WEN Wendy's Company (The) - Common Stock
NASDAQ · Hotels, Restaurants & Leisure · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$6.12
· of 52w range
· above low
· to high
$6.0752w low
$10.1252w high
Market Cap (MRQ)
$1.17B
P/E (TTM)
9.3
EPS (TTM)
$0.66
Revenue (TTM)
$2.20B
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52W Range
$6–$10
Analyst Rating
HOLD
Price Target
$8
P/E
9.3
ROE
108.0%
Net Profit Margin
5.7%
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WEN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$6.12
Market Cap (MRQ)
$1.17B
P/E (TTM)
9.3
EPS (TTM)
$0.66
Revenue (TTM)
$2.20B
Div Yield
11.1%
ROE (TTM)
108.0%
Debt/Equity (MRQ)
22.8
52W Range
$6–$10
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.18B2017-01-01 → 2025-12-28
EPS$0.852017-01-01 → 2025-12-28
Free Cash Flow$243M2017-01-01 → 2025-12-28
Net margin5.7%2017-01-01 → 2025-12-28
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 9.35Y avg ≈20.3 | ≈20.3 | 39.3 | Undervalued | |
| P/S (TTM) | 0.55Y avg ≈1.8 | ≈1.8 | 1.0 | Undervalued | |
| P/B (MRQ) | 9.75Y avg ≈12.3 | ≈12.3 | 5.4 | Overvalued | |
| EV / EBITDA | 7.35Y avg ≈12.0 | ≈12.0 | 9.9 | Undervalued | |
| Price / FCF (TTM) | 4.45Y avg ≈16.3 | ≈16.3 | · | · | |
| Price / Cash Flow (TTM) | 3.35Y avg ≈11.8 | ≈11.8 | 7.9 | Undervalued | |
| EV / Revenue | 1.75Y avg ≈2.9 | ≈2.9 | · | · | |
| EV / FCF | 14.95Y avg ≈25.9 | ≈25.9 | · | · | |
| Price / Tangible Book (MRQ) | -1.1 | · | · | · | |
| PEG Ratio | ≈0.9 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | WEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 13.6%5Y avg ≈17.2% | ≈17.2% | 7.3% | Top tier | |
| EBITDA Margin (TTM) | 20.8%5Y avg ≈23.7% | ≈23.7% | 10.5% | Top tier | |
| Pretax Margin (TTM) | 8.1%5Y avg ≈11.9% | ≈11.9% | 6.5% | Top tier | |
| Net Profit Margin (TTM) | 5.7%5Y avg ≈8.9% | ≈8.9% | 5.7% | In line | |
| ROA (TTM) | 2.6%5Y avg ≈3.6% | ≈3.6% | 4.7% | Weak | |
| ROE (TTM) | 108.0%5Y avg ≈72.2% | ≈72.2% | 8.3% | Top tier | |
| ROIC | 8.7%5Y avg ≈9.0% | ≈9.0% | 8.4% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | WEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 22.85Y avg ≈10.9 | ≈10.9 | 0.7 | High debt | |
| Current Ratio (MRQ) | 1.95Y avg ≈2.0 | ≈2.0 | 1.4 | Strong liquidity | |
| Quick Ratio | 1.25Y avg ≈1.4 | ≈1.4 | 1.0 | In line | |
| Long-Term Debt / Equity (MRQ) | 22.65Y avg ≈10.8 | ≈10.8 | 0.7 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | WEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -3.1%5Y avg ≈4.8% | ≈4.8% | · | · | |
| Revenue CAGR 3Y | 1.3%5Y avg ≈5.0% | ≈5.0% | · | · | |
| Revenue CAGR 5Y | 4.7% | · | · | · | |
| EPS YoY | -10.5%5Y avg ≈13.8% | ≈13.8% | · | · | |
| Net Income YoY | -15.1%5Y avg ≈10.8% | ≈10.8% | · | · | |
| EPS CAGR 3Y | 1.2%5Y avg ≈8.8% | ≈8.8% | · | · | |
| EPS CAGR 5Y | 10.3% | · | · | · | |
| Net Income CAGR 3Y | -2.4%5Y avg ≈5.6% | ≈5.6% | · | · | |
| Net Income CAGR 5Y | 7.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | WEN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.45Y avg ≈0.4 | ≈0.4 | 0.9 | Weak | |
| Inventory Turnover | 113.85Y avg ≈116.1 | ≈116.1 | · | · | |
| Receivables Turnover | 22.75Y avg ≈21.6 | ≈21.6 | 72.1 | Weak | |
| Revenue / Employee | ≈$438.3K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield11.1%
Payout Ratio78.5%
Annualized Payout≈$0.28
5Y Div CAGR≈18.5%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.07 | USD | ≈5.9% |
| Jun 1, 2026 | $0.14 | USD | ≈7.1% |
| Mar 2, 2026 | $0.14 | USD | ≈10.9% |
| Dec 1, 2025 | $0.14 | USD | ≈11.2% |
| Sep 2, 2025 | $0.14 | USD | ≈7.6% |
| Jun 2, 2025 | $0.14 | USD | ≈7.7% |
| Mar 3, 2025 | $0.25 | USD | ≈6.7% |
| Dec 2, 2024 | $0.25 | USD | ≈5.5% |
| Sep 3, 2024 | $0.25 | USD | ≈6.1% |
| Jun 3, 2024 | $0.25 | USD | ≈5.8% |
| Feb 29, 2024 | $0.25 | USD | ≈5.5% |
| Nov 30, 2023 | $0.25 | USD | ≈5.3% |
| Aug 31, 2023 | $0.25 | USD | ≈4.4% |
| May 31, 2023 | $0.25 | USD | ≈3.4% |
| Feb 28, 2023 | $0.25 | USD | ≈2.8% |
| Nov 30, 2022 | $0.13 | USD | ≈2.2% |
| Aug 31, 2022 | $0.13 | USD | ≈2.6% |
| May 31, 2022 | $0.13 | USD | ≈2.6% |
| Mar 4, 2022 | $0.13 | USD | ≈2.2% |
| Nov 30, 2021 | $0.12 | USD | ≈2.1% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
12.7%
Next Report
Nov 05, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 7, 2026 | $0.18 | $0.17 | 8.4% |
| March 31, 2026 | May 8, 2026 | $0.12 | $0.10 | 24.1% |
| Dec. 31, 2025 | $0.16 | $0.15 | 10.0% | |
| Sept. 30, 2025 | $0.24 | $0.20 | 21.3% | |
| June 30, 2025 | $0.29 | $0.26 | 12.5% | |
| March 31, 2025 | $0.20 | $0.20 | -0.20% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.18B | $2.25B | $2.18B | $2.10B | $1.90B | $1.73B | $1.71B | $1.59B | $1.22B | $1.44B | $1.87B | $2.00B | |
| Cost of Revenue | $792M | $783M | $794M | $773M | $612M | $615M | $598M | $549M | $518M | $752M | $1.18B | $1.36B | |
| SG&A Expense | $253M | $255M | $250M | $255M | $243M | $207M | $200M | $217M | $204M | $237M | $257M | $261M | |
| Operating Expenses | $1.83B | $1.88B | $1.80B | $1.74B | $1.53B | $1.46B | $1.45B | $1.34B | $1.01B | $1.12B | $1.60B | $1.76B | |
| Operating Income | $343M | $371M | $382M | $353M | $367M | $269M | $263M | $250M | $215M | $315M | $274M | $243M | |
| Interest Expense | · | · | $124M | $122M | $109M | $118M | $116M | $120M | $118M | $115M | $86M | $52M | |
| Other Non-op | $13M | $25M | $30M | $10M | $681.0K | $1M | $8M | $5M | $2M | $989.0K | $806.0K | $747.0K | |
| Pretax Income | $227M | $272M | $279M | $244M | $241M | $153M | $171M | $575M | $101M | $202M | $234M | $193M | |
| Income Tax | $62M | $78M | $75M | $66M | $40M | $35M | $35M | $115M | $-93M | $72M | $94M | $76M | |
| Net Income | $165M | $194M | $204M | $177M | $200M | $118M | $137M | $460M | $194M | $130M | $161M | $121M | |
| EPS (Basic) | $0.85 | $0.95 | $0.98 | $0.83 | $0.91 | $0.53 | $0.60 | $1.93 | $0.79 | $0.49 | $0.50 | $0.33 | |
| EPS (Diluted) | $0.85 | $0.95 | $0.97 | $0.82 | $0.89 | $0.52 | $0.58 | $1.88 | $0.77 | $0.49 | $0.49 | $0.32 | |
| Shares (Basic) | 193,406,000 | 204,351,000 | 209,486,000 | 213,766,000 | 221,375,000 | 223,684,000 | 229,944,000 | 237,797,000 | 244,179,000 | 262,209,000 | 323,018,000 | 370,160,000 | |
| Shares (Diluted) | 194,032,000 | 205,614,000 | 211,534,000 | 215,839,000 | 224,405,000 | 228,014,000 | 235,075,000 | 244,963,000 | 252,289,000 | 266,712,000 | 328,725,000 | 376,182,000 | |
| EBITDA | $496M | $515M | $518M | $487M | $492M | $402M | $394M | $379M | $340M | $439M | $428M | $411M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $301M | $451M | $516M | $746M | $249M | $307M | $300M | $431M | $171M | $198M | $327M | $267M | |
| Receivables | $105M | $87M | $105M | $99M | $102M | $94M | $101M | · | · | · | · | · | |
| Inventory | $7M | $7M | $7M | $7M | $6M | $5M | $4M | $4M | $3M | $3M | $4M | $7M | |
| Prepaid Expense | $55M | $46M | $40M | $27M | $31M | $90M | $16M | $14M | $20M | $19M | $70M | $72M | |
| Current Assets | $618M | $736M | $838M | $1.06B | $593M | $688M | $554M | $666M | $404M | $453M | $617M | $562M | |
| PP&E (Net) | $938M | $908M | $891M | $896M | $907M | $916M | $977M | $1.02B | $1.06B | $1.19B | $1.23B | $1.24B | |
| PP&E (Gross) | $1.80B | $1.73B | $1.67B | $1.62B | $1.58B | $1.54B | $1.57B | $1.55B | $1.75B | $1.61B | $1.63B | $1.66B | |
| Accum. Depreciation | $865M | $822M | $778M | $723M | $673M | $626M | $592M | $531M | $490M | $415M | $406M | $423M | |
| Goodwill | $774M | $771M | $774M | $773M | $775M | $751M | $756M | $748M | $743M | $741M | $771M | $823M | |
| Intangibles | $1.17B | $1.19B | $1.22B | $1.25B | $1.28B | $1.22B | $1.25B | $1.29B | $1.32B | $1.32B | $1.34B | $1.35B | |
| Other Non-current Assets | $190M | $185M | $179M | $171M | $139M | $120M | $100M | $97M | $80M | $50M | $95M | $56M | |
| Total Assets | $4.96B | $5.03B | $5.18B | $5.50B | $5.10B | $5.04B | $4.99B | $4.29B | $4.10B | $3.94B | $4.11B | $4.14B | |
| Accounts Payable | $30M | $28M | $27M | $44M | $41M | $31M | $23M | $22M | $23M | $28M | $54M | $77M | |
| Accrued Liabilities | $117M | $118M | $135M | $116M | $141M | $155M | $165M | $151M | $112M | $102M | $124M | $126M | |
| Current Liabilities | $351M | $398M | $382M | $388M | $427M | $413M | $350M | $284M | $227M | $230M | $269M | $340M | |
| Capital Leases | $660M | $704M | $739M | $792M | $853M | $865M | $898M | $447M | · | · | · | · | |
| Deferred Tax | $288M | $263M | $270M | $270M | $268M | $281M | $271M | $269M | $299M | $447M | $460M | $494M | |
| Other Non-current Liabilities | $75M | $84M | $90M | $99M | $113M | $118M | $130M | $245M | $262M | $247M | $224M | $200M | |
| Total Liabilities | $4.84B | $4.78B | $4.87B | $5.03B | $4.66B | $4.49B | $4.48B | $3.64B | $3.52B | $3.41B | $3.36B | $2.42B | |
| Long-term Debt | $2.76B | $2.74B | $2.76B | $2.85B | $2.38B | $2.25B | $2.28B | $2.33B | · | · | · | · | |
| Total Debt | $2.76B | $2.74B | $2.76B | $2.85B | $2.38B | $2.25B | $2.28B | · | · | · | · | · | |
| Common Stock | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | |
| Paid-in Capital | $2.99B | $2.98B | $2.96B | $2.94B | $2.90B | $2.90B | $2.87B | $2.88B | $2.89B | $2.88B | $2.87B | $2.83B | |
| Retained Earnings | $435M | $400M | $410M | $415M | $344M | $239M | $186M | $146M | $-163M | $-291M | $-357M | $-446M | |
| Treasury Stock | $3.29B | $3.09B | $3.05B | $2.87B | $2.81B | $2.59B | $2.54B | $2.37B | $2.15B | $2.04B | $1.74B | $679M | |
| AOCI | $-64M | $-75M | $-58M | $-64M | $-48M | $-50M | $-54M | $-62M | $-46M | $-63M | $-71M | $-31M | |
| Stockholders' Equity | $117M | $259M | $310M | $466M | $436M | $550M | $516M | $648M | $573M | $528M | $753M | $1.72B | |
| Liabilities + Equity | $4.96B | $5.03B | $5.18B | $5.50B | $5.10B | $5.04B | $4.99B | $4.29B | $4.10B | $3.94B | $4.11B | $4.14B | |
| Shares Outstanding | 190,324,000 | 203,834,000 | 205,397,000 | 213,101,000 | 215,849,000 | 224,268,000 | 224,889,000 | 231,233,000 | 240,512,000 | 246,574,000 | 272,315,000 | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $152M | $143M | $136M | $133M | $126M | $133M | $132M | $129M | $126M | $124M | $154M | $160M | |
| Stock-based Comp | $15M | $23M | $24M | $25M | $22M | $19M | $19M | $18M | $21M | $18M | $23M | $28M | |
| Deferred Tax | $23M | $-6M | $-807.0K | $4M | $-14M | $10M | $837.0K | $-7M | $-119M | $-14M | $89M | $70M | |
| Amort. of Intangibles | $63M | $62M | $59M | $59M | $55M | $53M | $53M | $52M | $47M | $49M | $55M | $42M | |
| Restructuring | $-125.0K | $9M | $9M | $698.0K | $9M | $16M | $17M | $9M | $23M | $10M | $22M | $32M | |
| Other Non-cash | $-11M | $226.0K | $-18M | $-80M | $12M | $5M | $787.0K | $-376M | $30M | $-76M | $-215M | $-124M | |
| Operating Cash Flow | $345M | $355M | $345M | $260M | $346M | $284M | $289M | $224M | $239M | $194M | $274M | $255M | |
| CapEx | $102M | $94M | $85M | $86M | $78M | $69M | $74M | $70M | $82M | $150M | $252M | $298M | |
| Investing Cash Flow | $-151M | $-129M | $-87M | $-78M | $-155M | $-68M | $-55M | $363M | $-92M | $107M | $35M | $-188M | |
| Debt Issued | $476M | $0 | $0 | $500M | $1.10B | $153M | $850M | $935M | $31M | $0 | $2.29B | $0 | |
| Net Debt Issued | $22M | $-29M | $-95M | $473M | $130M | $-38M | $-50M | $35M | $-28M | $-25M | $967M | $-38M | |
| Stock Repurchased | $201M | $77M | $190M | $52M | $269M | $62M | $218M | $270M | $126M | $337M | $1.10B | $301M | |
| Net Stock Activity | $-201M | $-77M | $-190M | $-52M | $-269M | $-62M | $-218M | $-270M | $-126M | $-337M | $-1.10B | $-301M | |
| Dividends Paid | $130M | $204M | $209M | $107M | $95M | $65M | $96M | $81M | $68M | $64M | $72M | $75M | |
| Financing Cash Flow | $-344M | $-303M | $-504M | $289M | $-243M | $-158M | $-365M | $-306M | $-216M | $-412M | $-238M | $-375M | |
| Net Change in Cash | $-146M | $-85M | $-243M | $465M | $-51M | $60M | $-128M | $274M | $-63M | $-109M | $60M | $-313M | |
| Taxes Paid | $49M | $74M | $75M | $48M | $55M | $16M | $35M | $103M | $29M | $78M | $41M | $16M | |
| Free Cash Flow | $243M | $261M | $260M | $174M | $268M | $215M | $214M | $154M | $170M | $31M | $-39M | $-44M | |
| Levered FCF | · | · | $170M | $85M | $177M | $125M | $122M | $59M | $-57M | $-42M | $-91M | $-75M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 15.8% | 16.5% | 17.5% | 16.9% | 19.3% | 15.5% | 15.4% | 15.7% | 17.5% | 21.9% | 14.7% | 12.2% | |
| Net Margin | 7.6% | 8.6% | 9.4% | 8.5% | 10.6% | 6.8% | 8.0% | 28.9% | 15.9% | 9.0% | 8.6% | 5.9% | |
| Pretax Margin | 10.4% | 12.1% | 12.8% | 11.6% | 12.7% | 8.8% | 10.0% | 36.2% | 8.3% | 14.1% | 12.5% | 9.8% | |
| EBITDA Margin | 22.8% | 22.9% | 23.7% | 23.2% | 26.0% | 23.2% | 23.1% | 23.8% | 27.8% | 30.6% | 22.9% | 20.0% | |
| ROA | 3.3% | 3.8% | 3.8% | 3.4% | 4.0% | 2.4% | 2.9% | 11.0% | 4.8% | 3.2% | 3.9% | 2.9% | |
| ROE | 143.4% | 74.9% | 62.7% | 39.3% | 40.9% | 22.0% | 23.5% | 64.3% | 37.5% | 21.5% | 13.1% | 6.7% | |
| ROIC | 8.7% | 8.8% | 9.1% | 7.8% | 10.8% | 7.4% | 7.5% | 30.8% | 72.0% | 38.3% | 21.8% | 8.8% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.9 | 2.2 | 2.7 | 1.4 | 1.7 | 1.6 | 2.3 | 1.8 | 2.0 | 2.3 | 1.7 | |
| Quick Ratio | 1.2 | 1.4 | 1.6 | 2.2 | 0.8 | 1.0 | 0.9 | 1.5 | 0.8 | 0.9 | 1.2 | 0.8 | |
| Debt / Equity | 23.5 | 10.6 | 8.9 | 6.1 | 5.5 | 4.1 | 4.4 | · | · | · | · | · | |
| LT Debt / Equity | 23.3 | 10.3 | 8.8 | 6.1 | 5.4 | 4.0 | 4.4 | · | · | · | · | · | |
| Interest Coverage | · | · | 3.1 | 2.9 | 3.4 | 2.3 | 2.3 | 2.1 | 1.8 | 2.7 | 3.2 | 4.8 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.4 | 0.4 | 0.3 | 0.4 | 0.5 | 0.5 | |
| Inventory Turnover | 113.8 | 118.5 | 115.0 | 118.4 | 114.7 | 142.6 | 157.7 | 160.3 | 170.8 | 207.9 | 212.0 | 147.2 | |
| Receivables Turnover | 22.7 | 23.4 | 21.5 | 20.9 | 19.4 | 17.9 | · | · | · | · | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.62 | $1.27 | $1.51 | $2.19 | $2.02 | $2.45 | $2.30 | $2.80 | $2.38 | $2.14 | · | · | |
| Revenue / Share | $11.22 | $10.93 | $10.31 | $9.71 | $8.45 | $7.60 | $7.27 | $6.49 | $4.85 | $5.38 | $5.69 | $5.48 | |
| Cash Flow / Share | $1.78 | $1.73 | $1.63 | $1.20 | $1.54 | $1.25 | $1.23 | $0.92 | $1.00 | $0.68 | $0.65 | $0.68 | |
| Cash / Share | $1.58 | $2.21 | $2.51 | $3.50 | $1.16 | $1.37 | $1.33 | $1.87 | $0.71 | $0.80 | · | · | |
| Dividend Paid / Share | $0.67 | $1.00 | $1.00 | $0.50 | $0.43 | $0.29 | $0.42 | $0.34 | $0.28 | $0.24 | $0.23 | $0.20 | |
| EPS (TTM) | $0.85 | $0.95 | $0.97 | $0.82 | $0.89 | $0.52 | $0.58 | $1.88 | $0.77 | $0.49 | $0.49 | $0.32 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -3.1% | 3.0% | 4.1% | 10.5% | 9.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.3% | 5.8% | 8.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -10.5% | -2.1% | 18.3% | -7.9% | 71.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.2% | 2.2% | 23.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 10.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -15.1% | -4.9% | 15.3% | -11.5% | 70.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -2.4% | -1.0% | 20.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 7.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.18B | $2.25B | $2.18B | $2.10B | $1.90B | $1.73B | $1.71B | $1.59B | $1.22B | $1.44B | $1.87B | $2.00B | |
| Net Income TTM | $165M | $194M | $204M | $177M | $200M | $118M | $137M | $460M | $194M | $130M | $161M | $121M | |
| Market Cap | $1.59B | $3.36B | $4.00B | $4.82B | $5.15B | $4.92B | $4.98B | $3.61B | $3.95B | $3.33B | · | · | |
| Enterprise Value | $4.05B | $5.65B | $6.25B | $6.93B | $7.28B | $6.86B | $6.96B | · | · | · | · | · | |
| P/E | 9.8 | 17.4 | 20.1 | 27.6 | 26.8 | 42.2 | 38.2 | 8.3 | 21.3 | 27.6 | 22.0 | 27.9 | |
| P/S | 0.7 | 1.5 | 1.8 | 2.3 | 2.7 | 2.8 | 2.9 | 2.3 | 3.2 | 2.3 | · | · | |
| P/B | 13.5 | 13.0 | 12.9 | 10.4 | 11.8 | 8.9 | 9.7 | 5.6 | 6.9 | 6.3 | · | · | |
| P / Cash Flow | 4.6 | 9.5 | 11.6 | 18.6 | 14.9 | 17.3 | 17.2 | 16.1 | 15.7 | 18.4 | · | · | |
| P / FCF | 6.6 | 12.9 | 15.4 | 27.7 | 19.2 | 22.8 | 23.2 | 23.4 | 23.2 | 106.2 | · | · | |
| EV / EBITDA | 8.2 | 11.0 | 12.1 | 14.2 | 14.8 | 17.1 | 17.7 | · | · | · | · | · | |
| EV / FCF | 16.7 | 21.7 | 24.0 | 39.7 | 27.2 | 31.8 | 32.5 | · | · | · | · | · | |
| EV / Revenue | 1.9 | 2.5 | 2.9 | 3.3 | 3.8 | 4.0 | 4.1 | · | · | · | · | · | |
| Dividend Yield | 8.2% | 6.1% | 5.2% | 2.2% | 1.8% | 1.3% | 1.9% | 2.2% | 1.7% | 1.9% | · | · | |
| Earnings Yield | 10.2% | 5.8% | 5.0% | 3.6% | 3.7% | 2.4% | 2.6% | 12.0% | 4.7% | 3.6% | 4.5% | 3.6% | |
| Payout Ratio | 78.5% | 105.2% | 102.4% | 60.2% | 47.3% | 55.0% | 70.4% | 17.5% | 35.2% | 49.2% | 44.6% | 61.9% | |
| Annual Payout | $130M | $204M | $209M | $107M | $95M | $65M | $96M | $81M | $68M | $64M | $72M | $75M |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $571M | $541M | $543M | $550M | $561M | $523M | $574M | $567M | $571M | $535M | $603M | $562M | $529M | $609M | |
| Cost of Revenue | $207M | $201M | $203M | $204M | $197M | $188M | $196M | $196M | $200M | $192M | $212M | $201M | $197M | $234M | |
| SG&A Expense | $66M | $73M | $67M | $58M | $59M | $68M | $67M | $63M | $61M | $64M | $63M | $63M | $62M | $78M | |
| Operating Expenses | $491M | $476M | $479M | $457M | $457M | $440M | $478M | $472M | $471M | $454M | $489M | $452M | $444M | $510M | |
| Operating Income | $79M | $65M | $64M | $92M | $104M | $83M | $96M | $95M | $100M | $81M | $113M | $109M | $84M | $99M | |
| Interest Expense | · | · | · | · | · | · | · | · | $31M | $31M | · | $31M | $32M | · | |
| Other Non-op | $3M | $3M | $2M | $3M | $3M | $5M | $6M | $6M | $6M | $7M | $14M | $8M | $7M | $9M | |
| Pretax Income | $49M | $34M | $33M | $63M | $76M | $55M | $70M | $70M | $75M | $57M | $94M | $79M | $55M | $73M | |
| Income Tax | $16M | $11M | $7M | $19M | $21M | $16M | $23M | $19M | $20M | $15M | $27M | $19M | $15M | $22M | |
| Net Income | $33M | $23M | $26M | $44M | $55M | $39M | $47M | $50M | $55M | $42M | $68M | $60M | $40M | $50M | |
| EPS (Basic) | $0.17 | $0.12 | $0.13 | $0.23 | $0.29 | $0.20 | $0.23 | $0.25 | $0.27 | $0.20 | $0.34 | $0.28 | $0.19 | $0.24 | |
| EPS (Diluted) | $0.17 | $0.12 | $0.14 | $0.23 | $0.29 | $0.19 | $0.23 | $0.25 | $0.27 | $0.20 | $0.33 | $0.28 | $0.19 | $0.25 | |
| Shares (Basic) | 190,426,000 | 190,293,000 | · | 190,794,000 | 191,949,000 | 200,643,000 | · | 203,264,000 | 204,919,000 | 205,372,000 | · | 210,624,000 | 212,547,000 | · | |
| Shares (Diluted) | 191,212,000 | 190,900,000 | · | 191,253,000 | 192,714,000 | 201,617,000 | · | 204,254,000 | 206,185,000 | 206,971,000 | · | 212,928,000 | 215,029,000 | · | |
| EBITDA | $117M | $105M | · | $130M | $141M | $120M | · | $132M | $137M | $117M | · | $143M | $118M | · |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $341M | $299M | $301M | $291M | $281M | $335M | $451M | $482M | $465M | $498M | $516M | $635M | $676M | $746M | |
| Receivables | · | · | $105M | · | · | · | $87M | · | · | · | · | · | · | · | |
| Inventory | $7M | $7M | $7M | $7M | $6M | $6M | $7M | $6M | $6M | $6M | · | $7M | $6M | · | |
| Prepaid Expense | $79M | $73M | $55M | $55M | $53M | $48M | $46M | $33M | $40M | $39M | · | $30M | $30M | · | |
| Current Assets | $678M | $652M | $618M | $641M | $600M | $644M | $736M | $783M | $791M | $868M | · | $967M | $1.00B | · | |
| PP&E (Net) | $896M | $908M | $938M | $924M | $916M | $907M | $908M | $894M | $895M | $891M | $891M | $889M | $885M | $896M | |
| PP&E (Gross) | · | · | $1.80B | · | · | · | $1.73B | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $865M | · | · | · | $822M | · | · | · | · | · | · | · | |
| Goodwill | $773M | $774M | $774M | $775M | $773M | $772M | $771M | $773M | $773M | $773M | $774M | $774M | $773M | $773M | |
| Intangibles | $1.15B | $1.16B | $1.17B | $1.18B | $1.18B | $1.18B | $1.19B | $1.20B | $1.20B | $1.21B | · | $1.23B | $1.24B | · | |
| Other Non-current Assets | $188M | $191M | $190M | $187M | $190M | $187M | $185M | $184M | $185M | $184M | · | $184M | $179M | · | |
| Total Assets | $4.88B | $4.92B | $4.96B | $4.98B | $4.89B | $4.92B | $5.03B | $5.07B | $5.09B | $5.19B | · | $5.35B | $5.41B | · | |
| Accounts Payable | $21M | $24M | $30M | $27M | $27M | $25M | $28M | $29M | $26M | $26M | · | $39M | $45M | · | |
| Accrued Liabilities | $125M | $115M | $117M | $138M | $124M | $139M | $118M | $129M | $116M | $144M | · | $132M | $134M | · | |
| Current Liabilities | $357M | $356M | $351M | $794M | $415M | $434M | $398M | $373M | $365M | $425M | · | $390M | $400M | · | |
| Capital Leases | $596M | $627M | $660M | $680M | $690M | $684M | $704M | $713M | $714M | $729M | · | $765M | $777M | · | |
| Deferred Tax | $289M | $288M | $288M | $291M | $265M | $263M | $263M | $270M | $270M | $271M | · | $275M | $273M | · | |
| Other Non-current Liabilities | $72M | $73M | $75M | $78M | $78M | $81M | $84M | $85M | $87M | $90M | · | $95M | $96M | · | |
| Total Liabilities | $4.76B | $4.81B | $4.84B | $4.87B | $4.78B | $4.79B | $4.78B | $4.81B | $4.81B | $4.90B | · | $4.96B | $4.99B | · | |
| Long-term Debt | $2.75B | $2.75B | $2.76B | $2.72B | $2.73B | $2.73B | $2.74B | $2.75B | $2.75B | $2.76B | · | $2.81B | $2.82B | · | |
| Total Debt | $2.75B | $2.75B | · | $2.72B | $2.73B | $2.73B | · | $2.75B | $2.75B | $2.76B | · | · | · | · | |
| Common Stock | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | $47M | · | $47M | $47M | · | |
| Paid-in Capital | $2.99B | $2.99B | $2.99B | $2.98B | $2.99B | $2.98B | $2.98B | $2.97B | $2.96B | $2.96B | · | $2.95B | $2.94B | · | |
| Retained Earnings | $437M | $431M | $435M | $435M | $418M | $389M | $400M | $403M | $404M | $400M | · | $408M | $401M | · | |
| Treasury Stock | $3.28B | $3.29B | $3.29B | $3.29B | $3.28B | $3.22B | $3.09B | $3.10B | $3.08B | $3.05B | · | $2.95B | $2.91B | · | |
| AOCI | $-71M | $-67M | $-64M | $-67M | $-63M | $-73M | $-75M | $-61M | $-65M | $-63M | $-58M | $-59M | $-64M | $-64M | |
| Stockholders' Equity | $120M | $116M | $117M | $109M | $113M | $130M | $259M | $260M | $274M | $294M | $310M | $391M | $420M | $466M | |
| Liabilities + Equity | $4.88B | $4.92B | $4.96B | $4.98B | $4.89B | $4.92B | $5.03B | $5.07B | $5.09B | $5.19B | · | $5.35B | $5.41B | · | |
| Shares Outstanding | 190,639,000 | 190,450,000 | 190,324,000 | 190,311,000 | 191,345,000 | 195,846,000 | 203,834,000 | 203,089,000 | 204,149,000 | 205,325,000 | · | 209,969,000 | 211,701,000 | · |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $38M | $41M | $40M | $38M | $37M | $37M | $33M | $37M | $37M | $36M | $36M | $33M | $33M | $35M | |
| Stock-based Comp | $3M | $5M | $5M | $-934.0K | $5M | $6M | $5M | $7M | $6M | $6M | $7M | · | $5M | $7M | |
| Deferred Tax | $419.0K | $956.0K | $-3M | $26M | $516.0K | $306.0K | $-5M | $-361.0K | $-707.0K | $603.0K | $-305.0K | · | $2M | $-6M | |
| Restructuring | $10.0K | $-162.0K | $77.0K | $316.0K | $174.0K | $-692.0K | $49.0K | $354.0K | $2M | $6M | $1M | $681.0K | $7M | $-5M | |
| Other Non-cash | · | $-20M | · | · | · | $-8M | · | · | · | $19M | · | · | $-50M | · | |
| Operating Cash Flow | $101M | $59M | $69M | $129M | $61M | $85M | $69M | $141M | $45M | $100M | $76M | · | $53M | $77M | |
| CapEx | $20M | $12M | $38M | $25M | $21M | $18M | $42M | $18M | $17M | $17M | $29M | · | $12M | $36M | |
| Investing Cash Flow | $-24M | $-14M | $-50M | $-48M | $-31M | $-21M | $-61M | $-25M | $-23M | $-21M | $-31M | · | $-12M | $-32M | |
| Debt Issued | $3M | $15M | $452M | $0 | $8M | $15M | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | |
| Net Debt Issued | · | $-7M | · | · | · | $-813.0K | · | · | · | $-7M | · | · | $-39M | · | |
| Stock Repurchased | $2M | $0 | $0 | $14M | $64M | $123M | $17M | $26M | $27M | $7M | $47M | · | $37M | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $-123M | · | · | · | $-7M | · | · | $-37M | · | |
| Dividends Paid | $27M | $27M | $27M | $27M | $27M | $49M | $51M | $51M | $51M | $51M | $51M | · | $53M | $27M | |
| Financing Cash Flow | $-42M | $-40M | $-14M | $-57M | $-93M | $-179M | $-53M | $-88M | $-90M | $-73M | $-131M | · | $-132M | $-36M | |
| Net Change in Cash | $33M | $4M | $6M | $22M | $-59M | $-115M | $-51M | $30M | $-68M | $4M | $-84M | · | $-91M | $11M | |
| Free Cash Flow | · | $48M | · | · | · | $68M | · | · | · | $83M | · | · | $41M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $60M | · | · | $18M | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.9% | 12.0% | · | 16.8% | 18.6% | 15.9% | · | 16.7% | 17.4% | 15.2% | · | 19.5% | 16.0% | · | |
| Net Margin | 5.7% | 4.2% | · | 8.1% | 9.8% | 7.5% | · | 8.9% | 9.6% | 7.8% | · | 10.6% | 7.5% | · | |
| Pretax Margin | 8.5% | 6.3% | · | 11.5% | 13.5% | 10.5% | · | 12.3% | 13.1% | 10.7% | · | 14.1% | 10.4% | · | |
| EBITDA Margin | 20.6% | 19.5% | · | 23.7% | 25.2% | 22.9% | · | 23.2% | 24.0% | 21.8% | · | 25.4% | 22.3% | · | |
| ROA | 0.67% | 0.46% | · | 0.88% | 1.1% | 0.78% | · | 0.97% | 1.1% | 0.79% | · | · | · | · | |
| ROE | 28.0% | 18.5% | · | 24.0% | 28.5% | 18.5% | · | 16.7% | 16.4% | 11.8% | · | · | · | · | |
| ROIC | 1.9% | 1.5% | · | 2.3% | 2.7% | 2.1% | · | 2.3% | 2.4% | 1.9% | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | · | 0.8 | 1.4 | 1.5 | · | 2.1 | 2.2 | 2.0 | · | · | · | · | |
| Quick Ratio | 1.0 | 0.8 | · | 0.4 | 0.7 | 0.8 | · | 1.3 | 1.3 | 1.2 | · | · | · | · | |
| Debt / Equity | 22.8 | 23.8 | · | 24.9 | 24.2 | 21.0 | · | 10.6 | 10.0 | 9.4 | · | · | · | · | |
| LT Debt / Equity | 22.6 | 23.6 | · | 21.1 | 23.5 | 20.4 | · | 10.5 | 9.9 | 9.3 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | 3.2 | 2.7 | · | 3.5 | 2.7 | · |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | · | · | |
| Inventory Turnover | 31.1 | 31.4 | · | 31.0 | 31.0 | 30.6 | · | 30.0 | 30.9 | 30.6 | · | · | · | · |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.63 | $0.61 | · | $0.57 | $0.59 | $0.67 | · | $1.28 | $1.34 | $1.43 | · | · | · | · | |
| Revenue / Share | $2.98 | $2.83 | · | $2.87 | $2.91 | $2.60 | · | $2.77 | $2.77 | $2.58 | · | $2.64 | $2.46 | · | |
| Cash Flow / Share | · | $0.31 | · | · | · | $0.42 | · | · | · | $0.48 | · | · | $0.25 | · | |
| Cash / Share | $1.79 | $1.57 | · | $1.53 | $1.47 | $1.71 | · | $2.37 | $2.28 | $2.43 | · | · | · | · | |
| Dividend Paid / Share | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $0.38 | $0.25 | $0.25 | $0.16 | |
| EPS (TTM) | $0.66 | $0.78 | · | $0.94 | $0.96 | $0.94 | · | $1.05 | $1.08 | $1.09 | · | $0.96 | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.20B | $2.19B | · | $2.21B | $2.23B | $2.24B | · | $2.27B | $2.26B | $2.25B | · | $2.23B | · | · | |
| Net Income TTM | $126M | $149M | · | $186M | $192M | $192M | · | $214M | $222M | $227M | · | $200M | · | · | |
| Market Cap | $1.49B | $1.30B | · | $1.75B | $2.21B | $2.87B | · | $3.61B | $3.46B | $3.87B | · | · | · | · | |
| Enterprise Value | $3.89B | $3.75B | · | $4.19B | $4.66B | $5.26B | · | $5.88B | $5.75B | $6.13B | · | · | · | · | |
| P/E | 11.8 | 8.7 | · | 9.8 | 12.0 | 15.6 | · | 16.9 | 15.7 | 17.3 | · | 22.7 | · | · | |
| P/S | 0.7 | 0.6 | · | 0.8 | 1.0 | 1.3 | · | 1.6 | 1.5 | 1.7 | · | · | · | · | |
| P/B | 12.3 | 11.2 | · | 16.1 | 19.6 | 22.0 | · | 13.9 | 12.6 | 13.2 | · | · | · | · | |
| P / Cash Flow | · | 21.8 | · | · | · | 33.5 | · | · | · | 38.7 | · | · | · | · | |
| EV / Revenue | 1.8 | 1.7 | · | 1.9 | 2.1 | 2.4 | · | 2.6 | 2.5 | 2.7 | · | · | · | · | |
| Dividend Yield | 7.2% | 8.2% | · | 8.8% | 8.1% | 7.1% | · | 5.7% | 7.5% | · | · | · | · | · | |
| Earnings Yield | 8.5% | 11.5% | · | 10.2% | 8.3% | 6.4% | · | 5.9% | 6.4% | 5.8% | · | 4.4% | · | · | |
| Payout Ratio | · | 117.3% | · | · | · | 126.0% | · | · | · | 122.3% | · | · | 133.3% | · | |
| Annual Payout | $107M | $107M | · | $154M | $178M | $203M | · | $205M | $258M | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Revenue | $2.18B | $2.25B | $2.18B | $2.10B | $1.90B |
| Operating Margin % | 15.8% | 16.5% | 17.5% | 16.9% | 19.3% |
| Net Income | $165M | $194M | $204M | $177M | $200M |
| Diluted EPS | $0.85 | $0.95 | $0.97 | $0.82 | $0.89 |
| Metric | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Debt / Equity | 23.5 | 10.6 | 8.9 | 6.1 | 5.5 |
| Current Ratio | 1.8 | 1.9 | 2.2 | 2.7 | 1.4 |
| Quick Ratio | 1.2 | 1.4 | 1.6 | 2.2 | 0.8 |
| Metric | 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 |
|---|---|---|---|---|---|
| Free Cash Flow | $243M | $261M | $260M | $174M | $268M |
Institutional owners (13F) 470 filers · $1.9B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
470
Value held
$1.9B
New positions
100
Exited positions
77
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 100 (+11 vs prior Q) | 77 (-4 vs prior Q) | 140 (+1 vs prior Q) | 138 (-1 vs prior Q) | +8.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | $252,583,318 | 30,468,434 | 13.54% | Shares |
| BlackRock, Inc. | $218,149,063 | 26,314,724 | 11.69% | Shares |
| VANGUARD GROUP INC | $142,728,402 | 17,134,262 | 7.65% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $85,401,358 | 10,301,732 | 4.58% | Shares |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $66,286,592 | 8,005,627 | 3.55% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62,371,025 | 7,523,646 | 3.34% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $57,402,530 | 6,924,310 | 3.08% | Shares |
| WELLS FARGO & COMPANY/MN | $55,410,638 | 6,684,034 | 2.97% | Shares |
| STATE STREET CORP | $54,440,306 | 6,566,985 | 2.92% | Shares |
| JANE STREET GROUP, LLC | $50,236,571 | 6,059,900 | 2.69% | Put option |
| HARRIS ASSOCIATES L P | $46,317,366 | 5,587,137 | 2.48% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $35,463,791 | 4,277,900 | 1.90% | Call option |
| GEODE CAPITAL MANAGEMENT, LLC | $35,410,187 | 4,270,644 | 1.90% | Shares |
| MORGAN STANLEY | $33,122,436 | 3,995,468 | 1.78% | Shares |
| NORTHERN TRUST CORP | $29,166,641 | 3,518,292 | 1.56% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $29,008,708 | 3,499,298 | 1.55% | Shares |
| CITADEL ADVISORS LLC | $26,825,611 | 3,235,900 | 1.44% | Put option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24,439,749 | 2,948,100 | 1.31% | Put option |
| Caption Management, LLC | $21,136,184 | 2,549,600 | 1.13% | Put option |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $20,517,750 | 2,475,000 | 1.10% | Shares |
| UBS Group AG | $19,833,949 | 2,392,515 | 1.06% | Shares |
| Bank of New York Mellon Corp | $18,902,995 | 2,280,217 | 1.01% | Shares |
| Point72 Asset Management, L.P. | $15,879,785 | 1,915,535 | 0.85% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15,850,148 | 1,911,960 | 0.85% | Shares |
| GOLDMAN SACHS GROUP INC | $15,499,786 | 1,869,697 | 0.83% | Shares |
| Invesco Ltd. | $14,115,632 | 1,702,730 | 0.76% | Shares |
| JANE STREET GROUP, LLC | $14,083,052 | 1,698,800 | 0.75% | Call option |
| Connor, Clark & Lunn Investment Management Ltd. | $13,820,458 | 1,667,124 | 0.74% | Shares |
| PEAK6 LLC | $12,189,483 | 1,470,384 | 0.65% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $12,093,814 | 1,485,727 | 0.65% | Shares |
| CITADEL ADVISORS LLC | $11,651,595 | 1,405,500 | 0.62% | Call option |
| TWO SIGMA INVESTMENTS, LP | $11,344,409 | 1,368,445 | 0.61% | Shares |
| Gotham Asset Management, LLC | $11,191,749 | 1,350,030 | 0.60% | Shares |
| BANK OF AMERICA CORP /DE/ | $10,472,878 | 1,263,315 | 0.56% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9,423,558 | 1,136,738 | 0.51% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $9,316,526 | 1,123,827 | 0.50% | Shares |
| Quantinno Capital Management LP | $8,374,584 | 1,010,203 | 0.45% | Shares |
| ELEMENT CAPITAL MANAGEMENT LLC | $8,290,000 | 1,000,000 | 0.44% | Call option |
| ELEMENT CAPITAL MANAGEMENT LLC | $7,461,000 | 900,000 | 0.40% | Shares |
| MARSHALL WACE, LLP | $7,444,569 | 898,018 | 0.40% | Shares |
| Sound Income Strategies, LLC | $6,502,576 | 784,388 | 0.35% | Shares |
| JANUS HENDERSON GROUP PLC | $6,447,384 | 927,506 | 0.35% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $6,405,766 | 772,710 | 0.34% | Shares |
| PEAK6 LLC | $5,817,093 | 701,700 | 0.31% | Call option |
| TWO SIGMA ADVISERS, LP | $5,604,466 | 672,805 | 0.30% | Shares |
| Advisors Asset Management, Inc. | $5,231,607 | 628,044 | 0.28% | Shares |
| D. E. Shaw & Co., Inc. | $4,977,316 | 600,400 | 0.27% | Call option |
| Cubist Systematic Strategies, LLC | $4,930,990 | 538,318 | 0.26% | Shares |
| ALPS ADVISORS INC | $4,886,358 | 589,428 | 0.26% | Shares |
| Quinn Opportunity Partners LLC | $4,858,379 | 586,053 | 0.26% | Shares |
Activists & 5%+ owners 21 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Nelson Peltz, Peter W. May, Trian Fund Management, L.P., Trian Fund Management GP, LLC, Trian Partners GP, L.P., Trian Partners General Partner, LLC, Trian Partners, L.P., Trian Partners Master Fund, L.P., Trian Partners Parallel Fund I, L.P., Trian Partners Strategic Fund G-II, L.P., Trian Partners Strategic Fund-K, L.P., Matthew Peltz ×32 filings | Feb. 18, 2026 | 16.24% | Amendment | Passive investment | SEC |
| Nelson Peltz (2), Peter W. May (2), Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners GP, L.P. S.S. OR, Trian Partners General Partner, LLC S.S. OR, Trian Partners, L.P. S.S. OR, Trian Partners Master Fund, L.P. S.S. OR, Trian Partners Parallel Fund I, L.P. S.S. OR, Matthew Peltz (2), Trian Partners Strategic Fund G-II, L.P. S.S. OR, Trian Partners Strategic Fund-K, L.P. S.S. OR ×2 filings | Sept. 6, 2024 | · | Initial filing | · | SEC |
| Farallon Capital Partners, L.P., Farallon Capital Institutional Partners, L.P., Farallon Capital Institutional Partners II, L.P., Farallon Capital Institutional Partners III, L.P., Tinicum Partners, L.P., Farallon Capital Offshore Investors II, L.P., Farallon Capital Management, L.L.C., Farallon Partners, L.L.C., William F. Duhamel, Richard B. Fried, Monica R. Landry, Douglas M. MacMahon, William F. Mellin, Stephen L. Millham, Jason E. Moment, Ashish H. Pant, Rajiv A. Patel, Derek C. Schrier [See Item 2], Andrew J. M. Spokes, Thomas F. Steyer, Mark C. Wehrly | Oct. 6, 2008 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 16, 2008 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person | April 30, 2008 | · | Initial filing | M&A / sale | SEC |
| Triarc Companies, Inc., Nelson Peltz, Peter W. May ×2 filings | April 10, 2008 | · | Initial filing | M&A / sale | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Dec. 26, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Feb. 23, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Jan. 6, 2006 | · | Initial filing | · | SEC |
| Russell V. Umphenour, Jr. | Aug. 4, 2005 | · | Initial filing | Passive investment | SEC |
| PETER W. MAY ×2 filings | May 23, 2005 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | June 29, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | April 26, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 16, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 4, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 24, 2003 | · | Initial filing | · | SEC |
| Madison West Associates Corp., Triarc Companies, Inc., Nelson Peltz, Peter W. May, Neale M. Albert, DWG Acquisition Group, L.P. ×2 filings | Sept. 4, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | July 1, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | April 25, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 12, 2002 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 4, 2002 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 76 insiders · 42 officers · 27 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert D. Wright | President & CEO | Sept. 15, 2026 A | 0 | 0 | 0 | $0 |
| Kirk Tanner | President & CEO | June 16, 2025 A | 73,275 | 0 | 0 | $0 |
| Todd Allan Penegor | President & CEO | Dec. 15, 2023 A | 685,805 | 0 | 0 | $0 |
| Thomas A Garrett | Pres & CEO of ARG | Dec. 18, 2008 A | 579,668 | 0 | 0 | $0 |
| Gregory H Sachs | Chm & CEO Deerfield & Company | April 19, 2007 G | 100 | 0 | 0 | $0 |
| Douglas N Benham | Pres. & CEO of Arby's, LLC | June 27, 2005 P | 8,500 | 0 | 0 | $0 |
| Steven Cirulis | CFO & Chf Strategy Ofc | Sept. 15, 2026 A | · | 0 | 0 | $0 |
| Kenneth M. Cook | Chief Financial Officer | June 15, 2026 A | 1,500 | 0 | 0 | $0 |
| Gunther Plosch | Chief Financial Officer | Sept. 17, 2024 A | 166,062 | 0 | 0 | $0 |
| Leigh A. Burnside | SVP, CAO & CFO US | Jan. 17, 2023 M | 78,081 | 0 | 0 | $0 |
| Stephen E Hare | SVP & CFO | Aug. 23, 2013 M | 336,637 | 0 | 0 | $0 |
| Francis T Mccarron | EVP and CFO | June 29, 2007 F | 8,710 | 0 | 0 | $0 |
| E.J. Wunsch | President, International | Sept. 15, 2026 A | 131,764 | 0 | 0 | $0 |
| Abigail E. Pringle | President, U.S. | June 16, 2025 A | 177,995 | 0 | 0 | $0 |
| Darrell Van Ligten | President - International | March 31, 2015 M | 74,470 | 0 | 0 | $0 |
| Hala G Moddelmog | President of ARG | July 8, 2010 A | · | 0 | 0 | $0 |
| Aaron M. Kale | Chief Accounting Officer | Sept. 15, 2026 A | 14,438 | 0 | 0 | $0 |
| Matthew P Spessard | Chief Information Officer | Sept. 15, 2026 A | 31,505 | 0 | 0 | $0 |
| John Min | Chief Legal Ofcr & Secretary | Sept. 15, 2026 A | 39,060 | 1 | 0 | $13,906 |
| Tariq Hassan | CMO & Customer Growth Officer | Sept. 15, 2026 A | · | 0 | 0 | $0 |
| Liliana Esposito | Chf Corp Affrs & Sustnblty Ofc | Sept. 15, 2026 A | 122,257 | 0 | 0 | $0 |
| Lindsay J. Radkoski | CMO, U.S. | Aug. 15, 2026 M | 63,168 | 0 | 0 | $0 |
| Suzanne M. Thuerk | Chief Accounting Officer | March 16, 2026 A | 12,619 | 0 | 0 | $0 |
| Matthew Coley O'Brien | Chief People Officer | March 16, 2026 A | 106,587 | 0 | 0 | $0 |
| Deepak Ajmani | Chief Operations Officer - U.S | Aug. 11, 2024 M | 20,463 | 0 | 0 | $0 |
| Juan Carlos Loredo | Global Chief Marketing Officer | May 9, 2024 M | 27,586 | 0 | 0 | $0 |
| John Kevin Vasconi | Chief Information Officer | Dec. 15, 2023 A | · | 0 | 0 | $0 |
| Kurt A Kane | Pres US & Chf Commercial Ofc | Dec. 15, 2022 A | 115,163 | 0 | 0 | $0 |
| Scott R. Toop | SVP, Gen Counsel & Sec | Aug. 7, 2015 A | 123,817 | 0 | 0 | $0 |
| Steven B Graham | SVP & Chief Accounting Officer | Sept. 16, 2014 A | 42,911 | 0 | 0 | $0 |
| Craig S. Bahner | Chief Marketing Officer | Aug. 11, 2014 A | · | 0 | 0 | $0 |
| John D. Barker | SVP & Chief Communications Ofc | June 16, 2014 A | 83,519 | 0 | 0 | $0 |
| John N. Peters | SVP - North America Operations | Feb. 19, 2014 M | 58,175 | 0 | 0 | $0 |
| Margaret Roach Nollen | SVP, Investor Rel. & Strategy | Dec. 16, 2013 A | · | 0 | 0 | $0 |
| David J. Karam | Pres. Wendy's Int'l, Inc. | Dec. 30, 2011 M | 175,503 | 0 | 0 | $0 |
| Sharron L. Barton | SVP and Chief Admin | July 8, 2010 A | 213,739 | 0 | 0 | $0 |
| Nils H Okeson | SVP & Gen Counsel & Secretary | July 8, 2010 A | 15,547 | 0 | 0 | $0 |
| Fred H Schaefer | Senior Vice President | Dec. 28, 2007 S | 0 | 0 | 0 | $0 |
| Stuart I Rosen | Senior VP, GC and Asst. Sec. | Sept. 19, 2007 S | 80,400 | 0 | 0 | $0 |
| Greg Essner | Senior VP and Treasurer | June 29, 2007 F | 61,849 | 0 | 0 | $0 |
| TARBELL ANNE A | Senior VP Corp Dev and IR | June 29, 2007 F | 92,039 | 0 | 0 | $0 |
| Brian L Schorr | Exec. VP and General Counsel | June 29, 2007 F | 131,999 | 0 | 0 | $0 |
| Bradley G. Peltz | Director | Sept. 29, 2026 A | 52,272 | 0 | 0 | $0 |
| Peter W. May | Director | Sept. 29, 2026 A | 5,571,285 | 0 | 0 | $0 |
| Wendy C. Arlin | Director | Sept. 15, 2026 A | 3,350 | 0 | 0 | $0 |
| Michelle Caruso-Cabrera | Director | May 20, 2026 A | 51,663 | 0 | 0 | $0 |
| Richard H. Gomez | Director | May 20, 2026 A | 62,310 | 0 | 0 | $0 |
| Mich J Mathews-Spradlin | Director | May 20, 2026 A | 98,740 | 0 | 0 | $0 |
| Peter Rothschild | Director | May 20, 2026 A | 199,121 | 0 | 0 | $0 |
| Arthur B Winkleblack | Director | May 20, 2026 A | 118,819 | 0 | 0 | $0 |
| Kristin A. Dolan, as the Trustee of the CFD 2010 Grandchildren Trust FBO Aidan Dolan and the CFD 2010 Grandchildren Trust FBO Quentin Dolan | Director | April 3, 2026 A | 47,755 | 0 | 0 | $0 |
| Matthew Peltz | Director | July 1, 2025 A | 132,132 | 0 | 0 | $0 |
| Kenneth W Gilbert | Director | March 17, 2025 A | 27,804 | 0 | 0 | $0 |
| PELTZ NELSON | Director | July 3, 2024 A | 9,959,519 | 0 | 0 | $0 |
| Joseph A Levato | Director | March 15, 2024 A | 30,407 | 0 | 0 | $0 |
| Dennis M. Kass | Director | May 18, 2021 A | 56,199 | 0 | 0 | $0 |
| Ii David E Schwab | Director | May 23, 2016 M | 77,066 | 0 | 0 | $0 |
| J R Lewis | Director | June 1, 2015 A | 134,866 | 0 | 0 | $0 |
| Jack Gumpert Wasserman | Director | March 16, 2015 A | 92,970 | 0 | 0 | $0 |
| SMITH ROLAND | Director | Nov. 13, 2013 M | 414,334 | 0 | 0 | $0 |
| Raymond S Troubh | Director | May 23, 2013 A | 147,970 | 0 | 0 | $0 |
| Chajet Clive | Director | May 23, 2013 A | 92,730 | 0 | 0 | $0 |
| Hugh L Carey | Director | May 28, 2009 A | 26,496 | 0 | 0 | $0 |
| Russ Umphenour | Director | Sept. 15, 2008 A | 3,369,878 | 0 | 0 | $0 |
| Gerald Tsai JR | Director | June 5, 2007 A | 0 | 0 | 0 | $0 |
| Edward P. Garden | 10% owner | March 3, 2023 S | 21,705,770 | 0 | 0 | $0 |
| DWG ACQUISITION GROUP L P | 10% owner | July 23, 2004 J | 0 | 0 | 0 | $0 |
| Peter J. Suerken JR | · | Aug. 12, 2026 M | 6,869 | 1 | 0 | $3,940 |
| David Trimm | · | Aug. 20, 2018 A | 7,601 | 0 | 0 | $0 |
| Emil J. Brolick | · | March 28, 2018 M | 1,162,555 | 0 | 0 | $0 |
| Scott A. Weisberg | · | Feb. 28, 2018 F | 218,625 | 0 | 0 | $0 |
| Scott A Kriss | · | Aug. 11, 2017 A | 30,369 | 0 | 0 | $0 |
| Janet Hill | · | Feb. 22, 2017 M | 211,316 | 0 | 0 | $0 |
| Daniel T Collins | · | June 18, 2008 A | 3,150 | 0 | 0 | $0 |
| Cheryl Barre | · | June 18, 2008 A | 19,041 | 0 | 0 | $0 |
| Jonathan P May | · | Nov. 20, 2003 S | 2,502 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 49 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| JSMD · Janus Detroit Street Trust | 1.04% | 1,480,199 NS | July 31, 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 1.02% | 504,285 NS | July 31, 2026 | N-PORT |
| RCGE · EA Series Trust | 0.53% | 71,715 NS | July 31, 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0.46% | 16,193 SH | Oct. 1, 2026 | Daily |
| VRIG · Invesco Actively Managed Exchange-T… | 0.35% | 7,098,042.66 | Oct. 1, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.32% | 84,859 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.18% | 751,966 SH | Oct. 1, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.14% | 335,475 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.12% | 370,129 SH | Oct. 1, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.11% | 210,454 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.09% | 16,697 NS | July 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.09% | 153,871 NS | July 31, 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.08% | 164,934 SH | Aug. 19, 2026 | Daily |
| VCR · VANGUARD WORLD FUND | 0.08% | 632,951 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.07% | 1,440,266 SH | Sept. 11, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.07% | 26,264 SH | Oct. 1, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.07% | 552,445 SH | Aug. 19, 2026 | Daily |
| FDIS · FIDELITY COVINGTON TRUST | 0.07% | 159,588 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.06% | 14,676 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.05% | 198,537 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.04% | 41,166 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 936,147 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.04% | 4,170,872 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.04% | 77,850 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.03% | 2,214,200 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.02% | 3,485,056 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 45,978 NS | July 31, 2026 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0.01% | 436,180.40 | Oct. 1, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 11,342 SH | Sept. 9, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.01% | 239,300 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 1,808,176 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 639,600 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 227,163 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 231,843 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 49,316 SH | Sept. 9, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 1,217 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 24,602 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 4,851,270 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 112,121 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 7,687 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 13,765 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 36,160 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 9,638,683 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 1,405,929 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 86,862 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 21,730 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 6,705 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 33,213 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 244,084 SH | Sept. 11, 2026 | Daily |
WEN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 33 analysts
HOLD
Median target
$8.00
+30.7%
2 6.1%
Strong Buy
2 6.1%
Buy
19 57.6%
Hold
8 24.2%
Sell
2 6.1%
Strong Sell
12-Month Price Target
18 analysts · 2026-10-02Mean target $7.57 +23.7%
Now
Current price $6.12
Low$5.00
Mean$7.57
High$11.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| WEN | $1.59B | 9.8 | -3.1% | 7.6% | 143.4% | · |
| CAVA | $6.99B | 111.4 | 22.4% | 5.4% | 8.3% | · |
| CAKE | $2.50B | 16.5 | 4.8% | 4.0% | 33.7% | · |
| JMKE | · | · | · | · | · | · |
| WING | $7.06B | 41.3 | 11.3% | 25.0% | -24.5% | · |
| SHAK | · | 74.5 | 15.4% | 3.2% | 9.2% | · |
| BJRI | $837M | 18.3 | 3.1% | 3.5% | 13.0% | · |
| CBRL | $1.26B | 40.3 | -4.7% | 0.95% | 7.0% | · |
| SG | $826M | -6.1 | 0.39% | -19.7% | -34.4% | · |
| BLMN | $579M | 67.9 | 0.14% | 0.21% | 3.5% | · |
Latest News Recent headlines mentioning this company
Should You Worry That Another Brinker Executive Sold? Here's What Investors Should Know
Nasdaq · 1 month, 2 weeks ago
Nelson Peltz Reportedly Preparing Bid to Buy Wendy’s
Yahoo Finance · 1 month, 2 weeks ago
Don't Chase Wendy's Meme Stock Rally. Here Are 2 Restaurant Stocks With Actual Growth Stories.
Nasdaq · 3 months ago
Wall Street Bets Investors Are Bullish Again on Wendy’s. How to Play WEN Stock Amid a Meme Surge Here.
Yahoo Finance · 3 months ago
What Investors Should Know About Wendy's Sudden Surge
Nasdaq · 3 months ago
The Next Meme Stock: Wendy's Stock Skyrockets Amid Retail Frenzy
Yahoo Finance · 3 months, 1 week ago
Wendy's gets the meme stock treatment after Reddit's WallStreetBets calls for a rescue
Yahoo Finance · 3 months, 1 week ago
Stock Market Today, June 24: Wendy's Soars As it Becomes the Latest Meme Stock, Names Steve Cirulis New CFO
Nasdaq · 3 months, 1 week ago
Why Wendy’s (WEN) Is Back in the Takeover Spotlight
Yahoo Finance · 4 months, 2 weeks ago
Nelson Peltz Reportedly Wants to Take Wendy's Private. What That Means for WEN Stock.
Yahoo Finance · 4 months, 2 weeks ago
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Aug 7, 2026