69,262 Shares in Yum China $YUMC Acquired by GSA Capital Partners LLP

GSA Capital Partners LLP bought a new stake in shares of Yum China (NYSE:YUMC) in the 2nd quarter, Holdings Channel.com reports. The firm bought 69,262 shares of the company’s stock, valued at approximately $2,831,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in YUMC. Main Street Group LTD purchased a new stake in shares of Yum China in the 1st quarter worth $26,000. Duncker Streett & Co. Inc. purchased a new position in Yum China during the fourth quarter valued at $26,000. Ascentis Independent Advisors bought a new stake in Yum China during the first quarter valued at about $27,000. Elyxium Wealth LLC bought a new stake in Yum China during the fourth quarter valued at about $27,000. Finally, Cresta Advisors Ltd. purchased a new stake in Yum China in the fourth quarter worth about $28,000. 85.58% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Yum China

In related news, insider Jeff Kuai sold 14,586 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $47.72, for a total value of $696,043.92. Following the transaction, the insider directly owned 63,541 shares of the company’s stock, valued at approximately $3,032,176.52. The trade was a 18.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.44% of the company’s stock.

Key Yum China News

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

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its FY2026 EPS estimate to $2.92 from $2.91, FY2027 to $3.42 from $3.32, and FY2028 to $4.03 from $3.81. Estimates were also raised for Q1 2027, Q3 2027, Q4 2027 and Q1 2028, suggesting improving expectations for Yum China’s longer-term profitability. Yum China analyst estimates
• Positive Sentiment: Recent operating results exceeded expectations. Yum China’s latest quarterly report showed EPS of $0.70 versus the $0.67 consensus estimate, while revenue of $3.14 billion beat forecasts of $3.05 billion and increased 12.6% year over year. The earnings outperformance provides additional support for the stock. Yum China quarterly earnings
• Positive Sentiment: Dividend supports shareholder returns. The company declared a quarterly dividend of $0.29 per share, or $1.16 annualized, representing a yield of approximately 2.5%. Goldman Sachs also maintained a Buy rating with a $59 price target, above recent trading levels. Yum China dividend and analyst coverage
• Neutral Sentiment: Insider transaction disclosed. Insider Jeff Kuai sold 14,586 shares for approximately $696,000, reducing his direct holdings by 18.67%. The sale could weigh on sentiment, though one insider transaction does not necessarily indicate a change in the company’s fundamentals. Yum China insider sale
• Negative Sentiment: Some analyst sentiment remains cautious. Wall Street Zen recently downgraded Yum China from Buy to Hold, creating a counterweight to the higher earnings estimates and Goldman Sachs’ Buy rating.

Yum China Trading Up 0.7%

Shares of Yum China stock opened at $47.59 on Friday. The company has a market capitalization of $16.30 billion, a P/E ratio of 17.43, a P/E/G ratio of 1.25 and a beta of 0.09. The company has a debt-to-equity ratio of 0.01, a quick ratio of 0.83 and a current ratio of 0.96. The company has a fifty day moving average of $44.04 and a 200 day moving average of $47.93. Yum China has a fifty-two week low of $40.15 and a fifty-two week high of $58.39.

Yum China (NYSE:YUMC) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.70 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $0.03. Yum China had a return on equity of 15.82% and a net margin of 7.84%.The business had revenue of $3.14 billion for the quarter, compared to analysts’ expectations of $3.05 billion. During the same period last year, the firm earned $0.58 earnings per share. The business’s quarterly revenue was up 12.6% on a year-over-year basis. On average, sell-side analysts anticipate that Yum China will post 2.95 earnings per share for the current fiscal year.

Yum China Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, August 27th will be given a dividend of $0.29 per share. The ex-dividend date is Thursday, August 27th. This represents a $1.16 annualized dividend and a dividend yield of 2.4%. Yum China’s dividend payout ratio (DPR) is currently 42.49%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on YUMC. Wall Street Zen cut Yum China from a “buy” rating to a “hold” rating in a research report on Sunday, August 9th. Weiss Ratings lowered shares of Yum China from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, May 26th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $59.00 target price on shares of Yum China in a research note on Thursday, July 30th. Three investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, Yum China presently has an average rating of “Moderate Buy” and an average price target of $59.21.

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.