34,150 Shares in Yum China $YUMC Bought by Polymer Capital Management HK LTD

Polymer Capital Management HK LTD acquired a new position in shares of Yum China (NYSE:YUMC) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 34,150 shares of the company’s stock, valued at approximately $1,392,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in YUMC. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of Yum China in the second quarter valued at about $32,533,000. DLD Asset Management LP purchased a new position in Yum China in the 2nd quarter valued at about $245,000. Commerce Bank purchased a new position in Yum China in the 2nd quarter valued at about $1,708,000. Northwestern Mutual Wealth Management Co. acquired a new stake in Yum China in the 2nd quarter worth about $441,000. Finally, Quantbot Technologies LP purchased a new stake in Yum China during the 2nd quarter worth approximately $117,000. 85.58% of the stock is owned by hedge funds and other institutional investors.

Yum China Stock Performance

YUMC opened at $49.47 on Monday. Yum China has a twelve month low of $40.15 and a twelve month high of $58.39. The firm has a market capitalization of $16.94 billion, a PE ratio of 18.12, a PEG ratio of 1.30 and a beta of 0.09. The company has a current ratio of 0.96, a quick ratio of 0.78 and a debt-to-equity ratio of 0.01. The firm’s 50-day moving average price is $44.50 and its 200 day moving average price is $47.85.

Yum China (NYSE:YUMC) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.70 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $0.03. Yum China had a net margin of 7.84% and a return on equity of 15.82%. The company had revenue of $3.14 billion during the quarter, compared to the consensus estimate of $3.05 billion. During the same quarter in the prior year, the firm earned $0.58 EPS. Yum China’s quarterly revenue was up 12.6% on a year-over-year basis. As a group, sell-side analysts expect that Yum China will post 2.95 EPS for the current fiscal year.

Yum China Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Thursday, August 27th will be given a $0.29 dividend. The ex-dividend date is Thursday, August 27th. This represents a $1.16 dividend on an annualized basis and a dividend yield of 2.3%. Yum China’s dividend payout ratio is 42.49%.

Analyst Ratings Changes

YUMC has been the subject of a number of research analyst reports. Wall Street Zen raised Yum China from a “hold” rating to a “buy” rating in a report on Monday, August 17th. Weiss Ratings cut Yum China from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, May 26th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $59.00 price objective on shares of Yum China in a research note on Thursday, July 30th. Three research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Yum China has a consensus rating of “Moderate Buy” and a consensus price target of $59.21.

Insider Activity at Yum China

In other Yum China news, insider Jeff Kuai sold 14,586 shares of the business’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $47.72, for a total transaction of $696,043.92. Following the transaction, the insider owned 63,541 shares of the company’s stock, valued at approximately $3,032,176.52. The trade was a 18.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Duoduo (Howard) Huang sold 24,096 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $47.08, for a total value of $1,134,439.68. Following the completion of the sale, the insider owned 7,589 shares of the company’s stock, valued at approximately $357,290.12. The trade was a 76.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.44% of the stock is currently owned by company insiders.

Yum China Profile

Yum China Holdings, Inc operates as the largest quick-service restaurant company in China, through its ownership and franchising of brands such as KFC, Pizza Hut and Taco Bell. The company’s core business encompasses full-service and fast‐casual dining, takeout and delivery channels, as well as ancillary services including loyalty programs and digital ordering platforms. Yum China’s restaurants offer a diverse menu that adapts global brand concepts to local consumer preferences, featuring items such as soy‐marinated chicken, customized pizzas and region‐inspired side dishes.

In addition to its signature brands, Yum China has expanded its portfolio to include innovative concepts tailored to evolving market trends, such as plant‐based offerings, self‐service kiosks and mobile app integrations.