Wendys Ownership
| WEN Stock | USD 18.11 0.19 1.06% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 206.2 M | Current Value 204.3 M | Avarage Shares Outstanding 145.4 M | Quarterly Volatility 149.2 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Wendys |
Wendys Stock Ownership Analysis
About 89.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.81. The Wendys last dividend was issued on the 2nd of December 2024. The entity had 105:100 split on the 25th of March 1986. The Wendys Company, together with its subsidiaries, operates as a quick-service restaurant company. The Wendys Company was founded in 1969 and is headquartered in Dublin, Ohio. Wendys operates under Restaurants classification in the United States and is traded on NASDAQ Exchange. It employs 4833 people. For more information please call Kirk Tanner at 614 764 3100 or visit https://www.wendys.com.Besides selling stocks to institutional investors, Wendys also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Wendys' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Wendys' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Wendys Quarterly Liabilities And Stockholders Equity |
|
Wendys Insider Trades History
About 9.0% of The Wendys Co are currently held by insiders. Unlike Wendys' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Wendys' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Wendys' insider trades
Wendys Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Wendys is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading The Wendys Co backward and forwards among themselves. Wendys' institutional investor refers to the entity that pools money to purchase Wendys' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Squarepoint Ops Llc | 2024-06-30 | 3.5 M | Hhg Plc | 2024-06-30 | 3 M | Geode Capital Management, Llc | 2024-06-30 | 3 M | Royal Bank Of Canada | 2024-06-30 | 2.9 M | Bank Of New York Mellon Corp | 2024-06-30 | 2.7 M | Point72 Asset Management, L.p. | 2024-06-30 | 2.5 M | Millennium Management Llc | 2024-06-30 | 2 M | Two Sigma Advisers, Llc | 2024-06-30 | 1.6 M | Two Sigma Investments Llc | 2024-06-30 | 1.6 M | Trian Fund Management Lp | 2024-09-30 | 30.5 M | Vanguard Group Inc | 2024-09-30 | 22 M |
The Wendys Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wendys insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wendys' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wendys insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Matthew Spessard over three months ago Disposition of 160 shares by Matthew Spessard of Wendys at 17.12 subject to Rule 16b-3 | ||
E Wunsch over a year ago Acquisition by E Wunsch of tradable shares of Wendys subject to Rule 16b-3 |
Wendys Outstanding Bonds
Wendys issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. The Wendys uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wendys bonds can be classified according to their maturity, which is the date when The Wendys Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| US950590AG46 Corp BondUS950590AG46 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View |
Wendys Corporate Filings
8K | 18th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 18th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Pair Trading with Wendys
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wendys position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wendys will appreciate offsetting losses from the drop in the long position's value.Moving together with Wendys Stock
| 0.72 | SG | Sweetgreen Buyout Trend | PairCorr |
Moving against Wendys Stock
| 0.69 | PNST | Pinstripes Holdings Symbol Change | PairCorr |
| 0.63 | MOND | Mondee Holdings | PairCorr |
| 0.6 | ARKR | Ark Restaurants Corp | PairCorr |
| 0.54 | WING | Wingstop | PairCorr |
| 0.53 | EJH | E Home Household | PairCorr |
The ability to find closely correlated positions to Wendys could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wendys when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wendys - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Wendys Co to buy it.
The correlation of Wendys is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wendys moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if The Wendys moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wendys can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in The Wendys Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wendys. If investors know Wendys will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wendys listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.11) | Dividend Share 1 | Earnings Share 0.94 | Revenue Per Share 10.801 | Quarterly Revenue Growth 0.029 |
The market value of The Wendys is measured differently than its book value, which is the value of Wendys that is recorded on the company's balance sheet. Investors also form their own opinion of Wendys' value that differs from its market value or its book value, called intrinsic value, which is Wendys' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wendys' market value can be influenced by many factors that don't directly affect Wendys' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wendys' value and its price as these two are different measures arrived at by different means. Investors typically determine if Wendys is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wendys' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.