Y Intercept Hong Kong Ltd Boosts Stock Holdings in Yelp Inc. $YELP

Y Intercept Hong Kong Ltd grew its stake in shares of Yelp Inc. (NYSE:YELP) by 60.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 170,324 shares of the local business review company’s stock after buying an additional 64,314 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in Yelp were worth $5,314,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Royal Bank of Canada boosted its holdings in Yelp by 157.8% during the 1st quarter. Royal Bank of Canada now owns 252,564 shares of the local business review company’s stock valued at $9,352,000 after acquiring an additional 154,612 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Yelp by 0.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 76,376 shares of the local business review company’s stock valued at $2,828,000 after purchasing an additional 506 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Yelp by 2.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 208,551 shares of the local business review company’s stock valued at $7,723,000 after purchasing an additional 5,210 shares during the period. Intech Investment Management LLC raised its holdings in Yelp by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 39,377 shares of the local business review company’s stock valued at $1,458,000 after buying an additional 7,053 shares during the last quarter. Finally, Strs Ohio purchased a new stake in Yelp during the 1st quarter valued at $56,000. Hedge funds and other institutional investors own 90.11% of the company’s stock.

Wall Street Analyst Weigh In

YELP has been the topic of several recent analyst reports. UBS Group set a $28.00 target price on Yelp in a research note on Tuesday, January 13th. JPMorgan Chase & Co. dropped their price objective on Yelp from $33.00 to $30.00 and set a “neutral” rating for the company in a report on Monday, November 10th. Jefferies Financial Group boosted their target price on Yelp from $31.00 to $32.00 and gave the company a “hold” rating in a research note on Thursday, December 11th. Morgan Stanley dropped their price target on Yelp from $30.00 to $28.00 and set an “underweight” rating for the company in a research note on Tuesday, January 13th. Finally, The Goldman Sachs Group set a $33.00 price target on shares of Yelp in a report on Tuesday, October 14th. One research analyst has rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $31.29.

Yelp Stock Down 3.2%

NYSE YELP opened at $28.22 on Friday. The firm has a market capitalization of $1.74 billion, a PE ratio of 12.49, a P/E/G ratio of 0.52 and a beta of 0.55. The stock’s 50 day moving average is $29.68 and its 200 day moving average is $31.39. Yelp Inc. has a twelve month low of $27.29 and a twelve month high of $41.72.

Yelp (NYSE:YELP) last announced its quarterly earnings data on Thursday, November 6th. The local business review company reported $0.61 EPS for the quarter, beating the consensus estimate of $0.47 by $0.14. The business had revenue of $376.04 million during the quarter, compared to analyst estimates of $368.39 million. Yelp had a return on equity of 20.33% and a net margin of 10.23%.The company’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.56 earnings per share. On average, research analysts anticipate that Yelp Inc. will post 2.22 earnings per share for the current year.

Insider Buying and Selling at Yelp

In other Yelp news, Director Christine Barone sold 15,000 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $30.00, for a total value of $450,000.00. Following the sale, the director owned 31,435 shares in the company, valued at approximately $943,050. This represents a 32.30% 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, CEO Jeremy Stoppelman sold 30,000 shares of Yelp stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $28.74, for a total transaction of $862,200.00. Following the transaction, the chief executive officer owned 756,458 shares of the company’s stock, valued at $21,740,602.92. The trade was a 3.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 136,406 shares of company stock valued at $3,957,000 over the last three months. 8.00% of the stock is currently owned by corporate insiders.

Key Stories Impacting Yelp

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

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.