PZZA
PAPA JOHNS INTERNATIONAL INC
$32.60
+0.80%
$1.1B
No data for this timeframe.
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusHold (46%)
Inst. Holders50 funds
Inst. Value$794.6M
Inst. Activity18 buys / 9 sells
Reddit Sentiment44° Neutral
SEC Reports2
Press Releases1
Recent Activity
Jun 5, 2026
Insider
Oyler Caroline Miller surrendered for taxes 251 shares
Chief Administrative Officer @ $31.92 ($8.0K)
Jun 3, 2026
short_volume
Short Volume: PZZA — 67.4% short (0.4M / 0.6M)
Short: 376,163 | Exempt: 0 | TRF Vol: 557,888 | Short Ratio: 67.4% | Off-exchange volume (dark pool
May 29, 2026
Insider
MILLER JOHN C was granted 159 shares
Director @ $34.21 ($5.4K)
May 29, 2026
Insider
Medina Sonya E was granted 274 shares
Director @ $34.21 ($9.4K)
May 27, 2026
Press
Papa Johns announced a global marketing collaboration with Disney and Pixar for the Toy Story 5 movie release, including
Impact 3/10
May 7, 2026
SEC
Papa Johns reported Q1 2026 adjusted EPS of $0.32, a 20% miss vs $0.40 consensus, with total revenue of $478.6M down 7.7
8-K — Impact 7/10
Feb 26, 2026
SEC
Papa Johns reported mixed fourth quarter and full year 2025 results, with flat total revenues but a significant 64% decl
8-K — Impact 6/10
Inst.
BRANDES INVESTMENT PARTNERS, LP — DOUBLED
2,632,804 shares ($85.3M)
Price Targets
$37.90
+16.3% upside
Buy
Current $32.60
Low $30.00
Median $37.50
High $45.00
10 analysts
$30.00
$45.00
Analyst Ratings
4Strong Buy
7Buy
13Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Stephens & Co. | REITERATE | Overweight → Overweight |
| May 11, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| May 8, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | Stephens & Co. | REITERATE | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.45 ▲ +3.0% | $0.36 — $0.58 | 9% YoY | 14 |
| Next Q | $0.31 ▼ -1.7% | $0.22 — $0.38 | -3% YoY | 14 |
| Current FY | $1.49 ▼ -1.5% | $1.23 — $1.87 | 4% YoY | 14 |
| Next FY | $1.75 ▼ -2.7% | $1.44 — $1.85 | 18% YoY | 14 |
Latest Reports
NEUTRAL
Press
3/10
Papa Johns announced a global marketing collaboration with Disney and Pixar for the Toy Story 5 movie release, including
May 27, 2026
BEARISH
8-K
7/10
Papa Johns reported Q1 2026 adjusted EPS of $0.32, a 20% miss vs $0.40 consensus, with total revenue of $478.6M down 7.7
May 7, 2026
MIXED
8-K
6/10
Papa Johns reported mixed fourth quarter and full year 2025 results, with flat total revenues but a significant 64% decl
Feb 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $156.2M | — |
| BRANDES INVESTMENT PARTNERS, LP | $85.3M | DOUBLED |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $61.8M | — |
| EARNEST PARTNERS LLC | $61.7M | — |
| BANK OF AMERICA CORP | $47.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Oyler Caroline | F | $8.0K |
| May 29, 2026 | MILLER JOHN | A | $5.4K |
| May 29, 2026 | Medina Sonya | A | $9.4K |
| May 29, 2026 | Mangan Jocelyn | A | $9.3K |
| May 29, 2026 | KOELLNER LAURETTE | A | $9.4K |
Reddit Sentiment
44°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $794.6M total value (24,515,006 shares) as of 2026-Q1. Top holders: BlackRock,, BRANDES, VANGUARD. Net buying activity: 18 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,819,858 | $156.2M | 19.7% | — |
| 2 | BRANDES INVESTMENT PARTNERS, LP | 2,632,804 | $85.3M | 10.7% | DOUBLED +608.9% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,906,115 | $61.8M | 7.8% | — |
| 4 | EARNEST PARTNERS LLC | 1,902,194 | $61.7M | 7.8% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 1,479,098 | $47.9M | 6.0% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,404,388 | $45.5M | 5.7% | — |
| 7 | STATE STREET CORP | 1,243,472 | $40.3M | 5.1% | — |
| 8 | SEI INVESTMENTS CO | 1,079,272 | $35.0M | 4.4% | ADD +30.0% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 626,352 | $20.3M | 2.6% | — |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 519,877 | $16.8M | 2.1% | — |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 499,700 | $16.2M | 2.0% | — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 470,943 | $15.3M | 1.9% | — |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 467,400 | $15.1M | 1.9% | — |
| 14 | MORGAN STANLEY | 348,307 | $11.3M | 1.4% | TRIM -37.9% |
| 15 | GOLDMAN SACHS GROUP INC | 327,412 | $10.6M | 1.3% | — |
| 16 | CITADEL ADVISORS LLC | 323,700 | $10.5M | 1.3% | — |
| 17 | Nuveen, LLC | 319,348 | $10.4M | 1.3% | DOUBLED +117.5% |
| 18 | Alberta Investment Management Corp | 275,702 | $8.9M | 1.1% | — |
| 19 | Woodline Partners LP | 271,709 | $8.8M | 1.1% | TRIM -74.3% |
| 20 | CITADEL ADVISORS LLC | 254,973 | $8.3M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | DOUBLED | 371,409 | 2,632,804 | +608.9% | $85.3M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 560,509 | 348,307 | -37.9% | $11.3M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 146,859 | 319,348 | +117.5% | $10.4M | 2026-Q1 |
| Woodline Partners LP | TRIM | 1,057,207 | 271,709 | -74.3% | $8.8M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 100,000 | 162,300 | +62.3% | $5.3M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 336,943 | 129,598 | -61.5% | $4.2M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 254,307 | 116,889 | -54.0% | $3.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 419,937 | 116,043 | -72.4% | $3.8M | 2026-Q1 |
| GROUP ONE TRADING LLC | DOUBLED | 34,618 | 112,977 | +226.4% | $3.7M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEAR_EXIT | 700,956 | 79,740 | -88.6% | $2.6M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 31,039 | 79,174 | +155.1% | $2.6M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 226,782 | 61,617 | -72.8% | $2.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 54,489 | 32,825 | -39.8% | $1.1M | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 23,765 | 30,538 | +28.5% | $989.7K | 2026-Q1 |
| STIFEL FINANCIAL CORP | DOUBLED | 9,113 | 23,918 | +162.5% | $775.2K | 2026-Q1 |
| FIFTH THIRD BANCORP | ADD | 15,375 | 23,915 | +55.5% | $775.1K | 2026-Q1 |
| &PARTNERS | ADD | 14,118 | 19,510 | +38.2% | $625.8K | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 7,850 | 18,251 | +132.5% | $591.5K | 2026-Q1 |
| State of Tennessee, Department of Treasury | ADD | 11,685 | 15,885 | +35.9% | $514.8K | 2026-Q1 |
| Atria Investments, Inc | ADD | 6,577 | 11,432 | +73.8% | $370.5K | 2026-Q1 |
| CWM, LLC | ADD | 4,829 | 6,297 | +30.4% | $204.1K | 2026-Q1 |
| FMR LLC | DOUBLED | 1,522 | 3,173 | +108.5% | $102.8K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 1,560 | 2,230 | +42.9% | $72.3K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 360 | 1,162 | +222.8% | $37.6K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 201 | 547 | +172.1% | $17.7K | 2026-Q1 |
12 unique insiders with 36 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Oyler Caroline Miller | Chief Administrative Officer | TAX W/H | 251 | $31.92 | $8.0K |
| May 29, 2026 | MILLER JOHN C | Director | AWARD | 159 | $34.21 | $5.4K |
| May 29, 2026 | Medina Sonya E | Director | AWARD | 274 | $34.21 | $9.4K |
| May 29, 2026 | Mangan Jocelyn C | Director | AWARD | 271 | $34.21 | $9.3K |
| May 29, 2026 | KOELLNER LAURETTE T | Director | AWARD | 274 | $34.21 | $9.4K |
| May 29, 2026 | Garratt John W | Director | AWARD | 156 | $34.21 | $5.3K |
| May 29, 2026 | Gibbs Stephen L | Director | AWARD | 156 | $34.21 | $5.3K |
| May 29, 2026 | Coleman Christopher L. | Director | AWARD | 378 | $34.21 | $12.9K |
| May 11, 2026 | Garratt John W | Director | AWARD | 4,494 | — | — |
| May 11, 2026 | Coleman Christopher L. | Director | AWARD | 7,041 | — | — |
| May 11, 2026 | KOELLNER LAURETTE T | Director | AWARD | 4,494 | — | — |
| May 11, 2026 | Gibbs Stephen L | Director | AWARD | 4,494 | — | — |
| May 11, 2026 | MILLER JOHN C | Director | AWARD | 4,494 | — | — |
| May 11, 2026 | Medina Sonya E | Director | AWARD | 4,494 | — | — |
| May 11, 2026 | Mangan Jocelyn C | Director | AWARD | 4,494 | — | — |
| Mar 25, 2026 | Thanawala Ravi | CFO & President, North America | TAX W/H | 1,816 | $33.12 | $60.1K |
| Mar 25, 2026 | Oyler Caroline Miller | Chief Administrative Officer | TAX W/H | 714 | $33.12 | $23.6K |
| Mar 4, 2026 | Thanawala Ravi | CFO & President, North America | TAX W/H | 774 | $30.81 | $23.8K |
| Mar 4, 2026 | Oyler Caroline Miller | Chief Administrative Officer | TAX W/H | 406 | $30.81 | $12.5K |
| Mar 3, 2026 | Oyler Caroline Miller | Chief Administrative Officer | TAX W/H | 708 | $31.99 | $22.6K |
| Mar 3, 2026 | VASCONI JOHN KEVIN | Chief Digital & Tech Officer | TAX W/H | 923 | $31.99 | $29.5K |
| Mar 3, 2026 | Penegor Todd Allan | President & CEO | TAX W/H | 5,966 | $31.99 | $190.9K |
| Mar 3, 2026 | Thanawala Ravi | CFO & President, North America | TAX W/H | 1,801 | $31.99 | $57.6K |
| Mar 2, 2026 | Oyler Caroline Miller | Chief Administrative Officer | AWARD | 19,568 | — | — |
| Mar 2, 2026 | Collins Christopher K | SVP Corp Finance & PAO | AWARD | 7,867 | — | — |
| Mar 2, 2026 | Thanawala Ravi | CFO & President, North America | AWARD | 39,136 | — | — |
| Mar 2, 2026 | VASCONI JOHN KEVIN | Chief Digital & Tech Officer | AWARD | 19,568 | — | — |
| Mar 2, 2026 | Penegor Todd Allan | President & CEO | AWARD | 100,188 | — | — |
| Feb 27, 2026 | Oyler Caroline Miller | Chief Administrative Officer | TAX W/H | 252 | $31.35 | $7.9K |
| Feb 20, 2026 | Medina Sonya E | Director | AWARD | 230 | $31.59 | $7.3K |
| Feb 20, 2026 | Mangan Jocelyn C | Director | AWARD | 226 | $31.59 | $7.1K |
| Feb 20, 2026 | KOELLNER LAURETTE T | Director | AWARD | 230 | $31.59 | $7.3K |
| Feb 20, 2026 | Gibbs Stephen L | Director | AWARD | 103 | $31.59 | $3.3K |
| Feb 20, 2026 | Garratt John W | Director | AWARD | 103 | $31.59 | $3.3K |
| Feb 20, 2026 | Coleman Christopher L. | Director | AWARD | 304 | $31.59 | $9.6K |
| Feb 20, 2026 | MILLER JOHN C | Director | AWARD | 106 | $31.59 | $3.3K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 0 neutral. Avg impact: 6.5/10.
Current analyst consensus: Hold (46% buy). Based on 24 analysts: 4 strong buy, 7 buy, 13 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$37.90 mean target
+16.3% upside
Buy (2.43)
$30.00 Low
$45.00 High
| Metric | Value |
|---|---|
| Current Price | $32.60 |
| Target Low | $30.00 |
| Target Mean | $37.90 |
| Target Median | $37.50 |
| Target High | $45.00 |
| # Analysts | 10 |
| Recommendation | Buy (2.43) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.45 | $0.36 | $0.58 | 8.9% | +3.0% | 6↑ 6↓ | $0.5B | -8.9% | 14 |
| Next Q 2026-09-30 |
$0.31 | $0.22 | $0.38 | -3.5% | -1.7% | 4↑ 10↓ | $0.5B | -6.5% | 14 |
| Current FY 2026-12-31 |
$1.49 | $1.23 | $1.87 | 3.9% | -1.5% | 2↑ 11↓ | $1.9B | -6.7% | 14 |
| Next FY 2027-12-31 |
$1.75 | $1.44 | $1.85 | 17.8% | -2.7% | 3↑ 9↓ | $1.9B | -1.5% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.447 | |
| 7d ago | $0.445 | +0.002 |
| 30d ago | $0.433 | +0.013 |
| 60d ago | $0.432 | +0.014 |
| 90d ago | $0.461 | -0.014 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Stephens & Co. | REITERATE | Overweight | Overweight |
| May 11, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| May 8, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | Stephens & Co. | REITERATE | Overweight | Overweight |
| Feb 27, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Feb 20, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Jan 9, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 13 | 0 | 0 | 46% | |
| May 1, 2026 | 4 | 8 | 12 | 0 | 0 | 50% | |
| Apr 1, 2026 | 4 | 8 | 12 | 0 | 0 | 50% | |
| Mar 1, 2026 | 4 | 8 | 12 | 0 | 0 | 50% | |
| Feb 1, 2026 | 4 | 8 | 12 | 0 | 0 | 50% | |
| Jan 1, 2026 | 4 | 8 | 11 | 0 | 0 | 52% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
44°
Neutral
Bearish
Neutral
Bullish
5 mentions
0 bullish
1 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 26, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
PZZA-Papa Johns Buyout
▲ 1
💬 1
⚡ 0.5
PZZA
▲ 1
💬 0
⚡ 0.5
Jun 3, 2026
short_volume
Short Volume: PZZA — 67.4% short (0.4M / 0.6M)
Short: 376,163 | Exempt: 0 | TRF Vol: 557,888 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: PZZA — 61.0% short (0.4M / 0.7M)
Short: 402,514 | Exempt: 555 | TRF Vol: 659,518 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: PZZA — 55.6% short (0.4M / 0.8M)
Short: 421,267 | Exempt: 908 | TRF Vol: 757,050 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 27, 2026
contract
Papa Johns Teams Up with Disney and Pixar for the Release of Toy Story 5
Papa Johns and Disney & Pixar team up for Toy Story 5 with three themed personal pizzas, collectibles and an exclusive animated campaign.
May 18, 2026
short_volume
Short Volume: PZZA — 69.0% short (0.5M / 0.8M)
Short: 528,498 | Exempt: 0 | TRF Vol: 766,212 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: PZZA — 71.5% short (0.8M / 1.1M)
Short: 812,224 | Exempt: 3,034 | TRF Vol: 1,135,265 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: PZZA — 65.9% short (0.4M / 0.7M)
Short: 449,675 | Exempt: 39 | TRF Vol: 682,834 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: PZZA — 65.2% short (0.3M / 0.5M)
Short: 330,504 | Exempt: 1,160 | TRF Vol: 506,781 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: PZZA — 29,760 shares ($1.0M) failed to deliver
Settlement: 20260512, Price: $33.38, FTD Value: $993,388.8, PAPA JOHNS INTL INC
May 11, 2026
short_volume
Short Volume: PZZA — 67.7% short (0.7M / 1.0M)
Short: 699,247 | Exempt: 440 | TRF Vol: 1,032,456 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: PZZA — 73.6% short (0.5M / 0.6M)
Short: 452,601 | Exempt: 0 | TRF Vol: 615,075 | Short Ratio: 73.6% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: PZZA — 57,185 shares ($1.9M) failed to deliver
Settlement: 20260508, Price: $32.85, FTD Value: $1,878,527.25, PAPA JOHNS INTL INC
May 7, 2026
earnings_calendar
PZZA Q1 2026 Earnings Before Market Open — 2026-05-07
May 7, 2026
short_volume
Short Volume: PZZA — 65.3% short (0.5M / 0.7M)
Short: 475,703 | Exempt: 116 | TRF Vol: 728,106 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_interest
FTD: PZZA — 58,864 shares ($2.1M) failed to deliver
Settlement: 20260504, Price: $35.50, FTD Value: $2,089,672, PAPA JOHNS INTL INC