Bank of New York Mellon Corp Cuts Holdings in Yum! Brands, Inc. $YUM

Posted by ABMN Staff on Jun 5th, 2026

Bank of New York Mellon Corp decreased its stake in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 12.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,843,632 shares of the restaurant operator’s stock after selling 264,306 shares during the quarter. Bank of New York Mellon Corp’s holdings in Yum! Brands were worth $278,905,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Yum! Brands during the 4th quarter worth about $706,799,000. Junto Capital Management LP acquired a new position in shares of Yum! Brands during the 3rd quarter worth about $133,251,000. Balyasny Asset Management L.P. acquired a new stake in shares of Yum! Brands during the third quarter worth about $126,945,000. Vanguard Group Inc. increased its position in shares of Yum! Brands by 2.0% during the third quarter. Vanguard Group Inc. now owns 35,242,558 shares of the restaurant operator’s stock worth $5,356,869,000 after purchasing an additional 684,946 shares in the last quarter. Finally, Marshall Wace LLP acquired a new stake in shares of Yum! Brands during the third quarter worth about $86,944,000. Hedge funds and other institutional investors own 82.37% of the company’s stock.

Yum! Brands Stock Down 0.3%

YUM opened at $148.03 on Friday. The business has a 50 day moving average price of $155.49 and a two-hundred day moving average price of $155.63. The company has a market cap of $40.80 billion, a PE ratio of 23.88, a P/E/G ratio of 1.89 and a beta of 0.57. Yum! Brands, Inc. has a 52 week low of $137.33 and a 52 week high of $169.39.

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

Yum! Brands Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Wednesday, May 27th will be paid a dividend of $0.75 per share. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $3.00 annualized dividend and a yield of 2.0%. Yum! Brands’s dividend payout ratio is currently 48.39%.

Yum! Brands News Summary

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

Positive Sentiment: Reports that Yum! Brands may sell Pizza Hut to LongRange Capital have fueled a “sum-of-the-parts” narrative, potentially improving valuation by letting Yum focus on its stronger brands and use proceeds to strengthen the balance sheet. Pizza Hut Sale: Yum Brands In Talks With LongRange Capital
Positive Sentiment: Yum’s push to use AI and data science to forecast customer cravings across Taco Bell, KFC, Pizza Hut and Habit Burger & Grill highlights efforts to improve menu innovation and long-term growth. Exclusive: Inside Yum’s effort to predict what customers will crave next
Neutral Sentiment: Yum! Brands COO Tracy Skeans announced plans to retire after 25 years, but the company says she will stay on as an advisor through year-end, suggesting an orderly transition. Yum Brands COO to retire after 25 years
Neutral Sentiment: Yum! Brands also drew attention after a strong trading session and continued analyst support following its recent earnings beat, which showed better-than-expected EPS and revenue growth. Yum! Brands Inc. stock outperforms competitors on strong trading day
Negative Sentiment: CEO Scott Mezvinsky’s recent insider share sale under a pre-arranged trading plan may weigh slightly on sentiment, even though the transaction was routine. Yum! Brands Keeps Growing. Why the Stock Price Will Follow.

Insider Buying and Selling

In other Yum! Brands news, CEO Sean Tresvant sold 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $154.68, for a total transaction of $464,040.00. Following the completion of the sale, the chief executive officer directly owned 3,140 shares of the company’s stock, valued at $485,695.20. This represents a 48.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Tracy L. Skeans sold 1,837 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $152.00, for a total value of $279,224.00. Following the sale, the chief operating officer directly owned 3,497 shares of the company’s stock, valued at approximately $531,544. This represents a 34.44% 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. Insiders sold 5,895 shares of company stock valued at $906,499 in the last quarter. 0.14% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Citigroup lifted their target price on Yum! Brands from $174.00 to $175.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Evercore reiterated an “outperform” rating and set a $190.00 target price on shares of Yum! Brands in a research report on Friday, February 13th. TD Cowen cut their target price on Yum! Brands from $186.00 to $180.00 and set a “buy” rating on the stock in a research report on Wednesday, May 27th. JPMorgan Chase & Co. lifted their target price on Yum! Brands from $160.00 to $170.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Finally, Wells Fargo & Company lifted their target price on Yum! Brands from $160.00 to $165.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Yum! Brands currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.17.

Read Our Latest Report on Yum! Brands

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.