Yelp Inc. $YELP Shares Purchased by LSV Asset Management

LSV Asset Management boosted its position in shares of Yelp Inc. (NYSE:YELP) by 14.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,402,938 shares of the local business review company’s stock after purchasing an additional 309,173 shares during the quarter. LSV Asset Management owned approximately 3.81% of Yelp worth $74,972,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Bfsg LLC increased its position in shares of Yelp by 110.3% in the third quarter. Bfsg LLC now owns 839 shares of the local business review company’s stock valued at $26,000 after buying an additional 440 shares in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in Yelp in the 2nd quarter valued at about $28,000. MAI Capital Management increased its holdings in Yelp by 1,102.0% during the 2nd quarter. MAI Capital Management now owns 1,202 shares of the local business review company’s stock valued at $41,000 after acquiring an additional 1,102 shares in the last quarter. Strs Ohio purchased a new position in Yelp during the 1st quarter valued at about $56,000. Finally, Advisors Asset Management Inc. raised its position in Yelp by 14.5% during the second quarter. Advisors Asset Management Inc. now owns 3,056 shares of the local business review company’s stock worth $105,000 after acquiring an additional 386 shares during the last quarter. Institutional investors and hedge funds own 90.11% of the company’s stock.

Insider Activity

In other news, insider Craig Saldanha sold 1,200 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $27.40, for a total transaction of $32,880.00. Following the completion of the transaction, the insider owned 190,879 shares of the company’s stock, valued at $5,230,084.60. This represents a 0.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Jeremy Stoppelman sold 6,200 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $24.20, for a total transaction of $150,040.00. Following the transaction, the chief executive officer owned 964,827 shares in the company, valued at approximately $23,348,813.40. The trade was a 0.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 261,106 shares of company stock valued at $7,260,184 in the last 90 days. 8.00% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts have recently commented on YELP shares. Morgan Stanley lowered their price target on shares of Yelp from $30.00 to $28.00 and set an “underweight” rating on the stock in a research report on Tuesday, January 13th. Evercore reduced their target price on Yelp from $45.00 to $38.00 and set an “outperform” rating on the stock in a research note on Monday, November 10th. JPMorgan Chase & Co. lowered their target price on Yelp from $33.00 to $30.00 and set a “neutral” rating on the stock in a report on Monday, November 10th. UBS Group set a $28.00 price target on Yelp in a research report on Tuesday, January 13th. Finally, Weiss Ratings cut Yelp from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, two have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $31.29.

Yelp Stock Performance

Shares of YELP opened at $22.72 on Friday. Yelp Inc. has a fifty-two week low of $22.19 and a fifty-two week high of $41.22. The company has a market capitalization of $1.40 billion, a PE ratio of 10.05, a price-to-earnings-growth ratio of 0.43 and a beta of 0.55. The stock has a fifty day moving average of $28.73 and a two-hundred day moving average of $30.52.

Yelp (NYSE:YELP) last posted its quarterly earnings data on Thursday, February 12th. The local business review company reported $0.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.47 by $0.14. The business had revenue of $359.99 million for the quarter, compared to analysts’ expectations of $358.70 million. Yelp had a return on equity of 20.33% and a net margin of 10.23%.The business’s revenue was down .5% on a year-over-year basis. During the same quarter last year, the firm earned $0.62 earnings per share. As a group, equities research analysts forecast that Yelp Inc. will post 2.22 earnings per share for the current fiscal year.

Key Stories Impacting Yelp

Here are the key news stories impacting Yelp this week:

• Positive Sentiment: Q4 earnings beat — Yelp reported $0.61 EPS vs. consensus $0.47 and slightly beat revenue estimates ($359.99M vs. ~$358.7M), showing profitability and margin resilience for the quarter. Yelp (YELP) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Full-year results: Yelp said it delivered record net revenue in 2025 and is accelerating investment in AI and product innovation — a structural positive if those investments drive monetization and Services growth. Yelp Delivers Record Net Revenue in 2025—BusinessWire
• Positive Sentiment: Platform engagement/PR: Several articles highlight restaurants landing on Yelp’s Top 100 lists (local content and engagement that can support ad and services demand). These items are modestly positive for brand and local relevance. MeeshMeesh Mediterranean lands on Yelp top 100 list
• Neutral Sentiment: Key-metrics context — deeper metric comparisons show mixed trends (some line-item beats but revenue down ~0.5% YoY for the quarter), so headline beats mask underlying softness in local ad demand. Yelp (YELP) Q4 Earnings: How Key Metrics Compare
• Neutral Sentiment: Analyst stance — broker consensus remains a “Hold,” reflecting balanced views on near-term execution vs. long-term opportunity from AI and product improvements. Yelp Inc. Receives Consensus Recommendation of Hold
• Neutral Sentiment: FY2026 guidance: the company updated FY guidance but commentary/figures published alongside results were ambiguous in places; investors will focus on management’s upcoming detail on revenue cadence and AI investment ROI. (See earnings release/slide deck for details.)
• Negative Sentiment: Revenue pressure & competition risk — coverage flagged a revenue decline and warned AI-driven competition and product risks ahead, which raises concern about sustaining ad revenue growth as the market changes. Yelp faces earnings test with revenue decline, AI competition ahead
• Negative Sentiment: Market reaction — despite the EPS beat, the stock dropped on the day of results, suggesting investors were disappointed by the lack of stronger revenue growth or clearer near-term guidance; elevated volume indicates the move had conviction. Yelp reports Q4 in line but stock drops

Yelp Profile

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.