YETI
YETI Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 14 YETI reported Q1 2026 sales of $380.4M (+8% YoY), beating the $374.7…
- A Jul 20 Goldman Sachs upgrades
- R Aug 13 YETI reported Q2 2026 revenue of $483.9M (+9% YoY), in line with con…
- R Aug 13 YETI reported Q2 2026 GAAP EPS of $0.94, a 54% YoY increase, but thi…
- A Sep 18 Stifel upgrades
- A Oct 13 Ladenburg Thalmann initiates
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 28 added (1 new), 32 trimmed or exited. Largest new: Point72 Asset Management, $23.1M.
- AnalystsBULLISH
16 of 23 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −6.2% to 7.63M shares. 3.7 days to cover, ≈10.5% of shares.
- TrendUPTREND
3% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FMR LLC | ADD | $198.0M |
| CITADEL ADVISORS LLC | TRIM | $64.9M |
| ALLIANCEBERNSTEIN L.P. | ADD | $61.7M |
| Gotham Asset Management, LLC | ADD | $52.6M |
| MORGAN STANLEY | TRIM | $42.0M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | DOUBLED | $35.6M |
| Point72 Asset Management, L.P. | NEW | $23.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | $19.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
23 analystsPrice is below the lowest target. Median implies +25%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 13, 2026 | Ladenburg Thalmann INITIATE | Buy |
| Sep 28, 2026 | Canaccord Genuity MAINTAIN | Hold |
| Sep 18, 2026 | Stifel UPGRADE | Buy |
| Aug 20, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Aug 14, 2026 | Stifel MAINTAIN | Hold |
| Aug 14, 2026 | B of A Securities MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 17, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | TAX W/H | $23.8K |
| Aug 17, 2026 | Reintjes Matthew J Chair, President and CEO | TAX W/H | $88.7K |
| Aug 17, 2026 | Duff Martin SVP Supply Chain & Operations | TAX W/H | $27.1K |
| Aug 14, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | TAX W/H | $26.6K |
| Aug 14, 2026 | Duff Martin SVP Supply Chain & Operations | TAX W/H | $35.2K |
| Aug 14, 2026 | Reintjes Matthew J Chair, President and CEO | TAX W/H | $99.3K |
| May 7, 2026 | Kelley Mary Lou Director | AWARD | 3,719 sh |
| May 7, 2026 | Dean Alison Director | AWARD | 3,719 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
| Date | Member | Type | Amount |
|---|---|---|---|
| Sep 29, 2026 | Gilbert Cisneros D· HOUSE· YETI Holdings Inc | BUY | $1,001 - $15,000 |
Short side
FINRA· Sep 30, 2026SecBot reports
9 filings · 1 press release · 1 bullish · 0 bearish · 2 mixed · 6 neutral- NEUTRAL PRESS-RELEASEOct 22, 2026
YETI Holdings, Inc. announced it will report its fiscal Q3 2026 results on November 12, 2026.
- NEUTRAL INST-CLUSTEROct 21, 2026
Three asset managers added YETI positions in Q3 2026, led by Fort Washington Investment Advisors…
The cluster is small in absolute dollar terms and dominated by routine asset-manager adds, not high-conviction activist or concentrated fund moves. Monitor upcoming earnings for fundamental…
- NEUTRAL SC 13GOct 13, 2026
Reinhart Partners, LLC disclosed a 5.14% passive stake in YETI Holdings as of September 30, 2026…
Monitor for any future conversion to Schedule 13D or additional stake increases, which would signal a shift from passive to activist intent. For now, this is a routine passive disclosure.
- NEUTRAL 8-KSep 17, 2026
YETI held its 2026 Investor Day, unveiling a long-term growth strategy and financial framework…
Monitor execution against the long-term framework, particularly Bags & Soft Coolers becoming the next billion-dollar platform and international sales reaching $1B. The reiterated FY2026 guidance…
All YETI filing & press-release reports (10)
- PRESS-RELEASE reportOct 22, 2026
- INST-CLUSTER reportOct 21, 2026
- SC 13G reportOct 13, 2026
- 8-K reportSep 17, 2026
- PRESS-RELEASE reportSep 17, 2026
- 8-K reportAug 13, 2026
- PRESS-RELEASE reportAug 13, 2026
- 8-K reportAug 12, 2026
- 8-K reportMay 14, 2026
- DEFA14A reportMar 26, 2026