Market Cap
$5.3B
JM
JMKE
Jersey Mike's Subs Inc.
$16.57 ▼ -1.19%
Prev close $16.77Market cap$5.3B
ConsensusStrong Buy
12-mo target$27.87 (+68.2%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (9 insiders)High Impact Filing (7/10)
Snapshot
The big-picture read on JMKE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (84%)
Insider Activity
$1.0M buy / $1.4B sell
Insider Net $
-$1.4B
Social Sentiment
41° Cool
SEC Reports
5
Price chart 30d -17.4%
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 other
Jersey Mike's Marks National Disability Employment Awareness Month by Deepening Best Buddies Partnership
Throughout October, customers can round up their order and donate to support Best Buddies TINTON FAL
Sep 30, 2026 Insider
Boardwalk ML Holdco I L.P. disposed of 501 shares
10%+ Owner
Sep 30, 2026 Insider
Boardwalk ML Holdco I L.P. disposed of 1,336,675 shares
10%+ Owner
Sep 30, 2026 Insider
Sep 9, 2026 SEC Boardwalk ML Holdco I L.P. disposed of 35 shares
10%+ Owner
Jersey Mike's reported Q2 FY2026 revenue of $208M (+10% YoY), in line with consensus of $208.7M, but GAAP net income fel
8-K — Impact 6/10
Two major pre-IPO holders — Blackstone and Abu Dhabi Investment Authority — sold a combined 27.5M shares of Jersey Mike'
CLUSTER — Impact 6/10
Jersey Mike's Subs Inc. filed an 8-K with amendments to its LLC agreement, a new tax receivable agreement, and an amende
8-K — Impact 3/10
Analyst ratings
How Wall Street rates the stock today, and the latest firm-by-firm actions.
84% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 11, 2026 | Tigress Financial | MAINTAIN | Buy | 59% |
| Sep 11, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 10, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 10, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 10, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Sep 10, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 9, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Aug 26, 2026 | Tigress Financial | INITIATE | Buy | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 17 | 5 | 0 | 0 | 84% |
Price targets
Where 23 covering analysts think JMKE trades over the next 12 months.
$27.87 +68.2% upside Strong Buy
Current$16.57 Low$14.90 Median$28.00 High$40.00 23 analysts
$14.90$40.00
Analyst rating Buy· 1.6/5 as of Oct 3, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
41°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 3 neutral · avg impact 5.4/10.
BEARISH8-K6/10
Jersey Mike's reported Q2 FY2026 revenue of $208M (+10% YoY), in line with consensus of $208.7M, but
Sep 9, 2026
NEUTRALCLUSTER6/10
Two major pre-IPO holders — Blackstone and Abu Dhabi Investment Authority — sold a combined 27.5M sh
Aug 5, 2026
NEUTRAL8-K3/10
Jersey Mike's Subs Inc. filed an 8-K with amendments to its LLC agreement, a new tax receivable agre
Aug 4, 2026
NEUTRAL35/10
Abu Dhabi Investment Authority (ADIA) and its affiliates Platinum International Investment Holding R
Jul 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Jersey Mike's Marks National Disability Employment Awareness Month by Deepening Best Buddies Partnership
Throughout October, customers can round up their order and donate to support Best Buddies TINTON FALLS, N.J., Oct. 1, 2026 /PRNewswire/ -- Jersey Mike
Sep 30, 2026
short_volume
Short Volume: JMKE — 61.5% short (1.0M / 1.7M)
Short: 1,019,978 | Exempt: 115 | TRF Vol: 1,658,746 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: JMKE — 57.6% short (1.0M / 1.8M)
Short: 1,027,826 | Exempt: 8 | TRF Vol: 1,783,424 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: JMKE — 58.8% short (0.9M / 1.5M)
Short: 876,040 | Exempt: 3,301 | TRF Vol: 1,488,814 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: JMKE — 62.7% short (1.6M / 2.5M)
Short: 1,575,710 | Exempt: 200 | TRF Vol: 2,512,527 | Short Ratio: 62.7% | 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 | $0.18 | $0.12–$0.27 | — | — | — | $0.2B | 13 |
| Next Q | $0.07 | $0.05–$0.13 | — | +33.9% | — | $0.2B | 6 |
| Current FY | $0.19 | $0.13–$0.27 | — | +6.8% | — | $0.8B | 9 |
| Next FY | $0.54 | $0.50–$0.60 | 189.1% | +1.7% | — | $0.9B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.182 | — |
| 7d ago | $0.182 | — |
| 30d ago | $0.000 | +0.182 |
| 60d ago | $0.000 | +0.182 |
| 90d ago | $0.000 | +0.182 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 44 transactions. Net -$1.4B — $1.0M bought, $1.4B sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 501 | — | — |
| Sep 30, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 1,336,675 | — | — |
| Sep 30, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 35 | — | — |
| Sep 30, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 185,624 | — | — |
| Sep 30, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 13,257 | — | — |
| Sep 30, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 185,624 | — | — |
| Sep 30, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 13,257 | — | — |
| Sep 17, 2026 | Bromberg Matthew S | Director | AWARD | 5,434 | — | — |
| Sep 15, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 1,985 | — | — |
| Sep 15, 2026 | Boardwalk ML Holdco I L.P. | 10%+ Owner | J | 1,900,625 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JMKE.
Shares short
10,415,401
Settlement Sep 15, 2026
Change vs prior
+39.4%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈3.3%
Estimate — not % of float
All JMKE filing & press-release reports (5)
- 8-K reportSep 9, 2026
- CLUSTER reportAug 5, 2026
- 8-K reportAug 4, 2026
- 3 reportJul 30, 2026
- S-1/A reportJul 20, 2026