Yelp Inc. $YELP Position Increased by American Century Companies Inc.

American Century Companies Inc. grew its position in Yelp Inc. (NYSE:YELP) by 49.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 823,050 shares of the local business review company’s stock after buying an additional 271,838 shares during the quarter. American Century Companies Inc. owned approximately 1.31% of Yelp worth $25,679,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in YELP. Bfsg LLC boosted its stake in Yelp by 110.3% in the 3rd quarter. Bfsg LLC now owns 839 shares of the local business review company’s stock worth $26,000 after purchasing an additional 440 shares during the period. MAI Capital Management raised its stake in Yelp by 1,102.0% during the 2nd quarter. MAI Capital Management now owns 1,202 shares of the local business review company’s stock valued at $41,000 after purchasing an additional 1,102 shares during the period. Strs Ohio purchased a new stake in shares of Yelp in the first quarter valued at $56,000. Advisors Asset Management Inc. boosted its position in shares of Yelp by 14.5% in the second quarter. Advisors Asset Management Inc. now owns 3,056 shares of the local business review company’s stock worth $105,000 after buying an additional 386 shares during the period. Finally, SG Americas Securities LLC boosted its position in shares of Yelp by 36.0% in the third quarter. SG Americas Securities LLC now owns 4,638 shares of the local business review company’s stock worth $145,000 after buying an additional 1,228 shares during the period. 90.11% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Yelp

In other news, CEO Jeremy Stoppelman sold 6,200 shares of the firm’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $24.20, for a total transaction of $150,040.00. Following the transaction, the chief executive officer owned 964,827 shares in the company, valued at approximately $23,348,813.40. This trade represents a 0.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Dan Jedda sold 1,464 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $21.02, for a total transaction of $30,773.28. Following the transaction, the director owned 17,100 shares in the company, valued at $359,442. This represents a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 236,264 shares of company stock worth $6,501,015 over the last ninety days. 7.40% of the stock is currently owned by insiders.

Key Headlines Impacting Yelp

Here are the key news stories impacting Yelp this week:

• Positive Sentiment: Q4 highlights show Yelp delivered near‑term operating strength (a slight revenue decline but an EPS beat and solid margins), which supports the company’s current valuation and likely underpins some buying interest. Social networking stocks Q4 highlights: Yelp
• Neutral Sentiment: Local consumer momentum: a New Jersey restaurant was named to Yelp’s Top 100 for 2026 — a positive brand/engagement datapoint but with limited direct impact on Yelp’s top‑line or near‑term financials. This NJ restaurant made Yelp’s list of top 100 for 2026
• Negative Sentiment: Zacks Research cut earnings estimates across multiple quarters and trimmed FY2026 and FY2027 EPS forecasts (several Q1–Q4 2026 and Q1–Q4 2027 revisions), and kept a “Hold” rating — these downgrades lower analyst expectations and could pressure the stock if others follow or if management’s guidance disappoints. Yelp (YELP) analyst estimate updates

Yelp Price Performance

Shares of YELP stock opened at $24.54 on Monday. Yelp Inc. has a fifty-two week low of $19.60 and a fifty-two week high of $41.22. The stock’s 50-day moving average is $26.01 and its two-hundred day moving average is $29.29. The firm has a market cap of $1.51 billion, a P/E ratio of 10.91, a PEG ratio of 0.62 and a beta of 0.56.

Yelp (NYSE:YELP) last announced its quarterly earnings results on Thursday, February 12th. The local business review company reported $0.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.47 by $0.14. The business had revenue of $359.99 million during the quarter, compared to analyst estimates of $358.70 million. Yelp had a return on equity of 19.96% and a net margin of 9.94%.The firm’s revenue was down .5% on a year-over-year basis. During the same period in the previous year, the company earned $0.62 EPS. As a group, research analysts expect that Yelp Inc. will post 2.22 EPS for the current year.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Evercore dropped their price target on Yelp from $45.00 to $38.00 and set an “outperform” rating on the stock in a research report on Monday, November 10th. Morgan Stanley reduced their price target on shares of Yelp from $30.00 to $28.00 and set an “underweight” rating for the company in a research report on Tuesday, January 13th. Jefferies Financial Group raised their price target on shares of Yelp from $31.00 to $32.00 and gave the stock a “hold” rating in a report on Thursday, December 11th. The Goldman Sachs Group dropped their price objective on shares of Yelp from $33.00 to $25.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 17th. Finally, Zacks Research downgraded shares of Yelp from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 17th. One equities research analyst has rated the stock with a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Reduce” and an average price target of $28.50.

About Yelp

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.