customers across North America.

The company’s operations include truckload transportation, dedicated transportation, and regional truckload services. Werner also provides logistics services, including freight brokerage, intermodal transportation, cross-border transportation, and supply chain management solutions.