WEN Wendy's Company (The) - Common Stock
WEN 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
WEN 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
配当金 利回り、配当性向、配当履歴、5年CAGR
| 権利落ち日 | 金額 |
|---|---|
| 2026年6月1日 | $0.1400 |
| 2026年3月2日 | $0.1400 |
| 2025年12月1日 | $0.1400 |
| 2025年9月2日 | $0.1400 |
| 2025年6月2日 | $0.1400 |
| 2025年3月3日 | $0.2500 |
| 2024年12月2日 | $0.2500 |
| 2024年9月3日 | $0.2500 |
| 2024年6月3日 | $0.2500 |
| 2024年2月29日 | $0.2500 |
| 2023年11月30日 | $0.2500 |
| 2023年8月31日 | $0.2500 |
| 2023年5月31日 | $0.2500 |
| 2023年2月28日 | $0.2500 |
| 2022年11月30日 | $0.1250 |
| 2022年8月31日 | $0.1250 |
| 2022年5月31日 | $0.1250 |
| 2022年3月4日 | $0.1250 |
| 2021年11月30日 | $0.1200 |
| 2021年8月31日 | $0.1200 |
WEN アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
- 強い買い 2 6.1%
- 買い 2 6.1%
- 保有 19 57.6%
- 売り 8 24.2%
- 強い売り 2 6.1%
12ヶ月目標株価
19 アナリスト · 2026-08-14決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $0.18 | $0.17 | 0.01% |
| 2026年3月31日 | $0.12 | $0.10 | 0.02% |
| 2025年12月31日 | $0.16 | $0.15 | 0.01% |
| 2025年9月30日 | $0.24 | $0.20 | 0.04% |
| 2025年6月30日 | $0.29 | $0.26 | 0.03% |
| 2025年3月31日 | $0.20 | $0.20 | -0.00% |
同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| WEN | $1.59B | 9.8 | -3.1% | 7.6% | 143.4% | — |
| 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% | — |
| PZZA | $1.29B | 43.7 | -0.27% | 1.5% | -7.0% | — |
| FWRG | $966M | 51.3 | 20.3% | 1.6% | 3.2% | — |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 15
| 指標 | トレンド | 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 |
貸借対照表 29
| 指標 | トレンド | 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 | · |
キャッシュフロー 19
| 指標 | トレンド | 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 |
収益性 7
| 指標 | トレンド | 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% |
流動性と支払能力 5
| 指標 | トレンド | 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 |
効率性 3
| 指標 | トレンド | 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 | · | · | · | · | · | · |
成長率 10
| 指標 | トレンド | 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% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション(TTM) 16
| 指標 | トレンド | 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 |
損益計算書 15
| 指標 | トレンド | 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 | · |
貸借対照表 29
| 指標 | トレンド | 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 | · |
キャッシュフロー 17
| 指標 | トレンド | 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 | · |
収益性 7
| 指標 | トレンド | 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% | · | · | · | · |
流動性と支払能力 5
| 指標 | トレンド | 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 | · |
効率性 2
| 指標 | トレンド | 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 | · | · | · | · |
バリュエーション(TTM) 14
| 指標 | トレンド | 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% | · |
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
損益計算書
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 | |
|---|---|---|---|---|---|
| 収益 | $2.18B | $2.25B | $2.18B | $2.10B | $1.90B |
| 営業利益率 % | 15.8% | 16.5% | 17.5% | 16.9% | 19.3% |
| 純利益 | $165M | $194M | $204M | $177M | $200M |
| 希薄化後EPS | $0.85 | $0.95 | $0.97 | $0.82 | $0.89 |
貸借対照表
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 | |
|---|---|---|---|---|---|
| 負債資本倍率 | 23.5 | 10.6 | 8.9 | 6.1 | 5.5 |
| 流動比率 | 1.8 | 1.9 | 2.2 | 2.7 | 1.4 |
| クイックレシオ | 1.2 | 1.4 | 1.6 | 2.2 | 0.8 |
キャッシュフロー
| 2025-12-28 | 2024-12-29 | 2023-12-31 | 2023-01-01 | 2022-01-02 | |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $243M | $261M | $260M | $174M | $268M |
最新ニュース この会社に言及した最近の見出し
- Should You Worry That Another Brinker Executive Sold? Here's What Investors Should Know
- Nelson Peltz Reportedly Preparing Bid to Buy Wendy’s
- ウェンディーズのミーム株ラリーを追うな:真の成長ストーリーを持つレストラン株2選
- ウォール街ベッツ投資家がウェンディーズに再び強気、ミーム株急騰の中でのWEN銘柄の戦略
- 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
- 6月24日の株式市場:ウェンディーズ急騰、ミーム株入りしスティーブ・シルリス新CFO就任
- ウェンディーズ(WEN)が買収のスポットライトに戻った理由
- ネルソン・ペルツ氏、ウェンディーズの非公開化を検討か。WEN株への影響は。
トレードシグナル エントリー価格とリスク/リワード比率を伴う最近の売買シグナル
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機関投資家(13F) 473 提出者 · $1.2B合計 · 時点 2026年6月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 105 (+22 前期比) | 74 (-6 前期比) | 130 (0 前期比) | 138 (-6 前期比) | +27.1M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | $123,881,333 | 14,943,466 | 10.74% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $85,401,358 | 10,301,732 | 7.40% | 株式数 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $66,286,592 | 8,005,627 | 5.75% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62,371,025 | 7,523,646 | 5.41% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $57,402,530 | 6,924,310 | 4.98% | 株式数 |
| STATE STREET CORP | $54,440,306 | 6,566,985 | 4.72% | 株式数 |
| JANE STREET GROUP, LLC | $50,236,571 | 6,059,900 | 4.36% | プットオプション |
| HARRIS ASSOCIATES L P | $46,317,366 | 5,587,137 | 4.02% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $35,463,791 | 4,277,900 | 3.07% | コールオプション |
| GEODE CAPITAL MANAGEMENT, LLC | $30,510,980 | 3,679,666 | 2.65% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $27,185,968 | 3,279,369 | 2.36% | 株式数 |
| CITADEL ADVISORS LLC | $26,825,611 | 3,235,900 | 2.33% | プットオプション |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24,439,749 | 2,948,100 | 2.12% | プットオプション |
| Caption Management, LLC | $21,136,184 | 2,549,600 | 1.83% | プットオプション |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $20,517,750 | 2,475,000 | 1.78% | 株式数 |
| Point72 Asset Management, L.P. | $15,879,785 | 1,915,535 | 1.38% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15,850,148 | 1,911,960 | 1.37% | 株式数 |
| Bank of New York Mellon Corp | $14,879,290 | 1,794,848 | 1.29% | 株式数 |
| JANE STREET GROUP, LLC | $14,083,052 | 1,698,800 | 1.22% | コールオプション |
| Connor, Clark & Lunn Investment Management Ltd. | $13,820,458 | 1,667,124 | 1.20% | 株式数 |
| PEAK6 LLC | $12,189,483 | 1,470,384 | 1.06% | 株式数 |
| GOLDMAN SACHS GROUP INC | $11,905,882 | 1,436,174 | 1.03% | 株式数 |
| CITADEL ADVISORS LLC | $11,651,595 | 1,405,500 | 1.01% | コールオプション |
| TWO SIGMA INVESTMENTS, LP | $11,344,409 | 1,368,445 | 0.98% | 株式数 |
| Gotham Asset Management, LLC | $11,191,749 | 1,350,030 | 0.97% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $9,537,214 | 1,150,448 | 0.83% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $9,316,526 | 1,123,827 | 0.81% | 株式数 |
| Quantinno Capital Management LP | $8,374,584 | 1,010,203 | 0.73% | 株式数 |
| ELEMENT CAPITAL MANAGEMENT LLC | $8,290,000 | 1,000,000 | 0.72% | コールオプション |
| ELEMENT CAPITAL MANAGEMENT LLC | $7,461,000 | 900,000 | 0.65% | 株式数 |
| Sound Income Strategies, LLC | $6,502,576 | 784,388 | 0.56% | 株式数 |
| MARSHALL WACE, LLP | $6,501,640 | 784,275 | 0.56% | 株式数 |
| JANUS HENDERSON GROUP PLC | $5,882,091 | 846,344 | 0.51% | 株式数 |
| PEAK6 LLC | $5,817,093 | 701,700 | 0.50% | コールオプション |
| TWO SIGMA ADVISERS, LP | $5,604,466 | 672,805 | 0.49% | 株式数 |
| D. E. Shaw & Co., Inc. | $4,977,316 | 600,400 | 0.43% | コールオプション |
| Cubist Systematic Strategies, LLC | $4,930,990 | 538,318 | 0.43% | 株式数 |
| ALPS ADVISORS INC | $4,886,358 | 589,428 | 0.42% | 株式数 |
| Quinn Opportunity Partners LLC | $4,858,379 | 586,053 | 0.42% | 株式数 |
| Soviero Asset Management, LP | $4,725,300 | 570,000 | 0.41% | 株式数 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4,678,047 | 564,300 | 0.41% | コールオプション |
| Public Sector Pension Investment Board | $4,495,004 | 542,220 | 0.39% | 株式数 |
| Advisors Asset Management, Inc. | $4,423,787 | 271,398 | 0.38% | 株式数 |
| Converium Capital Inc. | $4,145,000 | 500,000 | 0.36% | 株式数 |
| GOLDMAN SACHS GROUP INC | $3,868,943 | 466,700 | 0.34% | プットオプション |
| AMERIPRISE FINANCIAL INC | $3,802,299 | 458,661 | 0.33% | 株式数 |
| RHUMBLINE ADVISERS | $3,709,191 | 447,433 | 0.32% | 株式数 |
| Walleye Trading LLC | $3,579,622 | 431,800 | 0.31% | コールオプション |
| FIRST TRUST ADVISORS LP | $3,530,123 | 425,829 | 0.31% | 株式数 |
| Walleye Trading LLC | $3,333,409 | 402,100 | 0.29% | プットオプション |
| Balyasny Asset Management L.P. | $3,316,000 | 400,000 | 0.29% | プットオプション |
| Baird Financial Group, Inc. | $3,234,319 | 390,147 | 0.28% | 株式数 |
| Caitong International Asset Management Co., Ltd | $3,036,702 | 366,309 | 0.26% | 株式数 |
| ExodusPoint Capital Management, LP | $2,872,593 | 346,513 | 0.25% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $2,825,738 | 340,861 | 0.24% | 株式数 |
| Walleye Trading LLC | $2,804,126 | 338,254 | 0.24% | 株式数 |
| Walleye Capital LLC | $2,754,767 | 332,300 | 0.24% | コールオプション |
| Swiss National Bank | $2,691,763 | 324,700 | 0.23% | 株式数 |
| Venture Visionary Partners LLC | $2,633,876 | 317,717 | 0.23% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $2,533,650 | 364,554 | 0.22% | 株式数 |
| WINTON GROUP Ltd | $2,417,182 | 291,578 | 0.21% | 株式数 |
| Parallax Volatility Advisers, L.P. | $2,362,650 | 285,000 | 0.20% | コールオプション |
| D. E. Shaw & Co., Inc. | $2,315,397 | 279,300 | 0.20% | プットオプション |
| GROUP ONE TRADING LLC | $2,213,040 | 266,953 | 0.19% | 株式数 |
| BlackRock, Inc. | $2,163,309 | 260,954 | 0.19% | 株式数 |
| SIMPLEX TRADING, LLC | $2,129,444 | 256,869 | 0.18% | 株式数 |
| XTX Topco Ltd | $2,074,374 | 250,226 | 0.18% | 株式数 |
| Caption Management, LLC | $2,072,500 | 250,000 | 0.18% | コールオプション |
| Summit Financial, LLC | $2,028,607 | 244,705 | 0.18% | 株式数 |
| Legal & General Group Plc | $1,963,677 | 236,873 | 0.17% | 株式数 |
| Centiva Capital, LP | $1,930,741 | 232,900 | 0.17% | コールオプション |
| CenterBook Partners LP | $1,763,872 | 212,771 | 0.15% | 株式数 |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,741,105 | 210,025 | 0.15% | 株式数 |
| UBS Group AG | $1,718,103 | 207,250 | 0.15% | 株式数 |
| Sculptor Capital LP | $1,658,000 | 200,000 | 0.14% | 株式数 |
| Sculptor Capital LP | $1,658,000 | 200,000 | 0.14% | プットオプション |
| ExodusPoint Capital Management, LP | $1,650,000 | 200,000 | 0.14% | コールオプション |
| MORGAN STANLEY | $1,642,109 | 198,083 | 0.14% | 株式数 |
| GUGGENHEIM CAPITAL LLC | $1,619,758 | 195,387 | 0.14% | 株式数 |
| BNP PARIBAS FINANCIAL MARKETS | $1,603,808 | 193,463 | 0.14% | 株式数 |
| RENAISSANCE TECHNOLOGIES LLC | $1,540,133 | 185,782 | 0.13% | 株式数 |
| Leonteq Securities AG | $1,516,009 | 182,872 | 0.13% | 株式数 |
| Soviero Asset Management, LP | $1,492,200 | 180,000 | 0.13% | コールオプション |
| Brevan Howard Capital Management LP | $1,450,427 | 174,961 | 0.13% | 株式数 |
| SummitTX Capital, L.P. | $1,392,214 | 167,939 | 0.12% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $1,392,090 | 167,924 | 0.12% | 株式数 |
| Quantbot Technologies LP | $1,327,486 | 160,131 | 0.12% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1,271,572 | 182,960 | 0.11% | 株式数 |
| Hudson Bay Capital Management LP | $1,243,500 | 150,000 | 0.11% | コールオプション |
| Summit Trail Advisors, LLC | $1,204,545 | 145,301 | 0.10% | 株式数 |
| LPL Financial LLC | $1,203,633 | 145,191 | 0.10% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $1,171,076 | 141,264 | 0.10% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $1,151,091 | 138,853 | 0.10% | 株式数 |
| Schonfeld Strategic Advisors LLC | $1,132,065 | 136,558 | 0.10% | 株式数 |
| Mirae Asset Global Investments Co., Ltd. | $1,095,242 | 132,116 | 0.09% | 株式数 |
| BANK OF NOVA SCOTIA | $1,090,649 | 131,213 | 0.09% | 株式数 |
| VICTORY CAPITAL MANAGEMENT INC | $1,063,665 | 128,307 | 0.09% | 株式数 |
| BARCLAYS PLC | $1,054,637 | 127,218 | 0.09% | 株式数 |
| Kingsview Wealth Management, LLC | $1,028,779 | 148,026 | 0.09% | 株式数 |
| STATE OF WISCONSIN INVESTMENT BOARD | $994,800 | 120,000 | 0.09% | コールオプション |
企業インサイダー 76 人のインサイダー · 36人の役員 · 27人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Robert D. Wright | President & CEO | 2026年6月15日 A | 0 | 0 | 0 | $0 |
| Kirk Tanner | President & CEO | 2025年6月16日 A | 73,275 | 0 | 0 | $0 |
| Todd Allan Penegor | President & CEO | 2023年12月15日 A | 685,805 | 0 | 0 | $0 |
| Thomas A Garrett | Pres & CEO of ARG | 2008年12月18日 A | 579,668 | 0 | 0 | $0 |
| Gregory H Sachs | Chm & CEO Deerfield & Company | 2007年4月19日 G | 100 | 0 | 0 | $0 |
| Douglas N Benham | Pres. & CEO of Arby's, LLC | 2005年6月27日 P | 8,500 | 0 | 0 | $0 |
| Steven Cirulis | CFO & Chf Strategy Ofc | 2026年6月23日 A | — | 0 | 0 | $0 |
| Kenneth M. Cook | Chief Financial Officer | 2026年6月15日 A | 1,500 | 0 | 0 | $0 |
| Gunther Plosch | Chief Financial Officer | 2024年9月17日 A | 166,062 | 0 | 0 | $0 |
| Leigh A. Burnside | SVP, CAO & CFO US | 2023年1月17日 M | 78,081 | 0 | 0 | $0 |
| Stephen E Hare | SVP & CFO | 2013年8月23日 M | 336,637 | 0 | 0 | $0 |
| Francis T Mccarron | EVP and CFO | 2007年6月29日 F | 8,710 | 0 | 0 | $0 |
| Abigail E. Pringle | President, U.S. | 2025年6月16日 A | 177,995 | 0 | 0 | $0 |
| Darrell Van Ligten | President - International | 2015年3月31日 M | 74,470 | 0 | 0 | $0 |
| Hala G Moddelmog | President of ARG | 2010年7月8日 A | — | 0 | 0 | $0 |
| Lindsay J. Radkoski | CMO, U.S. | 2026年8月15日 M | 63,168 | 0 | 0 | $0 |
| Suzanne M. Thuerk | Chief Accounting Officer | 2026年3月16日 A | 12,619 | 0 | 0 | $0 |
| Matthew Coley O'Brien | Chief People Officer | 2026年3月16日 A | 106,587 | 0 | 0 | $0 |
| Deepak Ajmani | Chief Operations Officer - U.S | 2024年8月11日 M | 20,463 | 0 | 0 | $0 |
| Juan Carlos Loredo | Global Chief Marketing Officer | 2024年5月9日 M | 27,586 | 0 | 0 | $0 |
| John Kevin Vasconi | Chief Information Officer | 2023年12月15日 A | — | 0 | 0 | $0 |
| Kurt A Kane | Pres US & Chf Commercial Ofc | 2022年12月15日 A | 115,163 | 0 | 0 | $0 |
| Scott R. Toop | SVP, Gen Counsel & Sec | 2015年8月7日 A | 123,817 | 0 | 0 | $0 |
| Steven B Graham | SVP & Chief Accounting Officer | 2014年9月16日 A | 42,911 | 0 | 0 | $0 |
| Craig S. Bahner | Chief Marketing Officer | 2014年8月11日 A | — | 0 | 0 | $0 |
| John D. Barker | SVP & Chief Communications Ofc | 2014年6月16日 A | 83,519 | 0 | 0 | $0 |
| John N. Peters | SVP - North America Operations | 2014年2月19日 M | 58,175 | 0 | 0 | $0 |
| Margaret Roach Nollen | SVP, Investor Rel. & Strategy | 2013年12月16日 A | — | 0 | 0 | $0 |
| David J. Karam | Pres. Wendy's Int'l, Inc. | 2011年12月30日 M | 175,503 | 0 | 0 | $0 |
| Sharron L. Barton | SVP and Chief Admin | 2010年7月8日 A | 213,739 | 0 | 0 | $0 |
| Nils H Okeson | SVP & Gen Counsel & Secretary | 2010年7月8日 A | 15,547 | 0 | 0 | $0 |
| Fred H Schaefer | Senior Vice President | 2007年12月28日 S | 0 | 0 | 0 | $0 |
| Stuart I Rosen | Senior VP, GC and Asst. Sec. | 2007年9月19日 S | 80,400 | 0 | 0 | $0 |
| Greg Essner | Senior VP and Treasurer | 2007年6月29日 F | 61,849 | 0 | 0 | $0 |
| TARBELL ANNE A | Senior VP Corp Dev and IR | 2007年6月29日 F | 92,039 | 0 | 0 | $0 |
| Brian L Schorr | Exec. VP and General Counsel | 2007年6月29日 F | 131,999 | 0 | 0 | $0 |
| Bradley G. Peltz | 取締役 | 2026年6月29日 A | 48,954 | 0 | 0 | $0 |
| Peter W. May | 取締役 | 2026年6月29日 A | 5,567,276 | 0 | 0 | $0 |
| Wendy C. Arlin | 取締役 | 2026年6月15日 A | 3,350 | 0 | 0 | $0 |
| Michelle Caruso-Cabrera | 取締役 | 2026年5月20日 A | 51,663 | 0 | 0 | $0 |
| Richard H. Gomez | 取締役 | 2026年5月20日 A | 62,310 | 0 | 0 | $0 |
| Mich J Mathews-Spradlin | 取締役 | 2026年5月20日 A | 98,740 | 0 | 0 | $0 |
| Peter Rothschild | 取締役 | 2026年5月20日 A | 199,121 | 0 | 0 | $0 |
| Arthur B Winkleblack | 取締役 | 2026年5月20日 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 | 取締役 | 2026年4月3日 A | 47,755 | 0 | 0 | $0 |
| Matthew Peltz | 取締役 | 2025年7月1日 A | 132,132 | 0 | 0 | $0 |
| Kenneth W Gilbert | 取締役 | 2025年3月17日 A | 27,804 | 0 | 0 | $0 |
| PELTZ NELSON | 取締役 | 2024年7月3日 A | 9,959,519 | 0 | 0 | $0 |
| Joseph A Levato | 取締役 | 2024年3月15日 A | 30,407 | 0 | 0 | $0 |
| Dennis M. Kass | 取締役 | 2021年5月18日 A | 56,199 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ
アクティビストおよび5%超のオーナー 21保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| 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 提出書類 | 2026年2月18日 | 16.24% | 修正 | 受動的投資 | 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 提出書類 | 2024年9月6日 | — | 初回提出 | — | 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 | 2008年10月6日 | — | 初回提出 | 受動的投資 | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2008年9月16日 | — | 初回提出 | 受動的投資 | SEC |
| 未開示の報告者, 未開示の報告者 | 2008年4月30日 | — | 初回提出 | M&A / 売却 | SEC |
| Triarc Companies, Inc., Nelson Peltz, Peter W. May ×2 提出書類 | 2008年4月10日 | — | 初回提出 | M&A / 売却 | SEC |
| 未開示の報告者, 未開示の報告者 | 2006年12月26日 | — | 初回提出 | — | SEC |
| 未開示の報告者, 未開示の報告者 | 2006年2月23日 | — | 初回提出 | — | SEC |
| 未開示の報告者, 未開示の報告者 | 2006年1月6日 | — | 初回提出 | — | SEC |
| Russell V. Umphenour, Jr. | 2005年8月4日 | — | 初回提出 | 受動的投資 | SEC |
| PETER W. MAY ×2 提出書類 | 2005年5月23日 | — | 初回提出 | — | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2004年6月29日 | — | 初回提出 | — | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2004年4月26日 | — | 初回提出 | — | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2004年1月16日 | — | 初回提出 | — | SEC |
| 未開示の報告者, 未開示の報告者, 未開示の報告者 | 2003年12月4日 | — | 初回提出 | — | 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.
ETF保有状況 65のETFが保有
ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| DIVY · Tidal Trust I | 1.21% | 44,496 NS | 2026年5月31日 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.64% | 906,055 NS | 2026年4月30日 | N-PORT |
| OUSM · ALPS ETF Trust | 0.49% | 555,292 NS | 2026年5月31日 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0.46% | 14,717 SH | 2026年8月8日 | 日次 |
| HIDV · AB Active ETFs, Inc. | 0.45% | 112,196 NS | 2026年5月31日 | N-PORT |
| RCGE · EA Series Trust | 0.45% | 61,007 NS | 2026年4月30日 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.35% | 91,971 NS | 2026年4月30日 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0.26% | 100,424 NS | 2026年4月30日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.19% | 712,087 SH | 2026年8月8日 | 日次 |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.16% | 428,577 SH | 2026年8月8日 | 日次 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.14% | 335,475 SH | 2026年8月8日 | 日次 |
| IJS · iShares Trust | 0.13% | 1,414,290 SH | 2026年8月8日 | 日次 |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.11% | 199,248 NS | 2026年4月30日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.11% | 1,260,177 NS | 2026年5月31日 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.09% | 29,296 SH | 2026年8月8日 | 日次 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.08% | 164,934 SH | 2026年8月8日 | 日次 |
| VCR · VANGUARD WORLD FUND | 0.08% | 632,951 SH | 2026年8月8日 | 日次 |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 82,437 NS | 2026年4月30日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.08% | 282,434 NS | 2026年5月31日 | N-PORT |
| XJR · iShares Trust | 0.07% | 18,622 SH | 2026年8月8日 | 日次 |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.07% | 14,307 NS | 2026年4月30日 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.07% | 552,445 SH | 2026年8月8日 | 日次 |
| IWO · iShares Trust | 0.07% | 1,384,853 SH | 2026年8月8日 | 日次 |
| IJR · iShares Trust | 0.06% | 9,645,873 SH | 2026年8月8日 | 日次 |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 60,199 NS | 2026年4月30日 | N-PORT |
| SAA · ProShares Trust | 0.05% | 1,890 NS | 2026年5月31日 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.05% | 129,944 NS | 2026年4月30日 | N-PORT |
| ESML · iShares Trust | 0.05% | 191,418 SH | 2026年8月8日 | 日次 |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 29,513 NS | 2026年4月30日 | N-PORT |
| SMLF · iShares Trust | 0.04% | 241,816 SH | 2026年8月8日 | 日次 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 936,147 SH | 2026年8月8日 | 日次 |
| IWM · iShares Trust | 0.04% | 4,132,063 SH | 2026年8月8日 | 日次 |
| ISCV · iShares Trust | 0.04% | 33,213 SH | 2026年8月8日 | 日次 |
| IEDI · iShares U.S. ETF Trust | 0.03% | 1,210 SH | 2026年8月8日 | 日次 |
| SCHD · SCHWAB STRATEGIC TRUST | 0.03% | 3,761,968 NS | 2026年5月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.03% | 2,214,200 SH | 2026年8月8日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.03% | 578,286 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.03% | 753,911 NS | 2026年5月31日 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.02% | 3,485,056 SH | 2026年8月8日 | 日次 |
| ISCB · iShares Trust | 0.02% | 6,705 SH | 2026年8月8日 | 日次 |
| GTO · Invesco Actively Managed Exchange-T… | 0.01% | 437,436.20 | 2026年8月8日 | 日次 |
| WSML · iShares Trust | 0.01% | 11,224 SH | 2026年8月8日 | 日次 |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 1,808,176 SH | 2026年8月8日 | 日次 |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 639,600 SH | 2026年8月8日 | 日次 |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 13,220 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 20,328 NS | 2026年4月30日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 6,105 NS | 2026年5月31日 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 84,533 NS | 2026年5月31日 | N-PORT |
| IWN · iShares Trust | 0.00% | 86,527 SH | 2026年8月8日 | 日次 |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 2,488 NS | 2026年5月31日 | N-PORT |