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WEN Wendys Co.

Consumer Discretionary, filed as WENDYS CO (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

  • 5 Owners
  • Max 6.0%
  • $369M
  • 1 new 1 add 2 reduce 1 small

In 2026 Q2 First Eagle Investment Management opened a position in Wendys, Prem Watsa added, and Bill Nygren / Oakmark and Murray Stahl trimmed.

Who owns this now

Largest portfolio weights among holders, up to 6.0% (Nelson Peltz, Trian Fund Management). Not free-float ownership.

  1. Nelson Peltz Add 6.0%
  2. Prem Watsa Add 2.5%
  3. Bill Nygren / Oakmark Reduce 0.06%
  4. Murray Stahl Reduce 0.01%

Who owns WEN

Sorted by value, long equity only, as of 2026 Q2.

History
Nelson Peltz, Trian Fund Management 6.0%, was 5.5% Small add +0.1% 30,468,434 $253M History
Prem Watsa, Fairfax Financial Holdings 2.5%, was 1.2% Add +144.9% 8,005,627 $66M History
Bill Nygren / Oakmark, Harris Associates L P 0.06% Reduce −5.8% 5,587,137 $46M History
First Eagle Investment Management <0.01% New <0.01% 353,023 $2.9M History
Murray Stahl, Horizon Kinetics Asset Management 0.01%, was 0.02% Reduce −59.6% 108,803 $902K History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WEN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WEN insider trades
  • $18K bought by 2 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Peter J. Suerken Jr. President, U.S.
    Buy
    $3,940 500 shares at $7.88 +71% to stake
    Traded Nov 20, 2025 Filed Nov 21, 2025
    ↗
  2. John Min Chief Legal Ofcr & Secretary
    Buy
    $14K 1,700 shares at $8.18 +130% to stake
    Traded Nov 19, 2025 Filed Nov 21, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 31 share withholdings for taxes, 25 option exercises, 23 stock grants, and 1 other transaction.

SEC filings

Recent issuer filings from EDGAR, 6 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.1B $2.25B $2.18B
Gross profit * $1.32B $1.46B $1.39B
Gross margin * 63.1% 65.1% 63.6%
Net income $177.37M $194.36M $165.08M
Net margin * 8.5% 8.7% 7.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.06B $0.736B $0.618B
Total non-current assets * $4.44B $4.3B $4.34B
Total assets $5.5B $5.03B $4.96B
Total current liabilities $388M $397.63M $351.1M
Total non-current liabilities * $4.65B $4.38B $4.49B
Total equity $465.72M $259.35M $117.38M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $259.9M $355.31M $344.54M
Cash from investing -$77.78M -$129.3M -$150.83M
Cash from financing $288.67M -$303.1M -$343.99M
Net change in cash $464.84M -$85.21M -$145.94M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.