Quantinno Capital Management LP Increases Position in Shake Shack, Inc. $SHAK

Quantinno Capital Management LP grew its position in shares of Shake Shack, Inc. (NYSE:SHAK) by 655.6% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,362 shares of the company’s stock after purchasing an additional 48,035 shares during the period. Quantinno Capital Management LP owned approximately 0.13% of Shake Shack worth $4,898,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of SHAK. Hilton Head Capital Partners LLC purchased a new stake in shares of Shake Shack in the 4th quarter valued at $25,000. Geneos Wealth Management Inc. acquired a new position in Shake Shack during the 1st quarter worth about $26,000. Assetmark Inc. lifted its stake in Shake Shack by 457.6% during the 4th quarter. Assetmark Inc. now owns 368 shares of the company’s stock worth $30,000 after acquiring an additional 302 shares in the last quarter. UMB Bank n.a. boosted its holdings in Shake Shack by 42.2% during the 4th quarter. UMB Bank n.a. now owns 391 shares of the company’s stock valued at $32,000 after acquiring an additional 116 shares during the period. Finally, Advisory Services Network LLC purchased a new position in Shake Shack during the 3rd quarter valued at about $38,000. 86.07% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have issued reports on SHAK shares. UBS Group cut their price target on shares of Shake Shack from $79.00 to $68.00 and set a “neutral” rating on the stock in a research note on Monday. BTIG Research reissued a “neutral” rating on shares of Shake Shack in a research note on Wednesday, May 20th. Jefferies Financial Group restated a “hold” rating and issued a $66.00 price objective on shares of Shake Shack in a report on Tuesday, June 2nd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Shake Shack in a research note on Friday, May 8th. Finally, Guggenheim reduced their target price on shares of Shake Shack from $120.00 to $100.00 and set a “buy” rating on the stock in a report on Monday, May 11th. Fifteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $89.74.

Shake Shack News Summary

Here are the key news stories impacting Shake Shack this week:

• Positive Sentiment: Activist investor involvement: Starboard Value disclosed a stake worth several hundred million dollars. The investment may increase pressure for operational improvements, margin expansion or other shareholder-friendly actions, initially supporting investor sentiment. Starboard Value discloses a sizable Shake Shack stake
• Positive Sentiment: Analysts raised price targets: DA Davidson lifted its target from $70 to $85 and upgraded the stock to “buy,” while BNP Paribas Exane raised its target from $77 to $81 and assigned an “outperform” rating. The revisions suggest analysts see meaningful upside despite recent volatility. Shake Shack analyst price-target revisions
• Positive Sentiment: Quarterly results exceeded expectations: Second-quarter earnings were $0.43 per share versus the $0.31 consensus estimate, while revenue reached $417.62 million, essentially matching estimates and increasing 17.2% year over year. Shake Shack also expects fiscal 2026 revenue of approximately $1.6 billion to $1.7 billion and plans to open 60 to 65 company-operated restaurants. Shake Shack Q2 earnings and revenue results
• Neutral Sentiment: Expansion and brand coverage: New restaurants in Highland Village and Stuyvesant Plaza, along with favorable consumer coverage of Shake Shack’s frozen custard, support continued brand growth but are unlikely to materially change near-term earnings expectations. Shake Shack Highland Village opening
• Negative Sentiment: Margin pressure remains the key concern: Beef inflation and higher operating expenses caused profit to slip from $0.44 per share a year ago to $0.43, despite strong revenue growth. Management’s shift to annual-only guidance also reduces near-term visibility, while the stock’s high earnings multiple leaves less room for execution disappointments. Shake Shack revenue rises while profit slips

Shake Shack Price Performance

Shares of NYSE SHAK opened at $70.17 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.67 and a quick ratio of 1.66. The company has a market cap of $3.00 billion, a price-to-earnings ratio of 74.65, a price-to-earnings-growth ratio of 5.90 and a beta of 1.63. The stock’s 50-day moving average is $58.50 and its two-hundred day moving average is $78.03. Shake Shack, Inc. has a 1-year low of $51.60 and a 1-year high of $114.39.

Shake Shack (NYSE:SHAK) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.31 by $0.12. Shake Shack had a return on equity of 9.29% and a net margin of 2.56%.The business had revenue of $417.62 million during the quarter, compared to analysts’ expectations of $417.18 million. During the same quarter last year, the business posted $0.44 EPS. The business’s quarterly revenue was up 17.2% compared to the same quarter last year. Analysts forecast that Shake Shack, Inc. will post 1.1 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director Daniel Harris Meyer purchased 32,258 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was bought at an average price of $61.88 per share, for a total transaction of $1,996,125.04. Following the completion of the purchase, the director directly owned 378,670 shares of the company’s stock, valued at $23,432,099.60. The trade was a 9.31% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Robert Lynch purchased 5,000 shares of the stock in a transaction on Friday, May 15th. The shares were purchased at an average price of $60.39 per share, with a total value of $301,950.00. Following the acquisition, the chief executive officer directly owned 77,845 shares in the company, valued at $4,701,059.55. This represents a 6.86% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 50,616 shares of company stock valued at $3,109,782 over the last ninety days. 8.32% of the stock is currently owned by corporate insiders.

Shake Shack Company Profile

Shake Shack, Inc (NYSE: SHAK) is a publicly traded hospitality company known for its modern take on the classic American roadside burger stand. The company operates a chain of quick-casual restaurants offering premium hamburgers, hot dogs, crinkle-cut fries, frozen custard, milkshakes and a curated selection of beer and wine. Shake Shack emphasizes high-quality ingredients, including 100% all-natural Angus beef with no hormones or antibiotics, and works with local suppliers where possible to maintain its commitment to fresh, responsibly sourced food.

Shake Shack traces its origins to a hot dog cart opened in New York City’s Madison Square Park in 2001 by Danny Meyer’s Union Square Hospitality Group.