PZZANasdaqRetail-Eating PlacesFiscal year ends December 27
PAPA JOHNS INTERNATIONAL INC
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 6, 2026
$18.97−0.42 (-2.17%)
Close on Oct 19, 2026
- Market cap
- $628.46M
- P/E (TTM)
- 24.0
- Dividend yield
- 9.70%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
38M of 33M shares
Institutional holders
258
49 new, 33 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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. | 4,702,444 | 14.40% | 13G (passive) amendment | Jun 30, 2025 |
| Earnest Partners LLC | 2,890,502 | 8.80% | 13G (passive) amendment | Jun 30, 2026 |
| Brandes Investment Partners, LP | 2,633,585 | 8.00% | 13G (passive) | Mar 31, 2026 |
| Managed Account Advisors LLC | 2,158,609 | 6.60% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 1,920,053 | 5.83% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,653,249 | 5.02% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PZZA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,958,259 | 15.06% | $182.32M | +138,401 | 0.00% |
| Earnest Partners LLC | 2,890,502 | 8.78% | $106.28M | +988,308 | 0.38% |
| Brandes Investment Partners, LP | 2,730,683 | 8.29% | $100.41M | +97,879 | 0.70% |
| Bank Of America Corp /De/ | 2,262,335 | 6.87% | $83.19M | +783,237 | 0.01% |
| Vanguard Portfolio Management LLC | 1,961,550 | 5.96% | $72.13M | +55,435 | 0.00% |
| Sei Investments Co | 1,648,417 | 5.01% | $60.61M | +569,145 | 0.05% |
| Irth Capital Management LP | 1,628,503 | 4.95% | $59.88M | – | 100.00% |
| Vanguard Capital Management LLC | 1,469,356 | 4.46% | $54.03M | +64,968 | 0.00% |
| State Street Corp | 1,306,936 | 3.97% | $48.06M | +63,464 | 0.00% |
| Quinn Opportunity Partners LLC | 999,036 | 3.03% | $36.73M | −75,615 | 1.70% |
| Geode Capital Management, LLC | 884,291 | 2.69% | $32.52M | +47,579 | 0.00% |
| Segall Bryant & Hamill, LLC | 797,350 | 2.42% | $29.32M | −23,964 | 0.35% |
| Greenhouse Funds LLLP | 740,311 | 2.25% | $27.22M | +194,295 | 1.39% |
| Dimensional Fund Advisors LP | 602,491 | 1.83% | $22.15M | −23,861 | 0.00% |
| Jones Financial Companies Lllp | 521,003 | 1.58% | $19.17M | +273,039 | 0.01% |
| Charles Schwab Investment Management Inc | 509,716 | 1.55% | $18.74M | +38,773 | 0.00% |
| Natixis Advisors, L.P. | 505,453 | 1.54% | $18.59K | +257,705 | 0.02% |
| Susquehanna International Group, Llp | 503,452 | 1.53% | $18.51M | −16,425 | 0.00% |
| Boothbay Fund Management, LLC | 495,327 | 1.50% | $18.21M | +3,644 | 0.24% |
| Balyasny Asset Management L.P. | 477,286 | 1.45% | $17.55M | +415,669 | 0.02% |
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 | 258 | 38M | 100.0% | 49 / 93 | 75 / 33 | 6M | 2M |
| Q1 2026 | 248 | 34M | 100.0% | 47 / 96 | 66 / 60 | 10M | 8M |
| Q4 2025 | 266 | 35M | 100.0% | 50 / 89 | 100 / 52 | 4M | 6M |
| Q3 2025 | 272 | 37M | 100.0% | 43 / 91 | 93 / 50 | 4M | 4M |
| Q2 2025 | 282 | 36M | 100.0% | 64 / 91 | 92 / 45 | 5M | 8M |
| Q1 2025 | 265 | 39M | 100.0% | 65 / 90 | 78 / 54 | 6M | 8M |
| Q4 2024 | 257 | 41M | 100.0% | 47 / 93 | 81 / 58 | 7M | 7M |
| Q3 2024 | 270 | 42M | 100.0% | 70 / 88 | 82 / 41 | 13M | 6M |
| Q2 2024 | 242 | 40M | 100.0% | 43 / 90 | 80 / 78 | 12M | 11M |
| Q1 2024 | 279 | 39M | 100.0% | 47 / 109 | 84 / 38 | 4M | 4M |
| Q4 2023 | 272 | 40M | 100.0% | 45 / 78 | 113 / 40 | 4M | 4M |
| Q3 2023 | 269 | 40M | 100.0% | 53 / 117 | 75 / 43 | 8M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PZZA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,982,680 | 6.02% | $72.90M | 0.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,033,807 | 3.14% | $38.01M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 866,863 | 2.63% | $31.87M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 753,817 | 2.29% | $27.72M | 0.01% | Jun 30, 2026 |
| Brandes Small Cap Value Fund | 482,794 | 1.47% | $17.75M | 2.79% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 477,992 | 1.45% | $17.58M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 380,785 | 1.16% | $14.00M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 363,912 | 1.11% | $10.88M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 302,060 | 0.92% | $11.11M | 0.07% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 285,886 | 0.87% | $10.51M | 0.07% | Jun 30, 2026 |
| Sbh Small Cap Value Fund | 173,123 | 0.53% | $6.37M | 1.42% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 170,290 | 0.52% | $5.83M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 167,964 | 0.51% | $5.75M | 0.03% | May 31, 2026 |
| Heartland Value Fund | 160,000 | 0.49% | $5.88M | 0.50% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 156,650 | 0.48% | $5.36M | 0.02% | May 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 |
|---|---|---|---|---|
| Todd Allan Penegor | President & CEO, Director | 196,034 | 0.60% | Aug 3, 2026 |
| John Kevin Vasconi | Chief Digital & Tech Officer | 42,057 | 0.13% | Sep 10, 2026 |
| Caroline Miller Oyler | Chief Administrative Officer | 65,435 | 0.20% | Jun 9, 2026 |
| Ravi Thanawala | CFO & President, North America | 87,306 | 0.27% | Mar 26, 2026 |
| Christopher K. Collins | SVP Corp Finance & PAO | 18,203 | 0.06% | Mar 3, 2026 |
| Joseph Sieve | Chief Restaurant & Development | 16,651 | 0.05% | Nov 7, 2025 |
| Sonya E. Medina | Director | 24,174 | 0.07% | Jun 1, 2026 |
| John W. Garratt | Director | 11,897 | 0.04% | Jun 1, 2026 |
| Christopher L. Coleman | Director | 49,186 | 0.15% | Jun 1, 2026 |
| Jocelyn C. Mangan | Director | 20,730 | 0.06% | Jun 1, 2026 |
| Laurette T. Koellner | Director | 31,091 | 0.09% | Jun 1, 2026 |
| Stephen L. Gibbs | Director | 11,897 | 0.04% | Jun 1, 2026 |
| John C. Miller | Director | 12,130 | 0.04% | Jun 1, 2026 |
| Anthony Michael Sanfilippo | Director | 24,420 | 0.07% | Dec 2, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Kevin Vasconi Chief Digital & Tech Officer | Sep 9, 2026 | Tax withholding | −1,884 | $21.63 | $40.75K | 42,057 |
| Todd Allan Penegor President & CEO, Director | Jul 31, 2026 | Tax withholding | −8,498 | $29.90 | $254.09K | 196,034 |
| Caroline Miller Oyler Chief Administrative Officer | Jun 5, 2026 | Tax withholding | −251 | $31.92 | $8.01K | 64,750 |
| John C. Miller Director | May 29, 2026 | Award | +159 | $34.21 | $5.44K | 12,130 |
| Laurette T. Koellner Director | May 29, 2026 | Award | +274 | $34.21 | $9.37K | 30,917 |
| Laurette T. Koellner Director | May 29, 2026 | Award | +54.68 | $34.21 | $1.87K | 30,971 |
| John W. Garratt Director | May 29, 2026 | Award | +156 | $34.21 | $5.34K | 11,897 |
| Christopher L. Coleman Director | May 29, 2026 | Award | +378 | $34.21 | $12.93K | 49,186 |
| Stephen L. Gibbs Director | May 29, 2026 | Award | +156 | $34.21 | $5.34K | 11,897 |
| Jocelyn C. Mangan Director | May 29, 2026 | Award | +271 | $34.21 | $9.27K | 20,730 |
| Sonya E. Medina Director | May 29, 2026 | Award | +274 | $34.21 | $9.37K | 24,174 |
| Sonya E. Medina Director | May 11, 2026 | Award | +4,494 | – | – | 23,900 |
| John C. Miller Director | May 11, 2026 | Award | +4,494 | – | – | 11,971 |
| Jocelyn C. Mangan Director | May 11, 2026 | Award | +4,494 | – | – | 20,459 |
| John W. Garratt Director | May 11, 2026 | Award | +4,494 | – | – | 11,741 |
| Christopher L. Coleman Director | May 11, 2026 | Award | +7,041 | – | – | 48,808 |
| Laurette T. Koellner Director | May 11, 2026 | Award | +4,494 | – | – | 30,643 |
| Stephen L. Gibbs Director | May 11, 2026 | Award | +4,494 | – | – | 11,741 |
| Caroline Miller Oyler Chief Administrative Officer | Mar 25, 2026 | Tax withholding | −714 | $33.12 | $23.65K | 65,001 |
| Ravi Thanawala CFO & President, North America | Mar 25, 2026 | Tax withholding | −1,816 | $33.12 | $60.15K | 87,306 |
| Ravi Thanawala CFO & President, North America | Mar 4, 2026 | Tax withholding | −774 | $30.81 | $23.85K | 89,122 |
| Caroline Miller Oyler Chief Administrative Officer | Mar 4, 2026 | Tax withholding | −406 | $30.81 | $12.51K | 65,715 |
| John Kevin Vasconi Chief Digital & Tech Officer | Mar 3, 2026 | Tax withholding | −923 | $31.99 | $29.53K | 43,941 |
| Ravi Thanawala CFO & President, North America | Mar 3, 2026 | Tax withholding | −1,801 | $31.99 | $57.61K | 89,896 |
| Caroline Miller Oyler Chief Administrative Officer | Mar 3, 2026 | Tax withholding | −708 | $31.99 | $22.65K | 66,121 |
| Todd Allan Penegor President & CEO, Director | Mar 3, 2026 | Tax withholding | −5,966 | $31.99 | $190.85K | 204,532 |
| Todd Allan Penegor President & CEO, Director | Mar 2, 2026 | Award | +100,188 | – | – | 210,498 |
| Ravi Thanawala CFO & President, North America | Mar 2, 2026 | Award | +39,136 | – | – | 91,697 |
| Christopher K. Collins SVP Corp Finance & PAO | Mar 2, 2026 | Award | +7,867 | – | – | 18,203 |
| Christopher K. Collins SVP Corp Finance & PAO | Mar 2, 2026 | Award | +3,288 | – | – | 21,491 |
| Caroline Miller Oyler Chief Administrative Officer | Mar 2, 2026 | Award | +19,568 | – | – | 66,829 |
| John Kevin Vasconi Chief Digital & Tech Officer | Mar 2, 2026 | Award | +19,568 | – | – | 44,864 |
| Caroline Miller Oyler Chief Administrative Officer | Feb 27, 2026 | Tax withholding | −252 | $31.35 | $7.90K | 47,261 |
| John W. Garratt Director | Feb 20, 2026 | Award | +103 | $31.59 | $3.25K | 7,247 |
| Jocelyn C. Mangan Director | Feb 20, 2026 | Award | +226 | $31.59 | $7.14K | 15,965 |
| Laurette T. Koellner Director | Feb 20, 2026 | Award | +230 | $31.59 | $7.27K | 26,090 |
| Laurette T. Koellner Director | Feb 20, 2026 | Award | +58.37 | $31.59 | $1.84K | 26,149 |
| Stephen L. Gibbs Director | Feb 20, 2026 | Award | +103 | $31.59 | $3.25K | 7,247 |
| Sonya E. Medina Director | Feb 20, 2026 | Award | +230 | $31.59 | $7.27K | 19,406 |
| John C. Miller Director | Feb 20, 2026 | Award | +106 | $31.59 | $3.35K | 7,477 |
| Christopher L. Coleman Director | Feb 20, 2026 | Award | +304 | $31.59 | $9.60K | 41,767 |
| John W. Garratt Director | Nov 28, 2025 | Award | +75 | $42.07 | $3.16K | 7,144 |
| Stephen L. Gibbs Director | Nov 28, 2025 | Award | +75 | $42.07 | $3.16K | 7,144 |
| Laurette T. Koellner Director | Nov 28, 2025 | Award | +169 | $42.07 | $7.11K | 25,817 |
| Laurette T. Koellner Director | Nov 28, 2025 | Award | +43.35 | $42.07 | $1.82K | 25,860 |
| Sonya E. Medina Director | Nov 28, 2025 | Award | +169 | $42.07 | $7.11K | 19,176 |
| Jocelyn C. Mangan Director | Nov 28, 2025 | Award | +166 | $42.07 | $6.98K | 15,739 |
| Christopher L. Coleman Director | Nov 28, 2025 | Award | +223 | $42.07 | $9.38K | 41,463 |
| John C. Miller Director | Nov 28, 2025 | Award | +78 | $42.07 | $3.28K | 7,371 |
| Joseph Sieve Chief Restaurant & Development | Nov 6, 2025 | Tax withholding | −31 | $42.82 | $1.33K | 16,651 |
| Ravi Thanawala CFO and EVP, International | Sep 9, 2025 | Tax withholding | −128 | $48.76 | $6.24K | 52,561 |
| Joseph Sieve Chief Restaurant & Development | Sep 9, 2025 | Tax withholding | −48 | $48.76 | $2.34K | 16,682 |
| John Kevin Vasconi Chief Digital & Tech Officer | Sep 9, 2025 | Tax withholding | −1,872 | $48.76 | $91.28K | 25,296 |
| John W. Garratt Director | Aug 29, 2025 | Award | +65 | $48.71 | $3.17K | 7,069 |
| Jocelyn C. Mangan Director | Aug 29, 2025 | Award | +143 | $48.71 | $6.97K | 15,573 |
| Christopher L. Coleman Director | Aug 29, 2025 | Award | +192 | $48.71 | $9.35K | 41,240 |
| Stephen L. Gibbs Director | Aug 29, 2025 | Award | +65 | $48.71 | $3.17K | 7,069 |
| Laurette T. Koellner Director | Aug 29, 2025 | Award | +37.09 | $48.71 | $1.81K | 25,648 |
| Laurette T. Koellner Director | Aug 29, 2025 | Award | +145 | $48.71 | $7.06K | 25,611 |
| John C. Miller Director | Aug 29, 2025 | Award | +67 | $48.71 | $3.26K | 7,293 |
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 |
|---|---|---|---|---|---|
| Thanawala Ravi Former Officer | Aug 11, 2026 | 23,129 | $556.95K | Aug 10, 2026 | Restricted Stock Vesting |
| Laurette T. Koellner Officer | Mar 7, 2024 | 2,886 | $202.64K | Mar 7, 2024 | Stock Option Exercise |
| Olivia F. Kirtley Former director | Jul 24, 2023 | 4,402 | $358.33K | Jul 24, 2023 | Stock option exercise |
| Olivia F. Kirtley Former director | Jul 19, 2023 | 10,107 | $773.61K | Jul 19, 2023 | Stock option exercise |