your badges 52W Range $28–$75 73% of range Analyst Rating HOLD 16 analysts Price Target $75 +22% upside P/E 24.4 ROE 14.1% Net Profit Margin 3.8%

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

03
Price $61.93
Market Cap (MRQ) $1.31B
P/E (TTM) 24.4
EPS (TTM) $2.54
Revenue (TTM) $1.46B
Div Yield 0.00%
ROE (TTM) 14.1%
52W Range $28–$75

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

05 · wikidata

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 ↗

sectorConsumer Discretionary industryHotels, Restaurants & Leisure employees22,230 countryUS

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

06
Revenue$1.40B
2018-01-02 → 2025-12-30
EPS$2.16
2018-01-02 → 2025-12-30
Free Cash Flow$41M
2018-01-02 → 2025-12-30
Net margin3.8%
2018-01-02 → 2025-12-30
Valuation & Ratios 07–12

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

Metric 5Y trend BJRI 5Y avg Peer Median Verdict
P/E (TTM) 24.45Y avg ≈9.3 ≈9.3 39.3 Undervalued
P/S (TTM) 0.95Y avg ≈0.6 ≈0.6 0.9 Fair value
P/B (MRQ) 3.35Y avg ≈2.2 ≈2.2 3.2 Fair value
Price / FCF (TTM) 18.65Y avg ≈37.2 ≈37.2 · ·
Price / Cash Flow (TTM) 9.45Y avg ≈9.7 ≈9.7 7.9 Fair value
Price / Tangible Book (MRQ) 3.35Y avg ≈2.2 ≈2.2 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

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

13
Dividend Yield0.00%
Payout Ratio0.00%
Annualized Payout≈$0.52Paid quarterly
Ex-dateAmountCurrencyYield
Mar 9, 2020$0.13USD≈2.0%
Nov 7, 2019$0.13USD≈1.2%
Aug 9, 2019$0.12USD≈1.3%
May 10, 2019$0.12USD≈0.95%
Mar 11, 2019$0.12USD≈0.96%
Nov 8, 2018$0.12USD≈0.68%
Aug 10, 2018$0.11USD≈0.69%
May 11, 2018$0.11USD≈0.61%
Mar 12, 2018$0.11USD≈0.50%
Nov 10, 2017$0.11USD≈0.35%

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

14
Avg Surprise 21.1%
Next Report Oct 15, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $0.94 $0.91 3.5%
March 31, 2026 $0.57 $0.60 -5.2%
Dec. 31, 2025 $0.57 $0.60 -5.2%
Sept. 30, 2025 $0.04 $0.03 50.4%
June 30, 2025 $0.97 $0.74 31.6%
March 31, 2025 $0.59 $0.39 51.3%

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

15
Income Statement 14
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $1.40B$1.36B$1.33B$1.28B$1.09B$779M$1.16B$1.12B$1.03B$993M$920M$846M
Cost of Revenue $353M$351M$347M$350M$288M$196M$295M$282M$269M$251M$227M$213M
SG&A Expense $91M$88M$82M$73M$68M$55M$63M$60M$55M$55M$54M$52M
Operating Expenses $1.35B$1.34B$1.32B$1.29B$1.10B$865M$1.11B$1.06B$994M$931M$857M$810M
Operating Income $46M$14M$14M$-5M$-17M$-86M$49M$58M$38M$62M$63M$35M
Other Non-op $6M$-331.0K$1M$60.0K$2M$1M$2M$-735.0K$2M$1M$60.0K$1M
Pretax Income $47M$8M$10M$-8M$-19M$-90M$46M$52M$35M$61M$62M$36M
Income Tax $-2M$-8M$-10M$-12M$-16M$-32M$1M$1M$-9M$16M$17M$9M
Net Income $49M$17M$20M$4M$-4M$-58M$45M$51M$45M$46M$45M$27M
EPS (Basic) $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) $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) 21,980,00023,132,00023,452,00023,405,00023,191,00021,162,00020,285,00020,958,00021,374,00023,824,00025,718,00027,710,000
Shares (Diluted) 22,622,00023,768,00023,923,00023,662,00023,191,00021,162,00020,592,00021,584,00021,772,00024,233,00026,231,00028,316,000
EBITDA $123M$87M$85M$65M$56M$-13M·$128M$107M$126M$122M$91M
Balance Sheet 25
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $24M$26M$29M$25M$39M$52M$22M$29M$24M$23M$35M$31M
Receivables $18M$20M$19M$29M$29M$24M$22M$31M$14M$15M$25M$19M
Prepaid Expense $20M$20M$21M$17M$12M$9M$9M$8M$12M$11M$7M$9M
Current Assets $75M$80M$83M$82M$91M$95M$65M$78M$60M$59M$93M$81M
PP&E (Net) $502M$511M$525M$507M$506M$535M$584M$583M$590M$601M$562M$541M
PP&E (Gross) $1.43B$1.39B$1.34B$1.27B$1.21B$1.18B$1.15B$1.09B$1.05B$983M$887M$807M
Accum. Depreciation $930M$877M$810M$792M$729M$661M$585M$524M$465M$405M$346M$292M
Goodwill $5M$5M$5M$5M$5M$5M$5M$5M$5M$5M$5M$5M
Intangibles $129.0K···········
Other Non-current Assets $48M$43M$41M$40M$43M$43M$36M$29M$29M$27M$22M$20M
Total Assets $1.02B$1.04B$1.06B$1.05B$1.04B$1.06B$1.07B$695M$684M$691M$682M$647M
Accounts Payable $38M$51M$61M$60M$49M$38M$23M$37M$25M$31M$33M$34M
Accrued Liabilities $105M$105M$101M$97M$112M$103M$103M$114M$97M$95M$84M$73M
Current Liabilities $188M$196M$199M$197M$200M$178M$158M$150M$123M$126M$117M$107M
Capital Leases $362M$394M$414M$433M$436M$457M$448M·····
Deferred Tax ······$20M$16M$20M$38M$47M$39M
Other Non-current Liabilities $15M$14M$11M$11M$15M$14M$12M$35M$33M$21M$20M$18M
Total Liabilities $649M$671M$693M$700M$701M$766M$782M$386M$425M$416M$365M$298M
Long-term Debt $85M$66M$68M$60M$50M$117M$143M$95M$164M$148M$100M$58M
Common Stock ·····$0$0$0$0$0$7M$94M
Paid-in Capital ···········$54M
Retained Earnings $291M$292M$289M$271M$261M$222M$223M$245M$190M$209M$246M$201M
Stockholders' Equity $366M$370M$366M$346M$334M$294M$290M$309M$259M$275M$316M$349M
Liabilities + Equity $1.02B$1.04B$1.06B$1.05B$1.04B$1.06B$1.07B$695M$684M$691M$682M$647M
Shares Outstanding 21,114,00022,697,00023,184,00023,392,00023,392,00023,318,00019,149,00019,149,00020,485,00022,332,00024,672,00026,229,000
Cash Flow 15
Metric Trend 202520242023202220212020201920182017201620152014
D&A $77M$73M$71M$70M$73M$73M$72M$70M$69M$64M$59M$55M
Stock-based Comp $8M$9M$11M$10M$10M$10M$9M$8M$7M$6M$5M$5M
Deferred Tax $-5M$-12M$-12M$-13M$-19M$-26M$-3M$-3M$-16M$7M$5M$4M
Other Non-cash $-18M$16M$16M$-20M$3M$42M·$6M$3M$16M$12M$8M
Operating Cash Flow $111M$101M$106M$51M$64M$41M$116M$133M$107M$138M$127M$100M
CapEx $70M$77M$99M$79M$42M$43M$82M$61M$71M$109M$86M$88M
Investing Cash Flow $-70M$-77M$-99M$-72M$-42M$-36M$-78M$-55M$-53M$-105M··
Stock Issued ····$29M$67M······
Stock Repurchased $68M$25M$11M$2M·$15M$83M$20M$67M$95M$96M$100M
Net Stock Activity $-68M$-25M$-11M$-2M$29M$52M·$-20M$-67M$-95M$-96M$-100M
Dividends Paid $0$0$32.0K$100.0K$118.0K$150.0K$10M$9M$2M···
Financing Cash Flow $-43M$-28M$-3M$7M$-35M$24M$-45M$-73M$-53M$-45M··
Net Change in Cash $-2M$-3M$4M$-14M$-13M$29M$-7M$5M$2M$-12M$4M$8M
Taxes Paid $5M$3M$-729.0K$543.0K$389.0K$1M$5M$10M$5M$7M$12M$5M
Free Cash Flow $41M$25M$7M$-27M$22M$-3M·$72M$36M$29M$41M$12M
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 3.3%1.0%1.0%-0.43%-1.5%-11.1%·5.1%3.7%6.2%6.9%4.2%
Net Margin 3.5%1.2%1.5%0.32%-0.33%-7.4%·4.5%4.3%4.6%4.9%3.2%
Pretax Margin 3.4%0.61%0.76%-0.65%-1.8%-11.6%·4.7%3.4%6.2%6.8%4.3%
EBITDA Margin 8.8%6.4%6.4%5.1%5.2%-1.7%·11.5%10.3%12.7%13.3%10.7%
ROA 4.8%1.6%1.9%0.39%-0.34%-5.4%·7.4%6.5%6.6%6.8%4.4%
ROE 13.0%4.5%5.4%1.2%-1.1%-19.2%·16.4%16.8%15.4%13.6%7.3%
ROIC 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
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.40.40.40.40.50.5·0.50.50.60.80.8
Quick Ratio 0.20.20.20.30.30.4·0.40.30.30.50.5
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 1.41.31.31.21.00.7·1.61.51.41.41.3
Receivables Turnover 72.168.155.544.541.334.0·49.672.249.641.653.6
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $17.34$16.30$15.78$14.83$14.32··$14.68$12.63$12.31$12.83$13.29
Revenue / Share $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 $4.89$4.27$4.42$2.16$2.77$1.92·$6.16$4.92$5.71$4.85$3.53
Cash / Share $1.13$1.15$1.25$1.07$1.65··$1.39$1.19$1.02$1.40$1.17
Dividend / Share ·······$0.45$0.11···
Dividend Paid / Share ······$0.49$0.45$0.11···
EPS (TTM) $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
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 3.1%1.8%3.8%18.1%39.6%·······
Revenue CAGR 3Y 2.9%7.7%19.6%·········
Revenue CAGR 5Y 12.4%···········
EPS YoY 208.6%-14.6%382.4%·········
EPS CAGR 3Y 133.3%···········
Net Income YoY 192.5%-15.1%382.3%·········
Net Income CAGR 3Y 128.8%···········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $1.40B$1.36B$1.33B$1.28B$1.09B$779M$1.16B$1.12B$1.03B$993M$920M$846M
Net Income TTM $49M$17M$20M$4M$-4M$-58M$45M$51M$45M$46M$45M$27M
Market Cap $837M$798M$818M$626M$832M··$1.06B$753M$853M$1.10B$1.32B
P/E 18.350.243.0157.9-223.1-13.917.321.517.820.325.951.9
P/S 0.60.60.60.50.8··1.00.70.91.21.6
P/B 2.32.22.21.82.5··3.42.93.13.53.8
P / Tangible Book 2.32.22.31.82.5·······
P / Cash Flow 7.67.97.712.212.9··8.07.06.28.713.2
P / FCF 20.532.5118.1-22.837.7··14.820.729.426.8110.7
Dividend Yield 0.00%0.00%0.00%0.02%0.01%··0.89%0.30%···
Earnings Yield 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 0.00%0.00%0.16%2.5%-3.3%-0.26%·18.7%5.1%···
Annual Payout $0$0$32.0K$100.0K$118.0K$150.0K$10M$9M$2M···

Most recent period on the left · null values shown as ·

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

16
Metric 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

Institutional owners (13F) 203 filers · $1.4B total · As of Sept. 30, 2026

17

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.

Holders 203
Value held $1.4B
New positions 34
Exited positions 31
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
34 (-12 vs prior Q) 31 (+7 vs prior Q) 62 (-10 vs prior Q) 68 (+20 vs prior Q) +881K

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
BlackRock, Inc. $200,005,700 3,293,088 14.61% Shares
VANGUARD GROUP INC $120,597,292 3,060,845 8.81% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $111,009,611 1,827,770 8.11% Shares
DIMENSIONAL FUND ADVISORS LP $66,997,888 1,103,155 4.89% Shares
AMERICAN CENTURY COMPANIES INC $62,646,816 1,031,478 4.58% Shares
VANGUARD CAPITAL MANAGEMENT LLC $54,208,781 892,546 3.96% Shares
STATE STREET CORP $48,461,186 797,912 3.54% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $46,075,940 758,639 3.37% Shares
NEUBERGER BERMAN GROUP LLC $39,551,847 651,220 2.89% Shares
GEODE CAPITAL MANAGEMENT, LLC $31,958,803 526,109 2.33% Shares
Woodline Partners LP $31,552,561 519,512 2.30% Shares
EMERALD ADVISERS, LLC $31,191,917 513,574 2.28% Shares
MARSHALL WACE, LLP $31,180,424 513,427 2.28% Shares
FMR LLC $25,793,170 424,684 1.88% Shares
MILLENNIUM MANAGEMENT LLC $25,595,490 421,429 1.87% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $22,780,075 375,073 1.66% Shares
MORGAN STANLEY $21,944,396 361,313 1.60% Shares
GOLDMAN SACHS GROUP INC $21,815,648 359,194 1.59% Shares
RAYMOND JAMES FINANCIAL INC $21,322,662 351,077 1.56% Shares
CRAMER ROSENTHAL MCGLYNN LLC $21,175,622 348,656 1.55% Shares
EMERALD MUTUAL FUND ADVISERS TRUST $19,591,471 322,573 1.43% Shares
Driehaus Capital Management LLC $19,244,249 316,856 1.41% Shares
Balyasny Asset Management L.P. $18,855,181 310,450 1.38% Shares
Nuveen, LLC $16,422,566 270,397 1.20% Shares
Divisadero Street Capital Management, LP $15,938,139 262,421 1.16% Shares
NORTHERN TRUST CORP $14,393,101 236,982 1.05% Shares
UBS Group AG $14,057,966 231,464 1.03% Shares
D. E. Shaw & Co., Inc. $11,769,289 193,781 0.86% Shares
BANK OF AMERICA CORP /DE/ $9,476,118 156,024 0.69% Shares
Rockefeller Capital Management L.P. $9,164,730 150,897 0.67% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $8,928,470 147,007 0.65% Shares
VANGUARD FIDUCIARY TRUST CO $8,801,595 144,918 0.64% Shares
Meros Investment Management, LP $8,715,047 143,493 0.64% Shares
BURNEY CO/ $7,668,888 126,268 0.56% Shares
Bank of New York Mellon Corp $7,516,394 123,757 0.55% Shares
Invesco Ltd. $7,270,769 119,713 0.53% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $6,606,025 108,768 0.48% Shares
Hudson Bay Capital Management LP $6,393,817 105,274 0.47% Shares
PRINCIPAL FINANCIAL GROUP INC $6,211,915 102,279 0.45% Shares
Empowered Funds, LLC $5,891,720 97,007 0.43% Shares
Trexquant Investment LP $5,830,621 96,001 0.43% Shares
JPMORGAN CHASE & CO $5,434,101 91,514 0.40% Shares
Creative Planning $4,886,256 80,452 0.36% Shares
Public Sector Pension Investment Board $4,387,922 72,247 0.32% Shares
AQR CAPITAL MANAGEMENT LLC $4,005,899 65,957 0.29% Shares
WELLS FARGO & COMPANY/MN $3,507,840 57,756 0.26% Shares
ENVESTNET ASSET MANAGEMENT INC $3,386,280 55,755 0.25% Shares
FRANKLIN RESOURCES INC $3,289,346 54,159 0.24% Shares
ALLIANCEBERNSTEIN L.P. $3,161,948 90,084 0.23% Shares
RHUMBLINE ADVISERS $3,028,715 49,868 0.22% Shares

Show all 203 institutional owners →

Activists & 5%+ owners 15 positions

18

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.

Company insiders 58 insiders · 28 officers · 21 directors

19
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 1 $-164,419
Alex Puchner Sr. Vice President Brewing Ops Feb. 18, 2026 F 15,785 0 0 $0
Jacob Guild Sr VP & CAO Aug. 19, 2025 S 3,803 0 0 $0
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
Bradford C Richmond Director Sept. 3, 2026 P 36,500 7 0 $218,574
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
Kendra D Miller · Aug. 6, 2026 M 25,621 0 5 $-2,347,183
Gregory S Lynds · Aug. 6, 2026 S 24,770 0 4 $-3,831,262
Gregory Levin · Sept. 1, 2024 F 110,622 0 0 $0
Roger J King · May 28, 2015 M 0 0 0 $0
Sal Navarro · Aug. 2, 2005 M 0 0 0 $0
Michael Nahkunst · March 28, 2005 M 0 0 0 $0
Douglas C Mitchell · March 18, 2004 S 0 0 0 $0

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

ETF ownership Held by 48 ETFs

20

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
PEJ · Invesco Exchange-Traded Fund Trust 2.73% 162,743 SH Oct. 2, 2026 Daily
MYLD · Cambria ETF Trust 1.17% 5,863 NS July 31, 2026 N-PORT
PSCD · Invesco Exchange-Traded Fund Trust … 0.56% 2,151 SH Oct. 2, 2026 Daily
IWC · iShares Trust 0.27% 65,643 SH Sept. 11, 2026 Daily
XSMO · Invesco Exchange-Traded Fund Trust 0.27% 131,529 SH Oct. 2, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.09% 29,887 SH Oct. 2, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.09% 38,665 SH Oct. 2, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.09% 3,803 SH Oct. 2, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.08% 3,319 SH Oct. 2, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.08% 24,528 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.08% 162,383 NS July 31, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.07% 73,363 SH Aug. 19, 2026 Daily
FDIS · FIDELITY COVINGTON TRUST 0.06% 16,004 NS July 31, 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0.06% 11,258 SH Aug. 19, 2026 Daily
VCR · VANGUARD WORLD FUND 0.06% 64,243 SH Aug. 19, 2026 Daily
IWO · iShares Trust 0.05% 125,860 SH Sept. 11, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.05% 14,374 SH Aug. 19, 2026 Daily
DFSV · Dimensional ETF Trust 0.04% 52,034 NS July 31, 2026 N-PORT
RSSL · Global X Funds 0.04% 9,225 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.04% 111,131 SH Aug. 19, 2026 Daily
IWM · iShares Trust 0.04% 499,467 SH Sept. 11, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.04% 10,311 SH Oct. 2, 2026 Daily
DFAS · Dimensional ETF Trust 0.03% 70,782 NS July 31, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.02% 131,325 SH Aug. 19, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 5,156 SH Aug. 19, 2026 Daily
ISCG · iShares Trust 0.02% 2,746 SH Sept. 10, 2026 Daily
WSML · iShares Trust 0.01% 1,537 SH Sept. 10, 2026 Daily
DXUV · Dimensional ETF Trust 0.01% 966 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 241,340 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.01% 459,192 SH Aug. 19, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.01% 145,373 SH Aug. 19, 2026 Daily
DFAC · Dimensional ETF Trust 0.01% 58,051 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.01% 18,497 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 2,054 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 4,772 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.00% 716 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 33,859 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.00% 6,196 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 5,139 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 630,779 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,642 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 1,281,596 SH Sept. 10, 2026 Daily
IJT · iShares Trust · 89,864 SH Sept. 9, 2026 Daily
IJS · iShares Trust · 103,722 SH Sept. 8, 2026 Daily
IWN · iShares Trust · 57,373 SH Sept. 11, 2026 Daily
XJR · iShares Trust · 2,889 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 813 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 1,941 SH Sept. 11, 2026 Daily

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

21
rating · 16 analysts BUY
Median target $76.00 +22.7%
4 25.0% Strong Buy
5 31.2% Buy
7 43.8% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

7 analysts · 2026-10-02

Mean target $75.43 +21.8%

← Below all targets Current price $61.93
Low$65.00 Mean$75.43 High$82.00

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

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BJRI $837M 18.3 3.1% 3.5% 13.0% ·
CAKE $2.50B 16.5 4.8% 4.0% 33.7% ·
JMKE · · · · · ·
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 $1.26B 40.3 -4.7% 0.95% 7.0% ·
SG $826M -6.1 0.39% -19.7% -34.4% ·
BLMN $579M 67.9 0.14% 0.21% 3.5% ·
PZZA $1.29B 43.7 -0.27% 1.5% -7.0% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 31, 2026