The Cheesecake Factory Incorporated (NASDAQ:CAKE) Increases Dividend to $0.30 Per Share

The Cheesecake Factory Incorporated (NASDAQ:CAKE) declared a quarterly dividend on Wednesday, February 18th. Shareholders of record on Wednesday, March 4th will be paid a dividend of 0.30 per share by the restaurant operator on Tuesday, March 17th. This represents a c) dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Wednesday, March 4th. This is a 11.1% increase from Cheesecake Factory’s previous quarterly dividend of $0.27.

Cheesecake Factory has decreased its dividend payment by an average of 0.0%per year over the last three years. Cheesecake Factory has a dividend payout ratio of 26.5% indicating that its dividend is sufficiently covered by earnings. Research analysts expect Cheesecake Factory to earn $4.10 per share next year, which means the company should continue to be able to cover its $1.08 annual dividend with an expected future payout ratio of 26.3%.

Cheesecake Factory Price Performance

Shares of NASDAQ:CAKE opened at $64.07 on Thursday. The company has a market cap of $3.19 billion, a P/E ratio of 19.42, a P/E/G ratio of 1.58 and a beta of 1.02. The company has a quick ratio of 0.47, a current ratio of 0.55 and a debt-to-equity ratio of 1.32. Cheesecake Factory has a 52 week low of $42.69 and a 52 week high of $69.70. The business has a fifty day simple moving average of $56.50 and a 200-day simple moving average of $55.05.

Cheesecake Factory (NASDAQ:CAKE) last released its earnings results on Wednesday, February 18th. The restaurant operator reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. The firm had revenue of $961.56 million for the quarter, compared to the consensus estimate of $949.03 million. Cheesecake Factory had a return on equity of 46.35% and a net margin of 4.33%.The firm’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.04 earnings per share. Equities research analysts forecast that Cheesecake Factory will post 3.71 EPS for the current year.

Cheesecake Factory News Roundup

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

• Positive Sentiment: Company raised its quarterly dividend to $0.30 (an ~11.1% increase) and boosted share‑repurchase authorization — a shareholder‑friendly move that increases cash return visibility. Boosts Dividend and Buyback Authorization
• Positive Sentiment: Management guided FY‑2026 revenue toward ~$3.9B and Q1 revenue to $955–$970M (roughly in line to slightly above Street revenue expectations), which supports top‑line stability. The Cheesecake Factory Reports Results for Fourth Quarter of Fiscal 2025
• Positive Sentiment: Reported quarterly revenue (~$961.6M) topped consensus and headline EPS beat estimates (company reported $1.00 EPS vs. $0.98 consensus on several reports), giving some fundamental support despite mixed underlying metrics. Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Independent analyst support: William Blair reaffirmed a Buy, citing resilient fundamentals and margin strength — a vote of confidence that can help underpin the rally. Buy Rating Maintained
• Positive Sentiment: Company signaled growth plans (up to ~26 new units in 2026) alongside the dividend/buyback moves — expansion plus capital returns can be viewed positively by growth/value investors. Growth & Capital Return Signal
• Neutral Sentiment: Wells Fargo maintained a Hold, noting balanced risk/reward given the company’s premium valuation and mixed traffic trends — a reminder that upside may be limited absent sustained sales improvement. Hold Rating
• Neutral Sentiment: Management will present at the Raymond James institutional conference (March 3) and released full earnings materials/transcript, giving investors more access to management tone and outlook. Conference Presentation
• Negative Sentiment: Comparable‑sales at the namesake Cheesecake Factory brand declined and operating profit/net income fell year‑over‑year, which pressured the stock right after the print as investors focused on traffic and margin pressures. Comparable Sales Decline
• Negative Sentiment: Multiple outlets highlighted lower quarterly profit and a “challenging” operating environment; those fundamentals-driven concerns explain why some investors sold shares despite the buyback/dividend news. Challenging Operating Environment
• Negative Sentiment: Viral social media content about kitchen activity got attention and could be a short‑term reputational headwind (small but worth monitoring). Viral Video

Cheesecake Factory Company Profile

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.