Werner Enterprises (NASDAQ:WERN) Given New $32.00 Price Target at Barclays

Werner Enterprises (NASDAQ:WERN) had its price target decreased by Barclays from $38.00 to $32.00 in a report issued on Thursday, Benzinga reports. The firm presently has an “equal weight” rating on the transportation company’s stock. Barclays‘s price target suggests a potential upside of 15.07% from the stock’s previous close.

Several other brokerages also recently issued reports on WERN. Wells Fargo & Company lowered their price objective on shares of Werner Enterprises from $35.00 to $31.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Susquehanna upgraded shares of Werner Enterprises from a “neutral” rating to a “positive” rating and decreased their target price for the stock from $48.00 to $44.00 in a research note on Thursday, July 30th. TD Cowen lowered their price target on Werner Enterprises from $43.00 to $41.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. Citigroup reduced their price objective on Werner Enterprises from $33.00 to $32.00 and set a “neutral” rating for the company in a research note on Wednesday. Finally, Bank of America decreased their price objective on Werner Enterprises from $40.00 to $32.00 and set an “underperform” rating for the company in a research report on Tuesday, October 20th. Four investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Werner Enterprises has an average rating of “Hold” and a consensus target price of $37.14.

Werner Enterprises Stock Performance

Shares of NASDAQ WERN traded up $0.68 during trading hours on Thursday, reaching $27.81. The stock had a trading volume of 265,935 shares, compared to its average volume of 1,093,953. The firm has a 50-day moving average of $34.79 and a 200-day moving average of $36.10. The firm has a market cap of $1.67 billion, a price-to-earnings ratio of -36.51 and a beta of 1.29. The company has a current ratio of 1.45, a quick ratio of 1.42 and a debt-to-equity ratio of 0.60. Werner Enterprises has a fifty-two week low of $23.06 and a fifty-two week high of $47.49.

Werner Enterprises (NASDAQ:WERN) last announced its earnings results on Tuesday, October 27th. The transportation company reported $0.16 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.16. The business had revenue of $825.28 million for the quarter, compared to analyst estimates of $956.55 million. Werner Enterprises had a negative net margin of 1.42% and a positive return on equity of 1.18%. The company’s revenue for the quarter was up 23.2% compared to the same quarter last year. During the same period last year, the firm posted ($0.03) earnings per share. Equities research analysts predict that Werner Enterprises will post 0.78 earnings per share for the current year.

Institutional Investors Weigh In On Werner Enterprises

A number of large investors have recently bought and sold shares of WERN. Allworth Financial LP purchased a new position in Werner Enterprises during the second quarter worth $38,000. Farther Finance Advisors LLC grew its stake in Werner Enterprises by 185.4% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,216 shares of the transportation company’s stock worth $41,000 after acquiring an additional 790 shares during the period. Global Retirement Partners LLC acquired a new position in Werner Enterprises in the 2nd quarter valued at $45,000. Integrated Wealth Concepts LLC acquired a new position in Werner Enterprises in the 2nd quarter valued at $65,000. Finally, PNC Financial Services Group Inc. lifted its stake in shares of Werner Enterprises by 40.5% during the 1st quarter. PNC Financial Services Group Inc. now owns 3,266 shares of the transportation company’s stock worth $96,000 after purchasing an additional 942 shares during the period. Institutional investors and hedge funds own 89.32% of the company’s stock.

Werner Enterprises News Roundup

Here are the key news stories impacting Werner Enterprises this week:

• Positive Sentiment: Werner returned to profitability in the third quarter, reporting adjusted EPS of $0.16 versus a loss of $0.03 a year earlier, in line with analysts’ expectations. Revenue increased 23.2% year over year to $825.3 million, while improved fleet efficiency helped support the recovery. Werner Enterprises Swings to Q3 Profit
• Positive Sentiment: Management expects fourth-quarter one-way revenue per total mile to rise 10% to 13% and reduced its 2026 net capital-expenditure forecast to $190 million-$205 million. Lower spending could support cash flow, while anticipated freight-capacity reductions may improve pricing and margins over time. Werner Q4 Revenue and CapEx Outlook
• Positive Sentiment: Executives signaled a potential margin rebound and said industry capacity cuts could accelerate, with a multi-year freight upcycle possible if excess trucking capacity continues to leave the market. Werner Signals Margin Rebound
• Neutral Sentiment: Analyst views remain divided. Morgan Stanley maintained an overweight rating despite reducing its target to $52, while JPMorgan raised its target to $34 but retained an underweight rating. Citigroup, Wells Fargo and Stifel also lowered their targets while keeping neutral-equivalent ratings.
• Neutral Sentiment: Some commentary argues that the stock could be undervalued following the company’s Graypool rebrand, but this represents a valuation thesis rather than a confirmed improvement in earnings. Werner Stock May Be a Bargain
• Negative Sentiment: Revenue of $825.3 million was substantially below the roughly $956.6 million analyst consensus, and profitability remains fragile, with a negative reported net margin. These factors temper the bullish impact of the return to positive EPS.
• Negative Sentiment: Zacks downgraded WERN from “hold” to “strong sell,” adding fresh pressure to the shares and highlighting continued concerns about the earnings recovery.

About Werner Enterprises

Werner Enterprises, Inc is a transportation and logistics company headquartered in Omaha, Nebraska. Founded in 1956 by Clarence L. Werner, the company provides freight transportation and supply chain services to customers across North America.

The company’s operations include truckload transportation, dedicated transportation, and regional truckload services. Werner also provides logistics services, including freight brokerage, intermodal transportation, cross-border transportation, and supply chain management solutions.