TD Cowen Forecasts Strong Price Appreciation for Werner Enterprises (NASDAQ:WERN) Stock

Werner Enterprises (NASDAQ:WERN) had its price objective hoisted by investment analysts at TD Cowen from $31.00 to $39.00 in a research report issued on Friday, MarketBeat Ratings reports. The firm presently has a “hold” rating on the transportation company’s stock. TD Cowen’s price target would indicate a potential upside of 12.20% from the stock’s current price.

Several other brokerages have also issued reports on WERN. Citigroup lifted their price target on Werner Enterprises from $27.00 to $34.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Wall Street Zen downgraded Werner Enterprises from a “hold” rating to a “sell” rating in a research report on Saturday, November 8th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Werner Enterprises in a research note on Monday, December 22nd. Evercore lifted their price target on shares of Werner Enterprises from $20.00 to $31.00 and gave the stock an “underperform” rating in a research note on Tuesday, January 13th. Finally, Wells Fargo & Company upgraded shares of Werner Enterprises from an “underweight” rating to an “equal weight” rating and boosted their price objective for the stock from $22.00 to $34.00 in a report on Tuesday, January 6th. Two analysts have rated the stock with a Buy rating, eight have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Werner Enterprises has a consensus rating of “Reduce” and an average target price of $32.57.

Werner Enterprises Trading Down 8.2%

Shares of Werner Enterprises stock opened at $34.76 on Friday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.62 and a quick ratio of 1.59. Werner Enterprises has a 1 year low of $23.02 and a 1 year high of $38.45. The firm has a market cap of $2.08 billion, a PE ratio of -144.83, a PEG ratio of 0.80 and a beta of 1.08. The company has a 50 day simple moving average of $31.96 and a two-hundred day simple moving average of $28.81.

Werner Enterprises (NASDAQ:WERN) last issued its quarterly earnings results on Thursday, February 5th. The transportation company reported $0.05 EPS for the quarter, missing analysts’ consensus estimates 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 company had revenue of $737.64 million during the quarter, compared to the consensus estimate of $767.51 million. During the same period in the previous year, the company earned $0.08 EPS. Werner Enterprises’s quarterly revenue was down 2.3% on a year-over-year basis. Analysts expect that Werner Enterprises will post 1.27 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Werner Enterprises

Institutional investors have recently added to or reduced their stakes in the company. Vaughan Nelson Investment Management L.P. purchased a new position in shares of Werner Enterprises in the fourth quarter valued at about $34,201,000. Balyasny Asset Management L.P. purchased a new position in Werner Enterprises during the 2nd quarter valued at about $12,972,000. First Trust Advisors LP raised its position in Werner Enterprises by 17.2% during the 2nd quarter. First Trust Advisors LP now owns 2,893,705 shares of the transportation company’s stock valued at $79,172,000 after purchasing an additional 424,935 shares during the last quarter. UBS Group AG lifted its holdings in Werner Enterprises by 180.8% in the 4th quarter. UBS Group AG now owns 578,761 shares of the transportation company’s stock worth $17,369,000 after buying an additional 372,629 shares during the period. Finally, Two Sigma Investments LP lifted its holdings in Werner Enterprises by 222.8% in the 3rd quarter. Two Sigma Investments LP now owns 339,589 shares of the transportation company’s stock worth $8,938,000 after buying an additional 234,394 shares during the period. Hedge funds and other institutional investors own 89.32% of the company’s stock.

More Werner Enterprises News

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

Werner Enterprises Company 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.