Jack In The Box Inc. (JACK) Stock Falls on Q1 2026 Earnings

Jack In The Box Inc. (JACK) reported first-quarter fiscal 2026 results. Key income-statement highlights:

Revenue: $349.5 million (down 25.6% year over year).

Gross profit: $105.4 million (down 27.5% year over year).

Operating profit: $46.6 million (down 37.2% year over year).

Net loss attributable to common shareholders: -$2.5 million (a decline of 107.3% year over year); diluted EPS: -$0.13 (down 107.4% year over year).

Cash flow and balance-sheet items:

Cash from operating activities: $18.6 million (down 82.4% year over year).

Purchases of property, plant and equipment (capex): $23.2 million (down 33.9% year over year).

Cash and cash equivalents: $72.0 million (down 4.0% year over year).

Total liabilities: $3.0 billion (down 17.9% year over year).

Estimates and market reaction:

Revenue estimate: $360.0 million; reported $349.5 million.

EPS estimate: $1.06; reported diluted EPS: -$0.13, a significant shortfall versus the estimate.

Stock movement since market close: down 3.45%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Jack In The Box Inc. Insider Trading Activity

Jack In The Box Inc. insiders have traded $JACK stock on the open market 34 times in the past 6 months. Of those trades, 2 have been purchases and 32 have been sales.

Here’s a breakdown of recent trading of $JACK stock by insiders over the last 6 months:

LANCE F. TUCKER (DIRECTOR & CEO) has made 1 purchase buying 5,000 shares for an estimated $86,450 and 2 sales selling 3,150 shares for an estimated $68,764.
RYAN LEE OSTROM (EVP, Chief Cust&Digtl Officer) has made 1 purchase buying 1,000 shares for an estimated $17,551 and 5 sales selling 4,622 shares for an estimated $88,786.
SARAH L SUPER (EVP, Chief Legal&Admin Officer) has made 0 purchases and 5 sales selling 2,759 shares for an estimated $53,063.
CARL MOUNT (SVP, CHF SUPPLY CHAIN OFFICER) has made 0 purchases and 3 sales selling 2,500 shares for an estimated $47,978.
RICHARD D COOK (SVP, CHIEF TECHNOLOGY OFFICER) has made 0 purchases and 6 sales selling 2,410 shares for an estimated $45,893.
STEVEN PIANO (SVP, CHIEF PEOPLE OFFICER) has made 0 purchases and 5 sales selling 1,908 shares for an estimated $36,699.
DAWN E HOOPER (EVP, Chief Financial Officer) has made 0 purchases and 3 sales selling 927 shares for an estimated $17,684.
VAN INGRAM (SVP, CHF DEVELOPMENT OFFICER) has made 0 purchases and 3 sales selling 478 shares for an estimated $9,118.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Jack In The Box Inc. Hedge Fund Activity

We have seen 64 institutional investors add shares of Jack In The Box Inc. stock to their portfolio, and 142 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS removed 1,606,607 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $31,762,620
MARSHALL WACE, LLP removed 709,802 shares (-95.4%) from their portfolio in Q4 2025, for an estimated $13,450,747
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 513,403 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $10,149,977
M&G PLC removed 388,179 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $7,674,298
CITADEL ADVISORS LLC removed 303,043 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,742,664
JANUS HENDERSON GROUP PLC added 295,043 shares (+inf%) to their portfolio in Q4 2025, for an estimated $5,591,064
NANTAHALA CAPITAL MANAGEMENT, LLC added 265,990 shares (+44.3%) to their portfolio in Q4 2025, for an estimated $5,040,510

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Jack In The Box Inc. Analyst Ratings

Wall Street analysts have issued reports on $JACK in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

RBC Capital issued a "Outperform" rating on 11/20/2025
Oppenheimer issued a "Outperform" rating on 11/20/2025
Goldman Sachs issued a "Sell" rating on 11/20/2025

To track analyst ratings and price targets for Jack In The Box Inc., check out Quiver Quantitative's $JACK forecast page.

Jack In The Box Inc. Price Targets

Multiple analysts have issued price targets for $JACK recently. We have seen 12 analysts offer price targets for $JACK in the last 6 months, with a median target of $18.5.

Here are some recent targets:

Jon Tower from Citigroup set a target price of $23.0 on 02/06/2026
Christine Cho from Goldman Sachs set a target price of $17.0 on 01/28/2026
John Glass from Morgan Stanley set a target price of $19.0 on 01/20/2026
Nick Setyan from Mizuho set a target price of $19.0 on 01/09/2026
Jake Bartlett from Truist Securities set a target price of $18.0 on 01/08/2026
Jeffrey Bernstein from Barclays set a target price of $20.0 on 01/07/2026
Dennis Geiger from UBS set a target price of $21.0 on 01/06/2026