Dimensional Fund Advisors LP Has $68.01 Million Stock Position in The Cheesecake Factory Incorporated $CAKE

Dimensional Fund Advisors LP lifted its position in The Cheesecake Factory Incorporated (NASDAQ:CAKE) by 2.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,242,143 shares of the restaurant operator’s stock after acquiring an additional 29,037 shares during the period. Dimensional Fund Advisors LP’s holdings in Cheesecake Factory were worth $68,008,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Allspring Global Investments Holdings LLC raised its position in Cheesecake Factory by 183.6% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 133,921 shares of the restaurant operator’s stock valued at $7,072,000 after purchasing an additional 86,705 shares during the period. Fisher Asset Management LLC increased its position in shares of Cheesecake Factory by 7.2% during the fourth quarter. Fisher Asset Management LLC now owns 503,184 shares of the restaurant operator’s stock worth $25,401,000 after acquiring an additional 33,959 shares during the period. Louisiana State Employees Retirement System acquired a new stake in Cheesecake Factory in the 1st quarter valued at about $1,111,000. Intech Investment Management LLC boosted its stake in shares of Cheesecake Factory by 127.7% in the 4th quarter. Intech Investment Management LLC now owns 60,513 shares of the restaurant operator’s stock valued at $3,055,000 after buying an additional 33,936 shares during the period. Finally, SG Americas Securities LLC grew its position in shares of Cheesecake Factory by 140.8% during the fourth quarter. SG Americas Securities LLC now owns 26,064 shares of the restaurant operator’s stock worth $1,316,000 after buying an additional 15,242 shares in the last quarter. Hedge funds and other institutional investors own 94.48% of the company’s stock.

Cheesecake Factory Stock Up 0.1%

Shares of NASDAQ CAKE opened at $101.42 on Friday. The business has a 50-day moving average price of $77.60 and a 200 day moving average price of $66.16. The stock has a market cap of $5.04 billion, a PE ratio of 27.49, a price-to-earnings-growth ratio of 1.85 and a beta of 1.01. The company has a quick ratio of 0.53, a current ratio of 0.59 and a debt-to-equity ratio of 1.22. The Cheesecake Factory Incorporated has a 52-week low of $43.07 and a 52-week high of $103.33.

Cheesecake Factory (NASDAQ:CAKE) last issued its quarterly earnings data on Tuesday, July 28th. The restaurant operator reported $1.44 earnings per share for the quarter, beating analysts’ consensus estimates of $1.18 by $0.26. The company had revenue of $1.03 billion during the quarter, compared to analysts’ expectations of $999.54 million. Cheesecake Factory had a return on equity of 45.94% and a net margin of 4.61%.The firm’s revenue for the quarter was up 7.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.16 earnings per share. Equities research analysts forecast that The Cheesecake Factory Incorporated will post 4.38 earnings per share for the current year.

Cheesecake Factory Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Shareholders of record on Tuesday, August 11th will be given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, August 11th. Cheesecake Factory’s dividend payout ratio (DPR) is presently 32.52%.

Analyst Upgrades and Downgrades

CAKE has been the topic of a number of recent analyst reports. Barclays increased their price objective on shares of Cheesecake Factory from $58.00 to $60.00 and gave the company an “underweight” rating in a research report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $68.00 price objective on shares of Cheesecake Factory in a research report on Thursday, April 30th. Robert W. Baird raised their target price on Cheesecake Factory from $65.00 to $90.00 and gave the stock a “neutral” rating in a research report on Wednesday. Weiss Ratings upgraded shares of Cheesecake Factory from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, July 14th. Finally, Jefferies Financial Group cut shares of Cheesecake Factory from a “buy” rating to a “hold” rating and raised their price objective for the stock from $75.00 to $88.00 in a report on Wednesday. Five research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Cheesecake Factory has a consensus rating of “Hold” and an average price target of $79.81.

Key Stories Impacting Cheesecake Factory

Here are the key news stories impacting Cheesecake Factory this week:

• Positive Sentiment: Record quarterly performance: Cheesecake Factory reported its first quarter with revenue above $1 billion, alongside earnings and revenue that exceeded Wall Street expectations. Revenue increased 7.7% year over year, reinforcing the view that stronger traffic and execution are driving the core brand. Cheesecake Factory quarterly revenues surpass $1B for the first time
• Positive Sentiment: Improved analyst outlook: Zacks added CAKE to its Rank #1, or “Strong Buy,” list, citing favorable earnings-estimate revisions. A separate analysis said stronger namesake-brand traffic, menu innovation, digital engagement and brand expansion could support continued growth. Why Cheesecake Factory Might Be Well Poised for a Surge
• Positive Sentiment: Broader bullish sentiment: Seeking Alpha upgraded the stock to Buy after noting improved core traffic, while Stephens and Robert W. Baird raised their price targets. These actions reinforce investor confidence following the earnings beat. The Cheesecake Factory: Core Traffic Improved
• Neutral Sentiment: Customer engagement initiatives: National Cheesecake Day promotions, including half-price slices and a new brownie-toffee flavor, may support near-term traffic and brand visibility, but their effect on earnings is likely limited. The Cheesecake Factory celebrates National Cheesecake Day
• Negative Sentiment: Large insider sale: CFO Matthew Eliot Clark sold 68,900 shares for approximately $6.8 million after exercising options, reducing his direct stake by about 60%. Another insider sold 3,500 shares for $350,000. The transactions may raise caution because they occurred near record highs, although insider sales can also reflect diversification or scheduled compensation activity. What This Cheesecake Factory Insider Sale Means
• Negative Sentiment: Valuation and execution risks: CAKE has more than doubled during 2026, making its valuation richer. Investors are also watching softer North Italia demand and inflation-driven margin pressure, which could challenge the sustainability of the rally. Is CAKE Stock Still Attractive After Its Powerful 2026 Rally?

Insider Buying and Selling at Cheesecake Factory

In other news, insider Ashley W. Hanscom sold 3,500 shares of the company’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $100.00, for a total value of $350,000.00. Following the completion of the sale, the insider directly owned 7,541 shares of the company’s stock, valued at approximately $754,100. This represents a 31.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Matthew Eliot Clark sold 68,900 shares of the firm’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $99.30, for a total value of $6,841,770.00. Following the transaction, the chief financial officer directly owned 45,109 shares in the company, valued at approximately $4,479,323.70. This represents a 60.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 74,890 shares of company stock worth $7,353,371. 8.00% of the stock is owned by company insiders.

Cheesecake Factory Profile

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.