Market Cap
$1.2B
WEN
Wendy's Co
$6.12 ▼ -2.08%
Prev close $6.25Market cap$1.2B
ConsensusStrong Sell
12-mo target$7.57 (+23.7%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (8/10)28 New Institutional Positions22 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on WEN right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (12%)
Inst. Holders
50 funds
Inst. Value
$1.3B
Inst. Activity
28 buys / 22 sells
Social Sentiment
56° Neutral
SEC Reports
7
Price chart 30d -22.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: WEN — 55.1% short (1.7M / 3.2M)
Short: 1,748,568 | Exempt: 39,218 | TRF Vol: 3,173,137 | Short Ratio: 55.1% | Off-exchange volume (d
Sep 29, 2026 Insider
MAY PETER W was granted 4,009 shares
Director @ $7.42 ($29.7K)
Sep 29, 2026 Insider
Peltz Bradley G. was granted 3,318 shares
Director @ $7.42 ($24.6K)
Sep 15, 2026 Insider
Aug 17, 2026 SEC Wright Robert D. was granted 1,131 shares
President & CEO
Wendy's President-U.S. Pete Suerken resigned effective August 31, 2026, to return as CEO of QSCC, Wendy's independent pu
8-K — Impact 3/10
Wendy's Q2 2026 results showed continued deterioration: global systemwide sales fell 6.5%, net income dropped 40.8% YoY,
8-K — Impact 8/10
The Wendy's Company announced Q1 2026 EPS of $0.12, a 27.4% miss versus the $0.17 consensus, with revenue of $558.1M vs.
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
FAIRFAX FINANCIAL HOLDINGS LTD/ — DOUBLED
8,005,627 shares ($66.3M)
Analyst ratings buy % +9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
12% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Sep 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 28, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 23, 2026 | Stephens & Co. | REITERATE | Equal-Weight | 54% |
| May 13, 2026 | Argus Research | UPGRADE | Buy | 54% |
| May 12, 2026 | TD Cowen | REITERATE | Hold | 56% |
| May 11, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| May 11, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 11, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 2 | 19 | 8 | 2 | 12% | |
| Aug 1, 2026 | 2 | 2 | 19 | 8 | 2 | 12% | |
| Jul 1, 2026 | 2 | 2 | 19 | 8 | 2 | 12% | |
| Jun 1, 2026 | 2 | 2 | 19 | 8 | 2 | 12% | |
| May 1, 2026 | 1 | 2 | 22 | 8 | 2 | 9% | |
| Apr 1, 2026 | 1 | 2 | 22 | 8 | 2 | 9% | |
| Mar 1, 2026 | 1 | 3 | 22 | 8 | 2 | 11% | |
| Feb 1, 2026 | 1 | 3 | 22 | 8 | 2 | 11% |
Price targets
Where 18 covering analysts think WEN trades over the next 12 months.
$7.57 +23.7% upside Strong Buy
Current$6.12 Low$5.00 Median$8.00 High$11.00 18 analysts
$5.00$11.00
Analyst rating Hold· 3.1/5 as of Oct 2, 2026
Social media sentiment mood -6.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 0 bullish, 3 bearish, 0 mixed, 4 neutral · avg impact 4.3/10.
NEUTRAL8-K3/10
Wendy's President-U.S. Pete Suerken resigned effective August 31, 2026, to return as CEO of QSCC, We
Aug 17, 2026
BEARISH8-K8/10
Wendy's Q2 2026 results showed continued deterioration: global systemwide sales fell 6.5%, net incom
Aug 7, 2026
BEARISHPRESS-RELEASE6/10
The Wendy's Company announced Q1 2026 EPS of $0.12, a 27.4% miss versus the $0.17 consensus, with re
Jul 9, 2026
BEARISHINST-CLUSTER5/10
Institutional cluster for WEN shows heavy net selling of ~$85.8M in Q3 2025, driven by full exits an
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: WEN — 55.1% short (1.7M / 3.2M)
Short: 1,748,568 | Exempt: 39,218 | TRF Vol: 3,173,137 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: WEN — 66.7% short (1.3M / 2.0M)
Short: 1,331,482 | Exempt: 8,006 | TRF Vol: 1,997,705 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: WEN — 61.1% short (1.3M / 2.1M)
Short: 1,271,820 | Exempt: 1,649 | TRF Vol: 2,082,052 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: WEN — 66.9% short (2.8M / 4.2M)
Short: 2,776,365 | Exempt: 15,974 | TRF Vol: 4,150,543 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: WEN — 63.9% short (1.6M / 2.5M)
Short: 1,582,276 | Exempt: 11,422 | TRF Vol: 2,477,090 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.10 | $0.06–$0.15 | -58.6% | -2.7% | 1↑ 20↓ | $0.5B | 22 |
| Next Q | $0.10 | $0.03–$0.15 | -40.3% | -5.8% | 1↑ 19↓ | $0.6B | 22 |
| Current FY | $0.50 | $0.44–$0.57 | -43.2% | -1.5% | 1↑ 22↓ | $2.2B | 24 |
| Next FY | $0.52 | $0.33–$0.69 | 3.2% | -2.6% | 0↑ 23↓ | $2.2B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.099 | — |
| 7d ago | $0.102 | -0.003 |
| 30d ago | $0.102 | -0.003 |
| 60d ago | $0.141 | -0.041 |
| 90d ago | $0.144 | -0.044 |
Institutional ownership
Which big funds own WEN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.3B total value (151,435,146 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FAIRFAX. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,314,724 | $218.1M | 17.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,301,732 | $85.4M | 6.8% | — |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 8,005,627 | $66.3M | 5.3% | DOUBLED +144.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,523,646 | $62.4M | 5.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,924,310 | $57.4M | 4.6% | — |
| WELLS FARGO & COMPANY/MN | 6,684,034 | $55.4M | 4.4% | — |
| STATE STREET CORP | 6,566,985 | $54.4M | 4.3% | — |
| JANE STREET GROUP, LLC | 6,059,900 | $50.2M | 4.0% | — |
| HARRIS ASSOCIATES L P | 5,587,137 | $46.3M | 3.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,277,900 | $35.5M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | DOUBLED | 3,268,902 | 8,005,627 | +144.9% | $66.3M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,957,193 | 4,270,644 | +44.4% | $35.4M |
| MORGAN STANLEY | TRIM | 7,591,054 | 3,995,468 | -47.4% | $33.1M |
| NORTHERN TRUST CORP | ADD | 2,772,154 | 3,518,292 | +26.9% | $29.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 3,750,000 | 2,475,000 | -34.0% | $20.5M |
| Point72 Asset Management, L.P. | DOUBLED | 14,438 | 1,915,535 | +13167.3% | $15.9M |
| GOLDMAN SACHS GROUP INC | ADD | 1,167,154 | 1,869,697 | +60.2% | $15.5M |
| PEAK6 LLC | DOUBLED | 361,614 | 1,470,384 | +306.6% | $12.2M |
| Gotham Asset Management, LLC | ADD | 915,613 | 1,350,030 | +47.4% | $11.2M |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,493,752 | 1,263,315 | -71.9% | $10.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | MAY PETER W | Director | AWARD | 4,009 | $7.42 | $29.7K |
| Sep 29, 2026 | Peltz Bradley G. | Director | AWARD | 3,318 | $7.42 | $24.6K |
| Sep 15, 2026 | Wright Robert D. | President & CEO | AWARD | 1,131 | — | — |
| Sep 15, 2026 | Esposito Liliana | Chf Corp Affrs & Sustnblty Ofc | AWARD | 21 | — | — |
| Sep 15, 2026 | Esposito Liliana | Chf Corp Affrs & Sustnblty Ofc | AWARD | 80 | — | — |
| Sep 15, 2026 | Esposito Liliana | Chf Corp Affrs & Sustnblty Ofc | AWARD | 299 | — | — |
| Sep 15, 2026 | Esposito Liliana | Chf Corp Affrs & Sustnblty Ofc | AWARD | 149 | — | — |
| Sep 15, 2026 | Wunsch E.J. | President, International | AWARD | 568 | — | — |
| Sep 15, 2026 | Wunsch E.J. | President, International | AWARD | 52 | — | — |
| Sep 15, 2026 | Wunsch E.J. | President, International | AWARD | 288 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WEN.
Shares short
48,835,192
Settlement Sep 15, 2026
Change vs prior
+1.8%
Semi-monthly cycle
Days to cover
9.1
At avg daily volume
Of shares outstanding
≈25.6%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Aug 12, 2026 | LUDP | Volatility Pause | Resumed |
All WEN filing & press-release reports (7)
- 8-K reportAug 17, 2026
- 8-K reportAug 7, 2026
- PRESS-RELEASE reportJul 9, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 9, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 20, 2026