Cheesecake Factory (CAKE) – Research Analysts’ Weekly Ratings Changes

Cheesecake Factory (NASDAQ: CAKE) recently received a number of ratings updates from brokerages and research firms:

• 10/15/2026 – Cheesecake Factory had its price target raised by Stephens from $93.00 to $100.00. They now have an “equal weight” rating on the stock.
• 10/15/2026 – Cheesecake Factory had its price target raised by Morgan Stanley from $80.00 to $87.00. They now have an “equal weight” rating on the stock.
• 10/14/2026 – Cheesecake Factory had its price target raised by Citigroup Inc. from $104.00 to $128.00. They now have a “buy” rating on the stock.
• 10/8/2026 – Cheesecake Factory was upgraded by Weiss Ratings from “buy (b)” to “buy (b+)”.
• 10/6/2026 – Cheesecake Factory had its price target raised by Oppenheimer Holdings, Inc. from $101.00 to $122.00. They now have an “outperform” rating on the stock.
• 9/15/2026 – Cheesecake Factory had its price target raised by Wells Fargo & Company from $90.00 to $105.00. They now have an “equal weight” rating on the stock.
• 8/26/2026 – Cheesecake Factory had its price target raised by JPMorgan Chase & Co. from $92.00 to $105.00. They now have a “neutral” rating on the stock.
• 8/24/2026 – Cheesecake Factory was upgraded by Robert W. Baird to “hold”.

Cheesecake Factory Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, August 25th. Shareholders of record on Tuesday, August 11th were issued a dividend of $0.30 per share. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $1.20 dividend on an annualized basis and a yield of 1.0%. Cheesecake Factory’s dividend payout ratio is currently 32.52%.

Insider Transactions at Cheesecake Factory

In other Cheesecake Factory news, insider Ashley Hanscom sold 3,500 shares of the stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $100.00, for a total value of $350,000.00. Following the transaction, the insider owned 7,541 shares of the company’s stock, valued at approximately $754,100. This represents a 31.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Scarlett May sold 7,978 shares of Cheesecake Factory stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $102.66, for a total value of $819,021.48. Following the transaction, the executive vice president owned 18,241 shares in the company, valued at $1,872,621.06. This trade represents a 30.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 213,749 shares of company stock worth $22,301,899 over the last ninety days. 8.00% of the stock is currently owned by insiders.

The Cheesecake Factory Incorporated is a restaurant company best known for The Cheesecake Factory, a full-service casual dining brand offering an extensive menu of American and international-inspired dishes, along with a broad selection of cheesecakes and other desserts. The company also operates North Italia, an Italian restaurant concept, and owns Fox Restaurant Concepts, which develops and operates additional restaurant brands, including Flower Child and Culinary Dropout.

The company was founded by David Overton, who opened the first Cheesecake Factory restaurant in Beverly Hills, California, in 1978 after his parents began a cheesecake business.