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WEN

Wendy's Co

Feb 12 • 04:00PM ET

7.27

-0.61 -7.74 %

Consumer Cyclical • Restaurants • USA • NASD

Today, 7:35 AMWendy’s shares fall 8.1% as Q4 CY2025 results show a 10.1% U.S. same-store sales decline and below-consensus full-year EBITDA guidance despite revenue and EPS beats; the company issued its 2026 outlook and said international growth continues under its Project Fresh turnaround amid margin pressure.

Peers: MCD YUM QSR CMG DRI SBUX JACK WING CAKE BJRI

| Held by: IJR VTI SCHD VB DVY VBR VXF FMDE IJS SPSM

Index	-	P/E	7.70	EPS (ttm)	0.94	Insider Own	9.89%	Shs Outstand	190.31M	Perf Week	-9.58%
Market Cap	1.38B	Forward P/E	8.48	EPS next Y	0.86	Insider Trans	0.01%	Shs Float	171.52M	Perf Month	-12.83%
Enterprise Value	5.05B	PEG	-	EPS next Q	0.14	Inst Own	95.75%	Short Float	18.17%	Perf Quarter	-17.85%
Income	186.09M	P/S	0.63	EPS this Y	-12.92%	Inst Trans	-6.30%	Short Ratio	4.47	Perf Half Y	-30.16%
Sales	2.21B	P/B	12.67	EPS next Y	-1.57%	ROA	3.70%	Short Interest	31.16M	Perf YTD	-12.73%
Book/sh	0.57	P/C	3.07	EPS next 5Y	-3.12%	ROE	100.85%	52W High	16.20 -55.12%	Perf Year	-48.87%
Cash/sh	2.37	P/FCF	5.82	EPS past 3/5Y	4.77% 12.83%	ROIC	5.00%	52W Low	7.60 -4.34%	Perf 3Y	-67.41%
Dividend Est.	0.66 (9.06%)	EV/EBITDA	9.48	Sales past 3/5Y	2.35% 5.32%	Gross Margin	28.21%	Volatility	4.96% 3.74%	Perf 5Y	-65.45%
Dividend TTM	0.67 (9.22%)	EV/Sales	2.29	EPS Y/Y TTM	0.16%	Oper. Margin	16.77%	ATR (14)	0.31	Perf 10Y	-23.07%
Dividend Ex-Date	Dec 01, 2025	Quick Ratio	0.80	Sales Y/Y TTM	-0.21%	Profit Margin	8.43%	RSI (14)	31.33	Recom	3.00
Dividend Gr. 3/5Y	32.49% 18.95%	Current Ratio	0.81	EPS Q/Q	-5.90%	SMA20	-9.19%	Beta	0.39	Target Price	9.38
Payout	105.80%	Debt/Eq	37.72	Sales Q/Q	-3.04%	SMA50	-11.59%	Rel Volume	2.87	Prev Close	7.88
Employees	14500	LT Debt/Eq	33.11	Earnings	Feb 13 BMO	SMA200	-25.52%	Avg Volume	6.97M	Price	7.27
IPO	Jun 18, 1976	Option/Short	Yes / Yes	EPS/Sales Surpr.	22.95% 2.76%	Trades		Volume	19,556,456	Change	-7.74%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-03-25	Downgrade	JP Morgan	Overweight → Neutral	$9
Oct-28-25	Initiated	Mizuho	Underperform	$8
Sep-25-25	Downgrade	Northcoast	Neutral → Sell	$7
Sep-23-25	Downgrade	Argus	Buy → Hold
May-14-25	Downgrade	Guggenheim	Buy → Neutral
May-05-25	Upgrade	JP Morgan	Neutral → Overweight	$15
Feb-26-25	Resumed	JP Morgan	Neutral	$20 → $17
Jan-21-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$22 → $14
Jun-13-24	Initiated	Goldman	Sell	$16
Apr-12-24	Resumed	Stephens	Equal-Weight	$20
Feb-22-24	Downgrade	Bernstein	Outperform → Mkt Perform	$24 → $20
Feb-21-24	Downgrade	JP Morgan	Overweight → Neutral	$22 → $19
Jan-16-24	Downgrade	Gordon Haskett	Buy → Hold	$21
Jan-03-24	Downgrade	Barclays	Overweight → Equal Weight	$23 → $21
Dec-21-23	Downgrade	Wedbush	Outperform → Neutral	$21
Oct-19-23	Initiated	Deutsche Bank	Hold	$20
Jun-14-23	Resumed	Piper Sandler	Overweight	$25
May-19-23	Upgrade	Argus	Hold → Buy	$29
Mar-06-23	Downgrade	Northcoast	Buy → Neutral
Jan-17-23	Downgrade	Deutsche Bank	Buy → Hold	$23

Show Previous Ratings

Today 07:57AM	Wendy's sales keep getting worse, as the stock sinks toward a 13-year low (MarketWatch)
07:39AM	Wendy's Sales Dented by Persistent U.S. Struggles (The Wall Street Journal)
07:36AM	Wendys shares tumble as 2026 outlook falls short of expectations (Investing.com)
07:21AM	Wendy's (NASDAQ:WEN) Exceeds Q4 CY2025 Expectations But Stock Drops (StockStory)
07:07AM	Wendy's: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Loading…
07:00AM	THE WENDY'S COMPANY REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS AND PROVIDES 2026 OUTLOOK (PR Newswire)
06:31AM	Apart From CPI Data, Here's What to Watch Friday (The Wall Street Journal)
Feb-12-26 07:00PM	January CPI, Moderna and Wendy's earnings: What to Watch (Yahoo Finance Video) -7.74%
12:40PM	Applied Materials Earnings, Inflation Data: Still to Come This Week (The Wall Street Journal)
11:58AM	Wendy's Q4 Preview: Can It Deliver McDonald's-Level Innovation and Loyalty? (Benzinga)
03:09AM	CPI Data, Coinbase Earnings, Home Sales: Still to Come This Week (The Wall Street Journal)
Feb-11-26 10:00PM	Wendy's (WEN) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
10:00AM	Cheesecake Factory (CAKE) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release (Zacks)
08:35AM	Wendy's Gears Up for Q4 Earnings: Weak Traffic & U.S. Trends in Focus (Zacks)
07:59AM	Fresh, Bold, Protein-Packed: Wendy's Introduces Two Savory Menu Innovations (PR Newswire)
03:38AM	Loading…
03:38AM	Cisco Earnings, Jobs Report, CPI Data: Still to Come This Week (The Wall Street Journal)
Feb-10-26 12:00AM	What fast foods downturn says about the US economy (Financial Times)
Feb-06-26 07:00PM	Super Bowl LX, Coinbase earnings, jobs data & CPI: What to Watch (Yahoo Finance Video)
10:00AM	Analysts Estimate Wendy's (WEN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Feb-05-26 08:30AM	Single Life Just Got Better: Wendy's Celebrates Singles Awareness Day with a $1 Dave's Single (PR Newswire)
Jan-30-26 10:33PM	Major fried chicken franchisee closes stores in bankruptcy filing (TheStreet)
Jan-29-26 09:24AM	The Wendy's Company is Recruiting Franchisees to Accelerate Growth in Tijuana, Mexico (PR Newswire)
Jan-28-26 08:54AM	Are Extra Value Meals the Key to McDonald's Traffic Recovery in 2026? (Zacks)
07:55AM	Brinker International (EAT) Beats Q2 Earnings and Revenue Estimates (Zacks)
Jan-27-26 02:47PM	Wendys cuts prices and closes stores as sales slow (TheStreet)
06:19AM	Laynes Chicken Fingers targets 300 restaurants by 2030 (Verdict Food Service)
Jan-23-26 01:55PM	Wendys CEO search is progressing well (Nation's Restaurant News)
Jan-22-26 10:33PM	A Look Back at Traditional Fast Food Stocks' Q3 Earnings: Wendy's (NASDAQ:WEN) Vs The Rest Of The Pack (StockStory)
03:00AM	Taco Bells Crispy Chicken Nuggets are back (Restaurant Dive)
Jan-21-26 01:33PM	Zipline charts drone delivery expansion with $600M in new funding (TechCrunch)
04:54AM	Loading…
04:54AM	EG Group names American as board chair (C-Store Dive)
Jan-16-26 02:14PM	These restaurant chains plan to close locations in 2026. See the list. (USA TODAY)
Jan-15-26 11:40PM	3 Cash-Producing Stocks with Open Questions (StockStory)
04:30PM	The Wendy's Company to Report Fourth Quarter and Full Year 2025 Results on February 13 (PR Newswire)
Jan-14-26 10:16AM	Wendys expands value menu with Biggie Deals (Restaurant Dive)
09:55AM	Wendys expands its Biggie Deals menu to include $4 option (Nation's Restaurant News)
08:00AM	Wendy's Introduces New Biggie Deals Menu starting at $4 (PR Newswire)
Jan-10-26 02:03PM	Wendy's, Denny's, Starbucks closing hundreds of stores in 2026 (TheStreet)
02:03PM	4 restaurant chains shuttering hundreds of locations in 2026 (TheStreet)
Jan-08-26 12:17PM	Analysts Cautious on The Wendy's Company (WEN) Amid Cost and Margin Pressures (Insider Monkey)
09:05AM	Are Rising Beef Costs a Temporary Speed Bump for QSR's Margin Story? (Zacks)
Jan-06-26 11:50AM	Forget WEN Stock and Look at WMT Instead (Motley Fool)
Dec-26-25 06:00AM	Fast food sector: Analyst shares best & worst 2026 stock picks (Yahoo Finance Video)
Dec-24-25 11:49AM	Christmas Day 2025: Whats open & whats closed? (TheStreet)
Dec-23-25 04:30PM	Billionaire Mark Cuban Says 'Name And Shame' Big Employers Who Pay So Little Their Workers Get Medicaid'Taxpayers Are Subsidizing' Their Profits (Benzinga)
12:15AM	Analysts Lower Price Targets on Wendy's (WEN) (Insider Monkey)
Dec-22-25 03:13PM	Once-popular fast-food chain closed over 800 restaurants (TheStreet)
03:13PM	Once-popular Chick-fil-A rival closed over 800 restaurants (TheStreet)
03:13PM	Once-popular Chic-fil-a rival closed over 800 restaurants (TheStreet)
03:13PM	Iconic fast-food seafood chain closed over 800 restaurants (TheStreet)
03:13PM	56-year-old McDonald's rival closed over 800 restaurants (TheStreet)
03:13PM	56-year-old fast-food seafood chain closed over 800 restaurants (TheStreet)
02:47PM	65-year-old burger chains franchisee closes dozens of locations (TheStreet)
Dec-18-25 12:55PM	2025 was the Year of the Restaurant Turnaround (Nation's Restaurant News)
Dec-17-25 11:30AM	Major franchisee Doherty Enterprises adds Qdoba to its roster (Nation's Restaurant News)
05:50AM	Longreach explores stake sale in Wendys First Kitchen Japan (Verdict Food Service)
Dec-16-25 04:05PM	3 Dividend Stocks to Double Up on Right Now (Motley Fool)
Dec-13-25 01:07PM	Chick-fil-A keeps winning big while quietly increasing prices (TheStreet)
01:07PM	Chick-fil-A keeps quietly raising prices (TheStreet)
Dec-12-25 05:33PM	Popular 75-year-old burger chain closes locations without bankruptcy (TheStreet)
05:33PM	75-year-old McDonalds, Wendys rival closes several restaurants (TheStreet)
05:33PM	75-year-old burger chain closes struggling restaurant locations (TheStreet)
Dec-11-25 04:10PM	Wendy's (WEN) Stock Is Up, What You Need To Know (StockStory)
01:32PM	The breakfast daypart recovery proves to be uneven across the industry (Nation's Restaurant News)
10:31AM	Can BROS' Breakfast Strategy Unlock the Next Phase of Revenue Growth? (Zacks)
Dec-09-25 03:11PM	The Wendy's Company (WEN): A Bull Case Theory (Insider Monkey)
08:06AM	Can McDonald's Value Reset Reignite U.S. Guest Counts in 2026? (Zacks)
Dec-06-25 01:17PM	McDonald's, Burger King, Wendy's rival closing more restaurants (TheStreet)
Dec-05-25 01:11AM	Wendys downgraded as J.P. Morgan warns of heavy capex and weak U.S. sales (Investing.com)
Dec-04-25 06:30AM	The Most Profitable Fast Food Restaurant Chain In The World Is Also A Favorite (Money Digest)
Dec-03-25 09:35AM	Oracle initiated, Uber upgraded: Wall Street's top analyst calls (The Fly)
09:15AM	Here Are Wednesdays Top Wall Street Analyst Upgrades and Downgrades: American Eagle Outfitters, Equinix, Garmin, Honeywell, Uber, Wendys and More (24/7 Wall St.)
Dec-02-25 11:54AM	Burger King doubles down on burgers amid chicken craze (Nation's Restaurant News)
Nov-24-25 08:50AM	1 Oversold Stock Ready to Bounce Back and 2 That Underwhelm (StockStory)
Nov-19-25 11:00PM	3 Reasons to Avoid WEN and 1 Stock to Buy Instead (StockStory)
12:47PM	McDonald's, Wendy's, Burger King rival closed 100s of restaurants (TheStreet)
05:00AM	Circle K to anchor series of mini travel centers (C-Store Dive)
Nov-17-25 01:17PM	More fast food burger chains have closed restaurants (TheStreet)
01:17PM	McDonald's is following Wendy's by closing restaurants (TheStreet)
01:17PM	Forget Wendy's: More burger chains have closed restaurants (TheStreet)
01:17PM	Celebrity-owned burger chain closes dozens of restaurants (TheStreet)
11:11AM	Wendy's to close hundreds of U.S. stores as low-income consumers cut back (CBS News)
Nov-14-25 05:11PM	Nelson Peltz's Strategic Moves: U-Haul Holding Co Exit Impacts Portfolio by -0.56% (GuruFocus.com)
01:07PM	Wendy's shares plan to stop fleeing customers amid store closures (TheStreet)
12:31AM	5 Revealing Analyst Questions From Wendy's's Q3 Earnings Call (StockStory)
Nov-13-25 11:15AM	Why beverages will be even bigger in 2026 (Nation's Restaurant News)
Nov-12-25 06:12PM	Restaurant chain's $10.99 burger deals McDonald's, Wendy's big blow (TheStreet)
06:12PM	Major restaurant chain's $10.99 burger deals McDonald's, Wendy's blow (TheStreet)
09:00AM	Wendy's Declares First-Ever "Frosty Day" Holiday on November 15 (PR Newswire)
04:46AM	Hamburger Chain Closing 350 Restaurants So Why Is Katy Perry's Manager Poking Fun? (Benzinga)
Nov-11-25 03:09PM	Why Wendys has the internet talking (CNN Business)
06:55AM	Wendys price target lowered to $9 from $10 at BofA (TipRanks)
Nov-10-25 02:35PM	Wendy's to close hundreds of US stores in bid to halt falling profit (Associated Press Finance)
09:16AM	Wendys CX improvements carve out a bright spot amid weak sales (CX Dive)
05:44AM	Wendys doubles down on marketing effectiveness as part of turnaround (Marketing Dive)
05:07AM	Wendys Q3 2025 profit falls as US store closures planned (Verdict Food Service)
05:01AM	Wendys could close hundreds of restaurants (Restaurant Dive)
Nov-09-25 01:56PM	Popular burger chain to close 300 stores next year (TheStreet)
01:56PM	Major burger chain is closing 300 stores next year (TheStreet)
Nov-08-25 12:30AM	WEN Q3 Deep Dive: Brand Revitalization and U.S. Turnaround Take Center Stage (StockStory)

The Wendy's Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy's U.S., Wendy's International, and Global Real Estate and Development. The Wendy's U.S. segment includes the operation and franchising of Wendy's restaurants in the U.S. The Wendy's International segment is involved in the operation and franchising of Wendy's restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Suerken Peter J. JR	President, U.S.	Nov 20 '25	Buy	7.88	500	3,940	1,204	Nov 21 05:05 PM
Min John	Chief Legal Ofcr & Secretary	Nov 19 '25	Buy	8.18	1,700	13,906	3,005	Nov 21 05:01 PM
Radkoski Lindsay J.	CMO, U.S.	Aug 15 '25	Option Exercise	0.00	2,577	0	36,071	Aug 19 05:19 PM
Thuerk Suzanne M.	Chief Accounting Officer	Aug 12 '25	Option Exercise	0.00	4,053	0	12,732	Aug 14 06:12 PM
Radkoski Lindsay J.	CMO, U.S.	Aug 12 '25	Option Exercise	0.00	4,863	0	34,946	Aug 14 06:10 PM
Spessard Matthew P	Chief Information Officer	Aug 11 '25	Option Exercise	0.00	580	0	7,972	Aug 13 05:23 PM
Radkoski Lindsay J.	CMO, U.S.	Aug 11 '25	Option Exercise	0.00	580	0	30,257	Aug 13 05:21 PM
Wunsch E.J.	President, International	Aug 11 '25	Option Exercise	0.00	2,850	0	71,342	Aug 13 05:19 PM
O'Brien Matthew Coley	Chief People Officer	Aug 11 '25	Option Exercise	0.00	1,813	0	89,096	Aug 13 05:16 PM
Esposito Liliana	Chf Corp Affrs & Sustnblty Ofc	Aug 11 '25	Option Exercise	0.00	1,617	0	88,904	Aug 13 05:13 PM
Thuerk Suzanne M.	Chief Accounting Officer	Aug 11 '25	Option Exercise	0.00	387	0	8,795	Aug 13 05:13 PM
Thuerk Suzanne M.	Chief Accounting Officer	Aug 05 '25	Option Exercise	0.00	630	0	8,597	Aug 07 05:24 PM
O'Brien Matthew Coley	Chief People Officer	Aug 05 '25	Option Exercise	0.00	2,454	0	88,016	Aug 07 05:22 PM
Wunsch E.J.	President, International	Aug 05 '25	Option Exercise	0.00	5,149	0	70,029	Aug 07 05:20 PM
Spessard Matthew P	Chief Information Officer	Aug 05 '25	Option Exercise	0.00	1,106	0	7,714	Aug 07 05:17 PM
Esposito Liliana	Chf Corp Affrs & Sustnblty Ofc	Aug 05 '25	Option Exercise	0.00	2,137	0	87,912	Aug 07 05:16 PM
Radkoski Lindsay J.	CMO, U.S.	Aug 05 '25	Option Exercise	0.00	1,028	0	29,984	Aug 07 05:14 PM
Radkoski Lindsay J.	CMO, U.S.	Jun 03 '25	Buy	11.68	5,050	58,984	28,956	Jun 03 05:32 PM
Cook Kenneth M.	Chief Financial Officer	May 23 '25	Buy	11.35	1,500	17,025	1,500	May 27 05:04 PM
O'Brien Matthew Coley	Chief People Officer	May 21 '25	Buy	11.60	1,750	20,300	85,562	May 23 05:05 PM
Min John	Chief Legal Ofcr & Secretary	May 09 '25	Buy	11.98	1,000	11,980	1,305	May 13 04:57 PM
Pringle Abigail E.	President, U.S.	May 05 '25	Option Exercise	9.98	136,819	1,364,993	339,824	May 06 04:58 PM
Pringle Abigail E.	President, U.S.	May 05 '25	Sale	12.81	136,819	1,752,173	203,005	May 06 04:58 PM
Abigail Pringle	Officer	May 05 '25	Proposed Sale	12.55	136,819	1,717,078		May 05 03:05 PM
GILBERT KENNETH W	Director	Mar 04 '25	Sale	15.14	3,500	52,991	27,804	Mar 06 04:32 PM
KENNETH W GILBERT	Director	Mar 04 '25	Proposed Sale	15.14	3,500	52,991		Mar 04 05:06 PM
Tanner Kirk	President & CEO	Feb 22 '25	Option Exercise	0.00	117,842	0	117,842	Feb 25 06:29 PM

Open in Screener

IVZ

Invesco Ltd

Feb 12 • 04:00PM ET

26.23

-0.21 -0.79 %

Financial • Asset Management • USA • NYSE

Peers: BLK TROW BEN AMP STT NTRS BK JHG

| Held by: VTI VOO DVY VB VBR RSP IVV SPY XLF DFAT

Index	S&P 500	P/E	-	EPS (ttm)	-1.62	Insider Own	0.68%	Shs Outstand	444.00M	Perf Week	1.79%
Market Cap	11.67B	Forward P/E	8.66	EPS next Y	3.03	Insider Trans	-8.00%	Shs Float	442.09M	Perf Month	-7.31%
Enterprise Value	25.21B	PEG	0.44	EPS next Q	0.59	Inst Own	93.84%	Short Float	3.42%	Perf Quarter	9.84%
Income	-726.30M	P/S	1.80	EPS this Y	31.63%	Inst Trans	-5.20%	Short Ratio	2.66	Perf Half Y	21.89%
Sales	6.47B	P/B	0.95	EPS next Y	13.39%	ROA	-1.04%	Short Interest	15.13M	Perf YTD	-0.15%
Book/sh	27.55	P/C	11.25	EPS next 5Y	19.51%	ROE	-2.10%	52W High	29.61 -11.42%	Perf Year	43.49%
Cash/sh	2.33	P/FCF	9.41	EPS past 3/5Y	- -	ROIC	-3.15%	52W Low	11.60 126.12%	Perf 3Y	39.97%
Dividend Est.	0.88 (3.34%)	EV/EBITDA	19.46	Sales past 3/5Y	2.50% 0.61%	Gross Margin	67.13%	Volatility	4.59% 4.06%	Perf 5Y	15.70%
Dividend TTM	0.84 (3.20%)	EV/Sales	3.90	EPS Y/Y TTM	-236.08%	Oper. Margin	-8.49%	ATR (14)	1.12	Perf 10Y	-1.02%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	0.98	Sales Y/Y TTM	7.70%	Profit Margin	-11.22%	RSI (14)	43.11	Recom	2.21
Dividend Gr. 3/5Y	4.37% 1.25%	Current Ratio	0.31	EPS Q/Q	-670.41%	SMA20	-4.99%	Beta	1.66	Target Price	30.50
Payout	69.23%	Debt/Eq	0.88	Sales Q/Q	11.84%	SMA50	-3.43%	Rel Volume	1.54	Prev Close	26.44
Employees	8508	LT Debt/Eq	0.88	Earnings	Jan 27 BMO	SMA200	21.07%	Avg Volume	5.69M	Price	26.23
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.47% 0.42%	Trades		Volume	8,609,900	Change	-0.79%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-21-26	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$35
Dec-17-25	Upgrade	Deutsche Bank	Hold → Buy	$31
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$28
Jul-21-25	Upgrade	TD Cowen	Hold → Buy	$25
Jul-11-25	Upgrade	Wells Fargo	Underweight → Equal Weight	$18
Apr-09-25	Downgrade	TD Cowen	Buy → Hold	$22 → $13
Sep-12-24	Initiated	Wells Fargo	Underweight	$16
Aug-27-24	Initiated	Barclays	Equal Weight	$18
Jan-04-24	Initiated	TD Cowen	Outperform	$21
Dec-14-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$15.50 → $20
Jul-10-23	Resumed	BMO Capital Markets	Market Perform	$15 → $21
May-19-23	Initiated	Citigroup	Neutral	$16
Mar-29-23	Upgrade	Credit Suisse	Underperform → Neutral	$14.50 → $15
Jan-10-23	Downgrade	UBS	Buy → Neutral	$19 → $20
Dec-15-22	Initiated	Wells Fargo	Overweight	$22
Oct-26-22	Downgrade	Credit Suisse	Neutral → Underperform	$13 → $11.50
Oct-19-22	Initiated	Credit Suisse	Neutral	$13
Jun-13-22	Downgrade	BMO Capital Markets	Outperform → Market Perform	$25 → $20
Apr-12-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$25
Jan-26-22	Reiterated	Morgan Stanley	Equal-Weight	$29 → $27

Show Previous Ratings

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Feb-10-26 10:01AM	US Retail Sales Stall in December (Bloomberg)
09:40AM	Here's Why Invesco (IVZ) is a Strong Value Stock (Zacks)
08:00AM	Loading…
08:00AM	Invesco Ltd. Announces January 31, 2026 Assets Under Management (PR Newswire)
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Feb-05-26 01:20PM	Ares Management Stock Falls as Q4 Earnings Miss, Expenses Rise Y/Y (Zacks)
11:40AM	Loading…
11:40AM	IVZ or CG: Which Is the Better Value Stock Right Now? (Zacks)
11:26AM	KKR & Co. Shares Fall as Q4 Earnings Miss Estimates, AUM Rises Y/Y (Zacks)
Feb-04-26 12:52PM	T. Rowe Price Stock Down 6.4% as Q4 Earnings Miss, Expenses Rise Y/Y (Zacks)
09:25AM	Invesco Real Estate Closes on $3 Billion in Loans in H2 2025 (PR Newswire)
12:02AM	Skip the Super Bowl Parlay. These ETFs Offer a Way to Invest in Sports (The Daily Upside)
Feb-03-26 11:03PM	3 Reasons to Sell IVZ and 1 Stock to Buy Instead (StockStory)
08:39PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:23PM	10 Investment Must Reads for This Week (Feb. 3, 2026) (Wealth Management)
11:48AM	Ares Management Set to Report Q4 Earnings: What's in the Cards? (Zacks)
10:49AM	JPMorgan Flags A New ETF Fee Risk As Robinhood's Zero-Commission Era Backfires (Benzinga)
10:31AM	KKR & Co. to Post Q4 Earnings: Here's What to Expect From the Stock (Zacks)
09:45AM	Why Invesco (IVZ) is a Top Growth Stock for the Long-Term (Zacks)
05:49AM	US brokers may charge fee from ETF managers as commission-free trading takes a toll (Reuters)
05:49AM	RBC Capital Projects 37%-38% Margins for Invesco (IVZ) in 2026/2027 (Insider Monkey)
12:37AM	5 Must-Read Analyst Questions From Invesco's Q4 Earnings Call (StockStory)
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Feb-02-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
11:17AM	T. Rowe Price Gears Up for Q4 Earnings: Here's What to Expect (Zacks)
07:48AM	What Are Wall Street Analysts' Target Price for Invesco Stock? (Barchart)
07:20AM	5 Low Price-to-Book Stocks That Are Worth Watching in February (Zacks)
Feb-01-26 08:21AM	How Long Can Equal-Weighted ETFs Keep Outperforming the S&P 500? (MarketBeat)
Jan-30-26 07:09PM	Invesco Mortgage Capital Q4 Earnings Call Highlights (MarketBeat)
01:37PM	Franklin Stock Rises 1.7% as Q1 Earnings Beat, AUM Rises Sequentially (Zacks)
01:09PM	Lazard Shares Gain as Q4 Earnings Beat Estimates, AUM Rise Y/Y (Zacks)
11:39AM	Federated Hermes Q4 Earnings Beat Estimates, AUM Reaches Record Level (Zacks)
Jan-29-26 11:37PM	3 Financials Stocks Walking a Fine Line (StockStory)
11:21PM	Fiona Yang on Potential Fed Chair Nominee (Bloomberg)
01:18PM	Ameriprise Stock Gains on Q4 Earnings Beat as Revenues & AUM Grow Y/Y (Zacks)
12:54PM	SEI Investments Beats on Q4 Earnings as Revenues & AUM Grow Y/Y (Zacks)
12:00PM	Invesco (IVZ) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
10:11AM	Invesco price target lowered to $33 from $35 at RBC Capital (TipRanks)
10:00AM	Best Momentum Stocks to Buy for January 29th (Zacks)
09:05AM	BX's Q4 Earnings Beat as AUM Touches Record High on Solid Inflows (Zacks)
05:33AM	New Strong Buy Stocks for January 29th (Zacks)
02:54AM	Best Income Stocks to Buy for January 29th (Zacks)
02:49AM	Gold Tops $5,500 as Record Rally Gains Pace on Debasement Trade (Bloomberg)
Jan-28-26 12:38PM	Franklin Q1 Earnings Coming Up: Here's What to Expect From the Stock (Zacks)
11:45AM	Invesco (IVZ) Could Be a Great Choice (Zacks)
10:38AM	Invescos $1.7 Billion Emerging Markets Fund Rides China Tech and Banks To Huge Gains (24/7 Wall St.)
09:50AM	Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term (Zacks)
09:40AM	Should Value Investors Buy Invesco (IVZ) Stock? (Zacks)
09:07AM	Well Done! Invescos Semiconductor ETF Returned 46% Without Just Chasing NVDA \| PSI (24/7 Wall St.)
Jan-27-26 06:53PM	2 Portfolio Worthy Value Stocks to Consider After Q4 Results: GM, IVZ (Zacks) -5.13%
04:01PM	Invesco Ltd (IVZ) Q4 2025 Earnings Call Highlights: Record AUM and Strategic Partnerships Drive ... (GuruFocus.com)
01:04PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:26PM	IVZ Stock Gains on Q4 Earnings Beat as AUM, Revenues Increase Y/Y (Zacks)
11:39AM	Invesco Q4 Earnings Call Highlights (MarketBeat)
10:36AM	Invescos RAFI ETF Has One of The Best Charts Ive Seen This Year (24/7 Wall St.)
09:30AM	Invesco (IVZ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:46AM	Invesco's (NYSE:IVZ) Q4 CY2025 Sales Beat Estimates, Stock Soars (StockStory)
08:15AM	Invesco (IVZ) Beats Q4 Earnings and Revenue Estimates (Zacks)
07:26AM	Invesco: Q4 Earnings Snapshot (Associated Press Finance)
06:55AM	Invesco Reports Results for the Three Months and Year Ended December 31, 2025 (PR Newswire)
06:40AM	Invescos PXH ETF Jumped 38% as Emerging Markets Finally Heat Up (24/7 Wall St.)
Jan-26-26 07:04AM	Higher AUM on Upbeat Markets to Drive Invesco's Q4 Earnings (Zacks)
Jan-25-26 10:05PM	Invesco Earnings: What To Look For From IVZ (StockStory)
07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
Jan-24-26 10:07AM	Invescos 1,500 Stock ETF Gained 227% While Everyone Forgot About Small Caps (24/7 Wall St.)
Jan-23-26 10:59AM	Invescos 276% ETF Flips Normal S&P 500 Rules And Still Wins Big \| PRF, VOO (24/7 Wall St.)
09:40AM	Why Invesco (IVZ) is a Top Value Stock for the Long-Term (Zacks)
Jan-22-26 09:15AM	Exploring Analyst Estimates for Invesco (IVZ) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Jan-21-26 12:21PM	Invesco (IVZ) Stock Trades Up, Here Is Why (StockStory)
10:00AM	SEI Investments (SEIC) Earnings Expected to Grow: Should You Buy? (Zacks)
03:07AM	Bessent Says Hes Unconcerned by Treasurys Selloff (The Wall Street Journal)
12:23AM	More Cautious Investment Stance Toward JGBs Warranted, Invesco Says (The Wall Street Journal)
Jan-20-26 03:00PM	Avoid Value Traps and Buy These 4 PEG-Based Stocks Now (Zacks) -5.20%
Jan-19-26 12:01AM	Why This $357B Asset Manager Is Getting Back in the ETF Game (The Daily Upside)
Jan-15-26 04:15PM	Invesco Mortgage Capital Inc. Announces Monthly Common Dividend and Provides Update on Book Value and Leverage (PR Newswire)
03:45PM	Why Invesco (IVZ) Stock Is Trading Up Today (StockStory)
11:26AM	BlackRock Beats on Q4 Earnings as Revenues & AUM Increase Y/Y (Zacks)
08:13AM	Invescos Sleepy ETF Ended Up Ripping 33% While No One Was Watching (24/7 Wall St.)
Jan-14-26 07:38AM	IVZ's December AUM Rises on Inflows Despite Weak Markets, Stock Down (Zacks)
07:17AM	The market doesn't believe we're losing Fed independence, says Invesco's Brian Levitt (CNBC TV)
12:03AM	Credit Card Rate Cap Undermines Bank ETFs After Year of Strong Growth (The Daily Upside)
Jan-13-26 09:00AM	CI Global Asset Management to Acquire Invesco's Canadian Investment Fund Assets and Form Long-Term Strategic Partnership (PR Newswire)
01:52AM	Ethereum Faces Key 2026 Resistance, but $5.04 Million ETH ETF Inflows Spell Hope (BeInCrypto)
Jan-12-26 04:15PM	Invesco Ltd. Announces December 31, 2025 Assets Under Management (PR Newswire)
09:50AM	Invesco (IVZ) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
Jan-09-26 07:44PM	Analyst Report: Invesco Ltd. (Morningstar Research)
07:00AM	ETF Giant Invesco Shares What The Next Big Thing Will Be (Investor's Business Daily)
Jan-07-26 10:37PM	Winners And Losers Of Q3: Invesco (NYSE:IVZ) Vs The Rest Of The Custody Bank Stocks (StockStory)
01:08PM	What Retirees Need To Know About Invescos Famed 12% High Yield ETF \| KBWD (24/7 Wall St.)
09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
07:32AM	Invescos ETF Puts Rocket Fuel on the S&P 500 (24/7 Wall St.)
Jan-06-26 06:14PM	MSCI Keeps Strategy For Now But Handcuffs Bitcoin Buying (Investor's Business Daily)
01:04AM	Bitcoin ETFs See Biggest Inflow in 3 Months as BlackRock Signals Cryptos Structural Shift (BeInCrypto)

Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sharp Douglas J	Senior Managing Director	Oct 31 '25	Sale	23.56	160,000	3,768,832	192	Nov 03 04:10 PM
Sharp Douglas J	Officer	Oct 31 '25	Proposed Sale	23.56	160,000	3,768,838		Oct 31 03:10 PM
Butcher Stephanie	Senior Managing Director	Sep 10 '25	Sale	22.12	103,192	2,282,710	29,855	Sep 12 11:19 AM
Butcher Stephanie	Officer	Sep 10 '25	Proposed Sale	22.12	103,192	2,282,708		Sep 10 12:59 PM
Lo Andrew Tak Shing	Senior Managing Director	Feb 28 '25	Option Exercise	0.00	78,663	0	688,826	Mar 04 01:57 PM

WEN

Wendy's Co

IVZ

Invesco Ltd

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