Stocks Consumer discretionary YELP
NYSE · Consumer discretionaryYelp Inc (YELP)
Yelp Inc brought in $1.5B of revenue over the twelve months to September 30, 2026, up 0.1% from a year earlier. Net income was $121.7M, a net margin of 8.3%. Operating cash flow minus capital spending left $323.7M of free cash flow in fiscal 2025. At September 30, 2026 it held $119.8M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 6, 2026.
Key facts about Yelp Inc
- Net worth
- Yelp Inc has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $671.9M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.5B (+3.7% year on year), with net income of $145.6M. Over the 12 months to September 30, 2026: revenue $1.5B, net income $121.7M.
- Cash flow
- In fiscal 2025 operations brought in $372M of cash; after $48.4M of capital spending, free cash flow was $323.7M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 6, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Yelp Inc's next report is expected around February 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Yelp Inc does
Yelp Inc is registered with the SEC under industry code SIC 7200 (Services-Personal Services). Its shares trade on NYSE under the ticker YELP.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.5B | $145.6M | $2.24 | $323.7M |
| 2024 | $1.4B | $132.9M | $1.88 | $248.5M |
| 2023 | $1.3B | $99.2M | $1.35 | $279.4M |
| 2022 | $1.2B | $36.3M | $0.50 | $160.3M |
| 2021 | $1B | $39.7M | $0.50 | $184.4M |
| 2020 | $872.9M | -$19.4M | -$0.27 | $144.7M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where YELP ranks in Consumer discretionary
Latest SEC filings
What Yelp Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 1.4% to $370.9M versus the same quarter last year; diluted EPS $0.63 versus $0.61.
- November 5, 2026
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- August 7, 2026
- August 7, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 1.4% to $375.5M versus the same quarter last year; diluted EPS $0.57 versus $0.67.
- August 6, 2026Passive stake (5% or more) SCHEDULE 13G
- August 6, 2026
- July 14, 2026Passive stake (5% or more) SCHEDULE 13G
- June 10, 2026
What is YELP worth? A DCF from its reported cash flow
Insider trades
What the people running Yelp Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $623.9K worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | Amara CarmenChief People Officer | Soldpre-planned (10b5-1) | 500 | $9.6K |
| October 21, 2026 | Schwarzbach David AChief Financial Officer | Soldpre-planned (10b5-1) | 7,500 | $150K |
| October 15, 2026 | Schwarzbach David AChief Financial Officer | Soldpre-planned (10b5-1) | 7,500 | $150K |
| October 1, 2026 | Stoppelman JeremyChief Executive Officer, Director | Shares withheld for tax | 20,481 | $370.9K |
| October 1, 2026 | Amara CarmenChief People Officer | Soldpre-planned (10b5-1) | 500 | $9.3K |
| September 1, 2026 | Amara CarmenChief People Officer | Soldpre-planned (10b5-1) | 500 | $11.1K |
| August 24, 2026 | Levy Alexander ColemanChief Technology Officer | Soldpre-planned (10b5-1) | 3,829 | $89.6K |
| August 21, 2026 | Schwarzbach David AChief Financial Officer | Soldpre-planned (10b5-1) | 8,809 | $204.3K |
Who owns YELP
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 8.63% | April 29, 2026 |
| Dimensional Fund Advisors LP13G, passive | 5.7% | July 14, 2026 |
| Vanguard Capital Management13G, passive | 5.11% | April 30, 2026 |
| Lsv Asset Management13G, passive | 5.1% | August 6, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 292 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 9,659,418 | -303,861 |
| Vanguard Portfolio Management LLC | 4,164,770 | -814,275 |
| Dimensional Fund Advisors LP | 3,138,146 | +454,219 |
| Vanguard Capital Management LLC | 2,362,967 | -240,387 |
| State Street Corp | 2,264,536 | -128,527 |
| American Century Companies Inc | 1,857,840 | +361,931 |
| Geode Capital Management, LLC | 1,849,722 | +20,496 |
| Allianz Asset Management GmbH | 1,507,599 | +33,759 |
| Fmr LLC | 1,256,697 | +554,457 |
| Morgan Stanley | 1,251,971 | +75,068 |
| Jupiter Asset Management Ltd | 1,194,248 | +17,780 |
| Charles Schwab Investment Management Inc | 1,042,902 | -43,968 |
| Goldman Sachs Group Inc | 991,378 | +78,404 |
| Optimus Prime Fund Management Co., Ltd. | 850,000 | 0 |
| Renaissance Technologies LLC | 844,234 | 0 |
| Millennium Management LLC | 833,704 | +705,698 |
| Man Group plc | 815,311 | +139,662 |
| Robeco Institutional Asset Management B.V. | 788,273 | -277 |
| Bank of America Corp | 672,081 | +109,342 |
| Northern Trust Corp | 631,313 | +8,070 |
Insiders
15 insiders reported holding 2,345,587 shares in total, about $45.9M at the last price.
| Holder | Shares |
|---|---|
| Stoppelman JeremyChief Executive Officer, Director | 897,974 |
| Saldanha CraigChief Product Officer | 260,895 |
| Nachman Joseph RChief Operating Officer | 250,993 |
| Eaton SamChief Technology Officer | 208,882 |
| Schwarzbach David AChief Financial Officer | 165,466 |
| Irvine Diane MDirector | 101,803 |
| Amara CarmenChief People Officer | 99,536 |
| Gibbs Robert LaneDirector | 64,749 |
| Anderson Fred DDirector | 64,164 |
| Levy Alexander ColemanChief Technology Officer | 54,124 |
Questions about YELP
What does Yelp Inc do?
Yelp Inc is a company in the Consumer discretionary sector, listed on NYSE as YELP. Its shares trade on NYSE under the ticker YELP.
What is Yelp Inc's net worth?
Yelp Inc has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $671.9M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Yelp Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $121.7M on revenue of $1.5B, a net margin of 8.3%.
How much revenue does Yelp Inc make?
Over the twelve months to September 30, 2026 Yelp Inc reported revenue of $1.5B. That is 0.1% more than a year earlier.
When did Yelp Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 6, 2026. It covers the period to September 30, 2026.
When is Yelp Inc's next earnings report?
Yelp Inc's next report is expected around February 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Similar companies
Compare YELP with
Follow YELP
Get an email when Yelp Inc files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Yelp Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.