Coppell Advisory Solutions LLC Invests $3.67 Million in Yum! Brands, Inc. $YUM

Coppell Advisory Solutions LLC purchased a new position in shares of Yum! Brands, Inc. (NYSE:YUM - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 22,968 shares of the restaurant operator's stock, valued at approximately $3,672,000.

A number of other large investors also recently bought and sold shares of YUM. BlackRock Inc. purchased a new stake in shares of Yum! Brands during the second quarter valued at $4,186,811,000. Norges Bank purchased a new position in Yum! Brands in the 4th quarter worth about $706,799,000. Wellington Management Group LLP lifted its holdings in Yum! Brands by 1,373.2% during the 2nd quarter. Wellington Management Group LLP now owns 4,631,940 shares of the restaurant operator's stock valued at $740,462,000 after buying an additional 4,317,526 shares in the last quarter. Bank of America Corp DE bought a new stake in Yum! Brands during the 2nd quarter valued at about $638,589,000. Finally, Capital International Investors boosted its position in Yum! Brands by 20.0% in the 4th quarter. Capital International Investors now owns 19,419,826 shares of the restaurant operator's stock valued at $2,938,139,000 after buying an additional 3,240,190 shares during the period. Hedge funds and other institutional investors own 82.37% of the company's stock.

Yum! Brands Stock Performance

NYSE YUM opened at $151.21 on Thursday. The company has a market cap of $41.27 billion, a PE ratio of 19.02, a P/E/G ratio of 2.42 and a beta of 0.55. The firm's 50 day moving average price is $153.50 and its 200-day moving average price is $155.62. Yum! Brands, Inc. has a 52-week low of $137.33 and a 52-week high of $170.14.

Yum! Brands (NYSE:YUM - Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The restaurant operator reported $1.62 EPS for the quarter, topping analysts' consensus estimates of $1.58 by $0.04. The company 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 revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.44 earnings per share. On average, analysts forecast that Yum! Brands, Inc. will post 6.49 earnings per share for the current fiscal year.

Yum! Brands Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Wednesday, September 9th will be given a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Wednesday, September 9th. Yum! Brands's payout ratio is presently 37.74%.

Yum! Brands announced that its board has authorized a share buyback program on Tuesday, June 16th that allows the company to repurchase $4.00 billion in shares. This repurchase authorization allows the restaurant operator to buy up to 9.4% of its shares through open market purchases. Shares repurchase programs are often a sign that the company's board of directors believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on YUM. Argus reduced their target price on shares of Yum! Brands from $185.00 to $180.00 and set a "buy" rating on the stock in a research report on Monday, August 17th. Citigroup raised their price objective on Yum! Brands from $175.00 to $178.00 and gave the stock a "neutral" rating in a report on Sunday, July 12th. Royal Bank Of Canada lifted their target price on Yum! Brands from $165.00 to $170.00 and gave the company a "sector perform" rating in a research report on Friday, July 31st. TD Cowen reissued a "buy" rating and set a $180.00 price target on shares of Yum! Brands in a research report on Tuesday, June 16th. Finally, Robert W. Baird upgraded Yum! Brands to a "strong-buy" rating in a research note on Monday, August 24th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $174.65.

Insider Activity

In other Yum! Brands news, COO Tracy L. Skeans sold 3,494 shares of the business's stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $158.00, for a total value of $552,052.00. Following the completion of the transaction, the chief operating officer directly owned 3 shares in the company, valued at approximately $474. The trade was a 99.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Christopher Lee Turner sold 261 shares of the stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $153.15, for a total transaction of $39,972.15. Following the sale, the chief executive officer directly owned 63,771 shares of the company's stock, valued at approximately $9,766,528.65. The trade was a 0.41% decrease in their ownership of the stock. 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 18,780 shares of company stock worth $2,940,693 over the last ninety days. 0.14% of the stock is currently owned by corporate insiders.

Key Yum! Brands News

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

• Positive Sentiment: Pizza Hut sale streamlines Yum!’s portfolio: Yum! Brands completed the sale of Pizza Hut outside Mainland China to LongRange Capital for approximately $1.5 billion, with potential additional proceeds of $75 million through 2030 based on performance. Including the separate Mainland China transaction, total proceeds are approximately $2.7 billion. Management can now focus more heavily on Taco Bell, KFC and other growth initiatives while transferring Pizza Hut’s turnaround requirements to its new owner. Yum! Brands Completes Sale of Pizza Hut to LongRange Capital
• Positive Sentiment: Capital returns may support earnings per share: Yum! has an authorized $4 billion share-repurchase program, potentially reducing its share count substantially, and continues to pay a quarterly dividend of $0.75. These actions could help offset slower restaurant traffic and reinforce the investment case for the company’s asset-light, franchise-focused model.
• Neutral Sentiment: CEO stock sale was conducted under a preset plan: Chief Executive Officer Scott Mezvinsky sold 268 shares for approximately $41,176, reducing his direct ownership by about 35.7%. Because the sale was executed under a Rule 10b5-1 trading plan, it provides limited evidence of a negative view of Yum!’s outlook. SEC Form 4 filing
• Negative Sentiment: Pizza Hut leadership transition raises execution risk: Pizza Hut CEO Aaron Powell resigned as ownership changed, with Eduardo Luz reportedly serving as interim CEO. Although leadership turnover is common in private-equity acquisitions, the transition adds uncertainty around Pizza Hut’s turnaround and may be contributing to investor caution. Yum Says Pizza Hut CEO Aaron Powell Resigns
• Negative Sentiment: Industry demand remains a concern: Reports of weaker quick-service restaurant traffic, increased discounting and pressure on lower-income consumers could weigh on Taco Bell and KFC even after the Pizza Hut divestiture. The sale reduces diversification and does not eliminate broader consumer or margin risks facing Yum!’s remaining brands.

About Yum! Brands

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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