Edie Ames Purchases 500 Shares of Cheesecake Factory (NASDAQ:CAKE) Stock

Posted by Stanley Muller on Aug 14th, 2026

The Cheesecake Factory Incorporated (NASDAQ:CAKE – Get Free Report) Director Edie Ames acquired 500 shares of the company’s stock in a transaction dated Monday, March 12th. The shares were acquired at an average cost of $49.51 per share, with a total value of $24,755.00. Following the completion of the purchase, the director owned 13,000 shares in the company, valued at approximately $643,630. This represents a 4.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Cheesecake Factory Trading Down 4.6%

Shares of Cheesecake Factory stock opened at $111.88 on Friday. The Cheesecake Factory Incorporated has a 1 year low of $43.07 and a 1 year high of $118.46. The company has a debt-to-equity ratio of 1.08, a current ratio of 0.59 and a quick ratio of 0.52. The business has a 50 day moving average price of $85.67 and a 200 day moving average price of $69.36. The company has a market capitalization of $5.57 billion, a P/E ratio of 30.32, a P/E/G ratio of 2.10 and a beta of 1.00.

Cheesecake Factory (NASDAQ:CAKE – Get Free Report) last announced its earnings results on Tuesday, July 28th. The restaurant operator reported $1.44 EPS for the quarter, beating analysts’ consensus estimates of $1.18 by $0.26. The firm had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $999.54 million. Cheesecake Factory had a return on equity of 43.97% and a net margin of 4.61%.Cheesecake Factory’s quarterly revenue was up 7.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.16 EPS. Sell-side analysts anticipate that The Cheesecake Factory Incorporated will post 4.47 EPS for the current fiscal year.

Cheesecake Factory Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Investors of record on Tuesday, August 11th will be paid a dividend of $0.30 per share. The ex-dividend date of this dividend is Tuesday, August 11th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.1%. Cheesecake Factory’s dividend payout ratio (DPR) is presently 32.52%.

Institutional Trading of Cheesecake Factory

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Cheesecake Factory by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 28,742 shares of the restaurant operator’s stock worth $1,399,000 after acquiring an additional 1,268 shares during the period. Woodline Partners LP boosted its position in shares of Cheesecake Factory by 30.9% in the first quarter. Woodline Partners LP now owns 92,664 shares of the restaurant operator’s stock worth $4,509,000 after acquiring an additional 21,887 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Cheesecake Factory by 8.5% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 109,800 shares of the restaurant operator’s stock valued at $5,343,000 after purchasing an additional 8,592 shares during the period. Northwestern Mutual Wealth Management Co. grew its holdings in Cheesecake Factory by 32.0% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,333 shares of the restaurant operator’s stock valued at $83,000 after purchasing an additional 323 shares during the period. Finally, First Trust Advisors LP increased its position in Cheesecake Factory by 5.0% during the second quarter. First Trust Advisors LP now owns 112,020 shares of the restaurant operator’s stock worth $7,019,000 after purchasing an additional 5,326 shares during the last quarter. Hedge funds and other institutional investors own 94.48% of the company’s stock.

Key Stories Impacting Cheesecake Factory

Here are the key news stories impacting Cheesecake Factory this week:

Positive Sentiment: Higher earnings expectations: Zacks Research raised its EPS forecasts across several periods, including FY2026 to $4.36 from $3.87, FY2027 to $4.64 from $4.24 and FY2028 to $5.29 from $4.82. Zacks maintained a “Strong Buy” rating, suggesting analysts see continued operating momentum. Zacks Research earnings estimates
Positive Sentiment: Strong second-quarter performance remains supportive: CAKE recently reported $1.03 billion in revenue and $1.44 in EPS, exceeding estimates of $999.54 million and $1.18, respectively. Revenue increased 7.7% year over year, while comparable sales, traffic and restaurant-level margins also improved. The company declared a $0.30 quarterly dividend and continued share repurchases. Strong Cheesecake Factory second-quarter results
Neutral Sentiment: CAKE was named to PEOPLE’s 2026 Companies That Care list for the sixth consecutive year. The recognition may benefit employee retention and brand reputation, but it is unlikely to have a material near-term earnings impact. Companies That Care recognition
Negative Sentiment: Insider selling is a prominent concern: President David Gordon sold 31,950 shares for about $3.5 million, reducing his direct holdings by 54.31%. Director Edie Ames also sold 3,000 shares for approximately $320,850. Reports indicate CAKE insiders have made numerous sales and no open-market purchases in the past six months, potentially signaling profit-taking after the stock’s sharp advance. Cheesecake Factory insider transactions
Negative Sentiment: Valuation and analyst caution may limit upside: The stock trades at roughly 30 times earnings, while the reported consensus rating is “Hold” with an average price target of $81. That target is substantially below recent trading levels, increasing the risk of profit-taking despite improving fundamentals.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on CAKE. Robert W. Baird boosted their target price on shares of Cheesecake Factory from $65.00 to $90.00 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Barclays raised their price target on shares of Cheesecake Factory from $58.00 to $60.00 and gave the stock an “underweight” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. upgraded shares of Cheesecake Factory from an “underweight” rating to a “neutral” rating and lifted their price target for the stock from $58.00 to $68.00 in a report on Thursday, May 14th. Oppenheimer boosted their price objective on shares of Cheesecake Factory from $91.00 to $101.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Finally, Citigroup upped their price objective on shares of Cheesecake Factory from $76.00 to $90.00 and gave the company a “buy” rating in a research note on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $81.00.

Read Our Latest Research Report on Cheesecake Factory

About Cheesecake Factory

(Get Free Report)

The Cheesecake Factory Incorporated (NASDAQ:CAKE) is an American restaurant company and distributor renowned for its full-service casual-dining concept and specialty cheesecakes. Headquartered in Calabasas Hills, California, the company operates more than 200 restaurants under The Cheesecake Factory® brand across the United States, Puerto Rico and select international markets. In addition to sit-down dining, Cheesecake Factory franchised locations offer catering and take-out services, while a separate manufacturing arm supplies branded cheesecakes and desserts to supermarkets, hotels and other foodservice operators.

The origins of the brand trace back to a small cheesecake bakery founded in Detroit in the 1940s.