WEN Wendy's (WEN) Insider Trading, Ownership & Congress Trades
Restaurants & Leisure · Retail-eating & drinking places · CIK 0000030697
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
211
13F, latest reported quarter
Conversions, 180 days
23
Codes C/M, not in net · $0 priced
Wendy's insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for Wendy's Co in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 41.5% of the 1,203 shares held after it.
- 1 other insider bought within 30 days.
- 211 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, U.S. Suerken Peter J. JR bought about $3.9K of WEN on Nov 20, 2025; 1 other insider bought within 30 days and 211 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 9, 2025.
- The trade is 56.6% of the 3,004 shares held after it.
- 1 other insider bought within 30 days.
- 211 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Ofcr & Secretary Min John bought about $13.9K of WEN on Nov 19, 2025; 1 other insider bought within 30 days and 211 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 17.4% of the 28,956 shares held after it.
- 3 other insiders bought within 30 days.
- 211 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CMO, U.S. Radkoski Lindsay J. bought about $59.0K of WEN on Jun 3, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 211 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 1,500 shares held after it.
- 3 other insiders bought within 30 days.
- 211 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Cook Kenneth M. bought about $17.0K of WEN on May 23, 2025; 3 other insiders bought within 30 days and 211 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 2.0% of the 85,562 shares held after it.
- 3 other insiders bought within 30 days.
- 211 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief People Officer O'Brien Matthew Coley bought about $20.3K of WEN on May 21, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 211 funds added in the latest 13F quarter.77 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
211 funds bought in last quarter
more than 75% of Restaurants & Leisure
Revenue
-3.1% year over year
below 80% of Restaurants & Leisure
Margin
7.6% net margin
more than 74% of Restaurants & Leisure
Buybacks
$1.9M repurchased, FY to 2026-06-28
below 87% of Restaurants & Leisure
Short interest
31.0% of the float short (float per yahoo 2026-10-26) · 7.7 days to cover · settled 2026-09-30
more than 97% of Restaurants & Leisure
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WEN
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-29.2%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WEN: institutional holders (13F)
13F holdings, latest reported quarter
30,468,434 sh
$252.6M
26,314,724 sh
$218.1M
10,301,732 sh
$85.4M
8,005,627 sh
$66.3M
7,523,646 sh
$62.4M
Congress trades in WEN
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WEN planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
WEN mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Roundhill Meme Stock ETF
$918.5K position · as of 2026-06-30
3.8%
Invesco S&P SmallCap High Dividend Low Volatility ETF
$1.7M position · as of 2026-05-31
2.3%
KraneShares Value Line Dynamic Dividend Equity Index ETF
$724.6K position · as of 2026-06-30
1.8%
Sound Equity Dividend Income ETF
$342.6K position · as of 2026-05-31
1.2%
Janus Henderson Small/Mid Cap Growth Alpha ETF
$10.9M position · as of 2026-07-31
1.0%
Janus Henderson Small Cap Growth Alpha ETF
$3.7M position · as of 2026-07-31
1.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 211 funds added last quarter. Each figure is a federal filing, dated the day it went public.
WEN financials
Revenue growth
-3.1%
XBRL, annual
Net margin
7.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.2B
four quarters, 2025-06-30 to 2026-06-28
Revenue, TTM WEN
| FY Dec 2025 | $2.2B |
| FY Dec 2024 | $2.2B |
| FY Dec 2023 | $2.2B |
| FY Jan 2023 | $2.1B |
| FY Jan 2022 | $1.9B |
| Jun 2026 | $570.6M |
| Mar 2026 | $540.6M |
| Dec 2025 | $543.0M |
| Sep 2025 | $549.5M |
| Jun 2025 | $560.9M |
| Mar 2025 | $523.5M |
| Dec 2024 | $574.3M |
| Sep 2024 | $566.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+5.7%
net income over revenue, 2025-06-30 to 2026-06-28
Net margin, TTM WEN
| FY Dec 2025 | +7.6% |
| FY Dec 2024 | +8.7% |
| FY Dec 2023 | +9.4% |
| FY Jan 2023 | +8.5% |
| FY Jan 2022 | +10.6% |
| Jun 2026 | +5.7% |
| Mar 2026 | +4.2% |
| Dec 2025 | +4.9% |
| Sep 2025 | +8.1% |
| Jun 2025 | +9.8% |
| Mar 2025 | +7.5% |
| Dec 2024 | +8.3% |
| Sep 2024 | +8.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$264.2M
operating cash flow minus capex, 2025-06-30 to 2026-06-28
Free cash flow, TTM WEN
| FY Dec 2025 | $242.6M |
| FY Dec 2024 | $260.9M |
| FY Dec 2023 | $260.4M |
| FY Jan 2023 | $174.4M |
| FY Jan 2022 | $267.8M |
| Jun 2026 | $81.0M |
| Mar 2026 | $47.5M |
| Dec 2025 | $31.4M |
| Sep 2025 | $104.3M |
| Jun 2025 | $39.2M |
| Mar 2025 | $67.7M |
| Dec 2024 | $26.6M |
| Sep 2024 | $123.3M |
At each fiscal year end
Single quarter
Debt to equity
22.82x
long-term 2026-06-28 plus current 2026-06-28; equity 2026-06-28
Debt to equity WEN
| FY Dec 2025 | 23.51x |
| FY Dec 2024 | 10.57x |
| FY Dec 2023 | 8.92x |
| FY Jan 2023 | 6.12x |
| FY Jan 2022 | 5.46x |
| Jun 2026 | 22.82x |
| Mar 2026 | 23.84x |
| Dec 2025 | 23.51x |
| Sep 2025 | 24.95x |
| Jun 2025 | 24.18x |
| Mar 2025 | 21.00x |
| Dec 2024 | 10.57x |
| Sep 2024 | 10.57x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.13x
TTM operating cash flow over long-term 2026-06-28 plus current 2026-06-28
Cash flow to debt WEN
| FY Dec 2025 | 0.12x |
| FY Dec 2024 | 0.13x |
| FY Dec 2023 | 0.13x |
| FY Jan 2023 | 0.09x |
| FY Jan 2022 | 0.15x |
| Jun 2026 | 0.13x |
| Mar 2026 | 0.12x |
| Dec 2025 | 0.12x |
| Sep 2025 | 0.13x |
| Jun 2025 | 0.13x |
| Mar 2025 | 0.12x |
| Dec 2024 | 0.13x |
| Sep 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+108.0%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on equity WEN
| FY Dec 2025 | +87.6% |
| FY Dec 2024 | +68.3% |
| FY Dec 2023 | +52.7% |
| FY Jan 2023 | +39.3% |
| FY Jan 2022 | +40.6% |
| Jun 2026 | +108.0% |
| Mar 2026 | +120.9% |
| Dec 2025 | +87.6% |
| Sep 2025 | +100.8% |
| Jun 2025 | +99.3% |
| Mar 2025 | +90.4% |
| Dec 2024 | +68.3% |
| Sep 2024 | +64.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.6%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on assets WEN
| FY Dec 2025 | +3.3% |
| FY Dec 2024 | +3.8% |
| FY Dec 2023 | +3.8% |
| FY Jan 2023 | +3.3% |
| FY Jan 2022 | +4.0% |
| Jun 2026 | +2.6% |
| Mar 2026 | +3.0% |
| Dec 2025 | +3.3% |
| Sep 2025 | +3.7% |
| Jun 2025 | +3.8% |
| Mar 2025 | +3.8% |
| Dec 2024 | +3.8% |
| Sep 2024 | +3.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+8.3%
operating income after a 29.6% effective tax rate, over long-term 2026-06-28 plus current 2026-06-28 plus average of 2025-06-29 and 2026-06-28 minus cash
Return on invested capital WEN
| FY Dec 2025 | +9.7% |
| FY Dec 2024 | +10.4% |
| FY Dec 2023 | +11.1% |
| FY Jan 2023 | +9.2% |
| FY Jan 2022 | +11.8% |
| Jun 2026 | +8.3% |
| Mar 2026 | +9.1% |
| Dec 2025 | +9.7% |
| Sep 2025 | +10.5% |
| Jun 2025 | +10.5% |
| Mar 2025 | +10.5% |
| Dec 2024 | +10.4% |
| Sep 2024 | +10.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+6.7%
operating income (EBIT proxy) over average of 2025-06-29 and 2026-06-28 minus current liabilities
Return on capital employed WEN
| FY Dec 2025 | +7.4% |
| FY Dec 2024 | +7.9% |
| FY Dec 2023 | +7.7% |
| FY Jan 2023 | +7.2% |
| FY Jan 2022 | +7.9% |
| Jun 2026 | +6.7% |
| Mar 2026 | +7.2% |
| Dec 2025 | +7.4% |
| Sep 2025 | +8.5% |
| Jun 2025 | +8.2% |
| Mar 2025 | +8.1% |
| Dec 2024 | +7.9% |
| Sep 2024 | +7.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
9.38x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-30 to 2026-06-28
P/E, trailing WEN
| FY Dec 2025 | 9.82x |
| FY Dec 2024 | 17.19x |
| FY Dec 2023 | 19.88x |
| FY Jan 2023 | 27.60x |
| FY Jan 2022 | 27.10x |
| Jun 2026 | 11.82x |
| Mar 2026 | 8.72x |
| Dec 2025 | 9.82x |
| Sep 2025 | 9.69x |
| Jun 2025 | 11.92x |
| Mar 2025 | 15.40x |
| Dec 2024 | 17.19x |
| Sep 2024 | 18.73x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$3.6B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2026-06-28 plus current 2026-06-28, minus cash 2026-06-28
Enterprise value WEN
| FY Dec 2025 | $4.0B |
| FY Dec 2024 | $5.7B |
| FY Dec 2023 | $6.3B |
| FY Jan 2023 | $6.9B |
| FY Jan 2022 | $7.4B |
| Jun 2026 | $3.9B |
| Mar 2026 | $3.8B |
| Dec 2025 | $4.0B |
| Sep 2025 | $4.2B |
| Jun 2025 | $4.7B |
| Mar 2025 | $5.3B |
| Dec 2024 | $5.7B |
| Sep 2024 | $5.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+22.4%
TTM free cash flow over market value at close 2026-10-26
FCF yield WEN
| FY Dec 2025 | +15.3% |
| FY Dec 2024 | +7.8% |
| FY Dec 2023 | +6.5% |
| FY Jan 2023 | +3.6% |
| FY Jan 2022 | +5.1% |
| Jun 2026 | +17.8% |
| Mar 2026 | +17.2% |
| Dec 2025 | +15.3% |
| Sep 2025 | +13.6% |
| Jun 2025 | +11.6% |
| Mar 2025 | +8.4% |
| Dec 2024 | +7.8% |
| Sep 2024 | +7.8% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -32%, PEG needs growth
PEG, trailing WEN
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 1.02x |
| FY Jan 2023 | n/a |
| FY Jan 2022 | 0.37x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 17.60x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2023-01 | |
|---|---|---|---|---|
| Revenue | $2.2B | $2.2B | $2.2B | $2.1B |
| Operating income | $343.5M | $371.4M | $382.0M | $353.3M |
| Net income | $165.1M | $194.4M | $204.4M | $177.4M |
| EPS (diluted) | 0.85 | 0.95 | 0.97 | 0.82 |
| Operating cash flow | $344.5M | $355.3M | $345.4M | $259.9M |
| Cash | $300.8M | $450.5M | $516.0M | $745.9M |
| Long-term debt | $2.7B | $2.7B | $2.7B | $2.8B |
| Buybacks | $200.8M | $77.4M | $189.6M | $52.0M |
| Dividends paid | $129.6M | $204.4M | $209.3M | $106.8M |
SEC XBRL, fiscal years, as known on 2026-10-27
WEN Stock Sonar score 5/7 axes
Find similar shapesCompareWEN ranks highest on institutional and government (75th percentile) and profitability (53rd), and lowest on risk and compliance (11th), among Restaurants & Leisure peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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