WEN

The Wendy's Company

Consumer Cyclical · $1.2B market cap

Share price

$6.12

close of Oct 3, 2026

Fair value

$12.70

Sticker Price

Payback Price

$5.08

buy price

Undervalued

WEN is Undervalued: at $6.12 it trades 52% below its fair value of $12.70. Its buy price (Payback Price) is $5.08, 17% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Free Cash Flow. Sales grew 1% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth9.5% a year✗

Equity per share growth-9.0% a year✗

Sales growth1.0% a year✗

Free cash flow growth6.6% a year✗

Return on invested capital5.5%✗

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Superinvestors

4 of the investors we track hold WEN. In Q2 2026, 1 opened a position and 1 added. Who we track

Nelson Peltz

Trian Fund Management · as of Q2 2026

$252.6M

30,468,434 shares

Prem Watsa

Fairfax Financial Holdings · as of Q2 2026

$66.3M

8,005,627 shares

Bill Nygren

Oakmark Funds · as of Q2 2026

$46.3M

5,587,137 shares

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$2.9M

353,023 shares

Moves in Q2 2026

New position: First Eagle Investment Management

Added: Prem Watsa

Insider activity

Since Jun 15, 2026: no open-market purchases and 100 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

Hassan Tariq

CMO & Customer Growth Officer · 2026-08-24

Award

84,841 shares

Hassan Tariq

CMO & Customer Growth Officer · 2026-08-24

Award

$2.9M

Radkoski Lindsay J.

CMO, U.S. · 2026-08-15

Tax withholding

$7K

Radkoski Lindsay J.

CMO, U.S. · 2026-08-15

Option exercise

2,767 shares

Suerken Peter J. JR

President, U.S. · 2026-08-12

Tax withholding

$20K

Show all 100 other filings

Suerken Peter J. JR

President, U.S. · 2026-08-12

Option exercise

7,963 shares

Min John

Chief Legal Ofcr & Secretary · 2026-08-12

Tax withholding

$109K

Min John

Chief Legal Ofcr & Secretary · 2026-08-12

Tax withholding

$15K

Min John

Chief Legal Ofcr & Secretary · 2026-08-12

Option exercise

5,918 shares

Min John

Chief Legal Ofcr & Secretary · 2026-08-12

Option exercise

44,404 shares

Wunsch E.J.

President, International · 2026-08-12

Tax withholding

$142K

Wunsch E.J.

President, International · 2026-08-12

Tax withholding

$21K

Wunsch E.J.

President, International · 2026-08-12

Option exercise

8,070 shares

Wunsch E.J.

President, International · 2026-08-12

Option exercise

60,533 shares

Spessard Matthew P

Chief Information Officer · 2026-08-12

Tax withholding

$57K

Spessard Matthew P

Chief Information Officer · 2026-08-12

Tax withholding

$8K

Spessard Matthew P

Chief Information Officer · 2026-08-12

Option exercise

3,051 shares

Spessard Matthew P

Chief Information Officer · 2026-08-12

Option exercise

22,896 shares

Radkoski Lindsay J.

CMO, U.S. · 2026-08-12

Tax withholding

$65K

Radkoski Lindsay J.

CMO, U.S. · 2026-08-12

Tax withholding

$9K

Radkoski Lindsay J.

CMO, U.S. · 2026-08-12

Option exercise

3,713 shares

Radkoski Lindsay J.

CMO, U.S. · 2026-08-12

Option exercise

27,878 shares

Kale Aaron M.

Chief Accounting Officer · 2026-08-12

Tax withholding

$5K

Kale Aaron M.

Chief Accounting Officer · 2026-08-12

Option exercise

2,209 shares

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-12

Tax withholding

$75K

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-12

Tax withholding

$10K

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-12

Option exercise

4,246 shares

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-12

Option exercise

31,858 shares

Kale Aaron M.

Chief Accounting Officer · 2026-08-11

Tax withholding

$4K

Kale Aaron M.

Chief Accounting Officer · 2026-08-11

Option exercise

1,748 shares

Kale Aaron M.

Chief Accounting Officer · 2026-08-11

Award

7,884 shares

Kale Aaron M.

Chief Accounting Officer · 2026-08-11

Award

$411K

Spessard Matthew P

Chief Information Officer · 2026-08-11

Tax withholding

$1K

Spessard Matthew P

Chief Information Officer · 2026-08-11

Option exercise

633 shares

Spessard Matthew P

Chief Information Officer · 2026-08-11

Award

11,423 shares

Spessard Matthew P

Chief Information Officer · 2026-08-11

Award

$595K

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-11

Award

15,894 shares

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-11

Tax withholding

$4K

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-11

Option exercise

1,748 shares

Esposito Liliana

Chf Corp Affrs & Sustnblty Ofc · 2026-08-11

Award

$828K

Radkoski Lindsay J.

CMO, U.S. · 2026-08-11

Tax withholding

$1K

Radkoski Lindsay J.

CMO, U.S. · 2026-08-11

Award

$725K

Radkoski Lindsay J.

CMO, U.S. · 2026-08-11

Option exercise

633 shares

Radkoski Lindsay J.

CMO, U.S. · 2026-08-11

Award

13,907 shares

Wunsch E.J.