Stock Fundamentals

Company Information

Company Name
The Wendy’s Co
Sector
Consumer Cyclical
Industry
Restaurants
Exchange
NASDAQ
ISIN: US95058W1009
CIK: 0000030697
CUSIP: 895927309
Currency: USD
Full Time Employees: 4,967
Phone: 614 764 3100
Fiscal Year End: December
IPO Date: Mar 17, 1992
Description:

The Wendy's Company, together with its subsidiaries, engages in the operation, development, and franchising of a system of quick-service restaurants in the United States and internationally. The company operates through the Wendy's U.S., Wendy's International, and Global Real Estate & Development segments. Its restaurants offer a menu that includes hamburger sandwiches and chicken sandwiches; chicken tenders and nuggets, chili, french fries, baked potatoes, salads, soft drinks, Frosty desserts, and kids' meals; breakfast menu, including the Breakfast Baconator sandwich and seasoned products; and a variety of promotional products on a limited time basis. The company also owns and leases real estate properties. As of December 28, 2025, there were 5,969 Wendy's restaurants in operation in the United States and 1,428 Wendy's restaurants in operation in 38 foreign countries and U.S. territories. The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy's Company in July 2011. The Wendy's Company was founded in 1969 and is headquartered in Dublin, Ohio.

Address:

One Dave Thomas Boulevard, Dublin, OH, United States, 43017

Directors & Officers

Name Title Year Born
Mr. John K. Min Chief Legal Officer & Secretary 1980
Mr. Eric J. Wunsch Esq. President of International 1971
Mr. Kenneth Cook Advisor NA
Mr. Pete Suerken President of U.S. NA
Mr. Robert D. Wright President, CEO & Director 1967
Mr. Steven W. Cirulis Chief Financial Officer & Chief Strategy Officer 1971
Mr. Aaron M. Kale Chief Accounting Officer, Principal Accounting Officer & VP of Tax 1977
Mr. Matthew P. Spessard Chief Information Officer 1983
Mr. Aaron Broholm Head of Investor Relations NA
Ms. Heidi S. Schauer Vice President of Communications, Public Affairs & Customer Care NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Nov 20, 2025 Peter J Suerken Jr N/A Purchase 500.00 $7.88 $3.94K
Nov 19, 2025 John Min N/A Purchase 1.70K $8.18 $13.91K
Jun 03, 2025 Lindsay J Radkoski N/A Purchase 5.05K $11.68 $58.98K
May 21, 2025 Matthew Coley O'brien N/A Purchase 1.75K $11.60 $20.30K
May 05, 2025 Abigail E Pringle N/A Sale 136.82K $12.81 $1.75M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Trian Fund Management LP 30.45M Mar 31, 2026 15.98% $5.48 0.02%
BlackRock Inc 21.74M Mar 31, 2026 11.41% $0.00 -12.72%
Vanguard Group Inc 17.13M Dec 31, 2025 9.00% $0.00 -7.83%
Vanguard Portfolio Management, LLC 9.26M Mar 31, 2026 4.86% $0.00 0.00%
Morgan Stanley - Brokerage Accounts 7.59M Mar 31, 2026 3.99% $0.00 15.91%
Wells Fargo & Co 6.91M Mar 31, 2026 3.63% $0.01 63.63%
Vanguard Capital Management, LLC 6.82M Mar 31, 2026 3.58% $0.00 0.00%
Charles Schwab Investment Management Inc 6.50M Mar 31, 2026 3.41% $0.01 -8.37%
Harris Associates L.P. 5.93M Mar 31, 2026 3.11% $0.05 -40.50%
State Street Corp 5.47M Mar 31, 2026 2.87% $0.00 0.36%
Bank of America Corp 4.49M Mar 31, 2026 2.36% $0.00 5.56%
Arrowstreet Capital Limited Partnership 4.04M Mar 31, 2026 2.12% $0.02 -5.77%
Two Sigma Investments LLC 3.78M Mar 31, 2026 1.99% $0.02 0.00%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3.75M Mar 31, 2026 1.97% $0.04 0.00%
Dimensional Fund Advisors, Inc. 3.48M Mar 31, 2026 1.83% $0.01 -11.90%
Millennium Management LLC 3.40M Mar 31, 2026 1.79% $0.01 42.87%
Fairfax Financial Holdings Ltd 3.27M Mar 31, 2026 1.72% $1.17 0.00%
AQR Capital Management LLC 3.11M Mar 31, 2026 1.63% $0.01 -73.41%
Geode Capital Management, LLC 2.96M Mar 31, 2026 1.55% $0.00 -7.47%
Northern Trust Corp 2.77M Mar 31, 2026 1.46% $0.00 22.34%

Shares Statistics

Shares Outstanding: 190.48M
Shares Float: 156.88M
% Insiders: 909.70%
% Institutions: 9,366.50%
Short % Float: 44.16%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 9.58M 5.03% ▲ 0.04% May 29, 2026
2 Vanguard Total Stock Mkt Idx Inv 4.78M 2.51% ▲ 0.00% Apr 30, 2026
3 Schwab US Dividend Equity ETF™ 3.76M 1.98% ▲ 0.19% May 30, 2026
4 Vanguard Small Cap Index 3.53M 1.85% ▲ 0.21% Apr 30, 2026
5 Oakmark Equity And Income Investor 3.40M 1.78% ▼ 50.40% Mar 31, 2026
6 Harris Assoc. Oakmark Eq & Inc CIT 3.40M 1.78% ▼ 50.40% Mar 31, 2026
7 Vanguard Small Cap Value Index Inv 2.26M 1.19% ▲ 1.13% Apr 30, 2026
8 Vanguard Institutional Extnd Mkt Idx Tr 1.78M 0.93% ▲ 1.07% Apr 30, 2026
9 iShares S&P Small-Cap 600 Value ETF 1.52M 0.80% ▲ 0.00% May 29, 2026
10 State Street SPDR Port S&P 600 Sm CpETF 1.45M 0.76% ▲ 0.00% May 29, 2026

Valuation Metrics

Enterprise Value: $5.26B
Trailing P/E: 9.81
Forward P/E: 13.04

Financial Highlights

Market Cap: $1.44B
EBITDA: $479.18M
P/E Ratio: $9.81
PEG Ratio: $1.30
Book Value: $0.61
Dividend/Share: $0.56
Dividend Yield: 7.38%
Earnings/Share: $0.77
Profit Margin: 6.77%
Operating Margin: 11.36%
ROA (TTM): 4.10%
ROE (TTM): 120.88%
Revenue (TTM): $2.19B
Revenue/Share (TTM): $11.50
Earnings Growth (YOY): -37.20%
Revenue Growth (YOY): 3.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.76x 24.18x 0.98x 2.63x 5.41x
2024-12-31 1.85x 10.85x 0.95x 3.00x 5.08x
2023-12-31 2.19x 9.14x 0.94x 3.08x 5.13x
2022-12-31 2.73x 6.27x 0.92x 2.89x 5.82x
2021-12-31 1.39x 5.60x 0.91x 3.36x 5.14x
2020-12-31 1.66x 4.19x 0.89x 2.29x 5.71x
2019-12-31 1.58x 4.52x 0.90x 2.26x 5.57x
2018-12-31 2.34x 4.29x 0.85x 2.09x 3.38x
2017-12-31 1.78x 4.81x 0.86x 1.82x 7.99x
2016-12-31 1.97x 4.76x 0.87x 2.74x 5.70x
2015-12-31 2.29x 3.08x 0.82x 3.19x 4.89x
2014-12-31 1.65x 0.84x 0.59x 4.67x 3.58x
2013-12-31 2.64x 0.76x 0.56x 2.03x 4.40x
2012-12-31 2.47x 0.73x 0.54x 1.73x 6.08x
2011-12-31 2.03x 0.68x 0.54x 1.61x 4.78x
2010-12-31 1.79x 0.73x 0.54x 1.63x 5.01x
2009-12-31 1.85x 0.65x 0.53x 1.83x 5.42x
2008-12-31 0.76x 0.47x 0.49x -6.17x -2.61x
2007-12-31 0.82x 1.65x 0.69x 1.07x 4.31x
2006-12-31 1.70x 1.53x 0.69x 0.42x 6.67x
2005-12-31 1.22x 2.33x 0.84x -0.02x 22.44x
2004-12-31 3.25x 1.65x 0.71x 0.51x 19.46x
2003-12-31 4.76x 1.80x 0.72x -0.03x 39.55x
2002-12-31 4.18x 1.16x 0.66x 0.77x 20.09x
2001-12-31 5.18x 0.94x 0.62x 0.05x 24.65x
2000-12-31 2.76x 1.09x 0.74x 0.36x 43.18x
1999-12-31 1.99x -0.25x 1.15x 0.06x 3.16x
1998-12-31 2.04x 0.92x 0.99x 0.08x 0.56x
1997-12-31 1.58x 0.32x 0.96x -0.01x 0.32x
1996-12-31 1.78x 13.76x 0.95x -0.04x 1.89x
1995-12-31 1.62x 4.03x 0.98x -0.34x 1.89x
1994-12-31 1.61x 1.30x 0.96x 0.88x 0.40x
1993-12-31 1.63x -9.60x 0.97x N/A N/A
1992-12-31 1.59x 1.18x 0.93x N/A 0.55x
1991-12-31 0.90x 1.62x 0.86x 0.82x 0.96x
1990-12-31 1.10x 1.22x 0.87x 0.52x 1.16x
1989-12-31 1.68x 0.40x 0.85x 1.15x 0.34x
1988-12-31 1.41x 0.50x 0.88x 1.78x 0.53x
1987-12-31 2.12x 0.31x 0.83x 2.42x 0.37x
1986-12-31 1.21x 1.26x 0.87x 0.92x 1.24x
1985-12-31 1.72x 0.75x 0.89x 0.74x 0.89x

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