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WEN Wendy`s

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It offers hamburgers and related products, such as chicken breast sandwiches, nuggets, chili, and baked potatoes, French fries, freshly prepared salads, soft drinks, milk, coffee, frosty deserts and kid’s meals. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Company profile

Ticker
WEN
Exchange
NASDAQ
Website
www.aboutwendys.com/
CEO
Todd Penegor
Employees
Incorporated
Delaware
Location
Ohio
Fiscal year end
Jan 03
Sector
Accommodation and Food Services > Full-Service Restaurants
Industry (SIC)
Retail - Eating & Drinking Places
Starbucks • Drive Shack • Dunkin Brands • Cannae • iPic Entertainment • Shake Shack • Amergent Hospitality • Muscle Maker • Giggles N' Hugs • SPYR ...
Former names
TRIARC COMPANIES INC, WENDY'S/ARBY'S GROUP, INC.
SEC CIK
0000030697
Corporate docs
IRS number
380471180

WEN stock data

(
)

News

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Benzinga's Top Ratings Upgrades, Downgrades For March 22, 2021
22 Mar 21
Argus Research Downgrades Wendy's to Hold
22 Mar 21
Argus Research analyst John Staszak downgrades Wendy's (NASDAQ:WEN) from Buy to Hold.
Cleveland Research Initiates Coverage On Wendy's with Neutral Rating
12 Mar 21
Cleveland Research analyst Steven Gojak initiates coverage on Wendy's (NASDAQ:WEN) with a Neutral rating.
Steal This Chicken (Sandwich): As Competition Mounts, Will Customers Be Loyal?
8 Mar 21
A Look Into Wendy's Price Over Earnings
4 Mar 21

Press releases

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The Wendy's Company to Report First Quarter 2021 Results on May 12
14 Apr 21
DUBLIN, Ohio, April 14, 2021 /PRNewswire/ -- The Wendy's Company (NASDAQ:WEN) will release its first quarter 2021 results before the market opens on Wednesday, May 12. The Company will host a conference call that
Major Bag Alert: Wendy's Fan-Favorite Bacon Double Stack™ Is Back in the Biggie™ Bag
5 Apr 21
DUBLIN, Ohio, April 5, 2021 /PRNewswire/ -- WHAT: Wendy's® is giving fans a chance to
The Wendy's Company Names Dr. Beverly Stallings-johnson Chief Diversity, Equity & Inclusion Officer
8 Mar 21
DUBLIN, Ohio, March 8, 2021 /PRNewswire/ -- The Wendy's Company (NASDAQ:WEN) announced the appointment of Dr. Beverly Stallings-Johnson to the newly created position of Vice President, Chief Diversity, Equity &
The Wendy's Company Reports Fourth Quarter And Full Year 2020 Results
3 Mar 21
The Wendy's Co. to Host Earnings Call
3 Mar 21

Calendar

3 Mar 21
17 Apr 21
3 Jan 22

Financial summary

Financial statements Chart WEN financial data
Quarter (USD)
 Jan 21 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
 Jan 21 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Wendy`s earnings reports.

Recent insider trades

WEN insider ownership history Insider history
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
7 Apr 21 Mathews-Spradlin Mich J Common Stock Grant Aquire A No No 20.58 1,075 22.12K 46,632
7 Apr 21 Nelson Peltz Common Stock Grant Aquire A No No 20.58 819 16.86K 9,934,882
7 Apr 21 Peltz Matthew H. Common Stock Grant Aquire A No No 20.58 947 19.49K 64,742
7 Apr 21 May Peter W Common Stock Grant Aquire A No No 20.58 1,226 25.23K 5,458,624
15 Mar 21 Levato Joseph A RSU Common Stock Grant Aquire A No No 0 26 0 145,739
15 Mar 21 Levato Joseph A RSU Common Stock Grant Aquire A No No 0 31 0 145,713
15 Mar 21 Levato Joseph A RSU Common Stock Grant Aquire A No No 0 29 0 145,682
15 Mar 21 Levato Joseph A RSU Common Stock Grant Aquire A No No 0 39 0 145,653
15 Mar 21 Levato Joseph A RSU Common Stock Grant Aquire A No No 0 37 0 145,614
15 Mar 21 Levato Joseph A RSU Common Stock Grant Aquire A No No 0 44 0 145,577
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

WEN institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

72.5% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 323 305 +5.9%
Opened positions 52 38 +36.8%
Closed positions 34 58 -41.4%
Increased positions 101 93 +8.6%
Reduced positions 102 99 +3.0%
13F shares
 Current Prev Q Change
Total value 4.02B 3.52B +14.2%
Total shares 160.91M 157.85M +1.9%
Total puts 1.38M 1.48M -6.7%
Total calls 930.4K 1.49M -37.6%
Total put/call ratio 1.5 1.0 +49.5%
Largest owners
 Shares Value Change
Trian Fund Management 26.63M $583.74M 0.0%
BLK Blackrock 18.49M $405.27M +10.1%
Vanguard 17.4M $381.52M +2.0%
JPM JPMorgan Chase & Co. 5.92M $129.67M +22.8%
Arrowstreet Capital, Limited Partnership 5.31M $116.33M +12.4%
STT State Street 4.33M $95.01M +2.1%
JHG Janus Henderson 4.27M $93.53M -3.6%
Two Sigma Investments 4.18M $91.58M -1.9%
TROW T. Rowe Price 3.86M $84.69M +0.8%
Dimensional Fund Advisors 3.74M $81.92M -0.2%
Largest transactions
 Shares Bought/sold Change
FMR 3.53M -3.09M -46.7%
Citadel Advisors 477.65K -2.95M -86.1%
BLK Blackrock 18.49M +1.7M +10.1%
Migdal Insurance & Financial 1.5M +1.5M NEW
Balyasny Asset Management 1.58M +1.48M +1488.7%
Norges Bank 1.46M +1.46M NEW
IVZ Invesco 1.95M -1.34M -40.7%
Duquesne Family Office 0 -1.17M EXIT
Millennium Management 1.25M +1.15M +1124.9%
JPM JPMorgan Chase & Co. 5.92M +1.1M +22.8%
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.
Content analysis
?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. junior Avg
New words: abate, abated, abating, abide, Abigail, addressing, age, app, apparent, audience, authentic, authoritative, auto, avoid, ban, beloved, benchmarking, beneficiary, bid, Black, Blog, Cab, carbon, career, carryout, celebrate, central, color, consortium, content, controversial, CREST, curbside, curriculum, curtail, dark, DealTM, deferral, dental, dissemination, distancing, double, downturn, drawdown, drew, duration, dynamic, enrolled, escrow, ethnicity, evolve, evolved, exacerbated, face, faced, Fast, fault, FDD, flat, Flynn, footprint, fortunate, fostering, FRG, FTC, gender, great, greatest, handwashing, healthy, heightened, heightening, highlight, hygiene, illegal, inaccurate, inadequacy, insolvency, irresponsible, isolated, joy, Kevin, labeling, lapping, leader, learning, led, LGBTQ, macroeconomic, mask, meaningful, mediation, men, mindset, nominal, nonrecurring, NPD, occasionally, occupied, online, onset, onsite, orientation, outperform, pandemic, payroll, perspective, phased, pipeline, popularity, population, PPE, precautionary, prequalified, prescription, Pringle, provincial, QIP, quarantine, race, rapidly, recommended, recovery, reinforced, reluctant, rescission, resist, Resource, restitution, resumed, retraining, robust, role, sexual, shipping, sick, spread, stay, staying, stop, strain, strict, strive, supplier, survey, suspended, suspension, telehealth, temporarily, tenant, Thing, thriving, traditionally, travel, treating, treatment, trust, turnover, twelve, unethical, University, Vasconi, vast, VIE, vii, vision, voluntary, WCDN, wear, WeBERG, WenGEN, WeQual, white, women, workforce, worldwide, Yellow, Young
Removed: agree, aircraft, amplify, appoint, assure, attack, attractive, bakery, borrowed, buyout, certify, complying, compromise, consecutive, consultation, cooperative, DavCo, deployment, designated, DGCL, disabled, discovered, disproportionate, drop, engine, executing, existed, failed, feed, FI, filer, format, fraudulent, gaining, guest, hardship, history, improper, inappropriate, inception, induce, integrity, intention, intentional, interpretation, Jonathan, legislative, listing, longer, malware, manipulation, membership, Middle, nationwide, Neighborhood, par, potentially, principle, proceeding, promised, recently, reclassification, remained, remote, removal, representation, revaluation, revise, safeguard, salaried, satisfactory, shell, similarly, smaller, steal, subleasing, submit, substance, unattractive, unintentional, unpredictable, unusual, upgrading, utilized, variant, war, Washington, Western, withholding
From filing 10-K 2020 FY

Financial reports

View all
10-K
2020 FY
Annual report
3 Mar 21
10-Q
2020 Q3
Quarterly report
4 Nov 20
10-Q
2020 Q2
Quarterly report
5 Aug 20
10-Q
2020 Q1
Quarterly report
6 May 20
10-K
2019 FY
Annual report
26 Feb 20
10-Q
2019 Q3
Quarterly report
6 Nov 19
10-Q
2019 Q2
Quarterly report
7 Aug 19
10-Q
2019 Q1
Quarterly report
8 May 19
10-K
2018 FY
Annual report
27 Feb 19
10-Q
2018 Q3
Quarterly report
6 Nov 18

Current reports

View all
8-K
The Wendy’s Company Reports Fourth Quarter and Full Year 2020 Results
3 Mar 21
8-K
Regulation FD Disclosure
7 Jan 21
8-K
Regulation FD Disclosure
19 Nov 20
8-K
The Wendy’s Company Reports Third Quarter 2020 Results
4 Nov 20
8-K
Regulation FD Disclosure
2 Nov 20
8-K
The Wendy’s Company Names Kevin Vasconi Chief Information Officer
19 Oct 20
8-K
The Wendy’s Company Reports Second Quarter 2020 Results
5 Aug 20
8-K
Entry into a Material Definitive Agreement
18 Jun 20
8-K
The Wendy’s Company Provides Update ONCOVID-19
8 Jun 20
8-K
Departure of Directors or Certain Officers
28 May 20

Registration and prospectus

View all
S-8 POS
Registration of securities for employees (post-effective amendment)
27 May 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-3ASR
Automatic shelf registration
21 Dec 18
SC TO-I/A
Issuer tender offer statement (amended)
7 Jul 15
SC TO-I/A
Issuer tender offer statement (amended)
30 Jun 15

Proxies

View all
DEFA14A
Additional proxy soliciting materials
1 Apr 21
DEF 14A
Definitive proxy
1 Apr 21
DEFA14A
Additional proxy soliciting materials
9 Apr 20
DEF 14A
Definitive proxy
9 Apr 20
DEFA14A
Additional proxy soliciting materials
18 Apr 19
DEF 14A
Definitive proxy
18 Apr 19
DEF 14A
Definitive proxy
19 Apr 18
DEFA14A
Additional proxy soliciting materials
19 Apr 18
DEF 14A
Definitive proxy
10 Apr 17
DEFA14A
Additional proxy soliciting materials
10 Apr 17

Other

View all
UPLOAD
Letter from SEC
7 Feb 19
NO ACT
No action letter
1 Mar 17
NO ACT
No action letter
1 Mar 16
UPLOAD
Letter from SEC
22 Jan 14
CORRESP
Correspondence with SEC
20 Jan 14
UPLOAD
Letter from SEC
15 Jan 14
CORRESP
Correspondence with SEC
2 Jan 14
UPLOAD
Letter from SEC
17 Dec 13
NO ACT
No action letter
25 Feb 13
UPLOAD
Letter from SEC
6 Feb 12

Ownership

View all
4
Wendy's / Matthew H. Peltz ownership change
8 Apr 21
4
Wendy's / PETER W MAY ownership change
8 Apr 21
4
Wendy's / NELSON PELTZ ownership change
8 Apr 21
4
Wendy's / Mich J Mathews-Spradlin ownership change
8 Apr 21
4
Wendy's / Liliana Esposito ownership change
17 Mar 21
4
Wendy's / Kurt A Kane ownership change
17 Mar 21
4
Wendy's / Abigail E. Pringle ownership change
17 Mar 21
4
Wendy's / JOHN KEVIN VASCONI ownership change
17 Mar 21
4
Wendy's / JOSEPH A LEVATO ownership change
17 Mar 21
4
Wendy's / E.J. Wunsch ownership change
8 Mar 21

Transcripts

View all
2020 Q4
Earnings call transcript
3 Mar 21
2020 Q3
Earnings call transcript
4 Nov 20
2020 Q2
Earnings call transcript
5 Aug 20
2020 Q1
Earnings call transcript
6 May 20
2019 Q4
Earnings call transcript
26 Feb 20
2019 Q3
Earnings call transcript
6 Nov 19
2019 Q2
Earnings call transcript
7 Aug 19
2019 Q1
Earnings call transcript
8 May 19
2018 Q4
Earnings call transcript
21 Feb 19
2018 Q3
Earnings call transcript
7 Nov 18

Reddit threads

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