Werner Enterprises (NASDAQ:WERN) Releases Q3 2026 Earnings Guidance

Werner Enterprises (NASDAQ:WERN) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.150-0.160 for the period, compared to the consensus earnings per share estimate of 0.360. The company issued revenue guidance of $946.0 million-$951.0 million, compared to the consensus revenue estimate of $954.7 million.

Analysts Set New Price Targets

A number of equities research analysts recently commented on WERN shares. JPMorgan Chase & Co. dropped their price objective on Werner Enterprises from $39.00 to $33.00 and set an “underweight” rating for the company in a report on Monday, October 5th. Morgan Stanley boosted their price objective on shares of Werner Enterprises from $47.00 to $55.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Zacks Research cut Werner Enterprises from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. Evercore upgraded shares of Werner Enterprises from an “underperform” rating to an “in-line” rating in a research note on Wednesday, July 1st. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Werner Enterprises in a report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $38.85.

Werner Enterprises Price Performance

NASDAQ:WERN traded up $0.08 during trading hours on Wednesday, reaching $29.88. 706,357 shares of the company were exchanged, compared to its average volume of 1,088,853. The company has a market capitalization of $1.79 billion, a P/E ratio of -39.32 and a beta of 1.29. Werner Enterprises has a 1-year low of $23.06 and a 1-year high of $47.49. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.45 and a quick ratio of 1.42. The business has a 50 day moving average of $36.00 and a 200 day moving average of $37.99.

Werner Enterprises (NASDAQ:WERN) last posted its quarterly earnings results on Tuesday, July 28th. The transportation company reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.24 by ($0.02). Werner Enterprises had a negative net margin of 1.42% and a positive return on equity of 1.18%. The company had revenue of $813.36 million during the quarter, compared to analyst estimates of $931.12 million. During the same period last year, the firm earned $0.11 EPS. The firm’s revenue for the quarter was up 24.0% compared to the same quarter last year. Research analysts forecast that Werner Enterprises will post 1.08 EPS for the current year.

Werner Enterprises Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Monday, October 5th will be paid a $0.14 dividend. The ex-dividend date is Monday, October 5th. This represents a $0.56 annualized dividend and a dividend yield of 1.9%. Werner Enterprises’s dividend payout ratio (DPR) is presently -73.68%.

Key Werner Enterprises News

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

• Positive Sentiment: Barclays lowered its price target to $38 from $40 but maintained an “equal weight” rating, implying substantial potential upside from the recent share price. Barclays price target update
• Neutral Sentiment: Werner’s third-quarter revenue guidance of $946 million to $951 million is only modestly below the $954.7 million consensus estimate, suggesting the primary concern is profitability rather than a major revenue shortfall. Werner Enterprises third-quarter earnings guidance
• Negative Sentiment: Werner guided for third-quarter EPS of just $0.15 to $0.16, less than half the $0.36 analyst consensus. The large earnings gap is likely the main catalyst for the stock’s decline because it points to significantly weaker margins and operating conditions than expected. Werner Enterprises issues Q3 profit warning
• Negative Sentiment: Robert W. Baird downgraded Werner from “strong buy” to “hold,” adding to negative analyst sentiment. The downgrade follows preliminary results that reportedly missed expectations and an earlier profit warning. Werner Enterprises shares slump after preliminary results
• Negative Sentiment: The guidance revision undermines earlier expectations for earnings growth and reinforces concerns about a prolonged freight-cycle downturn. Werner’s shares remain close to their 52-week low and materially below key moving averages, indicating continued investor caution.

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.