Recent discussions on X about Wendy's (WEN) have centered around the company’s latest earnings report and revised profit outlook, sparking a flurry of reactions. Posts on the platform highlight a mix of acknowledgment for beating earnings expectations and concern over lowered guidance for fiscal year 2025, with some pointing to weakening U.S. sales as a sign of broader economic pressures. The fast-food chain’s stock, already trending toward a five-year low, has drawn sharp scrutiny as users debate the implications of these financial updates.
Adding to the conversation, Wendy's announcement of global expansion plans, including new restaurants in Italy and Armenia, has garnered some attention on X, though it appears overshadowed by domestic performance concerns. A few users have questioned whether strategic moves like leadership changes and international growth can offset the current challenges in the U.S. market. The tone of these discussions reflects a critical eye on whether the company can navigate these turbulent times.
Note: This discussion summary was generated from an AI condensation of post data.
Wendy's Insider Trading Activity
Wendy's insiders have traded $WEN stock on the open market 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WEN stock by insiders over the last 6 months:
- ABIGAIL E. PRINGLE (President, U.S.) sold 136,819 shares for an estimated $1,752,172
- LINDSAY J. RADKOSKI (CMO, U.S.) purchased 5,050 shares for an estimated $58,984
- MATTHEW COLEY O'BRIEN (Chief People Officer) purchased 1,750 shares for an estimated $20,300
- KENNETH M. COOK (Chief Financial Officer) purchased 1,500 shares for an estimated $17,025
- JOHN MIN (Chief Legal Ofcr & Secretary) purchased 1,000 shares for an estimated $11,980
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Wendy's Hedge Fund Activity
We have seen 228 institutional investors add shares of Wendy's stock to their portfolio, and 216 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SQUAREPOINT OPS LLC removed 4,976,780 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $72,810,291
- 1832 ASSET MANAGEMENT L.P. removed 3,464,600 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $50,687,098
- POINT72 ASSET MANAGEMENT, L.P. added 3,049,258 shares (+103.0%) to their portfolio in Q1 2025, for an estimated $44,610,644
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,901,723 shares (+155.4%) to their portfolio in Q1 2025, for an estimated $27,822,207
- MILLENNIUM MANAGEMENT LLC added 1,756,929 shares (+85.0%) to their portfolio in Q1 2025, for an estimated $25,703,871
- BANK OF AMERICA CORP /DE/ added 1,551,346 shares (+311.2%) to their portfolio in Q1 2025, for an estimated $22,696,191
- NORTHERN TRUST CORP added 1,411,912 shares (+89.6%) to their portfolio in Q1 2025, for an estimated $20,656,272
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Wendy's Analyst Ratings
Wall Street analysts have issued reports on $WEN in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 07/18/2025
- Loop Capital issued a "Buy" rating on 07/16/2025
- Truist Securities issued a "Buy" rating on 07/09/2025
- JP Morgan issued a "Overweight" rating on 05/05/2025
- Morgan Stanley issued a "Underweight" rating on 05/05/2025
To track analyst ratings and price targets for Wendy's, check out Quiver Quantitative's $WEN forecast page.
Wendy's Price Targets
Multiple analysts have issued price targets for $WEN recently. We have seen 15 analysts offer price targets for $WEN in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- Andrew M. Charles from TD Cowen set a target price of $11.0 on 08/08/2025
- Dennis Geiger from UBS set a target price of $11.0 on 07/30/2025
- Jon Tower from Citigroup set a target price of $11.5 on 07/28/2025
- Jim Salera from Stephens & Co. set a target price of $13.0 on 07/22/2025
- Gregory Francfort from B of A Securities set a target price of $11.0 on 07/18/2025
- Alton Stump from Loop Capital set a target price of $16.0 on 07/16/2025
- John Glass from Morgan Stanley set a target price of $11.0 on 07/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
