Yum! Brands, Inc. $YUM Position Raised by Capital International Investors

Posted by Stacy Sanders on Jun 7th, 2026

Capital International Investors raised its stake in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 20.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 19,419,826 shares of the restaurant operator’s stock after buying an additional 3,240,190 shares during the quarter. Capital International Investors owned approximately 0.07% of Yum! Brands worth $2,938,139,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Envestnet Asset Management Inc. increased its stake in Yum! Brands by 4.5% in the 3rd quarter. Envestnet Asset Management Inc. now owns 267,162 shares of the restaurant operator’s stock worth $40,609,000 after purchasing an additional 11,532 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Yum! Brands by 5.4% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 584,953 shares of the restaurant operator’s stock worth $88,030,000 after acquiring an additional 30,075 shares during the period. Hudson Bay Capital Management LP acquired a new stake in Yum! Brands during the 3rd quarter worth about $24,786,000. Ethos Capital Management Inc. acquired a new stake in Yum! Brands during the 4th quarter worth about $1,372,000. Finally, Dakota Wealth Management boosted its position in Yum! Brands by 89.8% during the 4th quarter. Dakota Wealth Management now owns 20,098 shares of the restaurant operator’s stock worth $3,040,000 after acquiring an additional 9,509 shares during the period. 82.37% of the stock is currently owned by institutional investors.

Yum! Brands Stock Up 1.8%

Shares of NYSE YUM opened at $150.78 on Friday. The business’s 50 day moving average is $155.32 and its two-hundred day moving average is $155.60. The company has a market cap of $41.56 billion, a P/E ratio of 24.32, a P/E/G ratio of 1.92 and a beta of 0.57. Yum! Brands, Inc. has a 12 month low of $137.33 and a 12 month high of $169.39.

Yum! Brands (NYSE:YUM – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The restaurant operator reported $1.50 EPS for the quarter, topping the consensus estimate of $1.39 by $0.11. The company had revenue of $2.06 billion for the quarter, compared to the consensus estimate of $2.04 billion. Yum! Brands had a negative return on equity of 23.51% and a net margin of 20.48%.The company’s revenue for the quarter was up 15.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.30 EPS. Sell-side analysts expect that Yum! Brands, Inc. will post 6.78 earnings per share for the current fiscal year.

Yum! Brands Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Wednesday, May 27th will be given a dividend of $0.75 per share. The ex-dividend date is Wednesday, May 27th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.0%. Yum! Brands’s payout ratio is currently 48.39%.

Analyst Upgrades and Downgrades

Several brokerages recently commented on YUM. JPMorgan Chase & Co. boosted their price target on Yum! Brands from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. Morgan Stanley raised Yum! Brands from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $180.00 to $185.00 in a research note on Wednesday. BMO Capital Markets reissued a “market perform” rating and issued a $168.00 price target on shares of Yum! Brands in a research note on Monday, May 4th. Deutsche Bank Aktiengesellschaft set a $177.00 price target on Yum! Brands in a research note on Thursday, April 30th. Finally, Wells Fargo & Company boosted their price target on Yum! Brands from $160.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Yum! Brands has an average rating of “Moderate Buy” and an average target price of $176.17.

Get Our Latest Stock Report on Yum! Brands

Key Yum! Brands News

Here are the key news stories impacting Yum! Brands this week:

Positive Sentiment: Reports that Yum Brands is weighing an exit from Pizza Hut are boosting the stock on hopes that divesting the weaker pizza chain could sharpen execution and improve margins. Pizza Hut’s future in doubt as Yum Brands weighs exit and surprise company eyes takeover
Positive Sentiment: Jim Cramer also argued that “a Yum free of Pizza Hut” could trade higher, reinforcing the market’s view that a possible sale would be a value-creating move for YUM. Jim Cramer Believes “A Yum Free of Pizza Hut Is a Yum That’s Going to Trade Much Higher”
Positive Sentiment: Analyst commentary raised Yum’s fair value estimate and cited stronger KFC and Taco Bell fundamentals, suggesting the stock may still have upside if the Pizza Hut situation is resolved favorably. How The Investment Story Is Shifting For Yum Brands (YUM) After New Targets And Pizza Hut Talks
Neutral Sentiment: Yum announced that COO and Chief People Officer Tracy Skeans will retire after 25 years, a leadership change that adds some succession-planning focus but is not clearly a major business setback. Yum Brands COO Tracy Skeans stepping down after 25 years with the company
Neutral Sentiment: Separate coverage repeated the retirement news, keeping the focus on management transition rather than a change in near-term operating results. Yum Brands COO and chief people officer to retire after 25 years with the company

Insider Transactions at Yum! Brands

In other Yum! Brands news, CEO Christopher Lee Turner sold 270 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $148.14, for a total value of $39,997.80. Following the sale, the chief executive officer directly owned 64,282 shares in the company, valued at $9,522,735.48. This represents a 0.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Scott Mezvinsky sold 261 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $148.14, for a total value of $38,664.54. Following the completion of the sale, the chief executive officer owned 483 shares in the company, valued at $71,551.62. This trade represents a 35.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 5,895 shares of company stock valued at $906,499. Company insiders own 0.14% of the company’s stock.

Yum! Brands Profile

(Free Report)

Yum! Brands, Inc (NYSE: YUM) is a global quick-service restaurant company that develops, operates and franchises a portfolio of well-known restaurant brands. The company’s principal brands are KFC, Pizza Hut and Taco Bell, each focused on distinct product categories—KFC on fried chicken and related menu items, Pizza Hut on pizza and complementary offerings, and Taco Bell on Mexican-inspired quick-service food. Yum! is headquartered in Louisville, Kentucky and was formed as Tricon Global Restaurants in 1997 when PepsiCo spun off its restaurant businesses, later adopting the Yum! Brands name.

The company’s operating model centers on brand development, system growth and franchising; a large portion of its restaurants are operated by independent franchisees, and Yum! generates revenue through franchise royalties and fees in addition to sales from company-operated locations.