Werner Enterprises Ownership
| WERN Stock | USD 32.50 0.02 0.06% |
Shares in Circulation | First Issued 1985-06-30 | Previous Quarter 62 M | Current Value 62 M | Avarage Shares Outstanding 73.5 M | Quarterly Volatility 5.7 M |
Werner |
Werner Stock Ownership Analysis
About 96.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.38. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Werner Enterprises has Price/Earnings To Growth (PEG) ratio of 2.07. The entity last dividend was issued on the 14th of April 2025. The firm had 5:4 split on the 1st of October 2003. Werner Enterprises, Inc., a transportation and logistics company, engages in transporting truckload shipments of general commodities in interstate and intrastate commerce in the United States, Mexico, and internationally. Werner Enterprises, Inc. was founded in 1956 and is headquartered in Omaha, Nebraska. Werner Enterprise operates under Trucking classification in the United States and is traded on NASDAQ Exchange. It employs 14000 people. For more information please call Clarence Werner at 402 895 6640 or visit https://www.werner.com.Besides selling stocks to institutional investors, Werner Enterprises also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Werner Enterprises' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Werner Enterprises' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Werner Enterprises Quarterly Liabilities And Stockholders Equity |
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Werner Enterprises Insider Trades History
About 4.0% of Werner Enterprises are currently held by insiders. Unlike Werner Enterprises' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Werner Enterprises' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Werner Enterprises' insider trades
Werner Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Werner Enterprises is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Werner Enterprises backward and forwards among themselves. Werner Enterprises' institutional investor refers to the entity that pools money to purchase Werner Enterprises' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | First Trust Advisors L.p. | 2024-12-31 | 1.3 M | Goldman Sachs Group Inc | 2024-12-31 | 1.1 M | Maple Rock Capital Partners, Inc. | 2024-12-31 | 981.5 K | Wellington Management Company Llp | 2024-12-31 | 880.7 K | William Blair Investment Management, Llc | 2024-12-31 | 735.7 K | Charles Schwab Investment Management Inc | 2024-12-31 | 704.2 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 691.3 K | Northern Trust Corp | 2024-12-31 | 669.4 K | Bank Of New York Mellon Corp | 2024-12-31 | 631.7 K | Blackrock Inc | 2024-12-31 | 10 M | Vanguard Group Inc | 2024-12-31 | 6.7 M |
Werner Enterprises Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Werner Enterprises insiders, such as employees or executives, is commonly permitted as long as it does not rely on Werner Enterprises' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Werner Enterprises insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Werner Enterprises Outstanding Bonds
Werner Enterprises issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Werner Enterprises uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Werner bonds can be classified according to their maturity, which is the date when Werner Enterprises has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Werner Enterprises Corporate Filings
10K | 26th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 19th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 12th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Werner Enterprises
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Werner Enterprises position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Werner Enterprises will appreciate offsetting losses from the drop in the long position's value.Moving together with Werner Stock
Moving against Werner Stock
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The ability to find closely correlated positions to Werner Enterprises could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Werner Enterprises when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Werner Enterprises - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Werner Enterprises to buy it.
The correlation of Werner Enterprises is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Werner Enterprises moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Werner Enterprises moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Werner Enterprises can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Werner Enterprises. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Werner Stock, please use our How to Invest in Werner Enterprises guide.You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Is Cargo Ground Transportation space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Werner Enterprises. If investors know Werner will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Werner Enterprises listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.49) | Dividend Share 0.55 | Revenue Per Share | Quarterly Revenue Growth (0.08) | Return On Assets |
The market value of Werner Enterprises is measured differently than its book value, which is the value of Werner that is recorded on the company's balance sheet. Investors also form their own opinion of Werner Enterprises' value that differs from its market value or its book value, called intrinsic value, which is Werner Enterprises' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Werner Enterprises' market value can be influenced by many factors that don't directly affect Werner Enterprises' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Werner Enterprises' value and its price as these two are different measures arrived at by different means. Investors typically determine if Werner Enterprises is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Werner Enterprises' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.