Glenmede Trust Co. NA Has $22.21 Million Holdings in Yum! Brands, Inc. $YUM

Glenmede Trust Co. NA trimmed its position in Yum! Brands, Inc. (NYSE:YUM) by 2.5% in the first quarter, according to its most recent filing with the SEC. The fund owned 142,865 shares of the restaurant operator’s stock after selling 3,708 shares during the period. Glenmede Trust Co. NA’s holdings in Yum! Brands were worth $22,213,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the company. Hsbc Holdings PLC boosted its position in Yum! Brands by 5.9% during the 4th quarter. Hsbc Holdings PLC now owns 569,676 shares of the restaurant operator’s stock worth $86,197,000 after buying an additional 31,836 shares during the period. Bleakley Financial Group LLC acquired a new position in Yum! Brands in the 1st quarter valued at approximately $1,589,000. Mitsubishi UFJ Asset Management Co. Ltd. increased its position in Yum! Brands by 5.4% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 584,953 shares of the restaurant operator’s stock valued at $88,030,000 after acquiring an additional 30,075 shares during the period. AustralianSuper Pty Ltd bought a new position in shares of Yum! Brands during the fourth quarter valued at $1,264,000. Finally, Ethos Capital Management Inc. bought a new position in shares of Yum! Brands during the fourth quarter valued at $1,372,000. Institutional investors and hedge funds own 82.37% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on YUM. Weiss Ratings cut shares of Yum! Brands from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday. Royal Bank Of Canada lifted their target price on Yum! Brands from $165.00 to $170.00 and gave the stock a “sector perform” rating in a report on Friday. Evercore reiterated an “outperform” rating on shares of Yum! Brands in a research report on Tuesday, June 16th. Citigroup increased their price target on Yum! Brands from $175.00 to $178.00 and gave the company a “neutral” rating in a research note on Sunday, July 12th. Finally, Morgan Stanley upgraded Yum! Brands from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $180.00 to $185.00 in a research report on Wednesday, June 3rd. Eleven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Yum! Brands presently has a consensus rating of “Moderate Buy” and a consensus target price of $174.94.

Insider Transactions at Yum! Brands

In other news, CEO Scott Mezvinsky sold 277 shares of Yum! Brands stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $160.42, for a total value of $44,436.34. Following the completion of the transaction, the chief executive officer directly owned 483 shares of the company’s stock, valued at approximately $77,482.86. This trade represents a 36.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Tracy L. Skeans sold 1,837 shares of the business’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $152.00, for a total value of $279,224.00. Following the completion of the transaction, the chief operating officer directly owned 3,497 shares in the company, valued at $531,544. This represents a 34.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 11,896 shares of company stock worth $1,869,148. Corporate insiders own 0.14% of the company’s stock.

Yum! Brands Stock Performance

NYSE:YUM opened at $153.21 on Friday. Yum! Brands, Inc. has a 52 week low of $137.33 and a 52 week high of $170.14. The firm’s fifty day moving average is $153.94 and its 200-day moving average is $156.71. The firm has a market cap of $42.23 billion, a P/E ratio of 19.27, a P/E/G ratio of 1.93 and a beta of 0.56.

Yum! Brands (NYSE:YUM) last announced its earnings results on Thursday, July 30th. The restaurant operator reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.04. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.18 billion. Yum! Brands had a net margin of 25.42% and a negative return on equity of 24.57%. Yum! Brands’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.44 earnings per share. As a group, sell-side analysts anticipate that Yum! Brands, Inc. will post 6.66 earnings per share for the current year.

Yum! Brands Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 12th. Shareholders of record on Wednesday, May 27th were issued a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Wednesday, May 27th. Yum! Brands’s dividend payout ratio (DPR) is presently 48.39%.

Yum! Brands announced that its Board of Directors has approved a stock repurchase program on Tuesday, June 16th that authorizes the company to buyback $4.00 billion in shares. This buyback authorization authorizes the restaurant operator to buy up to 9.4% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its stock is undervalued.

Key Stories Impacting Yum! Brands

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

• Positive Sentiment: Second-quarter earnings exceeded expectations. Adjusted EPS was $1.62, above the $1.58–$1.59 analyst consensus, while revenue increased 12.2% year over year to $2.17 billion. Net income surged 128% to $853 million, supported by higher sales, strong Taco Bell performance and improved restaurant-level margins. Yum! Brands Reports Second-Quarter Results
• Positive Sentiment: Pizza Hut’s planned $2.7 billion sale could sharpen Yum’s focus. Management is exiting the weaker-performing Pizza Hut business and intends to concentrate capital and resources on KFC, Taco Bell and its other growth brands. Yum also outlined a KFC transformation strategy spanning its 20 largest markets through the end of 2027. Yum outlines Pizza Hut sale for $2.7B
• Positive Sentiment: Loyalty and digital initiatives remain growth drivers. Taco Bell and KFC are expanding rewards programs and using targeted promotions to increase customer frequency, while brand innovation and global restaurant expansion support longer-term sales growth. Yum Brands doubles down on loyalty

Yum! Brands Company Profile

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.