Yelp Inc. $YELP Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. lessened its holdings in shares of Yelp Inc. (NYSE:YELP) by 2.0% during the fourth quarter, HoldingsChannel reports. The fund owned 8,236,074 shares of the local business review company’s stock after selling 166,274 shares during the period. Vanguard Group Inc. owned about 0.13% of Yelp worth $250,294,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. LSV Asset Management grew its holdings in Yelp by 14.8% during the third quarter. LSV Asset Management now owns 2,402,938 shares of the local business review company’s stock worth $74,972,000 after acquiring an additional 309,173 shares during the period. Dimensional Fund Advisors LP grew its holdings in Yelp by 4.5% during the third quarter. Dimensional Fund Advisors LP now owns 2,070,236 shares of the local business review company’s stock worth $64,592,000 after acquiring an additional 88,860 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in Yelp by 8.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,976,150 shares of the local business review company’s stock worth $61,656,000 after acquiring an additional 151,354 shares during the period. Ameriprise Financial Inc. grew its holdings in Yelp by 7.0% during the second quarter. Ameriprise Financial Inc. now owns 1,501,764 shares of the local business review company’s stock worth $51,458,000 after acquiring an additional 98,303 shares during the period. Finally, Allianz Asset Management GmbH grew its holdings in Yelp by 35.4% during the third quarter. Allianz Asset Management GmbH now owns 925,898 shares of the local business review company’s stock worth $28,888,000 after acquiring an additional 241,963 shares during the period. Institutional investors and hedge funds own 90.11% of the company’s stock.

Yelp Trading Down 5.1%

NYSE YELP opened at $27.04 on Friday. The business’s 50-day moving average price is $25.55 and its 200 day moving average price is $27.59. The company has a market capitalization of $1.61 billion, a PE ratio of 12.35, a price-to-earnings-growth ratio of 0.72 and a beta of 0.53. Yelp Inc. has a twelve month low of $19.60 and a twelve month high of $41.22.

Yelp (NYSE:YELP) last released its quarterly earnings data on Thursday, May 7th. The local business review company reported $0.30 EPS for the quarter, topping analysts’ consensus estimates of $0.26 by $0.04. The company had revenue of $361.46 million for the quarter, compared to the consensus estimate of $353.47 million. Yelp had a return on equity of 19.51% and a net margin of 9.47%.The company’s quarterly revenue was up .8% compared to the same quarter last year. During the same period last year, the business posted $0.36 EPS. Equities analysts predict that Yelp Inc. will post 2.02 EPS for the current year.

Insider Transactions at Yelp

In other news, insider Craig Saldanha sold 1,200 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $24.72, for a total value 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Dan Jedda sold 1,464 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $21.02, for a total value of $30,773.28. Following the completion of the sale, the director owned 17,100 shares of the company’s stock, valued at approximately $359,442. This trade represents a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 28,864 shares of company stock worth $723,573 in the last three months. 8.30% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on YELP shares. Zacks Research lowered Yelp from a “hold” rating to a “strong sell” rating in a report on Wednesday, April 15th. Weiss Ratings lowered Yelp from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, February 11th. Wall Street Zen lowered Yelp from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. The Goldman Sachs Group lowered their target price on Yelp from $33.00 to $25.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th. Finally, Robert W. Baird set a $28.00 price objective on Yelp in a research report on Friday. One investment analyst has rated the stock with a Buy rating, three have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, Yelp has an average rating of “Reduce” and a consensus price target of $29.38.

Trending Headlines about Yelp

Here are the key news stories impacting Yelp this week:

• Positive Sentiment: Yelp beat Q1 expectations, reporting $0.30 EPS versus $0.26 expected and $361.46 million in revenue versus $353.47 million estimated, helped by stronger other revenue and broader adoption of its Assistant tools. Article Title
• Positive Sentiment: Yelp said it is advancing its AI transformation, which may support future product improvements and monetization if adoption continues. Article Title
• Neutral Sentiment: JPMorgan raised its price target on Yelp to $26 from $22 but kept a neutral rating, suggesting the stock may still have limited upside from current levels. Article Title
• Neutral Sentiment: The company’s Q1 earnings call transcript and related coverage indicate investors are focusing on whether revenue growth can outpace expense pressure in coming quarters. Article Title
• Negative Sentiment: Despite the earnings beat, Q1 EPS declined from a year ago and costs rose, which may be pressuring sentiment around profitability. Article Title
• Negative Sentiment: Yelp’s FY2026 revenue guidance appears roughly in line with consensus, but the lack of a clearly stronger outlook may be limiting enthusiasm for the stock. Article Title

About Yelp

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.