WEN Wendy's Company (The) - Common Stock
WEN Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
WEN Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo |
|---|---|
| 01 Giugno 2026 | $0,1400 |
| 02 Marzo 2026 | $0,1400 |
| 01 Dicembre 2025 | $0,1400 |
| 02 Settembre 2025 | $0,1400 |
| 02 Giugno 2025 | $0,1400 |
| 03 Marzo 2025 | $0,2500 |
| 02 Dicembre 2024 | $0,2500 |
| 03 Settembre 2024 | $0,2500 |
| 03 Giugno 2024 | $0,2500 |
| 29 Febbraio 2024 | $0,2500 |
| 30 Novembre 2023 | $0,2500 |
| 31 Agosto 2023 | $0,2500 |
| 31 Maggio 2023 | $0,2500 |
| 28 Febbraio 2023 | $0,2500 |
| 30 Novembre 2022 | $0,1250 |
| 31 Agosto 2022 | $0,1250 |
| 31 Maggio 2022 | $0,1250 |
| 04 Marzo 2022 | $0,1250 |
| 30 Novembre 2021 | $0,1200 |
| 31 Agosto 2021 | $0,1200 |
WEN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 2 6,1%
- Compra 2 6,1%
- Mantieni 19 57,6%
- Vendi 8 24,2%
- Vendita forte 2 6,1%
Target Price a 12 Mesi
19 analisti · 2026-08-21Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.18 | $0.17 | 0.01% |
| 31 Marzo 2026 | $0.12 | $0.10 | 0.02% |
| 31 Dicembre 2025 | $0.16 | $0.15 | 0.01% |
| 30 Settembre 2025 | $0.24 | $0.20 | 0.04% |
| 30 Giugno 2025 | $0.29 | $0.26 | 0.03% |
| 31 Marzo 2025 | $0.20 | $0.20 | -0.00% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| 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% | — |
| 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 | $1.31B | 28.7 | 0.37% | 1.3% | 10.1% | — |
| BLMN | $579M | 67.9 | 0.14% | 0.21% | 3.5% | — |
| SG | $826M | -6.1 | 0.39% | -19.7% | -34.4% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 15
| Metrica | Tendenza | 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 |
Stato Patrimoniale 29
| Metrica | Tendenza | 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 | · |
Flusso di cassa 19
| Metrica | Tendenza | 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 |
Redditività 7
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità 5
| Metrica | Tendenza | 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 |
Efficienza 3
| Metrica | Tendenza | 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 | · | · | · | · | · | · |
Tassi di Crescita 10
| Metrica | Tendenza | 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% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 16
| Metrica | Tendenza | 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 |
Conto Economico 15
| Metrica | Tendenza | 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 | -389,980,000 | 190,794,000 | 191,949,000 | 200,643,000 | -409,204,000 | 203,264,000 | 204,919,000 | 205,372,000 | -429,304,000 | 210,624,000 | 212,547,000 | -438,860,000 | |
| Shares (Diluted) | 191,212,000 | 190,900,000 | -391,552,000 | 191,253,000 | 192,714,000 | 201,617,000 | -411,796,000 | 204,254,000 | 206,185,000 | 206,971,000 | -434,590,000 | 212,928,000 | 215,029,000 | -444,297,000 | |
| EBITDA | $117M | $105M | · | $130M | $141M | $120M | · | $132M | $137M | $117M | · | $143M | $118M | · |
Stato Patrimoniale 29
| Metrica | Tendenza | 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 | · |
Flusso di cassa 17
| Metrica | Tendenza | 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 | · |
Redditività 7
| Metrica | Tendenza | 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% | · | · | · | · |
Liquidità e Solvibilità 5
| Metrica | Tendenza | 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 | · |
Efficienza 2
| Metrica | Tendenza | 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 | · | · | · | · |
Valutazione (TTM) 14
| Metrica | Tendenza | 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 | $2.22B | $2.17B | · | $2.20B | $2.22B | $2.20B | · | $2.22B | $2.22B | $2.18B | · | $2.16B | $2.13B | · | |
| Net Income TTM | $155M | $161M | · | $189M | $199M | $186M | · | $205M | $214M | $199M | · | $201M | $189M | · | |
| 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 | 9.6 | 8.2 | · | 9.6 | 11.6 | 16.1 | · | 17.8 | 16.5 | 19.8 | · | 22.9 | 24.5 | · | |
| P/S | 0.7 | 0.6 | · | 0.8 | 1.0 | 1.3 | · | 1.6 | 1.6 | 1.8 | · | · | · | · | |
| 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 | · | · | · | · | |
| P / FCF | · | 27.3 | · | · | · | 42.3 | · | · | · | 46.8 | · | · | · | · | |
| EV / EBITDA | 33.2 | 35.6 | · | 32.1 | 33.0 | 44.0 | · | 44.6 | 42.0 | 52.5 | · | · | · | · | |
| EV / FCF | · | 79.0 | · | · | · | 77.7 | · | · | · | 74.1 | · | · | · | · | |
| EV / Revenue | 1.8 | 1.7 | · | 1.9 | 2.1 | 2.4 | · | 2.6 | 2.6 | 2.8 | · | · | · | · | |
| Earnings Yield | 10.4% | 12.2% | · | 10.4% | 8.6% | 6.2% | · | 5.6% | 6.1% | 5.0% | · | 4.4% | 4.1% | · | |
| Payout Ratio | · | 117.3% | · | · | · | 126.0% | · | · | · | 122.3% | · | · | 133.3% | · |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 | |
|---|---|---|---|---|---|
| Ricavi | $2.18B | $2.25B | $2.18B | $2.10B | $1.90B |
| Margine Operativo % | 15.8% | 16.5% | 17.5% | 16.9% | 19.3% |
| Utile netto | $165M | $194M | $204M | $177M | $200M |
| EPS Diluito | $0.85 | $0.95 | $0.97 | $0.82 | $0.89 |
Stato Patrimoniale
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 23.5 | 10.6 | 8.9 | 6.1 | 5.5 |
| Rapporto corrente | 1.8 | 1.9 | 2.2 | 2.7 | 1.4 |
| Quick Ratio | 1.2 | 1.4 | 1.6 | 2.2 | 0.8 |
Flusso di cassa
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $243M | $261M | $260M | $174M | $268M |
Ultime notizie Notizie recenti che menzionano questa società
- Should You Worry That Another Brinker Executive Sold? Here's What Investors Should Know
- Nelson Peltz Reportedly Preparing Bid to Buy Wendy’s
- Non inseguite il rally meme di Wendy's. Ecco 2 titoli della ristorazione con storie di crescita reali.
- Gli investitori di Wall Street Bets tornano rialzisti su Wendy's. Come puntare sul titolo WEN in piena meme surge.
- What Investors Should Know About Wendy's Sudden Surge
- The Next Meme Stock: Wendy's Stock Skyrockets Amid Retail Frenzy
- Wendy's gets the meme stock treatment after Reddit's WallStreetBets calls for a rescue
- Mercato Azionario Oggi, 24 Giugno: Wendy's in Rialzo Diventa l'Ultimo Meme Stock, Steve Cirulis Nuovo CFO
- Perché Wendy’s (WEN) è di nuovo sotto i riflettori per un'acquisizione
- Nelson Peltz Vorrebbe Rendere Wendy's Privata. Cosa Significa per il Titolo WEN.
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
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Proprietari istituzionali (13F) 473 filer · $1.2B totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 99 (+10 vs trimestre precedente) | 75 (-6 vs trimestre precedente) | 134 (+3 vs trimestre precedente) | 139 (-5 vs trimestre precedente) | +9.7M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | $123.881.333 | 14.943.466 | 10,75% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $85.401.358 | 10.301.732 | 7,41% | Azioni |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $66.286.592 | 8.005.627 | 5,75% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.371.025 | 7.523.646 | 5,41% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $57.402.530 | 6.924.310 | 4,98% | Azioni |
| STATE STREET CORP | $54.440.306 | 6.566.985 | 4,72% | Azioni |
| JANE STREET GROUP, LLC | $50.236.571 | 6.059.900 | 4,36% | Opzione Put |
| HARRIS ASSOCIATES L P | $46.317.366 | 5.587.137 | 4,02% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $35.463.791 | 4.277.900 | 3,08% | Opzione Call |
| GEODE CAPITAL MANAGEMENT, LLC | $30.510.980 | 3.679.666 | 2,65% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $27.185.968 | 3.279.369 | 2,36% | Azioni |
| CITADEL ADVISORS LLC | $26.825.611 | 3.235.900 | 2,33% | Opzione Put |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.439.749 | 2.948.100 | 2,12% | Opzione Put |
| Caption Management, LLC | $21.136.184 | 2.549.600 | 1,83% | Opzione Put |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $20.517.750 | 2.475.000 | 1,78% | Azioni |
| Point72 Asset Management, L.P. | $15.879.785 | 1.915.535 | 1,38% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.850.148 | 1.911.960 | 1,38% | Azioni |
| Bank of New York Mellon Corp | $14.879.290 | 1.794.848 | 1,29% | Azioni |
| JANE STREET GROUP, LLC | $14.083.052 | 1.698.800 | 1,22% | Opzione Call |
| Connor, Clark & Lunn Investment Management Ltd. | $13.820.458 | 1.667.124 | 1,20% | Azioni |
| PEAK6 LLC | $12.189.483 | 1.470.384 | 1,06% | Azioni |
| GOLDMAN SACHS GROUP INC | $11.905.882 | 1.436.174 | 1,03% | Azioni |
| CITADEL ADVISORS LLC | $11.651.595 | 1.405.500 | 1,01% | Opzione Call |
| TWO SIGMA INVESTMENTS, LP | $11.344.409 | 1.368.445 | 0,98% | Azioni |
| Gotham Asset Management, LLC | $11.191.749 | 1.350.030 | 0,97% | Azioni |
| BANK OF AMERICA CORP /DE/ | $9.537.214 | 1.150.448 | 0,83% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $9.316.526 | 1.123.827 | 0,81% | Azioni |
| Quantinno Capital Management LP | $8.374.584 | 1.010.203 | 0,73% | Azioni |
| ELEMENT CAPITAL MANAGEMENT LLC | $8.290.000 | 1.000.000 | 0,72% | Opzione Call |
| ELEMENT CAPITAL MANAGEMENT LLC | $7.461.000 | 900.000 | 0,65% | Azioni |
| Sound Income Strategies, LLC | $6.502.576 | 784.388 | 0,56% | Azioni |
| MARSHALL WACE, LLP | $6.501.640 | 784.275 | 0,56% | Azioni |
| JANUS HENDERSON GROUP PLC | $5.882.091 | 846.344 | 0,51% | Azioni |
| PEAK6 LLC | $5.817.093 | 701.700 | 0,50% | Opzione Call |
| TWO SIGMA ADVISERS, LP | $5.604.466 | 672.805 | 0,49% | Azioni |
| D. E. Shaw & Co., Inc. | $4.977.316 | 600.400 | 0,43% | Opzione Call |
| Cubist Systematic Strategies, LLC | $4.930.990 | 538.318 | 0,43% | Azioni |
| ALPS ADVISORS INC | $4.886.358 | 589.428 | 0,42% | Azioni |
| Quinn Opportunity Partners LLC | $4.858.379 | 586.053 | 0,42% | Azioni |
| Soviero Asset Management, LP | $4.725.300 | 570.000 | 0,41% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4.678.047 | 564.300 | 0,41% | Opzione Call |
| Public Sector Pension Investment Board | $4.495.004 | 542.220 | 0,39% | Azioni |
| Advisors Asset Management, Inc. | $4.423.787 | 271.398 | 0,38% | Azioni |
| Converium Capital Inc. | $4.145.000 | 500.000 | 0,36% | Azioni |
| GOLDMAN SACHS GROUP INC | $3.868.943 | 466.700 | 0,34% | Opzione Put |
| AMERIPRISE FINANCIAL INC | $3.802.299 | 458.661 | 0,33% | Azioni |
| RHUMBLINE ADVISERS | $3.709.191 | 447.433 | 0,32% | Azioni |
| Walleye Trading LLC | $3.579.622 | 431.800 | 0,31% | Opzione Call |
| FIRST TRUST ADVISORS LP | $3.530.123 | 425.829 | 0,31% | Azioni |
| Walleye Trading LLC | $3.333.409 | 402.100 | 0,29% | Opzione Put |
| Balyasny Asset Management L.P. | $3.316.000 | 400.000 | 0,29% | Opzione Put |
| Baird Financial Group, Inc. | $3.234.319 | 390.147 | 0,28% | Azioni |
| Caitong International Asset Management Co., Ltd | $3.036.702 | 366.309 | 0,26% | Azioni |
| ExodusPoint Capital Management, LP | $2.872.593 | 346.513 | 0,25% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $2.825.738 | 340.861 | 0,25% | Azioni |
| Walleye Trading LLC | $2.804.126 | 338.254 | 0,24% | Azioni |
| Walleye Capital LLC | $2.754.767 | 332.300 | 0,24% | Opzione Call |
| Swiss National Bank | $2.691.763 | 324.700 | 0,23% | Azioni |
| Venture Visionary Partners LLC | $2.633.876 | 317.717 | 0,23% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $2.533.650 | 364.554 | 0,22% | Azioni |
| WINTON GROUP Ltd | $2.417.182 | 291.578 | 0,21% | Azioni |
| Parallax Volatility Advisers, L.P. | $2.362.650 | 285.000 | 0,21% | Opzione Call |
| D. E. Shaw & Co., Inc. | $2.315.397 | 279.300 | 0,20% | Opzione Put |
| GROUP ONE TRADING LLC | $2.213.040 | 266.953 | 0,19% | Azioni |
| BlackRock, Inc. | $2.163.309 | 260.954 | 0,19% | Azioni |
| SIMPLEX TRADING, LLC | $2.129.444 | 256.869 | 0,18% | Azioni |
| XTX Topco Ltd | $2.074.374 | 250.226 | 0,18% | Azioni |
| Caption Management, LLC | $2.072.500 | 250.000 | 0,18% | Opzione Call |
| Summit Financial, LLC | $2.028.607 | 244.705 | 0,18% | Azioni |
| Legal & General Group Plc | $1.963.677 | 236.873 | 0,17% | Azioni |
| Centiva Capital, LP | $1.930.741 | 232.900 | 0,17% | Opzione Call |
| CenterBook Partners LP | $1.763.872 | 212.771 | 0,15% | Azioni |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.741.105 | 210.025 | 0,15% | Azioni |
| UBS Group AG | $1.718.103 | 207.250 | 0,15% | Azioni |
| Sculptor Capital LP | $1.658.000 | 200.000 | 0,14% | Azioni |
| Sculptor Capital LP | $1.658.000 | 200.000 | 0,14% | Opzione Put |
| ExodusPoint Capital Management, LP | $1.650.000 | 200.000 | 0,14% | Opzione Call |
| MORGAN STANLEY | $1.642.109 | 198.083 | 0,14% | Azioni |
| GUGGENHEIM CAPITAL LLC | $1.619.758 | 195.387 | 0,14% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $1.603.808 | 193.463 | 0,14% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $1.540.133 | 185.782 | 0,13% | Azioni |
| Leonteq Securities AG | $1.516.009 | 182.872 | 0,13% | Azioni |
| Soviero Asset Management, LP | $1.492.200 | 180.000 | 0,13% | Opzione Call |
| Brevan Howard Capital Management LP | $1.450.427 | 174.961 | 0,13% | Azioni |
| SummitTX Capital, L.P. | $1.392.214 | 167.939 | 0,12% | Azioni |
| PRUDENTIAL FINANCIAL INC | $1.392.090 | 167.924 | 0,12% | Azioni |
| Quantbot Technologies LP | $1.327.486 | 160.131 | 0,12% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.271.572 | 182.960 | 0,11% | Azioni |
| Hudson Bay Capital Management LP | $1.243.500 | 150.000 | 0,11% | Opzione Call |
| Summit Trail Advisors, LLC | $1.204.545 | 145.301 | 0,10% | Azioni |
| LPL Financial LLC | $1.203.633 | 145.191 | 0,10% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $1.171.076 | 141.264 | 0,10% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.151.091 | 138.853 | 0,10% | Azioni |
| Schonfeld Strategic Advisors LLC | $1.132.065 | 136.558 | 0,10% | Azioni |
| Mirae Asset Global Investments Co., Ltd. | $1.095.242 | 132.116 | 0,10% | Azioni |
| BANK OF NOVA SCOTIA | $1.090.649 | 131.213 | 0,09% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $1.063.665 | 128.307 | 0,09% | Azioni |
| BARCLAYS PLC | $1.054.637 | 127.218 | 0,09% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $994.800 | 120.000 | 0,09% | Opzione Call |
| CREDIT INDUSTRIEL ET COMMERCIAL | $971.588 | 117.200 | 0,08% | Opzione Call |
Insider aziendali 76 insider · 36 dirigenti · 27 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Robert D. Wright | President & CEO | 15 Giugno 2026 A | 0 | 0 | 0 | $0 |
| Kirk Tanner | President & CEO | 16 Giugno 2025 A | 73.275 | 0 | 0 | $0 |
| Todd Allan Penegor | President & CEO | 15 Dicembre 2023 A | 685.805 | 0 | 0 | $0 |
| Thomas A Garrett | Pres & CEO of ARG | 18 Dicembre 2008 A | 579.668 | 0 | 0 | $0 |
| Gregory H Sachs | Chm & CEO Deerfield & Company | 19 Aprile 2007 G | 100 | 0 | 0 | $0 |
| Douglas N Benham | Pres. & CEO of Arby's, LLC | 27 Giugno 2005 P | 8.500 | 0 | 0 | $0 |
| Steven Cirulis | CFO & Chf Strategy Ofc | 23 Giugno 2026 A | — | 0 | 0 | $0 |
| Kenneth M. Cook | Chief Financial Officer | 15 Giugno 2026 A | 1.500 | 0 | 0 | $0 |
| Gunther Plosch | Chief Financial Officer | 17 Settembre 2024 A | 166.062 | 0 | 0 | $0 |
| Leigh A. Burnside | SVP, CAO & CFO US | 17 Gennaio 2023 M | 78.081 | 0 | 0 | $0 |
| Stephen E Hare | SVP & CFO | 23 Agosto 2013 M | 336.637 | 0 | 0 | $0 |
| Francis T Mccarron | EVP and CFO | 29 Giugno 2007 F | 8.710 | 0 | 0 | $0 |
| Abigail E. Pringle | President, U.S. | 16 Giugno 2025 A | 177.995 | 0 | 0 | $0 |
| Darrell Van Ligten | President - International | 31 Marzo 2015 M | 74.470 | 0 | 0 | $0 |
| Hala G Moddelmog | President of ARG | 08 Luglio 2010 A | — | 0 | 0 | $0 |
| Lindsay J. Radkoski | CMO, U.S. | 15 Agosto 2026 M | 63.168 | 0 | 0 | $0 |
| Suzanne M. Thuerk | Chief Accounting Officer | 16 Marzo 2026 A | 12.619 | 0 | 0 | $0 |
| Matthew Coley O'Brien | Chief People Officer | 16 Marzo 2026 A | 106.587 | 0 | 0 | $0 |
| Deepak Ajmani | Chief Operations Officer - U.S | 11 Agosto 2024 M | 20.463 | 0 | 0 | $0 |
| Juan Carlos Loredo | Global Chief Marketing Officer | 09 Maggio 2024 M | 27.586 | 0 | 0 | $0 |
| John Kevin Vasconi | Chief Information Officer | 15 Dicembre 2023 A | — | 0 | 0 | $0 |
| Kurt A Kane | Pres US & Chf Commercial Ofc | 15 Dicembre 2022 A | 115.163 | 0 | 0 | $0 |
| Scott R. Toop | SVP, Gen Counsel & Sec | 07 Agosto 2015 A | 123.817 | 0 | 0 | $0 |
| Steven B Graham | SVP & Chief Accounting Officer | 16 Settembre 2014 A | 42.911 | 0 | 0 | $0 |
| Craig S. Bahner | Chief Marketing Officer | 11 Agosto 2014 A | — | 0 | 0 | $0 |
| John D. Barker | SVP & Chief Communications Ofc | 16 Giugno 2014 A | 83.519 | 0 | 0 | $0 |
| John N. Peters | SVP - North America Operations | 19 Febbraio 2014 M | 58.175 | 0 | 0 | $0 |
| Margaret Roach Nollen | SVP, Investor Rel. & Strategy | 16 Dicembre 2013 A | — | 0 | 0 | $0 |
| David J. Karam | Pres. Wendy's Int'l, Inc. | 30 Dicembre 2011 M | 175.503 | 0 | 0 | $0 |
| Sharron L. Barton | SVP and Chief Admin | 08 Luglio 2010 A | 213.739 | 0 | 0 | $0 |
| Nils H Okeson | SVP & Gen Counsel & Secretary | 08 Luglio 2010 A | 15.547 | 0 | 0 | $0 |
| Fred H Schaefer | Senior Vice President | 28 Dicembre 2007 S | 0 | 0 | 0 | $0 |
| Stuart I Rosen | Senior VP, GC and Asst. Sec. | 19 Settembre 2007 S | 80.400 | 0 | 0 | $0 |
| Greg Essner | Senior VP and Treasurer | 29 Giugno 2007 F | 61.849 | 0 | 0 | $0 |
| TARBELL ANNE A | Senior VP Corp Dev and IR | 29 Giugno 2007 F | 92.039 | 0 | 0 | $0 |
| Brian L Schorr | Exec. VP and General Counsel | 29 Giugno 2007 F | 131.999 | 0 | 0 | $0 |
| Bradley G. Peltz | Direttore | 29 Giugno 2026 A | 48.954 | 0 | 0 | $0 |
| Peter W. May | Direttore | 29 Giugno 2026 A | 5.567.276 | 0 | 0 | $0 |
| Wendy C. Arlin | Direttore | 15 Giugno 2026 A | 3.350 | 0 | 0 | $0 |
| Michelle Caruso-Cabrera | Direttore | 20 Maggio 2026 A | 51.663 | 0 | 0 | $0 |
| Richard H. Gomez | Direttore | 20 Maggio 2026 A | 62.310 | 0 | 0 | $0 |
| Mich J Mathews-Spradlin | Direttore | 20 Maggio 2026 A | 98.740 | 0 | 0 | $0 |
| Peter Rothschild | Direttore | 20 Maggio 2026 A | 199.121 | 0 | 0 | $0 |
| Arthur B Winkleblack | Direttore | 20 Maggio 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 | Direttore | 03 Aprile 2026 A | 47.755 | 0 | 0 | $0 |
| Matthew Peltz | Direttore | 01 Luglio 2025 A | 132.132 | 0 | 0 | $0 |
| Kenneth W Gilbert | Direttore | 17 Marzo 2025 A | 27.804 | 0 | 0 | $0 |
| PELTZ NELSON | Direttore | 03 Luglio 2024 A | 9.959.519 | 0 | 0 | $0 |
| Joseph A Levato | Direttore | 15 Marzo 2024 A | 30.407 | 0 | 0 | $0 |
| Dennis M. Kass | Direttore | 18 Maggio 2021 A | 56.199 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 21 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| 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 depositi | 18 Febbraio 2026 | 16,24% | Modifica | Investimento passivo | 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 depositi | 06 Settembre 2024 | — | Deposito iniziale | — | 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 | 06 Ottobre 2008 | — | Deposito iniziale | Investimento passivo | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 16 Settembre 2008 | — | Deposito iniziale | Investimento passivo | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 30 Aprile 2008 | — | Deposito iniziale | M&A / vendita | SEC |
| Triarc Companies, Inc., Nelson Peltz, Peter W. May ×2 depositi | 10 Aprile 2008 | — | Deposito iniziale | M&A / vendita | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 26 Dicembre 2006 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 23 Febbraio 2006 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata | 06 Gennaio 2006 | — | Deposito iniziale | — | SEC |
| Russell V. Umphenour, Jr. | 04 Agosto 2005 | — | Deposito iniziale | Investimento passivo | SEC |
| PETER W. MAY ×2 depositi | 23 Maggio 2005 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 29 Giugno 2004 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 26 Aprile 2004 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 16 Gennaio 2004 | — | Deposito iniziale | — | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 04 Dicembre 2003 | — | Deposito iniziale | — | 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.
Proprietà ETF Posseduti da 64 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| DIVY · Tidal Trust I | 1,21% | 44.496 NS | 31 Maggio 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,64% | 906.055 NS | 30 Aprile 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0,55% | 14.717 SH | 20 Agosto 2026 | Giornaliero |
| OUSM · ALPS ETF Trust | 0,49% | 555.292 NS | 31 Maggio 2026 | N-PORT |
| HIDV · AB Active ETFs, Inc. | 0,45% | 112.196 NS | 31 Maggio 2026 | N-PORT |
| RCGE · EA Series Trust | 0,45% | 61.007 NS | 30 Aprile 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,35% | 91.971 NS | 30 Aprile 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,26% | 100.424 NS | 30 Aprile 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,22% | 710.836 SH | 20 Agosto 2026 | Giornaliero |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,18% | 428.703 SH | 20 Agosto 2026 | Giornaliero |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,14% | 335.475 SH | 19 Agosto 2026 | Giornaliero |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,11% | 199.248 NS | 30 Aprile 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,11% | 1.260.177 NS | 31 Maggio 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,10% | 29.296 SH | 20 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | 0,08% | 1.415.674 SH | 20 Agosto 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,08% | 164.934 SH | 19 Agosto 2026 | Giornaliero |
| VCR · VANGUARD WORLD FUND | 0,08% | 632.951 SH | 19 Agosto 2026 | Giornaliero |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 82.437 NS | 30 Aprile 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,08% | 282.434 NS | 31 Maggio 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,07% | 14.307 NS | 30 Aprile 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,07% | 552.445 SH | 19 Agosto 2026 | Giornaliero |
| ESML · iShares Trust | 0,06% | 190.508 SH | 20 Agosto 2026 | Giornaliero |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 60.199 NS | 30 Aprile 2026 | N-PORT |
| SAA · ProShares Trust | 0,05% | 1.890 NS | 31 Maggio 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,05% | 129.944 NS | 30 Aprile 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 29.513 NS | 30 Aprile 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 4.169.450 SH | 20 Agosto 2026 | Giornaliero |
| ISCV · iShares Trust | 0,04% | 33.213 SH | 20 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 936.147 SH | 19 Agosto 2026 | Giornaliero |
| SCHD · SCHWAB STRATEGIC TRUST | 0,03% | 3.761.968 NS | 31 Maggio 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,03% | 2.214.200 SH | 19 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,03% | 578.286 NS | 30 Aprile 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 753.911 NS | 31 Maggio 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 6.705 SH | 20 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,02% | 3.485.056 SH | 19 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,01% | 11.224 SH | 20 Agosto 2026 | Giornaliero |
| GTO · Invesco Actively Managed Exchange-T… | 0,01% | 437,436,20 | 20 Agosto 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 1.808.176 SH | 19 Agosto 2026 | Giornaliero |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 639.600 SH | 19 Agosto 2026 | Giornaliero |
| FNDB · SCHWAB STRATEGIC TRUST | 0,01% | 13.220 NS | 31 Maggio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 20.328 NS | 30 Aprile 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 6.105 NS | 31 Maggio 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 84.533 NS | 31 Maggio 2026 | N-PORT |
| IWN · iShares Trust | 0,01% | 86.795 SH | 20 Agosto 2026 | Giornaliero |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 2.488 NS | 31 Maggio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 227.163 NS | 30 Aprile 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0,00% | 1.228 NS | 31 Maggio 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 48.945 SH | 20 Agosto 2026 | Giornaliero |
| ITOT · iShares Trust | 0,00% | 232.263 SH | 20 Agosto 2026 | Giornaliero |
| GGUS · Goldman Sachs ETF Trust | 0,00% | 1.232 NS | 31 Maggio 2026 | N-PORT |