Monitor for any future conversion of this 13G to a 13D, which would signal a shift to activist intent. Dimensional is a systematic/quantitative manager and rarely engages in activism, so this is likely a passive portfolio adjustment.
Price Chart
Executive Summary
Dimensional Fund Advisors LP disclosed a 5.2% passive stake in Bloomin' Brands, Inc. via a Schedule 13G filed 2026-10-08, holding 4,414,399 shares of common stock as of 2026-09-30. This is a new passive filing by a major index/quantitative fund manager, indicating routine portfolio rebalancing rather than an activist or control-oriented position.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP filed a new Schedule 13G for Bloomin' Brands, Inc. (BLMN) on 2026-10-08.
- Beneficial ownership: 4,414,399 shares of common stock, representing 5.2% of shares outstanding as of 2026-09-30.
- Dimensional has sole voting power over 4,326,620 shares and sole dispositive power over 4,414,399 shares.
- The filing is made under Rule 13d-1(b), confirming a passive investment intent with no control or influence purpose.
- Dimensional disclaims beneficial ownership of the securities, which are held by various funds it advises.
Financial Impact
No direct financial impact; passive 5.2% stake disclosure is routine for a large asset manager.
Risk Factors
- No material risks identified from this passive filing alone.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001067 |
| Document: 0000354204-26-001067-index.html | 0000354204-26-001067 |
| Document: 0000354204-26-001067.txt | 0000354204-26-001067 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | SC 13G | $8.48 | awaiting T+20 | — | $9.14 (+7.78%) |
Sep 29, 2026 27d ago | 8-K | $8.06 | awaiting T+20 | — | $9.14 (+13.40%) |
Aug 5, 2026 11w ago | 8-K | $11.85 $9.93 | ▼ −16.20% | ▼ −15.60% | $9.14 (−22.87%) |
Jul 1, 2026 16w ago | 8-K | $8.91 $8.81 | ▼ −1.12% | ▲ +1.06% | $9.14 (+2.58%) |
May 8, 2026 24w ago | 144 | $8.37 $7.43 | ▲ +11.23% | ▲ +10.93% | $9.14 (−9.20%) |
May 6, 2026 24w ago | 8-K | $8.12 $7.49 | ▼ −7.76% | ▼ −10.54% | $9.14 (+12.56%) |
Mar 3, 2026 33w ago | DEFA14A | $6.35 $5.40 | ▼ −14.96% | ▼ −10.56% | $9.14 (+43.94%) |
Feb 25, 2026 34w ago | 8-K | $5.71 $5.62 | ▼ −1.58% | ▲ +3.66% | $9.14 (+60.07%) |
US Market Status
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