Evercore ISI Group Upgrades Werner Enterprises to 'Hold'

Evercore ISI Group raised Werner Enterprises, Inc. to a 'hold' rating with a $43 price target, a 1.76% downside from the current price.

Editorial illustration for Werner Enterprises, Inc. (WERN)

Key Points

  • Evercore ISI Group upgraded Werner Enterprises, Inc. to a 'hold' rating with a $43 price target on July 1, 2026.
  • Evercore ISI Group's $43 price target implies 1.76% downside from Werner Enterprises, Inc.'s ($WERN) current $43.77 share price.
  • Shares of NasdaqGS:WERN traded near $42.73 on Wednesday, with a market cap of $2.61 billion and a forward P/E of 21.49.
  • Notable institutional activity includes BlackRock trimming its stake, while FMR LLC increased its holdings by 21.8%.

Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.

Evercore ISI Group has upgraded its rating on Werner Enterprises, Inc. (NasdaqGS:WERN) to 'hold' with a price target of $43. This change was made by analyst Jonathan Chappell on July 1, 2026. The previous price target was not specified.

Analyst rating track record

Evercore ISI Group vs. the S&P 500

YTD return +15.45% hypothetical
All-time return +28.68% S&P 500 +28.47%
vs. S&P 500 +0.21% ahead of the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Other Institutional Activity in Werner Enterprises

BlackRock, Inc. trimmed its holdings in Werner Enterprises by 104,555 shares, ending with 8,842,436 shares valued at about $260.1 million, a 1.2% decrease. FMR LLC increased its stake by 860,986 shares to a total of 4,808,025 shares, worth approximately $141.4 million, marking a 21.8% increase. Dimensional Fund Advisors LP added 148,826 shares for a total of 3,794,752 shares valued at $111.6 million, reflecting a 4.1% increase. Vanguard Portfolio Management LLC opened a new position with 3,526,390 shares valued at about $103.7 million. DePrince Race & Zollo Inc increased its holdings by 304,983 shares to 3,055,017 shares, valued at $89.8 million, representing an 11.1% increase.

Werner Enterprises, Inc. Stock Up 13.9%

Shares of Werner Enterprises traded near $42.73 on Wednesday. The company has a market cap of approximately $2.61 billion and a forward P/E ratio of 21.49. Its stock has experienced a 52-week low of $23.06 and a high of $45.27. The 50-day moving average is around $38.92, while the 200-day moving average is approximately $32.04. Werner's current ratio is 1.459, with a quick ratio of 1.181 and a debt-to-equity ratio of 75.547.

12-month forecast

$WERN price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Recent Earnings

Werner Enterprises reported revenue of about $3.07 billion, with a growth rate of 13.6%. However, the company posted a negative net margin of -0.279% and a return on equity of -1.208%. The next earnings release is scheduled for July 28, 2026.

Dividend

The company offers an annual dividend rate of $0.56, yielding 1.28%. The dividend payout ratio stands at 136.59%.

Insider Buying and Selling at Werner Enterprises, Inc.

On June 12, 2026, Jim Schelble, Executive VP & Chief Admin Officer, sold 933 shares at an average price of $43.93. Earlier, on May 12, 2026, several insiders including Michelle Greene, Alexi Wellman, Michelle Dye Livingstone, Jack Holmes, and Martha Gayle Packer each purchased 3,025 shares.

Analysts Set New Price Targets

On July 1, 2026, Evercore ISI Group upgraded Werner Enterprises to a 'hold' with a $43 price target. Goldman Sachs maintained a 'buy' rating with a $48 target on June 23, 2026. Baird, Wells Fargo, and Susquehanna also maintained 'hold' ratings with targets of $43, $46, and $47 respectively. The consensus among 14 analysts is a 'hold' rating, with an average target price of $39.43.

About Werner Enterprises, Inc.

Werner Enterprises, Inc., headquartered in Omaha, Nebraska, is a leading transportation and logistics company. It specializes in transporting truckload shipments across the U.S., Mexico, and Canada. The company operates a fleet of trucks and trailers, providing services such as dry van, temperature-controlled, and expedited freight. Werner also offers logistics management services and sells used trucks and trailers. Founded in 1956, it employs about 14,500 people.

Bottom Line

Analysts and investors are closely watching Werner Enterprises, especially following the recent rating upgrade by Evercore ISI Group. The company's stock performance and institutional activity suggest a dynamic market presence. However, investors should note that the information from analyst reports and institutional filings is backward-looking and may not reflect current conditions.

Get Werner Enterprises, Inc. alerts

New 13F filings, insider trades, and analyst moves on $WERN, sent to your inbox. Free, and you can unsubscribe anytime.

This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.