Ticker: YUM

Yum Brands

Consumer Consumer Discretionary Restaurants

Price 140.92

Reco Hold Potential 51 Risk 66 Updated 2026-09-11

Official website

Forecast impact

neutral

Target +27.7% target fill 78.3%

Reaction D5 -7.37% · D10 -5.12%

Impact Potential 0 · Risk 0 valid until 2026-09-16

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Yum Brands, Inc. operates as a global quick-service restaurant company. It owns several well-known brands, including Taco Bell, KFC, and Pizza Hut. The company generates revenue primarily through franchise and company-owned restaurant sales, focusing on the consumer discretionary sector. Its core products include fast food items, beverages, and desserts, catering to a diverse customer base across various markets.

Investment Profile

The investment profile of Yum Brands is more aligned with value investors, given its stable dividend yield and established market presence. However, recent revenue declines and elevated risk factors suggest caution. The stock may appeal to those seeking moderate returns over a medium-term horizon, with a focus on income generation rather than aggressive growth.

Category: Consumer Sector: Consumer Discretionary Industry: Restaurants Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-09-10

EPS (TTM) — earnings per share for the last 12 months, $: 8.01
Revenue QoQ — quarter-over-quarter revenue growth: 5.3%
EPS surprise: 3.2%
20d volatility: 1.6%
Dividend yield: 2.0%
last ex-date: 2026-09-09

AI recommendation changes

Date	Before	After	Reason
2026-08-27	Sell	Hold	Stable fundamentals but mixed momentum signals present uncertainty.
2026-08-19	Hold	Sell	Weak momentum and mixed fundamentals raise uncertainty.
2026-07-31	Sell	Hold	Mixed performance; cautious due to revenue decline.
2026-07-18	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-07-11	Buy	Hold	Mixed fundamentals with moderate analyst support.
2026-06-25	Sell	Buy	Mixed signals; cautious due to revenue decline.
2026-06-19	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-06-11	Sell	Hold	Weak fundamentals and mixed momentum signal caution.
2026-06-03	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-05-24	Sell	Hold	Mixed performance and fundamentals suggest caution.
2026-05-16	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-05-08	—	Hold	Weak revenue growth raises concerns amid mixed signals.
2026-05-06	Buy	Hold	Компания демонстрирует стабильные финансовые показатели, однако недавние колебания выручки и негативная динамика акций за последние месяцы вызывают опасения. Рекомендуется удерживать акции до более ясных сигналов о восст
2026-01-30	Hold	Buy	Компания показывает стабильный рост на длительных интервалах, что указывает на положительную динамику. Умеренный риск обусловлен волатильностью рынка, но текущие показатели предполагают возможность роста.
2026-01-21	Buy	Hold	Компания Yum Brands демонстрирует стабильный рост в долгосрочной перспективе, однако недавнее снижение цены акций и отсутствие данных по EPS и дивидендам создают определенные риски.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-09-10	Wells Fargo	Update	— → 175	145.09
2026-08-17	Argus Research	Target Lowered	— → 180	143.7
2026-07-31	RBC Capital	Target Raised	165 → 170	153.92
2026-07-31	Deutsche Bank	Target Lowered	177 → 174	153.165
2026-06-03	Morgan Stanley	Update	— → 185	146.58
2026-05-04	BMO Capital	Target Raised	165 → 168	156.765
2026-05-01	Morgan Stanley	Target Raised	176 → 180	157.71
2026-04-30	Deutsche Bank	Target Raised	171 → 177	159.46
2026-04-15	Deutsche Bank	Target Raised	169 → 171	161.455
2026-02-13	Evercore ISI	Target Raised	180 → 190	162.04
2026-02-12	Guggenheim	Target Raised	160 → 180	159.06
2026-02-05	Wells Fargo	Target Raised	155 → 160	159.57
2026-02-05	BMO Capital	Target Raised	155 → 165	159.57
2026-02-05	Barclays	Target Raised	179 → 185	159.57
2026-02-02	UBS	Update	— → 180	157.16

News Page 1 of 2

Wolfe Research Identifies Potential Earnings Disappointments Among Major Stocks

08/31/2026, 01:36 PM investing research Meta Platforms Amazon Chewy Yum Brands Nike

Wolfe Research has identified several major companies, including Yum Brands, Nike, and Chewy, as potentially vulnerable to earnings disappointments due to low earnings quality scores, which could lead to significant stock volatility in the current uncertain economic climate.

Yum Brands Reports Mixed Quarterly Results Amid Taco Bell Cyclospora Outbreak

07/30/2026, 04:36 AM business review Yum Brands

Yum Brands reported mixed quarterly results, with concerns about the impact of a cyclospora outbreak linked to Taco Bell potentially affecting future performance. The company's reliance on Taco Bell as a growth driver raises questions about its near-term outlook amid declining customer traffic.

Yum Brands Faces Challenges from Taco Bell’s Cyclosporiasis Outbreak Ahead of Earnings Report

07/29/2026, 04:37 AM business review Yum Brands

Yum Brands faces significant scrutiny ahead of its second-quarter earnings report due to a cyclosporiasis outbreak linked to Taco Bell, which has led to a sharp decline in customer traffic and a drop in the company's stock value. This situation raises concerns about the potential long-term impact on Taco Bell's sales and overall brand reputation.

FDA Clarifies Cyclosporiasis Investigation, Still Links Outbreak to Taylor Farms' Iceberg Lettuce

07/20/2026, 11:38 AM business review Yum Brands

The FDA's clarification regarding a false positive test for cyclospora in iceberg lettuce from Taylor Farms has not altered its conclusion that the outbreak is linked to shredded lettuce from the company, which has affected over 1,600 people. This situation continues to create uncertainty for consumers and the food industry, particularly impacting sales at restaurants like Taco Bell.

Analysts expect limited long-term impact on Yum Brands (YUM) from Taco Bell’s cyclosporiasis outbreak

07/17/2026, 10:37 AM business review Analysts: analysts food consumer Yum Brands

The recent cyclosporiasis outbreak linked to Taco Bell is expected to have a limited long-term impact on the company and the broader restaurant sector, despite causing temporary stock declines and health concerns among consumers.

Analysts UBS recommend adding low volatility stocks to portfolios, highlighting Yum Brands (YUM), Lockheed Martin (LMT), and McDonald’s (MCD)

07/07/2026, 12:35 PM investing recommendation Analysts: analysts, UBS consumer industrials Stryker Keurig Dr Pepper Medtronic Charles Schwab McDonald's Yum Brands Lockheed Martin Eli Lilly

UBS recommends that investors consider adding low volatility stocks to their portfolios following a strong first half of 2026 for the S&P 500, which rose 9.6%. This strategy aims to mitigate potential market turbulence as investors navigate ongoing economic uncertainties.

Non-Sponsor Brands Outperform Official Sponsors in World Cup Advertising Engagement

06/26/2026, 05:38 AM business review Adidas (ADDYY) Levi Strauss & Co Coca-Cola McDonald's Yum Brands

The World Cup has highlighted how non-sponsor brands like Levi's and Taco Bell can achieve significant engagement through creative marketing strategies, often surpassing official sponsors in social media buzz. This shift indicates a changing landscape in sports marketing where creativity and cultural relevance can outweigh traditional sponsorships.

Yum Brands Sells Pizza Hut to LongRange Capital and Yum China for $2.7 Billion

06/16/2026, 05:37 AM business sale Yum China Yum Brands

Yum Brands is divesting Pizza Hut for approximately $2.7 billion, a move aimed at maximizing shareholder value and addressing the chain's ongoing struggles in the competitive pizza market.

KFC Expands Boneless Chicken Offerings and New Drink Options to Regain Market Share

06/15/2026, 04:36 AM business announcement consumer food Yum Brands

KFC is revamping its menu and restaurant designs to regain market share in the competitive chicken quick-service restaurant sector, focusing on boneless chicken options and a wider variety of sauces. This strategic shift comes as the chain faces declining sales in the U.S. and increased competition from rivals like Raising Cane's and Popeyes.

Analysts Morgan Stanley upgraded Yum Brands (YUM) to Overweight and raised target price to $185, indicating 26% upside

06/03/2026, 04:33 AM investing rating_growth Analysts: analysts, Morgan Stanley consumer retail Yum Brands

Morgan Stanley has upgraded Yum Brands to overweight, citing its undervalued stock and potential for growth, making it an attractive investment opportunity for investors.