SCHEDULE: LSV Asset Management Cuts Jack in the Box Stake

Sentiment:

Beneficial Ownership Report Amendment 12 August 2025 12:46 PM

LSV Asset Management has reported a reduction in its beneficial ownership of Jack in the Box Inc. Class A Common Stock to 4.46%.

Worse than expectedLSV Asset Management has reduced its beneficial ownership in Jack in the Box Inc. to 4.46%, falling below the 5% threshold, indicating a decreased stake by a significant institutional investor.

Summary

LSV Asset Management, an investment adviser, filed an Amendment No. 1 to its Schedule 13G.
The filing indicates that LSV Asset Management has ceased to be a beneficial owner of more than 5% of Jack in the Box Inc.'s Class A Common Stock.
As of June 30, 2025, LSV Asset Management beneficially owns 842,421 shares, representing 4.46% of the class.
LSV Asset Management holds sole voting power over 489,382 shares and sole dispositive power over 842,421 shares.
The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 4

Explanation: The filing indicates a reduction in LSV Asset Management's beneficial ownership of Jack in the Box Inc. to below 5%, which could be interpreted as a slight negative signal, though it's a common portfolio adjustment.

Positives

LSV Asset Management's ownership is for ordinary course of business, not for influencing control.

Negatives

LSV Asset Management has reduced its beneficial ownership in Jack in the Box Inc. to below the 5% threshold.

Future Outlook

No forward-looking statements or guidance regarding Jack in the Box Inc.'s future performance or operations are provided in this beneficial ownership report.

Industry Context

Jack in the Box Inc. operates in the quick-service restaurant sector. This filing reflects an institutional investor's adjusted stake, a common occurrence in the investment landscape, rather than a direct operational or strategic update from the company itself.

Stakeholder Impact

Shareholders: May interpret the reduction in institutional ownership as a slight negative signal, potentially impacting investor sentiment.

Key Dates

Date	Description
06/30/2025	Date of event which required the filing of this statement (change in beneficial ownership).
08/08/2025	Signature date of the main Schedule 13G/A form.
08/12/2025	Signature date of the primary document.

Recommendation

hold

The filing indicates a reduction in a significant institutional investor's stake below 5%. While this is a notable change in ownership, it does not provide new fundamental information about Jack in the Box Inc.'s operations or financial performance. Investors should monitor future filings and company performance for a more comprehensive assessment before making significant investment decisions.

Keywords

Jack in the Box, LSV Asset Management, Beneficial Ownership, Schedule 13G, Common Stock, Restaurant Industry, Fast Food

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