The Wendy's Company (WEN) Bundle
Who Invests in The Wendy's Company (WEN) and Why?
Investor Profile Analysis for The Company
As of 2024, the investor landscape for this fast-food restaurant chain reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 82.4% | 184,562,000 shares |
| Vanguard Group Inc | 9.7% | 21,750,000 shares |
| BlackRock Inc | 8.3% | 18,620,000 shares |
| State Street Corporation | 5.6% | 12,550,000 shares |
Investor Motivation Factors
- Dividend Yield: 3.2%
- Price-to-Earnings Ratio: 18.5
- Market Capitalization: $5.6 billion
- Consistent Quarterly Revenue Growth: 4.7%
Investment Strategy Insights
Investors primarily focus on:
- Long-term value investment
- Dividend income generation
- Defensive sector positioning
- Consistent cash flow potential
Retail Investor Participation
Retail investors represent 17.6% of total ownership, with average investment size of $12,500.
Institutional Ownership and Major Shareholders of The Wendy's Company (WEN)
Investor Profile Analysis for The Company
As of 2024, the investor landscape for this fast-food restaurant chain reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 82.4% | 184,562,000 shares |
| Vanguard Group Inc | 9.7% | 21,750,000 shares |
| BlackRock Inc | 8.3% | 18,620,000 shares |
| State Street Corporation | 5.6% | 12,550,000 shares |
Investor Motivation Factors
- Dividend Yield: 3.2%
- Price-to-Earnings Ratio: 18.5
- Market Capitalization: $5.6 billion
- Consistent Quarterly Revenue Growth: 4.7%
Investment Strategy Insights
Investors primarily focus on:
- Long-term value investment
- Dividend income generation
- Defensive sector positioning
- Consistent cash flow potential
Retail Investor Participation
Retail investors represent 17.6% of total ownership, with average investment size of $12,500.
Key Investors and Their Influence on The Wendy's Company (WEN)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 71.4% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Berkshire Hathaway Inc. | 18,900,000 | 7.2% |
| Vanguard Group Inc. | 15,600,000 | 5.9% |
| BlackRock Inc. | 14,300,000 | 5.4% |
| State Street Corporation | 10,500,000 | 4.0% |
Recent ownership changes reveal significant institutional investor movements:
- Institutional investors increased holdings by 3.6% in the last quarter
- Net institutional purchases totaled $412 million
- Hedge funds added 1.2 million shares during the same period
Institutional investor composition breakdown shows:
- Mutual Funds: 42.3%
- Pension Funds: 22.7%
- Investment Advisors: 18.5%
- Hedge Funds: 11.5%
Insider ownership currently represents 3.2% of total outstanding shares.
Market Impact and Investor Sentiment of The Wendy's Company (WEN)
Key Investors and Their Impact on WEN Stock
The Wendy's Company's investor landscape reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Trian Fund Management | 74,500,000 | 8.2% |
| Vanguard Group Inc | 62,300,000 | 6.9% |
| BlackRock Inc | 55,700,000 | 6.1% |
Notable Investor Insights
- Trian Fund Management, led by Nelson Peltz, maintains a significant activist investment strategy
- Institutional investors collectively own 65.3% of total outstanding shares
- Insider ownership represents approximately 0.4% of total shares
Recent Investor Movements
Recent SEC filings indicate strategic investment shifts:
- Trian Fund Management increased position by 2.1% in Q4 2023
- Dimensional Fund Advisors LP acquired 3.2 million additional shares
- State Street Corporation reduced holdings by 1.5%
| Investor Type | Total Investment | Investment Change |
|---|---|---|
| Mutual Funds | $412 million | +3.7% |
| Hedge Funds | $287 million | -1.2% |
| Pension Funds | $156 million | +2.5% |
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