Jack in the Box Inc. (JACK)

Jack in the Box Inc. stock experienced a significant decline of 47.42% between February 4, 2025, and February 3, 2026. In November 2025, the company reported its Q4 2025 earnings, missing analyst forecasts, but the stock rose 3.16% in aftermarket trading. The company introduced its "JACK on Track" plan in April 2025, discontinuing its dividend and closing approximately 150-200 underperforming restaurants. The sale of the Del Taco brand to Yadav Enterprises Inc. was completed in December 2025 for approximately $119 million. The company has also been involved in a proxy battle with activist investor Biglari Capital.

The first fiscal quarter (Q1) appears to be the strongest quarter for Jack in the Box every year, indicating a seasonal pattern in the demand for its products and services.

Jack in the Box Inc. is an American fast-food restaurant chain operating within the QSR industry. The company develops, operates, and franchises quick-service restaurants across the United States. Its core business includes the Jack in the Box hamburger chain and previously operated the Del Taco brand and Qdoba Mexican Grill chain.

Jack in the Box operates approximately 2,135 to 2,200 restaurants across 21 to 22 states, primarily serving the West Coast of the United States, with additional locations in large urban areas outside the West Coast and two in Guam. The Del Taco brand operated approximately 600 restaurants across 17 states until its sale in December 2025.

In the past year, Jack in the Box Inc. has focused on restoring positive momentum for the Jack in the Box brand through its "JACK on Track" plan, aiming to get "back to basics" with operations and marketing initiatives. The company has acknowledged facing macroeconomic and unique industry headwinds. The sale of Del Taco was part of a strategy to simplify the business model. The ongoing proxy battle with Biglari Capital could be seen as an event impacting the company's reputation.

Jack in the Box Inc. has 326 institutional owners and shareholders holding a total of 25,011,853 shares. Major institutional owners include Callodine Capital Management, LP, Biglari Capital Corp., BlackRock, Inc., Vanguard Group Inc, LSV Asset Management, Marshall Wace, LLP, Invenomic Capital Management LP, and IPG Investment Advisors LLC. Institutional ownership accounts for approximately 105% of shares, while individuals hold about 5.1%.