Goldman Sachs Reiterates Buy Rating on Werner Enterprises, Inc.

Goldman Sachs maintains a buy rating for Werner Enterprises with a $48 price target, a 13.82% upside from the current price.

Editorial illustration for Werner Enterprises, Inc. (WERN)

Key Points

  • Goldman Sachs reiterated its buy rating on Werner Enterprises, Inc. (NasdaqGS:WERN) with a price target of $48 on June 23, 2026.
  • Goldman Sachs's $48 price target implies 13.82% upside from Werner Enterprises, Inc.'s ($WERN) current $42.17 share price.
  • Shares of Werner Enterprises traded near $41 on Tuesday, with a market cap of $2.45 billion and a forward P/E ratio of 20.66.
  • Institutional activity shows FMR LLC increased its holdings by 860,986 shares, while BlackRock reduced its position by 104,555 shares.

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Goldman Sachs reiterated its buy rating on Werner Enterprises, Inc. (NasdaqGS:WERN) on June 23, 2026, setting a price target of $48. This move reflects continued confidence in the trucking company, which operates a fleet of trucks and trailers across North America.

Analyst rating track record

Goldman Sachs vs. the S&P 500

YTD return +13.75% hypothetical
All-time return +47.45% S&P 500 +28.83%
vs. S&P 500 +18.62% 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

FMR LLC grew its holdings by 860,986 shares, ending with 4,808,025 shares valued at approximately $141.4 million, a 21.8% increase. Dimensional Fund Advisors LP added 148,826 shares, bringing its total to 3,794,752 shares worth about $111.6 million, a 4.1% increase. Meanwhile, BlackRock, Inc. reduced its position by 104,555 shares, holding 8,842,436 shares valued at $260.1 million, a 1.2% decrease. Vanguard Portfolio Management LLC opened a new position with 3,526,390 shares valued at around $103.7 million.

Werner Enterprises, Inc. Stock Up 9.8%

Shares of Werner Enterprises traded near $41 on Tuesday. The company has a market cap of approximately $2.45 billion and a forward P/E ratio of 20.66. Werner's stock has a 52-week low of $23.06 and a high of $45.27, with a 50-day moving average of $37.71 and a 200-day moving average of $31.63. The company maintains a current ratio of 1.46 and a quick ratio of 1.18, with a debt-to-equity ratio of 75.55.

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 $3.07 billion, reflecting a growth rate of 13.6%. However, the company faced challenges with a net margin of -0.28% and a return on equity of -1.21%. Its next earnings report is expected on July 28, 2026.

Dividend

Werner Enterprises offers an annual dividend rate of $0.56, yielding 1.38%, with a payout ratio of 136.59%.

Insider Buying and Selling at Werner Enterprises, Inc.

On June 12, 2026, Jim Schelble, Executive VP & Chief Administrative Officer, sold 933 shares at an average price of $43.93. Earlier, on May 12, 2026, several insiders, including Michelle Greene and Alexi Wellman, each bought 3,025 shares.

Analysts Set New Price Targets

On June 23, 2026, Goldman Sachs maintained its buy rating for Werner Enterprises with a $48 price target. Other firms like Baird, Wells Fargo, and Susquehanna 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 $38.79.

About Werner Enterprises, Inc.

Werner Enterprises, Inc., headquartered in Omaha, Nebraska, is a leading transportation and logistics company. It operates a fleet of medium-to-long-haul vans, providing truckload services across the United States, Mexico, and Canada. The company also offers non-asset-based transportation and logistics services, including truckload logistics and intermodal solutions, as well as final mile delivery services. Founded in 1956, Werner employs approximately 14,500 people under the leadership of CEO Derek J. Leathers.

Bottom Line

Goldman Sachs's reiterated buy rating and $48 target for Werner Enterprises highlight the firm's confidence in the company's prospects. Investors often track such analyst updates for insights into potential stock performance, though it's important to remember that these ratings are based on past data and market conditions.

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