Allianz Asset Management GmbH Purchases 197,155 Shares of Werner Enterprises, Inc. $WERN

Allianz Asset Management GmbH boosted its position in Werner Enterprises, Inc. (NASDAQ:WERN) by 52.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 573,891 shares of the transportation company’s stock after purchasing an additional 197,155 shares during the quarter. Allianz Asset Management GmbH owned about 0.96% of Werner Enterprises worth $15,105,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd raised its position in shares of Werner Enterprises by 57.8% in the second quarter. Caitong International Asset Management Co. Ltd now owns 1,018 shares of the transportation company’s stock worth $28,000 after buying an additional 373 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Werner Enterprises by 0.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 126,854 shares of the transportation company’s stock worth $3,717,000 after acquiring an additional 401 shares during the last quarter. Nisa Investment Advisors LLC raised its holdings in shares of Werner Enterprises by 6.9% in the 3rd quarter. Nisa Investment Advisors LLC now owns 6,271 shares of the transportation company’s stock valued at $165,000 after acquiring an additional 403 shares in the last quarter. CANADA LIFE ASSURANCE Co raised its holdings in shares of Werner Enterprises by 0.8% in the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 64,228 shares of the transportation company’s stock valued at $1,758,000 after acquiring an additional 503 shares in the last quarter. Finally, Capital Fund Management S.A. boosted its position in shares of Werner Enterprises by 1.1% during the 2nd quarter. Capital Fund Management S.A. now owns 57,285 shares of the transportation company’s stock valued at $1,567,000 after acquiring an additional 600 shares during the last quarter. 89.32% of the stock is currently owned by hedge funds and other institutional investors.

Werner Enterprises Price Performance

Shares of Werner Enterprises stock opened at $34.76 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.59 and a current ratio of 1.62. Werner Enterprises, Inc. has a 52-week low of $23.02 and a 52-week high of $38.45. The company has a fifty day moving average of $31.96 and a 200-day moving average of $28.81. The stock has a market capitalization of $2.08 billion, a price-to-earnings ratio of -144.83, a price-to-earnings-growth ratio of 0.80 and a beta of 1.08.

Werner Enterprises (NASDAQ:WERN) last posted its quarterly earnings results on Thursday, February 5th. The transportation company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.09 by ($0.04). Werner Enterprises had a positive return on equity of 0.04% and a negative net margin of 0.48%.The business had revenue of $737.64 million during the quarter, compared to the consensus estimate of $767.51 million. During the same period in the prior year, the firm earned $0.08 earnings per share. The business’s revenue for the quarter was down 2.3% on a year-over-year basis. Equities research analysts expect that Werner Enterprises, Inc. will post 1.27 EPS for the current year.

Werner Enterprises Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Monday, January 5th were paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Monday, January 5th. Werner Enterprises’s payout ratio is -233.33%.

Werner Enterprises News Summary

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

• Positive Sentiment: Wells Fargo raised its price target to $39 and set an “equal weight” rating, signaling conviction in near‑term upside tied to execution and the company’s strategy. Wells Fargo raises PT
• Positive Sentiment: TD Cowen raised its target to $39 and kept a “hold” rating, another vote that the stock has upside if integration and dedicated business growth play out. TD Cowen raises PT
• Positive Sentiment: Company commentary and the Business Wire release highlight growth in dedicated revenue and the strategic rationale for the FirstFleet acquisition, which management says should support longer‑term stable revenue. Company Q4 release
• Neutral Sentiment: Q4 earnings call transcript is available for investors seeking detail on guidance, cost trends and fleet/dedicated integration plans — useful for assessing execution risk. Earnings call transcript
• Neutral Sentiment: Industry coverage notes the FirstFleet buy is a strategic bet that could spark consolidation in dedicated trucking; outcome depends on scale and margin improvements. FirstFleet M&A context
• Negative Sentiment: JPMorgan cut its price target to $28 and moved to “underweight” — the most bearish broker action today and a major contributor to selling pressure. JPMorgan cuts PT
• Negative Sentiment: Citigroup reaffirmed a “sell” rating with a $34 target, keeping downside risk from some institutional desks.
• Negative Sentiment: Werner missed Q4 estimates: $0.05 EPS vs. $0.09 expected and revenue of ~$737.6M vs. $767.5M consensus — disappointing results that directly pressure the stock. Earnings miss
• Negative Sentiment: News that a long‑running drivers’ lawsuit has a settlement ready raises potential cash/legal overhang and investor concern about contingency costs. Lawsuit settlement

Analyst Ratings Changes

Several research firms recently weighed in on WERN. Evercore upped their price objective on shares of Werner Enterprises from $20.00 to $31.00 and gave the stock an “underperform” rating in a research report on Tuesday, January 13th. Stifel Nicolaus boosted their price target on shares of Werner Enterprises from $26.00 to $29.00 and gave the stock a “hold” rating in a research note on Wednesday, January 14th. Barclays raised their price objective on shares of Werner Enterprises from $28.00 to $33.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. JPMorgan Chase & Co. dropped their price objective on shares of Werner Enterprises from $30.00 to $28.00 and set an “underweight” rating for the company in a report on Friday. Finally, Wells Fargo & Company upped their target price on shares of Werner Enterprises from $34.00 to $39.00 and gave the stock an “equal weight” rating in a research report on Friday. Two research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $32.57.

Werner Enterprises Profile

Werner Enterprises, Inc, founded in 1956 by Clarence L. “Chris” Werner, is a leading transportation and logistics provider based in Omaha, Nebraska. The company began as a one‐truck operation and has since grown into one of North America’s largest carriers, offering an array of services to support diverse supply chains.

Werner’s core business activities include full truckload dry van services, dedicated contract carriage, intermodal transport and brokerage solutions. The company also provides value-added services such as warehousing, freight management and fleet maintenance through its network of terminals and service centers.