YETI Holdings, Inc. (NYSE:YETI) Receives $46.85 Consensus Price Target from Brokerages

YETI Holdings, Inc. (NYSE:YETI) has been given an average recommendation of “Moderate Buy” by the sixteen brokerages that are presently covering the firm, MarketBeat Ratings reports. Seven investment analysts have rated the stock with a hold recommendation and nine have assigned a buy recommendation to the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $49.3846.

Several equities research analysts have weighed in on the company. Canaccord Genuity Group increased their price objective on YETI from $37.00 to $40.00 and gave the stock a “hold” rating in a report on Thursday, January 8th. William Blair restated an “outperform” rating on shares of YETI in a report on Tuesday, November 11th. B. Riley Financial raised YETI from a “neutral” rating to a “buy” rating and raised their price target for the stock from $35.00 to $54.00 in a research note on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of YETI in a report on Wednesday, January 21st. Finally, Roth Mkm raised shares of YETI from a “neutral” rating to a “buy” rating and set a $60.00 price objective on the stock in a research report on Tuesday, February 17th.

Insider Activity

In related news, SVP Bryan C. Barksdale sold 9,756 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $45.32, for a total transaction of $442,141.92. Following the transaction, the senior vice president owned 56,397 shares in the company, valued at $2,555,912.04. The trade was a 14.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.08% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. Integrated Wealth Concepts LLC lifted its holdings in shares of YETI by 9.6% during the first quarter. Integrated Wealth Concepts LLC now owns 6,466 shares of the company’s stock valued at $214,000 after purchasing an additional 569 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of YETI by 5.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 287,837 shares of the company’s stock valued at $9,527,000 after buying an additional 14,920 shares during the last quarter. IFP Advisors Inc boosted its position in shares of YETI by 4,552.6% during the second quarter. IFP Advisors Inc now owns 884 shares of the company’s stock worth $30,000 after acquiring an additional 865 shares during the last quarter. Sequoia Financial Advisors LLC purchased a new position in shares of YETI during the second quarter valued at about $253,000. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of YETI during the 2nd quarter worth approximately $1,135,000.

YETI News Roundup

Here are the key news stories impacting YETI this week:

• Positive Sentiment: Q4 results beat consensus on EPS and revenue; management issued FY2026 adjusted EPS guidance above Street expectations and expects 6–8% sales growth — supports upside to earnings estimates and validates international/product strategies. YETI Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: International sales accelerated (Q4 international +25%) and drinkware/coolers showed category improvement — diversification outside the U.S. is a clear growth lever. Quiver Quant: Q4 Net Sales +7%
• Positive Sentiment: Capital return remains robust — nearly $300M repurchased in 2025 and ~$100M planned for 2026, which reduces share count and supports EPS. Buyback Details
• Positive Sentiment: Experienced CFO hire — Scott Bomar (ex‑Home Depot) named CFO, providing operational and finance experience ahead of scaling international and product investments; transition support from outgoing CFO reduces near‑term execution risk. CFO Appointment
• Neutral Sentiment: New product introductions and category expansion (e.g., Skala hiking backpacks, updated core products) support long‑term brand extension but are early-stage drivers for revenue. Skala Backpacks
• Negative Sentiment: Tariff and margin pressure: management disclosed higher tariff costs (≈$0.15 Q4 impact, ≈$0.35 FY impact) that compressed adjusted margins; adjusted EPS and operating income declined y/y — a material headwind to profits. Tariff Impact in Release
• Negative Sentiment: Short‑term investor reaction turned negative in some venues: despite the Q4 beat, headlines noted the guidance/tariff concerns and shares dropped in response — signals that sentiment will track margin recovery and tariff outlook. Shares Fall on Guidance/Tariffs
• Neutral Sentiment: Media pieces (movie trailer, lifestyle writeups) raise brand awareness but are unlikely to move near‑term fundamentals; monitor product launches and DTC execution for measurable impact. The Yeti Trailer

YETI Trading Up 1.4%

Shares of YETI opened at $47.72 on Friday. YETI has a 1-year low of $26.61 and a 1-year high of $51.29. The company has a market capitalization of $3.71 billion, a P/E ratio of 23.51, a P/E/G ratio of 2.62 and a beta of 1.77. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.98 and a quick ratio of 1.11. The firm’s 50 day simple moving average is $46.83 and its 200 day simple moving average is $39.92.

YETI (NYSE:YETI) last announced its quarterly earnings data on Thursday, February 19th. The company reported $0.92 earnings per share for the quarter, beating analysts’ consensus estimates of $0.88 by $0.04. YETI had a return on equity of 22.53% and a net margin of 8.85%.The company had revenue of $583.71 million for the quarter, compared to analysts’ expectations of $582.43 million. During the same period last year, the firm posted $1.00 EPS. YETI’s revenue for the quarter was up 6.8% compared to the same quarter last year. YETI has set its FY 2026 guidance at 2.770-2.830 EPS. Sell-side analysts forecast that YETI will post 2.57 earnings per share for the current fiscal year.

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.