CBRL

CRACKER BARREL OLD COUNTRY STORE, INC

Nasdaq · Retail-Eating Places · Inc. TN · CIK 0001067294
$46.69 +2.62% $1.0B
High Impact Filing (7/10)12 New Institutional Positions7 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$1.0B
Cap SizeSmall Cap
Analyst ConsensusSell (7%)
Inst. Holders50 funds
Inst. Value$438.7M
Inst. Activity12 buys / 7 sells
Reddit Sentiment67° Warm
SEC Reports2
Congressional2 trades
Exchange Nasdaq·Sector Retail-Eating Places·Inc. TN·CIK 0001067294·Prev Close $45.50

Recent Activity

Jun 9, 2026 SEC
Cracker Barrel reported Q3 FY2026 results that exceeded expectations, with adjusted EPS of $0.29 vs consensus of $-0.48,
8-K — Impact 6/10
Jun 9, 2026 short_volume
Short Volume: CBRL — 67.7% short (0.5M / 0.8M)
Short: 542,122 | Exempt: 800 | TRF Vol: 801,182 | Short Ratio: 67.7% | Off-exchange volume (dark poo
May 4, 2026 Insider
Lankford Jennifer was granted 1,021 shares
SVP and General Counsel @ $29.08 ($29.7K)
Apr 1, 2026 Congress
Tim Moore sell
$15,001 - $50,000 — House
Mar 23, 2026 Congress
Timothy Moore buy
$15,001 - $50,000 — House
Mar 9, 2026 Insider
Hisel Doug was granted 1,084 shares
SVP, Store Operations @ $29.08 ($31.5K)
Mar 4, 2026 SEC
Cracker Barrel reported a significant decline in second-quarter fiscal 2026 results, with revenue down 7.9% year-over-ye
8-K — Impact 7/10
Inst.
Allianz Asset Management GmbH — ADD
1,073,797 shares ($30.2M)

Price Targets

$38.75 -17.0% upside Strong Sell
Current $46.69 Low $32.00 Median $37.00 High $50.00 8 analysts
$32.00 $50.00

Analyst Ratings

Strong Sell7% buy · 15 analysts
1Strong Buy
0Buy
8Hold
2Sell
4Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 Argus Research MAINTAIN Buy → Buy
Jun 10, 2026 UBS MAINTAIN Neutral → Neutral
Jun 10, 2026 Citigroup MAINTAIN Sell → Sell
Jun 10, 2026 Wells Fargo UPGRADE Equal-Weight → Overweight
Jun 5, 2026 B of A Securities MAINTAIN Underperform → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.04 ▼ -4.9% $-0.61 — $-0.34 -106% YoY 8
Next Q $-0.38 ▼ -13.1% $-0.16 — $0.06 -152% YoY 7
Current FY $-0.24 ▲ +81.4% $-0.37 — $-0.13 -108% YoY 6
Next FY $0.64 ▲ +19.4% $0.42 — $1.07 368% YoY 8

Top Institutional Holders

FundValueMove
BlackRock, Inc.$95.0M
Allianz Asset Management GmbH$30.2MADD
VANGUARD CAPITAL MANAGEMENT LLC$27.5M
STATE STREET CORP$24.1M
TWO SIGMA INVESTMENTS, LP$19.2M

Recent Insider Trades

DateInsiderTypeValue
May 4, 2026Lankford JenniferA$29.7K
Mar 9, 2026Hisel DougA$31.5K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish

Congressional Trades

2 members: 1 buys, 1 sells
MemberPartyTypeAmount
Tim MooreRSELL$15,001 - $50,000
Timothy MooreRBUY$15,001 - $50,000
50 institutional holders with $438.7M total value (15,609,827 shares) as of 2026-Q1. Top holders: BlackRock,, Allianz, VANGUARD. Net buying activity: 12 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,378,442$95.0M21.6%
2Allianz Asset Management GmbH1,073,797$30.2M6.9%ADD +58.3%
3VANGUARD CAPITAL MANAGEMENT LLC979,438$27.5M6.3%
4STATE STREET CORP857,219$24.1M5.5%
5TWO SIGMA INVESTMENTS, LP683,566$19.2M4.4%
6SUSQUEHANNA INTERNATIONAL GROUP, LLP679,900$19.1M4.4%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC646,557$18.2M4.1%
8MARSHALL WACE, LLP586,849$16.5M3.8%DOUBLED +185.3%
9VANGUARD PORTFOLIO MANAGEMENT LLC543,501$15.3M3.5%
10CITADEL ADVISORS LLC430,169$12.1M2.8%
11DIMENSIONAL FUND ADVISORS LP402,235$11.3M2.6%TRIM -34.4%
12Parallax Volatility Advisers, L.P.400,000$11.2M2.6%DOUBLED +400.0%
13Invesco Ltd.380,628$10.7M2.4%ADD +46.5%
14CITADEL ADVISORS LLC327,200$9.2M2.1%
15MORGAN STANLEY327,178$9.2M2.1%TRIM -35.1%
16COMMONWEALTH EQUITY SERVICES, LLC299,895$8.4M1.9%DOUBLED +100.1%
17WELLINGTON MANAGEMENT GROUP LLP268,321$7.5M1.7%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP268,000$7.5M1.7%
19BALYASNY ASSET MANAGEMENT L.P.253,383$7.1M1.6%
20Point72 Asset Management, L.P.239,783$6.7M1.5%DOUBLED +181.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Allianz Asset Management GmbHADD678,4621,073,797+58.3%$30.2M2026-Q1
MARSHALL WACE, LLPDOUBLED205,698586,849+185.3%$16.5M2026-Q1
MORGAN STANLEYTRIM503,811327,178-35.1%$9.2M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCDOUBLED149,849299,895+100.1%$8.4M2026-Q1
Point72 Asset Management, L.P.DOUBLED85,178239,783+181.5%$6.7M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED53,752124,739+132.1%$3.5M2026-Q1
Nuveen, LLCADD49,53468,219+37.7%$1.9M2026-Q1
BANK OF AMERICA CORP /DE/TRIM131,46533,375-74.6%$938.2K2026-Q1
FIFTH THIRD BANCORPDOUBLED55629,405+5188.7%$826.6K2026-Q1
NISA INVESTMENT ADVISORS, LLCADD13,04021,904+68.0%$615.7K2026-Q1
Pinnacle Financial Partners, Inc.ADD8,00015,420+92.8%$433.5K2026-Q1
SEI INVESTMENTS COADD7,94713,419+68.9%$377.2K2026-Q1
GROUP ONE TRADING LLCTRIM16,99010,620-37.5%$298.5K2026-Q1
Brevan Howard Capital Management LPTRIM20,9739,674-53.9%$271.9K2026-Q1
Freestone Grove Partners LPNEAR_EXIT26,0796,017-76.9%$169.1K2026-Q1
FMR LLCNEAR_EXIT567,5502,353-99.6%$66.2K2026-Q1
Rockefeller Capital Management L.P.DOUBLED243791+225.5%$22.2K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD351481+37.0%$13.5K2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPEXIT461,4810-100.0%$0.002026-Q1
Allianz Asset Management GmbHADD456,278678,462+48.7%$17.2M2025-Q4
FMR LLCDOUBLED14,014567,550+3949.9%$14.4M2025-Q4
MORGAN STANLEYADD285,905503,811+76.2%$12.8M2025-Q4
DIMENSIONAL FUND ADVISORS LPTRIM743,413487,542-34.4%$12.4M2025-Q4
Invesco Ltd.ADD325,962477,595+46.5%$12.1M2025-Q4
Connor, Clark & Lunn Investment Management Ltd.ADD84,892161,890+90.7%$4.1M2025-Q4
2 unique insiders with 2 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 4, 2026Lankford JenniferSVP and General CounselAWARD1,021$29.08$29.7K
Mar 9, 2026Hisel DougSVP, Store OperationsAWARD1,084$29.08$31.5K

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

Current analyst consensus: Strong Sell (7% buy). Based on 15 analysts: 1 strong buy, 0 buy, 8 hold, 2 sell, 4 strong sell.

Analyst Price Targets

$38.75 mean target -17.0% upside Strong Sell (3.10)
$32.00 Low $50.00 High
MetricValue
Current Price$46.69
Target Low$32.00
Target Mean$38.75
Target Median$37.00
Target High$50.00
# Analysts8
RecommendationStrong Sell (3.10)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$-0.04 $-0.61 $-0.34 -105.6% -4.9% 1↑ 1↓ $0.8B -5.6% 8
Next Q
2026-07-31
$-0.38 $-0.16 $0.06 -151.6% -13.1% 1↑ 1↓ $0.8B 2.7% 7
Current FY
2026-07-31
$-0.24 $-0.37 $-0.13 -107.5% +81.4% 0↑ 2↓ $3.3B -5.6% 6
Next FY
2027-07-31
$0.64 $0.42 $1.07 368.2% +19.4% 0↑ 2↓ $3.4B 3.3% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.481
7d ago$-0.458-0.022
30d ago$-0.458-0.022
60d ago$-0.458-0.022
90d ago$-0.449-0.031
7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 Argus Research MAINTAIN Buy Buy
Jun 10, 2026 UBS MAINTAIN Neutral Neutral
Jun 10, 2026 Citigroup MAINTAIN Sell Sell
Jun 10, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Jun 5, 2026 B of A Securities MAINTAIN Underperform Underperform
Apr 6, 2026 Freedom Broker INITIATE Hold
Mar 5, 2026 Citigroup MAINTAIN Sell Sell
Mar 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 5, 2026 Truist Securities MAINTAIN Buy Buy
Mar 5, 2026 UBS MAINTAIN Neutral Neutral
Feb 20, 2026 Citigroup MAINTAIN Sell Sell
Dec 19, 2025 B of A Securities MAINTAIN Underperform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026108247%
May 1, 2026108247%
Apr 1, 2026107247%
Mar 1, 20261172413%
Feb 1, 20261172413%
Jan 1, 20261172413%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 1, 2026Tim MooreRHOUSESELL$15,001 - $50,000Cracker Barrel Old Country Store IncApr 29, 2026 (29d)
Mar 23, 2026Timothy MooreRHOUSEBUY$15,001 - $50,000Cracker Barrel Old Country Store IncMar 25, 2026 (3d)
67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 4d 1h ago
CBRL and HIMS today to the moon!!!!!!!!!!
▲ 1 💬 0 ⚡ 0.5
Jun 9, 2026
short_volume
Short Volume: CBRL — 67.7% short (0.5M / 0.8M)
Short: 542,122 | Exempt: 800 | TRF Vol: 801,182 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
earnings_calendar
CBRL Q3 2026 Earnings Before Market Open — 2026-06-08
May 19, 2026
short_volume
Short Volume: CBRL — 68.2% short (0.4M / 0.5M)
Short: 365,370 | Exempt: 0 | TRF Vol: 535,943 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: CBRL — 68.5% short (0.4M / 0.6M)
Short: 401,777 | Exempt: 197 | TRF Vol: 586,332 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: CBRL — 73.3% short (0.4M / 0.5M)
Short: 383,903 | Exempt: 0 | TRF Vol: 523,920 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: CBRL — 22,829 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $31.04, FTD Value: $708,612.16, CRACKER BARREL OLD CTRY STORE
Apr 27, 2026
short_interest
FTD: CBRL — 57,605 shares ($1.7M) failed to deliver
Settlement: 20260427, Price: $29.36, FTD Value: $1,691,282.8, CRACKER BARREL OLD CTRY STORE
Apr 17, 2026
short_volume
Short Volume: CBRL — 66.6% short (0.4M / 0.6M)
Short: 367,081 | Exempt: 0 | TRF Vol: 551,233 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: CBRL — 58.8% short (0.3M / 0.6M)
Short: 336,786 | Exempt: 777 | TRF Vol: 572,536 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_interest
FTD: CBRL — 31,455 shares ($0.9M) failed to deliver
Settlement: 20260410, Price: $29.74, FTD Value: $935,471.7, CRACKER BARREL OLD CTRY STORE
Apr 9, 2026
short_interest
FTD: CBRL — 51,911 shares ($1.5M) failed to deliver
Settlement: 20260409, Price: $28.99, FTD Value: $1,504,899.89, CRACKER BARREL OLD CTRY STORE
Apr 7, 2026
short_interest
FTD: CBRL — 63,455 shares ($1.9M) failed to deliver
Settlement: 20260407, Price: $29.65, FTD Value: $1,881,440.75, CRACKER BARREL OLD CTRY STORE
Apr 6, 2026
short_volume
Short Volume: CBRL — 83.0% short (0.6M / 0.7M)
Short: 622,140 | Exempt: 96 | TRF Vol: 749,551 | Short Ratio: 83.0% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_interest
FTD: CBRL — 60,747 shares ($1.6M) failed to deliver
Settlement: 20260330, Price: $26.74, FTD Value: $1,624,374.78, CRACKER BARREL OLD CTRY STORE
Mar 27, 2026
short_interest
FTD: CBRL — 27,725 shares ($0.8M) failed to deliver
Settlement: 20260327, Price: $27.80, FTD Value: $770,755, CRACKER BARREL OLD CTRY STORE