Market Cap
$1.3B
YSWY
Yesway, Inc.
$19.75 ▼ -0.28%
Prev close $19.81Market cap$1.3B
ConsensusBuy
12-mo target$29.63 (+50.0%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)11 New Institutional Positions
Snapshot
The big-picture read on YSWY right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$354.9M
Inst. Activity
11 buys / 0 sells
SEC Reports
9
Price chart 30d -17.9%
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
Aug 13, 2026 SEC Yesway Completes Iowa and Kansas Portfolio Sale to Redeploy Capital into Higher-Return Growth Opportunities
Divestiture of non-strategic assets supports a stronger balance sheet and investment in new-to-indus
Yesway reported Q2 2026 EPS of $0.36, a 24.1% miss vs $0.47 consensus, on revenue of $843.9M (in line). Despite strong y
8-K — Impact 6/10
Jun 30, 2026 Inst.
PRINCIPAL FINANCIAL GROUP INC — NEW
2,654,505 shares ($53.9M)
Jun 30, 2026 Inst.
Jun 2, 2026 SEC AMERICAN CENTURY COMPANIES INC — NEW
1,933,095 shares ($39.2M)
Yesway reported strong Q1 2026 results with revenue of $683.6M (+13.9% YoY) and net income of $30.2M vs a $5.6M loss a y
8-K — Impact 7/10
Yesway reported a strong Q1 2026 earnings beat, with net income of $30.2M vs a loss of $5.6M a year ago and Adjusted EBI
PRESS-RELEASE — Impact 7/10
Apr 24, 2026 Insider
Ayles Ericka L. was granted 216,000 shares
CFO and Treasurer
Apr 24, 2026 Insider
Papazian Greg M. was granted 7,000 shares
Director
Analyst ratings buy % -2.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | William Blair | INITIATE | Outperform | 51% |
| Sep 17, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 17, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 14, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 5, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 3, 2026 | Guggenheim | REITERATE | Buy | 52% |
| May 18, 2026 | Barclays | INITIATE | Overweight | 54% |
| May 18, 2026 | JP Morgan | INITIATE | Neutral | 55% |
| May 18, 2026 | Guggenheim | INITIATE | Buy | 52% |
| May 18, 2026 | Keybanc | INITIATE | Overweight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Aug 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Jul 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Jun 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% |
Price targets
Where 8 covering analysts think YSWY trades over the next 12 months.
$29.63 +50.0% upside Strong Buy
Current$19.76 Low$27.00 Median$30.00 High$32.00 8 analysts
$27.00$32.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 4 bullish, 1 bearish, 1 mixed, 3 neutral · avg impact 5.8/10.
BEARISH8-K6/10
Yesway reported Q2 2026 EPS of $0.36, a 24.1% miss vs $0.47 consensus, on revenue of $843.9M (in lin
Aug 13, 2026
BULLISH8-K7/10
Yesway reported strong Q1 2026 results with revenue of $683.6M (+13.9% YoY) and net income of $30.2M
Jun 2, 2026
BULLISHPRESS-RELEASE7/10
Yesway reported a strong Q1 2026 earnings beat, with net income of $30.2M vs a loss of $5.6M a year
Jun 2, 2026
NEUTRAL8-K5/10
Yesway, Inc. filed an 8-K in connection with its initial public offering (IPO), entering into key ag
Apr 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Yesway Completes Iowa and Kansas Portfolio Sale to Redeploy Capital into Higher-Return Growth Opportunities
Divestiture of non-strategic assets supports a stronger balance sheet and investment in new-to-industry stores in faster-growing core markets Divestit
Sep 24, 2026
other
YESWAY ENTERS ARIZONA WITH GRAND OPENING OF ITS FIRST ALLSUP'S STORE IN THE STATE
Willcox location marks company's entry into its 10th state and a major milestone in Yesway's continued growth across the Southwest FORT WORTH, Texas,
Sep 21, 2026
other
Yesway Continues Texas Expansion with New Allsup's Store in Odessa
New location combines Allsup's signature food offerings with expanded amenities for local customers, travelers and professional drivers FORT WORTH, Te
Aug 13, 2026
earnings_calendar
YSWY Q2 2026 Earnings Scheduled — 2026-08-13
Jun 30, 2026
short_interest_report
Short Interest: YSWY up 121% to 3.0M shares
Settlement 2026-06-30 | Days to cover: 3.15 | ≈4.73% of shares outstanding (est.)
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 | $0.37 | $0.29–$0.51 | — | -1.4% | 6↑ 1↓ | $0.9B | 9 |
| Next Q | $0.26 | $0.13–$0.36 | — | +0.1% | 6↑ 0↓ | $0.8B | 9 |
| Current FY | $1.79 | $1.33–$2.42 | — | -0.1% | 6↑ 0↓ | $3.3B | 9 |
| Next FY | $1.20 | $0.84–$1.79 | -33.2% | +3.5% | 7↑ 0↓ | $3.2B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.374 | — |
| 7d ago | $0.379 | -0.005 |
| 30d ago | $0.379 | -0.005 |
| 60d ago | $0.305 | +0.069 |
| 90d ago | $0.305 | +0.069 |
Institutional ownership
Which big funds own YSWY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $354.9M total value (17,482,016 shares) as of 2026-Q2. Top holders: PRINCIPAL, AMERICAN, ROYCE. Net buying activity: 11 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 2,654,505 | $53.9M | 15.2% | NEW |
| AMERICAN CENTURY COMPANIES INC | 1,933,095 | $39.2M | 11.1% | NEW |
| ROYCE & ASSOCIATES LP | 1,493,949 | $30.3M | 8.5% | NEW |
| BlackRock, Inc. | 1,329,596 | $27.0M | 7.6% | NEW |
| Boston Partners | 1,179,942 | $24.0M | 6.7% | NEW |
| CITADEL ADVISORS LLC | 1,079,044 | $21.9M | 6.2% | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | 923,515 | $18.7M | 5.3% | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 857,768 | $17.4M | 4.9% | NEW |
| GOLDMAN SACHS GROUP INC | 759,241 | $15.4M | 4.3% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 639,002 | $13.0M | 3.7% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | NEW | — | 2,654,505 | — | $53.9M |
| AMERICAN CENTURY COMPANIES INC | NEW | — | 1,933,095 | — | $39.2M |
| ROYCE & ASSOCIATES LP | NEW | — | 1,493,949 | — | $30.3M |
| BlackRock, Inc. | NEW | — | 1,329,596 | — | $27.0M |
| Boston Partners | NEW | — | 1,179,942 | — | $24.0M |
| CITADEL ADVISORS LLC | NEW | — | 1,079,044 | — | $21.9M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 923,515 | — | $18.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 857,768 | — | $17.4M |
| GOLDMAN SACHS GROUP INC | NEW | — | 759,241 | — | $15.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | — | 639,002 | — | $13.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 31 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 24, 2026 | Ayles Ericka L. | CFO and Treasurer | AWARD | 216,000 | — | — |
| Apr 24, 2026 | Papazian Greg M. | Director | AWARD | 7,000 | — | — |
| Apr 24, 2026 | SOLTAU JILL A. | Director | AWARD | 7,000 | — | — |
| Apr 24, 2026 | Lewis Ronald C. | Director | AWARD | 7,000 | — | — |
| Apr 24, 2026 | Brown Thomas Warren | Director | AWARD | 198,000 | — | — |
| Apr 24, 2026 | TRKLA THOMAS N. | See Remarks | AWARD | 1,080,000 | — | — |
| Apr 24, 2026 | Clark Shauna J. | Director | AWARD | 7,000 | — | — |
| Apr 24, 2026 | Zernich Kurt M. | General Counsel and Secretary | AWARD | 198,000 | — | — |
| Apr 21, 2026 | Ayles Ericka L. | CFO and Treasurer | AWARD | 83,656 | — | — |
| Apr 21, 2026 | Ayles Ericka L. | CFO and Treasurer | AWARD | 83,656 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for YSWY.
Shares short
2,354,518
Settlement Sep 15, 2026
Change vs prior
-3.1%
Semi-monthly cycle
Days to cover
7.9
At avg daily volume
Of shares outstanding
≈3.7%
Estimate — not % of float
All YSWY filing & press-release reports (9)
- 8-K reportAug 13, 2026
- 8-K reportJun 2, 2026
- PRESS-RELEASE reportJun 2, 2026
- 8-K reportApr 27, 2026
- 424B4 reportApr 23, 2026
- 3 reportApr 23, 2026
- 3 reportApr 23, 2026
- EFFECT reportApr 22, 2026
- S-1/A reportApr 13, 2026