Stifel Nicolaus Issues Positive Forecast for YETI (NYSE:YETI) Stock Price

YETI (NYSE:YETI) had its price target hoisted by Stifel Nicolaus from $42.00 to $45.00 in a research report sent to investors on Friday morning, MarketBeat.com reports. The firm currently has a hold rating on the stock.

A number of other research firms have also issued reports on YETI. Raymond James Financial increased their price target on shares of YETI from $55.00 to $56.00 and gave the stock an “outperform” rating in a research report on Thursday. Morgan Stanley set a $45.00 price objective on shares of YETI in a research note on Tuesday, June 23rd. The Goldman Sachs Group upgraded shares of YETI from a “neutral” rating to a “buy” rating and increased their target price for the stock from $46.00 to $63.00 in a research report on Monday, July 20th. Bank of America lifted their target price on shares of YETI from $44.00 to $48.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of YETI in a research note on Friday, August 7th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $55.29.

YETI Stock Performance

Shares of YETI stock opened at $44.45 on Friday. YETI has a 1-year low of $31.66 and a 1-year high of $53.99. The company has a current ratio of 1.75, a quick ratio of 1.06 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $3.37 billion, a price-to-earnings ratio of 19.41, a P/E/G ratio of 1.43 and a beta of 1.72. The stock’s fifty day simple moving average is $49.69 and its 200-day simple moving average is $44.72.

YETI (NYSE:YETI) last announced its quarterly earnings data on Thursday, August 13th. The company reported $0.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.13. YETI had a return on equity of 23.79% and a net margin of 9.24%.The firm had revenue of $483.87 million during the quarter, compared to the consensus estimate of $483.80 million. During the same period in the prior year, the business earned $0.66 EPS. The business’s revenue for the quarter was up 8.5% on a year-over-year basis. YETI has set its FY 2026 guidance at 2.940-3.000 EPS. On average, sell-side analysts predict that YETI will post 2.44 earnings per share for the current fiscal year.

Institutional Trading of YETI

A number of institutional investors have recently added to or reduced their stakes in the business. Wellington Management Group LLP grew its position in YETI by 14.3% in the third quarter. Wellington Management Group LLP now owns 5,578,329 shares of the company’s stock worth $185,089,000 after acquiring an additional 696,983 shares in the last quarter. Reinhart Partners LLC. raised its holdings in shares of YETI by 5.1% during the 2nd quarter. Reinhart Partners LLC. now owns 3,277,296 shares of the company’s stock valued at $162,423,000 after purchasing an additional 158,957 shares in the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of YETI by 3.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,887,097 shares of the company’s stock valued at $69,043,000 after purchasing an additional 70,273 shares during the last quarter. Morgan Stanley lifted its stake in shares of YETI by 117.5% in the 4th quarter. Morgan Stanley now owns 1,884,361 shares of the company’s stock valued at $83,232,000 after purchasing an additional 1,017,947 shares during the last quarter. Finally, Quantinno Capital Management LP boosted its holdings in YETI by 46.0% in the first quarter. Quantinno Capital Management LP now owns 1,871,188 shares of the company’s stock worth $68,467,000 after purchasing an additional 589,205 shares in the last quarter.

Key Headlines Impacting YETI

Here are the key news stories impacting YETI this week:

• Positive Sentiment: Quarterly results exceeded expectations. YETI reported adjusted earnings of $0.67 per share, above the roughly $0.54-$0.55 consensus, while revenue rose 8.5% year over year to $483.9 million, broadly matching estimates. The company cited broad-based sales strength. YETI Reports Second Quarter 2026 Results
• Positive Sentiment: Full-year profitability guidance was raised. YETI now expects fiscal 2026 EPS of $2.94-$3.00, above the previous outlook and approximately $2.80 analyst consensus. The company also raised its gross-margin outlook to 57.5%-58% and plans to return $130 million to shareholders through share repurchases. YETI Raises 2026 EPS and Gross-Margin Outlook
• Positive Sentiment: Several analysts increased their price targets. Robert W. Baird raised its target to $57 and maintained an “outperform” rating, while Stifel lifted its target to $45 but retained a “hold” rating. The brokerage consensus remains “Moderate Buy.” YETI Analysts Boost Their Forecasts
• Neutral Sentiment: YETI introduced new hunting gear, drinkware and crossbody products. These launches could support future sales, but there is no disclosed revenue impact yet. YETI Hunting Collection
• Negative Sentiment: The post-earnings selloff reflects investor disappointment despite the beats. Revenue growth was solid but not substantially above expectations, and investors may have been positioned for a stronger outlook. Promotional coverage highlighting steep discounts on YETI products also raises questions about pricing and near-term demand quality. YETI Earnings Selloff

YETI Company Profile

YETI Holdings, Inc is an American outdoor and lifestyle products company known for its premium, performance-driven coolers, drinkware and accessories. The company’s portfolio includes hard coolers under its flagship Tundra series, soft coolers in the Hopper line, and vacuum-insulated drinkware sold under the Rambler brand. YETI’s products are engineered for durability, temperature retention and rugged outdoor use, targeting consumers ranging from avid anglers and hunters to outdoor enthusiasts and everyday users seeking high-quality insulated containers.

Founded in 2006 by brothers Roy and Ryan Seiders in Austin, Texas, YETI began with a focus on building a better cooler that could withstand extreme conditions and maintain ice retention longer than traditional alternatives.