Market Cap
$1.2B
CBRL
CRACKER BARREL OLD COUNTRY STORE, INC
$55.76 ▲ +7.81%
Prev close $51.72Market cap$1.2B
ConsensusStrong Sell
12-mo target$50.71 (-9.0%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)21 New Institutional Positions14 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on CBRL right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (13%)
Inst. Holders
50 funds
Inst. Value
$1.1B
Inst. Activity
21 buys / 14 sells
Insider Activity
$0.00 buy / $182.3K sell
Insider Net $
-$182.3K
Social Sentiment
67° Warm
SEC Reports
6
Congressional
2 trades
Price chart 30d +3.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Roberts Donna sold 3,500 shares
SVP, Chief HR Officer @ $52.08 ($182.3K)
Sep 30, 2026 Insider
Roberts Donna surrendered for taxes 334 shares
SVP, Chief HR Officer @ $52.62 ($17.6K)
Sep 30, 2026 Insider
Roberts Donna acquired via exercise 788 shares
SVP, Chief HR Officer
Sep 24, 2026 short_volume
Aug 21, 2026 SEC Short Volume: CBRL — 58.8% short (0.4M / 0.7M)
Short: 428,884 | Exempt: 1,607 | TRF Vol: 729,884 | Short Ratio: 58.8% | Off-exchange volume (dark p
A federal district court denied Cracker Barrel's motion to dismiss a class-action ERISA lawsuit challenging its tobacco
COURT-RULING — Impact 5/10
Aug 19, 2026 Event
Aug 14, 2026 SEC Fritsch v. Cracker Barrel Old Country Store, Inc.
Court ruling (tnmd) — Docket: 3:25-cv-01249
A strong institutional accumulation cluster emerged in CBRL during 2026-Q2, with 7 buyers adding $28.6M in net new posit
INST-CLUSTER — Impact 6/10
Cracker Barrel announced a CEO transition: Julie Masino steps down as President and CEO effective August 10, 2026, and D
8-K — Impact 4/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
13% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Sep 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 22, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Jun 11, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jun 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 10, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Jun 10, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Jun 5, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Apr 6, 2026 | Freedom Broker | INITIATE | Hold | 66% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 1 | 7 | 2 | 4 | 13% | |
| Aug 1, 2026 | 1 | 1 | 7 | 2 | 4 | 13% | |
| Jul 1, 2026 | 1 | 1 | 7 | 2 | 4 | 13% | |
| Jun 1, 2026 | 1 | 0 | 8 | 2 | 4 | 7% | |
| May 1, 2026 | 1 | 0 | 8 | 2 | 4 | 7% | |
| Apr 1, 2026 | 1 | 0 | 7 | 2 | 4 | 7% | |
| Mar 1, 2026 | 1 | 1 | 7 | 2 | 4 | 13% | |
| Feb 1, 2026 | 1 | 1 | 7 | 2 | 4 | 13% |
Price targets
Where 7 covering analysts think CBRL trades over the next 12 months.
$50.71 -9.0% upside Sell
Current$55.76 Low$44.00 Median$50.00 High$60.00 7 analysts
$44.00$60.00
Analyst rating Hold· 3.1/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 2 neutral · avg impact 5.2/10.
BEARISHCOURT-RULING5/10
A federal district court denied Cracker Barrel's motion to dismiss a class-action ERISA lawsuit chal
Aug 21, 2026
BULLISHINST-CLUSTER6/10
A strong institutional accumulation cluster emerged in CBRL during 2026-Q2, with 7 buyers adding $28
Aug 14, 2026
NEUTRAL8-K4/10
Cracker Barrel announced a CEO transition: Julie Masino steps down as President and CEO effective Au
Jul 27, 2026
NEUTRALCOURT-RULING3/10
A federal district court granted a motion to sever and transfer non-Arizona plaintiffs' FLSA wage cl
Jun 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: CBRL — 58.8% short (0.4M / 0.7M)
Short: 428,884 | Exempt: 1,607 | TRF Vol: 729,884 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
earnings
CRACKER BARREL REPORTS FOURTH QUARTER AND FULL YEAR FISCAL 2026 RESULTS AND PROVIDES FISCAL 2027 OUTLOOK
Performance Underscores Continued Improvement in Key Operating & Financial Metrics LEBANON, Tenn., Sept. 23, 2026 /PRNewswire/ -- Cracker Barrel Old C
Sep 23, 2026
earnings_calendar
CBRL Q4 2026 Earnings Before Market Open — 2026-09-23
Sep 23, 2026
short_volume
Short Volume: CBRL — 65.0% short (0.9M / 1.3M)
Short: 861,522 | Exempt: 2,651 | TRF Vol: 1,324,860 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: CBRL — 64.5% short (0.3M / 0.5M)
Short: 349,016 | Exempt: 0 | TRF Vol: 540,711 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.06 | $-0.31–$0.26 | 91.7% | +83.4% | 1↑ 2↓ | $0.8B | 7 |
| Next Q | $0.81 | $0.46–$1.34 | 224.0% | +19.2% | 3↑ 0↓ | $0.9B | 6 |
| Current FY | $2.01 | $1.67–$2.35 | 151.8% | +82.9% | 5↑ 0↓ | $3.4B | 6 |
| Next FY | $2.12 | $1.88–$2.56 | 5.5% | +26.5% | 2↑ 0↓ | $3.5B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.061 | — |
| 7d ago | $-0.407 | +0.346 |
| 30d ago | $-0.367 | +0.306 |
| 60d ago | $-0.367 | +0.306 |
| 90d ago | $-0.428 | +0.367 |
Institutional ownership
Which big funds own CBRL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.1B total value (20,956,894 shares) as of 2026-Q2. Top holders: BlackRock,, D., AMERICAN. Net buying activity: 21 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,554,653 | $189.5M | 17.0% | — |
| D. E. Shaw & Co., Inc. | 1,437,588 | $76.6M | 6.9% | DOUBLED +2047.9% |
| AMERICAN CENTURY COMPANIES INC | 1,053,539 | $56.2M | 5.0% | — |
| Allianz Asset Management GmbH | 1,041,589 | $55.5M | 5.0% | ADD +58.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 990,795 | $52.8M | 4.7% | — |
| TWO SIGMA INVESTMENTS, LP | 980,280 | $52.2M | 4.7% | — |
| STATE STREET CORP | 899,950 | $48.0M | 4.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 731,600 | $39.0M | 3.5% | TRIM -32.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 682,102 | $36.4M | 3.3% | — |
| FEDERATED HERMES, INC. | 599,454 | $32.0M | 2.9% | DOUBLED +922.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | DOUBLED | 66,931 | 1,437,588 | +2047.9% | $76.6M |
| FEDERATED HERMES, INC. | DOUBLED | 58,602 | 599,454 | +922.9% | $32.0M |
| Nuveen, LLC | DOUBLED | 68,219 | 411,062 | +502.6% | $21.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 172,808 | 376,252 | +117.7% | $20.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 9,104 | 295,019 | +3140.5% | $15.7M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 402,235 | 294,533 | -26.8% | $15.7M |
| CITADEL ADVISORS LLC | TRIM | 430,169 | 253,662 | -41.0% | $13.5M |
| MARSHALL WACE, LLP | TRIM | 586,849 | 196,289 | -66.6% | $10.5M |
| Walleye Capital LLC | DOUBLED | 11,668 | 137,128 | +1075.2% | $7.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 33,375 | 66,713 | +99.9% | $3.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 38 transactions. Net -$182.3K — $0.00 bought, $182.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Roberts Donna | SVP, Chief HR Officer | SELL | 3,500 | $52.08 | $182.3K |
| Sep 30, 2026 | Roberts Donna | SVP, Chief HR Officer | TAX W/H | 334 | $52.62 | $17.6K |
| Sep 30, 2026 | Roberts Donna | SVP, Chief HR Officer | EXERCISE | 788 | — | — |
| Sep 30, 2026 | Roberts Donna | SVP, Chief HR Officer | TAX W/H | 4,193 | $52.62 | $220.6K |
| Sep 30, 2026 | Spurgin Jim Mark | SVP Chief Supply Chain Officer | TAX W/H | 736 | $52.62 | $38.7K |
| Sep 30, 2026 | Masino Julie D. | CEO | EXERCISE | 6,922 | — | — |
| Sep 30, 2026 | Pommells Craig | SVP & CFO | TAX W/H | 831 | $52.62 | $43.7K |
| Sep 30, 2026 | Hoffmeister Bruce | SVP, Chief Information Officer | TAX W/H | 1,012 | $52.62 | $53.3K |
| Sep 30, 2026 | Pommells Craig | SVP & CFO | EXERCISE | 1,961 | — | — |
| Sep 30, 2026 | Masino Julie D. | CEO | TAX W/H | 2,932 | $52.62 | $154.3K |
Congressional trades
CBRL trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 1, 2026 | Tim Moore | R | HOUSE | SELL | $15,001 - $50,000 | Cracker Barrel Old Country Store Inc | Apr 29, 2026(29d) |
| Mar 23, 2026 | Timothy Moore | R | HOUSE | BUY | $15,001 - $50,000 | Cracker Barrel Old Country Store Inc | Mar 25, 2026(3d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CBRL.
Shares short
5,688,122
Settlement Sep 15, 2026
Change vs prior
+10.0%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈25.4%
Estimate — not % of float
All CBRL filing & press-release reports (6)
- COURT-RULING reportAug 21, 2026
- INST-CLUSTER reportAug 14, 2026
- 8-K reportJul 27, 2026
- COURT-RULING reportJun 27, 2026
- 8-K reportJun 9, 2026
- 8-K reportMar 4, 2026