The Manufacturers Life Insurance Company lowered its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 7.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 800,177 shares of the company’s stock after selling 60,963 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Mondelez International were worth $46,122,000 at the end of the most recent quarter.
Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of Mondelez International by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 130,283,829 shares of the company’s stock valued at $7,013,179,000 after acquiring an additional 1,646,213 shares during the last quarter. Capital International Investors lifted its holdings in shares of Mondelez International by 10.7% in the 4th quarter. Capital International Investors now owns 86,943,586 shares of the company’s stock worth $4,681,024,000 after acquiring an additional 8,382,270 shares during the last quarter. State Street Corp boosted its position in shares of Mondelez International by 1.5% during the 4th quarter. State Street Corp now owns 61,217,193 shares of the company’s stock worth $3,325,625,000 after purchasing an additional 908,076 shares during the period. Price T Rowe Associates Inc. MD boosted its position in shares of Mondelez International by 12.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 37,366,588 shares of the company’s stock worth $2,011,444,000 after purchasing an additional 3,993,811 shares during the period. Finally, Geode Capital Management LLC increased its holdings in Mondelez International by 0.4% in the 4th quarter. Geode Capital Management LLC now owns 29,298,651 shares of the company’s stock valued at $1,570,182,000 after purchasing an additional 108,179 shares during the last quarter. Hedge funds and other institutional investors own 78.32% of the company’s stock.
Trending Headlines about Mondelez International
Here are the key news stories impacting Mondelez International this week:
- Positive Sentiment: Strong second-quarter results and improved outlook: Mondelez beat earnings and revenue expectations, supported by pricing and volume growth. Management also raised its 2026 organic-sales outlook, while emerging markets and European sales were highlighted as growth areas. Mondelez Q2 Earnings Beat Estimates, 2026 Organic Sales Outlook Up
- Positive Sentiment: Analysts raised price targets: Barclays increased its target to $70 and maintained an “overweight” rating. BNP Paribas Exane and TD Cowen also raised targets to $70, while JPMorgan lifted its target to $72 and kept an “overweight” rating. The revisions indicate continued confidence in Mondelez’s earnings growth and pricing power. Analyst price-target updates
- Positive Sentiment: Brand innovation could support demand: CHIPS AHOY! launched a limited-edition mystery flavor campaign designed to increase consumer engagement and generate promotional interest, although the direct financial impact is likely modest. CHIPS AHOY! mystery flavor launch
- Neutral Sentiment: Wall Street views are not uniform: Coverage shows both bullish and bearish opinions on Mondelez and other consumer-goods stocks. Investors remain focused on whether pricing can be sustained without weakening volumes or consumer demand. Wall Street sentiment on Mondelez
- Negative Sentiment: Macro pressure weighed on the stock: A sharp market sell-off tied to surging oil prices, U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision likely pressured defensive consumer stocks, including MDLZ, despite its solid earnings report. Market sell-off and oil surge
Mondelez International Price Performance
Mondelez International (NASDAQ:MDLZ – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.05. Mondelez International had a return on equity of 14.07% and a net margin of 8.86%.The business had revenue of $9.36 billion during the quarter, compared to analysts’ expectations of $9.21 billion. During the same quarter last year, the business posted $0.73 EPS. The business’s quarterly revenue was up 4.1% compared to the same quarter last year. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. Analysts forecast that Mondelez International, Inc. will post 3.04 EPS for the current fiscal year.
Mondelez International Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 30th were paid a $0.50 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.00 dividend on an annualized basis and a yield of 3.2%. Mondelez International’s payout ratio is currently 99.50%.
Wall Street Analysts Forecast Growth
A number of analysts have issued reports on MDLZ shares. UBS Group boosted their target price on Mondelez International from $62.00 to $64.00 and gave the company a “neutral” rating in a research report on Wednesday, April 29th. Weiss Ratings restated a “hold (c-)” rating on shares of Mondelez International in a research report on Monday, July 20th. Freedom Capital cut Mondelez International from a “strong-buy” rating to a “hold” rating in a research note on Friday, June 26th. Morgan Stanley reiterated an “overweight” rating on shares of Mondelez International in a report on Friday, May 29th. Finally, Barclays boosted their price objective on Mondelez International from $68.00 to $70.00 and gave the company an “overweight” rating in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $67.30.
View Our Latest Analysis on Mondelez International
Mondelez International Company Profile
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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