Yum! Brands, Inc. $YUM Stake Lessened by Legal & General Group Plc

Posted by Brian Himes on May 27th, 2026

Legal & General Group Plc lowered its holdings in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 7.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 2,086,659 shares of the restaurant operator’s stock after selling 161,503 shares during the period. Legal & General Group Plc’s holdings in Yum! Brands were worth $315,670,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of YUM. Brighton Jones LLC lifted its holdings in shares of Yum! Brands by 8.0% in the fourth quarter. Brighton Jones LLC now owns 7,861 shares of the restaurant operator’s stock valued at $1,055,000 after purchasing an additional 583 shares in the last quarter. First Trust Advisors LP lifted its holdings in shares of Yum! Brands by 124.5% in the second quarter. First Trust Advisors LP now owns 151,316 shares of the restaurant operator’s stock valued at $22,422,000 after purchasing an additional 83,916 shares in the last quarter. CIBC Asset Management Inc lifted its holdings in shares of Yum! Brands by 10.0% in the second quarter. CIBC Asset Management Inc now owns 117,824 shares of the restaurant operator’s stock valued at $17,447,000 after purchasing an additional 10,755 shares in the last quarter. Treasurer of the State of North Carolina lifted its holdings in shares of Yum! Brands by 1.0% in the second quarter. Treasurer of the State of North Carolina now owns 130,205 shares of the restaurant operator’s stock valued at $19,294,000 after purchasing an additional 1,256 shares in the last quarter. Finally, HUB Investment Partners LLC raised its holdings in shares of Yum! Brands by 59.1% during the second quarter. HUB Investment Partners LLC now owns 2,319 shares of the restaurant operator’s stock worth $344,000 after acquiring an additional 861 shares in the last quarter. Hedge funds and other institutional investors own 82.37% of the company’s stock.

Analysts Set New Price Targets

YUM has been the subject of several recent research reports. Evercore reiterated an “outperform” rating and set a $190.00 price objective on shares of Yum! Brands in a report on Friday, February 13th. Morgan Stanley set a $180.00 price objective on Yum! Brands in a report on Friday, May 1st. JPMorgan Chase & Co. increased their price objective on Yum! Brands from $160.00 to $170.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. UBS Group reiterated a “buy” rating and set a $180.00 price objective on shares of Yum! Brands in a report on Monday, February 2nd. Finally, Barclays set a $185.00 price objective on Yum! Brands and gave the stock an “overweight” rating in a report on Thursday, February 5th. Twelve analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Yum! Brands currently has an average rating of “Moderate Buy” and an average target price of $176.22.

Check Out Our Latest Stock Analysis on Yum! Brands

Insider Buying and Selling at Yum! Brands

In other Yum! Brands news, CEO Christopher Lee Turner sold 250 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $160.48, for a total transaction of $40,120.00. Following the transaction, the chief executive officer directly owned 64,552 shares of the company’s stock, valued at $10,359,304.96. This represents a 0.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Tracy L. Skeans sold 1,837 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $152.00, for a total value of $279,224.00. Following the completion of the sale, the chief operating officer directly owned 3,497 shares in the company, valued at approximately $531,544. This represents a 34.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 5,890 shares of company stock valued at $915,163. Corporate insiders own 0.14% of the company’s stock.

Yum! Brands Price Performance

Yum! Brands stock opened at $154.65 on Wednesday. The company has a market capitalization of $42.62 billion, a price-to-earnings ratio of 24.94, a PEG ratio of 1.97 and a beta of 0.61. Yum! Brands, Inc. has a one year low of $137.33 and a one year high of $169.39. The company’s fifty day moving average price is $156.99 and its two-hundred day moving average price is $155.65.

Yum! Brands (NYSE:YUM – Get Free Report) last posted its earnings results on Wednesday, April 29th. The restaurant operator reported $1.50 EPS for the quarter, topping the consensus estimate of $1.39 by $0.11. The firm had revenue of $2.06 billion for the quarter, compared to the consensus estimate of $2.04 billion. Yum! Brands had a net margin of 20.48% and a negative return on equity of 23.51%. The business’s quarterly revenue was up 15.2% on a year-over-year basis. During the same period in the prior year, the business posted $1.30 earnings per share. As a group, sell-side analysts anticipate that Yum! Brands, Inc. will post 6.77 earnings per share for the current year.

Yum! Brands Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Wednesday, May 27th will be given a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Wednesday, May 27th. Yum! Brands’s dividend payout ratio is presently 48.39%.

Yum! Brands 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.