BJRI BJ's Restaurants, Inc. - Common Stock

NASDAQ · Hotels, Restaurants & Leisure · View on SEC EDGAR ↗
$65.95
Price · Aug 19, 2026
Fundamentals as of Jul 31, 2026
52W Range
$28–$75
81% of range
Analyst Rating
HOLD
16 analysts
Price Target
$75
+14% upside
P/E (TTM)
30.5
ROE
13.0%
Net Profit Margin
3.5%

About BJ's Restaurants, Inc. - Common Stock Company overview from Wikipedia

BJ's Restaurants, Inc. is an American restaurant chain, headquartered in Huntington Beach, California. The chain operates under the names BJ's Restaurant & Brewery, BJ's Restaurant & Brewhouse, BJ's Grill, and BJ's Pizza & Grill.

Read more

BJ's Restaurants, Inc. is an American restaurant chain, headquartered in Huntington Beach, California. The chain operates under the names BJ's Restaurant & Brewery, BJ's Restaurant & Brewhouse, BJ's Grill, and BJ's Pizza & Grill.

History

BJ's was founded in 1978 by Jim Kozen and Leonard Allenstein. It first opened in Santa Ana, California, as BJ's Chicago Pizzeria. The original name was BJ Grunts, but due to a federal trademark conflict with RJ Grunts, a Chicago-based hamburger restaurant, the name was changed. Shortly after the opening of the first restaurant, Mike Phillips and Bill Cunningham bought 50% of the company for $14,000. Kozen and Allenstein left the group after the opening of the seventh store. Phillips and Cunningham sold the company to their accountants Paul Motenko and Jerry Hennessy in 1991.

Originally known as Chicago Pizza, the company went public in 1996, raising $9.4 million. The company then bought 26 Pietro's Pizza restaurants in March 1996 in a $2.8 million deal in cash and assumed debt, but then sold off seven of the locations with plans to convert the remaining Pietro's to what was then BJ's Pizza. During the same year, the company opened a microbrewery at its Brea restaurant.

Between 2010 and 2011, the National Retail Federation named it one of the 10 fastest-growing restaurants in the US based on year-over-year sales.

In 2013, BJ's produced a combined total of 60,000 barrels annually at their 11 brewery restaurants to serve their chain of 136 restaurants in 15 states. In 2010, the company's BJ's Hefelightzen was awarded a gold medal at the Great American Beer Festival. In 2021, Greg Levin was appointed to CEO. As of December 2022, BJ's operated 215 restaurants in 29 states.

Offerings

BJ's menu features pizza, beers, appetizers, entrees, pastas, sandwiches, salads, and desserts (including the signature Pizookie). Some locations feature microbreweries that supply beer to other locations in the chain.

Awards and recognition

At the 2006 Great American Beer Festival, BJ's Big Fish IPA achieved a gold medal within the American-style Strong Pale Ale classification. Its design draws inspiration from the Piranha Pale Ale, which secured a silver medal in 2002. In a similar vein, BJ's Jeremiah Red earned a silver medal in the strong ales category during the same festival in 1996. The Belgian-style wheat beer from BJ's has been honored with a Gold Medal by the North American Beer Awards.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

BJRI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$65.95
Market Cap
$1.39B
P/E (TTM)
30.5
EPS (TTM)
$2.16
Revenue (TTM)
$1.40B
Div Yield
0.00%
ROE
13.0%
Debt/Equity
—
52W Range
$28 – $75

BJRI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $1.40B
9-point trend, +35.6%
2018-01-02 → 2025-12-30
EPS $2.16
9-point trend, +4.9%
2018-01-02 → 2025-12-30
Free Cash Flow $41M
8-point trend, +12.7%
2018-01-02 → 2025-12-30
Margins 3.5%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
BJRI
Peer Median
P/E (TTM)
5-point trend, +108.2%
30.5
33.6
P/S (TTM)
5-point trend, -21.9%
1.0
1.1
P/B
5-point trend, -8.4%
3.8
6.6
Price / FCF
5-point trend, -45.7%
34.0
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
BJRI
Peer Median
Operating Margin
5-point trend, +317.8%
3.3%
—
Net Profit Margin
5-point trend, +1157.6%
3.5%
3.6%
ROA
5-point trend, +1497.1%
4.8%
3.8%
ROE
5-point trend, +1300.9%
13.0%
15.0%
ROIC
5-point trend, +1505.4%
13.1%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BJRI
Peer Median
Current Ratio
5-point trend, -11.9%
0.4
1.0
Quick Ratio
5-point trend, -33.4%
0.2
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
BJRI
Peer Median
Revenue YoY
5-point trend, +28.7%
3.1%
—
Revenue CAGR 3Y
5-point trend, +28.7%
2.9%
—
Revenue CAGR 5Y
5-point trend, +28.7%
12.4%
—
EPS YoY
5-point trend, +1450.0%
208.6%
—
Net Income YoY
5-point trend, +1453.5%
192.5%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
BJRI
Peer Median
EPS (Diluted)
5-point trend, +1450.0%
$2.16
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BJRI
Peer Median
Payout Ratio
5-point trend, +100.0%
0.00%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
0.00%
Payout Ratio
0.00%
5Y Div CAGR
—
Ex-dateAmount
March 9, 2020$0.1300
Nov. 7, 2019$0.1300
Aug. 9, 2019$0.1200
May 10, 2019$0.1200
March 11, 2019$0.1200
Nov. 8, 2018$0.1200
Aug. 10, 2018$0.1100
May 11, 2018$0.1100
March 12, 2018$0.1100
Nov. 10, 2017$0.1100

BJRI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 16 analysts
  • Strong Buy 4 25.0%
  • Buy 5 31.2%
  • Hold 7 43.8%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

8 analysts · 2026-08-14
Median target $75.00 +13.7%
Mean target $75.38 +14.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.07%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.94 $0.91 0.03%
March 31, 2026 $0.57 $0.60 -0.03%
Dec. 31, 2025 $0.57 $0.60 -0.03%
Sept. 30, 2025 $0.04 $0.03 0.01%
June 30, 2025 $0.97 $0.74 0.23%
March 31, 2025 $0.59 $0.39 0.20%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BJRI $837M 18.3 3.1% 3.5% 13.0% —
CAVA $6.99B 111.4 22.4% 5.4% 8.3% —
CAKE $2.50B 16.5 4.8% 4.0% 33.7% —
WING $7.06B 41.3 11.3% 25.0% -24.5% —
SHAK — 74.5 15.4% 3.2% 9.2% —
WEN $1.59B 9.8 -3.1% 7.6% 143.4% —
CBRL $1.31B 28.7 0.37% 1.3% 10.1% —
BLMN $579M 67.9 0.14% 0.21% 3.5% —
PZZA $1.29B 43.7 -0.27% 1.5% -7.0% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 14
Annual Income Statement data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +65.5% $1.40B $1.36B $1.33B $1.28B $1.09B $779M $1.16B $1.12B $1.03B $993M $920M $846M
Cost of Revenue 12-point trend, +65.9% $353M $351M $347M $350M $288M $196M $295M $282M $269M $251M $227M $213M
SG&A Expense 12-point trend, +76.5% $91M $88M $82M $73M $68M $55M $63M $60M $55M $55M $54M $52M
Operating Expenses 12-point trend, +67.0% $1.35B $1.34B $1.32B $1.29B $1.10B $865M $1.11B $1.06B $994M $931M $857M $810M
Operating Income 12-point trend, +30.7% $46M $14M $14M $-5M $-17M $-86M $49M $58M $38M $62M $63M $35M
Other Non-op 12-point trend, +399.4% $6M $-331.0K $1M $60.0K $2M $1M $2M $-735.0K $2M $1M $60.0K $1M
Pretax Income 12-point trend, +30.0% $47M $8M $10M $-8M $-19M $-90M $46M $52M $35M $61M $62M $36M
Income Tax 12-point trend, -117.6% $-2M $-8M $-10M $-12M $-16M $-32M $1M $1M $-9M $16M $17M $9M
Net Income 12-point trend, +78.2% $49M $17M $20M $4M $-4M $-58M $45M $51M $45M $46M $45M $27M
EPS (Basic) 12-point trend, +124.2% $2.22 $0.72 $0.84 $0.17 $-0.16 $-2.74 $2.23 $2.42 $2.10 $1.91 $1.76 $0.99
EPS (Diluted) 12-point trend, +122.7% $2.16 $0.70 $0.82 $0.17 $-0.16 $-2.74 $2.20 $2.35 $2.06 $1.88 $1.73 $0.97
Shares (Basic) 12-point trend, -20.7% 21,980,000 23,132,000 23,452,000 23,405,000 23,191,000 21,162,000 20,285,000 20,958,000 21,374,000 23,824,000 25,718,000 27,710,000
Shares (Diluted) 12-point trend, -20.1% 22,622,000 23,768,000 23,923,000 23,662,000 23,191,000 21,162,000 20,592,000 21,584,000 21,772,000 24,233,000 26,231,000 28,316,000
EBITDA 11-point trend, +35.3% $123M $87M $85M $65M $56M $-13M · $128M $107M $126M $122M $91M
Balance Sheet 25
Annual Balance Sheet data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -22.5% $24M $26M $29M $25M $39M $52M $22M $29M $24M $23M $35M $31M
Receivables 12-point trend, -2.2% $18M $20M $19M $29M $29M $24M $22M $31M $14M $15M $25M $19M
Prepaid Expense 12-point trend, +112.8% $20M $20M $21M $17M $12M $9M $9M $8M $12M $11M $7M $9M
Current Assets 12-point trend, -7.9% $75M $80M $83M $82M $91M $95M $65M $78M $60M $59M $93M $81M
PP&E (Net) 12-point trend, -7.2% $502M $511M $525M $507M $506M $535M $584M $583M $590M $601M $562M $541M
PP&E (Gross) 12-point trend, +77.3% $1.43B $1.39B $1.34B $1.27B $1.21B $1.18B $1.15B $1.09B $1.05B $983M $887M $807M
Accum. Depreciation 12-point trend, +218.8% $930M $877M $810M $792M $729M $661M $585M $524M $465M $405M $346M $292M
Goodwill Flat — no change across 12 periods $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M
Intangibles $129.0K · · · · · · · · · · ·
Other Non-current Assets 12-point trend, +143.4% $48M $43M $41M $40M $43M $43M $36M $29M $29M $27M $22M $20M
Total Assets 12-point trend, +56.9% $1.02B $1.04B $1.06B $1.05B $1.04B $1.06B $1.07B $695M $684M $691M $682M $647M
Accounts Payable 12-point trend, +11.5% $38M $51M $61M $60M $49M $38M $23M $37M $25M $31M $33M $34M
Accrued Liabilities 12-point trend, +45.0% $105M $105M $101M $97M $112M $103M $103M $114M $97M $95M $84M $73M
Current Liabilities 12-point trend, +75.4% $188M $196M $199M $197M $200M $178M $158M $150M $123M $126M $117M $107M
Capital Leases 7-point trend, -19.3% $362M $394M $414M $433M $436M $457M $448M · · · · ·
Deferred Tax 6-point trend, -48.3% · · · · · · $20M $16M $20M $38M $47M $39M
Other Non-current Liabilities 12-point trend, -17.2% $15M $14M $11M $11M $15M $14M $12M $35M $33M $21M $20M $18M
Total Liabilities 12-point trend, +117.6% $649M $671M $693M $700M $701M $766M $782M $386M $425M $416M $365M $298M
Long-term Debt 12-point trend, +46.6% $85M $66M $68M $60M $50M $117M $143M $95M $164M $148M $100M $58M
Common Stock 7-point trend, -100.0% · · · · · $0 $0 $0 $0 $0 $7M $94M
Paid-in Capital · · · · · · · · · · · $54M
Retained Earnings 12-point trend, +45.2% $291M $292M $289M $271M $261M $222M $223M $245M $190M $209M $246M $201M
Stockholders' Equity 12-point trend, +5.0% $366M $370M $366M $346M $334M $294M $290M $309M $259M $275M $316M $349M
Liabilities + Equity 12-point trend, +56.9% $1.02B $1.04B $1.06B $1.05B $1.04B $1.06B $1.07B $695M $684M $691M $682M $647M
Shares Outstanding 12-point trend, -19.5% 21,114,000 22,697,000 23,184,000 23,392,000 23,392,000 23,318,000 19,149,000 19,149,000 20,485,000 22,332,000 24,672,000 26,229,000
Cash Flow 15
Annual Cash Flow data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +38.2% $77M $73M $71M $70M $73M $73M $72M $70M $69M $64M $59M $55M
Stock-based Comp 12-point trend, +67.1% $8M $9M $11M $10M $10M $10M $9M $8M $7M $6M $5M $5M
Deferred Tax 12-point trend, -212.8% $-5M $-12M $-12M $-13M $-19M $-26M $-3M $-3M $-16M $7M $5M $4M
Other Non-cash 11-point trend, -325.4% $-18M $16M $16M $-20M $3M $42M · $6M $3M $16M $12M $8M
Operating Cash Flow 12-point trend, +10.5% $111M $101M $106M $51M $64M $41M $116M $133M $107M $138M $127M $100M
CapEx 12-point trend, -21.0% $70M $77M $99M $79M $42M $43M $82M $61M $71M $109M $86M $88M
Investing Cash Flow 10-point trend, +33.7% $-70M $-77M $-99M $-72M $-42M $-36M $-78M $-55M $-53M $-105M · ·
Stock Issued 2-point trend, -57.1% · · · · $29M $67M · · · · · ·
Stock Repurchased 11-point trend, -32.2% $68M $25M $11M $2M · $15M $83M $20M $67M $95M $96M $100M
Net Stock Activity 11-point trend, +32.2% $-68M $-25M $-11M $-2M $29M $52M · $-20M $-67M $-95M $-96M $-100M
Dividends Paid 9-point trend, -100.0% $0 $0 $32.0K $100.0K $118.0K $150.0K $10M $9M $2M · · ·
Financing Cash Flow 10-point trend, +4.6% $-43M $-28M $-3M $7M $-35M $24M $-45M $-73M $-53M $-45M · ·
Net Change in Cash 12-point trend, -130.1% $-2M $-3M $4M $-14M $-13M $29M $-7M $5M $2M $-12M $4M $8M
Taxes Paid 12-point trend, -3.8% $5M $3M $-729.0K $543.0K $389.0K $1M $5M $10M $5M $7M $12M $5M
Free Cash Flow 11-point trend, +243.3% $41M $25M $7M $-27M $22M $-3M · $72M $36M $29M $41M $12M
Profitability 7
Annual Profitability data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, -21.0% 3.3% 1.0% 1.0% -0.43% -1.5% -11.1% · 5.1% 3.7% 6.2% 6.9% 4.2%
Net Margin 11-point trend, +7.7% 3.5% 1.2% 1.5% 0.32% -0.33% -7.4% · 4.5% 4.3% 4.6% 4.9% 3.2%
Pretax Margin 11-point trend, -21.4% 3.4% 0.61% 0.76% -0.65% -1.8% -11.6% · 4.7% 3.4% 6.2% 6.8% 4.3%
EBITDA Margin 11-point trend, -18.2% 8.8% 6.4% 6.4% 5.1% 5.2% -1.7% · 11.5% 10.3% 12.7% 13.3% 10.7%
ROA 11-point trend, +8.9% 4.8% 1.6% 1.9% 0.39% -0.34% -5.4% · 7.4% 6.5% 6.6% 6.8% 4.4%
ROE 11-point trend, +77.7% 13.0% 4.5% 5.4% 1.2% -1.1% -19.2% · 16.4% 16.8% 15.4% 13.6% 7.3%
ROIC 11-point trend, +70.6% 13.1% 7.7% 7.3% 0.78% -0.93% -18.9% · 18.2% 18.5% 16.7% 14.5% 7.7%
Liquidity & Solvency 2
Annual Liquidity & Solvency data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 11-point trend, -47.5% 0.4 0.4 0.4 0.4 0.5 0.5 · 0.5 0.5 0.6 0.8 0.8
Quick Ratio 11-point trend, -51.4% 0.2 0.2 0.2 0.3 0.3 0.4 · 0.4 0.3 0.3 0.5 0.5
Efficiency 2
Annual Efficiency data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +1.2% 1.4 1.3 1.3 1.2 1.0 0.7 · 1.6 1.5 1.4 1.4 1.3
Receivables Turnover 11-point trend, +34.7% 72.1 68.1 55.5 44.5 41.3 34.0 · 49.6 72.2 49.6 41.6 53.6
Per Share 7
Annual Per Share data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +30.5% $17.34 $16.30 $15.78 $14.83 $14.32 · · $14.68 $12.63 $12.31 $12.83 $13.29
Revenue / Share 11-point trend, +107.1% $61.85 $57.11 $55.73 $54.26 $46.87 $36.79 · $51.75 $47.39 $40.98 $35.06 $29.86
Cash Flow / Share 11-point trend, +38.3% $4.89 $4.27 $4.42 $2.16 $2.77 $1.92 · $6.16 $4.92 $5.71 $4.85 $3.53
Cash / Share 10-point trend, -3.7% $1.13 $1.15 $1.25 $1.07 $1.65 · · $1.39 $1.19 $1.02 $1.40 $1.17
Dividend / Share 2-point trend, +309.1% · · · · · · · $0 $0 · · ·
Dividend Paid / Share 3-point trend, +345.5% · · · · · · $0 $0 $0 · · ·
EPS (TTM) 12-point trend, +122.7% $2.16 $0.70 $0.82 $0.17 $-0.16 $-2.74 $2.20 $2.35 $2.06 $1.88 $1.73 $0.97
Growth Rates 7
Annual Growth Rates data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -92.2% 3.1% 1.8% 3.8% 18.1% 39.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -85.2% 2.9% 7.7% 19.6% · · · · · · · · ·
Revenue CAGR 5Y 12.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -45.5% 208.6% -14.6% 382.4% · · · · · · · · ·
EPS CAGR 3Y 133.3% · · · · · · · · · · ·
Net Income YoY 3-point trend, -49.7% 192.5% -15.1% 382.3% · · · · · · · · ·
Net Income CAGR 3Y 128.8% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for BJRI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +65.5% $1.40B $1.36B $1.33B $1.28B $1.09B $779M $1.16B $1.12B $1.03B $993M $920M $846M
Net Income TTM 12-point trend, +78.2% $49M $17M $20M $4M $-4M $-58M $45M $51M $45M $46M $45M $27M
Market Cap 10-point trend, -36.6% $837M $798M $818M $626M $832M · · $1.06B $753M $853M $1.10B $1.32B
P/E 12-point trend, -64.6% 18.3 50.2 43.0 157.9 -223.1 -13.9 17.3 21.5 17.8 20.3 25.9 51.9
P/S 10-point trend, -61.7% 0.6 0.6 0.6 0.5 0.8 · · 1.0 0.7 0.9 1.2 1.6
P/B 10-point trend, -39.6% 2.3 2.2 2.2 1.8 2.5 · · 3.4 2.9 3.1 3.5 3.8
P / Tangible Book 5-point trend, -8.5% 2.3 2.2 2.3 1.8 2.5 · · · · · · ·
P / Cash Flow 10-point trend, -42.6% 7.6 7.9 7.7 12.2 12.9 · · 8.0 7.0 6.2 8.7 13.2
P / FCF 10-point trend, -81.5% 20.5 32.5 118.1 -22.8 37.7 · · 14.8 20.7 29.4 26.8 110.7
Dividend Yield 7-point trend, -100.0% 0.00% 0.00% 0.00% 0.02% 0.01% · · 0.89% 0.30% · · ·
Earnings Yield 12-point trend, +182.4% 5.5% 2.0% 2.3% 0.63% -0.45% -7.2% 5.8% 4.7% 5.6% 4.9% 3.9% 1.9%
Payout Ratio 8-point trend, -100.0% 0.00% 0.00% 0.16% 2.5% -3.3% -0.26% · 18.7% 5.1% · · ·
Annual Payout 9-point trend, -100.0% $0 $0 $32.0K $100.0K $118.0K $150.0K $10M $9M $2M · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-302024-12-312024-01-022023-01-032021-12-28
Revenue $1.40B$1.36B$1.33B$1.28B$1.09B
Operating Margin % 3.3%1.0%1.0%-0.43%-1.5%
Net Income $49M$17M$20M$4M$-4M
Diluted EPS $2.16$0.70$0.82$0.17$-0.16
Balance Sheet
2025-12-302024-12-312024-01-022023-01-032021-12-28
Current Ratio 0.40.40.40.40.5
Quick Ratio 0.20.20.20.30.3
Cash Flow
2025-12-302024-12-312024-01-022023-01-032021-12-28
Free Cash Flow $41M$25M$7M$-27M$22M

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Institutional owners (13F) 205 filers · $859.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
41 (+3 vs prior Q) 30 (+6 vs prior Q) 55 (-13 vs prior Q) 64 (+17 vs prior Q) +2.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $111,009,611 1,827,770 12.92% Shares
DIMENSIONAL FUND ADVISORS LP $64,011,714 1,053,951 7.45% Shares
AMERICAN CENTURY COMPANIES INC $62,646,816 1,031,478 7.29% Shares
VANGUARD CAPITAL MANAGEMENT LLC $54,208,781 892,546 6.31% Shares
STATE STREET CORP $48,461,186 797,912 5.64% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $46,075,940 758,639 5.36% Shares
NEUBERGER BERMAN GROUP LLC $39,374,440 648,299 4.58% Shares
Woodline Partners LP $31,552,561 519,512 3.67% Shares
EMERALD ADVISERS, LLC $31,191,917 513,574 3.63% Shares
GEODE CAPITAL MANAGEMENT, LLC $27,358,674 450,368 3.18% Shares
FMR LLC $25,783,708 424,528 3.00% Shares
MILLENNIUM MANAGEMENT LLC $25,595,490 421,429 2.98% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $22,780,075 375,073 2.65% Shares
CRAMER ROSENTHAL MCGLYNN LLC $21,175,622 348,656 2.46% Shares
EMERALD MUTUAL FUND ADVISERS TRUST $19,591,471 322,573 2.28% Shares
Driehaus Capital Management LLC $19,244,249 316,856 2.24% Shares
Balyasny Asset Management L.P. $18,855,181 310,450 2.19% Shares
Divisadero Street Capital Management, LP $15,938,139 262,421 1.85% Shares
GOLDMAN SACHS GROUP INC $9,090,147 149,669 1.06% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $8,928,470 147,007 1.04% Shares
VANGUARD FIDUCIARY TRUST CO $8,801,595 144,918 1.02% Shares
Meros Investment Management, LP $8,715,047 143,493 1.01% Shares
Rockefeller Capital Management L.P. $8,306,726 136,770 0.97% Shares
BURNEY CO/ $7,668,888 126,268 0.89% Shares
Hudson Bay Capital Management LP $6,393,817 105,274 0.74% Shares
PRINCIPAL FINANCIAL GROUP INC $6,142,191 101,131 0.71% Shares
Empowered Funds, LLC $5,891,720 97,007 0.69% Shares
Trexquant Investment LP $5,830,621 96,001 0.68% Shares
VANGUARD GROUP INC $5,446,695 138,241 0.63% Shares
Public Sector Pension Investment Board $4,387,922 72,247 0.51% Shares
Bank of New York Mellon Corp $3,929,555 64,700 0.46% Shares
ENVESTNET ASSET MANAGEMENT INC $3,386,280 55,755 0.39% Shares
ALLIANCEBERNSTEIN L.P. $3,161,948 90,084 0.37% Shares
RAYMOND JAMES FINANCIAL INC $3,123,297 51,425 0.36% Shares
RHUMBLINE ADVISERS $3,028,715 49,868 0.35% Shares
BlackRock, Inc. $2,497,302 41,118 0.29% Shares
PRUDENTIAL FINANCIAL INC $2,421,730 39,877 0.28% Shares
Fisher Asset Management, LLC $2,315,096 38,118 0.27% Shares
JUPITER ASSET MANAGEMENT LTD $2,218,467 36,527 0.26% Shares
AMERIPRISE FINANCIAL INC $2,083,757 34,309 0.24% Shares
Swiss National Bank $2,028,549 33,400 0.24% Shares
MARSHALL WACE, LLP $1,947,490 32,068 0.23% Shares
Legal & General Group Plc $1,947,407 32,064 0.23% Shares
CANADA PENSION PLAN INVESTMENT BOARD $1,712,727 28,200 0.20% Shares
MARTINGALE ASSET MANAGEMENT L P $1,689,284 27,814 0.20% Shares
BANK OF AMERICA CORP /DE/ $1,550,504 25,529 0.18% Shares
Polymer Capital Management (US) LLC $1,529,550 25,184 0.18% Shares
Blueshift Asset Management, LLC $1,505,013 24,780 0.18% Shares
Vestmark Advisory Solutions, Inc. $1,480,782 24,381 0.17% Shares
Quantinno Capital Management LP $1,463,957 24,104 0.17% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $1,457,822 24,003 0.17% Shares
VICTORY CAPITAL MANAGEMENT INC $1,427,273 23,500 0.17% Shares
CIBC WORLD MARKETS CORP $1,313,399 33,335 0.15% Shares
NOMURA HOLDINGS INC $1,286,914 21,189 0.15% Shares
VARCOV Co. $1,257,579 20,706 0.15% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,232,921 20,300 0.14% Shares
MORGAN STANLEY $1,225,754 20,182 0.14% Shares
Connor, Clark & Lunn Investment Management Ltd. $1,220,227 20,091 0.14% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $1,154,208 19,004 0.13% Shares
D. E. Shaw & Co., Inc. $1,153,904 18,999 0.13% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,117,616 18,400 0.13% Call option
Engineers Gate Manager LP $1,047,071 17,240 0.12% Shares
Horizon Investments, LLC $1,041,752 17,151 0.12% Shares
Aquatic Capital Management LLC $1,002,310 16,503 0.12% Shares
ARMISTICE CAPITAL, LLC $951,475 15,666 0.11% Shares
WELLS FARGO & COMPANY/MN $925,237 15,234 0.11% Shares
WINTON GROUP Ltd $746,494 12,291 0.09% Shares
VANGUARD ASSET MANAGEMENT, Ltd $721,653 11,882 0.08% Shares
MetLife Investment Management, LLC $694,140 11,429 0.08% Shares
XTX Topco Ltd $692,986 11,410 0.08% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $692,769 19,737 0.08% Shares
Nuveen, LLC $668,692 11,010 0.08% Shares
Illinois Municipal Retirement Fund $663,226 10,920 0.08% Shares
BARCLAYS PLC $659,157 10,853 0.08% Shares
CITADEL ADVISORS LLC $628,425 10,347 0.07% Shares
Verition Fund Management LLC $625,206 10,294 0.07% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $590,283 9,719 0.07% Shares
Louisiana State Employees Retirement System $558,762 9,200 0.07% Shares
State of Tennessee, Department of Treasury $552,628 9,099 0.06% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $540,299 8,896 0.06% Shares
TWO SIGMA INVESTMENTS, LP $534,468 8,800 0.06% Shares
LPL Financial LLC $526,754 8,673 0.06% Shares
JANE STREET GROUP, LLC $522,321 8,600 0.06% Call option
Vanguard Global Advisers, LLC $509,749 8,393 0.06% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $486,852 8,016 0.06% Shares
CITADEL ADVISORS LLC $485,880 8,000 0.06% Put option
Invesco Ltd. $466,566 7,682 0.05% Shares
TWO SIGMA ADVISERS, LP $449,160 11,400 0.05% Shares
NEW YORK STATE COMMON RETIREMENT FUND $436,685 7,190 0.05% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $419,132 6,901 0.05% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $418,586 10,624 0.05% Shares
CITADEL ADVISORS LLC $394,778 6,500 0.05% Call option
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $394,717 6,499 0.05% Shares
State of Wyoming $392,591 6,464 0.05% Shares
BNP PARIBAS FINANCIAL MARKETS $378,561 6,233 0.04% Shares
Somerset Trust Co $359,126 5,913 0.04% Shares
Police & Firemen's Retirement System of New Jersey $348,376 5,736 0.04% Shares
Sanctuary Advisors, LLC $316,915 5,218 0.04% Shares
UBS Group AG $310,356 5,110 0.04% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $305,679 5,033 0.04% Shares

Company insiders 58 insiders · 28 officers · 20 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Lyle Tick CEO & President July 28, 2026 F 36,575 0 0 $0
Joshua Todd Wilson EVP & Chief Financial Officer Jan. 15, 2026 A 12,789 0 0 $0
Thomas Houdek CFO Jan. 15, 2025 A 18,470 0 0 $0
Louis M. Mucci Chief Financial Officer Aug. 8, 2005 M 0 0 0 $0
Christopher P Pinsak EVP & Chief Operating Officer Feb. 18, 2026 F 17,144 0 0 $0
Birju Prakash Amin EVP & Chief Technology Officer July 15, 2026 A 3,010 0 0 $0
Monika Saxena EVP & Brand President July 15, 2026 A 4,300 0 0 $0
Allison Van Ashley Sr. Vice President Accounting July 15, 2026 A 2,580 0 0 $0
Thomas Michael Kowalski Chief Supply Chain Officer July 15, 2026 F 8,066 0 0 $0
Jennifer Anne Jaffe EVP & Chief People Officer July 15, 2026 F 10,611 0 0 $0
Brian S Krakower EVP & Chief Info. Officer June 18, 2026 M 4,721 0 6 $-975,979
Heidi Rogers SVP & Chief Marketing Officer June 12, 2026 M 9,265 0 2 $-309,961
Alex Puchner Sr. Vice President Brewing Ops Feb. 18, 2026 F 15,785 0 1 $-62,023
Jacob Guild Sr VP & CAO Aug. 19, 2025 S 3,803 0 1 $-338,091
Putnam Shin Chief Growth & Innovation Jan. 15, 2025 F 15,158 0 0 $0
Amy B Krallman EVP & Chief People Officer Jan. 15, 2025 F 11,284 0 0 $0
Kevin E. Mayer ExecVP/Chief Marketing Officer Feb. 9, 2022 F 8,584 0 0 $0
Lon Ledwith Executive VP, Operations Feb. 9, 2022 F 17,764 0 0 $0
John D Allegretto Chief Supply Chain Officer March 11, 2016 M 0 0 0 $0
Wayne L. Jones Exec VP,Chief Rest. Ops Ofcer Nov. 6, 2014 M 0 0 0 $0
Matthew D Hood Chief Marketing Officer Jan. 4, 2014 F 15,986 0 0 $0
John A Johnson Chief Information Officer Jan. 4, 2013 F 3,829 0 0 $0
Matthew J. Kimble Chief Human Resources Officer May 4, 2010 S 11,548 0 0 $0
MOTENKO PAUL A VP Aug. 27, 2008 M 193,678 0 0 $0
Jeremiah J Hennessy VP Aug. 27, 2008 M 173,828 0 0 $0
Thomas F Norton Chief Human Resources Officer Jan. 2, 2008 A 0 0 0 $0
Dean Gerrie Chief Design Officer Feb. 26, 2007 M 21,775 0 0 $0
William J Streitberger Chief Human Resource Officer Feb. 22, 2005 A — 0 0 $0
Julius Robinson Director June 18, 2026 A 17,838 0 0 $0
Bina Chaurasia Director June 18, 2026 A 20,999 0 0 $0
Janet Sherlock Director June 18, 2026 A 26,199 0 0 $0
Lea Anne Ottinger Director June 18, 2026 M 44,134 0 1 $-149,372
DAL POZZO JAMES Director June 18, 2026 A 30,092 0 0 $0
Greg Trojan Director June 19, 2025 A 22,643 0 0 $0
Larry D Bouts Director Jan. 15, 2024 A 31,627 0 0 $0
Gerald W Deitchle Director Jan. 15, 2024 F 14,887 0 0 $0
Peter A Bassi Director Jan. 15, 2024 A 24,083 0 0 $0
Keith Pascal Director Jan. 15, 2023 A 13,265 0 0 $0
Patrick Walsh Director Jan. 15, 2022 A 43,077 0 0 $0
Wesley A. Nichols Director Jan. 15, 2018 A 7,679 0 0 $0
Mark Allen Mceachen Director Jan. 15, 2016 A 3,465 0 0 $0
William L. Hyde Director Jan. 30, 2014 M 17,000 0 0 $0
John F Grundhofer Director Jan. 15, 2014 A 2,511 0 0 $0
Henry Gomez Director Jan. 15, 2013 A 0 0 0 $0
Shann Brassfield Director March 11, 2010 M 0 0 0 $0
Steven C Leonard Director Oct. 8, 2004 M 0 0 0 $0
Luxor Capital Group, LP 10% owner March 7, 2016 S — 0 0 $0
William H Tilley 10% owner Dec. 27, 2012 G 120,000 0 0 $0
Jerry Brassfield 10% owner March 30, 2009 X 769,466 0 0 $0
Noah A. Elbogen — Aug. 10, 2026 S 71,655 0 3 $-973,458

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 15 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
BJ's Act III, LLC, Act III Holdings, LLC, Ronald M. Shaich ×6 filings Aug. 5, 2026 1.60% Amendment — SEC
PW Partners Atlas Fund IV LP, PW Partners Atlas Fund LP, PW Partners Atlas Funds, LLC, PW Partners, LLC, PW Partners Capital Management LLC, Walsh Patrick ×3 filings July 1, 2026 2.60% Amendment — SEC
Fund 1 Investments, LLC ×10 filings April 29, 2025 4.69% Amendment — SEC
BJ’s Act III, LLC, Act III Holdings, LLC, Ronald M. Shaich ×3 filings April 20, 2023 — Initial filing — SEC
Luxor Capital Partners, LP, Luxor Wavefront, LP, Luxor Capital Partners Offshore Master Fund, LP, Luxor Capital Partners Offshore, Ltd., Thebes Offshore Master Fund, LP, Thebes Partners Offshore, Ltd., LCG Holdings, LLC, Luxor Capital Group, LP, Luxor Management, LLC, Christian Leone ×5 filings March 9, 2016 — Initial filing — SEC
PW Partners Atlas Fund II LP, PW Partners Atlas Fund III LP, PW Partners Atlas Fund LP, PW Partners Atlas Funds, LLC, PW Partners Master Fund (QP) LP, PW Partners, LLC, PW Partners Capital Management LLC, Patrick Walsh ×10 filings Feb. 29, 2016 — Initial filing — SEC
The Jacmar Companies, William Tilley Marital Trust, James A. Dal Pozzo ×3 filings Sept. 8, 2015 — Initial filing Passive investment SEC
BJ Chicago, LLC, The Jacmar Companies, William H. Tilley, James A. Dal Pozzo May 10, 2005 — Initial filing Passive investment SEC
Golden Resorts, Inc., Jerry G. Brassfield, Shann M. Brassfield May 9, 2005 — Initial filing Passive investment SEC
BJ Chicago, LLC IRS No., Golden Resorts, Inc. IRS No., The Jacmar Companies IRS No., William H. Tilley (2), James A. Dal Pozzo (2), Jerry G. Brassfield (2), Shann M. Brassfield (2) ×3 filings Jan. 22, 2004 — Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person May 14, 2001 — Initial filing Passive investment SEC
Undisclosed reporting person May 14, 2001 — Initial filing Passive investment SEC
Undisclosed reporting person Jan. 29, 2001 — Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person Jan. 29, 2001 — Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person Jan. 25, 2001 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 62 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MYLD · Cambria ETF Trust 0.97% 7,473 NS April 30, 2026 N-PORT
PSCD · Invesco Exchange-Traded Fund Trust … 0.56% 1,956 SH Aug. 8, 2026 Daily
IWC · iShares Trust 0.31% 65,584 SH Aug. 8, 2026 Daily
AVUV · AMERICAN CENTURY ETF TRUST 0.15% 841,704 NS May 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.13% 37,787 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.11% 44,745 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.09% 3,824 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.09% 2,481 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.09% 3,279 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.09% 103,500 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.08% 1,282,221 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.08% 24,528 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.08% 45,878 NS May 31, 2026 N-PORT
IJT · iShares Trust 0.07% 87,911 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.07% 73,363 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.06% 13,359 NS May 31, 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0.06% 11,258 SH Aug. 8, 2026 Daily
VCR · VANGUARD WORLD FUND 0.06% 64,243 SH Aug. 8, 2026 Daily
IWO · iShares Trust 0.06% 122,801 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.05% 14,374 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.05% 93,111 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.05% 163,691 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.04% 252 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.04% 494,341 SH Aug. 8, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.04% 10,536 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.04% 111,131 SH Aug. 8, 2026 Daily
FDIS · FIDELITY COVINGTON TRUST 0.04% 17,626 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.03% 55,965 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.03% 57,153 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.02% 899 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.02% 8,301 NS April 30, 2026 N-PORT
EBI · RBB Fund Trust 0.02% 3,061 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.02% 102,856 NS May 31, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.02% 131,325 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 5,156 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.02% 813 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.02% 1,941 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.02% 2,737 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.02% 69,650 NS April 30, 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0.02% 962 NS May 31, 2026 N-PORT
WSML · iShares Trust 0.02% 1,521 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.01% 703 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 241,340 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.01% 459,192 SH Aug. 8, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.01% 145,373 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.01% 711 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.01% 645 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.01% 16,995 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 58,685 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 803 NS May 31, 2026 N-PORT