Werner Enterprises
WERN
About: Werner Enterprises Inc is a transportation and logistics company. The company has two reportable segments - Truckload Transportation Services and Werner Logistics. It derives majority of its revenue from full-truckload transportation services and geographically from United States.
Employees: 12,896
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]
15% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 81
2.66% more ownership
Funds ownership: 96.51% [Q1] → 99.17% (+2.66%) [Q2]
4% less capital invested
Capital invested by funds: $1.75B [Q1] → $1.68B (-$71.5M) [Q2]
7% less funds holding
Funds holding: 254 [Q1] → 235 (-19) [Q2]
31% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 51
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.18M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
B of A Securities
Ken Hoexter
|
$26
|
Underperform
Maintained
|
10 Sep 2025 |
Wells Fargo
Christian Wetherbee
|
$25
|
Underweight
Maintained
|
30 Jul 2025 |
Evercore ISI Group
Jonathan Chappell
|
$25
|
Underperform
Maintained
|
30 Jul 2025 |
Susquehanna
Bascome Majors
|
$27
|
Neutral
Maintained
|
30 Jul 2025 |
Citigroup
Ariel Rosa
|
$31
|
Neutral
Maintained
|
9 Jul 2025 |
Baird
Daniel Moore
|
$25
|
Underperform
Reinstated
|
1 Jul 2025 |
Financial journalist opinion
Based on 6 articles about WERN published over the past 30 days