Yum! Brands
YUM
Market cap $41.5B

148.75 USD

-2.21

1.46%

At close Feb 21, 4:00 PM EST

After hours

148.75

+0.00

0.00%

1 day

-1.46%

5 days

-0.20%

1 month

18.34%

3 months

10.83%

6 months

7.99%

Year to date

11.37%

1 year

10.00%

5 years

43.71%

10 years

92.08%

About: Yum Brands is a US-based restaurant operator featuring a portfolio of four brands: KFC (29,900 global units at year-end 2023), Pizza Hut (19,866 units), Taco Bell (8,564 units), and The Habit Burger Grill (381 units). With $64 billion in 2023 systemwide sales, the firm is the second-largest restaurant company in the world behind McDonald's ($130 billion), ahead of Restaurant Brands International ($43 billion) and Starbucks ($29 billion). Yum is 98% franchised, with the largest franchisee, wide-moat Yum China, spun out in 2016, after which Yum China agreed to pay 3% royalties to Yum Brands in perpetuity. Yum is the newest evolution of Tricon, formerly a division of PepsiCo, and generates the bulk of its revenue from franchise royalties and marketing contributions.

Employees: 40,000

Consumer Discretionary Eating Places

0

Funds holding %

of 7,139 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

109% more call options, than puts

Call options by funds: $425M | Put options by funds: $204M

39% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 92

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

8% less repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 410

1% less funds holding

Funds holding: 1,211 [Q3] → 1,194 (-17) [Q4]

7.17% less ownership

Funds ownership: 91.39% [Q3] → 84.22% (-7.17%) [Q4]

11% less capital invested

Capital invested by funds: $35.8B [Q3] → $32B (-$3.82B) [Q4]

See Fund Rankings

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$140

6%

downside

Avg. target

$152

2%

upside

High target

$165

11%

upside

8 analyst ratings

3 positive

38%

5 neutral

63%

0 negative

0%

Barclays Jeffrey Bernstein 50% 1-year accuracy 52 / 105 met price target	11%upside $165	Overweight Maintained	7 Feb 2025
Goldman Sachs Christine Cho 52% 1-year accuracy 29 / 56 met price target	4%upside $155	Neutral Maintained	7 Feb 2025
UBS Dennis Geiger 41% 1-year accuracy 9 / 22 met price target	11%upside $165	Buy Maintained	7 Feb 2025
TD Securities Andrew Charles 53% 1-year accuracy 63 / 119 met price target	2%upside $151	Hold Maintained	7 Feb 2025
TD Cowen Andrew Charles 53% 1-year accuracy 63 / 119 met price target	6%downside $140	Hold Reiterated	6 Feb 2025

See Analyst Rankings

Financial journalist opinion

Based on 22 articles about YUM published over the past 30 days

Business Insider

KFC is shifting its US headquarters from Kentucky to Texas

KFC is moving out of Kentucky. Yum Brands said that it would shift its brands into offices in Texas and California.

KFC is shifting its US headquarters from Kentucky to Texas

KFC moves U.S. headquarters from Kentucky to Texas

KFC is moving its U.S. headquarters from Louisville to Plano, Texas. Parent company Yum Brands is also calling remote workers back to the office.

KFC moves U.S. headquarters from Kentucky to Texas

17 Upcoming Dividend Increases, Including 3 Kings

This week's dividend increases feature three Dividend Kings: Archer-Daniels-Midland, Consolidated Edison, and Black Hills Corporation, with streaks of 50, 51, and 55 years, respectively. Consistently rising dividends indicate strong cash flow and financial stability, making such companies attractive long-term investments that often outperform benchmarks. My strategy focuses on stocks with consistent dividend growth and market outperformance, using data from U.S. Dividend Champions and NASDAQ.

17 Upcoming Dividend Increases, Including 3 Kings

Yum! Brands: Taco Bell Keeps Winning, While KFC Simmering - Very Slowly

Taco Bell's strong performance in FY 2024, driven by same-store sales and innovation, contrasts with KFC's struggles in the U.S. but gains internationally. Pizza Hut remains the underdog in the 'Battle of Pizzas,' with weak same-store sales and top-line growth, but easier comparisons ahead. Valuation models suggest Yum! Brands is fairly valued; without significant improvement in KFC's U.S. performance, the stock is unlikely to soar.

Yum! Brands: Taco Bell Keeps Winning, While KFC Simmering - Very Slowly

Yum! Brands Is Coming Back Strong

Yum! Brands, Inc. is poised for a breakout, with strong near-term trading potential and long-term investment appeal, bolstered by strategic pricing and cost controls. Q4 2024 results showed a double-line beat, with revenues up 8% to $2.4 billion and EPS up 28% to $1.61. Shareholder returns are robust, with $1.2 billion returned via dividends and buybacks in 2024, and a quarterly dividend increase to $0.71.

Yum! Brands Is Coming Back Strong

Zacks Investment Research

YUM! Brands' Q4 Earnings & Revenues Beat Estimates, Rise Y/Y

YUM's Q4 top line reflects solid contributions from the KFC, Pizza Hut and Taco Bell divisions.

YUM! Brands' Q4 Earnings & Revenues Beat Estimates, Rise Y/Y

Yum! Brands (YUM) Q4 2024 Earnings Call Transcript

Yum! Brands (NYSE:YUM ) Q4 2024 Earnings Call Transcript February 6, 2025 8:15 AM ET Company Participants Matt Morris - Head of Investor Relations David Gibbs - Chief Executive Officer Chris Turner - Chief Financial Officer and Franchising Officer Conference Call Participants Dennis Geiger - UBS Brian Bittner - Oppenheimer David Tarantino - Baird Gregory Francfort - Guggenheim David Palmer - Evercore ISI Brian Harbour - Morgan Stanley John Ivankoe - JP Morgan Operator Welcome, everyone, to the Yum! Brands 2024 Fourth Quarter Earnings Call.

Yum! Brands (YUM) Q4 2024 Earnings Call Transcript

Zacks Investment Research

Compared to Estimates, Yum (YUM) Q4 Earnings: A Look at Key Metrics

The headline numbers for Yum (YUM) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Yum (YUM) Q4 Earnings: A Look at Key Metrics

Zacks Investment Research

Yum Brands (YUM) Beats Q4 Earnings and Revenue Estimates

Yum Brands (YUM) came out with quarterly earnings of $1.61 per share, beating the Zacks Consensus Estimate of $1.58 per share. This compares to earnings of $1.26 per share a year ago.

Yum Brands (YUM) Beats Q4 Earnings and Revenue Estimates

Yum Brands becomes latest fast-food chain to tap into AI

Byte by Yum! will include mobile app and web ordering, point-of-sale, kitchen and delivery optimization, menu management, inventory and labor management, and team-member tools.

Yum Brands becomes latest fast-food chain to tap into AI

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