Coastal Bridge Advisors LLC Invests $785,000 in Yum! Brands, Inc. $YUM

Posted by Brian Himes on Aug 28th, 2026

Coastal Bridge Advisors LLC acquired a new stake in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 4,910 shares of the restaurant operator’s stock, valued at approximately $785,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Steph & Co. raised its stake in shares of Yum! Brands by 107.5% in the 1st quarter. Steph & Co. now owns 166 shares of the restaurant operator’s stock worth $26,000 after buying an additional 86 shares in the last quarter. Edmond DE Rothschild Holding S.A. acquired a new stake in shares of Yum! Brands in the second quarter valued at $27,000. Wiser Advisor Group LLC bought a new position in Yum! Brands during the third quarter valued at about $28,000. MV Capital Management Inc. acquired a new position in Yum! Brands during the fourth quarter worth about $28,000. Finally, Manning & Napier Advisors LLC acquired a new position in Yum! Brands during the first quarter worth about $28,000. Institutional investors own 82.37% of the company’s stock.

Key Stories Impacting Yum! Brands

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

Positive Sentiment: Core brands continue to grow. Stonegate Capital Partners said second-quarter results showed ex-Pizza Hut system sales up 7%, unit growth of 6%, same-store sales growth of 4% and core operating profit growth of 8%. The firm highlighted Taco Bell’s U.S. growth and KFC’s international expansion potential. Stonegate Capital Partners Initiates Coverage on Yum! Brands
Positive Sentiment: Lower beef costs could support restaurant margins. A temporary 90-day waiver of tariffs on beef imports may reduce input costs for fast-food operators, potentially benefiting Yum!’s restaurant franchisees. ETFs to Gain as Trump Waives Off Tariffs on Beef Imports Temporarily
Neutral Sentiment: Analyst views are sharply divided. Robert W. Baird upgraded Yum! Brands to “strong-buy,” while Zacks Research downgraded it to “strong sell,” signaling substantial uncertainty over the company’s outlook and valuation.
Negative Sentiment: Growth expectations and valuation are weighing on sentiment. Estimates for 2026 have been trimmed, while valuation analysis suggests YUM is near fair value or somewhat expensive. An article also argues that anticipated gains from AI automation may already be reflected in the stock price. Yum! Brands stock holds above $150 as estimates are trimmed
Negative Sentiment: Investor investigation adds legal overhang. Pomerantz LLP said it is investigating potential claims on behalf of Yum! Brands investors. The announcement could increase reputational and litigation concerns, although an investigation does not establish wrongdoing by the company. Pomerantz investor alert regarding Yum! Brands

Analysts Set New Price Targets

YUM has been the subject of a number of research analyst reports. BMO Capital Markets reissued a “market perform” rating and issued a $168.00 price target on shares of Yum! Brands in a report on Monday, May 4th. JPMorgan Chase & Co. lowered their price objective on shares of Yum! Brands from $170.00 to $160.00 and set an “overweight” rating on the stock in a research note on Tuesday, August 4th. UBS Group reiterated a “buy” rating on shares of Yum! Brands in a report on Thursday, June 18th. Wells Fargo & Company increased their target price on shares of Yum! Brands from $160.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, April 30th. Finally, Argus reduced their target price on shares of Yum! Brands from $185.00 to $180.00 and set a “buy” rating for the company in a report on Monday, August 17th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Yum! Brands presently has an average rating of “Moderate Buy” and a consensus target price of $174.65.

View Our Latest Stock Analysis on YUM

Insider Buying and Selling

In other news, CEO Christopher Lee Turner sold 270 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $148.14, for a total transaction of $39,997.80. Following the sale, the chief executive officer owned 64,282 shares in the company, valued at $9,522,735.48. The trade was a 0.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP David Eric Russell sold 7,961 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $153.15, for a total transaction of $1,219,227.15. Following the completion of the sale, the vice president owned 11,960 shares of the company’s stock, valued at approximately $1,831,674. This trade represents a 39.96% decrease in their position. 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 90 days, insiders sold 19,043 shares of company stock valued at $2,978,180. Company insiders own 0.14% of the company’s stock.

Yum! Brands Stock Down 2.4%

Shares of NYSE YUM opened at $150.69 on Friday. Yum! Brands, Inc. has a 12 month low of $137.33 and a 12 month high of $170.14. The company has a market cap of $41.12 billion, a price-to-earnings ratio of 18.96, a P/E/G ratio of 2.51 and a beta of 0.55. The business has a fifty day simple moving average of $153.44 and a 200-day simple moving average of $155.82.

Yum! Brands (NYSE:YUM – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The restaurant operator reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.04. The firm had revenue of $2.17 billion for the quarter, compared to analysts’ expectations of $2.18 billion. Yum! Brands had a negative return on equity of 24.57% and a net margin of 25.42%.Yum! Brands’s revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the business posted $1.44 EPS. As a group, sell-side analysts expect that Yum! Brands, Inc. will post 6.42 EPS for the current fiscal year.

Yum! Brands announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, June 16th that permits the company to buyback $4.00 billion in outstanding shares. This buyback authorization permits the restaurant operator to repurchase up to 9.4% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its shares are undervalued.

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.