LSV Asset Management Boosts Stake in Yelp Inc. $YELP

LSV Asset Management grew its position in shares of Yelp Inc. (NYSE:YELP) by 14.8% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,402,938 shares of the local business review company’s stock after acquiring an additional 309,173 shares during the period. LSV Asset Management’s holdings in Yelp were worth $74,972,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Royal Bank of Canada grew its holdings in shares of 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 worth $9,352,000 after purchasing an additional 154,612 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Yelp by 0.7% during 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 buying an additional 506 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in 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 worth $7,723,000 after buying an additional 5,210 shares during the period. Intech Investment Management LLC increased its position in shares of Yelp by 21.8% in the first quarter. Intech Investment Management LLC now owns 39,377 shares of the local business review company’s stock worth $1,458,000 after acquiring an additional 7,053 shares in the last quarter. Finally, Strs Ohio acquired a new stake in shares of Yelp in the first quarter worth $56,000. 90.11% of the stock is owned by institutional investors and hedge funds.

Yelp Price Performance

Shares of YELP stock opened at $22.72 on Friday. The company’s fifty day moving average price is $28.73 and its two-hundred day moving average price is $30.52. The firm has a market capitalization of $1.40 billion, a P/E ratio of 10.05, a P/E/G ratio of 0.43 and a beta of 0.55. Yelp Inc. has a 12 month low of $22.19 and a 12 month high of $41.22.

Yelp (NYSE:YELP) last announced its earnings results on Thursday, February 12th. The local business review company reported $0.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.47 by $0.14. Yelp had a return on equity of 20.33% and a net margin of 10.23%.The business had revenue of $359.99 million for the quarter, compared to analyst estimates of $358.70 million. During the same period in the previous year, the company earned $0.62 earnings per share. The company’s revenue for the quarter was down .5% compared to the same quarter last year. On average, sell-side analysts anticipate that Yelp Inc. will post 2.22 EPS for the current year.

Analyst Ratings Changes

Several equities analysts recently weighed in on YELP shares. Evercore reduced their target price on shares of Yelp from $45.00 to $38.00 and set an “outperform” rating on the stock in a report on Monday, November 10th. Weiss Ratings lowered Yelp from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday. UBS Group set a $28.00 target price on Yelp in a research report on Tuesday, January 13th. Morgan Stanley lowered their target price 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, JPMorgan Chase & Co. dropped 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. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Yelp presently has an average rating of “Hold” and an average target price of $31.29.

Insider Activity at Yelp

In other Yelp news, insider Craig Saldanha sold 1,200 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $27.40, for a total value of $32,880.00. Following the transaction, the insider directly 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Jeremy Stoppelman sold 6,200 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $24.20, for a total value of $150,040.00. Following the transaction, the chief executive officer owned 964,827 shares of the company’s stock, valued at approximately $23,348,813.40. This trade represents a 0.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 261,106 shares of company stock worth $7,260,184 over the last 90 days. 8.00% of the stock is owned by company insiders.

Key Headlines 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.