CAKE Cheesecake Factory (CAKE) Insider Trading, Ownership & Congress Trades
Restaurants & Leisure · Retail-eating places · CIK 0000887596
Form 144 · 10
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
166
13F, latest reported quarter
Conversions, 180 days
4
Codes C/M, not in net · $8.2M priced
What the filings say about CAKE
Insiders, 180 days
-$28.8M net sold
8 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$21.8M
10 notices
Cheesecake Factory insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, CHEESECAKE FACTORY INC insiders sold a net $28.8M of stock across 57 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 9.2% of the 21,251 shares held after it.
- 7 other insiders sold within 30 days.
- 166 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meyer Janice L. sold about $214.1K of CAKE on Aug 17, 2026; 7 other insiders sold within 30 days and 166 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 buys), the last on Dec 8, 2022.
- +1.8% median (-0.4% mean) 90-day return after 5 previous buys.
- The trade is 30.0% of the 10,000 shares held after it.
- 7 other insiders sold within 30 days.
- 166 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ames Edie A sold about $320.9K of CAKE on Aug 10, 2026; 7 other insiders sold within 30 days and 166 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Aug 14, 2025.
- The trade is 40.2% of the 41,959 shares held after it.
- 7 other insiders sold within 30 days.
- 166 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT Gordon David M sold about $1.9M of CAKE on Aug 10, 2026; 7 other insiders sold within 30 days and 166 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Aug 14, 2025.
- The trade is 56.1% of the 26,875 shares held after it.
- 7 other insiders sold within 30 days.
- 166 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT Gordon David M sold about $1.7M of CAKE on Aug 10, 2026; 7 other insiders sold within 30 days and 166 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on May 1, 2026.
- The trade is 104.8% of the 89,805 shares held after it.
- 7 other insiders sold within 30 days.
- 166 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHAIRMAN AND C.E.O. OVERTON DAVID sold about $10.0M of CAKE on Aug 5, 2026, the largest insider sale at the company since 2024; 7 other insiders sold within 30 days and 166 funds added in the latest 13F quarter.57 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$28.8M over 180 days
-$22.3M over 90 days
below 91% of Restaurants & Leisure
Congress
no House purchase disclosed in the last 12 months
Funds
166 funds bought in last quarter
more than 63% of Restaurants & Leisure
Revenue
+4.7% year over year
more than 51% of Restaurants & Leisure
Margin
4.0% net margin
more than 58% of Restaurants & Leisure
Buybacks
$29.4M repurchased, FY to 2026-06-30
below 65% of Restaurants & Leisure
Short interest
22.8% of the float short (float per yahoo 2026-10-27) · 9.0 days to cover · settled 2026-10-15
more than 94% of Restaurants & Leisure
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch CAKE
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+97.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CAKE: institutional holders (13F)
13F holdings, latest reported quarter
6,977,100 sh
$555.0M
6,097,542 sh
$485.0M
2,852,204 sh
$226.9M
2,027,468 sh
$161.3M
2,012,694 sh
$160.1M
Congress trades in CAKE
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
CAKE planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Meyer Janice L.
Filed 2026-08-14
$221.6K
David M Gordon
Filed 2026-08-10
$3.4M
Edie A. Ames
Filed 2026-08-07
$321.9K
OVERTON DAVID
Filed 2026-08-05
$10.0M
CAPPELLO ALEXANDER L
Filed 2026-08-04
$6.6K
CAKE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Virtus KAR Small-Cap Value Series
$2.7M position · as of 2026-06-30
5.3%
Virtus KAR Small-Cap Value Fund
$31.5M position · as of 2026-06-30
5.3%
Hennessy Cornerstone Mid Cap 30 Fund
$65.6M position · as of 2026-07-31
5.2%
EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND
$7.6M position · as of 2026-07-31
4.7%
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
$766.4K position · as of 2026-07-31
3.4%
Miller Market Neutral Income Fund
$10.7M position · as of 2026-07-31
3.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · David Overton
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$7.7M
$7.4M
$2.0M
-5%
+16%
2022
$7.2M
$3.6M
$1.8M
-14%
-2%
2021
$7.4M
$8.6M
$1.9M
+3%
+23%
2020
$5.9M
$10.7M
$1.4M
-4%
+26%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $28.8M sold by insiders over 180 days, 166 funds added last quarter, $21.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
CAKE financials
Revenue growth
+4.7%
XBRL, annual
Net margin
4.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.9B
four quarters, 2025-07-02 to 2026-06-30
Revenue, TTM CAKE
| FY Dec 2025 | $3.8B |
| FY Dec 2024 | $3.6B |
| FY Jan 2024 | $3.4B |
| FY Jan 2023 | $3.3B |
| FY Dec 2022 | $3.2B |
| Jun 2026 | $1.0B |
| Mar 2026 | $978.8M |
| Dec 2025 | $961.6M |
| Sep 2025 | $907.2M |
| Jul 2025 | $955.8M |
| Apr 2025 | $927.2M |
| Dec 2024 | $921.0M |
| Oct 2024 | $865.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+4.6%
net income over revenue, 2025-07-02 to 2026-06-30
Net margin, TTM CAKE
| FY Dec 2025 | +3.9% |
| FY Dec 2024 | +4.4% |
| FY Jan 2024 | +2.9% |
| FY Jan 2023 | +1.3% |
| FY Dec 2022 | +1.5% |
| Jun 2026 | +6.6% |
| Mar 2026 | +5.1% |
| Dec 2025 | +2.9% |
| Sep 2025 | +3.5% |
| Jul 2025 | +5.7% |
| Apr 2025 | +3.6% |
| Dec 2024 | +4.5% |
| Oct 2024 | +3.5% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$206.3M
operating cash flow minus capex, 2025-07-02 to 2026-06-30
Free cash flow, TTM CAKE
| FY Dec 2025 | $155.1M |
| FY Dec 2024 | $108.0M |
| FY Jan 2024 | $66.8M |
| FY Jan 2023 | $49.5M |
| FY Dec 2022 | $96.9M |
| Jun 2026 | $49.3M |
| Mar 2026 | $53.3M |
| Dec 2025 | $49.8M |
| Sep 2025 | $53.9M |
| Jul 2025 | $15.3M |
| Apr 2025 | $36.1M |
| Dec 2024 | $54.1M |
| Oct 2024 | $25.7M |
At each fiscal year end
Single quarter
Debt to equity
1.22x
long-term 2026-06-30 plus current 2026-03-31; equity 2026-06-30
Debt to equity CAKE
| FY Dec 2025 | 1.44x |
| FY Dec 2024 | 1.02x |
| FY Jan 2024 | 1.48x |
| FY Jan 2023 | 1.60x |
| FY Dec 2022 | 1.45x |
| Jun 2026 | 1.22x |
| Mar 2026 | 1.37x |
| Dec 2025 | 1.44x |
| Sep 2025 | 1.48x |
| Jul 2025 | 1.57x |
| Apr 2025 | 1.85x |
| Dec 2024 | 1.02x |
| Oct 2024 | 1.19x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.56x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-03-31
Cash flow to debt CAKE
| FY Dec 2025 | 0.48x |
| FY Dec 2024 | 0.59x |
| FY Jan 2024 | 0.46x |
| FY Jan 2023 | 0.35x |
| FY Dec 2022 | 0.41x |
| Jun 2026 | 0.56x |
| Mar 2026 | 0.51x |
| Dec 2025 | 0.48x |
| Sep 2025 | 0.51x |
| Jul 2025 | 0.49x |
| Apr 2025 | 0.45x |
| Dec 2024 | 0.59x |
| Oct 2024 | 0.51x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+38.7%
TTM net income over average of 2025-07-01 and 2026-06-30
Return on equity CAKE
| FY Dec 2025 | +33.6% |
| FY Dec 2024 | +41.2% |
| FY Jan 2024 | +33.1% |
| FY Jan 2023 | +13.8% |
| FY Dec 2022 | +14.9% |
| Jun 2026 | +38.7% |
| Mar 2026 | +41.2% |
| Dec 2025 | +33.6% |
| Sep 2025 | +39.2% |
| Jul 2025 | +41.1% |
| Apr 2025 | +46.7% |
| Dec 2024 | +41.2% |
| Oct 2024 | +35.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+5.5%
TTM net income over average of 2025-07-01 and 2026-06-30
Return on assets CAKE
| FY Dec 2025 | +4.7% |
| FY Dec 2024 | +5.3% |
| FY Jan 2024 | +3.6% |
| FY Jan 2023 | +1.5% |
| FY Dec 2022 | +1.8% |
| Jun 2026 | +5.5% |
| Mar 2026 | +5.1% |
| Dec 2025 | +4.7% |
| Sep 2025 | +5.2% |
| Jul 2025 | +5.3% |
| Apr 2025 | +5.3% |
| Dec 2024 | +5.3% |
| Oct 2024 | +4.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+20.2%
operating income after a 9.1% effective tax rate, over long-term 2026-06-30 plus current 2026-03-31 plus average of 2025-07-01 and 2026-06-30 minus cash
Return on invested capital CAKE
| FY Dec 2025 | +18.5% |
| FY Dec 2024 | +21.4% |
| FY Jan 2024 | n/a |
| FY Jan 2023 | n/a |
| FY Dec 2022 | +8.2% |
| Jun 2026 | +20.2% |
| Mar 2026 | +20.5% |
| Dec 2025 | +18.5% |
| Sep 2025 | +19.8% |
| Jul 2025 | +19.6% |
| Apr 2025 | +20.6% |
| Dec 2024 | +21.4% |
| Oct 2024 | +17.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+8.2%
operating income (EBIT proxy) over average of 2025-07-01 and 2026-06-30 minus current liabilities
Return on capital employed CAKE
| FY Dec 2025 | +7.8% |
| FY Dec 2024 | +7.9% |
| FY Jan 2024 | +5.1% |
| FY Jan 2023 | +1.8% |
| FY Dec 2022 | +2.6% |
| Jun 2026 | +8.2% |
| Mar 2026 | +7.7% |
| Dec 2025 | +7.8% |
| Sep 2025 | +8.4% |
| Jul 2025 | +8.5% |
| Apr 2025 | +8.3% |
| Dec 2024 | +7.9% |
| Oct 2024 | +6.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
29.40x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-02 to 2026-06-30
P/E, trailing CAKE
| FY Dec 2025 | 16.29x |
| FY Dec 2024 | 14.82x |
| FY Jan 2024 | 16.60x |
| FY Jan 2023 | 38.51x |
| FY Dec 2022 | 33.38x |
| Jun 2026 | 21.56x |
| Mar 2026 | 16.01x |
| Dec 2025 | 16.29x |
| Sep 2025 | 16.56x |
| Jul 2025 | 19.60x |
| Apr 2025 | 15.94x |
| Dec 2024 | 14.82x |
| Oct 2024 | 15.52x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$5.8B
market value at close 2026-10-27 on 2026-07-27 shares, plus long-term 2026-06-30 plus current 2026-03-31, minus cash 2026-06-30
Enterprise value CAKE
| FY Dec 2025 | $2.9B |
| FY Dec 2024 | $2.8B |
| FY Jan 2024 | $2.2B |
| FY Jan 2023 | $2.0B |
| FY Dec 2022 | $2.0B |
| Jun 2026 | $4.4B |
| Mar 2026 | $3.1B |
| Dec 2025 | $2.9B |
| Sep 2025 | $3.2B |
| Jul 2025 | $3.6B |
| Apr 2025 | $3.1B |
| Dec 2024 | $2.8B |
| Oct 2024 | $2.5B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.8%
TTM free cash flow over market value at close 2026-10-27
FCF yield CAKE
| FY Dec 2025 | +6.2% |
| FY Dec 2024 | +4.5% |
| FY Jan 2024 | +3.8% |
| FY Jan 2023 | +3.0% |
| FY Dec 2022 | +5.9% |
| Jun 2026 | +5.2% |
| Mar 2026 | +6.3% |
| Dec 2025 | +6.2% |
| Sep 2025 | +5.9% |
| Jul 2025 | +4.2% |
| Apr 2025 | +4.4% |
| Dec 2024 | +4.5% |
| Oct 2024 | +3.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
2.17x
P/E over trailing EPS growth of 14%: four quarters to 2026-06-30 against the four to 2025-07-01
PEG, trailing CAKE
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.27x |
| FY Jan 2024 | 0.11x |
| FY Jan 2023 | n/a |
| FY Dec 2022 | 0.05x |
| Jun 2026 | 1.59x |
| Mar 2026 | 2.22x |
| Dec 2025 | n/a |
| Sep 2025 | 0.66x |
| Jul 2025 | 0.55x |
| Apr 2025 | 0.35x |
| Dec 2024 | 0.27x |
| Oct 2024 | 0.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2024-01 | 2023-01 | |
|---|---|---|---|---|
| Revenue | $3.8B | $3.6B | $3.4B | $3.3B |
| Operating income | $187.3M | $178.3M | $108.6M | $38.9M |
| Net income | $148.0M | $157.0M | $101.0M | $43.0M |
| EPS (diluted) | 3.06 | 3.20 | 2.07 | 0.86 |
| Operating cash flow | $301.3M | $268.3M | $218.4M | $161.9M |
| Cash | $215.7M | $84.2M | $56.3M | $114.8M |
| Long-term debt | $561.3M | $452.1M | $470.0M | $468.0M |
| Buybacks | $153.9M | $18.2M | $46.1M | $63.1M |
| Dividends paid | $52.2M | $53.0M | $53.2M | $42.3M |
SEC XBRL, fiscal years, as known on 2026-10-28
CAKE Stock Sonar score 6/7 axes
Find similar shapesCompareCAKE ranks highest on profitability (71st percentile) and institutional and government (63rd), and lowest on insider conviction (5th), among Restaurants & Leisure peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
CAKE filings, in plain words
Are Cheesecake Factory insiders buying or selling CAKE?
In the 180 days to 2026-10-28, Cheesecake Factory insiders were net sellers, a net $28.8M across purchases and sales reported on Form 4, by 8 sellers.
Are there planned insider sales of CAKE?
Yes. 10 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $21.8M of stock; the latest, by Meyer Janice L., was filed 2026-08-14.
Read the full summary
In the 180 days to 2026-10-28, Cheesecake Factory insiders were net sellers of CAKE, a net $28.8M across purchases and sales reported on Form 4 by 8 sellers. None of the 14 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 10 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $21.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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