Mutual of America Capital Management LLC Has $162,000 Position in The Wendy’s Company $WEN

Mutual of America Capital Management LLC lessened its position in The Wendy’s Company (NASDAQ:WEN) by 77.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,718 shares of the restaurant operator’s stock after selling 62,499 shares during the quarter. Mutual of America Capital Management LLC’s holdings in Wendy’s were worth $162,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of WEN. AQR Capital Management LLC raised its holdings in shares of Wendy’s by 30.1% in the second quarter. AQR Capital Management LLC now owns 13,843,438 shares of the restaurant operator’s stock valued at $158,092,000 after purchasing an additional 3,205,269 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its position in Wendy’s by 61.3% in the second quarter. Arrowstreet Capital Limited Partnership now owns 5,041,012 shares of the restaurant operator’s stock valued at $57,568,000 after purchasing an additional 1,915,465 shares in the last quarter. Norges Bank bought a new stake in Wendy’s during the 2nd quarter worth about $18,929,000. Connor Clark & Lunn Investment Management Ltd. lifted its position in Wendy’s by 6,474.9% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 1,134,230 shares of the restaurant operator’s stock worth $12,953,000 after buying an additional 1,116,979 shares in the last quarter. Finally, Retirement Systems of Alabama boosted its stake in shares of Wendy’s by 34.1% during the 2nd quarter. Retirement Systems of Alabama now owns 954,998 shares of the restaurant operator’s stock worth $10,906,000 after buying an additional 242,725 shares during the last quarter. Institutional investors and hedge funds own 85.96% of the company’s stock.

Key Headlines Impacting Wendy’s

Here are the key news stories impacting Wendy’s this week:

• Positive Sentiment: Wendy’s is promoting a $1 Dave’s Single in‑app offer for Singles Awareness Day (Feb. 15), a low-price digital promotion designed to drive app downloads, redemptions and store traffic. This can boost short‑term customer frequency and data capture. Single Life Just Got Better
• Positive Sentiment: Menu innovation: Wendy’s is rolling out a new Frosty flavor this month and has launched Baconator Chili in stores — fresh items that can generate incremental visits and social buzz if availability is broad. Monitor reported uptake and any supply constraints. Wendy’s Debuting Frosty Flavor
• Neutral Sentiment: Local operations: Wendy’s “House of Soul” location is operating during North Market’s temporary closure — a minor market‑level continuity story without material companywide impact. House of Soul Open
• Neutral Sentiment: Consumer nostalgia/brand interest articles (e.g., about prior sandwich lines) may indicate demand for menu bringbacks but are not company announcements. Useful for marketing ideas, not immediate financial impact. Once-Popular Sandwich Line
• Neutral Sentiment: Legacy store closure: A Florida Wendy’s closed after 52 years — a human‑interest/local story with negligible systemwide implications. Florida Wendy’s Closure
• Negative Sentiment: Analyst outlook: Zacks warns Wendy’s lacks the two key ingredients historically tied to earnings beats and expects a decline in EPS for the upcoming report — a direct near‑term headwind for the stock as investors reprice expectations. Watch the earnings release for same‑store sales, franchise vs. company mix, margin drivers and guidance. Zacks: Analysts Expect Decline

Wendy’s Stock Down 0.2%

WEN opened at $8.02 on Friday. The stock’s fifty day simple moving average is $8.27 and its 200 day simple moving average is $9.05. The Wendy’s Company has a 1-year low of $7.60 and a 1-year high of $16.20. The stock has a market cap of $1.53 billion, a PE ratio of 8.53, a price-to-earnings-growth ratio of 1.54 and a beta of 0.38. The company has a current ratio of 0.81, a quick ratio of 0.80 and a debt-to-equity ratio of 26.89.

Wendy’s (NASDAQ:WEN) last released its quarterly earnings data on Friday, November 7th. The restaurant operator reported $0.24 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.04. The firm had revenue of $442.50 million during the quarter, compared to analysts’ expectations of $535.75 million. Wendy’s had a net margin of 8.43% and a return on equity of 125.74%. The company’s revenue for the quarter was down 3.0% compared to the same quarter last year. During the same period in the previous year, the business posted $0.25 earnings per share. As a group, research analysts expect that The Wendy’s Company will post 0.99 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on WEN. Stifel Nicolaus set a $9.00 target price on Wendy’s in a research report on Thursday. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $9.00 price target (down previously from $12.00) on shares of Wendy’s in a research report on Wednesday, December 3rd. Truist Financial dropped their price objective on Wendy’s from $12.00 to $11.00 and set a “buy” rating on the stock in a research note on Thursday, January 8th. Sanford C. Bernstein set a $9.00 price objective on Wendy’s in a report on Wednesday, October 22nd. Finally, Argus upgraded shares of Wendy’s to a “hold” rating in a report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, sixteen have assigned a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $10.20.

Wendy’s Profile

The Wendy’s Company (NASDAQ:WEN) operates as a global quick-service restaurant chain, best known for its square-shaped beef patties, fresh ingredient sourcing and signature Frosty dessert. The company’s menu features a variety of hamburgers, chicken sandwiches, salads, breakfast sandwiches, sides and beverages, designed to appeal to a broad customer base seeking both classic and contemporary fast-food options. Wendy’s has placed particular emphasis on product innovation, introducing limited-time offerings and revamped core menu items to maintain customer interest and respond to evolving dining trends.

Founded in 1969 by entrepreneur Dave Thomas in Columbus, Ohio, Wendy’s expanded rapidly through both company-owned and franchised outlets.