The Wendy's Company (WEN) is up 6.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to the market digesting Wendy’s latest quarterly results and 2026 outlook. Even though same-restaurant sales trends and forward guidance were weak, the shares may be bouncing after an initial selloff as investors focus on the earnings/revenue beat and shareholder-return signals.
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Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
Wendy's Insider Trading Activity
Wendy's insiders have traded $WEN stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $WEN stock by insiders over the last 6 months:
- JOHN MIN (Chief Legal Ofcr & Secretary) purchased 1,700 shares for an estimated $13,906
- PETER J. JR SUERKEN (President, U.S.) purchased 500 shares for an estimated $3,940
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Wendy's Hedge Fund Activity
We have seen 217 institutional investors add shares of Wendy's stock to their portfolio, and 238 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC removed 5,365,194 shares (-38.8%) from their portfolio in Q3 2025, for an estimated $49,145,177
- POINT72 ASSET MANAGEMENT, L.P. removed 4,763,749 shares (-61.9%) from their portfolio in Q3 2025, for an estimated $43,635,940
- MARSHALL WACE, LLP added 4,029,742 shares (+inf%) to their portfolio in Q3 2025, for an estimated $36,912,436
- JANUS HENDERSON GROUP PLC removed 3,084,817 shares (-93.9%) from their portfolio in Q3 2025, for an estimated $28,256,923
- WELLS FARGO & COMPANY/MN added 2,966,517 shares (+235.8%) to their portfolio in Q4 2025, for an estimated $24,711,086
- JANE STREET GROUP, LLC added 2,223,294 shares (+236.6%) to their portfolio in Q4 2025, for an estimated $18,520,039
- MILLENNIUM MANAGEMENT LLC removed 1,929,434 shares (-49.1%) from their portfolio in Q3 2025, for an estimated $17,673,615
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 1 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Underperform" rating on 01/09/2026
- Truist Securities issued a "Buy" rating on 01/08/2026
- Northcoast Research issued a "Sell" rating on 09/25/2025
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 14 analysts offer price targets for $WEN in the last 6 months, with a median target of $9.0.
Here are some recent targets:
- Jon Tower from Citigroup set a target price of $8.0 on 02/03/2026
- John Glass from Morgan Stanley set a target price of $8.0 on 01/20/2026
- Nick Setyan from Mizuho set a target price of $7.0 on 01/09/2026
- David Palmer from Evercore ISI Group set a target price of $9.0 on 01/08/2026
- Jake Bartlett from Truist Securities set a target price of $11.0 on 01/08/2026
- Dennis Geiger from UBS set a target price of $8.5 on 01/06/2026
- Christine Cho from Goldman Sachs set a target price of $8.0 on 12/17/2025
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.
