Werner Enterprises Inc. (WERN) stock falls on Q1 2026 Earnings

Werner Enterprises Inc. ($WERN) reported results for the first quarter of 2026.

Revenue: $808.6 million, up 13.6% year over year.

Gross profit: $157.6 million, up 12.9% year over year.

Cost of sales: $651.0 million, up 13.7% year over year.

Operating profit: $4.0 million, down 168.5% year over year.

Net income attributable to common shareholders: -$4.3 million; diluted earnings per share: -$0.07 (down 56.3% year over year).

Cash flow and balance sheet highlights:

Cash from operating activities: $62.3 million, up 112.1% year over year.

Purchases of property, plant and equipment: -$85.8 million, up 265.0% year over year.

Cash and cash equivalents: $61.5 million, up 18.5% year over year.

Total liabilities: $1.9 billion, up 24.4% year over year.

Estimates and market reaction:

Actual revenue of $808.6 million versus consensus estimate of $830.2 million.

Actual diluted EPS of -$0.07 versus an estimate of -$0.05.

Stock moved approximately 2.6% since market close.

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 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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.

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.

Werner Enterprises Inc. Hedge Fund Activity

We have seen 115 institutional investors add shares of Werner Enterprises Inc. stock to their portfolio, and 127 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FIRST TRUST ADVISORS LP removed 2,927,439 shares (-95.7%) from their portfolio in Q4 2025, for an estimated $87,852,444
MACQUARIE GROUP LTD removed 2,204,819 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $66,166,618
WELLINGTON MANAGEMENT GROUP LLP added 2,154,428 shares (+605.3%) to their portfolio in Q4 2025, for an estimated $64,654,384
INVESCO LTD. added 1,409,556 shares (+539.7%) to their portfolio in Q4 2025, for an estimated $42,300,775
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
BALYASNY ASSET MANAGEMENT L.P. added 1,104,160 shares (+572.4%) to their portfolio in Q4 2025, for an estimated $33,135,841
MAPLE ROCK CAPITAL PARTNERS INC. added 793,500 shares (+inf%) to their portfolio in Q4 2025, for an estimated $23,812,935

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.

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 10/31/2025

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 11 analysts offer price targets for $WERN in the last 6 months, with a median target of $33.0.

Here are some recent targets:

Bascome Majors from Susquehanna set a target price of $38.0 on 04/22/2026
Jonathan Chappell from Evercore ISI Group set a target price of $29.0 on 03/27/2026
Ariel Rosa from Citigroup set a target price of $34.0 on 03/09/2026
Thomas Wadewitz from UBS set a target price of $33.0 on 02/10/2026
Christian Wetherbee from Wells Fargo set a target price of $39.0 on 02/06/2026
Brian Ossenbeck from JP Morgan set a target price of $28.0 on 02/06/2026
Jason H. Seidl from TD Cowen set a target price of $31.0 on 01/30/2026