Mondelez International, Inc. $MDLZ Holdings Lowered by Burney Co.

Key Points

• Burney Co. slashed its stake in Mondelez by 79.5% in Q4, selling 63,460 shares and leaving 16,321 shares valued at $879,000, while institutional investors overall hold about 78.32% of the stock.
• Mondelez beat Q results (EPS $0.72 vs. $0.70; revenue $10.50B, +9.3% YoY), provided FY2026 EPS guidance of $2.920–3.070, and carries a MarketBeat consensus of "Moderate Buy" with an average price target of $66.47.
• Mondelez pays a $0.50 quarterly dividend (annualized $2.00) for a 3.5% yield, but its dividend payout ratio is high at 106.38%, raising questions about dividend sustainability.

Burney Co. reduced its holdings in Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 79.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,321 shares of the company's stock after selling 63,460 shares during the period. Burney Co.'s holdings in Mondelez International were worth $879,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Armbruster Capital Management Inc. lifted its stake in Mondelez International by 6.4% in the 4th quarter. Armbruster Capital Management Inc. now owns 3,925 shares of the company's stock worth $211,000 after acquiring an additional 235 shares in the last quarter. Howard Capital Management Inc. lifted its stake in Mondelez International by 2.3% in the 4th quarter. Howard Capital Management Inc. now owns 37,845 shares of the company's stock worth $2,037,000 after acquiring an additional 866 shares in the last quarter. Douglas Lane & Associates LLC lifted its stake in Mondelez International by 18.5% in the 4th quarter. Douglas Lane & Associates LLC now owns 19,805 shares of the company's stock worth $1,066,000 after acquiring an additional 3,091 shares in the last quarter. V Square Quantitative Management LLC purchased a new stake in Mondelez International in the 4th quarter worth about $514,000. Finally, Evermay Wealth Management LLC lifted its stake in Mondelez International by 4.4% in the 4th quarter. Evermay Wealth Management LLC now owns 5,270 shares of the company's stock worth $286,000 after acquiring an additional 220 shares in the last quarter. 78.32% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on MDLZ shares. JPMorgan Chase & Co. reduced their price objective on Mondelez International from $69.00 to $67.00 and set an "overweight" rating for the company in a research note on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft reduced their price objective on Mondelez International from $60.00 to $54.00 and set a "hold" rating for the company in a research note on Monday, March 30th. Mizuho reduced their price objective on Mondelez International from $70.00 to $67.00 and set an "outperform" rating for the company in a research note on Thursday, January 8th. BTIG Research started coverage on Mondelez International in a research note on Tuesday. They set a "buy" rating and a $70.00 price target for the company. Finally, Sanford C. Bernstein cut their price target on Mondelez International from $75.00 to $73.00 and set an "outperform" rating for the company in a research note on Wednesday, February 18th. Fourteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $66.47.

Mondelez International Stock Performance

Shares of NASDAQ MDLZ opened at $57.84 on Wednesday. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.39 and a current ratio of 0.59. The firm has a market cap of $74.14 billion, a price-to-earnings ratio of 30.77, a P/E/G ratio of 2.45 and a beta of 0.37. The business's 50-day simple moving average is $58.64 and its 200-day simple moving average is $57.80. Mondelez International, Inc. has a 52 week low of $51.20 and a 52 week high of $71.15.

Mondelez International (NASDAQ:MDLZ - Get Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported $0.72 EPS for the quarter, beating analysts' consensus estimates 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 return on equity of 14.53% and a net margin of 6.36%.The firm's revenue for the quarter was up 9.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.65 EPS. Mondelez International has set its FY 2026 guidance at 2.920-3.070 EPS. As a group, equities research analysts expect that Mondelez International, Inc. will post 2.9 earnings per share for the current fiscal year.

Mondelez International Announces Dividend

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

Insider Transactions at Mondelez International

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

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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