CHEESECAKE FACTORY ($CAKE) posted quarterly earnings results for Q2 2026 on Tuesday, July 28th. The company reported earnings of $1.44 per share, beating estimates of $1.20 by $0.24. The company also reported revenue of $1,029,630,000, beating estimates of $1,017,454,977 by $12,175,023.
Stock price change since market close: +2.24%
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 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $CAKE stock by insiders over the last 6 months:
- DAVID OVERTON (CHAIRMAN AND C.E.O.) sold 104,000 shares for an estimated $6,346,080
- 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
- ALEXANDER L CAPPELLO has made 0 purchases and 2 sales selling 3,125 shares for an estimated $202,075.
- ASHLEY W HANSCOM (PRINCIPAL ACCOUNTING OFFICER) sold 2,951 shares for an estimated $193,688
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 insider transaction endpoint.
CHEESECAKE FACTORY Hedge Fund Activity
We have seen 133 institutional investors add shares of CHEESECAKE FACTORY stock to their portfolio, and 146 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 1,787,083 shares (-88.8%) from their portfolio in Q1 2026, for an estimated $97,842,794
- FMR LLC removed 1,224,580 shares (-17.1%) from their portfolio in Q1 2026, for an estimated $67,045,755
- BANK OF AMERICA CORP /DE/ removed 669,601 shares (-32.8%) from their portfolio in Q1 2026, for an estimated $36,660,654
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 401,720 shares (-16.8%) from their portfolio in Q1 2026, for an estimated $21,994,170
- TWO SIGMA INVESTMENTS, LP added 334,856 shares (+1590.5%) to their portfolio in Q1 2026, for an estimated $18,333,366
- JONES FINANCIAL COMPANIES LLLP added 310,708 shares (+4456.5%) to their portfolio in Q1 2026, for an estimated $17,011,263
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 293,660 shares (-44.2%) from their portfolio in Q1 2026, for an estimated $16,077,885
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 13F endpoint.
CHEESECAKE FACTORY Analyst Ratings
Wall Street analysts have issued reports on $CAKE in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 04/30/2026
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 8 analysts offer price targets for $CAKE in the last 6 months, with a median target of $69.0.
Here are some recent targets:
- Sara Senatore from B of A Securities set a target price of $79.0 on 07/02/2026
- John Ivankoe from JP Morgan set a target price of $68.0 on 05/14/2026
- Jim Salera from Stephens & Co. set a target price of $65.0 on 04/30/2026
- Zachary Fadem from Wells Fargo set a target price of $65.0 on 04/30/2026
- Jeffrey Bernstein from Barclays set a target price of $60.0 on 04/30/2026
- Jon Tower from Citigroup set a target price of $76.0 on 04/30/2026
- Brian Bittner from Oppenheimer set a target price of $72.0 on 04/21/2026
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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