Cheesecake Factory (CAKE) Projected to Release Quarterly Earnings on Tuesday

Cheesecake Factory (NASDAQ:CAKE) is anticipated to issue its Q2 2026 results after the market closes on Tuesday, July 28th. Analysts expect the company to post earnings of $1.14 per share and revenue of $999.0430 million for the quarter. Parties can check the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Tuesday, July 28, 2026 at 5:00 PM ET.

Cheesecake Factory (NASDAQ:CAKE) last released its quarterly earnings data on Wednesday, April 29th. The restaurant operator reported $1.05 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.02. The firm had revenue of $978.83 million for the quarter, compared to analyst estimates of $964.57 million. Cheesecake Factory had a net margin of 4.34% and a return on equity of 43.74%. The business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.93 earnings per share. On average, analysts expect Cheesecake Factory to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Cheesecake Factory Stock Performance

NASDAQ CAKE opened at $84.72 on Monday. Cheesecake Factory has a 1 year low of $43.07 and a 1 year high of $87.90. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.59 and a quick ratio of 0.53. The company has a market capitalization of $4.21 billion, a PE ratio of 24.77, a P/E/G ratio of 1.98 and a beta of 1.01. The company has a fifty day moving average of $74.00 and a 200 day moving average of $64.84.

Insiders Place Their Bets

In other news, Chairman David Overton sold 104,000 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $61.02, for a total transaction of $6,346,080.00. Following the completion of the sale, the chairman owned 3,079,779 shares of the company’s stock, valued at $187,928,114.58. The trade was a 3.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Alexander L. Cappello sold 2,490 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $64.90, for a total transaction of $161,601.00. Following the sale, the director directly owned 6,171 shares of the company’s stock, valued at $400,497.90. This represents a 28.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 8.00% of the company’s stock.

Institutional Investors Weigh In On Cheesecake Factory

Several institutional investors have recently bought and sold shares of CAKE. Global Retirement Partners LLC raised its holdings in shares of Cheesecake Factory by 661.7% during the fourth quarter. Global Retirement Partners LLC now owns 716 shares of the restaurant operator’s stock valued at $36,000 after acquiring an additional 622 shares during the last quarter. Arax Advisory Partners acquired a new stake in shares of Cheesecake Factory in the fourth quarter worth approximately $50,000. Quarry LP boosted its stake in shares of Cheesecake Factory by 3,343.8% in the third quarter. Quarry LP now owns 1,102 shares of the restaurant operator’s stock worth $60,000 after acquiring an additional 1,070 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of Cheesecake Factory by 32.0% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,333 shares of the restaurant operator’s stock worth $83,000 after purchasing an additional 323 shares in the last quarter. Finally, Brown Brothers Harriman & Co. increased its position in shares of Cheesecake Factory by 211.5% during the third quarter. Brown Brothers Harriman & Co. now owns 2,000 shares of the restaurant operator’s stock worth $109,000 after purchasing an additional 1,358 shares in the last quarter. 94.48% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have weighed in on CAKE. UBS Group lifted their price objective on Cheesecake Factory from $53.00 to $60.00 and gave the company a “sell” rating in a research note on Thursday. Citigroup upped their target price on Cheesecake Factory from $76.00 to $90.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Robert W. Baird set a $65.00 target price on Cheesecake Factory in a report on Thursday, April 30th. Oppenheimer lifted their price target on Cheesecake Factory from $68.00 to $72.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Finally, Mizuho reissued a “neutral” rating and issued a $85.00 price target (up from $75.00) on shares of Cheesecake Factory in a report on Friday. Five analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, Cheesecake Factory presently has an average rating of “Hold” and an average price target of $68.81.

About Cheesecake Factory

The Cheesecake Factory Incorporated (NASDAQ:CAKE) is an American restaurant company and distributor renowned for its full-service casual-dining concept and specialty cheesecakes. Headquartered in Calabasas Hills, California, the company operates more than 200 restaurants under The Cheesecake Factory® brand across the United States, Puerto Rico and select international markets. In addition to sit-down dining, Cheesecake Factory franchised locations offer catering and take-out services, while a separate manufacturing arm supplies branded cheesecakes and desserts to supermarkets, hotels and other foodservice operators.

The origins of the brand trace back to a small cheesecake bakery founded in Detroit in the 1940s.