CHEESECAKE FACTORY ($CAKE) posted quarterly earnings results for Q3 2026 on Tuesday, October 27th. The company reported earnings of $1.02 per share, beating estimates of $0.97 by $0.05. The company also reported revenue of $1,033,440,000, beating estimates of $1,021,111,351 by $12,328,649.
Stock price change since market close: +3.24%
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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.) has made 0 purchases and 2 sales selling 198,145 shares for an estimated $16,350,869.
- MATTHEW ELIOT CLARK (EXEC VP, CFO) sold 68,900 shares for an estimated $6,841,770
- DAVID M GORDON (PRESIDENT) has made 0 purchases and 2 sales selling 31,950 shares for an estimated $3,515,369.
- SCARLETT MAY (EVP, GENERAL COUNSEL) sold 7,978 shares for an estimated $819,021
- ALEXANDER L CAPPELLO has made 0 purchases and 5 sales selling 4,808 shares for an estimated $397,484.
- ASHLEY W HANSCOM (PRINCIPAL ACCOUNTING OFFICER) sold 3,500 shares for an estimated $350,000
- EDIE A AMES sold 3,000 shares for an estimated $320,850
- JANICE L. MEYER sold 1,958 shares for an estimated $214,121
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 165 institutional investors add shares of CHEESECAKE FACTORY stock to their portfolio, and 158 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 1,999,424 shares (+inf%) to their portfolio in Q2 2026, for an estimated $159,034,184
- VICTORY CAPITAL MANAGEMENT INC removed 1,453,574 shares (-98.6%) from their portfolio in Q2 2026, for an estimated $115,617,275
- GOLDMAN SACHS GROUP INC added 1,205,373 shares (+272.9%) to their portfolio in Q2 2026, for an estimated $95,875,368
- BANK OF AMERICA CORP /DE/ removed 747,188 shares (-54.5%) from their portfolio in Q2 2026, for an estimated $59,431,333
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 619,981 shares (+inf%) to their portfolio in Q2 2026, for an estimated $49,313,288
- WESTWOOD HOLDINGS GROUP INC removed 616,831 shares (-47.2%) from their portfolio in Q2 2026, for an estimated $49,062,737
- PRICE T ROWE ASSOCIATES INC /MD/ added 573,057 shares (+1129.2%) to their portfolio in Q2 2026, for an estimated $45,580,953
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 Price Targets
Multiple analysts have issued price targets for $CAKE recently. We have seen 2 analysts offer price targets for $CAKE in the last 6 months, with a median target of $73.5.
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
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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