YETI

YETI Holdings, Inc.

NYSE · Sporting & Athletic Goods, NEC · Inc. DE · CIK 0001670592
$50.42 -0.51% $3.8B
17 New Institutional Positions12 Institutional Exits
Vol
Market Cap$3.8B
Cap SizeMid Cap
Analyst ConsensusBuy (65%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity17 buys / 12 sells
SEC Reports2
Exchange NYSE·Sector Sporting & Athletic Goods, NEC·Inc. DE·CIK 0001670592·Prev Close $50.68

Recent Activity

Jun 2, 2026 short_volume
Short Volume: YETI — 73.5% short (0.5M / 0.6M)
Short: 468,633 | Exempt: 52 | TRF Vol: 637,811 | Short Ratio: 73.5% | Off-exchange volume (dark pool
May 14, 2026 SEC
YETI reported Q1 2026 sales of $380.4M (+8% YoY), beating the $374.7M consensus, but GAAP diluted EPS of $0.13 missed th
8-K — Impact 6/10
May 7, 2026 Insider
Dean Alison was granted 3,719 shares
Director
May 7, 2026 Insider
GIBEAU FRANK D was granted 3,719 shares
Director
May 7, 2026 Insider
MCCOY DUSTAN E was granted 3,719 shares
Director
Mar 26, 2026 SEC
YETI Holdings, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting, where shareholders will vote on
DEFA14A — Impact 3/10
Inst.
MORGAN STANLEY — TRIM
1,313,990 shares ($48.1M)
Inst.
JUPITER ASSET MANAGEMENT LTD — DOUBLED
1,207,923 shares ($44.2M)

Price Targets

$51.33 +1.8% upside Hold
Current $50.42 Low $41.00 Median $53.00 High $70.00 15 analysts
$41.00 $70.00

Analyst Ratings

Buy65% buy · 23 analysts
7Strong Buy
8Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 15, 2026 Canaccord Genuity MAINTAIN Hold → Hold
May 15, 2026 Baird MAINTAIN Outperform → Outperform
Apr 7, 2026 UBS MAINTAIN Neutral → Neutral
Mar 10, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.54 ▼ -7.0% $0.50 — $0.66 -18% YoY 16
Next Q $0.86 ▲ +1.7% $0.82 — $0.92 42% YoY 16
Current FY $2.88 ▲ +2.4% $2.83 — $3.00 16% YoY 17
Next FY $3.31 ▲ +1.8% $3.08 — $4.00 15% YoY 17

Top Institutional Holders

FundValueMove
BlackRock, Inc.$261.6M
WELLINGTON MANAGEMENT GROUP LLP$174.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$135.4M
BAILLIE GIFFORD & CO$135.2MADD
VANGUARD CAPITAL MANAGEMENT LLC$127.7M

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026Dean AlisonA$0.00
May 7, 2026GIBEAU FRANKA$0.00
May 7, 2026MCCOY DUSTANA$0.00
May 7, 2026Kelley MaryA$0.00
May 7, 2026Welander JanA$0.00
50 institutional holders with $2.0B total value (54,843,055 shares) as of 2026-Q1. Top holders: BlackRock,, WELLINGTON, VANGUARD. Net buying activity: 17 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.7,150,759$261.6M13.0%
2WELLINGTON MANAGEMENT GROUP LLP4,769,942$174.5M8.7%
3VANGUARD PORTFOLIO MANAGEMENT LLC3,701,230$135.4M6.7%
4BAILLIE GIFFORD & CO3,695,471$135.2M6.7%ADD +50.9%
5VANGUARD CAPITAL MANAGEMENT LLC3,490,837$127.7M6.3%
6FMR LLC2,499,269$91.4M4.5%
7STATE STREET CORP2,389,689$87.4M4.3%
8CITADEL ADVISORS LLC1,924,748$70.4M3.5%
9DIMENSIONAL FUND ADVISORS LP1,887,097$69.0M3.4%
10ALLIANCEBERNSTEIN L.P.1,246,064$55.0M2.7%NEW
11CONGRESS ASSET MANAGEMENT CO1,401,440$51.3M2.5%
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,357,672$49.7M2.5%
13LOOMIS SAYLES & CO L P1,316,095$48.2M2.4%
14MORGAN STANLEY1,313,990$48.1M2.4%TRIM -30.3%
15JUPITER ASSET MANAGEMENT LTD1,207,923$44.2M2.2%DOUBLED +156.9%
16BNP Paribas Asset Management Holding S.A.1,182,749$43.3M2.1%DOUBLED +23673.8%
17Clark Capital Management Group, Inc.996,110$36.4M1.8%NEW
18GOLDMAN SACHS GROUP INC925,710$33.9M1.7%
19Gotham Asset Management, LLC844,960$30.9M1.5%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC831,290$30.4M1.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM1,884,3611,313,990-30.3%$48.1M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED470,1081,207,923+156.9%$44.2M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED4,9751,182,749+23673.8%$43.3M2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ADD517,910677,360+30.8%$24.8M2026-Q1
WCM INVESTMENT MANAGEMENT, LLCTRIM442,521255,906-42.2%$9.1M2026-Q1
BLAIR WILLIAM & CO/ILTRIM284,362186,422-34.4%$6.8M2026-Q1
FIL LtdADD106,000181,000+70.8%$6.6M2026-Q1
SEI INVESTMENTS COADD120,330179,637+49.3%$6.6M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDDOUBLED41,67992,156+121.1%$3.4M2026-Q1
FIRST TRUST ADVISORS LPTRIM167,54391,016-45.7%$3.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED41,60085,500+105.5%$3.1M2026-Q1
D.A. DAVIDSON & CO.ADD42,78457,849+35.2%$2.1M2026-Q1
BANK OF MONTREAL /CAN/TRIM44,86131,972-28.7%$1.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED68630,308+4318.1%$1.1M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD20,42226,338+29.0%$957.6K2026-Q1
AmundiADD10,05315,756+56.7%$576.5K2026-Q1
Atria Investments, IncADD7,92710,348+30.5%$378.6K2026-Q1
XPONANCE LLCADD7,96210,240+28.6%$374.7K2026-Q1
M&T BANK CORPTRIM38,0069,535-74.9%$348.9K2026-Q1
CIBC WORLD MARKET INC.ADD7,4339,324+25.4%$341.2K2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD4,9677,902+59.1%$289.1K2026-Q1
PINEBRIDGE INVESTMENTS LLCTRIM11,4697,562-34.1%$276.7K2026-Q1
Brevan Howard Capital Management LPTRIM18,6705,794-69.0%$212.0K2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.DOUBLED63550+773.0%$20.1K2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED40118+195.0%$4.3K2026-Q1
13 unique insiders with 18 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026Dean AlisonDirectorAWARD3,719
May 7, 2026GIBEAU FRANK DDirectorAWARD3,719
May 7, 2026MCCOY DUSTAN EDirectorAWARD3,719
May 7, 2026Kelley Mary LouDirectorAWARD2,819
May 7, 2026Welander Jan MagnusDirectorAWARD6,238
May 7, 2026SHEARER ROBERT KDirectorAWARD9,117
May 7, 2026Arens ArneDirectorAWARD3,719
May 7, 2026Axelrod Elizabeth LDirectorAWARD3,719
May 6, 2026GIBEAU FRANK DDirectorGIFT5,467
Feb 24, 2026Barksdale Bryan C.SVP, CLO and SecretaryTAX W/H546$45.44$24.8K
Feb 24, 2026Duff MartinSVP, Supply Chain & OperationsTAX W/H607$45.44$27.6K
Feb 24, 2026Reintjes Matthew JPresident and CEOTAX W/H1,754$45.44$79.7K
Feb 23, 2026Bomar Scott CSVP, CFO and TreasurerAWARD20,045
Feb 20, 2026Reintjes Matthew JPresident and CEOAWARD160,448
Feb 20, 2026McMullen Michael JohnCFOAWARD20,546
Feb 20, 2026Duff MartinSVP, Supply Chain & OperationsAWARD16,644
Feb 20, 2026Barksdale Bryan C.SVP, CLO and SecretaryAWARD16,632
Feb 17, 2026McMullen Michael JohnCFOTAX W/H1,503$48.01$72.2K

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

Current analyst consensus: Buy (65% buy). Based on 23 analysts: 7 strong buy, 8 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$51.33 mean target +1.8% upside Hold (2.00)
$41.00 Low $70.00 High
MetricValue
Current Price$50.42
Target Low$41.00
Target Mean$51.33
Target Median$53.00
Target High$70.00
# Analysts15
RecommendationHold (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.54 $0.50 $0.66 -18.3% -7.0% 2↑ 10↓ $0.5B 8.3% 16
Next Q
2026-09-30
$0.86 $0.82 $0.92 41.8% +1.7% 6↑ 7↓ $0.5B 7.3% 16
Current FY
2026-12-31
$2.88 $2.83 $3.00 16.0% +2.4% 15↑ 0↓ $2.0B 7.5% 17
Next FY
2027-12-31
$3.31 $3.08 $4.00 15.0% +1.8% 12↑ 0↓ $2.2B 7.1% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.539
7d ago$0.539
30d ago$0.580-0.040
60d ago$0.583-0.044
90d ago$0.598-0.058
8 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 15, 2026 Canaccord Genuity MAINTAIN Hold Hold
May 15, 2026 Baird MAINTAIN Outperform Outperform
Apr 7, 2026 UBS MAINTAIN Neutral Neutral
Mar 10, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 24, 2026 Citigroup MAINTAIN Buy Buy
Feb 20, 2026 Baird MAINTAIN Outperform Outperform
Feb 20, 2026 B. Riley Securities UPGRADE Neutral Buy
Feb 17, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 16, 2026 Keybanc UPGRADE Sector Weight Overweight
Jan 14, 2026 UBS MAINTAIN Neutral Neutral
Jan 8, 2026 Canaccord Genuity MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267880065%
May 1, 20267880065%
Apr 1, 20267880065%
Mar 1, 20266880064%
Feb 1, 202666100055%
Jan 1, 202665110050%
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 2, 2026
short_volume
Short Volume: YETI — 73.5% short (0.5M / 0.6M)
Short: 468,633 | Exempt: 52 | TRF Vol: 637,811 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
other
YETI Holdings, Inc. Announces Participation in Upcoming Investor Conferences
<p align="justify">AUSTIN, Texas, May 28, 2026 (GLOBE NEWSWIRE) -- YETI Holdings, Inc. (“YETI”) (NYSE: YETI) today announced that management will be
May 28, 2026
short_volume
Short Volume: YETI — 58.3% short (0.4M / 0.6M)
Short: 352,160 | Exempt: 12 | TRF Vol: 603,663 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: YETI — 57.4% short (0.4M / 0.8M)
Short: 434,024 | Exempt: 0 | TRF Vol: 756,430 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: YETI — 2.1M shares, 43,273 trades
Week starting 2026-05-18. Total ATS volume: 2,091,884 shares across 43,273 trades.
May 15, 2026
short_volume
Short Volume: YETI — 57.5% short (0.6M / 1.1M)
Short: 631,375 | Exempt: 848 | TRF Vol: 1,098,295 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings_calendar
YETI Q1 2026 Earnings Before Market Open — 2026-05-14
May 14, 2026
short_interest
FTD: YETI — 20,783 shares ($0.8M) failed to deliver
Settlement: 20260514, Price: $38.33, FTD Value: $796,612.39, YETI HLDGS INC COM (DE)
May 11, 2026
short_volume
Short Volume: YETI — 66.3% short (0.4M / 0.7M)
Short: 433,599 | Exempt: 0 | TRF Vol: 654,092 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: YETI — 4.3M shares, 73,168 trades
Week starting 2026-05-11. Total ATS volume: 4,306,619 shares across 73,168 trades.
May 6, 2026
short_volume
Short Volume: YETI — 62.0% short (0.5M / 0.8M)
Short: 466,248 | Exempt: 49 | TRF Vol: 752,367 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: YETI — 2.1M shares, 53,818 trades
Week starting 2026-05-04. Total ATS volume: 2,121,348 shares across 53,818 trades.
Apr 27, 2026
dark_pool
Dark Pool: YETI — 2.0M shares, 46,095 trades
Week starting 2026-04-27. Total ATS volume: 1,980,426 shares across 46,095 trades.
Apr 20, 2026
dark_pool
Dark Pool: YETI — 1.6M shares, 34,231 trades
Week starting 2026-04-20. Total ATS volume: 1,561,019 shares across 34,231 trades.
Apr 17, 2026
short_volume
Short Volume: YETI — 73.0% short (0.9M / 1.2M)
Short: 871,130 | Exempt: 3,271 | TRF Vol: 1,193,442 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)