Jupiter Topco LLC Takes $5.46 Million Position in Yum! Brands, Inc. $YUM

Posted by Brenda Bartman on Sep 1st, 2026

Jupiter Topco LLC purchased a new position in Yum! Brands, Inc. (NYSE:YUM – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 34,141 shares of the restaurant operator’s stock, valued at approximately $5,458,000.

Several other large investors have also recently made changes to their positions in YUM. Steph & Co. lifted its holdings in Yum! Brands by 107.5% in the 1st quarter. Steph & Co. now owns 166 shares of the restaurant operator’s stock valued at $26,000 after purchasing an additional 86 shares in the last quarter. Edmond DE Rothschild Holding S.A. purchased a new stake in shares of Yum! Brands during the second quarter worth $27,000. MV Capital Management Inc. acquired a new stake in shares of Yum! Brands in the fourth quarter valued at about $28,000. Manning & Napier Advisors LLC acquired a new stake in shares of Yum! Brands in the first quarter valued at about $28,000. Finally, Wiser Advisor Group LLC purchased a new position in shares of Yum! Brands in the third quarter worth about $28,000. 82.37% of the stock is currently owned by hedge funds and other institutional investors.

Yum! Brands Trading Down 0.3%

Shares of YUM opened at $153.36 on Tuesday. Yum! Brands, Inc. has a 12-month low of $137.33 and a 12-month high of $170.14. The firm has a market capitalization of $41.85 billion, a P/E ratio of 19.29, a P/E/G ratio of 2.50 and a beta of 0.55. The firm has a 50-day moving average price of $153.54 and a 200 day moving average price of $155.75.

Yum! Brands (NYSE:YUM – Get Free Report) last issued its earnings results on Thursday, July 30th. The restaurant operator reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.58 by $0.04. The company had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.18 billion. Yum! Brands had a net margin of 25.42% and a negative return on equity of 24.57%. Yum! Brands’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.44 earnings per share. Equities research analysts predict that Yum! Brands, Inc. will post 6.42 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, September 18th. Stockholders of record on Wednesday, September 9th will be given a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Wednesday, September 9th. Yum! Brands’s payout ratio is presently 37.74%.

Yum! Brands announced that its Board of Directors has initiated a share repurchase program on Tuesday, June 16th that allows the company to buyback $4.00 billion in shares. This buyback authorization allows the restaurant operator to purchase up to 9.4% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on YUM shares. Evercore reaffirmed an “outperform” rating on shares of Yum! Brands in a research note on Tuesday, June 16th. Weiss Ratings lowered shares of Yum! Brands from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 28th. BMO Capital Markets restated a “market perform” rating and set a $168.00 target price on shares of Yum! Brands in a report on Monday, May 4th. Royal Bank Of Canada boosted their target price on Yum! Brands from $165.00 to $170.00 and gave the stock a “sector perform” rating in a report on Friday, July 31st. Finally, Argus cut their price target on Yum! Brands from $185.00 to $180.00 and set a “buy” rating for the company in a report on Monday, August 17th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $174.65.

View Our Latest Stock Analysis on YUM

Insider Activity

In related news, CEO Aaron Powell sold 6,001 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $160.42, for a total value of $962,680.42. Following the transaction, the chief executive officer directly owned 12,003 shares in the company, valued at approximately $1,925,521.26. This represents a 33.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP David Eric Russell sold 7,961 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $153.15, for a total value of $1,219,227.15. Following the completion of the transaction, the vice president owned 11,960 shares of the company’s stock, valued at $1,831,674. The trade was a 39.96% 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 have sold 18,512 shares of company stock worth $2,899,517. 0.14% of the stock is owned by company insiders.

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.