Werner Enterprises, Inc. $WERN reported second-quarter 2026 revenue of $933.9 million, up 24.0% from a year earlier, but the company’s profitability weakened sharply as higher costs weighed on results.
Gross profit rose to $176.5 million, yet operating profit fell 74.5% to $16.9 million. Net income attributable to common shareholders dropped 85.6% to $6.4 million, while diluted earnings per share came in at $0.11, well below the prior-year level.
Cash generation improved materially in the quarter, with operating cash flow increasing 81.3% to $83.5 million. Capital spending declined to $52.8 million, and the company ended the period with $57.0 million in cash and cash equivalents.
Key takeaways:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Werner Enterprises, Inc. Insider Trading Activity
Werner Enterprises, Inc. insiders have traded $WERN stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $WERN stock by insiders over the last 6 months:
- ERIC J DOWNING (Exec VP and COO) has made 0 purchases and 2 sales selling 2,846 shares for an estimated $99,292.
- JIM S SCHELBLE (Exec VP & Chief Admin Officer) sold 933 shares for an estimated $40,986
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Werner Enterprises, Inc. Hedge Fund Activity
We have seen 124 institutional investors add shares of Werner Enterprises, Inc. stock to their portfolio, and 86 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST TRUST ADVISORS LP added 1,789,653 shares (+1361.0%) to their portfolio in Q1 2026, for an estimated $52,633,694
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 1,139,653 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $33,517,194
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 925,642 shares (-57.4%) from their portfolio in Q1 2026, for an estimated $27,223,131
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. removed 877,727 shares (-52.8%) from their portfolio in Q1 2026, for an estimated $25,813,951
- FMR LLC added 860,986 shares (+21.8%) to their portfolio in Q1 2026, for an estimated $25,321,598
- BALYASNY ASSET MANAGEMENT L.P. removed 851,456 shares (-65.6%) from their portfolio in Q1 2026, for an estimated $25,041,320
- JACOBS LEVY EQUITY MANAGEMENT, INC added 799,741 shares (+258.3%) to their portfolio in Q1 2026, for an estimated $23,520,382
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Werner Enterprises, Inc. Analyst Ratings
Wall Street analysts have issued reports on $WERN in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 04/29/2026
To track analyst ratings and price targets for Werner Enterprises, Inc., check out Quiver Quantitative's $WERN forecast page.
Werner Enterprises, Inc. Price Targets
Multiple analysts have issued price targets for $WERN recently. We have seen 10 analysts offer price targets for $WERN in the last 6 months, with a median target of $44.5.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $47.0 on 07/09/2026
- Ravi Shanker from Morgan Stanley set a target price of $55.0 on 07/06/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $43.0 on 07/01/2026
- Jordan Alliger from Goldman Sachs set a target price of $48.0 on 06/23/2026
- Daniel Moore from Baird set a target price of $43.0 on 06/17/2026
- Christian Wetherbee from Wells Fargo set a target price of $46.0 on 06/05/2026
- Bascome Majors from Susquehanna set a target price of $47.0 on 06/02/2026
