YETI Holdings, Inc. $YETI Shares Bought by Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. raised its position in YETI Holdings, Inc. (NYSE:YETI) by 70.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 140,550 shares of the company’s stock after acquiring an additional 58,000 shares during the period. Schwartz Investment Counsel Inc. owned approximately 0.18% of YETI worth $6,208,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in YETI. Reinhart Partners LLC. raised its stake in shares of YETI by 24.2% during the 3rd quarter. Reinhart Partners LLC. now owns 2,661,920 shares of the company’s stock worth $88,323,000 after buying an additional 519,102 shares in the last quarter. Congress Asset Management Co. boosted its stake in shares of YETI by 4.8% in the fourth quarter. Congress Asset Management Co. now owns 1,293,164 shares of the company’s stock valued at $57,119,000 after buying an additional 59,474 shares in the last quarter. SG Americas Securities LLC boosted its stake in shares of YETI by 16,553.6% in the fourth quarter. SG Americas Securities LLC now owns 747,747 shares of the company’s stock valued at $33,028,000 after buying an additional 743,257 shares in the last quarter. Baillie Gifford & Co. grew its holdings in YETI by 50.9% during the fourth quarter. Baillie Gifford & Co. now owns 3,945,196 shares of the company’s stock worth $174,259,000 after acquiring an additional 1,330,278 shares during the period. Finally, Dean Capital Management grew its holdings in YETI by 40.2% during the third quarter. Dean Capital Management now owns 107,565 shares of the company’s stock worth $3,569,000 after acquiring an additional 30,822 shares during the period.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on YETI shares. KeyCorp upgraded shares of YETI from a “sector weight” rating to an “overweight” rating and set a $57.00 target price on the stock in a research report on Friday, January 16th. Wall Street Zen lowered shares of YETI from a “buy” rating to a “hold” rating in a research report on Sunday, April 19th. Piper Sandler increased their target price on shares of YETI from $43.00 to $54.00 and gave the company an “overweight” rating in a report on Tuesday, February 17th. Morgan Stanley decreased their price target on YETI from $48.00 to $47.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 10th. Finally, Robert W. Baird upped their price target on YETI from $52.00 to $54.00 and gave the stock an “outperform” rating in a report on Friday, February 20th. Nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $48.50.

YETI Trading Down 2.9%

Shares of YETI opened at $39.72 on Wednesday. YETI Holdings, Inc. has a 1-year low of $28.98 and a 1-year high of $51.29. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.98 and a quick ratio of 1.11. The firm has a 50 day simple moving average of $38.68 and a 200-day simple moving average of $41.75. The stock has a market cap of $3.01 billion, a price-to-earnings ratio of 19.57, a price-to-earnings-growth ratio of 1.33 and a beta of 1.69.

YETI (NYSE:YETI) last released its quarterly earnings results on Thursday, February 19th. The company reported $0.92 earnings per share for the quarter, topping the consensus estimate of $0.88 by $0.04. The company had revenue of $583.71 million during the quarter, compared to the consensus estimate of $582.43 million. YETI had a return on equity of 22.53% and a net margin of 8.85%.YETI’s revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the business posted $1.00 earnings per share. YETI has set its FY 2026 guidance at 2.770-2.830 EPS. Equities analysts forecast that YETI Holdings, Inc. will post 2.33 EPS for the current fiscal year.

YETI Company Profile

YETI Holdings, Inc is an American outdoor and lifestyle products company known for its premium, performance-driven coolers, drinkware and accessories. The company’s portfolio includes hard coolers under its flagship Tundra series, soft coolers in the Hopper line, and vacuum-insulated drinkware sold under the Rambler brand. YETI’s products are engineered for durability, temperature retention and rugged outdoor use, targeting consumers ranging from avid anglers and hunters to outdoor enthusiasts and everyday users seeking high-quality insulated containers.

Founded in 2006 by brothers Roy and Ryan Seiders in Austin, Texas, YETI began with a focus on building a better cooler that could withstand extreme conditions and maintain ice retention longer than traditional alternatives.