Wendy’s – Purchased Another 3,000 Shares

On January 27, 2026, this site’s Value Investment Fund purchased a third tranche of 3,000 shares of Wendy’s. The market price hit $8 per share, automatically triggering a buy order. Total investment was $24,750. The Value Investment Fund now owns 9,000 shares over three tranches as follows:

08/04/25     3,000 Shares at $10.00 Market Price totaling $30,750
10/13/25       3,000 Shares at $8.75 Market Price totaling $27,000
01/27/26      3,000 Shares at $8.00 Market Price totaling $24,750

Total basis in Wendy’s is now $82,500. Current market price is $8.03, net proceeds with a 25-cent per share transaction fee would be $70,020. Thus, within the Fund’s portfolio, Wendy’s currently has a position loss of $12,480. The site’s facilitator expects the market price to recover to $20 per share in 3.5 years (summer of 2029). If true, the annualized return will exceed 25%. Please read the in-depth analysis by the Fund’s facilitator, Wendy’s Intrinsic Value, Buy & Sell Points.

On February 13, 2026, Wendy’s will report its full-year results for 2025. The chain has closed more than 300 underperforming restaurants over the last two years in its goal to clean up the company’s performance. As stated in the analysis, Wendy’s has not lost money in over 16 years, its revenue has continuously grown, and its franchising segment is growing at more than 5% per year. Expected earnings for 2025 will exceed $.95 (95 cents) per share with a dividend rate of 64 cents per share. Current dividend yield is 7.6%. Act on Knowledge.