Nuance Investments LLC Has $51.53 Million Holdings in Werner Enterprises, Inc. $WERN

Nuance Investments LLC reduced its position in shares of Werner Enterprises, Inc. (NASDAQ:WERN) by 24.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,957,825 shares of the transportation company’s stock after selling 631,965 shares during the period. Werner Enterprises makes up about 5.2% of Nuance Investments LLC’s investment portfolio, making the stock its 6th largest position. Nuance Investments LLC owned approximately 3.27% of Werner Enterprises worth $51,530,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd raised its holdings in shares of Werner Enterprises by 57.8% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 1,018 shares of the transportation company’s stock worth $28,000 after purchasing an additional 373 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Werner Enterprises by 0.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 126,854 shares of the transportation company’s stock valued at $3,717,000 after buying an additional 401 shares in the last quarter. Nisa Investment Advisors LLC lifted its position in shares of Werner Enterprises by 6.9% during 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 during the last quarter. CANADA LIFE ASSURANCE Co lifted its position in shares of Werner Enterprises by 0.8% during 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 during the last quarter. Finally, Capital Fund Management S.A. boosted its stake 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 worth $1,567,000 after acquiring an additional 600 shares in the last quarter. 89.32% of the stock is owned by institutional investors and hedge funds.

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 Trading Down 8.2%

NASDAQ:WERN opened at $34.76 on Monday. The company has a market capitalization of $2.08 billion, a P/E ratio of -144.83, a P/E/G ratio of 0.80 and a beta of 1.08. The stock’s 50 day moving average price is $31.96 and its 200 day moving average price is $28.81. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.90 and a current ratio of 1.94. Werner Enterprises, Inc. has a 52 week low of $23.02 and a 52 week high of $38.45.

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

Werner Enterprises Dividend Announcement

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

Analyst Upgrades and Downgrades

WERN has been the topic of a number of recent analyst reports. Citigroup reaffirmed a “sell” rating and set a $34.00 target price on shares of Werner Enterprises in a research report on Friday. Weiss Ratings restated a “sell (d)” rating on shares of Werner Enterprises in a report on Monday, December 22nd. JPMorgan Chase & Co. decreased their target price on shares of Werner Enterprises from $30.00 to $28.00 and set an “underweight” rating for the company in a report on Friday. UBS Group dropped their target price on shares of Werner Enterprises from $27.00 to $25.00 and set a “neutral” rating on the stock in a research report on Friday, November 7th. Finally, Robert W. Baird upgraded shares of Werner Enterprises from an “underperform” rating to a “neutral” rating and set a $34.00 price target for the company in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Buy rating, eight have given a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average price target of $32.57.

About Werner Enterprises

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.