Capital International Inc. CA Increases Position in Yum! Brands, Inc. $YUM

Posted by Don Miller on Jun 7th, 2026

Capital International Inc. CA increased its stake in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 15.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 420,796 shares of the restaurant operator’s stock after acquiring an additional 56,240 shares during the period. Capital International Inc. CA’s holdings in Yum! Brands were worth $63,658,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Augustine Asset Management Inc. grew its position in Yum! Brands by 2.0% in the fourth quarter. Augustine Asset Management Inc. now owns 3,287 shares of the restaurant operator’s stock worth $497,000 after acquiring an additional 64 shares in the last quarter. Essex Financial Services Inc. grew its position in Yum! Brands by 1.0% in the fourth quarter. Essex Financial Services Inc. now owns 6,667 shares of the restaurant operator’s stock worth $1,009,000 after acquiring an additional 66 shares in the last quarter. Diversified Trust Co. grew its position in Yum! Brands by 2.1% in the fourth quarter. Diversified Trust Co. now owns 3,589 shares of the restaurant operator’s stock worth $543,000 after acquiring an additional 73 shares in the last quarter. Financial Engines Advisors L.L.C. grew its position in Yum! Brands by 2.2% in the third quarter. Financial Engines Advisors L.L.C. now owns 3,527 shares of the restaurant operator’s stock worth $536,000 after acquiring an additional 76 shares in the last quarter. Finally, Silverlake Wealth Management LLC grew its position in Yum! Brands by 5.7% in the fourth quarter. Silverlake Wealth Management LLC now owns 1,428 shares of the restaurant operator’s stock worth $216,000 after acquiring an additional 77 shares in the last quarter. 82.37% of the stock is currently owned by hedge funds and other institutional investors.

Yum! Brands Stock Up 1.8%

NYSE YUM opened at $150.78 on Friday. The company has a 50-day simple moving average of $155.32 and a two-hundred day simple moving average of $155.60. Yum! Brands, Inc. has a 12-month low of $137.33 and a 12-month high of $169.39. The firm has a market cap of $41.56 billion, a price-to-earnings ratio of 24.32, a PEG ratio of 1.92 and a beta of 0.57.

Yum! Brands (NYSE:YUM – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The restaurant operator reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.11. Yum! Brands had a net margin of 20.48% and a negative return on equity of 23.51%. The business had revenue of $2.06 billion during the quarter, compared to analyst estimates of $2.04 billion. During the same period in the prior year, the business posted $1.30 earnings per share. The company’s revenue was up 15.2% on a year-over-year basis. Equities analysts expect that Yum! Brands, Inc. will post 6.78 earnings per share for the current fiscal year.

Yum! Brands Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Wednesday, May 27th will be issued a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Wednesday, May 27th. Yum! Brands’s dividend payout ratio is currently 48.39%.

Yum! Brands News Summary

Here are the key news stories impacting Yum! Brands this week:

Positive Sentiment: Reports that Yum Brands is weighing an exit from Pizza Hut are boosting the stock on hopes that divesting the weaker pizza chain could sharpen execution and improve margins. Pizza Hut’s future in doubt as Yum Brands weighs exit and surprise company eyes takeover
Positive Sentiment: Jim Cramer also argued that “a Yum free of Pizza Hut” could trade higher, reinforcing the market’s view that a possible sale would be a value-creating move for YUM. Jim Cramer Believes “A Yum Free of Pizza Hut Is a Yum That’s Going to Trade Much Higher”
Positive Sentiment: Analyst commentary raised Yum’s fair value estimate and cited stronger KFC and Taco Bell fundamentals, suggesting the stock may still have upside if the Pizza Hut situation is resolved favorably. How The Investment Story Is Shifting For Yum Brands (YUM) After New Targets And Pizza Hut Talks
Neutral Sentiment: Yum announced that COO and Chief People Officer Tracy Skeans will retire after 25 years, a leadership change that adds some succession-planning focus but is not clearly a major business setback. Yum Brands COO Tracy Skeans stepping down after 25 years with the company
Neutral Sentiment: Separate coverage repeated the retirement news, keeping the focus on management transition rather than a change in near-term operating results. Yum Brands COO and chief people officer to retire after 25 years with the company

Analysts Set New Price Targets

YUM has been the subject of several research reports. Deutsche Bank Aktiengesellschaft set a $177.00 target price on shares of Yum! Brands in a research report on Thursday, April 30th. Evercore reiterated an “outperform” rating and issued a $190.00 target price on shares of Yum! Brands in a research report on Friday, February 13th. Weiss Ratings lowered shares of Yum! Brands from a “buy (b+)” rating to a “buy (b)” rating in a research report on Wednesday, May 6th. Morgan Stanley upgraded shares of Yum! Brands from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $180.00 to $185.00 in a research report on Wednesday. Finally, Wells Fargo & Company upped their price target on shares of Yum! Brands from $160.00 to $165.00 and gave the company an “equal weight” rating in a research report on Thursday, April 30th. Thirteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $176.17.

Read Our Latest Stock Report on Yum! Brands

Insider Activity

In other news, CEO Sean Tresvant sold 3,000 shares of the stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $154.68, for a total transaction of $464,040.00. Following the completion of the sale, the chief executive officer directly owned 3,140 shares in the company, valued at approximately $485,695.20. This represents a 48.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Scott Mezvinsky sold 261 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $148.14, for a total transaction of $38,664.54. Following the sale, the chief executive officer owned 483 shares of the company’s stock, valued at approximately $71,551.62. This represents a 35.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 5,895 shares of company stock valued at $906,499. Company insiders own 0.14% of the company’s stock.

Yum! Brands Company Profile

(Free Report)

Yum! Brands, Inc (NYSE: YUM) is a global quick-service restaurant company that develops, operates and franchises a portfolio of well-known restaurant brands. The company’s principal brands are KFC, Pizza Hut and Taco Bell, each focused on distinct product categories—KFC on fried chicken and related menu items, Pizza Hut on pizza and complementary offerings, and Taco Bell on Mexican-inspired quick-service food. Yum! is headquartered in Louisville, Kentucky and was formed as Tricon Global Restaurants in 1997 when PepsiCo spun off its restaurant businesses, later adopting the Yum! Brands name.

The company’s operating model centers on brand development, system growth and franchising; a large portion of its restaurants are operated by independent franchisees, and Yum! generates revenue through franchise royalties and fees in addition to sales from company-operated locations.