FWRG Smart Money
First Watch Restaurant Group, Inc.
1W: -7.3%
1M: +9.3%
3M: -16.0%
YTD: -27.9%
1Y: -39.4%
3Y: -36.5%
5Y: -47.8%
$11.09
+0.03 (+0.27%)
Weekly Expected Move ±7.6%
$9
$10
$11
$12
$13
Credit Risk of going bust: higher than 67% of companies Debt: 61.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.49 (down 96%), First Watch Restaurant Group, Inc. would be worth roughly what it owes.
Total debt $1.07B against a stock market value of $684.4M.
Distance to default 3.62 (Merton model): prices to 2026-10-27, balance sheet 2026-06-28, debt counted $153.7M (short-term plus half of long-term), stock volatility 54.7%; Altman Z'' 0.10. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.49 (down 96%), First Watch Restaurant Group, Inc. would be worth roughly what it owes.
Total debt $1.07B against a stock market value of $684.4M.
Distance to default 3.62 (Merton model): prices to 2026-10-27, balance sheet 2026-06-28, debt counted $153.7M (short-term plus half of long-term), stock volatility 54.7%; Altman Z'' 0.10. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026242
Institutions Holding
-12 vs prior
123.0%
Ownership
+19.81%
35
New
89
Increased
96
Reduced
35
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-06-08 | Weisser Ashlee Suzanne | officer: chief financial officer | A-Grant/Award | 26,595 | $— | $0 | Filing |
| 2026-05-21 | Alvarez Ralph | director | A-Grant/Award | 17,636 | $— | $0 | Filing |
| 2026-05-21 | Solheim Jostein | director | A-Grant/Award | 12,345 | $— | $0 | Filing |
| 2026-05-21 | Tipograph Rachel K | director | A-Grant/Award | 12,345 | $— | $0 | Filing |
| 2026-05-21 | Jemley Charles | director | A-Grant/Award | 12,345 | $— | $0 | Filing |
| 2026-05-21 | Lilak Stephanie | director | A-Grant/Award | 12,345 | $— | $0 | Filing |
| 2026-05-21 | Kussell William A | director | A-Grant/Award | 12,345 | $— | $0 | Filing |
| 2026-05-21 | FLEISHER MICHAEL D | director | A-Grant/Award | 12,345 | $— | $0 | Filing |
| 2026-05-21 | Britt Irene Chang | director | A-Grant/Award | 12,345 | $— | $0 | Filing |
| 2026-03-17 | Sorensen Laura Anne | officer: chief people officer | S-Sale | 1,697 | $12.52 | $21K | Filing |
| 2026-03-17 | Hartman Eric Richard | officer: chief development officer | S-Sale | 1,819 | $12.52 | $23K | Filing |
| 2026-03-17 | Tomasso Christopher Anthony | officer: president and ceo | S-Sale | 25,062 | $12.52 | $314K | Filing |
| 2026-03-17 | HOPE H MELVILLE III | officer: cfo and treasurer | S-Sale | 3,878 | $12.52 | $49K | Filing |
| 2026-03-17 | Wolszczak Jay Anthony | officer: chief legal officer, gc & secy | S-Sale | 3,161 | $12.52 | $40K | Filing |
| 2026-03-17 | Eisenacher Matthew | officer: chief brand officer | S-Sale | 2,760 | $12.52 | $35K | Filing |
| 2026-03-17 | Jones John Daniel | officer: chief operations officer | S-Sale | 1,697 | $12.52 | $21K | Filing |
| 2026-03-01 | Eisenacher Matthew | officer: chief brand officer | A-Grant/Award | 28,089 | $— | $0 | Filing |
| 2026-03-01 | Tomasso Christopher Anthony | officer: president and ceo | A-Grant/Award | 321,027 | $— | $0 | Filing |
| 2026-03-01 | Wolszczak Jay Anthony | officer: chief legal officer, gc & secy | A-Grant/Award | 36,115 | $— | $0 | Filing |
| 2026-03-01 | Hartman Eric Richard | officer: chief development officer | A-Grant/Award | 30,096 | $— | $0 | Filing |
| 2026-03-01 | Jones John Daniel | officer: chief operations officer | A-Grant/Award | 30,096 | $— | $0 | Filing |
| 2026-03-01 | Sorensen Laura Anne | officer: chief people officer | A-Grant/Award | 30,096 | $— | $0 | Filing |
| 2026-01-22 | Kussell William A | director | S-Sale | 6,165 | $17.00 | $105K | Filing |
| 2025-12-30 | Tipograph Rachel K | director | A-Grant/Award | 9,302 | $— | $0 | Filing |
| 2025-12-28 | Hartman Eric Richard | officer: chief development officer | A-Grant/Award | 128,760 | $— | $0 | Filing |
🏛️ Congressional Trades
14 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-04-06 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-06 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-05 | Josh S. Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-05 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2026-03-05 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2026-03-04 | Josh S. Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-26 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-26 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-25 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-05-15 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-05-15 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-05-15 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-05-15 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2024-08-06 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,534,132 | $58M | +462,387 | 2026-06-30 | Filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, TH | 3,823,982 | $49M | +466,032 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 3,719,038 | $48M | -238,659 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,596,946 | $33M | -487,940 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,453,594 | $32M | +51,206 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 2,192,811 | $28M | -1,039,436 | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 2,069,037 | $27M | -1,505,281 | 2026-06-30 | Filing |
| GW&K Investment Management, LLC | 2,007,096 | $26M | +47,925 | 2026-06-30 | Filing |
| Stephens Investment Management Group LLC | 1,953,921 | $25M | +294,122 | 2026-06-30 | Filing |
| Hodges Capital Management Inc. | 1,592,384 | $21M | +110,607 | 2026-06-30 | Filing |
| EMERALD ADVISERS, LLC | 1,526,759 | $20M | +579,649 | 2026-06-30 | Filing |
| BWCP, LP | 1,502,614 | $19M | +144,541 | 2026-06-30 | Filing |
| Penn Capital Management Company, LLC | 1,472,751 | $19M | +331,594 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,444,283 | $19M | +138,731 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,404,572 | $18M | +211,223 | 2026-06-30 | Filing |
| Granahan Investment Management, LLC | 1,363,852 | $18M | +275,815 | 2026-06-30 | Filing |
| RIVERBRIDGE PARTNERS LLC | 1,348,632 | $17M | -743,068 | 2026-06-30 | Filing |
| Balyasny Asset Management L.P. | 1,211,627 | $16M | +930,650 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,069,289 | $14M | +16,863 | 2026-06-30 | Filing |
| Qube Research & Technologies Ltd | 981,955 | $13M | +493,165 | 2026-06-30 | Filing |