David M Gordon, the PRESIDENT of $CAKE, sold 9,935 shares of the company on 08-14-2025 for an estimated $629,580. We received data on the trade from a recent SEC filing. This was a sale of approximately 28.8% of their shares of this class of stock. Following this trade, they now own 24,532 shares of this class of $CAKE stock.
$CAKE Insider Trading Activity
$CAKE insiders have traded $CAKE stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 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.
- DAVID M GORDON (PRESIDENT) has made 0 purchases and 8 sales selling 120,213 shares for an estimated $6,613,930.
- MATTHEW ELIOT CLARK (EXEC VP, CFO) has made 0 purchases and 4 sales selling 90,900 shares for an estimated $4,981,714.
- 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.
- ALEXANDER L CAPPELLO sold 12,388 shares for an estimated $816,121
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CAKE Hedge Fund Activity
We have seen 139 institutional investors add shares of $CAKE stock to their portfolio, and 207 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,128,648 shares (+54174.6%) to their portfolio in Q2 2025, for an estimated $258,701,083
- INVESCO LTD. removed 941,310 shares (-36.3%) from their portfolio in Q2 2025, for an estimated $58,982,484
- JCP INVESTMENT MANAGEMENT, LLC removed 667,210 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $32,466,438
- BLACKROCK, INC. removed 582,867 shares (-8.0%) from their portfolio in Q2 2025, for an estimated $36,522,446
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 473,068 shares (-48.2%) from their portfolio in Q2 2025, for an estimated $29,642,440
- MORGAN STANLEY added 455,048 shares (+82.4%) to their portfolio in Q2 2025, for an estimated $28,513,307
- JUNTO CAPITAL MANAGEMENT LP added 402,879 shares (+inf%) to their portfolio in Q2 2025, for an estimated $25,244,398
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CAKE Analyst Ratings
Wall Street analysts have issued reports on $CAKE in the last several months. We have seen 4 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 07/31/2025
- Barclays issued a "Underweight" rating on 07/30/2025
- UBS issued a "Sell" rating on 07/18/2025
- Raymond James issued a "Outperform" 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
- Citigroup issued a "Buy" rating on 04/15/2025
To track analyst ratings and price targets for $CAKE, check out Quiver Quantitative's $CAKE forecast page.
$CAKE 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 $62.0.
Here are some recent targets:
- Brian Mullan from Piper Sandler set a target price of $62.0 on 08/04/2025
- John Glass from Morgan Stanley set a target price of $47.0 on 07/31/2025
- Zachary Fadem from Wells Fargo set a target price of $65.0 on 07/30/2025
- David Tarantino from Baird set a target price of $64.0 on 07/30/2025
- Jeffrey Bernstein from Barclays set a target price of $62.0 on 07/30/2025
- Katherine Griffin from B of A Securities set a target price of $67.0 on 07/18/2025
- Dennis Geiger from UBS set a target price of $50.0 on 07/18/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
