WERN at a glance
WERNER ENTERPRISES INC (WERN, SEC CIK 793074) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as August 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), WERNER ENTERPRISES INC (WERN) reported revenue of $2.9 billion (down 1.9% from FY2024) and a net loss of $14.4 million. Diluted EPS was -$0.24.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding WERNER ENTERPRISES INC (WERN) shares worth $1.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SCHELBLE JIM S on June 12, 2026 of 933 shares at $43.93 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.9B
- −1.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $1.6B · −1 vs prior quarter
- Latest 8-K
- Aug 24, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Transportation and logistics services with company-owned fleet operations
- Emphasis on ESG and sustainability programs amid growing investor and stakeholder scrutiny this year
- Increased risk exposure from environmental laws and hazardous material handling at industrial terminals
- Notable risk from rising insurance claims, premiums, and potential uninsured liabilities impacting operating results
- Sensitivity to used equipment market demand affecting asset sales since 1992 via Werner Fleet Sales subsidiary
Risk Factors
- Regulatory/legal risk: Abarca et al. v. Werner class action settlement of $18M plus $3.4M legal fees in 2025 impacting operating expenses
- Macroeconomic/geopolitical threat: Trucking industry bankruptcies rising in 2025, further limiting capacity amid regulatory actions on non-domiciled CDLs and B1 Visas
- Operational/supply chain vulnerability: Dependence on qualified third-party capacity providers for Werner Logistics segment, with 85.8% of expenses in 2025 from purchased transportation
- Competitive/market disruption risk: One-Way Truckload segment restructuring in Q4 2025 to cut unprofitable freight and shift fleet to specialized Expedited and team capacity
- Financial/structural risk: Net debt ratio 2.0x EBITDA with $752M debt and $702M liquidity as of end 2025, paying $8.4M quarterly dividends since 1987
Management Discussion & Analysis
- Revenue not explicitly stated, but largest 50 customers accounted for 78% of 2025 revenues, largest customer Dollar General 11%
- Profitability impacted by fuel price increases, driver recruitment costs; no specific margin % changes disclosed
- Werner Logistics segment dependent on third-party capacity, risk of cost increases; TTS segment faces intense competition affecting rates and volumes
- No derivative instruments to hedge fuel price risk as of Dec 31, 2025; no explicit cash flow, buyback, dividend, or capex figures provided
- Key risks include economic/geopolitical conditions, driver shortages, fuel price volatility, competitive pressures, and uncertainty from trade regulation changes such as tariffs
AI summary of the WERN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- FirstFleet acquired January 27, 2026 for $245.0 million plus $37.8 million real estate
- Acquisition added approximately 2,400 tractors, 11,000 trailers, and 37 properties
- Financing included cash on hand, revolving credit facility, and $57.2 million assumed finance lease liabilities
Risk Factors
- New acquisition risk triggered by FirstFleet deal: integration of 11 locations could cause service disruptions
- Most material update: FirstFleet integration may be costly, difficult, and time-consuming, delaying anticipated benefits
- Financial risk: increased leverage from FirstFleet could restrict access to future capital
- Operational risk: customer losses could reduce expected FirstFleet acquisition benefits and cost savings
AI summary of the WERN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Forward-looking statements tied to the webcast and related press release, subject to material execution and business risks
- Investors should reference WERN’s latest Form 10-K and subsequent Form 10-Q filings for risk factors
Item EX-99.1: Item EX-99.1
- Paul Hoelting appointed to Werner’s Board, filling a Class I directorship vacancy
- More than 30 years of transportation-sector C-suite experience, including TForce Freight and UPS Freight
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Paul Hoelting appointed to fill a Class I Board vacancy, expanding independent director oversight
- Annual compensation: $75,000 cash retainer plus $100,000 restricted stock award vesting over three years
AI summaries of WERN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WERN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hoelting Paul A | A | Aug 7, 2026 | 2,058 | - |
| HOLMES JACK A | J | Jul 27, 2026 | 2,696 | - |
| LEATHERS DEREK J | J | Jul 13, 2026 | 6,019 | - |
| LEATHERS DEREK J | J | Jul 13, 2026 | 26,250 | - |
| LEATHERS DEREK J | J | Jul 13, 2026 | 59,869 | - |
| LEATHERS DEREK J | J | Jul 13, 2026 | 27,600 | - |
| SCHELBLE JIM S | Sell | Jun 12, 2026 | 933 | $43.93 |
| DUREN DIANE K | A | May 12, 2026 | 3,025 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.0B | $2.9B |
| Operating Income | - | $66.1M | $11.7M |
| Net Income | $112.4M | $34.2M | -$14.4M |
| Op. Margin | - | 2.2% | 0.4% |
| Net Margin | - | 1.2% | -0.5% |
| Balance Sheet | |||
| Total Assets | $3.2B | $3.1B | $2.9B |
| Equity | - | $1.5B | $1.4B |
| ROE | - | 2.4% | -1.1% |
| Per Share | |||
| EPS | $1.76 | $0.55 | $-0.24 |
| Cash Flow | |||
| Operating CF | - | $329.7M | $181.8M |
| CapEx | $598.8M | $413.8M | $250.4M |
Source: XBRL data in WERNER ENTERPRISES INC (WERN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WERN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.56B |
| Q1 2026 | 30 | $973.9M |
| Q4 2025 | 28 | $978.4M |
| Q3 2025 | 27 | $784.4M |
| Q2 2025 | 26 | $798.4M |
| Q1 2025 | 24 | $533.4M |
| Q4 2024 | 20 | $600.2M |
| Q3 2024 | 18 | $367.2M |
- BlackRock+1.56M (+18%)
- Goldman Sachs Group+1.33M (+445%)
- Vanguard Portfolio Management LLC+198.1K (+6%)
- Bank of America Corp+106.3K (+22%)
- Citadel Advisors LLC+103.5K (+65%)
- FMR LLC (Fidelity)−1.04M (-22%)
- Franklin Resources−103.7K (-88%)
- Millennium Management−54.8K (-7%)
- Raymond James Financial−32.2K (-19%)
- Two Sigma Investments−26.7K (-10%)
- Renaissance Technologies LLC−38.1K
- Mangrove Partners−28.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 202 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WERN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| SC 13G | Apr 28, 2026 | - | - | |
| 8-K | Apr 14, 2026 | - | Analysis | - |
| 10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 25, 2026 | - | - | - |
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WERN SEC filings: frequently asked questions
Which institutions hold WERN stock?
As of June 30, 2026, the largest WERNER ENTERPRISES INC (WERN) holders among the 13F filers tracked by SignalX were BlackRock ($453.8 million), Dimensional Fund Advisors ($167.3 million), FMR LLC (Fidelity) ($164.2 million), Vanguard Portfolio Management LLC ($162.4 million), Vanguard Capital Management LLC ($117.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WERN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), WERNER ENTERPRISES INC (WERN) reported revenue of $2.9 billion (down 1.9% from FY2024) and a net loss of $14.4 million. Diluted EPS was -$0.24. The figures come from the XBRL data in the 10-K.
What are the main risks in WERN's latest 10-K?
In the 10-K filed February 26, 2026, WERNER ENTERPRISES INC (WERN) flagged: Regulatory/legal risk: Abarca et al. v. Werner class action settlement of $18M plus $3.4M legal fees in 2025 impacting operating expenses. Macroeconomic/geopolitical threat: Trucking industry bankruptcies rising in 2025, further limiting capacity amid regulatory actions on non-domiciled CDLs and B1 Visas. (AI summary of the Risk Factors section.)
What did WERN report in its latest 8-K?
WERNER ENTERPRISES INC (WERN) filed an 8-K on August 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). Forward-looking statements tied to the webcast and related press release, subject to material execution and business risks.
What are the latest WERN SEC filings?
WERNER ENTERPRISES INC (WERN) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on August 11, 2026.
What is WERN's SEC CIK number?
WERNER ENTERPRISES INC (WERN)'s SEC Central Index Key (CIK) is 793074. EDGAR lists every WERN filing under that number.
Ask anything about WERN
The research agent reads WERN's filings, financials, insider trades and 13F holders, then answers with sources.