Equities Analysts Offer Predictions for MDLZ FY2026 Earnings

Key Points

• DA Davidson has revised its earnings per share estimate for Mondelez International to $3.32 for FY2026, down from $3.40, maintaining a "Neutral" rating with a price target of $68.00.
• Mondelez International reported quarterly earnings of $0.73 EPS, surpassing estimates, with revenues reaching $8.98 billion, a 7.7% year-over-year increase.
• The company announced a quarterly dividend increase to $0.50 per share, boosting its annualized dividend yield to 3.2%.

Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) - DA Davidson decreased their FY2026 earnings per share estimates for shares of Mondelez International in a report released on Monday, August 4th. DA Davidson analyst B. Holland now forecasts that the company will earn $3.32 per share for the year, down from their previous estimate of $3.40. DA Davidson currently has a "Neutral" rating and a $68.00 target price on the stock. The consensus estimate for Mondelez International's current full-year earnings is $2.90 per share.

Several other analysts also recently weighed in on MDLZ. Wells Fargo & Company upgraded Mondelez International from an "equal weight" rating to an "overweight" rating and increased their target price for the company from $68.00 to $78.00 in a research note on Friday, June 20th. Dbs Bank upgraded Mondelez International from a "hold" rating to a "moderate buy" rating in a research report on Friday, August 1st. Jefferies Financial Group upgraded Mondelez International from a "hold" rating to a "buy" rating and boosted their price objective for the company from $66.00 to $78.00 in a research report on Thursday, July 17th. Royal Bank Of Canada restated an "outperform" rating and set a $69.00 price objective on shares of Mondelez International in a research report on Monday, April 28th. Finally, JPMorgan Chase & Co. boosted their price objective on Mondelez International from $64.00 to $74.00 and gave the company an "overweight" rating in a research report on Friday, April 11th. One analyst has rated the stock with a sell rating, five have given a hold rating and fourteen have issued a buy rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $71.95.

Mondelez International Stock Performance

NASDAQ:MDLZ traded down $0.57 during mid-day trading on Wednesday, hitting $61.83. 6,419,737 shares of the company's stock traded hands, compared to its average volume of 8,121,417. The firm has a 50 day moving average of $67.28 and a two-hundred day moving average of $65.41. Mondelez International has a 12 month low of $53.95 and a 12 month high of $76.06. The firm has a market capitalization of $80.06 billion, a price-to-earnings ratio of 22.65, a price-to-earnings-growth ratio of 4.72 and a beta of 0.46. The company has a current ratio of 0.64, a quick ratio of 0.39 and a debt-to-equity ratio of 0.69.

Mondelez International (NASDAQ:MDLZ - Get Free Report) last announced its earnings results on Tuesday, July 29th. The company reported $0.73 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.05. Mondelez International had a return on equity of 15.35% and a net margin of 9.84%. The firm had revenue of $8.98 billion during the quarter, compared to the consensus estimate of $8.82 billion. During the same quarter in the prior year, the company earned $0.86 EPS. The firm's revenue for the quarter was up 7.7% compared to the same quarter last year.

Hedge Funds Weigh In On Mondelez International

Hedge funds and other institutional investors have recently modified their holdings of the stock. Price T Rowe Associates Inc. MD increased its holdings in Mondelez International by 90.1% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 29,017,101 shares of the company's stock valued at $1,968,811,000 after purchasing an additional 13,755,181 shares in the last quarter. Nuveen LLC acquired a new stake in Mondelez International during the 1st quarter valued at $866,843,000. Capital Research Global Investors increased its holdings in Mondelez International by 13.9% during the 4th quarter. Capital Research Global Investors now owns 37,529,511 shares of the company's stock valued at $2,241,637,000 after purchasing an additional 4,572,555 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in Mondelez International by 57.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 9,446,774 shares of the company's stock valued at $640,964,000 after purchasing an additional 3,454,174 shares in the last quarter. Finally, Vaughan Nelson Investment Management L.P. acquired a new stake in Mondelez International during the 1st quarter valued at $189,930,000. Institutional investors own 78.32% of the company's stock.

Mondelez International Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, October 14th. Investors of record on Tuesday, September 30th will be given a dividend of $0.50 per share. This is a boost from Mondelez International's previous quarterly dividend of $0.47. The ex-dividend date is Tuesday, September 30th. This represents a $2.00 annualized dividend and a dividend yield of 3.2%. Mondelez International's dividend payout ratio is 68.86%.

Mondelez International Company Profile

Mondelez International, Inc, through its subsidiaries, manufactures, markets, and sells snack food and beverage products in the Latin America, North America, Asia, the Middle East, Africa, and Europe. It provides biscuits and baked snacks, including cookies, crackers, salted snacks, snack bars, and cakes and pastries; chocolates; and gums and candies, as well as various cheese and grocery, and powdered beverage products.