Papa John'sPZZA
PZZA
About: Papa John's is one of the largest players in the global QSR, or quick-service restaurant, pizza market, boasting more than 6,000 restaurants across nearly 50 countries at the end of 2024. The firm operates a predominantly franchised system, owning 9% of its restaurants and generating revenue from franchise royalties, sales of pizza and related products at its company-owned stores, and sales from its commissary supply chain. The firm is the fourth-largest limited-service pizza chain globally and third in the US (Euromonitor International), with a sizable presence in the UK, China, South Korea, and Chile.
Employees: 11,400
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
103% more call options, than puts
Call options by funds: $129M | Put options by funds: $63.7M
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
20% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 55
14% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 77
3% more funds holding
Funds holding: 255 [Q4 2024] → 262 (+7) [Q1 2025]
5% less capital invested
Capital invested by funds: $1.68B [Q4 2024] → $1.59B (-$89.8M) [Q1 2025]
6.79% less ownership
Funds ownership: 125.05% [Q4 2024] → 118.26% (-6.79%) [Q1 2025]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
25%
downside
Avg. target
$46
8%
downside
High target
$56
11%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Stephens & Co. Jim Salera | 1%downside $50 | Overweight Reiterated | 12 Jun 2025 |
Benchmark Todd Brooks | 1%downside $50 | Buy Reiterated | 12 May 2025 |
Loop Capital Alton Stump | 11%upside $56 | Buy Maintained | 9 May 2025 |
UBS Dennis Geiger | 25%downside $38 | Neutral Maintained | 5 May 2025 |
Stifel Chris O'Cull | 25%downside $38 | Hold Maintained | 15 Apr 2025 |
Financial journalist opinion
Based on 11 articles about PZZA published over the past 30 days
Positive
New York Post
3 days ago
Papa John's shares jump after Apollo makes $2B bid for pizza chain
Apollo and Irth Capital's joint bid would value Papa John's, the world's third-largest pizza delivery company, just above $60 per share
Positive
Reuters
3 days ago
Apollo and Irth Capital made an offer to buy Papa John's, sources say
Apollo Global Management and Irth Capital Management have approached Papa John's International for a deal that would take the U.S. pizza chain private, two people familiar with the matter said on Wednesday.
Neutral
Business Wire
5 days ago
Papa Johns Launches Its First-Ever Croissant Pizza, Giving Pizza Lovers Their Flakiest Bite Ever
DUBAI, United Arab Emirates--(BUSINESS WIRE)--Papa Johns is elevating the pizza experience with the global launch of its latest innovation: the all-new Croissant Pizza. The Croissant Pizza indulgently pairs the delicate, flaky texture of a buttery croissant with the bold flavors of Papa Johns pizza – bringing the brand's Better Ingredients. Better Pizza.® promise to life through craft, quality and innovation. A pizza this expertly crafted deserves to be delivered in cutting-edge artistic style.
Neutral
Business Wire
1 week ago
Shaq-a-Roni Forever: Fan-Favorite Pizza now a Full-Time Member of Papa Johns Menu
ATLANTA--(BUSINESS WIRE)--It's official: the pizza that brings big flavor from an even bigger personality is here to stay. Papa Johns is proud to announce that the Shaq-a-Roni — the larger-than-life pizza crafted in partnership with basketball superstar and Papa Johns franchisee Shaquille O'Neal — is now a full-time menu item beginning today. Originally launched as a limited-time offering in the summer of 2020, the Shaq-a-Roni quickly became an item fans eagerly waited to enjoy, year after year.
Neutral
Business Wire
1 week ago
Papa Johns Announces Caroline Miller Oyler as Chief Administrative Officer
ATLANTA--(BUSINESS WIRE)--Papa John's International, Inc. (NASDAQ: PZZA) (“Papa Johns®”) today announced the promotion of Caroline Miller Oyler to Chief Administrative Officer, effective immediately. Ms. Oyler has served as the company's Chief Legal and Risk Officer since 2018 and will continue in her role as Corporate Secretary. In her expanded role, Ms. Oyler will now oversee human resources and culture (People Experience), legal, risk, safety and security, internal audit and facilities. The.
Neutral
GlobeNewsWire
1 week ago
Papa Johns Canada Introduces Cheddar Crust Pizza, A New Take on a Classic Favourite
There's a new reason to get excited about pizza night in Canada. Papa Johns is turning up the flavour with its latest menu addition: Cheddar Crust Pizza.
Positive
Seeking Alpha
2 weeks ago
Papa John's: Baking A Comeback
Papa John's turnaround is gaining traction, outperforming pizza peers with sequential sales improvements driven by value offerings and first-party platform growth. Despite margin pressure from one-off marketing and franchisee expenses, guest traffic and brand perception are rising, signaling sustainable momentum. Strategic initiatives like refranchising and a Google Cloud partnership could further boost margins and digital engagement, supporting long-term growth.
Negative
Zacks Investment Research
2 weeks ago
DPZ vs PZZA: Which Pizza Stock Is Better Placed at the Moment?
Domino's gains edge with global growth, DoorDash deal and loyalty revamp, while Papa John's lags on earnings downward revisions and weaker stock performance.
Neutral
Business Wire
2 weeks ago
Papa Johns to Participate in the Oppenheimer 25™ Annual Consumer Growth and E-Commerce Conference
LOUISVILLE, Ky.--(BUSINESS WIRE)--Papa John's International, Inc. (Nasdaq: PZZA) (“Papa Johns®”) today announced that members of its leadership team will participate in the 2025 Oppenheimer Consumer Growth and E-Commerce Conference. Todd Penegor, President and Chief Executive Officer, Ravi Thanawala, Chief Financial Officer and EVP, International, and Heather Hollander, SVP, Investor Relations, FP&A, and Strategy will be interviewed in an analyst-led fireside chat discussion at 9:45 a.m. ET.
Positive
Benzinga
2 weeks ago
Pizza Power Play: Analyst Says Domino's Gains Share, Papa Johns Holds Steady, Pizza Hut Loses Ground
Bank of America Securities analyst Sara Senatore explained that while the restaurant industry may seem simple due to its familiarity with consumers, investing in restaurant stocks remains complex, given the wide performance variation within the sector.
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