Index -
P/E 19.47
EPS (ttm) 0.98
Insider Own 8.84%
Shs Outstand 205.40M
Perf Week -4.48%
Market Cap 3.93B
Forward P/E 17.47
EPS next Y 1.10
Insider Trans -0.13%
Shs Float 187.01M
Perf Month 3.96%
Income 206.61M
PEG 1.82
EPS next Q 0.28
Inst Own 79.05%
Short Float 4.16%
Perf Quarter 1.91%
Sales 2.19B
P/S 1.80
EPS this Y 3.16%
Inst Trans -0.03%
Short Ratio 2.40
Perf Half Y 2.51%
Book/sh 1.43
P/B 13.40
EPS next Y 9.66%
ROA 3.90%
Short Interest 7.78M
Perf Year -13.02%
Cash/sh 2.89
P/C 6.63
EPS next 5Y 10.72%
ROE 57.94%
52W Range 17.64 - 23.90
Perf YTD -1.59%
Dividend Est. 1.02 (5.34% )
P/FCF 13.01
EPS past 5Y 10.66%
ROI 4.79%
52W High -19.79%
Beta 0.80
Dividend TTM 1.00 (5.22% )
Quick Ratio 2.02
Sales past 5Y 6.58%
Gross Margin 28.61%
52W Low 8.67%
ATR (14) 0.52
Dividend Ex-Date Jun 03, 2024
Current Ratio 2.04
EPS Y/Y TTM 17.73%
Oper. Margin 17.12%
RSI (14) 47.60
Volatility 3.51% 2.47%
Employees 15300
Debt/Eq 14.03
Sales Y/Y TTM 2.43%
Profit Margin 9.45%
Recom 2.59
Target Price 20.96
Option/Short Yes / Yes
LT Debt/Eq 13.69
EPS Q/Q 9.56%
Payout 103.47%
Rel Volume 1.41
Prev Close 19.94
Sales Surprise -1.13%
EPS Surprise 8.44%
Sales Q/Q 1.12%
Earnings May 02 BMO
Avg Volume 3.23M
Price 19.17
SMA20 -0.97%
SMA50 2.03%
SMA200 -1.61%
Trades
Volume 4,561,904
Change -3.86%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-13-23 Downgrade
Evercore ISI
Outperform → In-line
$25
Jan-05-23 Downgrade
Oppenheimer
Outperform → Perform
Dec-15-22 Initiated
Jefferies
Hold
$25
Sep-23-22 Initiated
Stephens
Overweight
$25
Sep-08-22 Initiated
Bernstein
Outperform
$25
Apr-18-22 Downgrade
BMO Capital Markets
Outperform → Market Perform
$28 → $22
Apr-12-22 Initiated
Citigroup
Neutral
$23
Jan-11-22 Resumed
BofA Securities
Underperform
$25
Nov-16-21 Downgrade
Argus
Buy → Hold
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09:03AM
The Wendy's Co. engages in operating, developing, and franchising a system of quick-service restaurants. It offers hamburgers and related products, such as chicken breast sandwiches, nuggets, chili, and baked potatoes, French fries, freshly prepared salads, soft drinks, milk, coffee, frosty deserts, and kid's meals. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Ajmani Deepak Chief Operations Officer - U.S May 02 '24 Option Exercise 8.22 27,277 224,285 35,016 May 03 04:40 PM Spessard Matthew P Chief Information Officer Mar 15 '24 Option Exercise 0.00 55 0 2,722 Mar 19 05:03 PM Spessard Matthew P Chief Information Officer Mar 09 '24 Option Exercise 0.00 4,067 0 4,067 Mar 12 05:02 PM GILBERT KENNETH W Director Mar 01 '24 Sale 18.07 4,500 81,315 31,304 Mar 01 07:41 PM Loredo Juan Carlos Global Chief Marketing Officer Feb 19 '24 Option Exercise 0.00 5,304 0 26,900 Feb 21 05:10 PM Pringle Abigail E. Pres Intl & Chf Developmnt Ofc Feb 19 '24 Option Exercise 0.00 23,842 0 180,650 Feb 21 05:05 PM Ajmani Deepak Chief Operations Officer - U.S Feb 19 '24 Option Exercise 0.00 3,977 0 6,498 Feb 21 05:12 PM LEVATO JOSEPH A Director Dec 01 '23 Sale 19.18 20,000 383,626 30,407 Dec 04 05:49 PM Peltz Matthew H. Director Aug 22 '23 Sale 20.30 2,905,569 58,983,051 17,827,059 Aug 23 05:40 PM PELTZ NELSON Director Aug 22 '23 Sale 20.30 2,905,569 58,983,051 17,827,059 Aug 23 05:39 PM MAY PETER W Director Aug 22 '23 Sale 20.30 2,905,569 58,983,051 17,827,059 Aug 23 05:39 PM Thuerk Suzanne M. Chief Accounting Officer Aug 07 '23 Option Exercise 0.00 1,321 0 7,016 Aug 09 05:07 PM Peltz Matthew H. Director Jun 02 '23 Sale 22.76 443,725 10,099,447 20,732,628 Jun 02 07:42 PM PELTZ NELSON Director Jun 02 '23 Sale 22.76 443,725 10,099,447 20,732,628 Jun 02 07:40 PM MAY PETER W Director Jun 02 '23 Sale 22.76 443,725 10,099,447 20,732,628 Jun 02 07:41 PM GILBERT KENNETH W Director Jun 01 '23 Sale 22.03 3,000 66,090 35,804 Jun 05 05:00 PM PELTZ NELSON Director May 22 '23 Sale 22.73 529,417 12,035,501 21,176,353 May 24 07:17 PM MAY PETER W Director May 22 '23 Sale 22.73 529,417 12,035,501 21,176,353 May 24 07:15 PM Peltz Matthew H. Director May 22 '23 Sale 22.73 529,417 12,035,501 21,176,353 May 24 07:16 PM
Index S&P 500
P/E -
EPS (ttm) -0.75
Insider Own 1.66%
Shs Outstand 449.50M
Perf Week 3.39%
Market Cap 6.72B
Forward P/E 8.14
EPS next Y 1.84
Insider Trans 0.00%
Shs Float 442.36M
Perf Month -10.21%
Income -337.20M
PEG -
EPS next Q 0.40
Inst Own 84.53%
Short Float 2.87%
Perf Quarter -4.66%
Sales 5.78B
P/S 1.16
EPS this Y 7.85%
Inst Trans 5.36%
Short Ratio 2.78
Perf Half Y 10.41%
Book/sh 23.44
P/B 0.64
EPS next Y 12.76%
ROA -0.35%
Short Interest 12.70M
Perf Year -6.80%
Cash/sh 3.17
P/C 4.72
EPS next 5Y 13.71%
ROE -0.67%
52W Range 12.48 - 18.71
Perf YTD -16.20%
Dividend Est. 0.82 (5.48% )
P/FCF 5.49
EPS past 5Y -
ROI -1.45%
52W High -20.10%
Beta 1.44
Dividend TTM 0.80 (5.35% )
Quick Ratio -
Sales past 5Y 1.87%
Gross Margin 64.42%
52W Low 19.79%
ATR (14) 0.42
Dividend Ex-Date May 13, 2024
Current Ratio -
EPS Y/Y TTM -154.43%
Oper. Margin 14.94%
RSI (14) 46.17
Volatility 2.34% 2.47%
Employees 8489
Debt/Eq 0.59
Sales Y/Y TTM -0.91%
Profit Margin -5.84%
Recom 2.76
Target Price 16.77
Option/Short Yes / Yes
LT Debt/Eq 0.59
EPS Q/Q -1.27%
Payout -
Rel Volume 0.88
Prev Close 14.84
Sales Surprise -2.66%
EPS Surprise -17.21%
Sales Q/Q -0.25%
Earnings Apr 23 BMO
Avg Volume 4.57M
Price 14.95
SMA20 -1.40%
SMA50 -3.92%
SMA200 -3.02%
Trades
Volume 4,042,703
Change 0.74%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-26-22 Reiterated
Evercore ISI
In-line
$28 → $25
Jan-26-22 Reiterated
Deutsche Bank
Buy
$38 → $37
Jan-26-22 Reiterated
Citigroup
Buy
$33 → $32
Jan-26-22 Reiterated
BofA Securities
Neutral
$26 → $24
Jan-26-22 Reiterated
BMO Capital Markets
Outperform
$33 → $29
Dec-17-21 Upgrade
BMO Capital Markets
Market Perform → Outperform
$33
Dec-16-21 Resumed
BofA Securities
Neutral
$26
Oct-22-21 Upgrade
Evercore ISI
Underperform → In-line
$28
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Jan-23-24 04:34PM
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Invesco Ltd. engages in the investment management business. Its product includes mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lo Andrew Tak Shing Senior Managing Director Feb 28 '24 Option Exercise 0.00 121,433 0 610,163 Mar 01 08:27 AM Invesco Realty, Inc. 10% Owner Oct 02 '23 Buy 25.12 796,323 20,000,000 1,052,487 Oct 04 05:00 PM Invesco Realty, Inc. 10% Owner Sep 05 '23 Buy 25.00 2,800,000 70,000,000 853,400 Sep 07 09:22 PM Schlossberg Andrew President and CEO Aug 31 '23 Option Exercise 0.00 37,822 0 808,426 Sep 05 09:49 AM Sharp Douglas J Senior Managing Director Aug 31 '23 Option Exercise 0.00 37,382 0 77,899 Sep 05 09:55 AM Kessler Denis Director May 15 '23 Option Exercise 0.00 10,930 0 92,870 May 17 04:25 PM
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