Werner Enterprises, Inc.

NasdaqGS:WERN 주식 리포트

시가총액: US$2.6b

Werner Enterprises 경영진

경영진 기준 점검 3/4

Werner Enterprises CEO는 Derek Leathers, May2016 에 임명되었습니다 의 임기는 10.17 년입니다. 총 연간 보상은 $6.05M, 16.1% 급여 및 83.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $23.58M 가치에 해당하는 회사 주식의 0.9% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 9.3 년과 5.2 년입니다.

핵심 정보

Derek Leathers

최고경영자

US$6.0m

총 보수

CEO 급여 비율16.10%
CEO 재임 기간10.2yrs
CEO 지분 보유율0.9%
경영진 평균 재임 기간9.3yrs
이사회 평균 재임 기간5.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jul 01

WERN: Tightening Truckload Capacity And Spot Rate Spike Will Limit Future Upside

The analyst price target for Werner Enterprises has shifted from $34.20 to about $39.43, as analysts point to firmer freight demand, tighter truckload capacity, and a more constructive sector outlook as key supports for their updated assumptions. Analyst Commentary Recent research on Werner Enterprises points to a cluster of higher price targets, with most analysts framing their opinions around freight demand, truckload capacity, and how much of the potential earnings recovery is already reflected in the stock.
분석 기사 Jun 17

Werner Enterprises (WERN) Stock Could Be 37.5% Below Fair Value Despite Overvaluation Debate

Werner Enterprises (WERN) stock recently moved on investor attention to its valuation, with shares last closing at $42.12. The company carries an intrinsic discount estimate of 37.5%, based on provided internal metrics. See our latest analysis for Werner Enterprises. Despite a 2.21% decline in the latest daily share price move, Werner Enterprises has had a stronger run recently, with a 12.89% 1 month share price return and 55.08% 3 month share price return, alongside a 54.73% 1 year total...
내러티브 업데이트 Jun 17

WERN: Tightening Truckload Cycle And Mexico Expansion Will Likely Disappoint Shares

Analysts have raised their average price target on Werner Enterprises shares into the mid $40s, citing a tightening truckload capacity backdrop, steady to improving freight demand and faster spot pricing as key supports for the updated outlook. Analyst Commentary on Werner Enterprises Recent research on Werner Enterprises highlights a mix of optimism on the truckload cycle and caution around how much of that story is already reflected in the stock.
내러티브 업데이트 Jun 02

WERN: Rising Fuel Costs Will Restrain Benefits Of Tightening Truckload Cycle

Werner Enterprises is seeing a fresh round of optimism, with analysts lifting price targets across the sector and citing a tighter truckload capacity backdrop, firmer demand, and sharply stronger spot pricing as key supports for the new $47 Street high from Susquehanna and several smaller target increases from other firms. Analyst Commentary Across the Street, research commentary on Werner is mixed, with several firms lifting price targets to reflect a tighter truckload backdrop, while others flag execution and earnings risks that could limit upside from here.
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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Derek Leathers의 보수는 Werner Enterprises의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Derek의 총 보수(USD6.05M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.88M) 수준입니다.

보상과 수익: Derek의 보상은 회사가 적자임에도 증가했습니다.


CEO

Derek Leathers (56 yo)

10.2yrs
재임 기간
US$6,048,549
보수

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...


리더십 팀

이름직위재임 기간보수지분
Derek Leathers
Chairman & CEO10.2yrsUS$6.05m0.90%
$ 23.6m
Nathan Meisgeier
President & Chief Legal Officer8.4yrsUS$1.38m0.13%
$ 3.5m
Christopher Wikoff
Executive VP3.3yrsUS$1.26m0.066%
$ 1.7m
Eric Downing
Executive VP & COO3.5yrsUS$1.16m0.092%
$ 2.4m
Daragh Mahon
Executive VP & Chief Information Officer6.1yrsUS$1.08m0.068%
$ 1.8m
Clarence Werner
Founder & Chairman Emeritus70.5yrsUS$1.47m데이터 없음
Jim Schelble
Executive VP & Chief Administrative Officer10.2yrsUS$1.01m0.12%
$ 3.1m
James Johnson
Executive Vice President of Accounting Administration21.5yrsUS$1.09m0.16%
$ 4.3m
Chris Neil
Senior Vice President of Pricing & Strategic Initiativesno data데이터 없음데이터 없음
Craig Callahan
Executive VP & Chief Commercial Officerno data데이터 없음0.12%
$ 3.0m
Chad Dittberner
Senior Vice President Van & Expedited Divisionno data데이터 없음데이터 없음
A. Delco
Managing Directorno data데이터 없음데이터 없음
9.3yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 관리: WERN의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.3 년).


이사회 구성원

이름직위재임 기간보수지분
Derek Leathers
Chairman & CEO6.2yrsUS$6.05m0.90%
$ 23.6m
Clarence Werner
Founder & Chairman Emeritus5.2yrsUS$1.47m데이터 없음
Scott Arves
Lead Independent Director5.2yrsUS$210.00k0.029%
$ 763.7k
Michelle Livingstone
Independent Director4.2yrsUS$175.00k0.024%
$ 617.3k
Diane Duren
Independent Director9.2yrsUS$185.00k0.050%
$ 1.3m
M. Packer
Independent Director1.2yrsUS$147.60k0.011%
$ 293.6k
Jack Holmes
Independent Director7.9yrsUS$175.00k0.013%
$ 335.4k
Alexi Wellman
Independent Director5.2yrsUS$190.00k0.027%
$ 696.2k
Michelle Greene
Independent Director2.7yrsUS$175.00k0.018%
$ 473.5k
5.2yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: WERN의 이사회경험이 있음으로 간주됩니다(평균 재임 5.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/01 16:01
종가2026/07/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Werner Enterprises, Inc.는 31명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Daniel MooreBaird
Eric MorganBarclays
Brandon OglenskiBarclays