HB Wealth Management LLC Has $6.61 Million Holdings in Mondelez International, Inc. $MDLZ

Key Points

• HB Wealth Management reduced its stake in Mondelez by 15.9%, selling 23,262 shares to hold 122,696 shares worth about $6.61 million as of the latest 13F filing.
• At the same time, several large institutions (JPMorgan, Capital International, VanEck, Federated Hermes, CIBC) materially increased positions, leaving institutional ownership at about 78.32%.
• Mondelez beat quarterly estimates (EPS $0.72 vs. $0.70; revenue $10.5B, up 9.3% YoY), set FY2026 EPS guidance of 2.92–3.07, and pays a $0.50 quarterly dividend (3.5% yield) despite a high payout ratio (~106%).

HB Wealth Management LLC lessened its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 15.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 122,696 shares of the company's stock after selling 23,262 shares during the period. HB Wealth Management LLC's holdings in Mondelez International were worth $6,605,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of MDLZ. JPMorgan Chase & Co. lifted its holdings in shares of Mondelez International by 17.1% during the third quarter. JPMorgan Chase & Co. now owns 69,588,126 shares of the company's stock worth $4,347,170,000 after purchasing an additional 10,137,457 shares during the period. Capital International Investors lifted its holdings in shares of Mondelez International by 9.7% during the third quarter. Capital International Investors now owns 78,561,316 shares of the company's stock worth $4,907,892,000 after purchasing an additional 6,958,868 shares during the period. Van ECK Associates Corp lifted its holdings in shares of Mondelez International by 103.2% during the third quarter. Van ECK Associates Corp now owns 5,192,301 shares of the company's stock worth $324,363,000 after purchasing an additional 2,637,287 shares during the period. Federated Hermes Inc. lifted its holdings in shares of Mondelez International by 2,080.4% during the third quarter. Federated Hermes Inc. now owns 2,466,984 shares of the company's stock worth $154,112,000 after purchasing an additional 2,353,841 shares during the period. Finally, CIBC Private Wealth Group LLC lifted its holdings in shares of Mondelez International by 63.4% during the third quarter. CIBC Private Wealth Group LLC now owns 4,765,388 shares of the company's stock worth $297,694,000 after purchasing an additional 1,849,482 shares during the period. Institutional investors and hedge funds own 78.32% of the company's stock.

Insiders Place Their Bets

In other Mondelez International news, EVP Gustavo Carlos Valle sold 3,000 shares of Mondelez International stock in a transaction on Friday, February 13th. The shares were sold at an average price of $62.00, for a total value of $186,000.00. Following the completion of the sale, the executive vice president directly owned 99,596 shares of the company's stock, valued at approximately $6,174,952. The trade was a 2.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.45% of the company's stock.

Mondelez International Price Performance

MDLZ stock opened at $57.71 on Friday. The firm has a market cap of $73.98 billion, a price-to-earnings ratio of 30.70, a PEG ratio of 2.38 and a beta of 0.37. 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 company's fifty day simple moving average is $58.11 and its 200 day simple moving average is $57.59.

Mondelez International (NASDAQ:MDLZ - Get Free Report) last released its earnings results on Tuesday, February 3rd. The company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.70 by $0.02. The business had revenue of $10.50 billion for the quarter, compared to analyst estimates of $10.32 billion. Mondelez International had a net margin of 6.36% and a return on equity of 14.53%. Mondelez International's revenue for the quarter was up 9.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.65 earnings per share. Mondelez International has set its FY 2026 guidance at 2.920-3.070 EPS. On average, analysts expect that Mondelez International, Inc. will post 3.03 earnings per share for the current year.

Mondelez International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 31st were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend was Tuesday, March 31st. Mondelez International's payout ratio is 106.38%.

Analyst Ratings Changes

A number of equities analysts have recently commented on MDLZ shares. Deutsche Bank Aktiengesellschaft cut their price target on shares of Mondelez International from $60.00 to $54.00 and set a "hold" rating on the stock in a report on Monday, March 30th. Wall Street Zen upgraded shares of Mondelez International from a "sell" rating to a "hold" rating in a report on Saturday, February 7th. Wells Fargo & Company boosted their target price on shares of Mondelez International from $65.00 to $70.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Weiss Ratings restated a "hold (c)" rating on shares of Mondelez International in a report on Friday, January 9th. Finally, Bank of America boosted their target price on shares of Mondelez International from $62.00 to $65.00 and gave the company a "buy" rating in a report on Friday, April 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $66.47.

Mondelez International Company 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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