CHEESECAKE FACTORY ($CAKE) posted quarterly earnings results for Q1 2026 on Wednesday, April 29th. The company reported earnings of $1.05 per share, beating estimates of $1.03 by $0.02. The company also reported revenue of $978,830,000, missing estimates of $984,189,136 by $-5,359,136.
Stock price change since market close: +2.28%
You can see Quiver Quantitative's $CAKE stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CHEESECAKE FACTORY Insider Trading Activity
CHEESECAKE FACTORY insiders have traded $CAKE stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $CAKE stock by insiders over the last 6 months:
- MATTHEW ELIOT CLARK (EXEC VP, CFO) sold 7,000 shares for an estimated $459,900
- SCARLETT MAY (EVP, GENERAL COUNSEL) sold 5,206 shares for an estimated $327,708
- SPERO G ALEX (EVP Operations - CFRI) sold 4,790 shares for an estimated $316,122
- ASHLEY W HANSCOM (PRINCIPAL ACCOUNTING OFFICER) sold 2,951 shares for an estimated $193,688
- ALEXANDER L CAPPELLO sold 635 shares for an estimated $40,474
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
CHEESECAKE FACTORY Hedge Fund Activity
We have seen 132 institutional investors add shares of CHEESECAKE FACTORY stock to their portfolio, and 178 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,887,979 shares (+35.9%) to their portfolio in Q4 2025, for an estimated $95,305,179
- WOODLINE PARTNERS LP removed 577,857 shares (-93.5%) from their portfolio in Q4 2025, for an estimated $29,170,221
- BANK OF AMERICA CORP /DE/ removed 362,081 shares (-15.1%) from their portfolio in Q4 2025, for an estimated $18,277,848
- MILLENNIUM MANAGEMENT LLC added 349,168 shares (+214.3%) to their portfolio in Q4 2025, for an estimated $17,626,000
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 295,957 shares (-77.9%) from their portfolio in Q4 2025, for an estimated $14,939,909
- INVESCO LTD. added 280,553 shares (+13.6%) to their portfolio in Q4 2025, for an estimated $14,162,315
- ENGINEERS GATE MANAGER LP added 270,160 shares (+1583.7%) to their portfolio in Q4 2025, for an estimated $13,637,676
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
CHEESECAKE FACTORY Analyst Ratings
Wall Street analysts have issued reports on $CAKE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Argus Research issued a "Buy" rating on 11/07/2025
To track analyst ratings and price targets for CHEESECAKE FACTORY, check out Quiver Quantitative's $CAKE forecast page.
CHEESECAKE FACTORY Price Targets
Multiple analysts have issued price targets for $CAKE recently. We have seen 9 analysts offer price targets for $CAKE in the last 6 months, with a median target of $60.0.
Here are some recent targets:
- Brian Bittner from Oppenheimer set a target price of $72.0 on 04/21/2026
- Jon Tower from Citigroup set a target price of $75.0 on 04/15/2026
- Zachary Fadem from Wells Fargo set a target price of $60.0 on 02/19/2026
- Jim Salera from Stephens & Co. set a target price of $65.0 on 02/19/2026
- Nick Setyan from Mizuho set a target price of $70.0 on 02/12/2026
- John Glass from Morgan Stanley set a target price of $50.0 on 01/20/2026
- Jeffrey Bernstein from Barclays set a target price of $51.0 on 01/07/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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