Insider Selling: Yelp (NYSE:YELP) CEO Sells 30,000 Shares of Stock

Yelp Inc. (NYSE:YELP) CEO Jeremy Stoppelman sold 30,000 shares of the stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $28.74, for a total value of $862,200.00. Following the transaction, the chief executive officer directly owned 756,458 shares of the company’s stock, valued at approximately $21,740,602.92. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Jeremy Stoppelman also recently made the following trade(s):

• On Tuesday, January 20th, Jeremy Stoppelman sold 30,000 shares of Yelp stock. The shares were sold at an average price of $28.07, for a total value of $842,100.00.
• On Friday, January 16th, Jeremy Stoppelman sold 30,000 shares of Yelp stock. The shares were sold at an average price of $28.48, for a total value of $854,400.00.

Yelp Trading Down 3.2%

YELP stock traded down $0.94 during trading hours on Friday, hitting $28.22. 1,001,796 shares of the stock traded hands, compared to its average volume of 915,053. The stock has a 50-day simple moving average of $29.69 and a 200 day simple moving average of $31.46. The company has a market cap of $1.74 billion, a P/E ratio of 12.49, a P/E/G ratio of 0.53 and a beta of 0.55. Yelp Inc. has a one year low of $27.29 and a one year high of $41.72.

Yelp (NYSE:YELP) last issued its quarterly earnings results on Thursday, November 6th. The local business review company reported $0.61 EPS for the quarter, topping the consensus estimate of $0.47 by $0.14. Yelp had a net margin of 10.23% and a return on equity of 20.33%. The firm had revenue of $376.04 million for the quarter, compared to analysts’ expectations of $368.39 million. During the same period in the previous year, the business earned $0.56 earnings per share. Yelp’s revenue for the quarter was up 4.4% compared to the same quarter last year. Analysts forecast that Yelp Inc. will post 2.22 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of Yelp in a research report on Friday, January 9th. UBS Group set a $28.00 target price on shares of Yelp in a research report on Tuesday, January 13th. Wall Street Zen raised shares of Yelp from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Jefferies Financial Group upped their price target on shares of Yelp from $31.00 to $32.00 and gave the stock a “hold” rating in a research note on Thursday, December 11th. Finally, The Goldman Sachs Group set a $33.00 price objective on Yelp in a report on Tuesday, October 14th. One investment analyst has rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Yelp presently has a consensus rating of “Reduce” and an average price target of $31.29.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in YELP. Robeco Institutional Asset Management B.V. grew its position in Yelp by 56.7% during the fourth quarter. Robeco Institutional Asset Management B.V. now owns 653,818 shares of the local business review company’s stock worth $19,870,000 after buying an additional 236,568 shares in the last quarter. Signaturefd LLC grew its holdings in shares of Yelp by 76.5% during the 4th quarter. Signaturefd LLC now owns 2,097 shares of the local business review company’s stock worth $64,000 after purchasing an additional 909 shares in the last quarter. Sovran Advisors LLC bought a new stake in shares of Yelp during the fourth quarter valued at approximately $1,090,000. Stratos Wealth Advisors LLC raised its stake in shares of Yelp by 33.5% in the fourth quarter. Stratos Wealth Advisors LLC now owns 94,461 shares of the local business review company’s stock valued at $2,871,000 after purchasing an additional 23,722 shares in the last quarter. Finally, Blue Trust Inc. raised its stake in shares of Yelp by 16.1% in the fourth quarter. Blue Trust Inc. now owns 4,458 shares of the local business review company’s stock valued at $135,000 after purchasing an additional 617 shares in the last quarter. Institutional investors and hedge funds own 90.11% of the company’s stock.

More Yelp News

Here are the key news stories impacting Yelp this week:

• Positive Sentiment: Yelp announced it will acquire Hatch, an AI-powered lead-management/customer-communication platform, in a deal reported around $270M–$300M — a strategic push to embed AI into Yelp’s local-business offerings and boost monetization of service-business listings. This could accelerate revenue growth and improve lead conversion for advertisers if integration succeeds. Yelp to Buy Hatch for $270M in Cash Yelp Purchasing AI Lead Management Platform Hatch for $300 Million
• Positive Sentiment: Analyst/style-score coverage from Zacks labels Yelp as a top-ranked growth stock, highlighting attractive growth metrics and screen-based endorsements that can draw investor interest and institutional attention. Yelp (YELP) is a Top-Ranked Growth Stock: Should You Buy?
• Positive Sentiment: Zacks also profiles Yelp as a strong value stock on style-score screens, noting valuation and profitability metrics (helpful context for investors balancing growth and value exposures). Here’s Why Yelp (YELP) is a Strong Value Stock
• Neutral Sentiment: Yelp released its 2026 “Top 100 Places to Eat” list (and related local/regional coverage). These annual lists drive consumer engagement and media attention, supporting ad inventory demand and brand reach — a modest, recurring positive for traffic and local-ad sales. Yelp Announces its 2026 Top 100 Places to Eat in the United States
• Negative Sentiment: Insider activity: CEO Jeremy Stoppelman sold 30,000 shares recently. While insider sales are often routine, the market sometimes treats them as a negative signal about insider conviction or as added share supply near a news event. Jeremy Stoppelman Sells 30,000 Shares of Yelp (NYSE:YELP) Stock

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.