Major Cracker Barrel Stake Just Quietly Changed Hands—Investors Are Taking Notice

New insider activity at Cracker Barrel ( (CBRL) ) has taken place on December 18, 2025.Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential Significant shareholder GMT Capital Corp has reduced its stake in Cracker Barrel, selling 84,800 shares of the company’s stock in a transaction valued at $2,246,352. This sizable move by a major investor may draw attention from market watchers tracking institutional activity in Cracker Barrel’s shares. Recent Updates on CBRL stock Over the last day, Cracker Barrel’s shares have been reacting to a weak fiscal Q1 earnings report and a substantial guidance reset, which together have driven multiple analysts to lower their price targets. The company reported declining revenue, traffic, and earnings, including a 7.3% traffic drop in Q1 and an even steeper decline so far in Q2, alongside negative EPS and significantly reduced EBITDA, all of which underscored ongoing operational and demand challenges. Analysts specifically tied their target cuts to the earnings miss, the reduction in long‑term EBITDA guidance, and the lack of visible recovery following the company’s controversial rebranding effort (“logo debacle”), with some also citing broader macro pressures weighing on guest traffic. While acknowledging steps the company is taking—such as leadership changes, a growing loyalty program, menu innovation, and cost-saving initiatives—commentary generally emphasized that catalysts for a near-term turnaround remain limited and that rebuilding traffic and momentum will likely be a difficult, gradual process, even if guest satisfaction metrics are beginning to improve. Spark’s Take on CBRL Stock According to Spark, TipRanks’ AI Analyst, CBRL is a Neutral. Cracker Barrel’s overall stock score reflects significant challenges in financial performance and technical analysis, with bearish momentum and declining profitability. While valuation metrics and dividend yield provide some support, the negative sentiment from the earnings call and operational difficulties weigh heavily on the score. To see Spark’s full report on CBRL stock, click here. More about Cracker Barrel YTD Price Performance: -48.37% Average Trading Volume: 1,653,674 Technical Sentiment Signal: Sell Current Market Cap: $580.1M