Texas Roadhouse CEO locks in April price increase and key promos may disappear
Texas Roadhouse will implement a 1.9% menu price increase in April 2026 due to persistent commodity inflation, particularly soaring beef costs, as well as rising labor expenses. CEO Jerry Morgan stated that the chain remains committed to value but may limit steak promotions to manage costs. Despite the increase, Texas Roadhouse's pricing strategy aims to remain competitive and preserve its value proposition.
Texas Roadhouse, Inc. (NASDAQ:TXRH) Plans Dividend Increase - $0.75 Per Share
Texas Roadhouse (NASDAQ:TXRH) has announced a quarterly dividend increase to $0.75 per share, representing a 10.3% rise, payable on March 31st. This dividend is well-covered by earnings with a payout ratio of 35.8% and expectations for EPS to further improve coverage next year. Despite missing Q4 EPS and revenue estimates, analysts maintain a "Moderate Buy" rating with an average price target of $197.32.
Texas Roadhouse, Inc. (NASDAQ:TXRH) Q4 2025 Earnings Call Transcript
This is an earnings call transcript for Texas Roadhouse, Inc. (NASDAQ:TXRH) for Q4 2025. The company reported continued revenue growth, with sales reaching nearly $5.9 billion in 2025, marking its 60th consecutive quarter of comparable restaurant sales growth. Key highlights include the opening of their 800th system-wide restaurant, acquisition of 20 franchise locations, and a planned 1.9% menu price increase in Q2 2026 to offset commodity inflation, which is expected to be around 7% for the year.
Truist Trims Price Target on Texas Roadhouse to $186 From $188, Keeps Hold Rating
Truist has lowered its price target for Texas Roadhouse (TXRH) to $186 from $188, while maintaining a Hold rating on the stock. This adjustment follows previous reports of the company's Q4 earnings and other analyst actions, including a recent downgrade by Truist. Texas Roadhouse is a restaurant company operating three main concepts: Texas Roadhouse, Bubba’s 33, and Jaggers.
Texas Roadhouse (NASDAQ:TXRH) Misses Q4 CY2025 Sales Expectations
Texas Roadhouse (NASDAQ:TXRH) reported Q4 CY2025 revenue of $1.48 billion, missing analyst estimates, despite a 3.1% year-on-year sales increase. Its GAAP EPS also fell short of expectations at $1.28 per share. The company noted continued pressure from commodity inflation on restaurant margins but highlighted strong traffic growth and a commitment to value and operational excellence.
Press Release: Texas Roadhouse, Inc. Announces Fourth Quarter 2025 Results
Texas Roadhouse, Inc. (NASDAQ: TXRH) announced its financial results for the fourth quarter ended December 31, 2025, reporting diluted earnings per share of $1.25, a 16.8% increase from the prior year. The company saw a 16.5% rise in revenue to $1.39 billion, with comparable restaurant sales increasing by 8.7% at company-owned restaurants and 8.1% at franchise restaurants. Texas Roadhouse is also set to pay a quarterly dividend of $0.61 per share.
Texas Roadhouse continues to navigate high beef costs
Texas Roadhouse successfully navigated high beef costs in 2025 by increasing menu prices and focusing on consistent growth, celebrating its 33rd anniversary with positive sales and traffic. The company saw a 4.2% increase in fourth-quarter same-store sales and 1.9% traffic growth, despite a decrease in restaurant-level margins due to commodity and labor inflation. Texas Roadhouse is also investing in beverages like mocktails and digital kitchen technology to further enhance efficiency and customer experience.
Texas Roadhouse, Inc. Announces Fourth Quarter 2025 Results
Texas Roadhouse, Inc. reported its financial results for the fourth quarter and full fiscal year ended December 30, 2025, revealing a decrease in net income and diluted earnings per share compared to the prior year, partly due to fewer weeks in the reporting period and higher costs. Despite this, the company achieved comparable restaurant sales growth and announced an increased quarterly dividend of $0.75 per share, while also outlining plans for continued expansion and a modest menu price increase in early April 2026. CEO Jerry Morgan highlighted strong traffic growth and a commitment to operational excellence amidst ongoing commodity inflation.
Texas Roadhouse earnings test: Can value momentum offset beef costs?
Texas Roadhouse (TXRH) is set to report fourth-quarter earnings, with analysts expecting sequential revenue growth despite high beef prices. The company's ability to manage beef costs and maintain strong same-store sales and value perception will be key indicators for investors, especially as it plans aggressive expansion in 2026. The upcoming report will determine if its competitive positioning can offset commodity inflation and past earnings miss.
Texas Roadhouse, Inc. $TXRH Shares Purchased by Ontario Teachers Pension Plan Board
Ontario Teachers Pension Plan Board significantly increased its stake in Texas Roadhouse (TXRH) by 44.1% in Q3, now owning 28,334 shares. Despite high institutional ownership (94.82%), company insiders have been net sellers, with CEO Gerald L. Morgan selling 5,000 shares recently. Analysts currently rate TXRH as a "Moderate Buy" with an average target price of $196.57, though the stock currently trades around $186.87.
First National Bank of Omaha Takes Position in Texas Roadhouse, Inc. $TXRH
First National Bank of Omaha has initiated a new position in Texas Roadhouse, Inc. (TXRH), purchasing 13,772 shares valued at approximately $2.29 million during the third quarter. Institutional investors collectively own about 94.82% of the company's stock, while analysts have a "Moderate Buy" consensus rating with an average target price of $196.57. Recent insider transactions show CEO Gerald L. Morgan selling 5,000 shares for $980,000, contributing to total insider sales of 12,400 shares, worth about $2.32 million, over the last ninety days.
The Value Champion: A Deep Dive into Texas Roadhouse (TXRH) in 2026
Texas Roadhouse (TXRH) continues to be a market leader in casual dining by delivering perceived value, despite a challenging macroeconomic environment and high beef prices. Led by CEO Jerry Morgan, the company maintains operational excellence through its multi-brand strategy (Texas Roadhouse, Bubba’s 33, Jaggers), focus on high volume and franchisee consolidation, and technological modernization. While facing risks from commodity inflation and labor costs, TXRH is poised for continued growth through digital kitchen rollouts, Jaggers franchising, and franchise buybacks, making it a "Moderate Buy" for investors.
An Overview of Texas Roadhouse's Earnings
Texas Roadhouse (NASDAQ: TXRH) is set to announce its quarterly earnings on February 19, 2026, with analysts estimating an EPS of $1.51. Investors are watching for the company to surpass estimates and provide positive future guidance, as stock prices are heavily influenced by forward-looking projections. The company's stock has shown positive performance, up 8.94% over the last 52 weeks, and analysts have provided ratings with an average one-year price target, which is not fully specified in the provided text.
Aberdeen Group plc Sells 50,643 Shares of Texas Roadhouse, Inc. $TXRH
Aberdeen Group plc reduced its stake in Texas Roadhouse, Inc. by 26.7% in Q3, selling 50,643 shares and now holding 138,878 shares valued at $23.1 million. Company insiders have also sold shares, with CEO Gerald L. Morgan offloading 5,000 shares for $980,000. Wall Street analysts maintain a "Moderate Buy" rating with an average price target of $196.57.
Earnings To Watch: Texas Roadhouse (TXRH) Reports Q4 Results Tomorrow
Texas Roadhouse (TXRH) is scheduled to report its Q4 earnings on Thursday. Analysts expect a 3.9% year-on-year revenue increase to $1.49 billion and adjusted earnings of $1.50 per share, despite the company having missed revenue estimates twice in the last two years. The broader restaurant segment has shown mixed performance, and Texas Roadhouse's stock is down 5% over the last month.
Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Texas Roadhouse, Inc. (NASDAQ:TXRH)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $1,001 and $15,000 worth of Texas Roadhouse (NASDAQ:TXRH) stock on January 5th, as disclosed in a February 13th filing. Concurrently, he invested similar amounts in shares of several other companies, including Hermès, Tencent, Xiaomi, and Costco. Texas Roadhouse shares a day later rose about 3.3% to $186.90, and the company has an average analyst rating of "Moderate Buy" with a target price of $196.57.
So… Did Texas Roadhouse Change the Rolls?
The author, a creature of habit, discusses the consistency of Texas Roadhouse rolls, noting past debates about recipe changes and reduced size during the pandemic. Recently, at Oklahoma's largest Texas Roadhouse in Lawton, the author encountered surprisingly large dinner rolls, which compensated for an otherwise disappointing medium-rare steak.
MCD and TXRH: 2 Low-Risk Restaurant Stocks With Upside
This article examines why McDonald's (MCD) and Texas Roadhouse (TXRH) are low-risk restaurant stocks with upside despite a challenging economic environment. McDonald's continues to dominate the fast-food market through its value leadership strategy and strong Q4 2025 results. Texas Roadhouse grows market share by offering value to cost-conscious customers and premium options, demonstrating resilience against rising beef prices. Both companies are well-positioned for continued growth and outperformance in the restaurant industry.
M&G PLC Boosts Stake in Texas Roadhouse, Inc. $TXRH
M&G PLC increased its stake in Texas Roadhouse, Inc. by 16.0% during the third quarter, bringing its total holdings to 79,634 shares valued at $13.22 million. Despite this, company insiders, including a director and the CEO, have recently sold a total of 12,400 shares worth $2.32 million. Analysts currently rate Texas Roadhouse as a "Moderate Buy" with an average target price of $196.57.
Texas Roadhouse, Inc. (NASDAQ:TXRH) Receives Average Rating of "Moderate Buy" from Analysts
Texas Roadhouse, Inc. (NASDAQ:TXRH) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $196.57. The stock is currently trading around $180.90, with a market cap of approximately $11.97 billion. Insider selling has been observed, totaling $2.32 million over the past 90 days, while institutional investors hold a significant 94.82% of the shares.
Texas Roadhouse Inc (NASDAQ:TXRH) Passes the Caviar Cruise Quality Investing Screen
Texas Roadhouse Inc (NASDAQ:TXRH) has successfully passed the "Caviar Cruise" quality investing screen, which identifies companies with strong competitive advantages, sound financials, and high returns on capital. The company demonstrated sustained profitable growth, outstanding capital efficiency with a 20.00% ROICexgc, careful financial management with a Debt/FCF ratio of 0.0, and high-quality earnings with a five-year average free cash flow to net income of 122.83%. Despite its high P/E valuation, TXRH's strong fundamental ratings in profitability and financial health suggest it is a solid quality investment.
Final days until LongHorn Steakhouse rival opens new restaurant - bosses confirm February 16th date
Texas Roadhouse is set to open a new restaurant in Marlton, New Jersey, on February 16, directly competing with LongHorn Steakhouse. This opening is part of the company's plan to launch 35 new locations nationwide by the end of the year. The Marlton restaurant replaces a former TGI Fridays, and its upcoming opening has generated excitement among local diners.
Key facts: Texas Roadhouse Board Member Retires; Shares Up 95% Since Pandemic
Texas Roadhouse announced the retirement of Kathleen M. Widmer from its Board of Directors on February 11, 2026, as she pursues a new business venture. The company's shares have risen 95% since the pandemic, outperforming many casual dining competitors and the S&P 500, despite increased beef prices.
Jim Cramer Says Buy Texas Roadhouse (TXRH)
Jim Cramer recommends buying Texas Roadhouse (TXRH), citing potential tailwinds from a drop in beef prices due to President Trump's executive order to import more beef from Argentina. This recommendation contrasts with Truist's recent downgrade of TXRH to "Hold" due to concerns about persistent high beef prices impacting margins. The article also touches upon the general investment landscape, suggesting that some AI stocks might offer greater returns than traditional investments like TXRH.
ING Groep NV Purchases New Stake in Texas Roadhouse, Inc. $TXRH
ING Groep NV has acquired a new stake of 8,400 shares in Texas Roadhouse, Inc. (NASDAQ:TXRH) during the third quarter, valued at approximately $1.396 million, contributing to the high institutional ownership of 94.82%. Despite this, insiders have been net sellers, with Director Gregory Moore and CEO Gerald Morgan selling shares totaling over $2.3 million in the last 90 days. Analysts currently rate Texas Roadhouse as a "Moderate Buy" with an average price target of $196.57, with some firms raising their targets.
Texas Roadhouse Announces Board Member Retirement
Texas Roadhouse, Inc. announced the retirement of Kathleen M. Widmer from its Board of Directors, effective February 11, 2026. Ms. Widmer is departing to focus on a new business venture, and her resignation is not due to any disagreements with the company. She served on the board for nearly 13 years.
Texas Roadhouse (TXRH) Expected to Announce Earnings on Thursday
Texas Roadhouse (TXRH) is scheduled to release its Q4 2025 earnings after market close on Thursday, February 19th. Analysts are forecasting earnings of $1.57 per share and revenue of $1.4978 billion, with a "Moderate Buy" consensus rating and an average target price of $196.10 among Wall Street analysts. Recent insider selling has been noted, with CEO Gerald L. Morgan selling 5,000 shares and insiders collectively disposing of 12,400 shares in the past 90 days.
Assessing Texas Roadhouse (TXRH) Valuation As Momentum Cools After Multi Year Shareholder Gains
Texas Roadhouse (TXRH) stock has seen mixed short-term returns but strong multi-year performance. Despite a recent share price decline of 2.48% over 30 days, its 5-year return is 134.66%, suggesting cooling momentum. The company is considered undervalued with a fair value of $196.38, driven by successful digital integration, although potential risks like inflation or softer sales could challenge these assumptions.
Earnings Preview: Texas Roadhouse (TXRH) Q4 Earnings Expected to Decline
Texas Roadhouse (TXRH) is projected to report a year-over-year decline in Q4 earnings, despite an expected increase in revenues. While the consensus EPS estimate has been revised downward, the Zacks Earnings ESP model, combined with a 'Hold' rank, makes a definitive prediction of an earnings beat difficult. Cheesecake Factory (CAKE), within the same industry, shows a higher likelihood of beating its earnings estimates.
Earnings Preview: Texas Roadhouse (TXRH) Q4 Earnings Expected to Decline
Texas Roadhouse (TXRH) is projected to experience a year-over-year decline in Q4 earnings, despite an expected increase in revenues. The consensus estimate for quarterly earnings is $1.53 per share, a 11.6% decrease from the prior year, with revenues anticipated to reach $1.5 billion, up 4.4%. Analysts have recently become more bearish on the company's prospects, resulting in a negative Earnings ESP.
Texas Roadhouse days away from Feb 16 opening date after replacing TGI Fridays
Texas Roadhouse is set to open a new location in Marlton, New Jersey, on February 16, replacing a former TGI Fridays. This is part of CEO Jerry Morgan's plan to open 35 new restaurants across the US this year, along with technology upgrades and new family meal options. The announcement has generated significant local excitement and positive reception for its value meal offerings.
Envestnet Asset Management Inc. Cuts Holdings in Texas Roadhouse, Inc. $TXRH
Envestnet Asset Management Inc. reduced its stake in Texas Roadhouse, Inc. by 9% in Q3, selling over 19,000 shares. Meanwhile, company insiders have been net sellers, with CEO Gerald L. Morgan selling 5,000 shares in January. Analysts currently rate Texas Roadhouse as a "Moderate Buy" with an average price target of $196.10.
Is the Options Market Predicting a Spike in Texas Roadhouse Stock?
The options market indicates a potential significant movement for Texas Roadhouse (TXRH) stock, with the Feb 20, 2026 $130 Put showing high implied volatility. While options traders anticipate a big move, analysts currently rate Texas Roadhouse as a Zacks Rank #3 (Hold) with recent downward revisions in earnings estimates, suggesting this high implied volatility could present a strategy for selling premium. Investors are advised to consider strategies that leverage implied volatility while being aware of the company's fundamental outlook.
Truist downgrades Texas Roadhouse on beef cost inflation
Truist has downgraded Texas Roadhouse (NASDAQ: TXRH) from Buy to Hold, citing persistent beef price inflation expected through 2027 which could limit the company's margin gains and near-term stock upside. The brokerage cut its price target to $188 from $206 and lowered its 2027 earnings estimate due to expectations of continued high beef costs and slower pass-through of these costs to consumers. Despite the downgrade, Truist acknowledges Texas Roadhouse's strong demand, but sees limited stock upside given its current valuation and the ongoing input cost pressures.
This Wingstop Analyst Is No Longer Bullish; Here Are Top 3 Downgrades For Tuesday
This article highlights three significant analyst downgrades for Tuesday. Wingstop Inc. (WING) was downgraded from Buy to Hold by TD Cowen, with a reduced price target to $285. Monday.Com Ltd (MNDY) also saw a downgrade from Outperform to Neutral by Baird, and Texas Roadhouse Inc. (TXRH) was downgraded from Buy to Hold by Truist Securities, with a lowered price target.
Truist Downgrades Texas Roadhouse to Hold From Buy, Cuts Price Target to $188 From $206
Truist has downgraded Texas Roadhouse (TXRH) from a "Buy" rating to a "Hold" rating and simultaneously reduced its price target from $206 to $188. This adjustment was announced on February 10, 2026, at 7:03 am EST by MT Newswires.
Texas Roadhouse opens in Great Falls, bringing jobs and community focus
Texas Roadhouse has opened its fourth Montana location in Great Falls, creating over 200 jobs. Managing partner Steffany Stephenson and market partner Zach Knoll emphasized community involvement, as demonstrated by fundraising for Sunnyside Elementary and Special Olympics during its soft opening. The new restaurant is located at 1216 10th Avenue South, Holiday Village Mall, and will serve dinner daily and lunch on weekends.
Fire temporarily closes Texas Roadhouse in Colonie, scheduled to reopen on Monday
A kitchen fire at the Texas Roadhouse on Wolf Road in Colonie caused the restaurant to close for repairs. The fire, which started in a kitchen ventilation hood, was reported on Thursday morning, February 5th. Fire crews responded quickly and were able to contain the blaze, and the restaurant is expected to reopen on Monday.
Texas Roadhouse vs. Saltgrass Steak House: The clear winner at the $39.99 price point
This article compares the $39.99 porterhouse steak deals offered by Texas Roadhouse and Saltgrass Steak House, concluding that Texas Roadhouse provides better value. Texas Roadhouse offers a larger porterhouse steak with two sides for $39.99, and cheaper add-ons. The article also touches on Texas Roadhouse's high volume of guests and a previous steak comparison with LongHorn Steakhouse.
Jim Cramer Shares Details About Texas Roadhouse (TXRH) Stock
Jim Cramer has discussed Texas Roadhouse (TXRH) multiple times, noting its strong same-store sales and positive analyst coverage, such as a "Buy" rating and $215 price target from TD Cowen. However, a major concern for the restaurant industry, including TXRH, has been surging beef prices in 2025. Cramer suggests that a reduction in beef prices could lead to a significant rally for restaurant stocks like Texas Roadhouse.
Allianz Asset Management GmbH Has $15.30 Million Stock Position in Texas Roadhouse, Inc. $TXRH
Allianz Asset Management GmbH significantly reduced its stake in Texas Roadhouse (TXRH) by 13.5% in Q3, selling 14,401 shares, but still holds 92,060 shares valued at approximately $15.30 million. Company insiders have also been net sellers, with 12,400 shares sold in the last three months, though institutional ownership remains high at 94.82%. Analysts rate TXRH as a "Moderate Buy" with an average target price of $197.29, while the stock trades near $190.97.
Bessemer Group Inc. Sells 41,967 Shares of Texas Roadhouse, Inc. $TXRH
Bessemer Group Inc. reduced its stake in Texas Roadhouse, Inc. by 21.9% in the third quarter, selling 41,967 shares and retaining 149,952 shares valued at approximately $24.92 million. Insiders have also been net sellers within the last three months, disposing of 12,400 shares worth $2.32 million. Despite the insider selling, analysts maintain a "Moderate Buy" consensus rating with a target price of $197.29 for Texas Roadhouse.
Colonie’s Texas Roadhouse closes for 2nd day after fire
Colonie, N.Y.'s Texas Roadhouse closed for a second day on Friday after a kitchen fire forced its closure on Thursday. The fire originated in one of the hood systems in the kitchen as employees prepared to open, but no injuries were reported. Wolf Road was temporarily closed Thursday morning as crews worked to extinguish the blaze.
Iconic steakhouse dubbed ‘way better than Texas roadhouse’ to open new location in 2026
Chops Lobster Bar, an iconic Atlanta-based steakhouse, is set to open its second location in late 2026 within the new Centennial Yards redevelopment district in Georgia. The restaurant, which has been operating for 35 years, is praised for its exceptional food and service, with some social media users even comparing its quality favorably to Texas Roadhouse. This expansion is part of a larger project to transform the 50-acre Gulch area into a vibrant entertainment district.
Kitchen Fire Shuts Down Popular Texas Roadhouse in Colonie
A kitchen fire, believed to be a grease fire, temporarily closed the Texas Roadhouse restaurant on Wolf Road in Colonie, New York. The incident, which occurred in the ventilation system, prompted an evacuation, but no injuries were reported. The popular restaurant will remain closed indefinitely for repairs, and traffic on Wolf Road was temporarily affected.
Texas Roadhouse, Inc. $TXRH Shares Sold by Savant Capital LLC
Savant Capital LLC significantly reduced its stake in Texas Roadhouse (TXRH) by 32.2% in the third quarter, selling 16,849 shares, while other major institutional investors like AllianceBernstein, Invesco, and AQR substantially increased their holdings. Texas Roadhouse reported a slight EPS miss but beat revenue estimates, with revenue growing 12.8% year-over-year. Insider selling has continued, though analysts maintain a "Moderate Buy" consensus rating with an average target price of $197.29.
Texas Roadhouse on Wolf Road closed Thursday after fire
The Texas Roadhouse restaurant located on Wolf Road was forced to close on Thursday following a fire incident. The article is a brief announcement about the closure due to the fire.
Fire Closes Wolf Road's Texas Roadhouse
The Texas Roadhouse on Wolf Road in Albany experienced a grease fire in its ventilation system, leading to its closure. Firefighters responded quickly, containing the damage, and no injuries were reported. The restaurant hopes to reopen by Friday, February 6th.
Albany County Fire: Texas Roadhouse Catches Fire in Colonie, Wolf Road Closed
A Texas Roadhouse restaurant in Colonie, near Albany, caught fire on Thursday morning. The Colonie Police Department advised drivers to avoid the area due to expected delays and road closures as firefighters responded to the blaze. No injuries have been reported, and the extent of the damage is still unknown, occurring as the Texas Roadhouse chain plans significant expansion in 2026.
Fire at Colonie Texas Road House, crews
Fire crews responded to a fire at the Texas Road House in Colonie, leading to the closure of Sand Creek and Wolf Rd. The fire, which occurred at approximately 11:24 a.m., was a grease fire potentially caused by contractors working in the kitchen. No injuries have been reported, and the investigation is ongoing.
