ABN AMRO Bank N.V. Grows Holdings in Mondelez International, Inc. $MDLZ

ABN AMRO Bank N.V. grew its position in Mondelez International, Inc. (NASDAQ:MDLZ) by 42.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 64,166 shares of the company’s stock after acquiring an additional 19,044 shares during the period. ABN AMRO Bank N.V.’s holdings in Mondelez International were worth $3,996,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. State Street Corp boosted its position in Mondelez International by 1.1% during the second quarter. State Street Corp now owns 59,446,397 shares of the company’s stock worth $4,036,594,000 after purchasing an additional 670,634 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Mondelez International by 0.8% during the 2nd quarter. Geode Capital Management LLC now owns 28,951,049 shares of the company’s stock valued at $1,943,170,000 after buying an additional 242,695 shares in the last quarter. Norges Bank acquired a new stake in Mondelez International in the 2nd quarter valued at $1,239,834,000. Invesco Ltd. increased its holdings in Mondelez International by 10.7% in the 2nd quarter. Invesco Ltd. now owns 13,892,264 shares of the company’s stock worth $936,894,000 after acquiring an additional 1,345,078 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its position in Mondelez International by 1.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 8,096,303 shares of the company’s stock worth $546,015,000 after acquiring an additional 145,442 shares during the period. 78.32% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Mondelez International

Here are the key news stories impacting Mondelez International this week:

• Positive Sentiment: Q4 results beat expectations — Mondelez topped EPS and revenue estimates, citing pricing strength and cost discipline that offset persistent cocoa inflation; the company set FY2026 EPS guidance (2.920–3.070). Earnings Beat
• Positive Sentiment: Analyst support: TD Cowen raised its price target to $65 and maintained a buy; Wells Fargo and Piper Sandler also lifted targets (to $65 and $64 respectively), providing short-term positive momentum. Analyst PT Changes
• Neutral Sentiment: JPMorgan trimmed its price target to $67 but kept an overweight rating — still signaling upside while moderating near-term expectations. JPMorgan Note
• Neutral Sentiment: DA Davidson reiterated a neutral rating with a $62 target, and Stifel trimmed its target to $68 while maintaining a buy — mixed analyst views leave sentiment balanced. DA Davidson
• Neutral Sentiment: Leadership/operations update: Mondelez elevated Luca Zaramella to oversee both finance and operations, which could support execution and margin focus but is not an immediate earnings catalyst. Leadership Move
• Neutral Sentiment: Policy watch — a new federal bill proposing plant‑based school meal pilots (S.3669) was noted as relevant to food companies; impact on Mondelez’s dairy demand is speculative and likely small near-term. Policy Bill
• Negative Sentiment: Guidance caution and regional weakness — management flagged a muted 2026 outlook as price hikes curb consumption, and North America underperformed, a key reason for recent share weakness. Muted 2026 Outlook North America Lags

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MDLZ. Royal Bank Of Canada dropped their target price on shares of Mondelez International from $71.00 to $67.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 29th. Morgan Stanley lowered their price objective on Mondelez International from $68.00 to $64.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. Zacks Research cut Mondelez International from a “hold” rating to a “strong sell” rating in a report on Monday, November 10th. Wells Fargo & Company lifted their price target on Mondelez International from $62.00 to $65.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, DA Davidson reiterated a “neutral” rating and set a $62.00 price target on shares of Mondelez International in a research report on Wednesday. Thirteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $66.53.

Mondelez International Price Performance

MDLZ stock opened at $60.31 on Friday. Mondelez International, Inc. has a 1 year low of $51.20 and a 1 year high of $71.15. The company has a debt-to-equity ratio of 0.67, a current ratio of 0.59 and a quick ratio of 0.37. The firm has a market capitalization of $77.82 billion, a PE ratio of 32.08 and a beta of 0.38. The business has a 50 day simple moving average of $55.78 and a 200-day simple moving average of $59.54.

Mondelez International (NASDAQ:MDLZ) last released its quarterly earnings data on Tuesday, February 3rd. The company reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.70 by $0.02. Mondelez International had a return on equity of 14.53% and a net margin of 6.36%.The company had revenue of $10.50 billion for the quarter, compared to analyst estimates of $10.32 billion. During the same quarter in the previous year, the company posted $0.65 earnings per share. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. Mondelez International has set its FY 2026 guidance at 2.920-3.070 EPS. Equities research analysts anticipate that Mondelez International, Inc. will post 2.9 earnings per share for the current fiscal year.

Mondelez International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Wednesday, December 31st were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 3.3%. The ex-dividend date was Wednesday, December 31st. Mondelez International’s dividend payout ratio (DPR) 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.