Headwater Capital Co Ltd Buys Shares of 150,000 Yelp Inc. $YELP

Posted by Brenda Bartman on Jun 12th, 2026

Headwater Capital Co Ltd bought a new stake in Yelp Inc. (NYSE:YELP – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm bought 150,000 shares of the local business review company’s stock, valued at approximately $4,558,000. Yelp makes up about 0.9% of Headwater Capital Co Ltd’s holdings, making the stock its 17th biggest holding.

Other hedge funds also recently added to or reduced their stakes in the company. CIBC Private Wealth Group LLC lifted its stake in Yelp by 100.0% in the third quarter. CIBC Private Wealth Group LLC now owns 892 shares of the local business review company’s stock valued at $28,000 after buying an additional 446 shares during the last quarter. Fifth Third Bancorp lifted its stake in Yelp by 70.4% in the fourth quarter. Fifth Third Bancorp now owns 1,159 shares of the local business review company’s stock valued at $35,000 after buying an additional 479 shares during the last quarter. Hantz Financial Services Inc. raised its stake in shares of Yelp by 181.3% during the fourth quarter. Hantz Financial Services Inc. now owns 1,297 shares of the local business review company’s stock valued at $39,000 after purchasing an additional 836 shares in the last quarter. Strs Ohio bought a new stake in shares of Yelp during the first quarter valued at about $56,000. Finally, Hudson Bay Capital Management LP bought a new stake in shares of Yelp during the third quarter valued at about $55,000. 90.11% of the stock is currently owned by institutional investors.

Yelp Price Performance

Shares of NYSE YELP opened at $22.99 on Friday. Yelp Inc. has a fifty-two week low of $19.60 and a fifty-two week high of $36.33. The firm’s 50-day simple moving average is $25.11 and its 200 day simple moving average is $26.20. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.21. The stock has a market cap of $1.26 billion, a P/E ratio of 10.50, a P/E/G ratio of 2.60 and a beta of 0.47.

Yelp (NYSE:YELP – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The local business review company reported $0.30 EPS for the quarter, topping the consensus estimate of $0.26 by $0.04. Yelp had a net margin of 9.47% and a return on equity of 20.19%. The firm had revenue of $361.46 million for the quarter, compared to analysts’ expectations of $353.47 million. During the same period in the previous year, the business earned $0.36 earnings per share. Yelp’s revenue for the quarter was up .8% compared to the same quarter last year. Equities analysts expect that Yelp Inc. will post 1.85 EPS for the current year.

Insiders Place Their Bets

In other Yelp news, CFO David A. Schwarzbach sold 7,500 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $26.60, for a total value of $199,500.00. Following the sale, the chief financial officer directly owned 209,300 shares in the company, valued at approximately $5,567,380. The trade was a 3.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Craig Saldanha sold 1,200 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $24.72, for a total transaction of $29,664.00. Following the completion of the sale, the insider owned 267,835 shares in the company, valued at approximately $6,620,881.20. This trade represents a 0.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 33,707 shares of company stock worth $819,145. 8.30% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on YELP shares. JPMorgan Chase & Co. lifted their price objective on shares of Yelp from $22.00 to $26.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Evercore set a $30.00 price objective on shares of Yelp in a research note on Monday, May 11th. The Goldman Sachs Group cut their price objective on shares of Yelp from $33.00 to $25.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 17th. Zacks Research upgraded shares of Yelp from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 14th. Finally, Morgan Stanley cut their price objective on shares of Yelp from $28.00 to $24.00 and set an “underweight” rating on the stock in a research note on Friday, May 15th. One equities research analyst has rated the stock with a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Yelp has a consensus rating of “Reduce” and an average price target of $27.88.

View Our Latest Research Report on YELP

Yelp Company Profile

(Free Report)

Yelp is a digital platform that connects consumers with local businesses through user-generated reviews, ratings and multimedia content. The company’s flagship offerings include the Yelp website and mobile applications for iOS and Android, where users can search for and discover restaurants, shops, service providers and other points of interest. In addition to crowd-sourced reviews and photographs, Yelp provides business profile pages featuring hours, contact information, menus and direct messaging capabilities.

Yelp generates revenue primarily through advertising services sold to small and medium-sized enterprises.