Brokers Offer Predictions for Yelp’s Q4 Earnings (NYSE:YELP)

Yelp Inc. (NYSE:YELP) – Stock analysts at Zacks Research raised their Q4 2025 earnings per share estimates for Yelp in a report released on Thursday, March 6th. Zacks Research analyst R. Department now forecasts that the local business review company will post earnings per share of $0.63 for the quarter, up from their previous forecast of $0.56. The consensus estimate for Yelp’s current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Yelp’s Q1 2026 earnings at $0.42 EPS.

Separately, Morgan Stanley increased their target price on Yelp from $34.00 to $35.00 and gave the company an “underweight” rating in a research report on Monday, January 13th. Two investment analysts have rated the stock with a sell rating, six have assigned a hold rating, one has issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, Yelp presently has a consensus rating of “Hold” and a consensus target price of $37.17.

Yelp Trading Down 0.2 %

Yelp stock opened at $35.16 on Monday. The company has a market capitalization of $2.31 billion, a PE ratio of 18.31, a P/E/G ratio of 0.76 and a beta of 1.40. Yelp has a 12 month low of $32.56 and a 12 month high of $41.72. The stock has a 50-day moving average price of $38.13 and a two-hundred day moving average price of $36.67.

Yelp (NYSE:YELP) last released its quarterly earnings data on Thursday, February 13th. The local business review company reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.09. The business had revenue of $361.95 million for the quarter, compared to analyst estimates of $350.73 million. Yelp had a return on equity of 18.07% and a net margin of 9.41%.

Institutional Investors Weigh In On Yelp

Hedge funds have recently added to or reduced their stakes in the business. Allworth Financial LP increased its holdings in Yelp by 82.5% in the fourth quarter. Allworth Financial LP now owns 637 shares of the local business review company’s stock worth $25,000 after purchasing an additional 288 shares in the last quarter. Avion Wealth increased its holdings in Yelp by 1,963.6% in the fourth quarter. Avion Wealth now owns 908 shares of the local business review company’s stock worth $35,000 after purchasing an additional 864 shares in the last quarter. Fifth Third Bancorp grew its stake in Yelp by 76.5% in the fourth quarter. Fifth Third Bancorp now owns 1,094 shares of the local business review company’s stock valued at $42,000 after acquiring an additional 474 shares during the period. Asset Management One Co. Ltd. acquired a new stake in Yelp in the third quarter valued at approximately $54,000. Finally, McIlrath & Eck LLC acquired a new stake in Yelp in the fourth quarter valued at approximately $63,000. 90.11% of the stock is currently owned by institutional investors.

Insider Transactions at Yelp

In other Yelp news, CFO David A. Schwarzbach sold 10,000 shares of Yelp stock in a transaction that occurred on Monday, December 16th. The stock was sold at an average price of $39.72, for a total value of $397,200.00. Following the completion of the sale, the chief financial officer now directly owns 201,988 shares in the company, valued at approximately $8,022,963.36. The trade was a 4.72 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Sam Eaton sold 21,989 shares of Yelp stock in a transaction that occurred on Friday, February 21st. The stock was sold at an average price of $35.70, for a total value of $785,007.30. Following the completion of the sale, the chief technology officer now owns 153,159 shares of the company’s stock, valued at approximately $5,467,776.30. The trade was a 12.55 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 67,727 shares of company stock worth $2,480,517 over the last ninety days. 7.40% of the stock is owned by insiders.

About Yelp

Yelp Inc operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services.