Yum China $YUMC Shares Purchased by Pictet Asset Management Holding SA

Pictet Asset Management Holding SA lifted its stake in shares of Yum China (NYSE:YUMC) by 8.5% during the fourth quarter, Holdings Channel reports. The firm owned 477,838 shares of the company’s stock after purchasing an additional 37,250 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Yum China were worth $22,635,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of YUMC. Jackson Grant Investment Advisers Inc. lifted its position in Yum China by 526.3% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 595 shares of the company’s stock worth $26,000 after buying an additional 500 shares in the last quarter. Duncker Streett & Co. Inc. purchased a new position in shares of Yum China during the 4th quarter valued at $26,000. Quent Capital LLC purchased a new position in shares of Yum China during the 3rd quarter valued at $28,000. Stone House Investment Management LLC increased its stake in shares of Yum China by 106.2% in the fourth quarter. Stone House Investment Management LLC now owns 629 shares of the company’s stock worth $30,000 after acquiring an additional 324 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its holdings in shares of Yum China by 147.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 945 shares of the company’s stock worth $41,000 after acquiring an additional 563 shares in the last quarter. Institutional investors and hedge funds own 85.58% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Joey Wat sold 104,000 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $55.18, for a total value of $5,738,720.00. Following the transaction, the chief executive officer directly owned 433,306 shares of the company’s stock, valued at $23,909,825.08. The trade was a 19.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Xueling Lu sold 23,504 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $55.84, for a total value of $1,312,463.36. Following the completion of the transaction, the insider directly owned 9,042 shares in the company, valued at approximately $504,905.28. This represents a 72.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 135,117 shares of company stock valued at $7,479,590. 0.40% of the stock is currently owned by insiders.

Yum China Stock Performance

NYSE:YUMC opened at $48.47 on Friday. The firm’s 50-day moving average is $51.00 and its 200-day moving average is $49.09. The company has a market cap of $17.02 billion, a price-to-earnings ratio of 18.57, a PEG ratio of 1.38 and a beta of 0.17. The company has a debt-to-equity ratio of 0.01, a quick ratio of 0.85 and a current ratio of 1.05. Yum China has a 52-week low of $41.69 and a 52-week high of $58.39.

Yum China (NYSE:YUMC) last issued its earnings results on Wednesday, April 29th. The company reported $0.87 EPS for the quarter, meeting analysts’ consensus estimates of $0.87. The business had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.21 billion. Yum China had a return on equity of 14.98% and a net margin of 7.83%.Yum China’s revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.77 earnings per share. Equities research analysts anticipate that Yum China will post 2.91 earnings per share for the current year.

Yum China Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 17th. Shareholders of record on Wednesday, May 27th will be given a $0.29 dividend. The ex-dividend date is Wednesday, May 27th. This represents a $1.16 dividend on an annualized basis and a yield of 2.4%. Yum China’s payout ratio is 46.22%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Yum China in a research report on Wednesday, January 21st. Wall Street Zen upgraded Yum China from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. The Goldman Sachs Group restated a “buy” rating and issued a $58.50 price objective on shares of Yum China in a report on Wednesday, February 4th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $63.64 price objective on shares of Yum China in a research report on Thursday, February 5th. Three research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $59.05.

Key Stories Impacting Yum China

Here are the key news stories impacting Yum China this week:

• Positive Sentiment: Record first-quarter operating profit and solid revenue growth: Yum China reported record Q1 operating profit (USD 447M), ~10% revenue growth and beat revenue estimates, supporting margin expansion. Yum China Posts Record First-Quarter Operating Profit of USD447 Million
• Positive Sentiment: Accelerating store openings and digital engagement are cited as drivers of sustained sales momentum and unit economics improvement — a growth catalyst for 2026. Yum China Delivers Record Q1 Growth and Accelerates Expansion in China
• Positive Sentiment: Shareholder returns and dividend: management reiterated a plan to return about $1.5B in 2026 and declared a quarterly dividend ($0.29/share), supporting investor income expectations. Yum China Reports First Quarter 2026 Results
• Neutral Sentiment: EPS met consensus ($0.87) — the report matched estimates on the bottom line even as revenue beat, so the surprise was limited. Earnings Report / Transcript
• Neutral Sentiment: HSBC trimmed its target price but kept a Buy rating, reflecting mixed near-term upside expectations despite solid results. HSBC Research Cuts YUM CHINA TP to HKD464.9, Reiterates Buy
• Neutral Sentiment: Analyst write-ups compare valuation versus peers (e.g., Dutch Bros), useful for investors weighing relative value but not immediately market-moving. YUMC vs. BROS: Which Stock Is the Better Value Option?
• Negative Sentiment: Large institutional selling: Mondrian sold ~5.5M Yum China shares (~$285M), a material block that can create near-term selling pressure. Mondrian Dumps 5.5 Million Yum China Shares
• Negative Sentiment: Post-earnings profit-taking trimmed gains after the initial rally, contributing to the stock’s modest pullback despite fundamental positives. What’s Going On With Yum China Stock On Wednesday?

Yum China Profile

Yum China Holdings, Inc operates as the largest quick-service restaurant company in China, through its ownership and franchising of brands such as KFC, Pizza Hut and Taco Bell. The company’s core business encompasses full-service and fast?casual dining, takeout and delivery channels, as well as ancillary services including loyalty programs and digital ordering platforms. Yum China’s restaurants offer a diverse menu that adapts global brand concepts to local consumer preferences, featuring items such as soy?marinated chicken, customized pizzas and region?inspired side dishes.

In addition to its signature brands, Yum China has expanded its portfolio to include innovative concepts tailored to evolving market trends, such as plant?based offerings, self?service kiosks and mobile app integrations.