WERNNasdaqTrucking (No Local)Fiscal year ends December 31
WERNER ENTERPRISES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$30.22−2.59 (-7.89%)
Close on Oct 19, 2026
- Market cap
- $1.82B
- P/E (TTM)
- –
- Dividend yield
- 1.85%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
68M of 60M shares
Institutional holders
268
64 new, 31 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
7 buys · 3 sales
Net sold $132.24K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,877,239 | 14.40% | 13G (passive) amendment | Jun 30, 2025 |
| FMR LLC | 4,808,025 | 8.00% | 13G (passive) amendment | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 3,811,264 | 6.00% | 13G (passive) amendment | Dec 29, 2023 |
| Abigail P. Johnson | 3,765,724 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 3,553,077 | 5.93% | 13G (passive) | Mar 31, 2026 |
| The Charger Corporation | 3,108,589 | 5.20% | 13G (passive) | Sep 30, 2025 |
| DePrince, Race & Zollo, Inc. | 3,055,017 | 5.10% | 13G (passive) | Apr 13, 2026 |
| Vanguard Capital Management | 3,049,778 | 5.09% | 13G (passive) | Mar 31, 2026 |
| American Century Investment Management, Inc. | 3,048,390 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WERN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,405,606 | 17.35% | $453.79M | +1,563,170 | 0.01% |
| Dimensional Fund Advisors LP | 3,835,957 | 6.40% | $167.29M | +41,205 | 0.03% |
| FMR LLC | 3,765,725 | 6.28% | $164.22M | −1,042,300 | 0.01% |
| Vanguard Portfolio Management LLC | 3,724,473 | 6.21% | $162.42M | +198,083 | 0.01% |
| American Century Companies Inc | 3,048,390 | 5.08% | $132.94M | +361,624 | 0.06% |
| Deprince Race & Zollo Inc | 2,991,056 | 4.99% | $130.44M | −63,961 | 2.19% |
| Vanguard Capital Management LLC | 2,702,777 | 4.51% | $117.87M | +102,883 | 0.00% |
| State Street Corp | 2,637,086 | 4.40% | $115.00M | +79,075 | 0.00% |
| First Trust Advisors LP | 2,113,286 | 3.52% | $92.16M | +192,134 | 0.05% |
| Victory Capital Management Inc | 1,995,207 | 3.33% | $87.01M | −361,767 | 0.05% |
| Jacobs Levy Equity Management, Inc | 1,717,200 | 2.86% | $74.89M | +607,877 | 0.27% |
| Goldman Sachs Group Inc | 1,628,327 | 2.71% | $71.01M | +1,329,323 | 0.01% |
| Geode Capital Management, LLC | 1,605,697 | 2.68% | $70.04M | +102,479 | 0.00% |
| Invesco Ltd. | 1,518,926 | 2.53% | $66.24M | +22,091 | 0.01% |
| Maple Rock Capital Partners Inc. | 1,366,167 | 2.28% | $59.58M | +812,800 | 1.17% |
| Charles Schwab Investment Management Inc | 1,317,514 | 2.20% | $57.46M | −135,919 | 0.01% |
| Allianz Asset Management GmbH | 1,113,218 | 1.86% | $48.55M | −4,104 | 0.04% |
| Ameriprise Financial Inc | 874,870 | 1.46% | $38.15M | +102,080 | 0.01% |
| Nomura Asset Management International Inc. | 873,270 | 1.46% | $38.08M | +89,306 | 0.06% |
| Russell Investments Group, Ltd. | 872,522 | 1.45% | $38.05M | +8,893 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 268 | 68M | 100.0% | 64 / 102 | 73 / 31 | 10M | 7M |
| Q1 2026 | 241 | 65M | 100.0% | 52 / 85 | 71 / 28 | 16M | 9M |
| Q4 2025 | 220 | 64M | 100.0% | 43 / 74 | 84 / 47 | 13M | 8M |
| Q3 2025 | 226 | 59M | 99.0% | 27 / 77 | 97 / 37 | 4M | 6M |
| Q2 2025 | 238 | 61M | 100.0% | 36 / 93 | 82 / 51 | 7M | 6M |
| Q1 2025 | 255 | 60M | 99.6% | 45 / 88 | 89 / 42 | 6M | 7M |
| Q4 2024 | 256 | 61M | 100.0% | 40 / 104 | 72 / 37 | 4M | 2M |
| Q3 2024 | 255 | 58M | 96.8% | 45 / 87 | 90 / 28 | 14M | 3M |
| Q2 2024 | 241 | 58M | 96.0% | 42 / 93 | 82 / 47 | 7M | 6M |
| Q1 2024 | 250 | 57M | 94.8% | 34 / 100 | 85 / 29 | 5M | 4M |
| Q4 2023 | 247 | 55M | 92.4% | 34 / 100 | 82 / 38 | 7M | 5M |
| Q3 2023 | 252 | 53M | 89.2% | 30 / 114 | 82 / 42 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WERN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,612,325 | 6.02% | $157.53M | 0.14% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 2,484,291 | 4.14% | $103.12M | 0.38% | May 31, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 1,962,994 | 3.27% | $85.61M | 0.75% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,906,504 | 3.18% | $83.14M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,585,999 | 2.64% | $69.17M | 0.08% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 1,420,000 | 2.37% | $61.93M | 1.32% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,370,939 | 2.29% | $59.79M | 0.03% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 1,245,928 | 2.08% | $46.62M | 0.42% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 870,944 | 1.45% | $37.98M | 0.06% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 834,678 | 1.39% | $31.23M | 0.16% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 787,900 | 1.31% | $32.71M | 0.01% | May 31, 2026 |
| PIMCO RAE US Small Fund | 718,984 | 1.20% | $31.35M | 0.83% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 688,143 | 1.15% | $30.01M | 0.03% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 666,919 | 1.11% | $24.96M | 0.67% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 664,085 | 1.11% | $24.85M | 0.07% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Derek J. Leathers | CEO & Chairman, Director | 540,656 | 0.90% | Jul 14, 2026 |
| Jim S. Schelble | Exec VP & Chief Admin Officer | 70,500 | 0.12% | Jun 16, 2026 |
| Christopher D. Wikoff | Exec VP - Treasurer & CFO | 39,783 | 0.07% | May 12, 2026 |
| Alan G. Colson | Vice President and Controller | 2,519 | 0.00% | Mar 5, 2026 |
| Daragh P. Mahon | Executive Vice President & CIO | 41,056 | 0.07% | Feb 25, 2026 |
| James Lynn Johnson | Exec VP - Chief Acctg Officer | 98,228 | 0.16% | Feb 25, 2026 |
| Craig T. Callahan | Exec VP-Chief Commercial Offcr | 69,259 | 0.12% | Feb 25, 2026 |
| Nathan J. Meisgeier | President and CLO | 79,156 | 0.13% | Feb 25, 2026 |
| Eric J. Downing | Exec VP and COO | 55,365 | 0.09% | Feb 23, 2026 |
| H. Marty Nordlund | Exec VP Strategic Partnerships | 60,909 | 0.10% | Jun 30, 2025 |
| Jack A. Holmes | Director | 13,532 | 0.02% | Aug 11, 2026 |
| Paul A. Hoelting | Director | 2,058 | 0.00% | Aug 10, 2026 |
| Diane K. Duren | Director | 30,007 | 0.05% | May 14, 2026 |
| Scott C. Arves | Director | 17,513 | 0.03% | May 14, 2026 |
| Michelle D. Greene | Director | 10,854 | 0.02% | May 14, 2026 |
| Alexi Wellman | Director | 15,963 | 0.03% | May 14, 2026 |
| Michelle Dye Livingstone | Director | 14,154 | 0.02% | May 14, 2026 |
| Martha Gayle Packer | Director | 6,731 | 0.01% | May 14, 2026 |
| Carmen A. Tapio | Director | 15,003 | 0.03% | May 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul A. Hoelting Director | Aug 7, 2026 | Award | +2,058 | – | – | 2,058 |
| Jack A. Holmes Director | Jul 27, 2026 | Other | −2,696 | – | – | 13,532 |
| Derek J. Leathers CEO & Chairman, Director | Jul 13, 2026 | Other | −26,250 | – | – | 28,129 |
| Derek J. Leathers CEO & Chairman, Director | Jul 13, 2026 | Other | −6,019 | – | – | 0 |
| Derek J. Leathers CEO & Chairman, Director | Jul 13, 2026 | Other | +59,869 | – | – | 491,087 |
| Derek J. Leathers CEO & Chairman, Director | Jul 13, 2026 | Other | −27,600 | – | – | 21,440 |
| Jim S. Schelble Exec VP & Chief Admin Officer | Jun 12, 2026 | Sale | −933 | $43.93 | $40.99K | 70,500 |
| Scott C. Arves Director | May 12, 2026 | Award | +3,025 | – | – | 17,513 |
| Michelle Dye Livingstone Director | May 12, 2026 | Award | +3,025 | – | – | 14,154 |
| Alexi Wellman Director | May 12, 2026 | Award | +3,025 | – | – | 15,963 |
| Diane K. Duren Director | May 12, 2026 | Award | +3,025 | – | – | 30,007 |
| Michelle D. Greene Director | May 12, 2026 | Award | +3,025 | – | – | 10,854 |
| Martha Gayle Packer Director | May 12, 2026 | Award | +3,025 | – | – | 6,731 |
| Jack A. Holmes Director | May 12, 2026 | Award | +3,025 | – | – | 16,228 |
| Christopher D. Wikoff Exec VP - Treasurer & CFO | May 9, 2026 | Tax withholding | −1,948 | $36.42 | $70.95K | 39,783 |
| Derek J. Leathers CEO & Chairman, Director | Feb 23, 2026 | Tax withholding | −5,980 | $32.80 | $196.14K | 300,656 |
| Craig T. Callahan Exec VP-Chief Commercial Offcr | Feb 23, 2026 | Tax withholding | −581 | $32.80 | $19.06K | 69,200 |
| James Lynn Johnson Exec VP - Chief Acctg Officer | Feb 23, 2026 | Tax withholding | −664 | $32.80 | $21.78K | 98,228 |
| Daragh P. Mahon Executive Vice President & CIO | Feb 23, 2026 | Tax withholding | −581 | $32.80 | $19.06K | 41,056 |
| Nathan J. Meisgeier President and CLO | Feb 23, 2026 | Tax withholding | −664 | $32.80 | $21.78K | 79,156 |
| Jim S. Schelble Exec VP & Chief Admin Officer | Feb 23, 2026 | Tax withholding | −581 | $32.80 | $19.06K | 71,433 |
| Eric J. Downing Exec VP and COO | Feb 23, 2026 | Tax withholding | −581 | $32.80 | $19.06K | 55,365 |
| Eric J. Downing Exec VP and COO | Feb 20, 2026 | Sale | −1,418 | $34.78 | $49.32K | 55,946 |
| Eric J. Downing Exec VP and COO | Feb 19, 2026 | Sale | −1,428 | $35.00 | $49.98K | 57,364 |
| Derek J. Leathers CEO & Chairman, Director | Feb 13, 2026 | Tax withholding | −9,911 | $33.21 | $329.14K | 306,636 |
| Craig T. Callahan Exec VP-Chief Commercial Offcr | Feb 13, 2026 | Tax withholding | −943 | $33.21 | $31.32K | 69,781 |
| Daragh P. Mahon Executive Vice President & CIO | Feb 13, 2026 | Tax withholding | −1,061 | $33.21 | $35.24K | 41,637 |
| Christopher D. Wikoff Exec VP - Treasurer & CFO | Feb 13, 2026 | Tax withholding | −1,179 | $33.21 | $39.15K | 41,731 |
| Eric J. Downing Exec VP and COO | Feb 13, 2026 | Tax withholding | −1,179 | $33.21 | $39.15K | 58,792 |
| James Lynn Johnson Exec VP - Chief Acctg Officer | Feb 13, 2026 | Tax withholding | −943 | $33.21 | $31.32K | 98,892 |
| Nathan J. Meisgeier President and CLO | Feb 13, 2026 | Tax withholding | −1,415 | $33.21 | $46.99K | 79,820 |
| Derek J. Leathers CEO & Chairman, Director | Feb 12, 2026 | Award | +66,572 | – | – | 316,547 |
| Craig T. Callahan Exec VP-Chief Commercial Offcr | Feb 12, 2026 | Award | +6,340 | – | – | 70,724 |
| Daragh P. Mahon Executive Vice President & CIO | Feb 12, 2026 | Award | +7,133 | – | – | 42,698 |
| Christopher D. Wikoff Exec VP - Treasurer & CFO | Feb 12, 2026 | Award | +7,925 | – | – | 42,910 |
| Eric J. Downing Exec VP and COO | Feb 12, 2026 | Award | +7,925 | – | – | 59,971 |
| Nathan J. Meisgeier President and CLO | Feb 12, 2026 | Award | +9,510 | – | – | 81,235 |
| Jim S. Schelble Exec VP & Chief Admin Officer | Feb 9, 2026 | Tax withholding | −657 | $35.57 | $23.37K | 72,014 |
| Christopher D. Wikoff Exec VP - Treasurer & CFO | Feb 9, 2026 | Tax withholding | −809 | $35.57 | $28.78K | 34,985 |
| James Lynn Johnson Exec VP - Chief Acctg Officer | Feb 9, 2026 | Tax withholding | −809 | $35.57 | $28.78K | 99,835 |
| Nathan J. Meisgeier President and CLO | Feb 9, 2026 | Tax withholding | −941 | $35.57 | $33.47K | 71,725 |
| Derek J. Leathers CEO & Chairman, Director | Feb 9, 2026 | Tax withholding | −7,345 | $35.57 | $261.26K | 249,975 |
| Craig T. Callahan Exec VP-Chief Commercial Offcr | Feb 9, 2026 | Tax withholding | −696 | $35.57 | $24.76K | 64,384 |
| Daragh P. Mahon Executive Vice President & CIO | Feb 9, 2026 | Tax withholding | −753 | $35.57 | $26.78K | 35,565 |
| Eric J. Downing Exec VP and COO | Feb 9, 2026 | Tax withholding | −941 | $35.57 | $33.47K | 52,046 |
| Nathan J. Meisgeier President and CLO | Oct 23, 2025 | Buy | +50.4 | $28.83 | $1.45K | 72,666 |
| Jim S. Schelble Exec VP & Chief Admin Officer | Oct 23, 2025 | Buy | +67.04 | $28.83 | $1.93K | 72,671 |
| Daragh P. Mahon Executive Vice President & CIO | Oct 23, 2025 | Buy | +13.81 | $28.83 | $398 | 36,318 |
| Derek J. Leathers CEO & Chairman, Director | Oct 23, 2025 | Buy | +86.96 | $28.83 | $2.51K | 257,320 |
| Eric J. Downing Exec VP and COO | Oct 23, 2025 | Buy | +32.03 | $28.83 | $923 | 52,987 |
| James Lynn Johnson Exec VP - Chief Acctg Officer | Oct 23, 2025 | Buy | +2.95 | $28.83 | $85 | 100,644 |
| Craig T. Callahan Exec VP-Chief Commercial Offcr | Oct 23, 2025 | Buy | +26.01 | $28.83 | $750 | 65,080 |
| Nathan J. Meisgeier President and CLO | Oct 3, 2025 | Buy | +227.35 | $26.30 | $5.98K | 72,615 |
| Jim S. Schelble Exec VP & Chief Admin Officer | Oct 3, 2025 | Buy | +227.35 | $26.30 | $5.98K | 72,604 |
| Daragh P. Mahon Executive Vice President & CIO | Oct 3, 2025 | Buy | +227.35 | $26.30 | $5.98K | 36,304 |
| Derek J. Leathers CEO & Chairman, Director | Oct 3, 2025 | Buy | +222.54 | $26.30 | $5.85K | 257,233 |
| Eric J. Downing Exec VP and COO | Oct 3, 2025 | Buy | +227.35 | $26.30 | $5.98K | 52,955 |
| James Lynn Johnson Exec VP - Chief Acctg Officer | Oct 3, 2025 | Buy | +227.35 | $26.30 | $5.98K | 100,641 |
| Craig T. Callahan Exec VP-Chief Commercial Offcr | Oct 3, 2025 | Buy | +227.35 | $26.30 | $5.98K | 65,054 |
| Nathan J. Meisgeier President and CLO | Jul 24, 2025 | Buy | +49.39 | $28.63 | $1.41K | 72,388 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jim S. Schelble Officer | Jun 12, 2026 | 933 | $44 | Jun 12, 2026 | Restricted Stock Award |
| Eric J. Downing Officer | Feb 20, 2026 | 1,418 | $49.63K | Feb 20, 2026 | Restricted Stock Award |
| Eric J. Downing Officer | Feb 19, 2026 | 1,428 | $50.00K | Feb 19, 2026 | Restricted Stock Award |
| Eric J. Downing Officer | Feb 13, 2026 | 1,428 | $50.00K | Feb 13, 2026 | Restricted Stock Award |