YELP

YELP INC

NYSE · Services-Personal Services · Inc. DE · CIK 0001345016
$23.10 +0.35% $1.3B
Insider Selling Cluster (2 insiders)24 New Institutional Positions9 Institutional Exits
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusSell (13%)
Inst. Holders50 funds
Inst. Value$952.7M
Inst. Activity24 buys / 9 sells
Insider Activity0B / 14S
Insider Net $-$2.2M
SEC Reports12
Exchange NYSE·Sector Services-Personal Services·Inc. DE·CIK 0001345016·Prev Close $23.02

Recent Activity

Jun 9, 2026 SEC
A director and the Chief People Officer sold a combined $380K in YELP stock over a 7-day window, with the director's $35
CLUSTER — Impact 2/10
Jun 9, 2026 SEC
YELP has a cluster of insider selling totaling $380K, led by Director Barone Christine ($356K) and CPO Amara Carmen ($24
CLUSTER — Impact 3/10
Jun 9, 2026 SEC
A cluster of insider selling at YELP, led by Director Christine Barone's $356K open-market sale, combined with a $24K sa
CLUSTER — Impact 2/10
Jun 5, 2026 Insider
Jedda Dan was granted 10,646 shares
Director
Jun 5, 2026 Insider
Rothstein Sharon was granted 10,646 shares
Director
Jun 5, 2026 Insider
Wells Royce A. was granted 10,646 shares
Director
Inst.
Allianz Asset Management GmbH — ADD
1,473,840 shares ($36.5M)
Inst.
MORGAN STANLEY — ADD
1,176,903 shares ($29.1M)

Price Targets

$26.50 +14.7% upside Buy
Current $23.10 Low $21.00 Median $26.50 High $32.00 8 analysts
$21.00 $32.00

Analyst Ratings

Strong Sell13% buy · 16 analysts
0Strong Buy
2Buy
9Hold
3Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Morgan Stanley MAINTAIN Underweight → Underweight
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
Feb 17, 2026 JP Morgan MAINTAIN Neutral → Neutral
Feb 17, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Jan 13, 2026 Morgan Stanley MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.36 ▼ -34.3% $0.23 — $0.43 -46% YoY 8
Next Q $0.58 ▼ -8.8% $0.39 — $0.75 -5% YoY 8
Current FY $1.88 ▼ -11.1% $1.70 — $2.20 -16% YoY 8
Next FY $2.60 ▲ +2.5% $2.09 — $3.06 38% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$246.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$123.2M
DIMENSIONAL FUND ADVISORS LP$66.4M
VANGUARD CAPITAL MANAGEMENT LLC$64.4M
STATE STREET CORP$59.2M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Jedda DanA$0.00
Jun 5, 2026Rothstein SharonA$0.00
Jun 5, 2026Wells RoyceA$0.00
Jun 5, 2026Amara CarmenSELL$24.0K
Jun 5, 2026ANDERSON FREDA$0.00
50 institutional holders with $952.7M total value (38,475,393 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 24 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.9,963,279$246.5M25.9%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,979,045$123.2M12.9%
3DIMENSIONAL FUND ADVISORS LP2,683,927$66.4M7.0%
4VANGUARD CAPITAL MANAGEMENT LLC2,603,354$64.4M6.8%
5STATE STREET CORP2,393,063$59.2M6.2%
6Allianz Asset Management GmbH1,473,840$36.5M3.8%ADD +26.5%
7MORGAN STANLEY1,176,903$29.1M3.1%ADD +37.5%
8JUPITER ASSET MANAGEMENT LTD1,176,468$29.1M3.1%ADD +33.0%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,086,870$26.9M2.8%
10GOLDMAN SACHS GROUP INC912,974$22.6M2.4%
11NOMURA ASSET MANAGEMENT INTERNATIONAL INC.869,246$21.5M2.3%
12RENAISSANCE TECHNOLOGIES LLC844,234$20.9M2.2%
13FMR LLC702,240$17.4M1.8%
14BANK OF AMERICA CORP /DE/562,739$13.9M1.5%ADD +73.8%
15VICTORY CAPITAL MANAGEMENT INC524,784$13.0M1.4%DOUBLED +122.9%
16Pacer Advisors, Inc.467,195$11.6M1.2%
17Point72 Asset Management, L.P.440,257$10.9M1.1%NEW
18VANGUARD FIDUCIARY TRUST CO407,478$10.1M1.1%
19ROYAL BANK OF CANADA358,536$8.9M0.9%
20BALYASNY ASSET MANAGEMENT L.P.318,018$7.9M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Allianz Asset Management GmbHADD1,164,7841,473,840+26.5%$36.5M2026-Q1
MORGAN STANLEYADD855,8811,176,903+37.5%$29.1M2026-Q1
JUPITER ASSET MANAGEMENT LTDADD884,5221,176,468+33.0%$29.1M2026-Q1
BANK OF AMERICA CORP /DE/ADD323,746562,739+73.8%$13.9M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED235,436524,784+122.9%$13.0M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM457,190304,127-33.5%$7.5M2026-Q1
Invesco Ltd.ADD220,007278,579+26.6%$6.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT1,814,123212,983-88.3%$5.3M2026-Q1
Assenagon Asset Management S.A.ADD110,160162,435+47.5%$4.0M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED70,510148,067+110.0%$3.7M2026-Q1
FEDERATED HERMES, INC.DOUBLED47,268125,841+166.2%$3.1M2026-Q1
FIRST TRUST ADVISORS LPADD81,939109,876+34.1%$2.7M2026-Q1
Russell Investments Group, Ltd.TRIM152,09692,433-39.2%$2.3M2026-Q1
Freestone Grove Partners LPDOUBLED24,88074,030+197.5%$1.8M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD40,95569,533+69.8%$1.7M2026-Q1
CWM, LLCDOUBLED31,74865,046+104.9%$1.6M2026-Q1
Vident Advisory, LLCTRIM142,94345,715-68.0%$1.1M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,15944,232+3716.4%$1.1M2026-Q1
Horizon Investments, LLCADD20,54429,067+41.5%$719.1K2026-Q1
Vanguard Personalized Indexing Management, LLCADD12,98325,669+97.7%$635.1K2026-Q1
MACKENZIE FINANCIAL CORPTRIM63,44224,908-60.7%$616.2K2026-Q1
CAPTRUST FINANCIAL ADVISORSADD12,25323,901+95.1%$591.3K2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED11,01123,337+111.9%$577.4K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED12,78829,445+130.3%$519.3K2026-Q1
D.A. DAVIDSON & CO.ADD11,56420,460+76.9%$506.2K2026-Q1
14 unique insiders with 50 transactions. Net insider value: -$2.2M ($0.00 bought, $2.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Jedda DanDirectorAWARD10,646
Jun 5, 2026Rothstein SharonDirectorAWARD10,646
Jun 5, 2026Wells Royce A.DirectorAWARD10,646
Jun 5, 2026Amara CarmenChief People OfficerSELL1,000$24.00$24.0K
Jun 5, 2026ANDERSON FRED DDirectorAWARD10,646
Jun 5, 2026Barone ChristineDirectorAWARD10,646
Jun 5, 2026Gibbs Robert LaneDirectorAWARD10,646
Jun 5, 2026Green LoganDirectorAWARD10,646
Jun 5, 2026IRVINE DIANE MDirectorAWARD10,646
Jun 1, 2026Amara CarmenChief People OfficerSELL500$22.84$11.4K
Jun 1, 2026Barone ChristineDirectorSELL15,507$22.95$355.8K
May 21, 2026Amara CarmenChief People OfficerSELL500$22.35$11.2K
May 20, 2026Stoppelman JeremyChief Executive OfficerTAX W/H20,480$22.47$460.2K
May 20, 2026Schwarzbach David AChief Financial OfficerTAX W/H10,012$22.47$225.0K
May 20, 2026Nachman Joseph RChief Operating OfficerTAX W/H10,332$22.47$232.2K
May 20, 2026Eaton SamChief Technology OfficerTAX W/H11,266$22.47$253.1K
May 20, 2026Saldanha CraigChief Product OfficerTAX W/H5,740$22.47$129.0K
May 20, 2026Amara CarmenChief People OfficerTAX W/H4,955$22.47$111.3K
Apr 15, 2026Schwarzbach David AChief Financial OfficerSELL7,500$26.60$199.5K
Apr 1, 2026Saldanha CraigChief Product OfficerSELL1,200$24.72$29.7K
Mar 23, 2026Schwarzbach David AChief Financial OfficerSELL7,500$25.00$187.5K
Mar 15, 2026Schwarzbach David AChief Financial OfficerTAX W/H3,659$23.83$87.2K
Mar 15, 2026Stoppelman JeremyChief Executive OfficerTAX W/H7,560$23.83$180.2K
Mar 15, 2026Nachman Joseph RChief Operating OfficerTAX W/H3,957$23.83$94.3K
Mar 15, 2026Eaton SamChief Technology OfficerTAX W/H4,228$23.83$100.8K
Mar 15, 2026Amara CarmenChief People OfficerTAX W/H1,805$23.83$43.0K
Mar 15, 2026Saldanha CraigChief Product OfficerTAX W/H1,315$23.83$31.3K
Mar 12, 2026Schwarzbach David AChief Financial OfficerSELL10,000$25.00$250.0K
Mar 6, 2026Nachman Joseph RChief Operating OfficerSELL2,499$24.19$60.5K
Mar 4, 2026Eaton SamChief Technology OfficerAWARD24,231
Mar 4, 2026Stoppelman JeremyChief Executive OfficerAWARD48,779
Mar 4, 2026Nachman Joseph RChief Operating OfficerAWARD24,868
Mar 4, 2026Schwarzbach David AChief Financial OfficerAWARD24,231
Mar 4, 2026Amara CarmenChief People OfficerAWARD14,666
Mar 4, 2026Saldanha CraigChief Product OfficerAWARD17,216
Mar 2, 2026Saldanha CraigChief Product OfficerSELL1,200$21.78$26.1K
Mar 1, 2026ANDERSON FRED DDirectorAWARD3,154
Mar 1, 2026Green LoganDirectorAWARD2,194
Feb 23, 2026Jedda DanDirectorSELL1,464$21.02$30.8K
Feb 20, 2026Saldanha CraigChief Product OfficerTAX W/H10,088$21.25$214.4K
Feb 20, 2026Amara CarmenChief People OfficerTAX W/H13,298$21.25$282.6K
Feb 20, 2026Stoppelman JeremyChief Executive OfficerTAX W/H46,632$21.25$990.9K
Feb 20, 2026Eaton SamChief Technology OfficerTAX W/H25,437$21.25$540.5K
Feb 20, 2026Nachman Joseph RChief Operating OfficerTAX W/H17,188$21.25$365.2K
Feb 20, 2026Schwarzbach David AChief Financial OfficerTAX W/H16,601$21.25$352.8K
Feb 6, 2026Nachman Joseph RChief Operating OfficerSELL7,000$24.34$170.4K
Feb 5, 2026Stoppelman JeremyChief Executive OfficerEXERCISE6,200$20.47$126.9K
Feb 5, 2026Stoppelman JeremyChief Executive OfficerSELL6,200$24.20$150.0K
Feb 4, 2026Stoppelman JeremyChief Executive OfficerEXERCISE30,000$20.47$614.1K
Feb 4, 2026Stoppelman JeremyChief Executive OfficerSELL29,400$24.78$728.4K
12 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 12 neutral. Avg impact: 2.4/10.
NEUTRAL CLUSTER 2/10
A director and the Chief People Officer sold a combined $380K in YELP stock over a 7-day window, wit
Jun 9, 2026
NEUTRAL CLUSTER 3/10
YELP has a cluster of insider selling totaling $380K, led by Director Barone Christine ($356K) and C
Jun 9, 2026
NEUTRAL CLUSTER 2/10
A cluster of insider selling at YELP, led by Director Christine Barone's $356K open-market sale, com
Jun 9, 2026
NEUTRAL CLUSTER 2/10
Two YELP insiders sold a total of $380K in open-market sales over a 7-day window, with a director se
Jun 9, 2026
NEUTRAL CLUSTER 3/10
Two YELP insiders—Director Christine Barone and Chief People Officer Carmen Amara—sold a combined $3
Jun 9, 2026
NEUTRAL CLUSTER 2/10
Two YELP insiders sold a total of $380K in shares over a 7-day window, with Director Barone Christin
Jun 9, 2026
NEUTRAL CLUSTER 2/10
Two YELP insiders sold a total of $380K in shares over a one-week window, with a director selling $3
Jun 9, 2026
NEUTRAL 8-K 2/10
Yelp's CTO Sam Eaton will step down effective June 30, 2026, after 13 years, with internal successor
Apr 29, 2026
NEUTRAL DEFA14A 2/10
Yelp Inc. filed a definitive proxy statement (DEFA14A) for its annual shareholder meeting, which is
Apr 17, 2026
NEUTRAL CLUSTER 3/10
Yelp CFO sold $250,000 worth of stock in an open-market transaction, while both the CEO and CFO surr
Mar 17, 2026
NEUTRAL CLUSTER 3/10
Yelp insiders executed a mix of open-market sales and non-cash share grants over the past week. COO
Mar 6, 2026
NEUTRAL CLUSTER 3/10
Yelp insiders executed three transactions in the past week, including one open-market sale by Chief
Mar 3, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (13% buy). Based on 16 analysts: 0 strong buy, 2 buy, 9 hold, 3 sell, 2 strong sell.

Analyst Price Targets

$26.50 mean target +14.7% upside Buy (3.00)
$21.00 Low $32.00 High
MetricValue
Current Price$23.10
Target Low$21.00
Target Mean$26.50
Target Median$26.50
Target High$32.00
# Analysts8
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.36 $0.23 $0.43 -46.1% -34.3% 0↑ 8↓ $0.4B -1.0% 8
Next Q
2026-09-30
$0.58 $0.39 $0.75 -5.3% -8.8% 3↑ 5↓ $0.4B -1.0% 8
Current FY
2026-12-31
$1.88 $1.70 $2.20 -15.9% -11.1% 3↑ 5↓ $1.5B 0.1% 8
Next FY
2027-12-31
$2.60 $2.09 $3.06 38.0% +2.5% 3↑ 2↓ $1.5B 3.1% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.361
7d ago$0.549-0.188
30d ago$0.549-0.188
60d ago$0.549-0.188
90d ago$0.770-0.409
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Morgan Stanley MAINTAIN Underweight Underweight
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 17, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 17, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 13, 2026 Morgan Stanley MAINTAIN Underweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260293213%
May 1, 202602103212%
Apr 1, 202602103212%
Mar 1, 202602103212%
Feb 1, 202602103212%
Jan 1, 202602103212%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 4, 2026
short_volume
Short Volume: YELP — 55.1% short (0.3M / 0.5M)
Short: 285,841 | Exempt: 261 | TRF Vol: 519,179 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: YELP — 61.5% short (0.4M / 0.6M)
Short: 393,987 | Exempt: 100 | TRF Vol: 641,042 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: YELP — 70.1% short (0.4M / 0.5M)
Short: 374,885 | Exempt: 507 | TRF Vol: 534,811 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: YELP — 65.3% short (0.4M / 0.5M)
Short: 358,706 | Exempt: 0 | TRF Vol: 549,085 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: YELP — 70.5% short (0.4M / 0.6M)
Short: 439,187 | Exempt: 0 | TRF Vol: 622,684 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: YELP — 77.9% short (0.6M / 0.8M)
Short: 585,704 | Exempt: 8,408 | TRF Vol: 751,607 | Short Ratio: 77.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
YELP Q1 2026 Earnings Scheduled — 2026-05-07
Apr 30, 2026
earnings_calendar
YELP Q1 2026 Earnings Scheduled — 2026-04-30
Apr 23, 2026
short_interest
FTD: YELP — 20,802 shares ($0.6M) failed to deliver
Settlement: 20260423, Price: $29.06, FTD Value: $604,506.12, YELP INC COM STK (DE)
Apr 21, 2026
short_volume
Short Volume: YELP — 83.3% short (0.5M / 0.5M)
Short: 456,106 | Exempt: 0 | TRF Vol: 547,441 | Short Ratio: 83.3% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: YELP — 90.3% short (0.5M / 0.6M)
Short: 545,227 | Exempt: 0 | TRF Vol: 603,744 | Short Ratio: 90.3% | Off-exchange volume (dark pool + OTC)
Mar 2, 2026
short_interest
FTD: YELP — 82,840 shares ($1.8M) failed to deliver
Settlement: 20260302, Price: $22.29, FTD Value: $1,846,503.6, YELP INC COM STK (DE)