Exploring Cracker Barrel Old Country Store, Inc. (CBRL) Investor Profile: Who’s Buying and Why?

Ever wondered who exactly is investing in Cracker Barrel Old Country Store, Inc. (CBRL) and why? Are you curious about the major players and their stakes in this iconic chain? In 2024, institutional investors held a significant 115.68% (excluding 13D/G) of the company's shares, totaling 25,753,883 shares, valued at approximately $1.33 billion USD. With the share price experiencing a 26.90% decline between April 2024 and April 2025, understanding the moves of these key shareholders becomes even more crucial. So, who are these major investors, and what's driving their investment decisions?

Cracker Barrel Old Country Store, Inc. (CBRL) Who Invests in Cracker Barrel Old Country Store, Inc. (CBRL) and Why?

Understanding the investor profile of Cracker Barrel Old Country Store, Inc. (CBRL) involves examining the diverse range of individuals and institutions that hold its stock, and the motivations behind their investment decisions. These investors are typically drawn to the company's established brand, consistent dividend payouts, and strategic positioning within the restaurant and retail sectors.

Key investor types in Cracker Barrel Old Country Store, Inc. (CBRL) include:

• Retail Investors: Individual investors who buy shares for their personal accounts.
• Institutional Investors: Entities such as mutual funds, pension funds, and insurance companies that invest on behalf of their clients.
• Hedge Funds: Investment partnerships that use various strategies to generate returns for their investors.

Investment motivations for these groups can vary, but often include:

• Growth Prospects: The potential for Cracker Barrel Old Country Store, Inc. (CBRL) to expand its market presence and increase revenue through new store openings and enhanced customer experiences.
• Dividends: Cracker Barrel Old Country Store, Inc. (CBRL) is known for its commitment to returning value to shareholders through consistent dividend payments, which attract income-seeking investors. For instance, Cracker Barrel Old Country Store, Inc. (CBRL) declared a regular quarterly dividend of $1.30 per share on its common stock in February 2024, payable on May 7, 2024, to shareholders of record on April 19, 2024.
• Market Position: Cracker Barrel Old Country Store, Inc. (CBRL)'s established brand and unique combination of restaurant and retail offerings provide a competitive advantage in the market.

Typical investment strategies observed among Cracker Barrel Old Country Store, Inc. (CBRL) investors are:

• Long-Term Holding: Many institutional investors adopt a long-term perspective, holding shares for extended periods to benefit from the company's steady performance and dividend payouts.
• Short-Term Trading: Hedge funds and other active traders may engage in short-term trading strategies to capitalize on price fluctuations in Cracker Barrel Old Country Store, Inc. (CBRL)'s stock.
• Value Investing: Some investors may view Cracker Barrel Old Country Store, Inc. (CBRL) as an undervalued asset, believing that the company's stock price does not fully reflect its intrinsic value.

To illustrate the distribution of Cracker Barrel Old Country Store, Inc. (CBRL)'s shareholders, consider the following hypothetical breakdown:

Understanding these different investor types, their motivations, and strategies provides valuable insights into the dynamics of Cracker Barrel Old Country Store, Inc. (CBRL)'s stock and its overall market perception.

For more information on Cracker Barrel Old Country Store, Inc. (CBRL), explore: Cracker Barrel Old Country Store, Inc. (CBRL): History, Ownership, Mission, How It Works & Makes Money

Cracker Barrel Old Country Store, Inc. (CBRL) Institutional Ownership and Major Shareholders of Cracker Barrel Old Country Store, Inc. (CBRL)

Institutional ownership in Cracker Barrel Old Country Store, Inc. (CBRL) reflects the proportion of the company's stock held by major financial institutions. These institutions, which include mutual funds, pension funds, hedge funds, and insurance companies, often have significant influence due to the size of their holdings and can play a crucial role in shaping the company's stock performance and strategic direction.

As of the latest data in 2024, the top institutional investors in Cracker Barrel Old Country Store, Inc. (CBRL) include:

• Vanguard Group Inc.: Holding a substantial number of shares, Vanguard is a significant institutional investor in Cracker Barrel Old Country Store, Inc. (CBRL).
• BlackRock Fund Advisors: As another major institutional holder, BlackRock's investment decisions can have a notable impact on Cracker Barrel Old Country Store, Inc. (CBRL)’s stock.
• Dimensional Fund Advisors LP: This firm also holds a considerable stake in Cracker Barrel Old Country Store, Inc. (CBRL).
• State Street Global Advisors: Being one of the largest asset managers worldwide, State Street's investment in Cracker Barrel Old Country Store, Inc. (CBRL) is noteworthy.

Changes in institutional ownership can provide insights into the sentiment of large investors regarding Cracker Barrel Old Country Store, Inc. (CBRL)’s prospects. Increases in holdings may suggest confidence in the company’s future performance, while decreases could indicate concerns or shifts in investment strategy. Recent trends in institutional ownership of Cracker Barrel Old Country Store, Inc. (CBRL) shares show varied activity:

• Some institutions may have increased their positions, reflecting a bullish outlook based on Cracker Barrel Old Country Store, Inc. (CBRL)’s strategic initiatives and financial results.
• Conversely, others might have reduced their stakes, possibly due to concerns about market conditions, industry-specific challenges, or company-specific issues.

The collective actions of these major investors can influence Cracker Barrel Old Country Store, Inc. (CBRL)’s stock price and overall market perception. For instance, a large-scale purchase by institutional investors can drive up demand and increase the stock price, while a significant sell-off can have the opposite effect.

Here is a general overview that illustrates potential roles institutional investors play in Cracker Barrel Old Country Store, Inc. (CBRL):

Understanding the dynamics of institutional ownership provides valuable context for assessing Cracker Barrel Old Country Store, Inc. (CBRL)’s market position and potential future performance. By tracking the movements and influence of these major players, stakeholders can gain a deeper appreciation of the factors shaping the company’s trajectory.

For more insights into Cracker Barrel Old Country Store, Inc. (CBRL), you might find this link helpful: Cracker Barrel Old Country Store, Inc. (CBRL): History, Ownership, Mission, How It Works & Makes Money

Cracker Barrel Old Country Store, Inc. (CBRL) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Cracker Barrel Old Country Store, Inc. (CBRL) provides valuable insights into the company's stability, strategic direction, and potential for growth. Examining who holds significant stakes in CBRL, their motivations, and recent trading activities can offer a clearer picture of market sentiment and future prospects. Here’s a detailed look at some key aspects of CBRL's investor landscape.

Institutional investors often hold a significant percentage of Cracker Barrel Old Country Store, Inc. (CBRL)'s stock. As of December 31, 2024, the top institutional holders include:

• Vanguard Group Inc.
• BlackRock Fund Advisors
• Dimensional Fund Advisors LP

These firms manage substantial assets and their investment decisions can significantly influence CBRL's stock performance. For example, a large purchase by Vanguard or BlackRock could drive up demand, while a significant sell-off could depress the price. Monitoring their holdings and trading activity is crucial for understanding market trends related to CBRL. As of Q4 2024, Vanguard Group Inc. held 2.56 million shares, while BlackRock Fund Advisors held 2.26 million shares.

Hedge funds also play a role in CBRL's investor mix. These funds, known for their aggressive investment strategies, can take large positions and actively trade in and out of the stock. While specific hedge fund holdings can fluctuate, their presence can contribute to short-term volatility and potentially influence corporate strategies through activist campaigns. As of Q4 2024, hedge funds collectively held approximately 10% of CBRL's outstanding shares.

Activist investors sometimes target Cracker Barrel Old Country Store, Inc. (CBRL), seeking to influence company policy or strategic direction. These investors may push for changes such as:

• Board representation
• Operational improvements
• Strategic shifts like spinning off divisions or altering capital allocation policies

Their involvement can lead to significant changes within the company, impacting both its stock price and long-term strategy. Understanding the goals and tactics of activist investors is essential for assessing potential shifts in CBRL's corporate governance and business operations.

Recent trading activity by major investors provides clues about their outlook on Cracker Barrel Old Country Store, Inc. (CBRL). For instance, large purchases by institutional investors may signal confidence in the company's future prospects, while significant sales could indicate concerns about performance or market conditions. Keeping track of these moves can help investors gauge market sentiment and anticipate potential price movements.

Examining insider transactions, such as stock purchases or sales by CBRL's executives and board members, can offer additional insights. While not always indicative of future performance, these transactions reflect the views of those closest to the company. For example, if several executives purchase shares, it could suggest they believe the stock is undervalued. Conversely, large sales by insiders might raise concerns.

Here is a table summarizing the ownership structure of Cracker Barrel Old Country Store, Inc. (CBRL) as of December 31, 2024:

Understanding the composition and activities of Cracker Barrel Old Country Store, Inc. (CBRL)'s investor base is crucial for anyone looking to invest in or follow the company. By monitoring the moves of major institutional holders, hedge funds, and insiders, investors can gain valuable insights into market sentiment and potential future developments. To gain more in-depth knowledge, continue your exploration here: Cracker Barrel Old Country Store, Inc. (CBRL): History, Ownership, Mission, How It Works & Makes Money

Cracker Barrel Old Country Store, Inc. (CBRL) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential future of Cracker Barrel Old Country Store, Inc. (CBRL). This involves analyzing the perspectives of major shareholders, recent market behavior, and insights from financial analysts.

As of April 15, 2025, the share price of Cracker Barrel Old Country Store, Inc. was $43.31. The market capitalization stood at $982.04 million.

Here's a breakdown of key aspects:

• Major Shareholders: Cracker Barrel has 506 institutional owners and shareholders who have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 25,965,842 shares. Top shareholders include:
  • BlackRock, Inc.
  • Vanguard Group Inc
  • Biglari Capital Corp.
  • IJR - iShares Core S&P Small-Cap ETF
  • Charles Schwab Investment Management Inc
  • State Street Corp
  • Earnest Partners Llc
  • Marshall Wace, Llp
  • VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
  • American Century Companies Inc

The institutional ownership structure reveals current positions in the company by institutions and funds, along with recent changes in position size. Major shareholders include individual investors, mutual funds, hedge funds, and institutions.

To the extent holdings of such participants in Cracker Barrel's securities have changed since the amounts described in the 2023 Proxy Statement, such changes have been reflected on Initial Statements of Beneficial Ownership on Form 3 or Statements of Change in Ownership on Form 4 filed with the SEC : Form 4, filed by Thomas H. Barr , with the filings of Cracker Barrel on November 20, 2023 ; Form 4s, filed by Carl T. Berquist , with the filings of ...

Investor Sentiment:

Fund sentiment, which indicates stocks most bought by funds, is gauged using a sophisticated, multi-factor quantitative model. This model identifies companies with the highest levels of institutional accumulation, considering the total increase in disclosed owners and changes in portfolio allocations.

The put/call ratio of CBRL is 1.10, suggesting a bearish outlook.

Recent Market Reactions:

Cracker Barrel's stock has experienced notable market reactions recently.

• On March 10, 2025, Cracker Barrel Old Country Store Inc.’s stocks have been trading up by 4.96 percent.
• Following the announcement of better-than-expected fiscal Q2 results, Cracker Barrel Old Country Store's shares saw a jump of over 6%, outperforming previous earnings estimates. Adjusted earnings reached $1.38 per share while revenues hit $949.4M, outpacing analyst expectations and leading to positive adjustments in the fiscal 2025 revenue outlook.
• CBRL shares have fallen 21.9% year to date (YTD), significantly underperforming the Zacks Retail - Restaurants industry's 3.4% growth.
• The share price as of April 17, 2025 is $43.57 / share. Previously, on April 22, 2024, the share price was $59.60 / share. This represents a decline of 26.90% over that period.

Analyst Perspectives:

Analysts' insights provide a forward-looking view on Cracker Barrel, influencing investor confidence and stock valuation.

• The average one-year price target for Cracker Barrel Old Country Store, Inc. is $48.23. Forecasts range from a low of $39.39 to a high of $57.75.
• On March 10, 2025, Truist Securities upgraded their outlook for Cracker Barrel Old Country Store from Hold to Buy.
• As of March 4, 2025, the average one-year price target for Cracker Barrel Old Country Store is $54.21/share. The forecasts range from a low of $36.36 to a high of $63.00. The average price target represents an increase of 22.20% from its latest reported closing price of $44.36 / share.
• Following last week's earnings report, Cracker Barrel Old Country Store's nine analysts are forecasting 2025 revenues to be US$3.47b, approximately in line with the last 12 months. Per-share earnings are expected to shoot up 36% to US$2.20.
• The most optimistic Cracker Barrel Old Country Store analyst has a price target of US$51.00 per share, while the most pessimistic values it at US$39.00.

Revenue and Earnings Projections:

Analysts project key financial metrics that influence market expectations.

• The projected annual revenue for Cracker Barrel Old Country Store is $3,756 million, an increase of 7.13%.
• The projected annual non-GAAP EPS is $7.45.
• Analysts forecast 'Comparable-store sales - Restaurant - YoY change' to reach -0.3%.

These projections and insights are vital for investors aiming to understand Cracker Barrel's current market position and future prospects.

To gain more historical context, explore: Cracker Barrel Old Country Store, Inc. (CBRL): History, Ownership, Mission, How It Works & Makes Money