United Asset Strategies Inc. Sells 23,540 Shares of Mondelez International, Inc. $MDLZ

Key Points

• United Asset Strategies trimmed its stake in Mondelez by 78.6%, selling 23,540 shares during the quarter and leaving 6,410 shares worth $345,000.
• Mondelez beat Q4 estimates with $0.72 EPS versus $0.70 and $10.50 billion in revenue (up 9.3% year-over-year), and set FY2026 guidance of 2.92–3.07 EPS (analysts forecast ~3.03).
• The company declared a quarterly dividend of $0.50 ($2.00 annualized, ~3.5% yield) despite a payout ratio of 106.38%, while analysts maintain a consensus "Moderate Buy" with an average price target of $66.47 amid several recent target cuts.

United Asset Strategies Inc. trimmed its position in Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 78.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,410 shares of the company's stock after selling 23,540 shares during the quarter. United Asset Strategies Inc.'s holdings in Mondelez International were worth $345,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in MDLZ. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Mondelez International in the third quarter worth $27,000. Richardson Financial Services Inc. increased its stake in shares of Mondelez International by 141.0% in the third quarter. Richardson Financial Services Inc. now owns 482 shares of the company's stock worth $30,000 after buying an additional 282 shares during the period. JPL Wealth Management LLC purchased a new position in shares of Mondelez International in the third quarter worth $32,000. Halbert Hargrove Global Advisors LLC increased its stake in shares of Mondelez International by 60.3% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 521 shares of the company's stock worth $33,000 after buying an additional 196 shares during the period. Finally, Lodestone Wealth Management LLC purchased a new position in shares of Mondelez International in the fourth quarter worth $34,000. 78.32% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Mondelez International

In other Mondelez International news, EVP Gustavo Carlos Valle sold 3,000 shares of the business's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $62.00, for a total transaction of $186,000.00. Following the transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.45% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on MDLZ. UBS Group decreased their target price on shares of Mondelez International from $63.00 to $62.00 and set a "neutral" rating on the stock in a research note on Tuesday, April 7th. Zacks Research raised shares of Mondelez International from a "strong sell" rating to a "hold" rating in a research note on Wednesday, February 25th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Mondelez International from $60.00 to $54.00 and set a "hold" rating on the stock in a research note on Monday, March 30th. Rothschild & Co Redburn reaffirmed a "neutral" rating and issued a $55.00 target price (down from $71.00) on shares of Mondelez International in a research note on Wednesday, March 25th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Mondelez International from $69.00 to $67.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and nine have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $66.47.

Mondelez International Stock Up 2.9%

Shares of Mondelez International stock opened at $57.71 on Friday. The company has a current ratio of 0.59, a quick ratio of 0.39 and a debt-to-equity ratio of 0.67. The company's fifty day simple moving average is $58.11 and its two-hundred day simple moving average is $57.59. The company has a market cap of $73.98 billion, a P/E ratio of 30.70, a PEG ratio of 2.38 and a beta of 0.37. Mondelez International, Inc. has a 12-month low of $51.20 and a 12-month 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 earnings per share (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 the consensus estimate of $10.32 billion. Mondelez International had a net margin of 6.36% and a return on equity of 14.53%. The company's quarterly revenue was up 9.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.65 EPS. Mondelez International has set its FY 2026 guidance at 2.920-3.070 EPS. Research analysts anticipate that Mondelez International, Inc. will post 3.03 EPS for the current year.

Mondelez International Announces Dividend

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

About Mondelez International

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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