Insider Selling: Cheesecake Factory (NASDAQ:CAKE) Director Sells $320,850.00 in Stock

Posted by George Bondi on Aug 15th, 2026

The Cheesecake Factory Incorporated (NASDAQ:CAKE – Get Free Report) Director Edie Ames sold 3,000 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $106.95, for a total transaction of $320,850.00. Following the sale, the director owned 10,000 shares of the company’s stock, valued at $1,069,500. The trade was a 23.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Cheesecake Factory Trading Up 1.3%

Cheesecake Factory stock opened at $113.38 on Friday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 0.52 and a current ratio of 0.59. The firm has a market cap of $5.64 billion, a price-to-earnings ratio of 30.73, a price-to-earnings-growth ratio of 2.00 and a beta of 1.00. The Cheesecake Factory Incorporated has a 1 year low of $43.07 and a 1 year high of $118.46. The firm’s 50 day moving average price is $86.61 and its two-hundred day moving average price is $69.67.

Cheesecake Factory (NASDAQ:CAKE – Get Free Report) last announced its quarterly earnings data 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 company had revenue of $1.03 billion during the quarter, compared to the consensus estimate of $999.54 million. Cheesecake Factory had a return on equity of 43.97% and a net margin of 4.61%.The company’s quarterly revenue was up 7.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.16 EPS. On average, research analysts predict that The Cheesecake Factory Incorporated will post 4.47 EPS for the current fiscal year.

Cheesecake Factory Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 11th will be given 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 payout ratio is 32.52%.

Analysts Set New Price Targets

CAKE has been the topic of a number of analyst reports. Wells Fargo & Company lifted their price target on Cheesecake Factory from $65.00 to $75.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 16th. Barclays upped their price objective on shares of Cheesecake Factory from $58.00 to $60.00 and gave the company an “underweight” rating in a research note on Thursday, April 30th. Oppenheimer raised their target price on shares of Cheesecake Factory from $91.00 to $101.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Morgan Stanley raised shares of Cheesecake Factory from an “underweight” rating to an “equal weight” rating and lifted their target price for the stock from $50.00 to $80.00 in a research report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. raised shares of Cheesecake Factory from an “underweight” rating to a “neutral” rating and lifted their target price for the stock from $58.00 to $68.00 in a research report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $81.00.

Read Our Latest Research Report on CAKE

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Salomon & Ludwin LLC raised its position in Cheesecake Factory by 226.5% during the fourth quarter. Salomon & Ludwin LLC now owns 604 shares of the restaurant operator’s stock valued at $33,000 after buying an additional 419 shares during the period. Allworth Financial LP acquired a new stake in Cheesecake Factory during the 2nd quarter worth about $36,000. Global Retirement Partners LLC boosted its position in Cheesecake Factory by 661.7% during the 4th quarter. Global Retirement Partners LLC now owns 716 shares of the restaurant operator’s stock worth $36,000 after acquiring an additional 622 shares during the period. NFSG Corp grew its stake in Cheesecake Factory by 115.8% during the 1st quarter. NFSG Corp now owns 682 shares of the restaurant operator’s stock valued at $37,000 after acquiring an additional 366 shares in the last quarter. Finally, Root Financial Partners LLC grew its stake in Cheesecake Factory by 973.2% during the 4th quarter. Root Financial Partners LLC now owns 880 shares of the restaurant operator’s stock valued at $44,000 after acquiring an additional 798 shares in the last quarter. Hedge funds and other institutional investors own 94.48% of the company’s stock.

Key Cheesecake Factory News

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

Positive Sentiment: Restaurant-stock momentum: Sit-down restaurant shares, including CAKE, Texas Roadhouse and BJ’s Restaurants, have posted median gains of roughly 62% over the past three months. The unusually wide performance gap versus fast-casual chains such as Chipotle, Wingstop and Shake Shack is reinforcing investor interest in the group. Restaurant stock momentum article
Positive Sentiment: Higher earnings expectations: Zacks Research raised its Cheesecake Factory EPS estimates for fiscal 2026 and fiscal 2028, while maintaining a “Strong Buy” view. A separate report also indicated that an analyst increased the company’s third-quarter EPS estimate, suggesting improving expectations for near-term results. CAKE earnings estimates
Positive Sentiment: Momentum-focused coverage: Zacks characterized CAKE as a potential momentum stock, supported by its recent share performance and better-than-expected second-quarter results. The company previously reported $1.44 in quarterly EPS on $1.03 billion of revenue, exceeding estimates and representing 7.7% year-over-year revenue growth. Zacks momentum analysis
Neutral Sentiment: Brand and operational publicity: The company was named to PEOPLE’s 2026 Companies That Care list for the sixth consecutive year, while coverage highlighted its menu innovation and Italian sister chain. These developments may support employee retention and brand awareness, but they have limited immediate earnings impact. Companies That Care announcement
Negative Sentiment: Insider selling and valuation risk: President David Gordon reportedly sold about $3.5 million of CAKE shares, and director Edie Ames sold an additional 3,000 shares amid the rally. Ames also reported a smaller purchase, but the larger sales may temper enthusiasm. CAKE’s elevated valuation and analyst consensus “Hold” rating—with an average price target below recent trading levels—also suggest that substantial optimism may already be priced in. CAKE insider selling report

Cheesecake Factory Company Profile

(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.