SCHEDULE: Invesco Ltd. Amends Cheesecake Factory Stake

Invesco Ltd. has filed an amendment to its beneficial ownership report for The Cheesecake Factory Inc., disclosing a 3.4% passive stake.

Summary

• Invesco Ltd. filed an Amendment No. 1 to its Schedule 13G regarding its beneficial ownership in The Cheesecake Factory Inc./The.
• As of June 30, 2025, Invesco Ltd. beneficially owns an aggregate of 1,671,102 shares of Common Stock.
• This ownership represents 3.4% of the class of securities.
• Invesco Ltd. holds sole voting power over 1,579,973 shares and sole dispositive power over 1,671,102 shares.
• No shared voting or dispositive power is reported.
• Invesco Ltd. is classified as a parent holding company (HC) and an investment adviser (IA).
• The shares are held of record by clients of Invesco Ltd., with Invesco Ltd. acting in its capacity as a parent holding company to its investment advisers.
• No single individual client has greater than 5% economic ownership.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a routine beneficial ownership disclosure, indicating a neutral sentiment as it does not contain operational or financial performance updates, nor does it suggest any activist intent.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of passive beneficial ownership by an investment management firm in a publicly traded restaurant company. It reflects a standard investment position within the consumer discretionary sector.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's passive stake in the company.

Key Dates

Keywords

Invesco Ltd., Cheesecake Factory, Beneficial Ownership, Schedule 13G, Common Stock, Investment Adviser, Passive Investment