Robert W. Baird Boosts YETI (NYSE:YETI) Price Target to $57.00

YETI (NYSE:YETI) had its price target hoisted by equities research analysts at Robert W. Baird from $55.00 to $57.00 in a report issued on Friday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Robert W. Baird’s target price suggests a potential upside of 25.13% from the stock’s previous close.

Other equities research analysts have also recently issued reports about the company. Canaccord Genuity Group raised their target price on YETI from $42.00 to $45.00 and gave the company a “hold” rating in a research report on Tuesday, June 23rd. Wall Street Zen raised YETI from a “hold” rating to a “buy” rating in a report on Saturday, July 4th. Piper Sandler upped their target price on YETI from $54.00 to $58.00 and gave the stock an “overweight” rating in a research note on Monday. Morgan Stanley set a $45.00 target price on YETI in a research report on Tuesday, June 23rd. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $80.00 price target on shares of YETI in a report on Thursday. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $54.93.

YETI Price Performance

NYSE:YETI opened at $45.55 on Friday. The firm’s fifty day moving average is $49.75 and its two-hundred day moving average is $44.72. The firm has a market cap of $3.45 billion, a price-to-earnings ratio of 23.24, a PEG ratio of 1.60 and a beta of 1.72. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.06 and a current ratio of 2.10. YETI has a one year low of $31.66 and a one year high of $53.99.

YETI (NYSE:YETI) last issued its quarterly earnings data on Thursday, August 13th. The company reported $0.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.54 by $0.13. The business had revenue of $483.87 million during the quarter, compared to analysts’ expectations of $483.80 million. YETI had a return on equity of 22.61% and a net margin of 8.36%.The company’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.66 EPS. YETI has set its FY 2026 guidance at 2.940-3.000 EPS. Research analysts expect that YETI will post 2.44 EPS for the current year.

Institutional Trading of YETI

Several large investors have recently made changes to their positions in YETI. Wellington Management Group LLP grew its holdings in shares of YETI by 14.3% during the third quarter. Wellington Management Group LLP now owns 5,578,329 shares of the company’s stock worth $185,089,000 after buying an additional 696,983 shares in the last quarter. Reinhart Partners LLC. raised its holdings in YETI by 5.1% in the 2nd quarter. Reinhart Partners LLC. now owns 3,277,296 shares of the company’s stock valued at $162,423,000 after acquiring an additional 158,957 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in YETI by 3.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,887,097 shares of the company’s stock worth $69,043,000 after purchasing an additional 70,273 shares in the last quarter. Morgan Stanley grew its position in shares of YETI by 117.5% in the fourth quarter. Morgan Stanley now owns 1,884,361 shares of the company’s stock valued at $83,232,000 after purchasing an additional 1,017,947 shares in the last quarter. Finally, Quantinno Capital Management LP grew its position in shares of YETI by 46.0% in the first quarter. Quantinno Capital Management LP now owns 1,871,188 shares of the company’s stock valued at $68,467,000 after purchasing an additional 589,205 shares in the last quarter.

YETI News Roundup

Here are the key news stories impacting YETI this week:

• Positive Sentiment: YETI reported second-quarter adjusted earnings of $0.67 per share, above estimates of approximately $0.54–$0.55, while revenue rose about 8.5% to $483.9 million, essentially in line with forecasts. The company cited broad-based sales strength. YETI Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $2.94–$3.00, above the prior consensus estimate of $2.80, and lifted its gross-margin outlook to 57.5%–58%. Revenue guidance remains approximately $2.0 billion. YETI 2026 Guidance
• Positive Sentiment: YETI plans to return $130 million to shareholders through share repurchases and announced an investor day for September 17, providing potential support for per-share results and future investor visibility. Share Repurchases and Investor Day
• Neutral Sentiment: Brokerages collectively maintain a “Moderate Buy” rating, indicating generally constructive analyst sentiment, although the rating may already be reflected in the stock’s valuation. YETI Consensus Rating
• Negative Sentiment: The stock plunged after the earnings release even with the profit beat and higher guidance. The selloff indicates that investors may have expected stronger results or viewed the outlook as insufficient relative to prior expectations. YETI Stock Selloff
• Negative Sentiment: Recent discounts on YETI products, including the new Venom Collection, could raise questions about demand, inventory, or the sustainability of pricing power, even though management reported improved gross-margin expectations. YETI Product Discounts

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.