Wendys Co. (The) (WEN)

CONSUMER DISCRETIONARY: RESTAURANTS
SIC: RETAIL-EATING & DRINKING PLACES

ONE DAVE THOMAS BLVD DUBLIN, OH 43017

Wendy's/Arby's Group, Inc., formerly known as Triarc Companies, Inc. (Triarc), is a quick service restaurant company. The Company's brands include Wendy's and Arby's. It owns or franchises over 10,000 restaurants. At Wendy's, offerings include Garden Sensations salads, Combo Choices, the Super Value Menu, the Company's Frosty, Frosty Shakes, and Twisted Frosty, Chicken Go Wraps, and hamburger offerings using fresh, never frozen beef. There are approximately 6,600 Wendy's restaurants in operation in the United States, and in 21 other countries and territories. Of these restaurants, approximately 1,400 are operated by Wendy's and approximately 5,200 by Wendy's franchisees. In September 2008, Triarc Companies and Wendy's International, Inc. announced that they have completed their merger transaction. Effective immediately, the combined company will be named Wendy's/Arby's Group, Inc. On September 30, 2008, Wendy's International, Inc. was acquired by the Company.

Data as of 2021-05-08 10:44:05 -0400
Market Cap5.062 Billion Shares Outstanding221.999 Million Avg 30-day Volume2.024 Million
P/E Ratio42.95596 Dividend Yield1.135 EPS0.517
Price/Sales2.92 Debt to Equity9.17 EBITDA423.002 Million
Price to Book Value9.21 Forward PE33.04 Enterprise Value7.52 Billion
Total Cash306.989 Million Current Debt413.308 Million Gross Profit1.119 Billion
BETA0.74473 52-week High/Low24.72 / 18.86 Next Earnings Date2021-05-12 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud

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View SEC Filings from WEN instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 3 5 -40.0% 1 (0.06%) 2 (0.12%) -50.0%
Funds Holding: 320 306 4.58% 73 (4.38%) 63 (3.92%) 15.87%
13F shares: 160.921 Million 157.892 Million 1.92% 65.382 Million 62.895 Million 3.95%
% Ownership 71.8016 70.4502 1.92% 29.173 28.0634 3.95%
New Positions: 49 37 32.43% 16 10 60.0%
Increased Positions 102 92 10.87% 23 24 -4.17%
Closed Positions 34 54 -37.04% 6 26 -76.92%
Reduced Positions 103 101 1.98% 20 18 11.11%
Total Calls 1.031 Million 1.58 Million -34.79% 437.1 Thousand 533.7 Thousand -18.1%
Total Puts 1.635 Million 1.748 Million -6.46% 192 Thousand 550.1 Thousand -65.1%
PUT/CALL Ratio 1.59 1.11 43.24% 0.44 1.03 -57.28%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding WEN (via 13F filings)

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Mutual Funds Holding WEN BETA

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MAY PETER W

  • Director
  • 10% Owner
32,089,253 2021-04-07 7

PELTZ NELSON

  • Director
  • 10% Owner
36,823,571 2021-04-07 7

MATHEWS-SPRADLIN MICH J

  • Director
46,632 2021-04-07 7

PELTZ MATTHEW H.

  • Director
27,023,198 2021-04-07 7

LEVATO JOSEPH A

  • Director
145,739 2021-03-15 5

ESPOSITO LILIANA CHF CORP AFFRS & SUSTNBLTY OFC

  • Officer
6,394 2021-03-15 6

KANE KURT A PRES US & CHF COMMERCIAL OFC

  • Officer
21,848 2021-03-15 7

PRINGLE ABIGAIL E. PRES INTL & CHF DEVELOPMNT OFC

  • Officer
21,848 2021-03-15 9

VASCONI JOHN KEVIN CHIEF INFORMATION OFFICER

  • Officer
41,932 2021-03-15 4

WUNSCH E.J. CHIEF LEGAL OFCR & SECRETARY

  • Officer
80,477 2021-03-05 3

PENEGOR TODD ALLAN PRESIDENT & CEO

  • Officer
  • Director
608,565 2021-03-03 3

PLOSCH GUNTHER CHIEF FINANCIAL OFFICER

  • Officer
133,297 2021-03-03 3

BURNSIDE LEIGH A. SVP, FINANCE & CAO

  • Officer
50,721 2021-03-03 5

O'BRIEN MATTHEW COLEY CHIEF PEOPLE OFFICER

  • Officer
31,927 2021-03-03 4

KASS DENNIS M.

  • Director
50,858 2020-09-02 2

ROTHSCHILD PETER

  • Director
134,479 2020-05-27 1

WINKLEBLACK ARTHUR B

  • Director
32,999 2020-05-27 1

GILBERT KENNETH W

  • Director
24,822 2020-05-27 1

DOLAN KRISTIN A

  • Director
24,571 2020-05-27 1

GARDEN EDWARD P

  • 10% Owner
26,870,994 2019-08-15 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS MASTER FUND, L.P.

TRIAN PARTNERS PARALLEL FUND I, L.P.

TRIAN PARTNERS, L.P.

TRIAN PARTNERS STRATEGIC FUND-G II, L.P.

TRIAN PARTNERS STRATEGIC FUND-G III, L.P.

TRIAN PARTNERS STRATEGIC FUND-K, L.P.

TRIAN PARTNERS STRATEGIC FUND-C, LTD.

  • 10% Owner
26,630,629 2019-08-15 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-G II GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-G III GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-K GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-C GP, L.P.

  • 10% Owner
26,630,629 2019-08-15 0

WRIGHT ROBERT D. EVP, COO

  • Officer
0 2019-05-14 0

BROLICK EMIL J.

  • FORMER DIRECTOR
1,057,555 2018-12-30 0

TRIMM DAVID CHIEF INFORMATION OFFICER

  • Officer
0 2018-08-20 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS PARALLEL FUND I GENERAL PARTNER, LLC

TRIAN PARTNERS GENERAL PARTNER, LLC

TRIAN FUND MANAGEMENT GP, LLC

TRIAN PARTNERS STRATEGIC FUND-G II GENERAL PARTNER, LLC

TRIAN PARTNERS STRATEGIC FUND-G III GENERAL PARTNER, LLC

TRIAN PARTNERS STRATEGIC FUND-C GENERAL PARTNER, LLC

TRIAN PARTNERS STRATEGIC FUND-K GENERAL PARTNER, LLC

  • 10% Owner
31,630,629 2018-05-14 0

WEISBERG SCOTT A. CHIEF PEOPLE OFFICER

  • Officer
218,625 2018-02-28 0

KRISS SCOTT A SVP CHIEF ACCOUNTING & TAX OFF

  • Officer
No longer subject to file 2017-08-11 0

HILL JANET

  • Director
211,316 2017-02-22 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS PARALLEL FUND I GENERAL PARTNER, LLC

TRIAN PARTNERS GENERAL PARTNER, LLC

TRIAN FUND MANAGEMENT GP, LLC

TRIAN PARTNERS STRATEGIC INVESTMENT FUND GENERAL PARTNER, LLC

  • 10% Owner
44,535,921 2016-12-02 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS MASTER FUND, L.P.

TRIAN PARTNERS PARALLEL FUND I, L.P.

TRIAN PARTNERS STRATEGIC INVESTMENT FUND, L.P.

TRIAN PARTNERS, L.P.

  • 10% Owner
44,535,921 2016-12-02 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS GP, L.P.

TRIAN PARTNERS STRATEGIC INVESTMENT FUND GP, L.P.

  • 10% Owner
44,535,921 2016-12-02 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS MASTER FUND, L.P.

TRIAN PARTNERS PARALLEL FUND I, L.P.

TRIAN PARTNERS STRATEGIC INVESTMENT FUND, L.P.

TRIAN PARTNERS, L.P.

TRIAN PARTNERS STRATEGIC FUND-G II, L.P.

TRIAN PARTNERS STRATEGIC FUND-G III, L.P.

TRIAN PARTNERS STRATEGIC FUND-K, L.P.

TRIAN PARTNERS STRATEGIC FUND-C, LTD.

  • 10% Owner
44,535,921 2016-12-02 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS GP, L.P.

TRIAN PARTNERS STRATEGIC INVESTMENT FUND GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-G II GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-G III GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-K GP, L.P.

TRIAN PARTNERS STRATEGIC FUND-C GP, L.P.

  • 10% Owner
44,535,921 2016-12-02 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS PARALLEL FUND I GENERAL PARTNER, LLC

TRIAN PARTNERS GENERAL PARTNER, LLC

TRIAN FUND MANAGEMENT GP, LLC

TRIAN PARTNERS STRATEGIC INVESTMENT FUND GENERAL PARTNER, LLC

TRIAN PARTNERS STRATEGIC FUND-G II GENERAL PARTNER, LLC

TRIAN PARTNERS STRATEGIC FUND-G III GENERAL PARTNER, LLC

TRIAN PARTNERS STRATEGIC FUND-K GENERAL PARTNER, LLC

TRIAN PARTNERS STRATEGIC FUND-C GENERAL PARTNER, LLC

  • 10% Owner
44,535,921 2016-12-02 0

SCHWAB II DAVID E

  • Director
77,066 2016-05-23 0

TOOP R. SCOTT SVP, GEN COUNSEL & SEC

  • Officer
0 2015-08-07 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS GP, L.P.

TRIAN PARTNERS MASTER FUND, L.P.

TRIAN PARTNERS PARALLEL FUND I, L.P.

TRIAN PARTNERS STRATEGIC INVESTMENT FUND, L.P.

TRIAN PARTNERS, L.P.

TRIAN PARTNERS STRATEGIC INVESTMENT FUND GP, L.P.

  • 10% Owner
54,024,581 2015-06-25 0

LEWIS J R

  • Director
145,916 2015-06-01 0

VAN LIGTEN DARRELL PRESIDENT - INTERNATIONAL

  • Officer
74,470 2015-03-31 0

WASSERMAN JACK GUMPERT

  • Director
0 2015-03-16 0

GRAHAM STEVEN B SVP & CHIEF ACCOUNTING OFFICER

  • Officer
0 2014-09-16 0

BAHNER CRAIG S. CHIEF MARKETING OFFICER

  • Officer
0 2014-08-11 0

BARKER JOHN D. SVP & CHIEF COMMUNICATIONS OFC

  • Officer
0 2014-06-16 0

PETERS JOHN N. SVP - NORTH AMERICA OPERATIONS

  • Officer
58,175 2014-02-19 0

NOLLEN MARGARET ROACH SVP, INVESTOR REL. & STRATEGY

  • Officer
0 2013-12-16 0

SMITH ROLAND

  • Director
414,334 2013-11-12 0

HARE STEPHEN E SVP & CFO

  • Officer
336,637 2013-08-23 0

CLIVE CHAJET

  • Director
96,630 2013-05-23 0

TROUBH RAYMOND S

  • Director
147,970 2013-05-23 0

KARAM J. DAVID PRES. WENDY'S INT'L, INC.

  • Officer
175,503 2011-12-30 0

BARTON SHARRON L. SVP AND CHIEF ADMIN

  • Officer
0 2010-07-08 0

OKESON NILS H SVP & GEN COUNSEL & SECRETARY

  • Officer
0 2010-07-08 0

MODDELMOG HALA G PRESIDENT OF ARG

  • Officer
0 2010-07-08 0

CAREY HUGH L

  • Director
0 2009-05-28 0

GARRETT THOMAS A PRES & CEO OF ARG

  • Officer
579,668 2008-12-18 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS GP, L.P.

TRIAN PARTNERS MASTER FUND, L.P.

TRIAN PARTNERS PARALLEL FUND I L P

TRIAN PARTNERS PARALLEL FUND II GP, L.P.

TRIAN PARTNERS PARALLEL FUND II, L.P.

TRIAN PARTNERS, L.P.

  • 10% Owner
76,623,145 2008-12-05 0

TRIAN FUND MANAGEMENT, L.P.

TRIAN PARTNERS PARALLEL FUND II GENERAL PARTNER, LLC

TRIAN PARTNERS PARALLEL FUND I GENERAL PARTNER, LLC

TRIAN PARTNERS GENERAL PARTNER, LLC

TRIAN FUND MANAGEMENT GP, LLC

  • 10% Owner
76,623,145 2008-12-05 0

UMPHENOUR RUSS

  • Director
3,369,878 2008-09-15 0

BARRE CHERYL CHIEF MARKETING OF ARG

  • Officer
19,041 2008-06-18 0

COLLINS DANIEL T SVP - TREASURER & ASST. SEC.

  • Officer
3,150 2008-06-18 0

SCHAEFER FRED H SENIOR VICE PRESIDENT

  • Officer
No longer subject to file 2007-12-28 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

MAY PETER W - Director - > 10% Owner

2021-04-08 17:08:59 -0400 2021-04-07 A 1,226 $20.58 a 5,458,624 direct 2.0667 5.5425 5.5425 6 0.0 1

PELTZ MATTHEW H. - Director

2021-04-08 17:09:27 -0400 2021-04-07 A 947 $20.58 a 64,742 direct 2.0667 5.5425 5.5425 6 0.0 1

PELTZ NELSON - Director - > 10% Owner

2021-04-08 17:08:26 -0400 2021-04-07 A 819 $20.58 a 9,934,882 direct 2.0667 5.5425 5.5425 6 0.0 1

MATHEWS-SPRADLIN MICH J - Director

2021-04-08 17:02:44 -0400 2021-04-07 A 1,075 $20.58 a 46,632 direct 2.0667 5.5425 5.5425 6 0.0 1

VASCONI JOHN KEVIN - Officer CHIEF INFORMATION OFFICER

2021-03-17 17:28:20 -0400 2021-03-15 A 174 a 41,932 direct

ESPOSITO LILIANA - Officer CHF CORP AFFRS & SUSTNBLTY OFC

2021-03-17 17:33:00 -0400 2021-03-15 A 27 a 6,394 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 26 a 145,739 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 39 a 145,653 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 64 a 145,533 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 90 a 145,303 direct

KANE KURT A - Officer PRES US & CHF COMMERCIAL OFC

2021-03-17 17:30:39 -0400 2021-03-15 A 93 a 21,848 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 31 a 145,713 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 37 a 145,614 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 86 a 145,469 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 94 a 145,213 direct

PRINGLE ABIGAIL E. - Officer PRES INTL & CHF DEVELOPMNT OFC

2021-03-17 17:29:27 -0400 2021-03-15 A 93 a 21,848 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 29 a 145,682 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 44 a 145,577 direct

LEVATO JOSEPH A - Director

2021-03-17 17:27:15 -0400 2021-03-15 A 80 a 145,383 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
WENDY'S CO-THE WEN 2021-05-10 22:15:04 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 21:45:02 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 21:15:02 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 20:45:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 20:15:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 19:45:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 19:15:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 18:45:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 18:15:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 17:45:02 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 17:15:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 16:45:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 16:15:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 15:45:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 15:15:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 14:45:04 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 14:15:04 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 13:45:04 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 13:15:03 UTC -0.3581 0.4081 9100000
WENDY'S CO-THE WEN 2021-05-10 12:45:02 UTC -0.3581 0.4081 9100000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
American Century Quantitative Equity Funds, Inc.- AC Alternatives Disciplined Long Short Fund WEN -2823.0 shares, $-62698.83 2019-12-31 N-PORT
FundVantage Trust- Gotham Enhanced Index Plus Fund WEN -82.0 shares, $-1220.16 2020-03-31 N-PORT
FundVantage Trust- Gotham Defensive Long Fund WEN -129.0 shares, $-1919.52 2020-03-31 N-PORT
FundVantage Trust- Gotham Master Neutral Fund WEN -111.0 shares, $-2474.75 2020-09-30 N-PORT
FundVantage Trust- Gotham Index Plus All-Cap Fund WEN -243.0 shares, $-3615.84 2020-03-31 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund WEN -3428.0 shares, $-75141.76 2020-12-31 N-PORT
Series Portfolios Trust- Weiss Alternative Balanced Risk Fund WEN -8098.0 shares, $-165199.2 2021-01-31 N-PORT
VANGUARD TRUSTEES' EQUITY FUND- VANGUARD ALTERNATIVE STRATEGIES FUND WEN -8543.0 shares, $-174277.2 2021-01-31 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND WEN -3372.0 shares, $-68889.96 2021-02-28 N-PORT

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