Capital Group Private Client Services Inc. Has $17.81 Million Stock Position in Mondelez International, Inc. $MDLZ

Key Points

• Capital Group Private Client Services cut its stake in Mondelez by 78.8% in Q3, selling 1,058,687 shares and leaving a position of 285,125 shares worth $17.81 million.
• Other institutions mostly added to positions (notably Confluence Investment Management up 324.5% to 2,223,914 shares), leaving institutional ownership at 78.32% of the stock.
• Analysts carry a consensus "Moderate Buy" with a $67.06 target; Mondelez beat Q results (EPS $0.72 vs. $0.70), set FY2026 guidance of 2.920–3.070 EPS, and announced a $0.50 quarterly dividend (a 3.4% yield with a >100% payout ratio).

Capital Group Private Client Services Inc. lowered its stake in Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 78.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 285,125 shares of the company's stock after selling 1,058,687 shares during the quarter. Capital Group Private Client Services Inc.'s holdings in Mondelez International were worth $17,812,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Asset Management One Co. Ltd. lifted its position in shares of Mondelez International by 3.1% in the 3rd quarter. Asset Management One Co. Ltd. now owns 726,923 shares of the company's stock valued at $45,411,000 after acquiring an additional 22,194 shares in the last quarter. Deprince Race & Zollo Inc. boosted its stake in Mondelez International by 70.5% in the 3rd quarter. Deprince Race & Zollo Inc. now owns 469,058 shares of the company's stock worth $29,302,000 after purchasing an additional 193,956 shares during the period. Oregon Public Employees Retirement Fund grew its position in Mondelez International by 32.2% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 147,913 shares of the company's stock worth $9,240,000 after purchasing an additional 36,037 shares in the last quarter. Jones Financial Companies Lllp grew its position in Mondelez International by 8.0% during the 3rd quarter. Jones Financial Companies Lllp now owns 622,082 shares of the company's stock worth $39,220,000 after purchasing an additional 46,182 shares in the last quarter. Finally, Confluence Investment Management LLC raised its stake in Mondelez International by 324.5% during the 3rd quarter. Confluence Investment Management LLC now owns 2,223,914 shares of the company's stock valued at $138,928,000 after purchasing an additional 1,699,980 shares during the period. Institutional investors and hedge funds own 78.32% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. Weiss Ratings restated a "hold (c)" rating on shares of Mondelez International in a report on Friday, January 9th. Piper Sandler lifted their price target on Mondelez International from $62.00 to $64.00 and gave the company a "neutral" rating in a report on Wednesday, February 4th. Zacks Research raised Mondelez International from a "strong sell" rating to a "hold" rating in a research report on Wednesday, February 25th. Bank of America reduced their price objective on Mondelez International from $69.00 to $62.00 and set a "buy" rating for the company in a research note on Friday, December 19th. Finally, Wall Street Zen upgraded Mondelez International from a "sell" rating to a "hold" rating in a research report on Saturday, February 7th. Thirteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $67.06.

Insiders Place Their Bets

In other Mondelez International news, EVP Gustavo Carlos Valle sold 3,000 shares of the company's stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $62.00, for a total value of $186,000.00. Following the transaction, the executive vice president directly owned 99,596 shares of the company's stock, valued at $6,174,952. This represents a 2.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.41% of the stock is currently owned by insiders.

Mondelez International Trading Down 0.4%

Shares of NASDAQ:MDLZ opened at $58.17 on Tuesday. The firm has a fifty day moving average of $58.13 and a two-hundred day moving average of $58.74. The company has a quick ratio of 0.39, a current ratio of 0.59 and a debt-to-equity ratio of 0.67. Mondelez International, Inc. has a 12-month low of $51.20 and a 12-month high of $71.15. The firm has a market capitalization of $74.57 billion, a P/E ratio of 30.94, a price-to-earnings-growth ratio of 2.43 and a beta of 0.38.

Mondelez International (NASDAQ:MDLZ - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The company reported $0.72 earnings per share for the quarter, topping analysts' consensus estimates of $0.70 by $0.02. Mondelez International had a net margin of 6.36% and a return on equity of 14.53%. The business had revenue of $10.50 billion for the quarter, compared to the consensus estimate of $10.32 billion. During the same period in the prior year, the business posted $0.65 earnings per share. Mondelez International's revenue for the quarter was up 9.3% compared to the same quarter last year. Mondelez International has set its FY 2026 guidance at 2.920-3.070 EPS. On average, equities analysts expect that Mondelez International, Inc. will post 2.9 EPS for the current fiscal year.

Mondelez International Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 31st will be paid a $0.50 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $2.00 dividend on an annualized basis and a yield of 3.4%. Mondelez International's payout ratio is 106.38%.

Mondelez International Profile

Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.

The company's product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.

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