Mondelez International (NASDAQ:MDLZ) Updates FY 2026 Earnings Guidance

Mondelez International (NASDAQ:MDLZ) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.970-3.120 for the period, compared to the consensus earnings per share estimate of 3.050. The company issued revenue guidance of -.

Mondelez International Stock Performance

MDLZ stock traded down $2.29 during midday trading on Thursday, reaching $62.70. The stock had a trading volume of 2,456,081 shares, compared to its average volume of 9,759,104. The firm has a fifty day simple moving average of $60.95 and a two-hundred day simple moving average of $59.48. The stock has a market cap of $80.48 billion, a PE ratio of 23.08, a P/E/G ratio of 2.59 and a beta of 0.39. Mondelez International has a 52-week low of $51.20 and a 52-week high of $66.65. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.37 and a current ratio of 0.54.

Mondelez International (NASDAQ:MDLZ) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.05. Mondelez International had a return on equity of 14.17% and a net margin of 8.86%.The company had revenue of $9.36 billion during the quarter, compared to the consensus estimate of $9.21 billion. During the same period in the previous year, the company posted $0.73 earnings per share. Mondelez International’s revenue for the quarter was up 4.1% on a year-over-year basis. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. As a group, equities research analysts anticipate that Mondelez International will post 3.04 EPS for the current year.

Mondelez International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 30th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 3.2%. The ex-dividend date of this dividend was Tuesday, June 30th. Mondelez International’s payout ratio is 99.50%.

Wall Street Analysts Forecast Growth

MDLZ has been the subject of a number of analyst reports. JPMorgan Chase & Co. upped their price target on Mondelez International from $70.00 to $72.00 and gave the company an “overweight” rating in a research report on Wednesday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Mondelez International in a report on Monday, July 20th. Jefferies Financial Group restated a “buy” rating and set a $73.00 price objective on shares of Mondelez International in a research report on Wednesday. BNP Paribas Exane lifted their target price on Mondelez International from $68.00 to $70.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Morgan Stanley restated an “overweight” rating on shares of Mondelez International in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $67.30.

Mondelez International News Roundup

Here are the key news stories impacting Mondelez International this week:

• Positive Sentiment: Analysts raised price targets: Barclays lifted its target from $68 to $70 and assigned an “overweight” rating. BNP Paribas Exane and TD Cowen also raised their targets to $70, with “outperform” and “buy” ratings, respectively. JPMorgan increased its target from $70 to $72 and maintained an “overweight” rating. The revisions imply roughly 8% to 11% potential upside based on the cited reference price. Benzinga analyst price-target reports
• Positive Sentiment: Q2 results exceeded expectations: Mondelez reported adjusted earnings of $0.73 per share versus consensus estimates of approximately $0.67-$0.68, while revenue rose 4.1% year over year to $9.36 billion, ahead of the $9.21 billion estimate. Organic revenue increased 2.2%, supported by pricing, volume/mix growth and continued demand for chocolate and biscuits. Oreo maker Mondelez beats second-quarter sales estimates
• Positive Sentiment: 2026 outlook improved: Management raised its organic net revenue growth outlook to at least 2%. The company also reported improved profitability, $1.3 billion in year-to-date operating cash flow, $0.7 billion in free cash flow and a 4% quarterly dividend increase. Mondelez International lifts outlook on higher quarterly sales
• Neutral Sentiment: Fiscal 2026 EPS guidance of $2.97-$3.12 has a midpoint of $3.045, broadly in line with the roughly $3.05 analyst consensus. This supports stability but offers limited upside surprise at present. Mondel?z International reports Q2 2026 results
• Negative Sentiment: Adjusted EPS declined 2.7% on a constant-currency basis from the prior year, and broader market pressure from a sharp oil-price surge and geopolitical tensions could weigh on consumer-staples sentiment despite Mondelez’s company-specific earnings beat. Oil spikes as stock market declines before Fed decision

Institutional Trading of Mondelez International

Hedge funds have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in Mondelez International by 92.4% during the 4th quarter. Brighton Jones LLC now owns 14,631 shares of the company’s stock valued at $874,000 after buying an additional 7,025 shares during the last quarter. Los Angeles Capital Management LLC boosted its position in Mondelez International by 17.0% during the fourth quarter. Los Angeles Capital Management LLC now owns 7,165 shares of the company’s stock worth $414,000 after acquiring an additional 1,042 shares during the last quarter. Modern Wealth Management LLC grew its stake in Mondelez International by 8.9% in the 2nd quarter. Modern Wealth Management LLC now owns 5,829 shares of the company’s stock worth $393,000 after acquiring an additional 478 shares during the period. First Western Trust Bank raised its holdings in Mondelez International by 18.2% in the 4th quarter. First Western Trust Bank now owns 6,569 shares of the company’s stock valued at $354,000 after acquiring an additional 1,011 shares during the last quarter. Finally, Sig Brokerage LP boosted its holdings in shares of Mondelez International by 131.0% during the third quarter. Sig Brokerage LP now owns 4,658 shares of the company’s stock worth $291,000 after purchasing an additional 19,694 shares during the last quarter. 78.32% of the stock is owned by institutional investors and hedge funds.

Mondelez International Company Profile

Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e?commerce channels around the world.

The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.