AlphaCore Capital LLC Makes New Investment in Yum! Brands, Inc. $YUM

Posted by Stanley Muller on May 20th, 2026

AlphaCore Capital LLC purchased a new position in Yum! Brands, Inc. (NYSE:YUM – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 3,780 shares of the restaurant operator’s stock, valued at approximately $572,000.

A number of other institutional investors have also recently bought and sold shares of YUM. Wiser Advisor Group LLC purchased a new position in Yum! Brands in the 3rd quarter worth about $28,000. Community Bank N.A. purchased a new position in Yum! Brands in the 3rd quarter worth about $29,000. Westside Investment Management Inc. increased its stake in Yum! Brands by 81.7% in the 3rd quarter. Westside Investment Management Inc. now owns 198 shares of the restaurant operator’s stock worth $30,000 after purchasing an additional 89 shares in the last quarter. CNB Bank grew its position in Yum! Brands by 833.3% during the 3rd quarter. CNB Bank now owns 224 shares of the restaurant operator’s stock worth $34,000 after purchasing an additional 200 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC purchased a new position in Yum! Brands during the 4th quarter worth approximately $36,000. Hedge funds and other institutional investors own 82.37% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Barclays set a $185.00 price objective on shares of Yum! Brands and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Guggenheim reiterated a “buy” rating and set a $180.00 price objective on shares of Yum! Brands in a research report on Thursday, February 12th. JPMorgan Chase & Co. lifted their target price on Yum! Brands from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $165.00 target price on shares of Yum! Brands in a research note on Monday, April 20th. Finally, Citigroup lifted their target price on Yum! Brands from $174.00 to $175.00 and gave the company a “neutral” rating in a research note on Thursday, April 30th. Twelve investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $176.22.

Check Out Our Latest Report on YUM

Insider Activity at Yum! Brands

In related news, COO Tracy L. Skeans sold 1,837 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was 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 owned 3,497 shares of the company’s stock, valued at approximately $531,544. The trade was a 34.44% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Christopher Lee Turner sold 250 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $160.48, for a total transaction of $40,120.00. Following the completion of the sale, the chief executive officer 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 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 quarter, insiders sold 2,890 shares of company stock valued at $451,123. 0.14% of the stock is owned by corporate insiders.

Yum! Brands News Summary

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

Positive Sentiment: Shareholders backed Yum! Brands’ board and current governance structure at the annual meeting, reducing near-term governance uncertainty and signaling investor support for management. Yum! Brands Shareholders Back Board, Governance Structure
Positive Sentiment: KFC rolled out limited-time menu promotions, including the return of fried pickles and a new 5-for-$5 tenders deal, which could help drive traffic and support near-term sales at one of Yum’s key brands. KFC Brings Back Popular Fried Pickles and Introduces New 5 for $5 Tenders Deal
Neutral Sentiment: Taco Bell’s foundation announced $14.5 million in scholarship awards, a brand-building and community-focused update that is positive for reputation but unlikely to materially affect earnings in the near term. Taco Bell Foundation Scholarship Announcement
Negative Sentiment: Sentiment toward the restaurant sector remains cautious, with UBS describing demand as “still-sluggish,” which may weigh on expectations for Yum’s same-store sales and traffic trends. Investors Remain Cautious Amid Still-Sluggish Restaurant Industry Demand, UBS Says
Negative Sentiment: A lawsuit alleging Pizza Hut’s AI system caused operational issues and about $100 million in damages could raise legal, reputational, and franchise-related concerns for Yum! Brands. Pizza Hut AI System Lawsuit

Yum! Brands Stock Down 0.1%

Yum! Brands stock opened at $152.13 on Wednesday. The company’s fifty day simple moving average is $157.42 and its 200-day simple moving average is $155.25. Yum! Brands, Inc. has a 12 month low of $137.33 and a 12 month high of $169.39. The stock has a market cap of $41.93 billion, a P/E ratio of 24.54, a P/E/G ratio of 1.94 and a beta of 0.61.

Yum! Brands (NYSE:YUM – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The restaurant operator reported $1.50 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 for the quarter, compared to analysts’ expectations of $2.04 billion. During the same period in the previous year, the company posted $1.30 EPS. Yum! Brands’s revenue was up 15.2% on a year-over-year basis. On average, equities research analysts expect that Yum! Brands, Inc. will post 6.77 earnings per share for the current fiscal year.

Yum! Brands Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Wednesday, May 27th will be paid a $0.75 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $3.00 annualized dividend and a dividend yield of 2.0%. Yum! Brands’s 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.