UBS Group AG Grows Position in Yelp Inc. $YELP

UBS Group AG boosted its position in Yelp Inc. (NYSE:YELP) by 20.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 875,826 shares of the local business review company’s stock after purchasing an additional 151,641 shares during the quarter. UBS Group AG’s holdings in Yelp were worth $26,616,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Stratos Wealth Advisors LLC bought a new position in Yelp in the third quarter worth about $2,207,000. Assenagon Asset Management S.A. bought a new position in Yelp in the fourth quarter worth about $3,348,000. Allianz Asset Management GmbH raised its holdings in Yelp by 35.4% in the third quarter. Allianz Asset Management GmbH now owns 925,898 shares of the local business review company’s stock worth $28,888,000 after purchasing an additional 241,963 shares in the last quarter. SG Americas Securities LLC raised its holdings in Yelp by 858.9% in the fourth quarter. SG Americas Securities LLC now owns 44,476 shares of the local business review company’s stock worth $1,352,000 after purchasing an additional 39,838 shares in the last quarter. Finally, Summit Global Investments bought a new position in Yelp in the third quarter worth about $1,185,000. 90.11% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on YELP shares. Weiss Ratings downgraded shares of Yelp from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, February 11th. Robert W. Baird set a $28.00 target price on Yelp in a research report on Friday. The Goldman Sachs Group lowered their price target on Yelp from $33.00 to $25.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. JPMorgan Chase & Co. raised their price target on Yelp from $22.00 to $26.00 and gave the stock a “neutral” rating in a report on Friday. Finally, Wall Street Zen downgraded shares of Yelp from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. One equities research analyst has rated the stock with a Buy rating, three have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, Yelp currently has a consensus rating of “Reduce” and a consensus target price of $29.38.

Insider Buying and Selling at Yelp

In other news, CFO David A. Schwarzbach sold 7,500 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $26.60, for a total value of $199,500.00. Following the sale, the chief financial officer directly owned 209,300 shares of the company’s stock, valued at $5,567,380. This represents a 3.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Craig Saldanha sold 1,200 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $24.72, for a total transaction of $29,664.00. Following the completion of the sale, the insider directly owned 267,835 shares in the company, valued at $6,620,881.20. This trade represents a 0.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 28,864 shares of company stock worth $723,573. Company insiders own 8.30% of the company’s stock.

Key Headlines Impacting Yelp

Here are the key news stories impacting Yelp this week:

• Positive Sentiment: Yelp beat Q1 expectations, reporting $0.30 EPS versus $0.26 expected and $361.46 million in revenue versus $353.47 million estimated, helped by stronger other revenue and broader adoption of its Assistant tools. Article Title
• Positive Sentiment: Yelp said it is advancing its AI transformation, which may support future product improvements and monetization if adoption continues. Article Title
• Neutral Sentiment: JPMorgan raised its price target on Yelp to $26 from $22 but kept a neutral rating, suggesting the stock may still have limited upside from current levels. Article Title
• Neutral Sentiment: The company’s Q1 earnings call transcript and related coverage indicate investors are focusing on whether revenue growth can outpace expense pressure in coming quarters. Article Title
• Negative Sentiment: Despite the earnings beat, Q1 EPS declined from a year ago and costs rose, which may be pressuring sentiment around profitability. Article Title
• Negative Sentiment: Yelp’s FY2026 revenue guidance appears roughly in line with consensus, but the lack of a clearly stronger outlook may be limiting enthusiasm for the stock. Article Title

Yelp Stock Performance

YELP opened at $27.04 on Monday. Yelp Inc. has a 52-week low of $19.60 and a 52-week high of $41.22. The company has a quick ratio of 2.99, a current ratio of 1.74 and a debt-to-equity ratio of 0.21. The company has a market cap of $1.61 billion, a P/E ratio of 12.35, a price-to-earnings-growth ratio of 0.68 and a beta of 0.53. The firm’s 50-day moving average price is $25.55 and its 200-day moving average price is $27.59.

Yelp (NYSE:YELP) last posted its quarterly earnings data on Thursday, May 7th. The local business review company reported $0.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.26 by $0.04. Yelp had a net margin of 9.47% and a return on equity of 20.19%. The firm had revenue of $361.46 million for the quarter, compared to the consensus estimate of $353.47 million. During the same quarter in the prior year, the company posted $0.36 earnings per share. The company’s revenue for the quarter was up .8% compared to the same quarter last year. As a group, equities analysts anticipate that Yelp Inc. will post 2.02 EPS for the current fiscal year.

Yelp Company 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.