What is the 13F Pro Quality Score for WEN?

13F Pro ranks Wendy's Co (WEN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WEN's current score at https://13fpro.ai/research/WEN (free sign-up required for the full ranking).

Where does 13F Pro source WEN data?

All Wendy's Co fundamentals and ownership data come directly from SEC EDGAR. Wendy's Co files with the SEC under CIK 30697. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WEN in?

Wendy's Co (WEN) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is WEN research updated on 13F Pro?

WEN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Wendy's Co(WEN)Stock Analysis

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13F Pro Quality Score

54.6/100

Rank #1,201 of 2,879 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

32.3/100

Profitability

56.3/100

Balance Sheet

59.8/100

Earnings Quality

26.7/100

Free Cash Flow

67.2/100

Institutional Flow

69.8/100

Revenue Scale

64.0/100

Dilution Risk

68.1/100

WEN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Wendy's Co (WEN), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores WEN at 54.6/100 on a 32-signal composite quality model, placing it at rank #1,201 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include earnings quality (26.7) and revenue growth (32.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Wendy's Co reports quarterly revenue of $540.6M, net income of $22.7M, an operating margin of 12.0%. Top institutional holders of WEN by reported 13-F value include TRIAN FUND MANAGEMENT, L.P., BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. WEN trades on the Nasdaq exchange and files with the SEC under CIK 30697. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WEN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Wendy's Co directly from SEC EDGAR. Wendy's Co's 13F Pro composite quality score has ranged between 52 and 63 since 2021, currently 54.6 — a stable long-term trajectory across 27 quarterly and live scoring snapshots.

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Fun facts about Wendy's Co

Quirks, history, and lore behind WEN — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. quick-service restaurant company · mid-cap · listed on Nasdaq · headquartered in Ohio.
2
The Numbers
Operates or franchises roughly 7,000 locations globally, generating annual revenue in the neighborhood of $2 billion — small fries next to its biggest rivals, but fiercely competitive.
3
The History
Founded in 1969 by a entrepreneur who named the chain after his young daughter — and put her pigtailed face right on the logo.
4
The Secret
It introduced the drive-through window concept to the fast-food industry and pioneered the idea of fresh, never-frozen beef as a mainstream burger selling point.
5
The Lore
Its square burger patties are iconic, and a long-running beef — literally — with a certain clown-themed rival fueled some of the sassiest corporate Twitter feuds in fast-food history.
6
The Giveaway
The Frosty is basically its unofficial mascot in a cup, and founder Dave Thomas appeared in over 800 of his own TV commercials before his passing in 2002.

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Revenue

Q1 2026

$540.6M

Net Income

Q1 2026

$22.7M

Free Cash Flow

Q1 2026

$47.5M

Operating Margin

Q1 2026

12.0%

ROIC

Q1 2026

2.3%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-0.2% YoY

$2.18BFY 2025

FY21 $1.90BFY22 $2.10BFY23 $2.18BFY25 $2.18B

Net Income

-19.3% YoY

$165.1MFY 2025

FY21 $200.4MFY22 $177.4MFY23 $204.4MFY25 $165.1M

Operating Income

-10.1% YoY

$343.5MFY 2025

FY21 $367.0MFY22 $353.3MFY23 $382.0MFY25 $343.5M

EPS (Diluted)

-12.4% YoY

$0.85FY 2025

FY21 $0.89FY22 $0.82FY23 $0.97FY25 $0.85

Total Assets

-4.4% YoY

$4.96BFY 2025

FY21 $5.10BFY22 $5.50BFY23 $5.18BFY25 $4.96B

Total Debt

-0.0% YoY

$2.79BFY 2025

FY21 $2.40BFY22 $2.88BFY23 $2.79BFY25 $2.79B

Op. Cash Flow

-0.3% YoY

$344.5MFY 2025

FY21 $345.8MFY22 $259.9MFY23 $345.4MFY25 $344.5M

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$2.18B -0.2%	$2.18B +4.1%	$2.10B +10.5%	$1.90B +9.4%	$1.73B +1.5%	$1.71B
Net Income	$165.1M -19.3%	$204.4M +15.3%	$177.4M -11.5%	$200.4M +70.1%	$117.8M -14.0%	$136.9M
Operating Income	$343.5M -10.1%	$382.0M +8.1%	$353.3M -3.7%	$367.0M +36.3%	$269.3M +2.6%	$262.6M
EPS (Diluted)	$0.85 -12.4%	$0.97 +18.3%	$0.82 -7.9%	$0.89 +71.2%	$0.52 -10.3%	$0.58
Total Assets	$4.96B -4.4%	$5.18B -5.8%	$5.50B +7.8%	$5.10B +1.2%	$5.04B +0.9%	$4.99B
Total Debt	$2.79B -0.0%	$2.79B -3.1%	$2.88B +19.8%	$2.40B +5.7%	$2.28B -1.2%	$2.30B
Operating Cash Flow	$344.5M -0.3%	$345.4M +32.9%	$259.9M -24.8%	$345.8M +21.6%	$284.4M -1.6%	$288.9M

AI Insight: WEN Financial Trends

Revenue and operating income have both declined for four consecutive quarters, while net income hit a multi-period low of $23M in Q1 2026.

• Revenue slid from $574M in Q4 2024 to $541M in Q1 2026, a four-quarter consecutive decline.

• Operating income fell sharply from $104M in Q2 2025 to $64M in Q4 2025, recovering only slightly to $65M in Q1 2026.

• Net income dropped from $55M in Q2 2025 to $23M in Q1 2026, the weakest reading in the entire eight-quarter dataset.

• Equity eroded dramatically from $274M in Q2 2024 to $116M in Q1 2026, compressing the balance sheet cushion.

⚠ Total debt spiked to $3,149M in Q3 2025 before retreating to $2,784M — monitor whether deleveraging continues.

⚠ Operating cash flow of $59M in Q1 2026 is near the dataset low of $45M; sustained weakness would pressure debt service.

⚠ Equity near $116M against ~$2,784M in debt leaves minimal buffer; any further equity erosion raises solvency concerns.

AI Insight: WEN Ratio Trends

Wendy's operating margin collapsed to 12.0% in Q1 2026 — the lowest in the dataset — while D/E has more than doubled since Q2 2024.

• Operating margin fell sharply from 18.6% in Q2 2025 to 12.0% in Q1 2026, erasing all prior-year gains.

• Net profit margin contracted from 9.8% in Q2 2025 to 4.2% in Q1 2026, the weakest reading in the dataset.

• ROIC dropped from 14.3% in Q2 2025 to 8.9% in Q1 2026, a 540bp decline in three quarters.

• D/E ratio surged from 10.05 in Q2 2024 to 24.10 in Q1 2026, signaling significant balance sheet deterioration.

⚠ D/E spiked from 10.57 in Q3 2024 to 28.84 in Q3 2025 before settling at 24.10 — leverage remains structurally elevated.

⚠ ROA fell to 1.8% in Q1 2026 from 4.5% in Q2 2025 — monitor whether asset productivity recovers in coming quarters.

⚠ Q2 2025 margin spike (OpMargin 18.6%, NPM 9.8%) looks like a one-quarter outlier; underlying trend is clearly deteriorating.

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Available Research

13F Pro tracks comprehensive data for Wendy's Co including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WEN

TRIAN FUND MANAGEMENT, L.P.
$211.6M30,446,022 sh
BlackRock, Inc.
$151.1M21,738,649 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$64.4M9,261,801 sh
MORGAN STANLEY
$52.8M7,591,054 sh
WELLS FARGO & COMPANY/MN
$48.0M6,912,786 sh
VANGUARD CAPITAL MANAGEMENT LLC
$47.4M6,823,437 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$45.2M6,497,923 sh
HARRIS ASSOCIATES L P
$41.2M5,929,801 sh
STATE STREET CORP
$38.0M5,465,922 sh
BANK OF AMERICA CORP /DE/
$31.2M4,493,752 sh

Fund	Value	Shares
TRIAN FUND MANAGEMENT, L.P.	$211.6M	30,446,022
BlackRock, Inc.	$151.1M	21,738,649
VANGUARD PORTFOLIO MANAGEMENT LLC	$64.4M	9,261,801
MORGAN STANLEY	$52.8M	7,591,054
WELLS FARGO & COMPANY/MN	$48.0M	6,912,786
VANGUARD CAPITAL MANAGEMENT LLC	$47.4M	6,823,437
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$45.2M	6,497,923
HARRIS ASSOCIATES L P	$41.2M	5,929,801
STATE STREET CORP	$38.0M	5,465,922
BANK OF AMERICA CORP /DE/	$31.2M	4,493,752

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Is WEN a good stock to buy?

13F Pro's AI-powered analysis of Wendy's Co (WEN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WEN are available on the WEN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own WEN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WEN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Wendy's Co's investment landscape.