Edgestream Partners L.P. Sells 38,154 Shares of The Cheesecake Factory Incorporated $CAKE

Edgestream Partners L.P. lessened its position in shares of The Cheesecake Factory Incorporated (NASDAQ:CAKE) by 30.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 85,424 shares of the restaurant operator’s stock after selling 38,154 shares during the quarter. Edgestream Partners L.P.’s holdings in Cheesecake Factory were worth $4,677,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Salomon & Ludwin LLC increased its position in Cheesecake Factory by 226.5% in the fourth quarter. Salomon & Ludwin LLC now owns 604 shares of the restaurant operator’s stock worth $33,000 after purchasing an additional 419 shares during the period. Global Retirement Partners LLC raised its holdings 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 purchasing an additional 622 shares during the last quarter. NFSG Corp lifted its position 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 purchasing an additional 366 shares during the period. Root Financial Partners LLC lifted its position 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 purchasing an additional 798 shares during the period. Finally, Arax Advisory Partners bought a new position in shares of Cheesecake Factory in the 4th quarter valued at about $50,000. Institutional investors own 94.48% of the company’s stock.

Cheesecake Factory Stock Up 0.1%

Cheesecake Factory stock opened at $101.42 on Friday. The firm has a market capitalization of $5.04 billion, a price-to-earnings ratio of 27.49, a PEG ratio of 1.85 and a beta of 1.01. The company’s 50 day simple moving average is $77.60 and its 200 day simple moving average is $66.16. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.59 and a quick ratio of 0.53. The Cheesecake Factory Incorporated has a fifty-two week low of $43.07 and a fifty-two week high of $103.33.

Cheesecake Factory (NASDAQ:CAKE) last posted its earnings results on Tuesday, July 28th. The restaurant operator reported $1.44 earnings per share for the quarter, topping the consensus estimate of $1.18 by $0.26. The company had revenue of $1.03 billion for the quarter, compared to analyst estimates of $999.54 million. Cheesecake Factory had a net margin of 4.61% and a return on equity of 45.94%. The business’s revenue for the quarter was up 7.7% compared to the same quarter last year. During the same period last year, the business posted $1.16 earnings per share. As a group, sell-side analysts anticipate that The Cheesecake Factory Incorporated will post 4.38 EPS for the current year.

Cheesecake Factory Dividend Announcement

The firm 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. This represents a $1.20 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, August 11th. Cheesecake Factory’s dividend payout ratio (DPR) is presently 32.52%.

Insider Buying and Selling

In other Cheesecake Factory news, CFO Matthew Eliot Clark sold 68,900 shares of Cheesecake Factory stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $99.30, for a total transaction of $6,841,770.00. Following the transaction, the chief financial officer directly owned 45,109 shares in the company, valued at approximately $4,479,323.70. The trade was a 60.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Ashley W. Hanscom sold 3,500 shares of the business’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $100.00, for a total value of $350,000.00. Following the completion of the transaction, the insider directly owned 7,541 shares of the company’s stock, valued at approximately $754,100. The trade was a 31.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 74,890 shares of company stock valued at $7,353,371. 8.00% of the stock is owned by company insiders.

More Cheesecake Factory News

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

• Positive Sentiment: Record quarterly performance: Cheesecake Factory reported its first quarter with revenue above $1 billion, alongside earnings and revenue that exceeded Wall Street expectations. Revenue increased 7.7% year over year, reinforcing the view that stronger traffic and execution are driving the core brand. Cheesecake Factory quarterly revenues surpass $1B for the first time
• Positive Sentiment: Improved analyst outlook: Zacks added CAKE to its Rank #1, or “Strong Buy,” list, citing favorable earnings-estimate revisions. A separate analysis said stronger namesake-brand traffic, menu innovation, digital engagement and brand expansion could support continued growth. Why Cheesecake Factory Might Be Well Poised for a Surge
• Positive Sentiment: Broader bullish sentiment: Seeking Alpha upgraded the stock to Buy after noting improved core traffic, while Stephens and Robert W. Baird raised their price targets. These actions reinforce investor confidence following the earnings beat. The Cheesecake Factory: Core Traffic Improved
• Neutral Sentiment: Customer engagement initiatives: National Cheesecake Day promotions, including half-price slices and a new brownie-toffee flavor, may support near-term traffic and brand visibility, but their effect on earnings is likely limited. The Cheesecake Factory celebrates National Cheesecake Day
• Negative Sentiment: Large insider sale: CFO Matthew Eliot Clark sold 68,900 shares for approximately $6.8 million after exercising options, reducing his direct stake by about 60%. Another insider sold 3,500 shares for $350,000. The transactions may raise caution because they occurred near record highs, although insider sales can also reflect diversification or scheduled compensation activity. What This Cheesecake Factory Insider Sale Means
• Negative Sentiment: Valuation and execution risks: CAKE has more than doubled during 2026, making its valuation richer. Investors are also watching softer North Italia demand and inflation-driven margin pressure, which could challenge the sustainability of the rally. Is CAKE Stock Still Attractive After Its Powerful 2026 Rally?

Analyst Upgrades and Downgrades

CAKE has been the subject of several analyst reports. Weiss Ratings upgraded shares of Cheesecake Factory from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, July 14th. Stephens restated a “positive” rating on shares of Cheesecake Factory in a report on Wednesday. Argus raised their price objective on shares of Cheesecake Factory from $72.00 to $110.00 and gave the company a “buy” rating in a research note on Thursday. Bank of America lifted their target price on shares of Cheesecake Factory from $66.00 to $79.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $68.00 target price on shares of Cheesecake Factory in a report on Thursday, April 30th. Five investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Cheesecake Factory presently has an average rating of “Hold” and an average target price of $79.81.

About Cheesecake Factory

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.