Werner Enterprises (WERN) reported preliminary expectations for third-quarter 2026 revenue of approximately $946 million to $951 million and GAAP diluted earnings per share of approximately $0.10 to $0.11.
The transportation and logistics company said third-quarter results were affected by approximately $0.18 per share of cumulative cost headwinds versus the second quarter. Werner plans to report full third-quarter results after the market closes on October 27, 2026.
- Reporting period: three months ended September 30, 2026.
- Expected GAAP diluted EPS: $0.10 to $0.11.
- Expected non-GAAP adjusted diluted EPS: $0.15 to $0.16.
- Cost headwinds included rising fuel prices, driver recruitment and retention investments, and an insurance reserve adjustment related to past claims.
$WERN Insider Trading Activity
$WERN insiders have traded $WERN stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WERN stock by insiders over the last 6 months:
- 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.
$WERN Hedge Fund Activity
We have seen 155 institutional investors add shares of $WERN stock to their portfolio, and 107 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 1,563,170 shares (+17.7%) to their portfolio in Q2 2026, for an estimated $68,169,843
- NUANCE INVESTMENTS, LLC removed 1,330,580 shares (-87.5%) from their portfolio in Q2 2026, for an estimated $58,026,593
- GOLDMAN SACHS GROUP INC added 1,329,323 shares (+444.6%) to their portfolio in Q2 2026, for an estimated $57,971,776
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,317,514 shares (+inf%) to their portfolio in Q2 2026, for an estimated $57,456,785
- WELLINGTON MANAGEMENT GROUP LLP removed 1,131,093 shares (-57.9%) from their portfolio in Q2 2026, for an estimated $49,326,965
- FMR LLC removed 1,042,300 shares (-21.7%) from their portfolio in Q2 2026, for an estimated $45,454,703
- MAPLE ROCK CAPITAL PARTNERS INC. added 812,800 shares (+146.9%) to their portfolio in Q2 2026, for an estimated $35,446,208
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.
