72,538 Yum! Brands, Inc. $YUM Shares Purchased by International Assets Investment Management LLC

International Assets Investment Management LLC boosted its holdings in Yum! Brands, Inc. (NYSE:YUM) by 2,946.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 75,000 shares of the restaurant operator’s stock after buying an additional 72,538 shares during the period. International Assets Investment Management LLC’s holdings in Yum! Brands were worth $10,226,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. BlackRock Inc. purchased a new stake in Yum! Brands during the second quarter worth approximately $4,186,811,000. Wellington Management Group LLP increased its position in shares of Yum! Brands by 1,373.2% in the second quarter. Wellington Management Group LLP now owns 4,631,940 shares of the restaurant operator’s stock worth $740,462,000 after acquiring an additional 4,317,526 shares in the last quarter. Bank of America Corp DE acquired a new stake in shares of Yum! Brands in the second quarter worth $638,589,000. Legal & General Group Plc acquired a new stake in shares of Yum! Brands in the second quarter worth $297,591,000. Finally, Bank of New York Mellon Corp purchased a new position in shares of Yum! Brands in the 2nd quarter valued at $279,432,000. 82.37% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, VP David Russell sold 7,961 shares of Yum! Brands stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $153.15, for a total transaction of $1,219,227.15. Following the sale, the vice president owned 11,960 shares of the company’s stock, valued at $1,831,674. The trade was a 39.96% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Tracy L. Skeans sold 3,494 shares of the business’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $158.00, for a total transaction of $552,052.00. Following the completion of the transaction, the chief operating officer owned 3 shares in the company, valued at $474. This represents a 99.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,778 shares of company stock valued at $1,966,393 in the last 90 days. Company insiders own 0.14% of the company’s stock.

Analyst Ratings Changes

YUM has been the topic of several recent research reports. Wells Fargo & Company upgraded shares of Yum! Brands from an “equal weight” rating to an “overweight” rating and lifted their target price for the company from $165.00 to $175.00 in a report on Thursday, September 10th. Rothschild & Co Redburn lowered their price target on Yum! Brands from $184.00 to $175.00 and set a “buy” rating for the company in a report on Wednesday, September 30th. TD Cowen lowered their price target on Yum! Brands from $180.00 to $177.00 and set a “buy” rating for the company in a report on Wednesday, October 7th. Bank of America raised their price objective on Yum! Brands from $191.00 to $193.00 and gave the company a “neutral” rating in a research report on Monday, July 20th. Finally, Gordon Haskett reduced their price objective on Yum! Brands from $182.00 to $180.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Fourteen investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, Yum! Brands has an average rating of “Moderate Buy” and a consensus price target of $171.65.

Yum! Brands Stock Up 0.4%

Shares of NYSE:YUM opened at $155.24 on Friday. Yum! Brands, Inc. has a 52-week low of $134.26 and a 52-week high of $170.14. The company has a 50 day moving average of $146.22 and a two-hundred day moving average of $153.48. The company has a market capitalization of $42.36 billion, a price-to-earnings ratio of 19.53, a price-to-earnings-growth ratio of 2.38 and a beta of 0.55.

Yum! Brands (NYSE:YUM) last posted its quarterly earnings data on Thursday, July 30th. The restaurant operator reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.04. Yum! Brands had a net margin of 25.42% and a negative return on equity of 24.57%. The company had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.18 billion. During the same quarter last year, the firm posted $1.44 earnings per share. The business’s quarterly revenue was up 12.2% on a year-over-year basis. On average, equities analysts anticipate that Yum! Brands, Inc. will post 6.64 earnings per share for the current year.

Yum! Brands Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Wednesday, September 9th were issued a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Wednesday, September 9th. Yum! Brands’s dividend payout ratio (DPR) is presently 37.74%.

Key Yum! Brands News

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

• Positive Sentiment: Yum! Brands’ share price recently crossed above its 200-day moving average, a technical signal that may attract momentum-oriented investors and suggest improving market sentiment. Yum! Brands Share Price Crosses Above 200-Day Moving Average
• Positive Sentiment: A valuation analysis argues that YUM may still trade below its estimated fair value despite a strong multiyear shareholder return, supporting the view that the stock could have additional upside if expected cash-flow growth materializes. Yum! Brands Stock Looks Below Fair Value
• Positive Sentiment: Analysts are watching continued KFC expansion and international growth as potential drivers of third-quarter results. These areas could offset weakness in the U.S. and reinforce Yum’s long-term growth strategy. YUM Set to Report Q3 Earnings
• Neutral Sentiment: Yum! Brands is being highlighted alongside other large restaurant dividend stocks, which may support investor interest but does not represent a new company-specific catalyst. Restaurant Dividend Stocks to Watch
• Neutral Sentiment: Pre-earnings analysis is focusing on sales, same-store performance, margins and other operating metrics for the quarter ended September 2026. The reports provide context but no actual quarterly results yet. Unlocking Q3 Potential of Yum
• Negative Sentiment: Taco Bell’s U.S. business is facing sales and margin pressure, creating a risk that weaker domestic trends could temper the benefit from KFC and international growth. KFC Growth and Taco Bell Trends in Focus

Yum! Brands Profile

Yum! Brands, Inc is a global restaurant company that operates, franchises and licenses quick-service and fast-casual restaurants. Its principal brands are KFC, which specializes in fried and other chicken products; Taco Bell, which offers Mexican-inspired food; Pizza Hut, which sells pizzas and related menu items; and The Habit Burger Grill, a fast-casual burger restaurant chain.

The company’s business is primarily franchise-based, with restaurants operated by independent franchisees and licensees alongside company-operated locations.