Strategic Investment Advisors MI Invests $647,000 in Mondelez International, Inc. $MDLZ

Strategic Investment Advisors MI bought a new stake in Mondelez International, Inc. (NASDAQ:MDLZ) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 11,223 shares of the company’s stock, valued at approximately $647,000.

Several other institutional investors and hedge funds have also bought and sold shares of MDLZ. South Dakota Investment Council raised its stake in shares of Mondelez International by 16.8% during the 1st quarter. South Dakota Investment Council now owns 196,927 shares of the company’s stock worth $11,351,000 after purchasing an additional 28,300 shares in the last quarter. Claris Financial LLC acquired a new position in Mondelez International during the first quarter worth $212,000. Encore Global Management LP bought a new stake in Mondelez International during the first quarter worth $3,170,000. Amundi raised its position in Mondelez International by 18.0% during the first quarter. Amundi now owns 3,243,030 shares of the company’s stock worth $186,928,000 after acquiring an additional 494,996 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its stake in Mondelez International by 3.4% in the first quarter. EverSource Wealth Advisors LLC now owns 11,766 shares of the company’s stock valued at $678,000 after acquiring an additional 390 shares during the last quarter. Institutional investors own 78.32% of the company’s stock.

Key Stories Impacting Mondelez International

Here are the key news stories impacting Mondelez International this week:

• Positive Sentiment: Strong second-quarter results and improved outlook: Mondelez beat earnings and revenue expectations, supported by pricing and volume growth. Management also raised its 2026 organic-sales outlook, while emerging markets and European sales were highlighted as growth areas. Mondelez Q2 Earnings Beat Estimates, 2026 Organic Sales Outlook Up
• Positive Sentiment: Analysts raised price targets: Barclays increased its target to $70 and maintained an “overweight” rating. BNP Paribas Exane and TD Cowen also raised targets to $70, while JPMorgan lifted its target to $72 and kept an “overweight” rating. The revisions indicate continued confidence in Mondelez’s earnings growth and pricing power. Analyst price-target updates
• Positive Sentiment: Brand innovation could support demand: CHIPS AHOY! launched a limited-edition mystery flavor campaign designed to increase consumer engagement and generate promotional interest, although the direct financial impact is likely modest. CHIPS AHOY! mystery flavor launch
• Neutral Sentiment: Wall Street views are not uniform: Coverage shows both bullish and bearish opinions on Mondelez and other consumer-goods stocks. Investors remain focused on whether pricing can be sustained without weakening volumes or consumer demand. Wall Street sentiment on Mondelez
• Negative Sentiment: Macro pressure weighed on the stock: A sharp market sell-off tied to surging oil prices, U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision likely pressured defensive consumer stocks, including MDLZ, despite its solid earnings report. Market sell-off and oil surge

Analyst Upgrades and Downgrades

MDLZ has been the subject of a number of analyst reports. Barclays lifted their price objective on shares of Mondelez International from $68.00 to $70.00 and gave the company an “overweight” rating in a research report on Thursday. UBS Group lifted their price target on Mondelez International from $62.00 to $64.00 and gave the stock a “neutral” rating in a report on Wednesday, April 29th. TD Cowen boosted their price target on Mondelez International from $67.00 to $70.00 and gave the stock a “buy” rating in a research report on Wednesday. Jefferies Financial Group restated a “buy” rating and issued a $73.00 price objective on shares of Mondelez International in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Mondelez International in a research report on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, Mondelez International currently has a consensus rating of “Moderate Buy” and a consensus target price of $67.30.

Mondelez International Stock Performance

NASDAQ MDLZ opened at $63.08 on Friday. The stock has a market cap of $80.97 billion, a PE ratio of 23.19, a P/E/G ratio of 2.70 and a beta of 0.39. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.37 and a current ratio of 0.60. The firm has a 50-day moving average of $60.98 and a 200-day moving average of $59.53. Mondelez International, Inc. has a 52-week low of $51.20 and a 52-week high of $66.65.

Mondelez International (NASDAQ:MDLZ) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.73 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.05. The business had revenue of $9.36 billion for the quarter, compared to analyst estimates of $9.21 billion. Mondelez International had a net margin of 8.86% and a return on equity of 14.07%. Mondelez International’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.73 EPS. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. On average, sell-side analysts anticipate that Mondelez International, Inc. will post 3.04 EPS for the current year.

Mondelez International Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 30th were given a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.00 annualized dividend and a dividend yield of 3.2%. Mondelez International’s dividend payout ratio is presently 99.50%.

Mondelez International Profile

Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.

The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.