The Wendy's Company(WEN)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$6.24
- 52-Week Range
- $6.23 – $12.51
- YTD
- -23.67%
- IV Rank (30D)
- 80.81
- Straddle Price
- $0.90
- P/C Vol Ratio
- 0.33
- Market Cap
- $1.3B
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.49% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.99% (VRP-adj) |
| WACC | 5.81% |
| Volatility Risk Premium | +69.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 28.1% |
| Rev. Growth (YoY, DCF input) | -3.6% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 128.6% |
| Book / Price | 8.8% |
| Gross Margin (TTM) | 58.3% |
| FCF Margin (TTM) | 10.1% |
| Debt / Equity | 29.25 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | -4.3% (reverse-DCF on current price) |
| SMA 50 | $7.13 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $7.10 |
| Bollinger Width / SMA20 | 326.4% (drives anchor stability) |
| Net Debt | $3.1B |
| Market Cap | $1B |
Peers used for multiples: AAT, APLE, ARR, CALM, GNL, IIPR, KNTK, RHI
Blended Fair Value
$10.49
Current Price
$6.25
Deviation
+50.0%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -3.3% ⚠ | +0.12 | +0.87 | 75.5% | — |
| 42d | -4.4% ⚠ | +0.44 | +1.03 | 75.0% | — |
| 63d | -5.2% ⚠ | +0.18 | +0.90 | 69.2% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $7.84 | 27% | |
| DDM (Gordon) | $3.97 | 22% | |
| Peer P/E | $17.00 | 12% | median 21.8× · 7 peers |
| Peer EV/EBITDA | $14.16 | 12% | median 11.9× · 7 peers |
| Peer P/B | $0.75 | 2% | median 1.2× · 7 peers |
| Peer P/S | $31.39 | 8% | median 2.8× · 7 peers |
| Market Anchor (SMA50) | $7.13 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $6.97 | 16% | 12 strikes · skew -0.57 |
As of 2026-06-22 · updated 2026-06-22 18:01:31.403000
Info
- Industry (SIC)
- RETAIL-EATING & DRINKING PLACES (5810)
- Exchange
- XNAS
- Market Cap
- $1.3B
The Wendy's Co is engaged in operating, developing, and franchising a system of distinctive quick-service restaurants serving high-quality food. The company operates through Wendy's U.S., Wendy's International, and Global Real Estate & Development. Wendy's U.S. and Wendy's International include the operation and franchising of restaurants and derive revenues from sales at company-operated restaurants, as well as royalties, franchise fees, and advertising fund collections from franchised restaurants. Global Real Estate & Development includes real estate activities for owned and leased sites tha…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.00% | 23 |
| Feb | -0.49% | 23 |
| Mar | +0.39% | 23 |
| Apr | +3.25% | 23 |
| May | -0.73% | 23 |
| Jun | -1.78% | 23 |
| Jul | +0.90% | 22 |
| Aug | -1.54% | 22 |
| Sep | -2.92% | 23 |
| Oct | -0.23% | 23 |
| Nov | +2.31% | 23 |
| Dec | +3.07% | 23 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $7.03
SMA 50: $7.11
SMA 200: $8.00
Current: $6.26
EMA 12: $6.81
EMA 26: $7.00
MACD: -0.1868 | Signal: -0.0538
BEARISH
ADX (14): 16.79
RANGE
+DI: 15.48
−DI: 28.48
Momentum Oscillators
RSI (14): 35.37
NEUTRAL
Stoch %K: 17.94
Stoch %D: 22.44
Williams %R: -98.05
Volume & Volatility
BB Upper: $7.89
BB Lower: $6.17
NEUTRAL
OBV: -263,485,466
Vol SMA 20: 8,468,310
Vol ROC: -9.96%
ATR: $0.34
True Range: $0.57
HV 20: 55.4%
HV 30: 74.0%
HV 60: 57.8%
Data Summary
Data Points: 500
Last Updated: 2026-06-22T18:00:26.096000
Date Range: 2024-06-21T00:00:00 – 2026-06-18T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Image source: The Motley Fool. Friday, May 8, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Earnings History
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-01 | Pre-Market | 7.21% | 0.59% | 0.08x | Within |
| 2024-10-31 | Pre-Market | 6.89% | 5.95% | 0.86x | Within |
| 2025-02-13 | Pre-Market | 5.96% | 3.86% | 0.65x | Within |
| 2025-05-02 | Pre-Market | 8.81% | 0.36% | 0.04x | Within |
| 2025-08-08 | After-Close | 4.96% | 2.08% | 0.42x | Within |
| 2025-11-07 | Pre-Market | 6.48% | 1.47% | 0.23x | Within |
| 2026-02-13 | Pre-Market | 8.95% | 3.21% | 0.36x | Within |
| 2026-05-08 | After-Close | 3.77% | 7.43% | 1.97x | Exceeded |
Options Activity
- IV Rank (30D)
- 80.81
- IV Rank (7D)
- 100
- Avg IV
- 157.2%
- Straddle (30D)
- $0.90
- Straddle (7D)
- $0.40
- P/C Volume
- 0.33
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.44
- Correlation (SPY)
- 12.0%
- R²
- 0.01
- Ann. Volatility
- 45.8%
- SPY Volatility
- 12.4%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 192,224,750 (as of 2026-03-29)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
17 filers$53.93M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $13.06M | 24.22% | 2026-03-31 |
| 2 | Centiva Capital, LP | $10.15M | 18.81% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $5.18M | 9.61% | 2026-03-31 |
| 4 | Soviero Asset Management, LP | $4.17M | 7.73% | 2026-03-31 |
| 5 | D. E. Shaw & Co., Inc. Custodian | $3.67M | 6.80% | 2026-03-31 |
| 6 | CAPITAL FUND MANAGEMENT S.A. | $3.60M | 6.67% | 2026-03-31 |
| 7 | NOMURA HOLDINGS INC | $3.34M | 6.19% | 2026-03-31 |
| 8 | Walleye Capital LLC | $3.33M | 6.18% | 2026-03-31 |
| 9 | Squarepoint Ops LLC | $2.14M | 3.97% | 2026-03-31 |
| 10 | STATE OF WISCONSIN INVESTMENT BOARD | $1.67M | 3.09% | 2026-03-31 |
| 11 | WOLVERINE TRADING, LLC Custodian | $1.26M | 2.33% | 2025-09-30 |
| 12 | JANE STREET GROUP, LLC Custodian | $1.13M | 2.09% | 2026-03-31 |
| 13 | TWO SIGMA INVESTMENTS, LP | $757.55K | 1.40% | 2026-03-31 |
| 14 | Point72 Asset Management, L.P. | $187.65K | 0.35% | 2026-03-31 |
| 15 | Walleye Trading LLC | $161.24K | 0.30% | 2026-03-31 |
| 16 | SIG BROKERAGE, LP | $139.00K | 0.26% | 2026-03-31 |
| 17 | Global Retirement Partners, LLC | $200 | <0.01% | 2025-12-31 |
14 filers$65.16M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Caption Management, LLC | $34.75M | 53.33% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $7.87M | 12.07% | 2026-03-31 |
| 3 | TUDOR INVESTMENT CORP ET AL | $6.95M | 10.67% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $3.94M | 6.05% | 2026-03-31 |
| 5 | Walleye Capital LLC | $2.49M | 3.81% | 2026-03-31 |
| 6 | Walleye Trading LLC | $2.31M | 3.54% | 2026-03-31 |
| 7 | Crawford Fund Management, LLC | $2.08M | 3.20% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $1.65M | 2.54% | 2025-09-30 |
| 9 | JANE STREET GROUP, LLC Custodian | $1.22M | 1.87% | 2026-03-31 |
| 10 | CAPITAL FUND MANAGEMENT S.A. | $918.79K | 1.41% | 2026-03-31 |
| 11 | TWO SIGMA INVESTMENTS, LP | $514.30K | 0.79% | 2026-03-31 |
| 12 | Squarepoint Ops LLC | $326.65K | 0.50% | 2026-03-31 |
| 13 | BLUEFIN CAPITAL MANAGEMENT, LLC | $138.45K | 0.21% | 2026-03-31 |
| 14 | BANK OF MONTREAL /CAN/ Custodian | $6.95K | 0.01% | 2026-03-31 |
Insider Activity
Latest: 2026-06-17
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-17 | Robert D. Wright | President & CEO | Grant (A) | +2,392 RSU | — | EDGAR | |
| 2026-06-17 | Kenneth M. Cook | Chief Financial Officer | Grant (A) | +3,886 RSU | — | EDGAR | |
| 2026-06-17 | E.J. Wunsch | President, International | Grant (A) | +3,166 RSU | — | EDGAR | |
| 2026-06-17 | Liliana Esposito | Chf Corp Affrs & Sustnblty Ofc | Grant (A) | +1,645 RSU | — | EDGAR | |
| 2026-06-17 | Peter J. JR Suerken | President, U.S. | Grant (A) | +3,426 RSU | — | EDGAR | |
| 2026-06-17 | Lindsay J. Radkoski | CMO, U.S. | Grant (A) | +2,333 RSU | — | EDGAR | |
| 2026-06-17 | Matthew P Spessard | Chief Information Officer | Grant (A) | +1,294 RSU | — | EDGAR | |
| 2026-06-17 | Wendy C. Arlin | Director | Grant (A) | +934 RSU | — | EDGAR | |
| 2026-06-17 | Aaron M. Kale | Chief Accounting Officer | Grant (A) | +223 RSU | — | EDGAR | |
| 2026-06-17 | John Min | Chief Legal Ofcr & Secretary | Grant (A) | +2,431 RSU | — | EDGAR | |
| 2026-05-26 | Robert D. Wright | President & CEO | Grant (A) | +1,891,008 RSU | — | EDGAR | |
| 2026-05-22 | PETER W MAY | Director | Award (A) | +20,967 | — | EDGAR | |
| 2026-05-22 | MICHELLE CARUSO-CABRERA | Director | Award (A) | +20,967 | — | EDGAR | |
| 2026-05-22 | Richard H. Gomez | Director | Award (A) | +20,967 | — | EDGAR | |
| 2026-05-22 | Mich J Mathews-Spradlin | Director | Award (A) | +20,967 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
76 insiders · @ $6.26
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Trian Partners Strategic Investment Fund GP, L.P. | 10%+ Owner | 81,748,145 | $511.74M | $86.72M | 2 | 2012-02-09 |
| 2 | Trian Partners Parallel Fund II GP, L.P. | 10%+ Owner | 76,623,145 | $479.66M | $1.46B | 3 | 2008-12-09 |
| 3 | Trian Partners Parallel Fund II General Partner, LLC | 10%+ Owner | 76,623,145 | $479.66M | $1.04B | 2 | 2008-12-09 |
| 4 | Trian Partners Strategic Fund-G II GP, L.P. | 10%+ Owner | 43,232,621 | $270.64M | $335.26M | 1 | 2016-12-09 |
| 5 | Trian Partners Strategic Investment Fund, L.P. | 10%+ Owner | 43,232,621 | $270.64M | $239.47M | 1 | 2016-12-06 |
| 6 | Trian Fund Management GP, LLC | 10%+ Owner | 43,232,621 | $270.64M | $431.05M | 1 | 2016-12-09 |
| 7 | Trian Partners Strategic Investment Fund General Partner, LLC | 10%+ Owner | 40,792,537 | $255.36M | $0 | 1 | 2015-07-09 |
| 8 | Trian Partners General Partner, LLC | 10%+ Owner | 39,035,921 | $244.36M | -$671.93M | 3 | 2017-06-07 |
| 9 | Trian Partners Strategic Fund-K GP, L.P. | 10%+ Owner | 34,035,921 | $213.06M | -$495.00M | 1 | 2018-02-27 |
| 10 | Trian Partners Strategic Fund-K General Partner, LLC | 10%+ Owner | 34,035,921 | $213.06M | -$660.00M | 1 | 2018-02-27 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2025-05-05
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-05-05 | Abigail Pringle | Officer | 136,819 | $1.72M | 2025-05-05 | UBS Financial Services Inc | — | EDGAR |
| 2025-03-04 | KENNETH W GILBERT | Director | 3,500 | $53.0K | 2025-03-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-11-07 | Michelle Mathews-Spradlin | Director | 24,462 | $496.1K | 2024-11-07 | UBS Financial Services Inc | — | EDGAR |
| 2024-08-08 | TRIAN FUND MANAGEMENT, L.P. | Director | 1,000,000 | $16.97M | 2024-08-08 | Morgan Stanley | — | EDGAR |
| 2024-06-03 | Kristin A. Dolan | Director | 21,000 | $365.2K | 2024-06-03 | UBS Financial Services Inc | — | EDGAR |
| 2024-03-01 | KENNETH W GILBERT | Director | 4,500 | $81.3K | 2024-03-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2023-11-30 | LEVATO JOSEPH A | Director | 20,000 | $375.6K | 2023-11-30 | Merrill Lynch | 10b5-1 | EDGAR |
| 2023-11-14 | TRIAN FUND MANAGEMENT, L.P. | Director | 1,883,593 | $35.13M | 2023-11-14 | Morgan Stanley | — | EDGAR |
| 2023-08-22 | TRIAN FUND MANAGEMENT, L.P. | Director | 2,905,569 | $59.22M | 2023-08-22 | Morgan Stanley | — | EDGAR |
| 2023-06-01 | KENNETH W GILBERT | Director | 3,000 | $66.1K | 2023-06-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-22
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-22 | 0001193125-26-236835 | EDGAR |
| 2026-05-20 | 0001193125-26-231809 | EDGAR |
| 2026-05-08 | 0001193125-26-213270 | EDGAR |
| 2026-02-18 | 0001193125-26-057462 | EDGAR |
| 2026-02-13 | 0001193125-26-049816 | EDGAR |
| 2026-01-22 | 0001193125-26-019652 | EDGAR |
| 2025-12-16 | 0001193125-25-321131 | EDGAR |
| 2025-11-20 | 0001193125-25-288625 | EDGAR |
| 2025-11-12 | 0001193125-25-276128 | EDGAR |
| 2025-11-07 | 0001193125-25-271014 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-23 | 0000030697-26-000009 | EDGAR |
| 2025-02-21 | 0000030697-25-000003 | EDGAR |
| 2024-02-26 | 0000030697-24-000004 | EDGAR |
| 2023-03-01 | 0000030697-23-000002 | EDGAR |
| 2022-03-01 | 0000030697-22-000003 | EDGAR |
| 2021-03-03 | 0000030697-21-000002 | EDGAR |
| 2020-02-26 | 0000030697-20-000002 | EDGAR |
| 2019-02-27 | 0000030697-19-000004 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0000030697-26-000060 | EDGAR |
| 2025-11-07 | 0000030697-25-000039 | EDGAR |
| 2025-08-08 | 0000030697-25-000010 | EDGAR |
| 2025-05-02 | 0000030697-25-000006 | EDGAR |
| 2024-10-31 | 0000030697-24-000018 | EDGAR |
| 2024-08-01 | 0000030697-24-000012 | EDGAR |
| 2024-05-02 | 0000030697-24-000009 | EDGAR |
| 2023-11-02 | 0000030697-23-000013 | EDGAR |
| 2023-08-09 | 0000030697-23-000008 | EDGAR |
| 2023-05-10 | 0000030697-23-000005 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 8.0 |
| P/B Ratio | 11.2 |
| P/S Ratio | 0.6 |
| EV/EBITDA | 9.1 |
| TTM Revenue | $2.2B |
| TTM Net Income | $0.1B |
| TTM EPS | $0.78 |
| ROE | 128.6% |
| Dividend Yield | 8.25% |
| Debt/Equity | 29.74 |