YETI Holdings, Inc. $YETI Shares Purchased by Reinhart Partners LLC.

Key Points

• Reinhart Partners increased its YETI stake by 5.1% in the second quarter, purchasing 158,957 additional shares to own 3.28 million shares valued at approximately $162.4 million.
• YETI reported quarterly EPS of $0.26, beating estimates of $0.17, while revenue rose 8.3% year over year to $380.4 million. The company provided fiscal 2026 EPS guidance of $2.83–$2.89.
• Analysts maintain a “Moderate Buy” consensus, with 10 Buy ratings and five Holds and an average price target of $52.83; shares recently opened at $52.13.

Reinhart Partners LLC. grew its position in YETI Holdings, Inc. (NYSE:YETI - Free Report) by 5.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,277,296 shares of the company's stock after purchasing an additional 158,957 shares during the period. YETI comprises about 3.7% of Reinhart Partners LLC.'s holdings, making the stock its 6th largest position. Reinhart Partners LLC. owned approximately 4.33% of YETI worth $162,423,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in YETI. Richardson Financial Services Inc. acquired a new stake in YETI in the fourth quarter valued at approximately $25,000. Blue Trust Inc. lifted its stake in shares of YETI by 2,079.3% in the 4th quarter. Blue Trust Inc. now owns 632 shares of the company's stock valued at $28,000 after purchasing an additional 603 shares during the last quarter. SBI Securities Co. Ltd. lifted its stake in shares of YETI by 91.2% in the 4th quarter. SBI Securities Co. Ltd. now owns 648 shares of the company's stock valued at $29,000 after purchasing an additional 309 shares during the last quarter. Quarry LP bought a new stake in YETI in the third quarter worth $30,000. Finally, Safe Harbor Fiduciary LLC bought a new position in YETI during the fourth quarter valued at about $41,000.

YETI Stock Performance

NYSE YETI opened at $52.13 on Friday. YETI Holdings, Inc. has a twelve month low of $31.56 and a twelve month high of $53.99. The company has a quick ratio of 1.06, a current ratio of 2.10 and a debt-to-equity ratio of 0.10. The stock has a market cap of $3.95 billion, a P/E ratio of 26.60, a PEG ratio of 1.64 and a beta of 1.72. The company's 50-day simple moving average is $49.52 and its 200 day simple moving average is $44.71.

YETI (NYSE:YETI - Get Free Report) last announced its quarterly earnings results on Thursday, May 14th. The company reported $0.26 EPS for the quarter, topping analysts' consensus estimates of $0.17 by $0.09. YETI had a net margin of 8.36% and a return on equity of 22.61%. The firm had revenue of $380.41 million during the quarter, compared to analysts' expectations of $374.73 million. During the same quarter last year, the company earned $0.31 earnings per share. The company's revenue for the quarter was up 8.3% compared to the same quarter last year. YETI has set its FY 2026 guidance at 2.830-2.890 EPS. As a group, research analysts forecast that YETI Holdings, Inc. will post 2.44 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on YETI shares. Weiss Ratings lowered YETI from a "hold (c+)" rating to a "hold (c)" rating in a report on Monday, May 11th. Robert W. Baird lifted their target price on shares of YETI from $54.00 to $55.00 and gave the stock an "outperform" rating in a report on Friday, May 15th. Wall Street Zen raised YETI from a "hold" rating to a "buy" rating in a research report on Saturday, July 4th. UBS Group raised their target price on YETI from $45.00 to $51.00 and gave the company a "neutral" rating in a report on Thursday, July 16th. Finally, Canaccord Genuity Group increased their price objective on YETI from $42.00 to $45.00 and gave the company a "hold" rating in a research report on Tuesday, June 23rd. Ten investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $52.83.

YETI 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.

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