Wabash National (WNC)

• Market cap: $459M
• 1 day: 0.36%
• 5 days: 2.66%
• 1 month: 7.68%
• 3 months: 25.25%
• 6 months: -4.84%
• Year to date: -34.06%
• 1 year: -42.69%
• 5 years: -11.31%
• 10 years: -8.71%
• Sector: Industrials
• Industry: Farm & Heavy Construction Machinery

About: Wabash National Corp operates as the innovation leader of connected solutions for the transportation, logistics, and distribution industries. The Company manages its business in two operating and reportable segments: Transportation Solutions and Parts & Services. It designs and manufactures products including dry freight and refrigerated trailers, platform trailers, tank trailers, dry and refrigerated truck bodies, structural composite panels and products, trailer aerodynamic solutions, and specialty food-grade processing equipment.

Employees: 6,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2.22% less ownership

Funds ownership: 98.4% [Q1] → 96.18% (-2.22%) [Q2]

7% less capital invested

Capital invested by funds: $462M [Q1] → $428M (-$33.6M) [Q2]

16% less funds holding

Funds holding: 225 [Q1] → 188 (-37) [Q2]

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 89

65% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 54

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $9.50 15% downside
• Avg. target: $9.50 15% downside
• High target: $9.50 15% downside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

DA Davidson Michael Shlisky

15% downside $9.50

Neutral Maintained

23 Jun 2025