Bank Julius Baer & Co. Ltd Zurich Has $151,000 Stock Holdings in Yum! Brands, Inc. $YUM

Key Points

• Bank Julius Baer & Co. Ltd Zurich slashed its Yum! Brands stake by 89.4% in the fourth quarter, leaving it with 1,000 shares worth about $151,000.
• Several other institutional investors also adjusted their YUM positions, and hedge funds and institutions still own 82.37% of the company’s stock.
• Yum! Brands reported a strong quarter with $1.50 EPS and $2.06 billion in revenue, both topping estimates, while analysts generally remain constructive with a Moderate Buy consensus and a target price of $176.22.

Bank Julius Baer & Co. Ltd Zurich decreased its holdings in Yum! Brands, Inc. (NYSE:YUM - Free Report) by 89.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,000 shares of the restaurant operator's stock after selling 8,401 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich's holdings in Yum! Brands were worth $151,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in YUM. Brighton Jones LLC raised its stake in shares of Yum! Brands by 8.0% in the 4th quarter. Brighton Jones LLC now owns 7,861 shares of the restaurant operator's stock valued at $1,055,000 after buying an additional 583 shares in the last quarter. First Trust Advisors LP increased its position in shares of Yum! Brands by 124.5% during the 2nd quarter. First Trust Advisors LP now owns 151,316 shares of the restaurant operator's stock worth $22,422,000 after purchasing an additional 83,916 shares in the last quarter. CIBC Asset Management Inc increased its position in shares of Yum! Brands by 10.0% during the 2nd quarter. CIBC Asset Management Inc now owns 117,824 shares of the restaurant operator's stock worth $17,447,000 after purchasing an additional 10,755 shares in the last quarter. Treasurer of the State of North Carolina increased its position in shares of Yum! Brands by 1.0% during the 2nd quarter. Treasurer of the State of North Carolina now owns 130,205 shares of the restaurant operator's stock worth $19,294,000 after purchasing an additional 1,256 shares in the last quarter. Finally, HUB Investment Partners LLC increased its position in shares of Yum! Brands by 59.1% during the 2nd quarter. HUB Investment Partners LLC now owns 2,319 shares of the restaurant operator's stock worth $344,000 after purchasing an additional 861 shares in the last quarter. Institutional investors and hedge funds own 82.37% of the company's stock.

More Yum! Brands News

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

• Positive Sentiment: Zacks Research raised multiple earnings estimates for Yum! Brands, including FY2026, FY2027, and FY2028, signaling improved profit expectations and a potentially stronger forward outlook for the restaurant operator.
• Positive Sentiment: The company declared a quarterly dividend of $0.75 per share, reinforcing its capital-return profile and offering income support for shareholders.
• Positive Sentiment: Yum! Brands’ India franchisee reported stronger operating trends, including a narrower loss and higher profit in FY24, which may suggest solid underlying demand for KFC and related brands in key international markets. Article: Yum Brands' India franchisee posts narrower loss on KFC sales upswing
• Neutral Sentiment: RestaurantBusiness Online highlighted leadership lessons and brand-building at Yum! Brands, but the piece appears more informational than market-moving. Article: Operator Spotlight – Building Brands Over Time: Leadership Lessons from Yum! Brands
• Neutral Sentiment: MarketWatch noted that Yum! Brands stock underperformed peers, which suggests some near-term relative weakness but does not by itself indicate a major fundamental shift. Article: Yum! Brands Inc. stock underperforms Wednesday when compared to competitors
• Negative Sentiment: COO Tracy L. Skeans sold 1,837 shares in a pre-arranged 10b5-1 transaction, a disclosure that can create a modest headwind for sentiment even though it was not a discretionary sale.
• Negative Sentiment: The pizza restaurant sector has been facing cost and demand pressure, highlighted by another chain’s Chapter 11 filing; while not specific to Yum!, it underscores broader industry caution for restaurant investors.

Insider Transactions at Yum! Brands

In other news, COO Tracy L. Skeans sold 1,837 shares of Yum! Brands stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $152.00, for a total transaction of $279,224.00. Following the completion of the sale, the chief operating officer owned 3,497 shares in the company, valued at $531,544. The trade was a 34.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Christopher Lee Turner sold 250 shares of Yum! Brands stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $160.48, for a total transaction of $40,120.00. Following the sale, the chief executive officer owned 64,552 shares of the company's stock, valued at approximately $10,359,304.96. This represents a 0.39% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,890 shares of company stock worth $451,123 in the last quarter. 0.14% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. increased their target price on shares of Yum! Brands from $160.00 to $170.00 and gave the stock an "overweight" rating in a research report on Tuesday, February 24th. UBS Group reiterated a "buy" rating and set a $180.00 target price on shares of Yum! Brands in a research report on Monday, February 2nd. Guggenheim reiterated a "buy" rating and set a $180.00 target price on shares of Yum! Brands in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft set a $177.00 target price on shares of Yum! Brands in a research report on Thursday, April 30th. Finally, Citigroup increased their target price on shares of Yum! Brands from $174.00 to $175.00 and gave the stock a "neutral" rating in a research report on Thursday, April 30th. Twelve equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $176.22.

Yum! Brands Price Performance

Shares of NYSE:YUM opened at $150.25 on Monday. Yum! Brands, Inc. has a one year low of $137.33 and a one year high of $169.39. The company has a 50 day moving average of $157.70 and a 200-day moving average of $155.08. The stock has a market cap of $41.41 billion, a price-to-earnings ratio of 24.23, a P/E/G ratio of 1.91 and a beta of 0.61.

Yum! Brands (NYSE:YUM - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The restaurant operator reported $1.50 EPS for the quarter, topping the consensus estimate of $1.39 by $0.11. Yum! Brands had a net margin of 20.48% and a negative return on equity of 23.51%. The company had revenue of $2.06 billion during the quarter, compared to analysts' expectations of $2.04 billion. During the same quarter in the previous year, the company earned $1.30 EPS. Yum! Brands's revenue was up 15.2% on a year-over-year basis. Equities research analysts anticipate that Yum! Brands, Inc. will post 6.77 earnings per share for the current year.

Yum! Brands Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Wednesday, May 27th will be given a dividend of $0.75 per share. The ex-dividend date is Wednesday, May 27th. This represents a $3.00 annualized dividend and a dividend yield of 2.0%. Yum! Brands's payout ratio is currently 48.39%.

Yum! Brands 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.

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