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.
- 52-Week Range
- $6.07 – $10.12
- YTD
- -17.83%
- IV Rank (30D)
- 20.48
- Straddle Price
- $0.75
- P/C Vol Ratio
- 2.62
- Market Cap
- $1.3B
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 ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- 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) | 4.94% |
| Beta vs SPY | 0.76 |
| Cost of Equity (CAPM) | 8.74% (VRP-adj) |
| WACC | 5.84% |
| Volatility Risk Premium | +8.1pp (IV − HV30) |
| Effective Tax Rate | 28.1% |
| Rev. Growth (YoY, DCF input) | -3.6% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 104.6% |
| Book / Price | 9.0% |
| Gross Margin (TTM) | 58.3% |
| FCF Margin (TTM) | 12.0% |
| Debt / Equity | 29.25 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | -6.8% (reverse-DCF on current price) |
| SMA 50 | $7.84 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $7.83 |
| Bollinger Width / SMA20 | 444.5% (drives anchor stability) |
| Net Debt | $3.1B |
| Market Cap | $1B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $12.14 | 26% | |
| DDM (Gordon) | $3.82 | 21% | |
| Peer P/E | $14.32 | 12% | median 18.4× · 6 peers |
| Peer EV/EBITDA | $11.84 | 12% | median 11.0× · 6 peers |
| Peer P/B | $1.35 | 2% | median 2.2× · 6 peers |
| Peer P/S | $19.12 | 8% | median 1.7× · 6 peers |
| Market Anchor (SMA50) | $7.84 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $6.76 | 18% | 14 strikes · skew +0.23 |
- 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…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| 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 | -0.62% | 23 |
| Jul | +0.38% | 23 |
| Aug | -0.95% | 23 |
| Sep | -3.55% | 24 |
| Oct | -0.23% | 23 |
| Nov | +2.31% | 23 |
| Dec | +3.07% | 23 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers:
- Bullish momentum from MACD crossover
- Neutral RSI reading
- Low volatility, indicating low risk
Primary Risks:
- Recent negative news headlines may impact sentiment
- Options market shows bearish sentiment
Investment Thesis: WEN appears to be in a consolidative phase, with bullish momentum building. The stock's low volatility and neutral RSI reading suggest a stable situation, but recent negative news headlines may impact sentiment.
Recent News Sentiment Impact: The recent news headlines have been mixed, with two positive articles and three neutral/negative articles. This mixed bag of news may not significantly impact the stock's price movement at this time.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Consolidative Medium-term (1-3 months): Uptrend (SMA 20 above price) Long-term (3-12 months): Uptrend (SMA 200 above price)
Support/Resistance Levels:
- Upper Bollinger Band: $8.01
- Middle Bollinger Band: $7.53
- Lower Bollinger Band: $7.04
Momentum Signals: RSI interpretation: Neutral (46.24) MACD signal: Bullish crossover (0.02 / Signal: -0.00 / Histogram: 0.02)
Volume Analysis: Volume trends: Consolidative Institutional interest signals: Low (OBV: -83379437.09, Volume Rate of Change: 90.88%)
News & Sentiment Analysis
Recent Headlines Summary: Mixed bag of news headlines with two positive and three neutral/negative articles.
Sentiment Assessment: Neutral/Negative The recent news sentiment is slightly negative due to the mixed bag of news, but this may not significantly impact the stock's price movement at this time.
Catalyst Identification: No near-term catalysts are apparent from the data provided. The stock's low volatility and consolidative phase suggest a stable situation.
Market Narrative: The technical signals are generally bullish, with the MACD crossover indicating momentum building. However, recent negative news headlines may impact sentiment, highlighting the need for careful risk management.
Risk & Volatility Assessment
Beta Interpretation: Low (0.34) - stock moves less than market Volatility Regime: Low volatility - stock moves less than market Options Market Signals: IV Rank: 9.7% (Low) Current IV: 89.6% Expected Move: $0.88 (32 DTE), 7-DTE: $0.47
Downside Protection: Support levels to monitor: Lower Bollinger Band ($7.04) and SMA 20 ($7.53)
Market Context & Positioning
Sector Performance: Neutral - WEN's sector is performing similarly to the broader market Institutional Activity: Low institutional interest signals due to consolidative phase Correlation Analysis: WEN's correlation with the market is low (0.08) Relative Valuation: WEN is positioned within a trading range, with no clear upside or downside pressure
Key Levels & Action Items
Critical Price Levels:
- Lower Bollinger Band ($7.04) - support
- SMA 20 ($7.53) - resistance
Breakout/Breakdown Levels:
- Upper Bollinger Band ($8.01) - potential breakout level
- Middle Bollinger Band ($7.53) - potential breakdown level
Time-Sensitive Catalysts: No near-term catalysts are apparent from the data provided.
Risk Management: Stop-loss levels to consider: SMA 20 ($7.53) and Lower Bollinger Band ($7.04). Position sizing considerations: given the low volatility, a smaller position size may be appropriate.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 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 |
| 2026-08-07 | Pre-Market | 9.43% | 5.01% | 0.53x | Within |
- IV Rank (30D)
- 20.48
- IV Rank (7D)
- 88.61
- Avg IV
- 82.6%
- Straddle (30D)
- $0.75
- Straddle (7D)
- $0.35
- P/C Volume
- 2.62
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 0.34
- Correlation (SPY)
- 7.4%
- R²
- 0.01
- Ann. Volatility
- 60.3%
- SPY Volatility
- 13.0%
Low volatility - stock moves less than market
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.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $70.93M | 32.80% | 2026-06-30 |
| 2 | JANE STREET GROUP, LLC Custodian | $28.17M | 13.02% | 2026-06-30 |
| 3 | CITADEL ADVISORS LLC Custodian | $23.30M | 10.78% | 2026-06-30 |
| 4 | ELEMENT CAPITAL MANAGEMENT LLC | $16.58M | 7.67% | 2026-06-30 |
| 5 | PEAK6 LLC | $11.63M | 5.38% | 2026-06-30 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $9.95M | 4.60% | 2026-06-30 |
| 7 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9.36M | 4.33% | 2026-06-30 |
| 8 | Walleye Trading LLC | $7.16M | 3.31% | 2026-06-30 |
| 9 | Walleye Capital LLC | $5.51M | 2.55% | 2026-06-30 |
| 10 | Parallax Volatility Advisers, L.P. | $4.73M | 2.19% | 2026-06-30 |
| 11 | Caption Management, LLC | $4.14M | 1.92% | 2026-06-30 |
| 12 | Centiva Capital, LP | $3.86M | 1.79% | 2026-06-30 |
| 13 | ExodusPoint Capital Management, LP | $3.30M | 1.53% | 2026-06-30 |
| 14 | Soviero Asset Management, LP | $2.98M | 1.38% | 2026-06-30 |
| 15 | Hudson Bay Capital Management LP | $2.49M | 1.15% | 2026-06-30 |
| 16 | STATE OF WISCONSIN INVESTMENT BOARD | $1.99M | 0.92% | 2026-06-30 |
| 17 | CREDIT INDUSTRIEL ET COMMERCIAL | $1.94M | 0.90% | 2026-06-30 |
| 18 | CAPITAL FUND MANAGEMENT S.A. | $1.71M | 0.79% | 2026-06-30 |
| 19 | Anson Funds Management LP | $1.66M | 0.77% | 2026-06-30 |
| 20 | WOLVERINE TRADING, LLC Custodian | $1.26M | 0.58% | 2025-09-30 |
| 21 | LPL Financial LLC Custodian | $1.16M | 0.54% | 2026-06-30 |
| 22 | Squarepoint Ops LLC | $968.27K | 0.45% | 2026-06-30 |
| 23 | Symmetry Investments LP | $439.37K | 0.20% | 2026-06-30 |
| 24 | PRELUDE CAPITAL MANAGEMENT, LLC | $335.00K | 0.15% | 2026-06-30 |
| 25 | Belvedere Trading LLC | $220.51K | 0.10% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC Custodian | $100.47M | 33.61% | 2026-06-30 |
| 2 | CITADEL ADVISORS LLC Custodian | $53.65M | 17.95% | 2026-06-30 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $48.88M | 16.35% | 2026-06-30 |
| 4 | Caption Management, LLC | $42.27M | 14.14% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $11.22M | 3.75% | 2026-06-30 |
| 6 | GOLDMAN SACHS GROUP INC Custodian | $7.74M | 2.59% | 2026-06-30 |
| 7 | Walleye Trading LLC | $6.67M | 2.23% | 2026-06-30 |
| 8 | BALYASNY ASSET MANAGEMENT L.P. | $6.63M | 2.22% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $4.63M | 1.55% | 2026-06-30 |
| 10 | GROUP ONE TRADING LLC Custodian | $3.80M | 1.27% | 2026-06-30 |
| 11 | Crawford Fund Management, LLC | $3.40M | 1.14% | 2026-06-30 |
| 12 | Sculptor Capital LP | $3.32M | 1.11% | 2026-06-30 |
| 13 | SIMPLEX TRADING, LLC Custodian | $2.07M | 0.69% | 2026-06-30 |
| 14 | WOLVERINE TRADING, LLC Custodian | $1.65M | 0.55% | 2025-09-30 |
| 15 | Centiva Capital, LP | $1.10M | 0.37% | 2026-06-30 |
| 16 | Walleye Capital LLC | $935.11K | 0.31% | 2026-06-30 |
| 17 | CAPITAL FUND MANAGEMENT S.A. | $406.21K | 0.14% | 2026-06-30 |
| 18 | COOPER CREEK PARTNERS MANAGEMENT LLC | $72.42K | 0.02% | 2026-06-30 |
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Steven Cirulis | CFO & Chf Strategy Ofc | Grant (A) | +370 RSU | — | EDGAR | |
| 2026-09-17 | Robert D. Wright | President & CEO | Grant (A) | +1,131 RSU | — | EDGAR | |
| 2026-09-17 | Tariq H. Hassan | CMO & Customer Growth Officer | Grant (A) | +1,592 RSU | — | EDGAR | |
| 2026-09-17 | John Min | Chief Legal Ofcr & Secretary | Grant (A) | +898 RSU | — | EDGAR | |
| 2026-09-17 | Matthew P Spessard | Chief Information Officer | Grant (A) | +458 RSU | — | EDGAR | |
| 2026-09-17 | E.J. Wunsch | President, International | Grant (A) | +1,680 RSU | — | EDGAR | |
| 2026-09-17 | Aaron M. Kale | Chief Accounting Officer | Grant (A) | +128 RSU | — | EDGAR | |
| 2026-09-17 | Wendy C. Arlin | Director | Grant (A) | +442 RSU | — | EDGAR | |
| 2026-09-17 | Liliana Esposito | Chf Corp Affrs & Sustnblty Ofc | Grant (A) | +549 RSU | — | EDGAR | |
| 2026-08-26 | Tariq Hassan | CMO & Customer Growth Officer | Grant (A) | +819,348 RSU | — | EDGAR | |
| 2026-08-18 | Lindsay J. Radkoski | CMO, U.S. | Mixed | +1,961 | $8.64 | -$7.0K | EDGAR |
| 2026-08-14 | Lindsay J. Radkoski | CMO, U.S. | Mixed | +23,029 | $8.66 | -$74.1K | EDGAR |
| 2026-08-14 | E.J. Wunsch | President, International | Mixed | +49,777 | $8.66 | -$163.0K | EDGAR |
| 2026-08-14 | John Min | Chief Legal Ofcr & Secretary | Mixed | +36,055 | $8.66 | -$123.6K | EDGAR |
| 2026-08-14 | Liliana Esposito | Chf Corp Affrs & Sustnblty Ofc | Mixed | +26,319 | $8.66 | -$84.7K | EDGAR |
| # | 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 | $547.71M | $86.72M | 2 | 2012-02-09 |
| 2 | Trian Partners Parallel Fund II General Partner, LLC | 10%+ Owner | 76,623,145 | $513.38M | $1.04B | 2 | 2008-12-09 |
| 3 | Trian Partners Parallel Fund II GP, L.P. | 10%+ Owner | 76,623,145 | $513.38M | $1.46B | 3 | 2008-12-09 |
| 4 | Trian Partners Strategic Investment Fund, L.P. | 10%+ Owner | 43,232,621 | $289.66M | $239.47M | 1 | 2016-12-06 |
| 5 | Trian Fund Management GP, LLC | 10%+ Owner | 43,232,621 | $289.66M | $431.05M | 1 | 2016-12-09 |
| 6 | Trian Partners Strategic Fund-G II GP, L.P. | 10%+ Owner | 43,232,621 | $289.66M | $335.26M | 1 | 2016-12-09 |
| 7 | Trian Partners Strategic Investment Fund General Partner, LLC | 10%+ Owner | 40,792,537 | $273.31M | $0 | 1 | 2015-07-09 |
| 8 | Trian Partners General Partner, LLC | 10%+ Owner | 39,035,921 | $261.54M | -$671.93M | 3 | 2017-06-07 |
| 9 | Trian Partners Strategic Fund-K General Partner, LLC | 10%+ Owner | 34,035,921 | $228.04M | -$660.00M | 1 | 2018-02-27 |
| 10 | Trian Partners Strategic Fund-K GP, L.P. | 10%+ Owner | 34,035,921 | $228.04M | -$495.00M | 1 | 2018-02-27 |
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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| 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 |
| 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 |
| 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 |
| 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 | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
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.
- 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.
- 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 | 8.6 |
| P/B Ratio | 10.7 |
| P/S Ratio | 0.6 |
| EV/EBITDA | 9.4 |
| TTM Revenue | $2.2B |
| TTM Net Income | $0.1B |
| TTM EPS | $0.78 |
| ROE | 104.6% |
| Dividend Yield | 8.30% |
| Debt/Equity | 28.42 |