Cheesecake Factory (CAKE) – Investment Analysts’ Weekly Ratings Changes

Several analysts have recently updated their ratings and price targets for Cheesecake Factory (NASDAQ: CAKE):

• 10/29/2026 – Cheesecake Factory had its “outperform” rating reaffirmed by William Blair.
• 10/28/2026 – Cheesecake Factory was given a new $116.00 price target by Wells Fargo & Company.
• 10/28/2026 – Cheesecake Factory was downgraded by Zacks Research from “strong-buy” to “hold”.
• 10/28/2026 – Cheesecake Factory was upgraded by Freedom Capital from “hold” to “strong-buy”.
• 10/28/2026 – Cheesecake Factory had its price target lowered by Citigroup from $128.00 to $127.00. They now have a “buy” rating on the stock.
• 10/28/2026 – Cheesecake Factory had its “equal weight” rating reaffirmed by Stephens. They now have a $100.00 price target on the stock.
• 10/23/2026 – Cheesecake Factory had its price target raised by UBS Group from $60.00 to $80.00. They now have a “sell” rating on the stock.
• 10/23/2026 – Cheesecake Factory had its price target raised by Mizuho from $93.00 to $110.00. They now have a “neutral” rating on the stock.
• 10/22/2026 – Cheesecake Factory had its price target raised by Robert W. Baird from $105.00 to $120.00. They now have a “neutral” rating on the stock.
• 10/21/2026 – Cheesecake Factory had its price target raised by Wells Fargo & Company from $105.00 to $110.00. They now have an “equal weight” rating on the stock.
• 10/15/2026 – Cheesecake Factory had its price target raised by Stephens from $93.00 to $100.00. They now have an “equal weight” rating on the stock.
• 10/15/2026 – Cheesecake Factory had its price target raised by Morgan Stanley from $80.00 to $87.00. They now have an “equal weight” rating on the stock.
• 10/14/2026 – Cheesecake Factory had its price target raised by Citigroup from $104.00 to $128.00. They now have a “buy” rating on the stock.
• 10/8/2026 – Cheesecake Factory was upgraded by Weiss Ratings from “buy (b)” to “buy (b+)”.
• 10/6/2026 – Cheesecake Factory had its price target raised by Oppenheimer from $101.00 to $122.00. They now have an “outperform” rating on the stock.
• 9/15/2026 – Cheesecake Factory had its price target raised by Wells Fargo & Company from $90.00 to $105.00. They now have an “equal weight” rating on the stock.

Cheesecake Factory Stock Up 4.9%

Shares of NASDAQ:CAKE traded up $5.41 during midday trading on Wednesday, reaching $115.63. 1,198,570 shares of the company were exchanged, compared to its average volume of 1,426,073. The firm has a market cap of $5.75 billion, a PE ratio of 27.40, a P/E/G ratio of 1.64 and a beta of 1.14. The Cheesecake Factory Incorporated has a fifty-two week low of $43.07 and a fifty-two week high of $118.63. The stock has a fifty day simple moving average of $107.93 and a two-hundred day simple moving average of $80.20. The company has a quick ratio of 0.52, a current ratio of 0.59 and a debt-to-equity ratio of 1.08.

Cheesecake Factory (NASDAQ:CAKE) last released its quarterly earnings results on Tuesday, October 27th. The restaurant operator reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.96 by $0.06. The firm had revenue of $1.03 billion for the quarter, compared to the consensus estimate of $1.01 billion. Cheesecake Factory had a return on equity of 46.95% and a net margin of 5.20%. The company’s revenue for the quarter was up 13.9% on a year-over-year basis. During the same quarter last year, the business posted $0.66 EPS. As a group, sell-side analysts forecast that The Cheesecake Factory Incorporated will post 4.68 earnings per share for the current year.

Cheesecake Factory Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 24th. Investors of record on Tuesday, November 10th will be issued a dividend of $0.30 per share. The ex-dividend date is Tuesday, November 10th. This represents a $1.20 annualized dividend and a yield of 1.0%. Cheesecake Factory’s dividend payout ratio is presently 28.44%.

Insider Activity at Cheesecake Factory

In other news, Director Janice L. Meyer sold 1,958 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $109.36, for a total value of $214,126.88. Following the transaction, the director directly owned 21,251 shares of the company’s stock, valued at $2,324,009.36. This represents a 8.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Matthew Clark sold 23,832 shares of the company’s stock in a transaction on Thursday, October 29th. The shares were sold at an average price of $113.31, for a total value of $2,700,403.92. Following the completion of the transaction, the chief financial officer directly owned 45,109 shares in the company, valued at approximately $5,111,300.79. This represents a 34.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 64,104 shares of company stock worth $7,134,565 in the last three months. 8.00% of the stock is owned by company insiders.

The Cheesecake Factory Incorporated is a restaurant company best known for The Cheesecake Factory, a full-service casual dining brand offering an extensive menu of American and international-inspired dishes, along with a broad selection of cheesecakes and other desserts. The company also operates North Italia, an Italian restaurant concept, and owns Fox Restaurant Concepts, which develops and operates additional restaurant brands, including Flower Child and Culinary Dropout.

The company was founded by David Overton, who opened the first Cheesecake Factory restaurant in Beverly Hills, California, in 1978 after his parents began a cheesecake business.