Welcome to our dedicated page for Wendys Co SEC filings (Ticker: WEN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Wendy's Company files SEC reports that document its quick-service restaurant system, Nasdaq-listed common stock, operating results, governance matters, and capital structure. Its 8-K filings cover quarterly and annual results, Regulation FD disclosures, material agreements, shareholder voting matters, and other company events tied to franchise operations, restaurant sales, royalties, fees, and advertising funds.
WEN filings also include proxy materials covering board and shareholder governance, ownership-related disclosures such as Schedule 13D amendments, and financing records for subsidiary-issued securitized notes. Those financing disclosures describe collateral tied to franchise-related agreements, real estate assets, and intellectual property and license agreements within the Wendy's system.
CARUSO-CABRERA MICHELLE reported acquisition or exercise transactions in this Form 4 filing.
Wendy's Co director Michelle Caruso-Cabrera received a grant of 20,967 shares of Common Stock as compensation. The shares were awarded at a stated price of $0.00 per share, indicating a non-cash equity award. After this grant, her direct holdings increased to 51,663 common shares.
MAY PETER W reported acquisition or exercise transactions in this Form 4 filing.
Wendy's Co director and ten percent owner Peter W. May reported a stock grant. He received an award of 20,967 shares of common stock at no cost, bringing his direct holdings to 5,563,014 shares.
The filing also lists 14,943,466 shares of Wendy's Co common stock held indirectly "By Trian Partners." Footnotes explain that Trian Fund Management, L.P. determines investment and voting decisions for various Trian funds and that Mr. May, as a founding partner and related entity member, may be deemed to indirectly beneficially own these shares but disclaims beneficial ownership except to the extent of his pecuniary interest.
The Wendy’s Company reported the results of its 2026 Annual Meeting of Stockholders. Stockholders approved an amendment to the 2020 Omnibus Award Plan, adding 21,000,000 shares of common stock available for equity awards. All eight director nominees were elected with solid majority support.
Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for 2026 and approved an advisory resolution on executive compensation. In addition, a stockholder proposal to restrict the use of “blank-check” preferred stock was approved, reflecting support for tighter limits on future preferred stock authorization.
The Wendy’s Company is appointing Robert D. “Bob” Wright as President and Chief Executive Officer, effective May 21, 2026, and adding him to its Board. Interim CEO Kenneth Cook will return full-time to his role as Chief Financial Officer.
Wright’s employment letter sets his annual base salary at $1 million, with a target annual bonus equal to 175% of salary, ranging from zero to 200% of target based on performance. For 2026, he will receive long-term equity awards with target grant date fair values of $3.1 million in performance share units, $900,000 in restricted stock units, and $1.5 million in stock options, plus eligibility for executive benefit plans and severance under the existing executive severance policy.
The Wendy's Company amends a Schedule 13G reporting institutional ownership by Harris Associates. The amendment lists 5,929,801 shares beneficially owned with 5,919,770 shares of sole voting power and 5,929,801 shares of sole dispositive power as of 03/31/2026. The filing reports this position represents 3.1% of the class and is signed by Joseph J. Allessie on 05/15/2026.
Wendy's Co ownership update: AQR Capital Management, LLC and AQR Capital Management Holdings, LLC report beneficial ownership of 3,113,100 shares of Common Stock, representing 1.64% of the class.
The filing is an amendment (Schedule 13G/A) signed 05/14/2026 and states shared voting and dispositive power over those 3,113,100 shares (no sole voting or dispositive power reported). The exhibit notes AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
The Wendy’s Company reported softer results for the first quarter of 2026. Revenue rose to $540.6 million from $523.5 million, helped by acquired franchise restaurants, higher franchise fees and more advertising revenue. However, global same-restaurant sales fell 6.8%, with U.S. same-restaurant sales down 7.8%, as traffic declined despite higher average check.
Operating profit dropped to $64.9 million from $83.1 million, and income before income taxes fell 37.8% to $34.2 million. Net income declined to $22.7 million, or $0.12 per diluted share, compared with $39.2 million, or $0.19 per share, a year earlier. Company-operated restaurant margin contracted to 10.8%, mainly from higher labor and commodity costs and lower traffic.
Global systemwide sales were $3.22 billion, down 5.5% on a constant currency basis, while international systemwide sales grew 6.0% on the same basis. Digital sales increased to about 23.6% of global systemwide sales, and the system ended the quarter with 7,251 restaurants, a net decrease of 146 units.
The Wendy’s Company reported mixed first quarter 2026 results. Total revenues rose to $540.6 million, up 3.3%, but profitability weakened. Operating profit fell to $64.9 million, net income dropped to $22.7 million and diluted earnings per share declined to $0.12, with adjusted EBITDA down to $111.3 million.
Global systemwide sales slipped as U.S. same-restaurant sales fell 7.8% and U.S. systemwide sales declined 7.3%, partly offset by international systemwide sales growth of 6.0%. Free cash flow decreased to $36.5 million from $68.0 million.
Management highlighted early-stage turnaround efforts, including a new Biggie platform, upgraded premium hamburgers and new chicken sandwiches, along with operational initiatives aimed at improving order accuracy and customer satisfaction. International expansion remains a key growth driver; the company announced a new franchise agreement to develop up to 1,000 restaurants across China over the next 10 years.
For 2026, Wendy’s continues to expect global systemwide sales to be approximately flat, adjusted EBITDA of $460–$480 million, adjusted earnings per share of $0.56–$0.60 and free cash flow of $190–$205 million. The company declared a quarterly dividend of $0.14 per share, payable on June 15, 2026, and ended with approximately $35.0 million remaining under its share repurchase authorization.
BlackRock, Inc. filed Amendment No. 5 to Schedule 13G/A reporting beneficial ownership of 19,753,790 shares of Wendy's Co. common stock, equal to 10.4% of the class. The filing lists sole voting power of 19,332,195 shares and sole dispositive power of 19,753,790. The schedule includes a standard Item 6 disclosure about multiple beneficial owners and is signed by Spencer Fleming on 04/24/2026.
MAY PETER W reported acquisition or exercise transactions in this Form 4 filing.
Wendy's Co director and large shareholder Peter W. May received 4,166 shares of common stock as an equity award. The shares were issued under the company’s 2020 Omnibus Award Plan instead of paying his quarterly Board and committee retainers in cash, using a price based on a 20‑day average.
After this grant, Mr. May directly holds 5,542,047 Wendy’s shares. The filing also shows 14,943,466 additional shares held indirectly through Trian Partners entities, where he may be deemed to share investment and voting power, subject to stated beneficial ownership disclaimers.