WERNER ENTERPRISES INC
WERN · Trucking (No Local) · 60.0M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Reference price $43.93 · est. market cap ~$2.6B — last insider sale, 2026-06-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D53Large truckload carrier in a freight-recession trough, posting a small net loss and negative free cash flow.
Strengths
- Strong working-capital liquidity (current and quick ratios 91.7th pct)
- Diversified, contract-heavy Dedicated franchise; FirstFleet acquisition adds scale
Risks
- Net loss (ROE -1.1%, net margin -0.5%) with net income growth in the 10th pct
- Negative FCF (-$68.5M, 11th pct), revenue down 1.9% and customer concentration (Dollar General 11%)
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
0.4%
Net margin
-0.5%
Return on equity
-1.1%
Return on assets
-0.5%
ROIC
0.4%
Revenue growth (QoQ)
9.6%
Net-income growth
-142.1%
Debt / equity
0.6×
Current ratio
1.9×
Free cash flow
-$69M
Tangible book value
$1.2B
Cash & investments
$60M
Cash runway
4q
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | SCHELBLE JIM S | Sell | 933 | $43.93 |
| 2026-05-12 | LIVINGSTONE MICHELLE DYE | Grant | 3.0K | — |
| 2026-05-12 | Packer Martha Gayle | Grant | 3.0K | — |
| 2026-05-12 | WELLMAN ALEXI | Grant | 3.0K | — |
| 2026-05-12 | Greene Michelle D. | Grant | 3.0K | — |
| 2026-05-12 | HOLMES JACK A | Grant | 3.0K | — |
| 2026-05-12 | Arves Scott C | Grant | 3.0K | — |
| 2026-05-12 | DUREN DIANE K | Grant | 3.0K | — |
| 2026-05-09 | WIKOFF CHRISTOPHER D | Tax withheld | 1.9K | $36.42 |
| 2026-02-23 | LEATHERS DEREK J | Tax withheld | 6.0K | $32.80 |
| 2026-02-23 | DOWNING ERIC J | Tax withheld | 581 | $32.80 |
| 2026-02-23 | Mahon Daragh P | Tax withheld | 581 | $32.80 |
| 2026-02-23 | JOHNSON JAMES LYNN | Tax withheld | 664 | $32.80 |
| 2026-02-23 | SCHELBLE JIM S | Tax withheld | 581 | $32.80 |
| 2026-02-23 | CALLAHAN CRAIG T | Tax withheld | 581 | $32.80 |
| 2026-02-23 | MEISGEIER NATHAN J | Tax withheld | 664 | $32.80 |
| 2026-02-20 | DOWNING ERIC J | Sell | 1.4K | $34.78 |
| 2026-02-19 | DOWNING ERIC J | Sell | 1.4K | $35.00 |
| 2026-02-13 | MEISGEIER NATHAN J | Tax withheld | 1.4K | $33.21 |
| 2026-02-13 | LEATHERS DEREK J | Tax withheld | 9.9K | $33.21 |
| 2026-02-13 | CALLAHAN CRAIG T | Tax withheld | 943 | $33.21 |
| 2026-02-13 | DOWNING ERIC J | Tax withheld | 1.2K | $33.21 |
| 2026-02-13 | WIKOFF CHRISTOPHER D | Tax withheld | 1.2K | $33.21 |
| 2026-02-13 | Mahon Daragh P | Tax withheld | 1.1K | $33.21 |
| 2026-02-13 | JOHNSON JAMES LYNN | Tax withheld | 943 | $33.21 |
| 2026-02-12 | WIKOFF CHRISTOPHER D | Grant | 7.9K | — |
| 2026-02-12 | CALLAHAN CRAIG T | Grant | 6.3K | — |
| 2026-02-12 | Mahon Daragh P | Grant | 7.1K | — |
| 2026-02-12 | LEATHERS DEREK J | Grant | 67K | — |
| 2026-02-12 | DOWNING ERIC J | Grant | 7.9K | — |
| 2026-02-12 | MEISGEIER NATHAN J | Grant | 9.5K | — |
| 2026-02-09 | JOHNSON JAMES LYNN | Tax withheld | 809 | $35.57 |
| 2026-02-09 | WIKOFF CHRISTOPHER D | Tax withheld | 809 | $35.57 |
| 2026-02-09 | Mahon Daragh P | Tax withheld | 753 | $35.57 |
| 2026-02-09 | MEISGEIER NATHAN J | Tax withheld | 941 | $35.57 |
| 2026-02-09 | CALLAHAN CRAIG T | Tax withheld | 696 | $35.57 |
| 2026-02-09 | DOWNING ERIC J | Tax withheld | 941 | $35.57 |
| 2026-02-09 | SCHELBLE JIM S | Tax withheld | 657 | $35.57 |
| 2026-02-09 | LEATHERS DEREK J | Tax withheld | 7.3K | $35.57 |
| 2025-10-23 | CALLAHAN CRAIG T | Buy | 26 | $28.83 |
| 2025-10-23 | Mahon Daragh P | Buy | 14 | $28.83 |
| 2025-10-23 | JOHNSON JAMES LYNN | Buy | 3 | $28.83 |
| 2025-10-23 | SCHELBLE JIM S | Buy | 67 | $28.83 |
| 2025-10-23 | LEATHERS DEREK J | Buy | 87 | $28.83 |
| 2025-10-23 | MEISGEIER NATHAN J | Buy | 50 | $28.83 |
| 2025-10-23 | DOWNING ERIC J | Buy | 32 | $28.83 |
| 2025-10-03 | JOHNSON JAMES LYNN | Buy | 227 | $26.30 |
| 2025-10-03 | CALLAHAN CRAIG T | Buy | 227 | $26.30 |
| 2025-10-03 | SCHELBLE JIM S | Buy | 227 | $26.30 |
| 2025-10-03 | DOWNING ERIC J | Buy | 227 | $26.30 |
| 2025-10-03 | LEATHERS DEREK J | Buy | 223 | $26.30 |
| 2025-10-03 | MEISGEIER NATHAN J | Buy | 227 | $26.30 |
| 2025-10-03 | Mahon Daragh P | Buy | 227 | $26.30 |
| 2025-07-24 | Mahon Daragh P | Buy | 13 | $28.63 |
| 2025-07-24 | MEISGEIER NATHAN J | Buy | 49 | $28.63 |
| 2025-07-24 | SCHELBLE JIM S | Buy | 66 | $28.63 |
| 2025-07-24 | CALLAHAN CRAIG T | Buy | 25 | $28.63 |
| 2025-07-24 | LEATHERS DEREK J | Buy | 86 | $28.63 |
| 2025-07-24 | DOWNING ERIC J | Buy | 31 | $28.63 |
| 2025-07-24 | JOHNSON JAMES LYNN | Buy | 2 | $28.63 |
| 2025-07-07 | SCHELBLE JIM S | Buy | 176 | $29.14 |
| 2025-07-07 | LEATHERS DEREK J | Buy | 172 | $29.14 |
| 2025-07-07 | Mahon Daragh P | Buy | 176 | $29.14 |
| 2025-07-07 | JOHNSON JAMES LYNN | Buy | 176 | $29.14 |
| 2025-07-07 | MEISGEIER NATHAN J | Buy | 176 | $29.14 |
| 2025-07-07 | DOWNING ERIC J | Buy | 176 | $29.14 |
| 2025-07-07 | CALLAHAN CRAIG T | Buy | 176 | $29.14 |
| 2025-05-13 | HOLMES JACK A | Grant | 3.7K | — |
| 2025-05-13 | LIVINGSTONE MICHELLE DYE | Grant | 3.7K | — |
| 2025-05-13 | Arves Scott C | Grant | 3.7K | — |
| 2025-05-13 | WELLMAN ALEXI | Grant | 3.7K | — |
| 2025-05-13 | Packer Martha Gayle | Grant | 3.7K | — |
| 2025-05-13 | Greene Michelle D. | Grant | 3.7K | — |
| 2025-05-13 | Tapio Carmen A | Grant | 3.7K | — |
| 2025-05-13 | DUREN DIANE K | Grant | 3.7K | — |
| 2025-05-09 | WIKOFF CHRISTOPHER D | Tax withheld | 2.1K | $26.22 |
| 2025-05-08 | CALLAHAN CRAIG T | Buy | 27 | $25.48 |
| 2025-05-08 | SCHELBLE JIM S | Buy | 73 | $25.48 |
| 2025-05-08 | DOWNING ERIC J | Buy | 34 | $25.48 |
| 2025-05-08 | Mahon Daragh P | Buy | 13 | $25.48 |
| 2025-05-08 | JOHNSON JAMES LYNN | Buy | 1 | $25.48 |
| 2025-05-08 | LEATHERS DEREK J | Buy | 95 | $25.48 |
| 2025-05-08 | MEISGEIER NATHAN J | Buy | 54 | $25.48 |
| 2025-05-07 | NORDLUND H MARTY | Grant | 71 | $25.48 |
| 2025-04-03 | JOHNSON JAMES LYNN | Buy | 200 | $29.88 |
| 2025-04-03 | MEISGEIER NATHAN J | Buy | 200 | $29.88 |
| 2025-04-03 | DOWNING ERIC J | Buy | 200 | $29.88 |
| 2025-04-03 | Mahon Daragh P | Buy | 200 | $29.88 |
| 2025-04-03 | SCHELBLE JIM S | Buy | 200 | $29.88 |
| 2025-04-03 | CALLAHAN CRAIG T | Buy | 200 | $29.88 |
| 2025-04-03 | LEATHERS DEREK J | Buy | 196 | $29.88 |
| 2025-04-02 | NORDLUND H MARTY | Grant | 199 | $29.88 |
| 2025-02-23 | MEISGEIER NATHAN J | Tax withheld | 421 | $33.70 |
| 2025-02-23 | JOHNSON JAMES LYNN | Tax withheld | 664 | $33.70 |
| 2025-02-23 | SCHELBLE JIM S | Tax withheld | 581 | $33.70 |
| 2025-02-23 | DOWNING ERIC J | Tax withheld | 581 | $33.70 |
| 2025-02-23 | LEATHERS DEREK J | Tax withheld | 6.0K | $33.70 |
| 2025-02-23 | CALLAHAN CRAIG T | Tax withheld | 455 | $33.70 |
| 2025-02-23 | Mahon Daragh P | Tax withheld | 581 | $33.70 |
| 2025-02-13 | CALLAHAN CRAIG T | Grant | 6.0K | — |
| 2025-02-13 | LEATHERS DEREK J | Grant | 63K | — |
| 2025-02-13 | MEISGEIER NATHAN J | Grant | 9.0K | — |
| 2025-02-13 | WIKOFF CHRISTOPHER D | Grant | 7.5K | — |
| 2025-02-13 | JOHNSON JAMES LYNN | Grant | 6.0K | — |
| 2025-02-13 | DOWNING ERIC J | Grant | 7.5K | — |
| 2025-02-13 | Mahon Daragh P | Grant | 6.7K | — |
| 2025-02-09 | SCHELBLE JIM S | Tax withheld | 679 | $34.44 |
| 2025-02-09 | LEATHERS DEREK J | Tax withheld | 7.6K | $34.44 |
| 2025-02-09 | Mahon Daragh P | Tax withheld | 775 | $34.44 |
| 2025-02-09 | DOWNING ERIC J | Tax withheld | 969 | $34.44 |
| 2025-02-09 | WIKOFF CHRISTOPHER D | Tax withheld | 833 | $34.44 |
| 2025-02-09 | CALLAHAN CRAIG T | Tax withheld | 562 | $34.44 |
| 2025-02-09 | JOHNSON JAMES LYNN | Tax withheld | 834 | $34.44 |
| 2025-02-09 | MEISGEIER NATHAN J | Tax withheld | 614 | $34.44 |
| 2025-02-07 | NORDLUND H MARTY | Tax withheld | 695 | $34.44 |
| 2025-02-07 | Mahon Daragh P | Tax withheld | 624 | $34.44 |
| 2025-02-07 | JOHNSON JAMES LYNN | Tax withheld | 624 | $34.44 |
| 2025-02-07 | LEATHERS DEREK J | Tax withheld | 5.7K | $34.44 |
| 2025-02-07 | DOWNING ERIC J | Tax withheld | 463 | $34.44 |
| 2025-02-07 | CALLAHAN CRAIG T | Tax withheld | 489 | $34.44 |
| 2025-02-07 | MEISGEIER NATHAN J | Tax withheld | 395 | $34.44 |
| 2025-02-07 | SCHELBLE JIM S | Tax withheld | 624 | $34.44 |
| 2025-01-16 | LEATHERS DEREK J | Buy | 65 | $36.74 |
| 2025-01-16 | JOHNSON JAMES LYNN | Buy | 75 | $36.74 |
| 2025-01-16 | DOWNING ERIC J | Buy | 22 | $36.74 |
| 2025-01-16 | SCHELBLE JIM S | Buy | 49 | $36.74 |
| 2025-01-16 | CALLAHAN CRAIG T | Buy | 17 | $36.74 |
| 2025-01-16 | Mahon Daragh P | Buy | 8 | $36.74 |
| 2025-01-16 | MEISGEIER NATHAN J | Buy | 36 | $36.74 |
| 2025-01-15 | NORDLUND H MARTY | Grant | 48 | $36.74 |
| 2025-01-06 | JOHNSON JAMES LYNN | Buy | 140 | $36.37 |
| 2025-01-06 | LEATHERS DEREK J | Buy | 140 | $36.37 |
| 2025-01-06 | SCHELBLE JIM S | Buy | 140 | $36.37 |
| 2025-01-06 | DOWNING ERIC J | Buy | 140 | $36.37 |
| 2025-01-06 | MEISGEIER NATHAN J | Buy | 140 | $36.37 |
| 2025-01-06 | Mahon Daragh P | Buy | 140 | $36.37 |
| 2025-01-06 | CALLAHAN CRAIG T | Buy | 140 | $36.37 |
| 2025-01-03 | NORDLUND H MARTY | Grant | 140 | $36.37 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
- Dollar General 11% of rev
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-10 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-05-13 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-11 | Reg FDExhibits | filing ↗ |
| 2026-04-28 | ResultsExhibits | filing ↗ |
| 2026-04-14 | Exhibits | filing ↗ |
| 2026-02-18 | Exec/director changeExhibits | filing ↗ |
| 2026-02-05 | ResultsExhibits | filing ↗ |
| 2026-01-29 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-10 | 2026-06-05 | 0000793074-26-000120 ↗ |
| 8-K | 2026-05-13 | 2026-05-12 | 0000793074-26-000103 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0000793074-26-000098 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0000793074-26-000096 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000793074-26-000092 ↗ |
| 8-K/A | 2026-04-14 | 2026-01-27 | 0000793074-26-000090 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0000793074-26-000071 ↗ |
| 8-K | 2026-02-18 | 2026-02-12 | 0000793074-26-000049 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0000793074-26-000009 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0000793074-26-000004 ↗ |
| 8-K | 2026-01-28 | 2026-01-27 | 0000793074-26-000002 ↗ |
| 10-Q | 2025-11-07 | 2025-09-30 | 0000793074-25-000058 ↗ |