Jim Cramer Reduces Texas Roadhouse Stake
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy TSN?
Source: CNBC
- Share Reduction: Jim Cramer's Charitable Trust sold 150 shares of Texas Roadhouse, reducing its holdings to 400 shares and decreasing its weighting from 2.5% to 1.85%, indicating a cautious stance on the restaurant chain.
- Sale Context: This marks the second sale of Texas Roadhouse in 2026, following a previous sale of 50 shares at around $187 each on January 12, reflecting a portfolio adjustment despite no slowdown in the company's business.
- Earnings Expectations: Texas Roadhouse is expected to report earnings on February 19, with projections of mid-single-digit same-store sales growth, highlighting consumer focus on value dining, although beef cost inflation poses a risk.
- Market Dynamics: Tyson Foods anticipates tight cattle supplies through 2026 and 2027, which could negatively impact Texas Roadhouse's earnings outlook, although increased beef imports may help alleviate some price pressures.
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Analyst Views on TSN
Wall Street analysts forecast TSN stock price to rise
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 64.300
Low
58.00
Averages
65.20
High
75.00
Current: 64.300
Low
58.00
Averages
65.20
High
75.00
About TSN
Tyson Foods, Inc. is a food company. The Company has a portfolio of products and brands, including Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright, State Fair, Aidells and ibp. Its segments include Beef, Pork, Chicken, and Prepared Foods. The Beef segment includes operations related to processing live-fed cattle and fabricating dressed beef carcasses into primal and sub-primal meat cuts and case-ready products. The Pork segment includes operations related to processing live market hogs and fabricating pork carcasses into primal and sub-primal cuts and case-ready products. The Chicken segment includes its domestic operations related to raising and processing live chickens into, and purchasing raw materials for fresh, frozen and value-added chicken products and sales of specialty products. The Prepared Foods segment includes operations related to manufacturing and marketing frozen and refrigerated food products and logistics operations to move products through the supply chain.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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