Cautious Analyst Sentiment on Papa John’s (PZZA) As Refranchising and Cost Reductions Drive Strategy
As of January 6, 2026, roughly 40% of analysts are bullish on Papa John’s International, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Woodline Partners Michael Rockefeller And Karl Kroeker | 1,057,207 | $40,691,897 | +2% | 0.16% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 700,956 | $26,979,796 | -37% | 0.02% |
| 3. | 402,200 | $15,480,678 | -15% | 0% | |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 336,943 | $12,968,935 | 0.01% | |
| 5. | Irenic Capital Management Adam Katz And Andy Dodge | 325,108 | $12,513,407 | -70% | 0.84% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $44.75 | 2,250 | $100,679.85 | 35,069 | 2024-08-14 | Filing | |
| $52.41 | 1,900 | $99,579.00 | 38,920 | 2024-05-14 | Filing | |
| $55.92 | 7,120 | $398,177.46 | 75,581 | 2020-02-28 | Filing | |
| $46.70 | 100 | $4,670.00 | 3,000 | 2019-05-20 | Filing | |
| $46.71 | 900 | $42,039.00 | 2,900 | 2019-05-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.21 | 2,886 | $202,624.62 | 18,804 | 2024-03-07 | Filing | |
| $85.45 | 2,326 | $198,752.28 | 11,920 | 2022-08-25 | Filing | |
| $86.04 | 624 | $53,686.03 | 14,246 | 2022-08-25 | Filing | |
| $128.23 | 3,725 | $477,656.75 | 86,372 | 2021-11-29 | Filing | |
| $129.13 | 125 | $16,141.25 | 90,097 | 2021-11-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,769,089 | $183,562,234 | 0% | |
| 2. | 3,619,959 | $139,332,221 | 0% | |
| 3. | 1,947,248 | $74,949,576 | 0.32% | |
| 4. | 1,657,994 | $63,816,189 | 1.22% | |
| 5. | 1,628,503 | $62,681,080 | 100% |