Latest revenue
$808.6M
as of 2026-03-31
Latest net income
$-4.3M
as of 2026-03-31
Net margin
-0.5%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.39B
- Enterprise value
- $2.39B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 1.4%
- 52-wk high
- $40.11
- 52-wk low
- $23.06
- Beta
- —
- Shares out
- 60.0M
5-year trend
What this company does
ITEM 1.BUSINESS General We are a transportation and logistics company engaged primarily in transporting truckload shipments of general commodities in both interstate and intrastate commerce. We also provide logistics services through our Werner Logistics segment. We believe we are one of the largest truckload carriers in the United States (based on total operating revenues), and our headquarters are located in Omaha, Nebraska, near the geographic center of our truckload service area. We were founded in 1956 by Clarence L. Werner, who started the business with one truck at the age of 19. We were incorporated in the State of Nebraska in September 1982 and completed our initial public offering…
AI summary unavailable — showing raw filing excerpt
Generated from WERN's filing dated 2026-02-26
Key risks
ITEM 1A.RISK FACTORS The following risks and uncertainties may cause our actual results, business, financial condition and cash flows to materially differ from those anticipated in the forward-looking statements included in this Form 10-K. Caution should be taken not to place undue reliance on forward-looking statements made herein because such statements speak only to the date they were made. Unless otherwise required by applicable securities laws, we undertake no obligation or duty to revise or update any forward-looking statements contained herein to reflect subsequent events or circumstances or the occurrence of unanticipated events. Also refer to the Cautionary Note Regarding…
AI summary unavailable — showing raw filing excerpt
Generated from WERN's filing dated 2026-02-26
Profitability
Operating margin
0.4%
82.0%Net margin
-0.5%
142.9%Return on equity
-1.1%
144.9%Return on assets
-0.5%
144.4%Leverage
Debt / equity
1.12×
2.1%Long-term debt / equity
0.55×
27.5%Debt / assets
52.8%
1.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $808.6M | +13.6% | $-4.3M | +57.8% | -0.5% |
Q4 2025 2025-12-31 | $737.6M | -2.3% | $-51.7M | -534.4% | -7.0% |
Q3 2025 2025-09-30 | $771.5M | +3.5% | $13.4M | +103.9% | 1.7% |
Q2 2025 2025-06-30 | $753.1M | -1.0% | $34.0M | +258.8% | 4.5% |
Q1 2025 2025-03-31 | $712.1M | -7.4% | $-10.1M | -260.0% | -1.4% |
Q4 2024 2024-12-31 | $754.7M | — | $11.9M | — | 1.6% |
Q3 2024 2024-09-30 | $745.7M | -8.8% | $6.6M | -72.3% | 0.9% |
Q2 2024 2024-06-30 | $760.8M | -6.2% | $9.5M | -68.3% | 1.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Trucking (No Local) · SIC 4213
Your notes
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Insider activity
Insider buying
$93.3K
Insider selling
$99.3K
Net activity
−$6.0K
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns WERN
Institutional value
$1.05B
Total shares held
36.2M
Distinct holders
143
-76 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.8M | $260.1M | -104.6K (-1.2%) | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.8M | $111.6M | +148.8K (+4.1%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $103.7M | — | New |
| 4 | DEPRINCE RACE & ZOLLO INC | 3.1M | $89.8M | +305.0K (+11.1%) | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $76.5M | — | New |
| 6 | FIRST TRUST ADVISORS LP | 1.9M | $56.5M | +1.8M (+1361.0%) | Added |
| 7 | NUANCE INVESTMENTS, LLC | 1.5M | $44.7M | -428.4K (-22.0%) | Trimmed |
| 8 | Invesco Ltd. | 1.5M | $44.0M | -173.9K (-10.4%) | Trimmed |
| 9 | Allianz Asset Management GmbH | 1.1M | $32.9M | +302.8K (+37.2%) | Added |
| 10 | Russell Investments Group, Ltd. | 863.6K | $25.4M | +194.2K (+29.0%) | Added |
| 11 | Allspring Global Investments Holdings, LLC | 685.7K | $20.4M | -925.6K (-57.4%) | Trimmed |
| 12 | NEW YORK STATE COMMON RETIREMENT FUND | 593.2K | $17.4M | +303.9K (+105.1%) | Added |
| 13 | UBS Group AG | 464.4K | $13.7M | -114.3K (-19.8%) | Trimmed |
| 14 | Penn Capital Management Company, LLC | 443.5K | $13.1M | — | New |
| 15 | VANGUARD FIDUCIARY TRUST CO | 388.4K | $11.4M | — | New |
| 16 | Bank of New York Mellon Corp | 371.6K | $10.9M | -20.9K (-5.3%) | Trimmed |
| 17 | ROYCE & ASSOCIATES LP | 310.0K | $9.1M | +174.0K (+127.9%) | Added |
| 18 | PRINCIPAL FINANCIAL GROUP INC | 291.2K | $8.6M | +5.9K (+2.1%) | Added |
| 19 | SEI INVESTMENTS CO | 223.5K | $6.6M | +87.8K (+64.7%) | Added |
| 20 | PINNACLE ASSOCIATES LTD | 214.3K | $6.3M | -22.6K (-9.5%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once WERN's latest filing finishes processing.