CHEESECAKE FACTORY ($CAKE) posted quarterly earnings results on Tuesday, July 29th. The company reported earnings of $1.16 per share, beating estimates of $1.09 by $0.07. The company also reported revenue of $955,830,000, missing estimates of $967,348,079 by $-11,518,079.
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 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 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 179,300 shares for an estimated $9,510,797.
- MATTHEW ELIOT CLARK (EXEC VP, CFO) has made 0 purchases and 4 sales selling 90,900 shares for an estimated $4,981,714.
- DAVID M GORDON (PRESIDENT) has made 0 purchases and 5 sales selling 76,878 shares for an estimated $3,881,091.
- KEITH CARANGO (PRESIDENT (SUBSIDIARY)) has made 0 purchases and 4 sales selling 50,500 shares for an estimated $2,783,378.
- SCARLETT MAY (EVP, GENERAL COUNSEL) has made 0 purchases and 3 sales selling 39,600 shares for an estimated $2,270,966.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CHEESECAKE FACTORY Hedge Fund Activity
We have seen 155 institutional investors add shares of CHEESECAKE FACTORY stock to their portfolio, and 159 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 1,859,194 shares (+156.7%) to their portfolio in Q1 2025, for an estimated $90,468,380
- WESTWOOD HOLDINGS GROUP INC added 1,557,637 shares (+inf%) to their portfolio in Q1 2025, for an estimated $75,794,616
- INVESCO LTD. added 1,178,722 shares (+83.5%) to their portfolio in Q1 2025, for an estimated $57,356,612
- DRIEHAUS CAPITAL MANAGEMENT LLC added 980,682 shares (+inf%) to their portfolio in Q1 2025, for an estimated $47,719,986
- VICTORY CAPITAL MANAGEMENT INC added 689,784 shares (+64.1%) to their portfolio in Q1 2025, for an estimated $33,564,889
- JCP INVESTMENT MANAGEMENT, LLC removed 667,210 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $32,466,438
- JUNTO CAPITAL MANAGEMENT LP removed 460,098 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $22,388,368
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CHEESECAKE FACTORY Analyst Ratings
Wall Street analysts have issued reports on $CAKE in the last several months. We have seen 5 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Sell" rating on 07/18/2025
- Raymond James issued a "Outperform" rating on 07/17/2025
- Barclays issued a "Underweight" rating on 07/17/2025
- JP Morgan issued a "Underweight" rating on 06/25/2025
- Stephens & Co. issued a "Overweight" rating on 05/01/2025
- Morgan Stanley issued a "Underweight" rating on 05/01/2025
- Citigroup issued a "Buy" rating on 04/15/2025
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 13 analysts offer price targets for $CAKE in the last 6 months, with a median target of $60.0.
Here are some recent targets:
- Dennis Geiger from UBS set a target price of $50.0 on 07/18/2025
- Katherine Griffin from B of A Securities set a target price of $67.0 on 07/18/2025
- Brian Vaccaro from Raymond James set a target price of $70.0 on 07/17/2025
- Jeffrey Bernstein from Barclays set a target price of $57.0 on 07/17/2025
- Zachary Fadem from Wells Fargo set a target price of $60.0 on 07/17/2025
- John Glass from Morgan Stanley set a target price of $45.0 on 07/14/2025
- Christine Cho from Goldman Sachs set a target price of $67.0 on 07/10/2025
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.
