Insider Selling: Yelp (NYSE:YELP) CEO Sells $854,400.00 in Stock

Yelp Inc. (NYSE:YELP) CEO Jeremy Stoppelman sold 30,000 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $28.48, for a total value of $854,400.00. Following the completion of the transaction, the chief executive officer owned 756,458 shares of the company’s stock, valued at $21,543,923.84. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink.

Jeremy Stoppelman also recently made the following trade(s):

• On Tuesday, January 20th, Jeremy Stoppelman sold 30,000 shares of Yelp stock. The stock was sold at an average price of $28.07, for a total value of $842,100.00.

Yelp Trading Up 2.3%

Yelp stock opened at $29.14 on Friday. The company has a market capitalization of $1.79 billion, a PE ratio of 12.89, a P/E/G ratio of 0.53 and a beta of 0.55. Yelp Inc. has a 12 month low of $27.29 and a 12 month high of $41.72. The stock has a 50-day moving average price of $29.69 and a two-hundred day moving average price of $31.46.

Yelp (NYSE:YELP) last released its quarterly earnings results on Thursday, November 6th. The local business review company reported $0.61 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.14. Yelp had a return on equity of 20.33% and a net margin of 10.23%.The company had revenue of $376.04 million for the quarter, compared to analysts’ expectations of $368.39 million. During the same period in the previous year, the business posted $0.56 earnings per share. The business’s quarterly revenue was up 4.4% compared to the same quarter last year. As a group, analysts predict that Yelp Inc. will post 2.22 earnings per share for the current fiscal year.

Trending Headlines about Yelp

Here are the key news stories impacting Yelp this week:

• Positive Sentiment: Yelp announced an agreement to acquire Hatch, an AI-powered lead‑management and customer‑communication platform, for about $300 million — a sizable, strategic deal that could accelerate AI capabilities and help Yelp monetize service‑business demand for automation. Business Wire
• Positive Sentiment: Analysts and media are flagging Yelp as a value opportunity (Zacks piece), highlighting cheap multiples (P/E ~13, PEG ~0.52) relative to growth — this can attract value-oriented flows if fundamentals continue to hold. Zacks
• Neutral Sentiment: Yelp rolled out its 2026 “Top 100 Places to Eat” list (and widespread press on regional winners), which drives engagement and brand visibility but is unlikely by itself to meaningfully move near‑term revenue. YComms
• Neutral Sentiment: Multiple outlets covered the Top 100 list (regional callouts from MSN, local press), amplifying user traffic/PR but representing low immediate monetization impact. MSN
• Negative Sentiment: CEO Jeremy Stoppelman sold 30,000 shares (reported filings) — a sale totaling roughly $842k at ~\$28/share — which can spook some investors even though insiders often sell for diversification or tax planning. Insider Trades
• Negative Sentiment: Research coverage remains mixed; Morgan Stanley lowered its price target and set an underweight, and consensus ratings skew toward “Reduce” — these views could limit upside until sentiment or fundamentals improve. MarketBeat

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in YELP. Jupiter Asset Management Ltd. increased its stake in Yelp by 268.1% during the 2nd quarter. Jupiter Asset Management Ltd. now owns 753,173 shares of the local business review company’s stock valued at $25,811,000 after purchasing an additional 548,586 shares in the last quarter. Russell Investments Group Ltd. lifted its stake in shares of Yelp by 17.7% in the second quarter. Russell Investments Group Ltd. now owns 295,562 shares of the local business review company’s stock valued at $10,148,000 after buying an additional 44,353 shares in the last quarter. Acadian Asset Management LLC grew its holdings in shares of Yelp by 4.2% during the second quarter. Acadian Asset Management LLC now owns 2,359,112 shares of the local business review company’s stock valued at $80,827,000 after buying an additional 95,933 shares during the last quarter. Allianz Asset Management GmbH increased its position in shares of Yelp by 23.1% during the second quarter. Allianz Asset Management GmbH now owns 683,935 shares of the local business review company’s stock worth $23,438,000 after acquiring an additional 128,138 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its position in shares of Yelp by 18.1% during the third quarter. Robeco Institutional Asset Management B.V. now owns 417,250 shares of the local business review company’s stock worth $13,018,000 after acquiring an additional 63,848 shares in the last quarter. 90.11% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Wall Street Zen upgraded shares of Yelp from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. JPMorgan Chase & Co. cut their target price on Yelp from $33.00 to $30.00 and set a “neutral” rating on the stock in a report on Monday, November 10th. Zacks Research lowered Yelp from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 27th. The Goldman Sachs Group set a $33.00 price objective on Yelp in a research report on Tuesday, October 14th. Finally, Jefferies Financial Group lifted their price objective on Yelp from $31.00 to $32.00 and gave the stock a “hold” rating in a research note on Thursday, December 11th. One analyst has rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Reduce” and an average target price of $31.29.

Yelp Company Profile

Yelp is a digital platform that connects consumers with local businesses through user-generated reviews, ratings and multimedia content. The company’s flagship offerings include the Yelp website and mobile applications for iOS and Android, where users can search for and discover restaurants, shops, service providers and other points of interest. In addition to crowd-sourced reviews and photographs, Yelp provides business profile pages featuring hours, contact information, menus and direct messaging capabilities.

Yelp generates revenue primarily through advertising services sold to small and medium-sized enterprises.