BLMNNasdaqRetail-Eating PlacesFiscal year ends December 27
Bloomin' Brands, Inc.
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 6, 2026
$9.95+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $857.92M
- P/E (TTM)
- 32.1
- Dividend yield
- 4.52%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
87M of 86M shares
Institutional holders
238
44 new, 31 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
4 buys · 1 sales
Net bought $1.00M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,236,421 | 7.30% | 13G (passive) amendment | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 4,414,399 | 5.20% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLMN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,844,981 | 7.99% | $62.56M | +414,238 | 0.00% |
| Starboard Value LP | 4,180,992 | 4.88% | $38.21M | −3,800,000 | 0.84% |
| Arrowstreet Capital, Limited Partnership | 3,854,874 | 4.50% | $35.23M | −54,124 | 0.02% |
| Dimensional Fund Advisors LP | 3,497,179 | 4.08% | $31.96M | +1,289,057 | 0.01% |
| Vanguard Capital Management LLC | 3,406,274 | 3.98% | $31.13M | +121,922 | 0.00% |
| Aqr Capital Management LLC | 3,322,042 | 3.88% | $30.36M | +52,005 | 0.01% |
| Nomura Holdings Inc | 2,929,829 | 3.42% | $26.78M | New | 0.03% |
| Lsv Asset Management | 2,881,090 | 3.36% | $26.33K | −17,849 | 0.05% |
| Goldman Sachs Group Inc | 2,710,292 | 3.17% | $24.77M | +684,337 | 0.00% |
| Miller Value Partners, LLC | 2,585,909 | 3.02% | $23.64M | +549,175 | 5.59% |
| Erste Asset Management GmbH | 2,500,000 | 2.92% | $22.90M | – | 0.18% |
| Alliancebernstein L.P. | 2,477,863 | 2.89% | $13.38M | −641,687 | 0.00% |
| State Street Corp | 2,442,983 | 2.85% | $22.33M | +138,477 | 0.00% |
| Vanguard Portfolio Management LLC | 2,362,673 | 2.76% | $21.59M | +256,597 | 0.00% |
| Charles Schwab Investment Management Inc | 2,243,511 | 2.62% | $20.51M | −237,253 | 0.00% |
| Geode Capital Management, LLC | 2,164,606 | 2.53% | $19.79M | +217,999 | 0.00% |
| Federated Hermes, Inc. | 2,094,615 | 2.45% | $19.14M | +66,061 | 0.03% |
| Two Sigma Investments, LP | 2,072,427 | 2.42% | $18.94M | −504,755 | 0.01% |
| American Century Companies Inc | 1,966,926 | 2.30% | $17.98M | +692,219 | 0.01% |
| UBS Group AG | 1,681,442 | 1.96% | $15.37M | +863,435 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 238 | 87M | 100.0% | 44 / 82 | 76 / 31 | 20M | 14M |
| Q1 2026 | 228 | 82M | 95.3% | 60 / 67 | 74 / 58 | 30M | 28M |
| Q4 2025 | 232 | 85M | 99.8% | 46 / 56 | 99 / 40 | 12M | 13M |
| Q3 2025 | 230 | 86M | 100.0% | 38 / 67 | 89 / 34 | 11M | 15M |
| Q2 2025 | 228 | 90M | 100.0% | 31 / 96 | 69 / 43 | 14M | 12M |
| Q1 2025 | 242 | 88M | 100.0% | 52 / 85 | 74 / 39 | 16M | 17M |
| Q4 2024 | 231 | 89M | 100.0% | 41 / 79 | 81 / 53 | 14M | 16M |
| Q3 2024 | 247 | 91M | 100.0% | 52 / 70 | 93 / 43 | 23M | 9M |
| Q2 2024 | 239 | 90M | 100.0% | 32 / 89 | 92 / 72 | 10M | 15M |
| Q1 2024 | 283 | 96M | 100.0% | 49 / 73 | 114 / 30 | 6M | 11M |
| Q4 2023 | 266 | 101M | 100.0% | 31 / 82 | 118 / 34 | 9M | 8M |
| Q3 2023 | 272 | 100M | 100.0% | 43 / 75 | 118 / 32 | 13M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BLMN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,440,378 | 2.85% | $22.31M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,260,565 | 2.64% | $20.66M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,294,996 | 1.51% | $10.93M | 0.04% | May 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 1,270,155 | 1.48% | $10.72M | 0.12% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 945,293 | 1.10% | $8.19M | 0.02% | Jul 31, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 935,970 | 1.09% | $8.11M | 0.36% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 889,828 | 1.04% | $8.13M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 812,151 | 0.95% | $7.42M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 774,475 | 0.90% | $6.71M | 0.03% | Jul 31, 2026 |
| Goldman Sachs Small Cap Value Insights Fund | 636,023 | 0.74% | $5.51M | 0.42% | Jul 31, 2026 |
| Vanguard Explorer Fund | 566,186 | 0.66% | $4.90M | 0.02% | Jul 31, 2026 |
| AB Small Cap Value Portfolio | 537,843 | 0.63% | $4.92M | 0.85% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 499,834 | 0.58% | $4.33M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 494,848 | 0.58% | $4.29M | 0.03% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 457,615 | 0.53% | $3.96M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mike Spanos | CEO, Director | 206,622 | 0.24% | Mar 5, 2026 |
| Kelly Lefferts | EVP, Chief Legal Officer | 126,935 | 0.15% | Sep 11, 2026 |
| Philip J. Pace | SVP, Chief Accounting Officer | 56,704 | 0.07% | Sep 11, 2026 |
| Patrick M. Hafner | EVP, Pres Outback Steakhouse | 39,274 | 0.05% | Sep 8, 2026 |
| Eric C. Christel | EVP, Chief Financial Officer | 169,026 | 0.20% | Sep 4, 2026 |
| Lissette R. Gonzalez | EVP, Chief Commercial Officer | 47,684 | 0.06% | Mar 5, 2026 |
| Jessica L. Mitory | Chief Human Resources Officer | 0 | – | Mar 3, 2026 |
| Mark E. Graff | EVP, Pres of Bonefish Grill | 58,588 | 0.07% | Nov 4, 2025 |
| William Michael Healy | EVP, Chief Financial Officer | 74,120 | 0.09% | Oct 15, 2025 |
| Suzann Trevisan | Chief Human Resources Officer | 27,705 | 0.03% | Mar 18, 2025 |
| David C. George | Director | 34,047 | 0.04% | Apr 24, 2026 |
| Melanie Marein-Efron | Director | 36,277 | 0.04% | Apr 24, 2026 |
| Tara Walpert Levy | Director | 89,622 | 0.10% | Apr 24, 2026 |
| Rajendra M. Mohan | Director | 84,341 | 0.10% | Apr 24, 2026 |
| Rohit Lal | Director | 49,902 | 0.06% | Apr 24, 2026 |
| John Mahoney | Director | 97,580 | 0.11% | Apr 24, 2026 |
| James L. Dinkins | Director | 23,156 | 0.03% | Apr 24, 2026 |
| Jonathan Sagal | Director | 27,119 | 0.03% | Apr 24, 2026 |
| Julie T. Kunkel | Director | 42,342 | 0.05% | Apr 24, 2026 |
| Colleen Keating | Director | 5,592 | 0.01% | Apr 24, 2026 |
| Lawrence V. Jackson | Director | 34,495 | 0.04% | Apr 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Philip J. Pace SVP, Chief Accounting Officer | Sep 3, 2026 | Tax withholding | −1,276 | $9.73 | $12.42K | 56,704 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 3, 2026 | Tax withholding | −2,551 | $9.73 | $24.82K | 130,865 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Sep 3, 2026 | Option exercise | +8,102 | – | – | 39,274 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Sep 3, 2026 | Tax withholding | −1,973 | $9.73 | $19.20K | 37,301 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 3, 2026 | Option exercise | +3,241 | – | – | 60,287 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 3, 2026 | Tax withholding | −790 | $9.73 | $7.69K | 59,497 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 3, 2026 | Option exercise | +6,481 | – | – | 135,723 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 3, 2026 | Tax withholding | −1,579 | $9.73 | $15.36K | 134,144 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 2, 2026 | Tax withholding | −6,054 | $9.93 | $60.12K | 126,935 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 2, 2026 | Tax withholding | −6,054 | $9.93 | $60.12K | 54,739 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 2, 2026 | Option exercise | +15,385 | – | – | 60,793 |
| Philip J. Pace SVP, Chief Accounting Officer | Sep 2, 2026 | Tax withholding | −3,747 | $9.93 | $37.21K | 57,046 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 2, 2026 | Option exercise | +15,385 | – | – | 132,989 |
| Kelly Lefferts EVP, Chief Legal Officer | Sep 2, 2026 | Tax withholding | −3,747 | $9.93 | $37.21K | 129,242 |
| Eric C. Christel EVP, Chief Financial Officer | Sep 2, 2026 | Tax withholding | −6,125 | $9.93 | $60.82K | 169,026 |
| Eric C. Christel EVP, Chief Financial Officer | Sep 2, 2026 | Option exercise | +25,151 | – | – | 175,151 |
| Colleen Keating Director | Apr 22, 2026 | Option exercise | +5,592 | – | – | 5,592 |
| Jonathan Sagal Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 27,119 |
| Rajendra M. Mohan Director | Apr 22, 2026 | Option exercise | +30,574 | – | – | 84,341 |
| Rohit Lal Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 49,902 |
| Melanie Marein-Efron Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 36,277 |
| David C. George Director | Apr 22, 2026 | Option exercise | +25,478 | – | – | 34,047 |
| Julie T. Kunkel Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 36,277 |
| James L. Dinkins Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 23,156 |
| Tara Walpert Levy Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 89,622 |
| John Mahoney Director | Apr 22, 2026 | Option exercise | +19,746 | – | – | 97,580 |
| Rohit Lal Director | Mar 11, 2026 | Buy | +10,000 | $5.69 | $56.90K | 30,156 |
| Julie T. Kunkel Director | Mar 5, 2026 | Buy | +1,000 | $6.46 | $6.46K | 6,065 |
| Philip J. Pace SVP, Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −1,447 | $6.35 | $9.19K | 45,408 |
| Philip J. Pace SVP, Chief Accounting Officer | Mar 3, 2026 | Option exercise | +3,240 | – | – | 46,855 |
| Kelly Lefferts EVP, Chief Legal Officer | Mar 3, 2026 | Option exercise | +6,481 | – | – | 120,155 |
| Kelly Lefferts EVP, Chief Legal Officer | Mar 3, 2026 | Tax withholding | −2,551 | $6.35 | $16.20K | 117,604 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Mar 3, 2026 | Tax withholding | −1,973 | $6.35 | $12.53K | 31,172 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Mar 3, 2026 | Option exercise | +8,101 | – | – | 33,145 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Mar 3, 2026 | Option exercise | +4,861 | – | – | 47,684 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Mar 3, 2026 | Tax withholding | −1,201 | $6.35 | $7.63K | 46,483 |
| Mike Spanos CEO, Director | Feb 28, 2026 | Tax withholding | −33,838 | $6.12 | $207.09K | 206,622 |
| Mike Spanos CEO, Director | Feb 28, 2026 | Option exercise | +86,021 | – | – | 240,460 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −597 | $6.12 | $3.65K | 40,461 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Option exercise | +1,335 | – | – | 41,058 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −527 | $6.12 | $3.23K | 39,723 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Option exercise | +1,179 | – | – | 40,250 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Option exercise | +5,699 | – | – | 46,160 |
| Philip J. Pace SVP, Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −2,545 | $6.12 | $15.58K | 43,615 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Tax withholding | −958 | $6.12 | $5.86K | 103,923 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Option exercise | +2,447 | – | – | 104,881 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Option exercise | +16,129 | – | – | 120,052 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 28, 2026 | Tax withholding | −6,347 | $6.12 | $38.84K | 113,705 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Tax withholding | −432 | $6.12 | $2.64K | 16,153 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Tax withholding | −2,619 | $6.12 | $16.03K | 25,296 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Tax withholding | −326 | $6.12 | $2.00K | 17,162 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Option exercise | +1,335 | – | – | 17,488 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Option exercise | +1,779 | – | – | 16,585 |
| Patrick M. Hafner EVP, Pres Outback Steakhouse | Feb 28, 2026 | Option exercise | +10,753 | – | – | 27,915 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Feb 28, 2026 | Tax withholding | −2,501 | $6.12 | $15.31K | 43,192 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Feb 28, 2026 | Option exercise | +9,677 | – | – | 45,693 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Feb 28, 2026 | Tax withholding | −594 | $6.12 | $3.64K | 36,016 |
| Lissette R. Gonzalez EVP, Chief Commercial Officer | Feb 28, 2026 | Option exercise | +2,002 | – | – | 36,610 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 22, 2026 | Option exercise | +2,396 | – | – | 103,504 |
| Kelly Lefferts EVP, Chief Legal Officer | Feb 22, 2026 | Tax withholding | −1,070 | $6.47 | $6.92K | 102,434 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Value LP Starboard Affiliate of former Director | May 8, 2026 | 3,800,000 | $30.86M | May 8, 2026 | Open Market Purchases (1) |
| William Michael Healy Former Officer | Nov 17, 2025 | 17,604 | $118.88K | Nov 17, 2025 | Restricted Stock Vesting |
| Patrick M. Hafner Officer | Nov 12, 2025 | 4,256 | $27.26K | Nov 11, 2025 | Restricted Stock Vesting |
| Lawrence V. Jackson Former Director | May 29, 2025 | 34,495 | $264.98K | May 29, 2025 | Restricted Stock Vesting |
| Patrick M. Hafner Officer | Mar 4, 2025 | 9,555 | $79.45K | Mar 4, 2025 | Restricted Stock Vesting |
| Christopher Adkins Meyer Former Officer | Jul 24, 2024 | 10,798 | $203.76K | Jul 24, 2024 | Options Granted - 02/25/2016 |
| Gregg Scarlett Former Officer | Jun 11, 2024 | 16,973 | $323.47K | Jun 11, 2024 | Options Granted - 02/25/2016 |
| John P. Gainor Jr Former Director | Dec 20, 2023 | 16,936 | $460.99K | Dec 20, 2023 | Restricted Stock Grants |
| Elizabeth A. Smith Officer | May 8, 2023 | 4,802 | $116.24K | May 8, 2023 | Option Granted - 04/01/2019 |
| Elizabeth A. Smith Director | May 5, 2023 | 134,472 | $3.26M | May 5, 2023 | Option Granted 04/01/2019 |
| Elizabeth A. Smith Officer | May 4, 2023 | 34,881 | $856.42K | May 4, 2023 | Option Granted - 04/01/2019 |