Cheesecake Factory (CAKE) to Post Quarterly Earnings on Tuesday

Cheesecake Factory (NASDAQ:CAKE) is projected to issue its Q2 2026 results after the market closes on Tuesday, July 28th. Analysts expect Cheesecake Factory to post earnings of $1.14 per share and revenue of $998.7160 million for the quarter. Individuals can check the company’s upcoming Q2 2026 earning report page 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 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.02. Cheesecake Factory had a net margin of 4.34% and a return on equity of 43.74%. The company had revenue of $978.83 million during the quarter, compared to analyst estimates of $964.57 million. During the same period last year, the business earned $0.93 earnings per share. Cheesecake Factory’s revenue was up 5.6% compared to the same quarter last year. 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 Friday. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.59 and a quick ratio of 0.53. Cheesecake Factory has a 1 year low of $43.07 and a 1 year high of $87.90. The stock 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’s 50 day simple moving average is $74.00 and its two-hundred day simple moving average is $64.77.

Insider Buying and Selling at Cheesecake Factory

In other Cheesecake Factory news, Chairman David Overton sold 104,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $61.02, for a total value of $6,346,080.00. Following the completion of the sale, the chairman directly 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 SEC, which is available at the SEC website. Also, Director Alexander L. Cappello sold 2,490 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $64.90, for a total transaction of $161,601.00. Following the sale, the director owned 6,171 shares of the company’s stock, valued at approximately $400,497.90. The trade was a 28.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Woodline Partners LP grew its position in Cheesecake Factory by 1,059.3% during the 3rd quarter. Woodline Partners LP now owns 618,056 shares of the restaurant operator’s stock worth $33,771,000 after acquiring an additional 564,744 shares during the last quarter. Invesco Ltd. increased its stake in Cheesecake Factory by 24.7% in the 3rd quarter. Invesco Ltd. now owns 2,057,118 shares of the restaurant operator’s stock worth $112,401,000 after purchasing an additional 407,223 shares during the period. Millennium Management LLC lifted its position in Cheesecake Factory by 214.3% in the fourth quarter. Millennium Management LLC now owns 512,085 shares of the restaurant operator’s stock valued at $25,850,000 after purchasing an additional 349,168 shares during the last quarter. Engineers Gate Manager LP lifted its position in Cheesecake Factory by 1,583.7% in the fourth quarter. Engineers Gate Manager LP now owns 287,219 shares of the restaurant operator’s stock valued at $14,499,000 after purchasing an additional 270,160 shares during the last quarter. Finally, Voloridge Investment Management LLC boosted its stake in shares of Cheesecake Factory by 54.0% during the third quarter. Voloridge Investment Management LLC now owns 747,046 shares of the restaurant operator’s stock valued at $40,819,000 after purchasing an additional 262,081 shares during the period. 94.48% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

CAKE has been the topic of several recent analyst reports. Barclays raised their price target on Cheesecake Factory from $58.00 to $60.00 and gave the company an “underweight” rating in a report on Thursday, April 30th. Oppenheimer increased their price objective on Cheesecake Factory from $68.00 to $72.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Robert W. Baird set a $65.00 price objective on Cheesecake Factory in a report on Thursday, April 30th. Stephens boosted their target price on Cheesecake Factory from $61.00 to $65.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 30th. Finally, JPMorgan Chase & Co. raised Cheesecake Factory from an “underweight” rating to a “neutral” rating and upped their target price for the stock from $58.00 to $68.00 in a research note on Thursday, May 14th. Five investment 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. Based on data from MarketBeat, the company has a consensus 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.