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The Wendy's Company (WEN)

USD7.50 -0.05 (-0.66%)
US NASDAQ S&P 500 Consumer Cyclical Restaurants
Address One Dave Thomas Boulevard 43017
Dublin, OH, US
CEO Kenneth Cook
Website wendys.com
IPO 1980-05-06
CIK 30697 ISIN US95058W1009

Explore sections of this company profile

Description

The Wendy's Company, together with its subsidiaries, engages in the operation, development, and franchising of a system of quick-service restaurants in the United States and internationally. The company operates through the Wendy’s U.S., Wendy’s International, and Global Real Estate & Development segments. Its restaurants offer a menu that includes hamburger sandwiches and chicken sandwiches; chicken tenders and nuggets, chili, french fries, baked potatoes, salads, soft drinks, Frosty desserts, and kids’ meals; breakfast menu, including the Breakfast Baconator sandwich and seasoned products; and a variety of promotional products on a limited time basis. The company also owns and leases real estate properties. As of December 28, 2025, there were 5,969 Wendy’s restaurants in operation in the United States and 1,428 Wendy’s restaurants in operation in 38 foreign countries and U.S. territories. The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy’s Company in July 2011. The Wendy's Company was founded in 1969 and is headquartered in Dublin, Ohio.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Triarc 1997-10-22 View
Ohio TRY 2008-06-02 View

Index membership

IndexAddedRemovedStatus
S&P 500 1982-03-04 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD7.50 -0.05 (-0.66%)
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Volume Profile
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Liquidity & share structure
Average Volume
17M
Beta
0.39
Float Shares
145.46M
Free Float %
76.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-7.40% +1.96% -1.89% -7.02% -22.57% -18.85% -45.04% -71.16% -69.93% -35.31% +1,270.42%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (51 ratings, all time) Hold
Price Targets & DCF
Current price
7.50
Low 6.00 -20.0%
Consensus 7.64 +1.9%
Median 8.00 +6.7%
High 10.00 +33.3%
DCF (Unlevered) 233.45 +3,012.7%
DCF (Levered) 138.20 +1,742.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 11% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 19 -1
Sell 4 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
6.00
-20.0%
Last Quarter 11
7.68
+2.4%
Last Year 29
8.91
+18.8%
All Time 82
17.94
+139.2%
Quality scores
Altman Z-Score
0.99
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Restaurants: +7.4%
    -3.1% Q1'26: +3.3% (vs Q1'25)
  • EPS growth Restaurants: +14.8%
    -10.5% Q1'26: +26.3% (vs Q1'25)
  • FCF margin FCF growth · Restaurants: +21.6%
    +8.4% Q1'26: +8.8% (vs Q1'25)
  • EBIT margin Restaurants: +6.1%
    +16.3% Q1'26: +11.2% (vs Q1'25)
  • ROIC Restaurants: +6.2%
    +6.5% Q1'26: +6.4% (vs Q1'25)
  • Share dilution Restaurants: +0.0%
    -5.6% Q1'26: -5.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×
    7.90× Q1'26: 25.33× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.35) × ERP
WACC = 25% × Ke + 75% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 233.45 Current price: 7.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2007
actual
Dec 2012
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
16 Rev. Ana.
15 EPS Ana.
Dec 2027
15 Rev. Ana.
15 EPS Ana.
Dec 2028
9 Rev. Ana.
3 EPS Ana.
Dec 2029
8 Rev. Ana.
1 EPS Ana.
Dec 2030
4 Rev. Ana.
1 EPS Ana.
Revenue
1.26B
est: 2.68B (-52.8%)
2.43B
est: 4.07B (-40.3%)
2.51B
est: 4.07B (-38.5%)
2.42B
est: 2.06B (+17.8%)
2.00B
est: 1.97B (+1.4%)
1.87B
est.
1.87B
est: 1.43B (+30.4%)
1.44B
est: 1.23B (+17.0%)
1.22B
est: 1.23B (-0.3%)
1.59B
est: 1.59B (-0.1%)
1.71B
est: 1.71B (+0.1%)
1.74B
est.
1.73B
est: 1.88B (-8.0%)
1.90B
est: 2.10B (-9.5%)
2.18B
est: 2.20B (-0.7%)
2.10B
est: 2.20B (-4.6%)
2.25B
est: 2.23B (+0.6%)
2.18B
est: 2.17B (+0.4%)
2.21B
2.17B – 2.33B
+2.1% YoY
2.23B
2.16B – 2.38B
+0.6% YoY
2.30B
2.30B – 2.30B
+3.2% YoY
2.59B
2.53B – 2.72B
+12.7% YoY
2.45B
2.39B – 2.57B
-5.5% YoY
EBITDA
171.59M
est: -53.30M (+421.9%)
283.85M
est: 279.14M (+1.7%)
239.65M
est: 279.14M (-14.1%)
332.46M
est: 255.02M (+30.4%)
404.39M
est: 388.14M (+4.2%)
464.77M
est.
473.93M
est: 421.08M (+12.5%)
440.80M
est: 347.45M (+26.9%)
344.77M
est: 347.45M (-0.8%)
823.41M
est: 749.07M (+9.9%)
419.15M
est: 375.86M (+11.5%)
426.21M
est.
403.31M
est: 356.30M (+13.2%)
475.30M
est: 379.35M (+25.3%)
552.05M
est: 540.68M (+2.1%)
501.63M
est: 540.68M (-7.2%)
554.23M
est: 549.69M (+0.8%)
524.58M
est: 533.89M (-1.7%)
545.07M
535.29M – 574.40M
+2.1% YoY
548.40M
531.42M – 584.80M
+0.6% YoY
566.11M
566.11M – 566.11M
+3.2% YoY
638.18M
623.55M – 668.58M
+12.7% YoY
602.93M
589.11M – 631.66M
-5.5% YoY
EBIT
105.32M
est: -241.67M (+143.6%)
138.55M
est: 138.81M (-0.2%)
85.48M
est: 138.81M (-38.4%)
132.24M
est: 100.79M (+31.2%)
244.53M
est: 232.84M (+5.0%)
267.95M
est.
320.20M
est: 300.74M (+6.5%)
316.49M
est: 218.61M (+44.8%)
219.08M
est: 218.61M (+0.2%)
694.53M
est: 239.93M (+189.5%)
287.45M
est: 229.80M (+25.1%)
263.46M
est.
270.53M
est: 269.47M (+0.4%)
349.76M
est: 236.31M (+48.0%)
403.48M
est: 387.84M (+4.0%)
365.82M
est: 387.84M (-5.7%)
396.29M
est: 394.30M (+0.5%)
353.71M
est: 382.97M (-7.6%)
390.99M
383.98M – 412.03M
+2.1% YoY
393.38M
381.20M – 419.49M
+0.6% YoY
406.09M
406.09M – 406.09M
+3.2% YoY
457.78M
447.29M – 479.59M
+12.7% YoY
432.50M
422.59M – 453.10M
-5.5% YoY
Net Income
16.08M
est: -89.91M (+117.9%)
9.88M
est: 4.41M (+123.8%)
7.08M
est: 4.41M (+60.5%)
45.49M
est: 34.71M (+31.0%)
121.43M
est: 111.13M (+9.3%)
151.35M
est.
161.14M
est: 123.04M (+31.0%)
129.62M
est: 195.08M (-33.6%)
194.03M
est: 195.08M (-0.5%)
460.12M
est: 408.41M (+12.7%)
136.94M
est: 120.37M (+13.8%)
114.49M
est.
117.83M
est: 149.69M (-21.3%)
200.39M
est: 137.93M (+45.3%)
204.44M
est: 192.71M (+6.1%)
177.37M
est: 192.71M (-8.0%)
194.36M
est: 192.06M (+1.2%)
165.08M
est: 168.96M (-2.3%)
110.27M
107.86M – 117.67M
-34.7% YoY
127.23M
110.95M – 145.24M
+15.4% YoY
149.82M
111.83M – 161.54M
+17.8% YoY
195.00M
189.19M – 207.08M
+30.2% YoY
186.27M
180.72M – 197.81M
-4.5% YoY
SGA
284.65M
est: 707.27M (-59.8%)
292.39M
est: 337.75M (-13.4%)
287.81M
est: 337.75M (-14.8%)
291.54M
est: 226.21M (+28.9%)
260.73M
est: 253.34M (+2.9%)
237.31M
est.
256.55M
est: 234.97M (+9.2%)
236.79M
est: 207.38M (+14.2%)
203.59M
est: 207.38M (-1.8%)
217.49M
est: 207.63M (+4.7%)
200.21M
est: 182.68M (+9.6%)
203.99M
est.
206.88M
est: 187.23M (+10.5%)
81.40M
est: 225.00M (-63.8%)
249.96M
est: 223.55M (+11.8%)
254.98M
est: 223.55M (+14.1%)
255.21M
est: 227.28M (+12.3%)
252.68M
est: 220.74M (+14.5%)
225.37M
221.33M – 237.50M
+2.1% YoY
226.75M
219.72M – 241.80M
+0.6% YoY
234.07M
234.07M – 234.07M
+3.2% YoY
263.87M
257.82M – 276.44M
+12.7% YoY
249.29M
243.58M – 261.17M
-5.5% YoY
EPS
0.16
est: -0.30 (+154.2%)
0.05
est: 0.20 (-76.4%)
0.02
est: 0.20 (-90.1%)
0.12
est: 0.18 (-33.3%)
0.33
est: 0.35 (-4.3%)
0.33
est.
0.50
est: 0.41 (+22.1%)
0.49
est: 0.44 (+12.1%)
0.79
est: 0.44 (+80.7%)
1.93
est: 0.57 (+238.1%)
0.60
est: 0.60 (+0.4%)
0.57
est.
0.53
est: 0.81 (-34.7%)
0.91
est: 0.85 (+6.8%)
0.98
est: 0.98 (+0.3%)
0.83
est: 0.98 (-15.1%)
0.95
est: 1.00 (-4.6%)
0.85
est: 0.87 (-2.4%)
0.58
0.56 – 0.61
-33.8% YoY
0.64
0.57 – 0.75
+11.9% YoY
0.72
0.58 – 0.83
+12.1% YoY
1.01
0.98 – 1.07
+39.1% YoY
0.96
0.93 – 1.02
-4.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 Citigroup Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-05-06 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-05-05 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-05-04 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-30 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-29 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 4/5 1/5 4/5 1/5
2026-04-17 A- 4/5 4/5 5/5 5/5 1/5 4/5 1/5
2026-04-16 A- 4/5 4/5 5/5 5/5 1/5 4/5 1/5
2026-04-15 A- 4/5 4/5 5/5 5/5 1/5 4/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
176.30M
OE per share TTM
0.90
Owner's Yield
12.69%
Maintenance CapEx ratio
255.68%
Maint CapEx / Avg PPE
95.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
159
Total invested
77.82M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Nelson Peltz 42.45M 18.41% 42.45M 9.92M 10.00 IN United States 2019-08-16
2 Peter W. May 42.24M 18.32% 42.24M 5.44M 10.00 IN United States 2019-08-16
3 Edward P. Garden 26.87M 11.65% 240.4K 26.63M 240.4K 10.00 IN United States 2019-08-16
4 Trian Fund Management GP, LLC 26.63M 11.55% 26.63M 10.00 OO Delaware 2019-08-16
5 Trian Fund Management, L.P. 26.63M 11.55% 26.63M 10.00 PN Delaware 2019-08-16
6 (1) BlackRock, Inc. 18.49M 8.20% 17.06M 18.49M HC Delaware 2021-02-01
7 The Vanguard Group - 23-1945930 17.52M 7.94% 106.9K 17.25M 272.2K IA 2022-02-10
8 (1)Names of reporting persons. BlackRock, Inc. 15.75M 7.10% 14.92M 15.75M HC Delaware 2022-02-01
9 Trian Partners Master Fund, L.P. 13.58M 5.89% 13.58M 10.00 PN Cayman Islands 2019-08-16
10 04-2747644 11.58M 5.20% 11.41M 11.58M IA Delaware 2022-02-02
11 Trian Partners, L.P. 8.12M 3.52% 8.12M 10.00 PN Delaware 2019-08-16
12 Eminence Capital, LP 8.01M 3.40% 8.01M IA Delaware 2019-02-14
13 Ricky C. Sandler 8.01M 3.40% 8.01M IN United States 2019-02-14
14 Eminence GP, LLC 5.38M 2.30% 5.38M OO Delaware 2019-02-14
15 Trian Partners Strategic Fund-K, L.P. 1.62M 0.70% 1.62M 10.00 PN Delaware 2019-08-16
16 Trian Partners Strategic Fund-C, Ltd. 1.30M 0.56% 1.30M 10.00 OO Delaware 2019-08-16
17 Trian Partners Parallel Fund I, L.P. 1.17M 0.51% 1.17M 10.00 PN Delaware 2019-08-16
18 Trian Partners Strategic Fund G-II, L.P. 663.2K 0.29% 663.2K 10.00 PN Delaware 2019-08-16
19 Matthew Peltz 380.2K 0.16% 52.4K 327.8K 52.4K 10.00 IN United States 2019-08-16
20 Trian Partners Strategic Fund G-III, L.P. 162.1K 0.07% 162.1K 10.00 PN Delaware 2019-08-16
21 Trian Partners GP, L.P. 12.8K 0.01% 12.8K 10.00 PN Delaware 2019-08-16
22 Trian Partners General Partner, LLC 12.8K 0.01% 12.8K 10.00 OO Delaware 2019-08-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
159
-294 vs prev Q
New positions
20
Closed positions
291
Increased
69
Reduced
50
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 TRIAN FUND MANAGEMENT, L.P. 30.44M +3.3K (+0.0%) 253.57M -25.2M (-9.1%) 15.86% +0.002 pp 6.36% -0.424 pp USD11.69 -28.7% 57 qtrs
2 BLACKROCK, INC. 24.91M +797.1K (+3.3%) 207.46M -13.4M (-6.1%) 12.82% +0.265 pp 0.00% 0.000 pp USD15.77 -47.2% 6 qtrs
3 VANGUARD GROUP INC 17.13M -1.5M (-7.8%) 142.73M -27.6M (-16.2%) 8.82% -0.862 pp 0.00% -0.001 pp USD12.75 -34.7% 58 qtrs
4 AQR CAPITAL MANAGEMENT LLC 11.71M +3.2M (+38.1%) 97.51M +20.3M (+26.3%) 6.10% +1.681 pp 0.05% +0.002 pp USD14.21 -41.4% 28 qtrs
5 HARRIS ASSOCIATES L P 9.97M -631.5K (-6.0%) 83.02M -14.1M (-14.5%) 5.13% -0.389 pp 0.10% -0.051 pp USD18.87 -55.9% 17 qtrs
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7.09M +227.0K (+3.3%) 59.08M -3.8M (-6.1%) 3.69% +0.118 pp 0.01% -0.001 pp USD18.04 -53.8% 58 qtrs
7 MORGAN STANLEY 6.55M +357.8K (+5.8%) 54.55M -2.2M (-3.8%) 3.37% +0.147 pp 0.00% 0.000 pp USD13.67 -39.1% 51 qtrs
8 STATE STREET CORP 5.45M +102.1K (+1.9%) 45.37M -3.6M (-7.3%) 2.80% +0.020 pp 0.00% 0.000 pp USD10.61 -21.5% 51 qtrs
9 JANE STREET GROUP, LLC 5.39M +3.2M (+147.5%) 44.91M +25.0M (+125.1%) 2.81% +1.674 pp 0.01% +0.004 pp USD8.90 -6.4% 6 qtrs
10 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 4.29M +11.5K (+0.3%) 35.72M -3.5M (-8.8%) 2.21% -0.020 pp 0.02% -0.004 pp USD14.37 -42.0% 23 qtrs
11 BANK OF AMERICA CORP /DE/ 4.26M +1.3M (+43.3%) 35.46M +8.2M (+30.3%) 2.19% +0.644 pp 0.00% +0.001 pp USD12.56 -33.7% 52 qtrs
12 WELLS FARGO & COMPANY/MN 4.22M +3.0M (+235.8%) 35.19M +23.7M (+205.4%) 2.18% +1.520 pp 0.01% +0.004 pp USD8.76 -4.9% 57 qtrs
13 DIMENSIONAL FUND ADVISORS LP 3.95M -327.7K (-7.7%) 32.87M -6.3M (-16.0%) 2.06% -0.171 pp 0.01% -0.002 pp USD9.44 -11.8% 51 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 3.20M -385.7K (-10.8%) 26.63M -6.2M (-18.8%) 1.65% -0.220 pp 0.00% 0.000 pp USD16.13 -48.4% 58 qtrs
15 MILLENNIUM MANAGEMENT LLC 2.38M +381.1K (+19.1%) 19.83M +1.5M (+8.3%) 1.23% +0.184 pp 0.01% +0.001 pp USD15.42 -46.0% 58 qtrs
16 NORTHERN TRUST CORP 2.27M +60.5K (+2.7%) 18.88M -1.3M (-6.6%) 1.18% +0.032 pp 0.00% 0.000 pp USD12.88 -35.3% 51 qtrs
17 BANK OF NEW YORK MELLON CORP 2.22M +163.8K (+8.0%) 18.46M -339.0K (-1.8%) 1.15% +0.085 pp 0.00% 0.000 pp USD12.32 -32.4% 58 qtrs
18 UBS GROUP AG 2.01M -676.9K (-25.2%) 16.76M -7.9M (-32.0%) 1.04% -0.365 pp 0.00% -0.001 pp USD13.01 -36.0% 45 qtrs
19 FMR LLC 1.83M +311.3K (+20.4%) 15.28M +1.3M (+9.5%) 0.96% +0.162 pp 0.00% +0.000 pp USD9.20 -9.5% 36 qtrs
20 GOTHAM ASSET MANAGEMENT, LLC 1.81M +325.2K (+22.0%) 15.04M +1.5M (+10.9%) 0.93% +0.159 pp 0.05% -0.004 pp USD11.12 -25.1% 21 qtrs
21 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.69M +562.7K (+50.0%) 14.07M +3.8M (+36.4%) 0.88% +0.293 pp 0.04% +0.004 pp USD10.42 -20.1% 4 qtrs
22 POINT72 ASSET MANAGEMENT, L.P. 1.56M -1.4M (-46.7%) 13.03M -13.9M (-51.5%) 0.81% -0.714 pp 0.01% -0.030 pp USD14.87 -44.0% 7 qtrs
23 QUINN OPPORTUNITY PARTNERS LLC 1.47M +250.0K (+20.5%) 12.22M +1.1M (+9.6%) 0.76% +0.121 pp 0.52% -0.274 pp USD9.58 -13.0% 7 qtrs
24 GOLDMAN SACHS GROUP INC 1.32M +561.2K (+74.3%) 10.97M +4.0M (+58.5%) 0.69% +0.292 pp 0.00% +0.001 pp USD13.60 -38.8% 58 qtrs
25 MARSHALL WACE, LLP 1.14M -2.9M (-71.8%) 9.47M -27.4M (-74.3%) 0.59% -1.514 pp 0.01% -0.029 pp USD9.16 -9.1% 2 qtrs
26 INVESCO LTD. 1.08M +199.1K (+22.5%) 9.03M +923.8K (+11.4%) 0.56% +0.097 pp 0.00% +0.000 pp USD13.58 -38.7% 57 qtrs
27 QUANTINNO CAPITAL MANAGEMENT LP 951.7K -321.6K (-25.3%) 7.93M -3.7M (-32.0%) 0.50% -0.168 pp 0.02% -0.016 pp USD9.95 -16.3% 8 qtrs
28 SQUAREPOINT OPS LLC 905.0K -54.0K (-5.6%) 7.54M -1.2M (-14.2%) 0.47% -0.028 pp 0.01% -0.001 pp USD9.16 -9.1% 2 qtrs
29 JANUS HENDERSON GROUP PLC 879.5K +680.6K (+342.2%) 7.33M +5.5M (+302.1%) 0.46% +0.355 pp 0.00% +0.002 pp USD10.29 -19.0% 35 qtrs
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 851.5K +230.7K (+37.1%) 7.09M +1.4M (+24.7%) 0.44% +0.115 pp 0.00% +0.000 pp USD9.93 -16.1% 28 qtrs
31 SOUND INCOME STRATEGIES, LLC 760.1K -27.1K (-3.4%) 6.32M -626.5K (-9.0%) 0.40% -0.014 pp 0.30% -0.081 pp USD13.77 -39.5% 9 qtrs
32 CAPITAL FUND MANAGEMENT S.A. 758.9K +40.5K (+5.6%) 6.32M -258.9K (-3.9%) 0.40% +0.021 pp 0.02% +0.000 pp USD9.96 -16.4% 6 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 750.4K -9.2K (-1.2%) 6.25M -707.0K (-10.2%) 0.39% -0.005 pp 0.00% 0.000 pp USD11.03 -24.5% 58 qtrs
34 CITADEL ADVISORS LLC 743.4K -487.9K (-39.6%) 6.19M -5.1M (-45.1%) 0.38% -0.259 pp 0.00% -0.001 pp USD12.46 -33.1% 36 qtrs
35 COLONY GROUP, LLC 712.1K +647.6K (+1,004.5%) 5.94M +5.4M (+906.6%) 0.37% +0.333 pp 0.01% +0.006 pp USD9.02 -7.6% 6 qtrs
36 SCHONFELD STRATEGIC ADVISORS LLC 697.7K +697.7K (+100.0%) 5.81M +5.8M (+100.0%) 0.36% +0.364 pp 0.03% +0.026 pp USD8.33 +0.0% 29 qtrs
37 TWO SIGMA ADVISERS, LP 672.8K +260.6K (+63.2%) 5.60M +1.8M (+48.4%) 0.35% +0.132 pp 0.01% +0.003 pp USD8.84 -5.8% 2 qtrs
38 FIRST TRUST ADVISORS LP 652.3K +552.8K (+555.6%) 5.43M +4.5M (+496.2%) 0.34% +0.284 pp 0.00% +0.003 pp USD9.68 -13.9% 51 qtrs
39 ADVISORS ASSET MANAGEMENT, INC. 628.0K +115.6K (+22.6%) 5.23M +538.0K (+11.5%) 0.33% +0.060 pp 0.09% +0.008 pp USD13.14 -36.6% 19 qtrs
40 D. E. SHAW & CO., INC. 600.0K +300.0K (+100.0%) 5.00M +2.3M (+81.9%) 0.31% +0.156 pp 0.00% +0.001 pp USD8.74 -4.7% 2 qtrs
41 ALPS ADVISORS INC 599.8K -34.5K (-5.4%) 5.00M -813.6K (-14.0%) 0.31% -0.018 pp 0.03% -0.003 pp USD13.80 -39.6% 6 qtrs
42 WALLEYE CAPITAL LLC 574.2K +462.7K (+415.0%) 4.78M +3.8M (+368.3%) 0.30% +0.241 pp 0.01% +0.011 pp USD9.08 -8.3% 13 qtrs
43 RHUMBLINE ADVISERS 547.4K +24.4K (+4.7%) 4.56M -231.2K (-4.8%) 0.28% +0.009 pp 0.00% 0.000 pp USD13.21 -36.9% 51 qtrs
44 PUBLIC SECTOR PENSION INVESTMENT BOARD 546.7K -70.2K (-11.4%) 4.55M -1.1M (-19.4%) 0.28% -0.040 pp 0.02% -0.005 pp USD9.16 -9.1% 2 qtrs
45 CERITY PARTNERS LLC 537.5K +53.5K (+11.1%) 4.48M +44.4K (+1.0%) 0.28% +0.028 pp 0.01% -0.001 pp USD12.91 -35.5% 8 qtrs
46 DARK FOREST CAPITAL MANAGEMENT LP 536.1K +413.3K (+336.4%) 4.47M +3.3M (+296.9%) 0.28% +0.215 pp 0.20% +0.170 pp USD8.93 -6.7% 5 qtrs
47 CREATIVE PLANNING 520.7K +126.1K (+31.9%) 4.34M +722.7K (+20.0%) 0.27% +0.066 pp 0.00% +0.000 pp USD13.53 -38.4% 57 qtrs
48 ROYAL BANK OF CANADA 498.7K -417.0K (-45.5%) 4.15M -4.2M (-50.5%) 0.26% -0.220 pp 0.00% -0.001 pp USD21.66 -61.5% 51 qtrs
49 UBS ASSET MANAGEMENT AMERICAS INC 492.6K -19.5K (-3.8%) 4.10M -587.4K (-12.5%) 0.26% -0.010 pp 0.00% 0.000 pp USD14.95 -44.3% 58 qtrs
50 IEQ CAPITAL, LLC 470.5K +96.6K (+25.8%) 3.92M +494.0K (+14.4%) 0.25% +0.050 pp 0.01% +0.001 pp USD13.79 -39.6% 6 qtrs
51 HOLOCENE ADVISORS, LP 459.1K -4.9K (-1.0%) 3.82M -425.6K (-10.0%) 0.24% -0.005 pp 0.01% -0.002 pp USD13.26 -37.2% 5 qtrs
52 LEGAL & GENERAL GROUP PLC 444.5K -18.8K (-4.1%) 3.70M -540.9K (-12.7%) 0.23% -0.010 pp 0.00% 0.000 pp USD13.37 -37.7% 58 qtrs
53 FRANKLIN RESOURCES INC 419.2K +301.6K (+256.4%) 3.49M +2.4M (+224.1%) 0.22% +0.157 pp 0.00% +0.001 pp USD10.23 -18.6% 6 qtrs
54 SUMMITTX CAPITAL, L.P. 392.9K +130.0K (+49.4%) 3.27M +864.4K (+35.9%) 0.20% +0.065 pp 0.10% -0.001 pp USD9.57 -13.0% 4 qtrs
55 RUFFER LLP 382.9K +382.9K (+100.0%) 3.19M +3.2M (+100.0%) 0.20% +0.200 pp 0.15% +0.145 pp USD8.33 +0.0% 1 qtrs NEW
56 BESSEMER GROUP INC 379.6K +377.7K (+20,527.9%) 3.16M +3.1M (+18,500.0%) 0.20% +0.197 pp 0.00% +0.005 pp USD8.33 +0.0% 12 qtrs
57 IMC-CHICAGO, LLC 366.4K +87.8K (+31.5%) 3.05M +500.4K (+19.6%) 0.19% +0.044 pp 0.00% +0.000 pp USD11.32 -26.4% 10 qtrs
58 HORIZON KINETICS ASSET MANAGEMENT LLC 359.9K -106.5K (-22.8%) 3.00M -1.3M (-29.8%) 0.19% -0.056 pp 0.04% -0.012 pp USD17.56 -52.6% 28 qtrs
59 DEUTSCHE BANK AG\ 347.9K +321.3K (+1,206.3%) 2.90M +2.7M (+1,087.9%) 0.18% +0.167 pp 0.00% +0.001 pp USD9.06 -8.1% 50 qtrs
60 VERITION FUND MANAGEMENT LLC 346.5K -125.8K (-26.6%) 2.89M -1.4M (-33.3%) 0.18% -0.066 pp 0.01% -0.007 pp USD16.35 -49.1% 16 qtrs
61 VICTORY CAPITAL MANAGEMENT INC 342.9K +13.2K (+4.0%) 2.86M -163.6K (-5.4%) 0.18% +0.005 pp 0.00% 0.000 pp USD16.37 -49.1% 26 qtrs
62 SOVIERO ASSET MANAGEMENT, LP 320.0K +320.0K (+100.0%) 2.67M +2.7M (+100.0%) 0.17% +0.167 pp 1.28% +1.276 pp USD8.33 +0.0% 1 qtrs NEW
63 SWISS NATIONAL BANK 319.4K +3.0K (+0.9%) 2.66M -237.6K (-8.2%) 0.17% +0.002 pp 0.00% 0.000 pp USD11.88 -29.9% 51 qtrs
64 AMERIPRISE FINANCIAL INC 315.1K -7.7K (-2.4%) 2.62M -332.5K (-11.2%) 0.16% -0.004 pp 0.00% 0.000 pp USD15.78 -47.2% 55 qtrs
65 HRT FINANCIAL LP 295.1K +295.1K (+100.0%) 2.46M +2.5M (+100.0%) 0.15% +0.152 pp 0.01% +0.008 pp USD8.33 +0.0% 10 qtrs
66 CENTIVA CAPITAL, LP 283.4K +283.4K (+100.0%) 2.36M +2.4M (+100.0%) 0.15% +0.148 pp 0.02% +0.019 pp USD8.33 +0.0% 1 qtrs NEW
67 AMERICAN CENTURY COMPANIES INC 283.1K -11.4K (-3.9%) 2.36M -339.2K (-12.6%) 0.15% -0.008 pp 0.00% 0.000 pp USD12.39 -32.8% 24 qtrs
68 NUVEEN, LLC 275.5K -475.4K (-63.3%) 2.29M -4.6M (-66.6%) 0.14% -0.249 pp 0.00% -0.001 pp USD13.45 -38.1% 4 qtrs
69 JPMORGAN CHASE & CO 255.5K +25.6K (+11.1%) 2.13M +22.5K (+1.1%) 0.13% +0.013 pp 0.00% +0.000 pp USD18.94 -56.0% 51 qtrs
70 HUDSON BAY CAPITAL MANAGEMENT LP 250.0K +250.0K (+100.0%) 2.08M +2.1M (+100.0%) 0.13% +0.129 pp 0.01% +0.007 pp USD8.33 +0.0% 1 qtrs NEW
71 CWM, LLC 232.4K -7.7K (-3.2%) 1.94M -264.0K (-12.0%) 0.12% -0.005 pp 0.01% -0.001 pp USD16.06 -48.1% 17 qtrs
72 CRAWFORD FUND MANAGEMENT, LLC 230.0K -9.0K (-3.8%) 1.92M -273.3K (-12.5%) 0.12% -0.006 pp 0.25% -0.098 pp USD9.16 -9.1% 2 qtrs
73 BRIDGEFRONT CAPITAL, LLC 220.4K +210.1K (+2,042.8%) 1.84M +1.7M (+1,848.6%) 0.11% +0.108 pp 0.46% +0.434 pp USD8.47 -1.7% 3 qtrs
74 GUGGENHEIM CAPITAL LLC 217.3K +8.6K (+4.1%) 1.81M -101.8K (-5.3%) 0.11% +0.003 pp 0.01% -0.001 pp USD16.52 -49.6% 58 qtrs
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.5K +44.3K (+26.7%) 1.78M +262.8K (+17.4%) 0.11% +0.023 pp 0.00% +0.000 pp USD14.37 -42.0% 10 qtrs
76 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 202.4K -1.6K (-0.8%) 1.69M -182.0K (-9.7%) 0.11% -0.001 pp 0.00% 0.000 pp USD8.25 +1.0% 51 qtrs
77 POLAR ASSET MANAGEMENT PARTNERS INC. 200.0K +200.0K (+100.0%) 1.67M +1.7M (+100.0%) 0.10% +0.103 pp 0.02% +0.021 pp USD8.33 +0.0% 1 qtrs NEW
78 WALLEYE TRADING LLC 197.9K +93.7K (+89.9%) 1.65M +694.0K (+72.7%) 0.10% +0.049 pp 0.00% +0.001 pp USD8.88 -6.2% 48 qtrs
79 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 196.6K -23.8K (-10.8%) 1.64M -381.3K (-18.9%) 0.10% -0.012 pp 0.00% -0.001 pp USD9.45 -11.9% 51 qtrs
80 BANK OF NOVA SCOTIA 190.1K +149.2K (+363.8%) 1.58M +1.2M (+321.9%) 0.10% +0.077 pp 0.00% +0.002 pp USD9.52 -12.5% 11 qtrs
81 LPL FINANCIAL LLC 183.6K -2.1K (-1.1%) 1.53M -171.9K (-10.1%) 0.10% -0.001 pp 0.00% 0.000 pp USD16.71 -50.1% 51 qtrs
82 THRIVENT FINANCIAL FOR LUTHERANS 182.1K +68.0K (+59.6%) 1.52M +472.0K (+45.2%) 0.09% +0.035 pp 0.00% +0.001 pp USD11.28 -26.2% 58 qtrs
83 BREVAN HOWARD CAPITAL MANAGEMENT LP 181.9K -87.6K (-32.5%) 1.52M -953.3K (-38.6%) 0.09% -0.047 pp 0.02% +0.006 pp USD12.51 -33.4% 6 qtrs
84 ATOM INVESTORS LP 177.6K +114.7K (+182.4%) 1.48M +903.2K (+156.8%) 0.09% +0.059 pp 0.12% +0.074 pp USD8.95 -6.9% 3 qtrs
85 SIMPLEX TRADING, LLC 172.5K -46.6K (-21.3%) 1.44M -570.1K (-28.4%) 0.09% -0.025 pp 0.00% 0.000 pp USD9.16 -9.1% 11 qtrs
86 GREAT WEST LIFE ASSURANCE CO /CAN/ 167.6K -1.7K (-1.0%) 1.40M -149.0K (-9.6%) 0.09% -0.002 pp 0.00% +0.000 pp USD18.16 -54.1% 50 qtrs
87 PRICE T ROWE ASSOCIATES INC /MD/ 166.9K +16.8K (+11.2%) 1.39M +15.0K (+1.1%) 0.09% +0.008 pp 0.00% +0.000 pp USD16.90 -50.7% 58 qtrs
88 FEDERATED HERMES, INC. 165.0K -57.6K (-25.9%) 1.37M -664.4K (-32.6%) 0.09% -0.030 pp 0.00% -0.001 pp USD17.56 -52.6% 54 qtrs
89 GROUP ONE TRADING, L.P. 163.7K +6.0K (+3.8%) 1.36M -80.5K (-5.6%) 0.08% +0.002 pp 0.00% 0.000 pp USD12.92 -35.5% 4 qtrs
90 MARINER, LLC 163.5K +51.2K (+45.6%) 1.36M +331.1K (+32.2%) 0.09% +0.027 pp 0.00% +0.000 pp USD12.35 -32.6% 16 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
5.10
Bullish
Ratio by volume
2.16
Bullish
Buys
51
Sells
10
Shares acquired
87.2K
Shares disposed
40.4K
Cash buys
Cash sales
Net activity
+46,802
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-03 Peltz Bradley G. Director A-Award A Common Stock 3,448 7.14 24.6K 24,460 D
2026-04-03 MAY PETER W Director / 10% Owner A-Award A Common Stock 4,166 7.14 29.7K 5,542,047 D
2026-04-03 Dolan Kristin A Director A-Award A Common Stock 1,047 7.14 7.5K 47,755 D
2026-03-16 Wunsch E.J. Officer A-Award A Restricted Stock Units 2,314 0.00 156,258 D
2026-03-16 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 103 0.00 52,565 D
2026-03-16 Suerken Peter J. JR Officer A-Award A Restricted Stock Units 456 0.00 169,051 D
2026-03-16 Spessard Matthew P Officer A-Award A Restricted Stock Units 12 0.00 62,702 D
2026-03-16 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 1,066 0.00 115,203 D
2026-03-16 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 290 0.00 94,647 D
2026-03-16 Min John Officer A-Award A Restricted Stock Units 1,697 0.00 119,957 D
2026-03-16 Esposito Liliana Officer A-Award A Restricted Stock Units 1,218 0.00 81,168 D
2026-03-16 Dolan Kristin A Director A-Award A Restricted Stock Units 291 0.00 14,901 D
2026-03-16 Cook Kenneth M. Officer A-Award A Restricted Stock Units 3,045 0.00 191,810 D
2026-03-16 Arlin Wendy C. Director A-Award A Restricted Stock Units 291 0.00 25,204 D
2026-03-01 O'Brien Matthew Coley Officer M-Exempt A Common Stock 18,598 0.00 112,277 D
2026-02-23 Wunsch E.J. Officer F-InKind D Common Stock 4,141 7.77 32.2K 78,628 D
2026-02-23 Thuerk Suzanne M. Officer A-Award A Common Stock 1,673 0.00 13,195 D
2026-02-23 Spessard Matthew P Officer F-InKind D Common Stock 858 7.77 6.7K 11,748 D
2026-02-23 Radkoski Lindsay J. Officer F-InKind D Common Stock 864 7.77 6.7K 36,948 D
2026-02-23 O'Brien Matthew Coley Officer F-InKind D Common Stock 2,688 7.77 20.9K 93,679 D
2026-02-23 Esposito Liliana Officer F-InKind D Common Stock 2,358 7.77 18.3K 93,049 D
2026-02-20 Spessard Matthew P Officer M-Exempt D Restricted Stock Units 3,481 0.00 62,690 D
2026-01-05 Peltz Bradley G. Director A-Award A Common Stock 2,942 8.37 24.6K 21,012 D
2026-01-05 MAY PETER W Director / 10% Owner A-Award A Common Stock 5,704 8.37 47.7K 5,537,881 D
2026-01-05 Dolan Kristin A Director A-Award A Common Stock 1,564 8.37 13.1K 46,708 D
2025-12-28 Suerken Peter J. JR Officer 0 0.00 0
2025-12-15 Wunsch E.J. Officer A-Award A Restricted Stock Units 1,946 0.00 153,211 D
2025-12-15 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 319 0.00 51,524 D
2025-12-15 Suerken Peter J. JR Officer A-Award A Restricted Stock Units 2,388 0.00 165,370 D
2025-12-15 Spessard Matthew P Officer A-Award A Restricted Stock Units 11 0.00 65,073 D
2025-12-15 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 896 0.00 112,956 D
2025-12-15 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 1,216 0.00 112,816 D
2025-12-15 Min John Officer A-Award A Restricted Stock Units 285 0.00 116,189 D
2025-12-15 Esposito Liliana Officer A-Award A Restricted Stock Units 29 0.00 78,283 D
2025-12-15 Dolan Kristin A Director A-Award A Restricted Stock Units 245 0.00 14,610 D
2025-12-15 Cook Kenneth M. Officer A-Award A Restricted Stock Units 2,561 0.00 188,069 D
2025-12-15 Arlin Wendy C. Director A-Award A Restricted Stock Units 245 0.00 24,712 D
2025-11-20 Suerken Peter J. JR Officer P-Purchase A Common Stock 500 7.88 3.9K 1,204 D
2025-11-19 Min John Officer P-Purchase A Common Stock 1,700 8.18 13.9K 3,005 D
2025-10-01 Peltz Bradley G. Director A-Award A Common Stock 4,844 9.72 47.1K 18,070 D
2025-10-01 MAY PETER W Director / 10% Owner A-Award A Common Stock 3,295 9.72 32.0K 5,532,177 D
2025-10-01 Dolan Kristin A Director A-Award A Common Stock 1,347 9.72 13.1K 45,144 D
2025-09-16 Wunsch E.J. Officer A-Award A Restricted Stock Units 1,651 0.00 150,649 D
2025-09-16 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 272 0.00 50,734 D
2025-09-16 Suerken Peter J. JR Officer A-Award A Restricted Stock Units 325 0.00 162,982 D
2025-09-16 Spessard Matthew P Officer A-Award A Restricted Stock Units 124 0.00 64,438 D
2025-09-16 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 76 0.00 109,704 D
2025-09-16 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 264 0.00 109,592 D
2025-09-16 Min John Officer A-Award A Restricted Stock Units 242 0.00 114,439 D
2025-09-16 Esposito Liliana Officer A-Award A Restricted Stock Units 869 0.00 78,254 D
2025-09-16 Dolan Kristin A Director A-Award A Restricted Stock Units 207 0.00 14,365 D
2025-09-16 Cook Kenneth M. Officer A-Award A Restricted Stock Units 2,172 0.00 184,924 D
2025-09-16 Arlin Wendy C. Director A-Award A Restricted Stock Units 207 0.00 24,298 D
2025-08-15 Radkoski Lindsay J. Officer M-Exempt A Common Stock 2,577 0.00 36,071 D
2025-08-12 Wunsch E.J. Officer A-Award A Restricted Stock Units 112,759 0.00 148,475 D
2025-08-12 Thuerk Suzanne M. Officer M-Exempt A Common Stock 4,053 0.00 12,732 D
2025-08-12 Suerken Peter J. JR Officer A-Award A Employee Stock Option (Right to Buy) 281,169 10.11 2.84M 281,169 D
2025-08-12 Spessard Matthew P Officer A-Award A Restricted Stock Units 42,655 0.00 64,125 D
2025-08-12 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 10,385 0.00 60,113 D
2025-08-12 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 14,094 0.00 38,854 D
2025-08-12 Min John Officer A-Award A Employee Stock Option (Right to Buy) 209,002 10.11 2.11M 209,002 D
2025-08-12 Esposito Liliana Officer A-Award A Employee Stock Option (Right to Buy) 149,957 10.11 1.52M 149,957 D
2025-08-12 Cook Kenneth M. Officer A-Award A Employee Stock Option (Right to Buy) 374,892 10.11 3.79M 374,892 D
2025-08-11 Wunsch E.J. Officer M-Exempt D Restricted Stock Units 2,850 0.00 13,165 D
2025-08-11 Thuerk Suzanne M. Officer M-Exempt D Restricted Stock Units 387 0.00 24,225 D
2025-08-11 Spessard Matthew P Officer M-Exempt A Common Stock 580 0.00 7,972 D
2025-08-11 Radkoski Lindsay J. Officer M-Exempt A Common Stock 580 0.00 30,257 D
2025-08-11 O'Brien Matthew Coley Officer M-Exempt D Restricted Stock Units 1,813 0.00 24,760 D
2025-08-11 Esposito Liliana Officer M-Exempt D Restricted Stock Units 1,617 0.00 5,910 D
2025-08-05 Wunsch E.J. Officer M-Exempt D Restricted Stock Units 5,149 0.00 16,015 D
2025-08-05 Thuerk Suzanne M. Officer M-Exempt A Common Stock 630 0.00 8,597 D
2025-08-05 Spessard Matthew P Officer M-Exempt D Restricted Stock Units 1,106 0.00 13,519 D
2025-08-05 Radkoski Lindsay J. Officer F-InKind D Common Stock 307 9.95 3.1K 29,677 D
2025-08-05 O'Brien Matthew Coley Officer M-Exempt D Restricted Stock Units 2,454 0.00 26,573 D
2025-08-05 Esposito Liliana Officer M-Exempt D Restricted Stock Units 2,137 0.00 7,527 D
2025-07-24 Peltz Bradley G. Director A-Award A Common Stock 13,226 0.00 13,226 D
2025-07-22 Suerken Peter J. JR Officer Common Stock 0 0.00 704 D
2025-07-08 Peltz Bradley G. Director Common Stock 0 0.00 132,397 I
2025-07-01 Peltz Matthew H. Director / 10% Owner A-Award A Common Stock 2,334 11.62 27.1K 132,132 D
2025-07-01 MAY PETER W Director / 10% Owner A-Award A Common Stock 2,229 11.62 25.9K 5,528,882 D
2025-07-01 Dolan Kristin A Director A-Award A Common Stock 1,156 11.62 13.4K 43,797 D
2025-06-16 Wunsch E.J. Officer A-Award A Restricted Stock Units 70 0.00 20,973 D
2025-06-16 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 228 0.00 25,242 D
2025-06-16 Tanner Kirk Director / Officer A-Award A Restricted Stock Units 2,990 0.00 298,886 D
2025-06-16 Spessard Matthew P Officer A-Award A Restricted Stock Units 41 0.00 14,500 D
2025-06-16 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 380 0.00 56,199 D
2025-06-16 Pringle Abigail E. Officer A-Award A Restricted Stock Units 106 0.00 26,880 D
2025-06-16 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 91 0.00 29,027 D
2025-06-16 Min John Officer A-Award A Restricted Stock Units 182 0.00 14,724 D
2025-06-16 Esposito Liliana Officer A-Award A Restricted Stock Units 79 0.00 9,664 D
2025-06-16 Dolan Kristin A Director A-Award A Restricted Stock Units 174 0.00 14,158 D
2025-06-16 Cook Kenneth M. Officer A-Award A Restricted Stock Units 214 0.00 17,346 D
2025-06-16 Arlin Wendy C. Director A-Award A Restricted Stock Units 174 0.00 23,948 D
2025-06-03 Radkoski Lindsay J. Officer P-Purchase A Common Stock 5,050 11.68 59.0K 28,956 D
2025-05-23 Cook Kenneth M. Officer P-Purchase A Common Stock 1,500 11.35 17.0K 1,500 D
2025-05-21 WINKLEBLACK ARTHUR B Director A-Award A Common Stock 20,438 0.00 86,239 D
2025-05-21 Rothschild Peter Director A-Award A Common Stock 13,984 0.00 178,154 D
2025-05-21 Peltz Matthew H. Director / 10% Owner A-Award A Common Stock 13,984 0.00 129,798 D
2025-05-21 O'Brien Matthew Coley Officer P-Purchase A Common Stock 1,750 11.60 20.3K 85,562 D
2025-05-21 Mathews-Spradlin Mich J Director A-Award A Common Stock 13,984 0.00 77,773 D
2025-05-21 MAY PETER W Director / 10% Owner A-Award A Common Stock 13,984 0.00 5,526,653 D
2025-05-21 Gomez Richard H. Director A-Award A Common Stock 13,984 0.00 41,343 D
2025-05-21 Dolan Kristin A Director A-Award A Restricted Stock Units 13,984 0.00 13,984 D
2025-05-21 CARUSO-CABRERA MICHELLE Director A-Award A Common Stock 13,984 0.00 30,696 D
2025-05-21 Arlin Wendy C. Director A-Award A Restricted Stock Units 13,984 0.00 23,653 D
2025-05-13 Pringle Abigail E. Officer G-Gift D Common Stock 25,010 0.00 177,995 D
2025-05-09 Min John Officer P-Purchase A Common Stock 1,000 11.98 12.0K 1,305 D
2025-05-05 Pringle Abigail E. Officer M-Exempt A Common Stock 70,868 10.09 714.9K 339,824 D
2025-04-02 Peltz Matthew H. Director / 10% Owner A-Award A Common Stock 1,789 15.16 27.1K 115,814 D
2025-04-02 MAY PETER W Director / 10% Owner A-Award A Common Stock 2,003 15.16 30.4K 5,512,669 D
2025-04-02 Dolan Kristin A Director A-Award A Common Stock 812 15.16 12.3K 42,641 D
2025-03-26 Wunsch E.J. Officer J-Other D Common Stock 1,385 0.00 64,880 D
2025-03-17 Wunsch E.J. Officer A-Award A Restricted Stock Units 91 0.00 20,658 D
2025-03-17 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 64 0.00 24,594 D
2025-03-17 Tanner Kirk Director / Officer A-Award A Restricted Stock Units 3,848 0.00 294,991 D
2025-03-17 Spessard Matthew P Officer A-Award A Restricted Stock Units 160 0.00 14,444 D
2025-03-17 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 77 0.00 54,689 D
2025-03-17 Pringle Abigail E. Officer A-Award A Restricted Stock Units 136 0.00 26,480 D
2025-03-17 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 58 0.00 28,552 D
2025-03-17 Min John Officer L-Small A Common Stock 5 15.32 75.07 305 D
2025-03-17 GILBERT KENNETH W Director A-Award A Restricted Stock Units 118 0.00 16,877 D
2025-03-17 Esposito Liliana Officer A-Award A Restricted Stock Units 102 0.00 9,545 D
2025-03-17 Cook Kenneth M. Officer A-Award A Restricted Stock Units 276 0.00 17,132 D
2025-03-17 Arlin Wendy C. Director A-Award A Restricted Stock Units 156 0.00 9,669 D
2025-03-04 GILBERT KENNETH W Director S-Sale D Common Stock 3,500 15.14 53.0K 27,804 D
2025-02-22 Tanner Kirk Director / Officer F-InKind D Common Stock 44,567 15.21 677.9K 73,275 D
2025-02-21 Wunsch E.J. Officer F-InKind D Common Stock 2,090 15.21 31.8K 66,265 D
2025-02-21 Spessard Matthew P Officer F-InKind D Common Stock 424 15.21 6.4K 6,608 D
2025-02-21 Pringle Abigail E. Officer F-InKind D Common Stock 2,943 15.21 44.8K 203,005 D
2025-02-21 O'Brien Matthew Coley Officer A-Award A Common Stock 3,489 0.00 85,039 D
2025-02-21 Esposito Liliana Officer F-InKind D Common Stock 1,206 15.21 18.3K 85,775 D
2025-02-20 Spessard Matthew P Officer A-Award A Restricted Stock Units 9,842 0.00 14,212 D
2025-01-03 Peltz Matthew H. Director / 10% Owner A-Award A Common Stock 1,691 17.22 29.1K 114,025 D
2025-01-03 MAY PETER W Director / 10% Owner A-Award A Common Stock 1,880 17.22 32.4K 5,510,666 D
2025-01-03 Dolan Kristin A Director A-Award A Common Stock 702 17.22 12.1K 41,829 D
2024-12-18 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 17,985 0.00 24,530 D
2024-12-16 Wunsch E.J. Officer A-Award A Restricted Stock Units 219 0.00 20,567 D
2024-12-16 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 27 0.00 6,545 D
2024-12-16 Tanner Kirk Director / Officer A-Award A Restricted Stock Units 809 0.00 408,985 D
2024-12-16 Spessard Matthew P Officer A-Award A Restricted Stock Units 47 0.00 4,370 D
2024-12-16 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 69 0.00 53,886 D
2024-12-16 Pringle Abigail E. Officer A-Award A Restricted Stock Units 263 0.00 26,344 D
2024-12-16 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 255 0.00 28,052 D
2024-12-16 Min John Officer A-Award A Restricted Stock Units 208 0.00 14,308 D
2024-12-16 GILBERT KENNETH W Director A-Award A Restricted Stock Units 138 0.00 16,759 D
2024-12-16 Esposito Liliana Officer A-Award A Restricted Stock Units 46 0.00 9,300 D
2024-12-16 Cook Kenneth M. Officer A-Award A Restricted Stock Units 245 0.00 16,856 D
2024-12-16 Arlin Wendy C. Director A-Award A Restricted Stock Units 138 0.00 9,513 D
2024-12-02 Cook Kenneth M. Officer A-Award A Restricted Stock Units 16,611 0.00 16,611 D
2024-11-07 Mathews-Spradlin Mich J Director S-Sale D Common Stock 24,462 20.28 496.1K 63,789 D
2024-11-05 Esposito Liliana Officer S-Sale D Common Stock 52,009 19.63 1.02M 83,492 D
2024-10-03 Peltz Matthew H. Director / 10% Owner A-Award A Common Stock 1,569 17.28 27.1K 112,334 D
2024-10-03 MAY PETER W Director / 10% Owner A-Award A Common Stock 1,757 17.28 30.4K 5,508,786 D
2024-10-03 Dolan Kristin A Director A-Award A Common Stock 813 17.28 14.0K 41,127 D
2024-09-17 Wunsch E.J. Officer A-Award A Restricted Stock Units 76 0.00 20,062
2024-09-17 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 54 0.00 6,415
2024-09-17 Tanner Kirk Director / Officer A-Award A Restricted Stock Units 4,833 0.00 402,261
2024-09-17 Spessard Matthew P Officer A-Award A Restricted Stock Units 16 0.00 4,263
2024-09-17 Radkoski Lindsay J. Officer A-Award A Restricted Stock Units 16 0.00 53,152
2024-09-17 Pringle Abigail E. Officer A-Award A Restricted Stock Units 246 0.00 25,960
2024-09-17 Plosch Gunther Officer A-Award A Restricted Stock Units 240 0.00 26,497
2024-09-17 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 48 0.00 27,700
2024-09-17 GILBERT KENNETH W Director A-Award A Restricted Stock Units 99 0.00 16,385
2024-09-17 Esposito Liliana Officer A-Award A Restricted Stock Units 85 0.00 9,254
2024-09-17 Arlin Wendy C. Director A-Award A Restricted Stock Units 130 0.00 9,375
2024-09-16 Min John Officer A-Award A Restricted Stock Units 14,100 0.00 14,100
2024-09-06 WINKLEBLACK ARTHUR B Director A-Award A Common Stock 3,111 0.00 65,801
2024-08-15 Radkoski Lindsay J. Officer D Employee Stock Option (Right to Buy) 23,730 16.70 396.3K 0
2024-08-13 Thuerk Suzanne M. Officer M-Exempt D Restricted Stock Units 1,556 0.00 6,361
2024-08-13 Spessard Matthew P Officer F-InKind D Common Stock 1,112 17.09 19.0K 5,801
2024-08-11 Wunsch E.J. Officer M-Exempt D Restricted Stock Units 2,691 0.00 19,986
2024-08-11 Thuerk Suzanne M. Officer M-Exempt A Common Stock 364 0.00 6,985
2024-08-11 Spessard Matthew P Officer F-InKind D Common Stock 160 17.12 2.7K 3,093
2024-08-11 Pringle Abigail E. Officer M-Exempt D Restricted Stock Units 4,038 0.00 25,600
2024-08-11 Plosch Gunther Officer M-Exempt A Common Stock 4,529 0.00 168,014
2024-08-11 O'Brien Matthew Coley Officer M-Exempt D Restricted Stock Units 1,711 0.00 27,412
2024-08-11 Esposito Liliana Officer M-Exempt D Restricted Stock Units 1,528 0.00 9,126
2024-08-11 Ajmani Deepak Officer F-InKind D Common Stock 149 17.12 2.6K 20,463
2024-08-08 Peltz Matthew H. Director / 10% Owner S-Sale D Common Stock 1,000,000 17.18 17.18M 14,943,466
2024-08-08 PELTZ NELSON Director / 10% Owner S-Sale D Common Stock 1,000,000 17.18 17.18M 14,943,466
2024-08-08 MAY PETER W Director / 10% Owner S-Sale D Common Stock 1,000,000 17.18 17.18M 14,943,466
2024-08-05 Wunsch E.J. Officer A-Award A Restricted Stock Units 14,595 0.00 22,677
2024-08-05 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 1,796 0.00 8,281
2024-08-05 Tanner Kirk Director / Officer A-Award A Restricted Stock Units 53,892 0.00 397,428
2024-08-05 Spessard Matthew P Officer A-Award A Restricted Stock Units 3,143 0.00 8,615
2024-08-05 Pringle Abigail E. Officer A-Award A Restricted Stock Units 17,514 0.00 29,638
2024-08-05 Plosch Gunther Officer A-Award A Restricted Stock Units 17,065 0.00 30,658
2024-08-05 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 6,961 0.00 29,123
2024-08-05 Esposito Liliana Officer A-Award A Restricted Stock Units 6,062 0.00 10,654
2024-07-03 Peltz Matthew H. Director / 10% Owner A-Award A Common Stock 1,613 16.81 27.1K 110,765
2024-07-03 PELTZ NELSON Director / 10% Owner A-Award A Common Stock 1,308 16.81 22.0K 0
2024-07-03 MAY PETER W Director / 10% Owner A-Award A Common Stock 1,806 16.81 30.4K 5,507,029
2024-07-03 Dolan Kristin A Director A-Award A Common Stock 836 16.81 14.1K 40,314
2024-06-17 Wunsch E.J. Officer A-Award A Restricted Stock Units 120 0.00 8,082
2024-06-17 Thuerk Suzanne M. Officer A-Award A Restricted Stock Units 23 0.00 6,411
2024-06-17 Tanner Kirk Director / Officer A-Award A Restricted Stock Units 5,094 0.00 343,536
2024-06-17 Spessard Matthew P Officer A-Award A Restricted Stock Units 56 0.00 5,448
2024-06-17 Pringle Abigail E. Officer A-Award A Restricted Stock Units 180 0.00 12,124
2024-06-17 Plosch Gunther Officer A-Award A Restricted Stock Units 201 0.00 13,593
2024-06-17 O'Brien Matthew Coley Officer A-Award A Restricted Stock Units 77 0.00 22,162

Executive team

Top executives
EBIT / Employee
23.7K
Shares Outstanding
190.47M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2014 Emil J. Brolick 1.14M 1.80M 2.70M 1.44M 91.7K 7.16M 62.81%
2 2014 Todd A. Penegor (SVP and CFO) 643.8K 1.44M 660.0K 395.0K 30.4K 3.17M 66.26%
3 2014 Robert D. Wright 386.0K 200.0K 1.16M 240.0K 285.0K 30.0K 2.30M 60.84%
4 2014 Craig S. Bahner 471.3K 286.0K 429.0K 257.6K 42.8K 1.49M 48.09%
5 2014 R. Scott Toop (SVP, GC and Secretary) 460.0K 276.0K 414.0K 300.0K 27.2K 1.48M 46.71%
6 2013 Todd A. Penegor (SVP and CFO) 360.6K 250.0K 1.65M 725.0K 87.9K 3.80M 43.46%
7 2013 John N. Peters (SVP – N.A. Operations) 401.3K 600.0K 500.0K 27.0K 1.84M 32.60%
8 2012 R. Scott Toop (SVP, GC and Secretary) 406.4K 200.0K 300.0K 282.0K 72.4K 1.84M 16.30%
9 2012 Craig S. Bahner (CMO) 318.2K 150.0K 278.0K 307.7K 35.2K 1.46M 19.03%
10 2011 Roland C. Smith (Former President and CEO) 1.15M 573.5K 1.53M 1.78M 11.51M 16.54M 19.99%
11 2011 J. David Karam 900.0K 612.8K 534.8K 5.89M 7.94M 14.46%
12 2011 Emil J. Brolick* 338.5K 500.0K 2.18M 973.0K 533.0K 54.8K 4.58M 68.86%
13 2011 Stephen E. Hare (CFO) 637.8K 1.07M 1.54M 534.8K 511.8K 157.7K 4.45M 46.51%
14 2011 Sharron L. Barton (Former SVP and CAO) 295.0K 1.93M 2.22M 0.00%
15 2011 Darrell G. van Ligten* 412.5K 60.0K 265.2K 305.6K 314.4K 28.4K 1.39M 41.18%
16 2011 John D. Barker* 352.5K 60.0K 165.7K 191.0K 279.5K 168.7K 1.22M 29.30%
17 2011 Nils H. Okeson (SVP, GC and Secretary) 500.0K 266.5K 393.7K 27.6K 1.19M 0.00%
18 2010 Roland C. Smith (CEO) 1.15M 1.23M 1.10M 206.7K 4.91M 25.08%
19 2010 Roland C. Smith (Former President and CEO) 1.15M 1.23M 1.22M 1.10M 206.7K 4.91M 49.94%
20 2010 Stephen E. Hare (CFO) 600.0K 364.0K 361.0K 287.7K 32.0K 1.64M 44.08%
21 2010 Sharron L. Barton (Former SVP and CAO) 650.0K 224.0K 222.2K 311.7K 31.2K 1.44M 31.00%
22 2010 Nils H. Okeson (SVP, GC and Secretary) 500.0K 224.0K 222.2K 239.7K 31.4K 1.22M 36.65%
23 2009 Roland C. Smith (CEO) 1.15M 351.9K 1.72M 216.8K 6.30M 0.00%
24 2009 Roland C. Smith (Former President and CEO) 1.15M 351.9K 1.72M 216.8K 3.44M 0.00%
25 2009 J. David Karam 900.0K 288.0K 936.0K 24.1K 2.15M 0.00%
26 2009 Stephen E. Hare (CFO) 600.0K 241.8K 448.2K 34.9K 1.32M 0.00%
27 2009 Stephen E. Hare (CFO) 600.0K 241.8K 448.2K 34.9K 1.32M 0.00%
28 2009 Sharron L. Barton (Former SVP and CAO) 650.0K 99.5K 485.6K 29.6K 1.26M 0.00%
29 2009 Sharron L. Barton (SVP and Chief Admin. Officer) 650.0K 99.5K 485.6K 29.6K 1.26M 0.00%
30 2009 Nils H. Okeson (SVP, GC and Secretary) 500.0K 189.0K 373.5K 25.5K 1.09M 0.00%
31 2008 Roland C. Smith (CEO) 1.00M 500.0K 219.6K 176.9K 80.0K 1.98M 20.06%
32 2008 Sharron L. Barton (SVP and Chief Admin. Officer) 653.3K 150.0K 33.9K 507.4K 21.1K 1.37M 39.63%
33 2008 Nils H. Okeson (SVP, GC and Secretary) 483.5K 200.0K 67.7K 527.3K 19.9K 1.30M 45.82%
34 2008 Thomas A. Garrett (President and CEO—ARG) 800.0K 250.0K 33.0K 51.5K 20.8K 1.16M 7.31%
35 2008 Sharron L. Barton (SVP and Chief Admin. 653.3K 150.0K 11.0K 17.7K 21.1K 853.0K 3.36%
36 2008 Stephen E. Hare (CFO) 515.0K 200.0K 26.4K 38.6K 22.0K 801.9K 8.10%
37 2007 Thomas A. Garrett (President and CEO—ARG) 787.5K 506.3K 88.3K 66.1K 21.9K 1.47M 10.51%
38 2007 Sharron L. Barton (SVP and Chief Admin. 659.8K 263.3K 29.4K 19.8K 20.5K 992.8K 4.96%
39 2007 Nils H. Okeson (SVP, GC and Secretary) 478.5K 347.6K 58.9K 33.1K 20.1K 938.2K 9.80%
40 2006 Nelson Peltz 1.40M 15.4K 3.05M 10.72M 1.31M 16.50M 18.47%
41 2006 Peter W. May 950.0K 15.4K 1.36M 5.21M 451.7K 7.99M 17.05%
42 2006 Edward P. Garden 575.0K 8.8K 1.59M 51.2K 1.45M 213.9K 3.88M 42.21%
43 2006 Francis T. McCarron 543.8K 15.4K 458.6K 1.00M 1.80M 51.2K 3.87M 37.75%
44 2006 Brian L. Schorr 575.0K 15.4K 538.1K 755.6K 1.80M 61.5K 3.75M 34.54%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 8-K
2026-05-08 10-Q
2026-04-24 SC 13G/A
2026-04-07 4
2026-04-07 4
2026-04-07 4
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
John K. Min Chief Legal Officer & Secretary 2M male
Ken Cook Chief Financial Officer & Interim Chief Executive Officer 1M male
Matt Spessard Chief Information Officer 1M male
Pete Suerken President of U.S. 1M male
Eric J. Wunsch President of International 916.5K male
Lindsay J. Radkoski Chief Marketing Officer of US 735.1K female
Liliana Esposito Chief Corporate Affairs & Sustainability Officer female
Liz Geraghty Chief Marketing Officer - International female
Matthew Coley O'Brien Chief People Officer male
Aaron Broholm Head of Investor Relations male
Suzanne Thuerk Chief Accounting Officer female
Beverly Stallings-Johnson VP and Chief Culture & Inclusion Officer
ESG Rating
C+
RESTAURANTS
2019
E (Environmental)
60.4 / 47.1
Company / Sector avg.
S (Social)
60.1 / 50.9
Company / Sector avg.
G (Governance)
66.8 / 56.3
Company / Sector avg.
ESG Total
62.4 / 51.4
Company / Sector avg.
ESG Score History RESTAURANTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits