Sanctuary Advisors LLC Has $5.69 Million Holdings in Yum! Brands, Inc. $YUM

Sanctuary Advisors LLC cut its position in Yum! Brands, Inc. (NYSE:YUM) by 8.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 37,642 shares of the restaurant operator’s stock after selling 3,382 shares during the period. Sanctuary Advisors LLC’s holdings in Yum! Brands were worth $5,694,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC raised its stake in shares of Yum! Brands by 679.2% in the third quarter. Salomon & Ludwin LLC now owns 187 shares of the restaurant operator’s stock worth $28,000 after acquiring an additional 163 shares during the last quarter. Wiser Advisor Group LLC bought a new position in shares of Yum! Brands in the third quarter worth about $28,000. Community Bank N.A. bought a new position in shares of Yum! Brands in the third quarter worth about $29,000. Westside Investment Management Inc. raised its stake in shares of Yum! Brands by 81.7% in the third quarter. Westside Investment Management Inc. now owns 198 shares of the restaurant operator’s stock worth $30,000 after acquiring an additional 89 shares during the last quarter. Finally, CNB Bank raised its stake in shares of Yum! Brands by 833.3% in the third quarter. CNB Bank now owns 224 shares of the restaurant operator’s stock worth $34,000 after acquiring an additional 200 shares during the last quarter. 82.37% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on YUM. UBS Group reaffirmed a “buy” rating and issued a $180.00 target price on shares of Yum! Brands in a research note on Monday, February 2nd. BMO Capital Markets reaffirmed a “market perform” rating and issued a $165.00 target price on shares of Yum! Brands in a research note on Thursday, February 5th. Barclays set a $185.00 target price on shares of Yum! Brands and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Evercore reaffirmed an “outperform” rating and issued a $190.00 target price on shares of Yum! Brands in a research note on Friday, February 13th. Finally, Guggenheim reaffirmed a “buy” rating and issued a $180.00 target price on shares of Yum! Brands in a research note on Thursday, February 12th. Twelve research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $174.83.

Trending Headlines about Yum! Brands

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

• Positive Sentiment: Company results: Yum reported adjusted Q1 EPS of $1.50 (GAAP $1.55), above Street estimates, and revenue of $2.06B (up ~15% YoY). Management framed the quarter as a solid start to fiscal 2026. Yum! Brands Reports First-Quarter Results
• Positive Sentiment: Taco Bell strength: Taco Bell posted ~8% same?store sales growth, led by value, innovation and digital channels — the brand was singled out as the primary driver of the quarter’s outperformance. Taco Bell is the star for Yum! Brands again in Q1
• Positive Sentiment: Unit growth and global footprint: Yum opened more than 1,000 new units to start fiscal 2026, supporting system sales and long?term revenue leverage from franchised expansion. Yum! Brands Opens More Than 1,000 Units in Strong Start to Fiscal 2026
• Neutral Sentiment: Market reaction and commentary: News outlets and trade desks note shares reacting positively to the beat and management commentary; some coverage highlights digital growth and cross?brand value strategies driving momentum. What’s going on with Yum! Brands stock today?
• Neutral Sentiment: Earnings call context: Management emphasized value menus, cross?brand playbooks and digital product mix on the call — useful color for guidance and cadence but not a material revision to full?year targets yet. Yum! Brands, Inc. (YUM) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Mixed banner performance: While Taco Bell outperformed, coverage flags uneven results at other banners (Pizza Hut showing weakness), which tempers how durable the company?wide upside is. Yum! Brands (YUM) Stock Surges as Taco Bell Delivers Stellar Q1 Performance
• Negative Sentiment: Valuation & capital metrics: YUM trades at a premium multiple (P/E ~28.8, PEG ~2.0) and company filings note a negative ROE figure, items investors will watch as expectations rise and as management allocates capital. YUM Stock Quote & News

Yum! Brands Price Performance

YUM opened at $159.92 on Thursday. The company has a market cap of $44.16 billion, a price-to-earnings ratio of 28.81, a price-to-earnings-growth ratio of 2.05 and a beta of 0.66. The firm has a 50 day simple moving average of $159.85 and a 200 day simple moving average of $154.42. Yum! Brands, Inc. has a fifty-two week low of $137.33 and a fifty-two week high of $169.39.

Yum! Brands (NYSE:YUM) last posted its quarterly earnings results on Wednesday, April 29th. The restaurant operator reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.11. The business had revenue of $2.06 billion during the quarter, compared to the consensus estimate of $2.04 billion. Yum! Brands had a net margin of 18.98% and a negative return on equity of 22.42%. Yum! Brands’s revenue for the quarter was up 15.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.30 earnings per share. As a group, analysts expect that Yum! Brands, Inc. will post 6.68 EPS for the current year.

Yum! Brands Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Friday, February 20th were paid a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a dividend yield of 1.9%. This is a positive change from Yum! Brands’s previous quarterly dividend of $0.71. The ex-dividend date of this dividend was Friday, February 20th. Yum! Brands’s payout ratio is presently 54.05%.

Insider Buying and Selling

In related news, CEO Aaron Powell sold 12,000 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $161.44, for a total transaction of $1,937,280.00. Following the completion of the sale, the chief executive officer directly owned 14,650 shares of the company’s stock, valued at $2,365,096. The trade was a 45.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Scott Mezvinsky sold 284 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $166.02, for a total transaction of $47,149.68. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 14,138 shares of company stock valued at $2,289,990 over the last ninety days. Insiders own 0.14% of the company’s stock.

Yum! Brands Profile

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.