CHEESECAKE FACTORY INC 8-K

What Happened

• The Cheesecake Factory Incorporated filed an 8-K reporting financial results for the fourth quarter of fiscal 2025 (period ended December 30, 2025). The company also announced a cash dividend and an increase to its share repurchase authorization.
• The Board declared a $0.30 per share dividend, payable March 17, 2026, to shareholders of record at the close of business on March 4, 2026. On February 12, 2026 the Board approved an increase of 5.0 million shares to the existing repurchase program, raising total authorization to 66.0 million shares; about 6.0 million shares remain available for repurchase following the increase.

Key Details

• Reported event: Form 8-K filed February 18, 2026 (Q4 fiscal 2025 results; quarter ended Dec 30, 2025).
• Dividend: $0.30 per share; record date March 4, 2026; payment date March 17, 2026.
• Buyback: Authorization increased by 5.0 million shares to 66.0 million total; ~6.0 million shares available after the increase.
• Repurchase program: No expiration date; purchases may be made in open market or other transactions and may be modified, suspended or terminated by the Board.

Why It Matters

• The dividend provides a near-term cash return to shareholders; investors tracking yield or income should note the $0.30/share payment and its timing.
• Increasing the buyback authorization signals the company has capacity to repurchase additional stock, which can reduce shares outstanding and potentially support future per-share metrics—however, actual repurchases depend on market conditions and Board decisions.
• The filing includes the company’s Q4 results (see press release/investor presentation for full financial details); investors should review those materials for revenue, earnings and guidance information.
• The Form 8-K also includes a Regulation FD disclosure note clarifying certain furnished information is not “filed” for Section 18 liability purposes.