Werner Enterprises, Inc.

Informe acción NasdaqGS:WERN

Capitalización de mercado: US$2.2b

Werner Enterprises Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Derek Leathers

Chief Executive Officer (CEO)

US$6.0m

Compensación total

Porcentaje del salario del CEO16.10%
Permanencia del CEO10yrs
Participación del CEO0.9%
Permanencia media de la dirección9.1yrs
Promedio de permanencia en la Junta Directiva5yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Apr 30

Werner Enterprises: The Road To Upside May Not Be Smooth

Summary Werner Enterprises delivered improved Q1 2026 revenue growth of 13.6% YoY, driven by acquisitions and strategic fleet management. WERN’s operating margin improved to 0.5%, but persistent inflation and rising costs keep margins thin and risk elevated. Asset-light Werner Logistics and a robust balance sheet provide some insulation against macro headwinds and cost pressures. WERN is fully valued at a $35.76 target price; technicals and fundamentals support a hold rating amid overbought conditions and limited upside. Read the full article on Seeking Alpha
Actualización de narrativa Apr 29

WERN: Rising Fuel And Execution Risks Will Limit Truckload Recovery Potential

Analysts have raised the fair value estimate for Werner Enterprises to $30.00 from $27.00. This change reflects a series of recent price target increases across the Street as they incorporate updated assumptions for discount rates, profit margins and future P/E levels.
Actualización de narrativa Apr 15

WERN: Rising Fuel Costs Will Restrain Truckload Recovery Hopes

The analyst price target for Werner Enterprises is now $27, reflecting a mix of recent target cuts and increases as analysts factor in updated fuel cost assumptions, revised earnings estimates, and changing views on truck spot rate strength. Analyst Commentary Recent research on Werner Enterprises shows a split view, with some firms lifting price targets while others trim expectations or keep cautious ratings.
Actualización de narrativa Apr 01

WERN: Tighter Truck Capacity And Firm Spot Rates Will Support 2026 Setup

Werner Enterprises' updated analyst price target edges lower by about $0.50. The change reflects slightly more conservative revenue growth assumptions and a higher discount rate, partly offset by modestly firmer profit margin expectations and market commentary around tighter truckload capacity, as well as mixed views on fuel costs and near term earnings risk.
Actualización de narrativa Mar 18

WERN: Fair Value Outlook Will Balance Truckload Recovery Hopes And Fuel Headwinds

Analysts now place the Werner Enterprises fair value estimate at $27, up from $20. This reflects revised expectations for revenue growth, a higher future P/E multiple, and mixed but generally more constructive price target moves across the Street, even as some firms highlight earnings pressure from higher fuel costs and seasonal softness in truckload rates.
Actualización de narrativa Mar 03

WERN: Tighter Capacity And Seasonality Will Shape A Cautious Yet Constructive 2026 Setup

Werner Enterprises’ analyst price targets have increased by up to $8 as analysts factor in tighter truckload capacity, early signs of a supply-driven recovery in transport, and a shift toward a more constructive stance on the shares, even where ratings remain cautious. Analyst Commentary Recent research paints a mixed but generally constructive picture for Werner Enterprises, with several firms lifting price targets while a few remain cautious on execution risk and the timing of a full freight recovery.
Actualización de narrativa Feb 17

WERN: Tighter Capacity And Seasonality Will Shape A Balanced 2026 Setup

Werner Enterprises' analyst price target has moved higher, with our fair value estimate shifting from $32.33 to $34.67 as analysts factor in updated assumptions for growth, margins, and a higher future P/E multiple, while maintaining a steady discount rate. Analyst Commentary Recent Street research on Werner Enterprises has been active, with several firms adjusting price targets and ratings in both directions.
Actualización de narrativa Feb 02

WERN: Tighter Capacity And Seasonality Will Shape A Measured Recovery Path

Werner Enterprises' fair value estimate has been raised from US$25.87 to US$32.33 as analysts incorporate higher expected revenue growth, slightly better profit margins, and a lower assumed future P/E multiple following a series of price target increases and upgrades across the Street. Analyst Commentary Recent Street research on Werner Enterprises shows a mix of optimism and caution, with several firms lifting price targets while still flagging execution and cycle timing risks.
Actualización de narrativa Jan 19

WERN: Tighter Truckload Capacity Is Expected To Unlock Upside Potential

The analyst price target for Werner Enterprises has been lifted to $39, with analysts pointing to tighter truckload capacity, sector rotation into early cycle transport names, and a shift toward a more bullish valuation framework, tempered by caution around softer seasonality and ongoing earnings risk. Analyst Commentary Recent research on Werner Enterprises shows a mix of optimism and caution, with several bullish analysts lifting price targets and, in some cases, upgrading their stance as they factor in tightening truckload capacity and early cycle interest in transport names.
Actualización de narrativa Jan 05

WERN: Q3 Losses And Softer Guidance Will Pressure Earnings Recovery

Analysts have reduced their price target on Werner Enterprises from US$23 to US$20, citing recent quarterly losses, softer guidance for key revenue drivers, and an updated view that incorporates slightly different discount rate and growth assumptions, along with a lower future P/E multiple. Analyst Commentary Bearish analysts are stressing that Werner's recent quarterly loss and softer guidance have increased execution questions and pressured their valuation frameworks.
Actualización de narrativa Dec 18

WERN: Freight Cycle Turn Is Expected To Unlock Upside From Depressed Earnings

Analysts have trimmed their price target on Werner Enterprises by about $3 to approximately $37. This reflects weaker than expected Q3 results, elevated costs, and a softer freight backdrop that together warrant a lower valuation multiple, despite slightly improved long term margin and growth assumptions.
Artículo de análisis Dec 18

Werner Enterprises, Inc.'s (NASDAQ:WERN) P/E Is Still On The Mark Following 29% Share Price Bounce

Werner Enterprises, Inc. ( NASDAQ:WERN ) shares have had a really impressive month, gaining 29% after a shaky period...
Actualización de narrativa Dec 04

WERN: Freight Weakness And Elevated Costs Will Delay Margin Recovery

Analysts have modestly reduced their price targets on Werner Enterprises, trimming expectations by approximately $3 to $5 per share as they factor in Q3 losses, elevated costs, and ongoing softness in freight demand. Analyst Commentary Street research points to a divided backdrop for Werner, with many cautious on near term execution risk while some see scope for upside if freight trends and cost discipline improve.
Actualización de narrativa Nov 20

WERN: Margin Pressures Will Ease As Labor Policy Shifts Support Recovery

Werner Enterprises’ analyst price target has been revised downward from approximately $26.13 to $25.87 per share. Analysts point to quarterly losses and persistent market headwinds as the basis for their cautious outlook.
Actualización de narrativa Nov 05

WERN: Margin Improvement Prospects Will Offset Recent Market and Regulatory Setbacks

Werner Enterprises' analyst price target was revised downward by approximately $0.87 to $26.13, as analysts cite recent quarterly losses and ongoing market headwinds that are impacting revenue expectations and profitability. Analyst Commentary Following the recent adjustments to Werner Enterprises' price targets, analysts provided further insights into the company’s outlook and key considerations affecting its valuation and growth prospects.
Actualización de narrativa Oct 22

Werner Enterprises Analyst Commentary Highlights Mixed Outlook Amid Valuation Shifts and Market Challenges

Werner Enterprises’ average analyst price target has decreased modestly, dropping from $27.80 to $27.00. Analysts point to ongoing softness in volumes, stagnant pricing, and continued uncertainty in the freight transportation cycle as key headwinds.
Actualización de narrativa Oct 08

Integrated Logistics And Automation Will Expand Future Market Reach

Werner Enterprises' analyst price target has been revised downward from $29.07 to $27.80 per share, as analysts cite softer revenue growth and profit margin expectations due to continued freight market uncertainty. Analyst Commentary Recent street research on Werner Enterprises reflects a mix of cautious outlooks and isolated areas of optimism among analysts.
Artículo de análisis Sep 26

Werner Enterprises (NASDAQ:WERN) Has Announced A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) will pay a dividend of $0.14 on the 22nd of October. Based on this payment...
Artículo de análisis Sep 19

With Werner Enterprises, Inc. (NASDAQ:WERN) It Looks Like You'll Get What You Pay For

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Artículo de análisis Aug 15

Werner Enterprises (NASDAQ:WERN) Is Due To Pay A Dividend Of $0.14

Werner Enterprises, Inc.'s ( NASDAQ:WERN ) investors are due to receive a payment of $0.14 per share on 22nd of...
Artículo de análisis Jul 19

Returns On Capital At Werner Enterprises (NASDAQ:WERN) Paint A Concerning Picture

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Artículo de análisis Jun 28

Werner Enterprises (NASDAQ:WERN) Has Affirmed Its Dividend Of $0.14

The board of Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend on the 23rd of July...
Artículo de análisis May 25

Werner Enterprises (NASDAQ:WERN) Has Announced A Dividend Of $0.14

The board of Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend on the 23rd of July...
Artículo de análisis May 22

Why Werner Enterprises' (NASDAQ:WERN) Shaky Earnings Are Just The Beginning Of Its Problems

Investors were disappointed by Werner Enterprises, Inc.'s ( NASDAQ:WERN ) latest earnings release. We did some further...
Artículo de análisis May 16

When Should You Buy Werner Enterprises, Inc. (NASDAQ:WERN)?

While Werner Enterprises, Inc. ( NASDAQ:WERN ) might not have the largest market cap around , it saw a double-digit...
Artículo de análisis Apr 30

Estimating The Fair Value Of Werner Enterprises, Inc. (NASDAQ:WERN)

Key Insights The projected fair value for Werner Enterprises is US$28.93 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Apr 11

Werner Enterprises (NASDAQ:WERN) Is Paying Out A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) will pay a dividend of $0.14 on the 7th of May. Based on this payment, the...
Artículo de análisis Mar 28

Werner Enterprises (NASDAQ:WERN) Is Due To Pay A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on the 7th of...
Seeking Alpha Mar 14

Expectations For Werner Enterprises Are Undemanding, But It's Been A Brutal Downcycle (Rating Downgrade)

Summary Werner Enterprises' defensive aspects have wilted in an unusually severe down cycle, with shares down about a quarter since my last article. There are some positive metrics for trucking, including PMI readings above 50, improving spot rates, and improving tonnage, but those are countered by ample supply and growing economic uncertainty. Werner's modest growth guidance for 2025 reflects cautious optimism, and I expect revenue growth and margin improvement in the coming years. Werner shares are undervalued if the trucking industry is at/near its bottom, but the risk of a weakening economy is real and threatens the timing of a recovery. Read the full article on Seeking Alpha
Artículo de análisis Feb 01

Werner Enterprises, Inc. (NASDAQ:WERN) Not Flying Under The Radar

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Artículo de análisis Jan 16

Is Werner Enterprises, Inc. (NASDAQ:WERN) Trading At A 40% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Werner Enterprises fair value estimate is US$61.65 Werner...
Artículo de análisis Dec 31

Werner Enterprises (NASDAQ:WERN) Has Affirmed Its Dividend Of $0.14

The board of Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on...
Artículo de análisis Dec 10

What Is Werner Enterprises, Inc.'s (NASDAQ:WERN) Share Price Doing?

Werner Enterprises, Inc. ( NASDAQ:WERN ), is not the largest company out there, but it saw a double-digit share price...
Artículo de análisis Nov 22

Werner Enterprises' (NASDAQ:WERN) Dividend Will Be $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on the 15th of...
Artículo de análisis Nov 19

We Think That There Are More Issues For Werner Enterprises (NASDAQ:WERN) Than Just Sluggish Earnings

The subdued market reaction suggests that Werner Enterprises, Inc.'s ( NASDAQ:WERN ) recent earnings didn't contain any...
Artículo de análisis Nov 08

Werner Enterprises (NASDAQ:WERN) May Have Issues Allocating Its Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Artículo de análisis Oct 18

Werner Enterprises (NASDAQ:WERN) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Sep 25

Werner Enterprises (NASDAQ:WERN) Is Paying Out A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on the 23rd of...
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Nueva narrativa Sep 10

Efficiency And Critical Growth In Freight To Drive Margins And Shareholder Value

Focused efforts on reducing operating costs and improving efficiency are poised to enhance net margins and drive higher earnings through operational excellence.
Artículo de análisis Sep 07

Investors Still Waiting For A Pull Back In Werner Enterprises, Inc. (NASDAQ:WERN)

With a price-to-earnings (or "P/E") ratio of 35.3x Werner Enterprises, Inc. ( NASDAQ:WERN ) may be sending very bearish...
Seeking Alpha Aug 21

Werner Enterprises Q2: Why It Is Lagging The Market

Summary Werner Enterprises, Inc. has underperformed the market since mid-April 2023, with shares falling -19.12% while the S&P 500 rallied 35.66%. Despite some operational gains in Q2 2024, Werner's Non-GAAP EPS and revenue missed expectations, showcasing ongoing difficulties in the freight market. Werner's high P/E ratio, declining revenues, increased debt, and uncertain market conditions make it a 'sell' recommendation with better options available. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Derek Leathers en comparación con los beneficios de Werner Enterprises?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$9m

Dec 31 2025US$6mUS$974k

-US$14m

Sep 30 2025n/an/a

US$25m

Jun 30 2025n/an/a

US$52m

Mar 31 2025n/an/a

US$18m

Dec 31 2024US$6mUS$942k

US$34m

Sep 30 2024n/an/a

US$46m

Jun 30 2024n/an/a

US$63m

Mar 31 2024n/an/a

US$83m

Dec 31 2023US$5mUS$917k

US$112m

Sep 30 2023n/an/a

US$149m

Jun 30 2023n/an/a

US$180m

Mar 31 2023n/an/a

US$223m

Dec 31 2022US$5mUS$838k

US$241m

Sep 30 2022n/an/a

US$258m

Jun 30 2022n/an/a

US$267m

Mar 31 2022n/an/a

US$266m

Dec 31 2021US$5mUS$844k

US$259m

Sep 30 2021n/an/a

US$243m

Jun 30 2021n/an/a

US$225m

Mar 31 2021n/an/a

US$193m

Dec 31 2020US$5mUS$773k

US$169m

Sep 30 2020n/an/a

US$157m

Jun 30 2020n/an/a

US$150m

Mar 31 2020n/an/a

US$154m

Dec 31 2019US$4mUS$725k

US$167m

Compensación vs. Mercado: La compensación total ($USD6.05M) de Derek está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.53M).

Compensación vs. Ingresos: La compensación de Derek ha aumentado mientras la empresa no es rentable.


CEO

Derek Leathers (55 yo)

10yrs
Permanencia
US$6,048,549
Compensación

Mr. Derek J. Leathers is Independent Director of SkyWest, Inc. from May 7, 2024. He is Chief Executive Officer of Werner Enterprises, Inc. since May 10, 2016 and is its Chairman since May 11, 2021 and was...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Derek Leathers
Chairman & CEO10yrsUS$6.05m0.90%
$ 20.2m
Nathan Meisgeier
President & Chief Legal Officer8.3yrsUS$1.38m0.13%
$ 3.0m
Christopher Wikoff
Executive VP3.1yrsUS$1.26m0.066%
$ 1.5m
Eric Downing
Executive VP & COO3.3yrsUS$1.16m0.092%
$ 2.1m
Daragh Mahon
Executive VP & Chief Information Officer5.9yrsUS$1.08m0.068%
$ 1.5m
Clarence Werner
Founder & Chairman Emeritus70.3yrsUS$1.47msin datos
Jim Schelble
Executive VP & Chief Administrative Officer10yrsUS$1.01m0.12%
$ 2.7m
James Johnson
Executive Vice President of Accounting Administration21.3yrsUS$1.09m0.16%
$ 3.7m
Chris Neil
Senior Vice President of Pricing & Strategic Initiativesno datasin datossin datos
Craig Callahan
Executive VP & Chief Commercial Officerno datasin datos0.12%
$ 2.6m
Chad Dittberner
Senior Vice President Van & Expedited Divisionno datasin datossin datos
A. Delco
Managing Directorno datasin datossin datos
9.1yrs
Permanencia media
53.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de WERN es experimentado (9.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Derek Leathers
Chairman & CEO6yrsUS$6.05m0.90%
$ 20.2m
Clarence Werner
Founder & Chairman Emeritus5yrsUS$1.47msin datos
Scott Arves
Lead Independent Director5yrsUS$210.00k0.029%
$ 653.4k
Michelle Livingstone
Independent Director4yrsUS$175.00k0.024%
$ 528.1k
Diane Duren
Independent Director9yrsUS$185.00k0.050%
$ 1.1m
M. Packer
Independent Director1yrUS$147.60k0.011%
$ 251.2k
Jack Holmes
Independent Director7.8yrsUS$175.00k0.010%
$ 223.9k
Alexi Wellman
Independent Director5yrsUS$190.00k0.027%
$ 595.6k
Carmen Tapio
Independent Director5.5yrsUS$185.00k0.025%
$ 559.9k
Michelle Greene
Independent Director2.5yrsUS$175.00k0.018%
$ 405.1k
5.0yrs
Permanencia media
61.5yo
Promedio de edad

Junta con experiencia: La junta directiva de WERN se considera experimentada (5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/17 22:20
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Werner Enterprises, Inc. está cubierta por 33 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Daniel MooreBaird
Eric MorganBarclays
Brandon OglenskiBarclays