Mondelez International, Inc. $MDLZ Shares Bought by South Dakota Investment Council

South Dakota Investment Council grew its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ) by 16.8% in the 1st quarter, Holdings Channel reports. The institutional investor owned 196,927 shares of the company’s stock after buying an additional 28,300 shares during the quarter. South Dakota Investment Council’s holdings in Mondelez International were worth $11,351,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. J.Safra Asset Management Corp acquired a new position in Mondelez International in the fourth quarter valued at $25,000. Advocate Investing Services LLC acquired a new stake in Mondelez International during the fourth quarter worth about $25,000. Kemnay Advisory Services Inc. acquired a new stake in Mondelez International during the fourth quarter worth about $28,000. High Point Wealth Management LLC purchased a new position in shares of Mondelez International in the 4th quarter worth about $30,000. Finally, McIlrath & Eck LLC purchased a new position in shares of Mondelez International in the 4th quarter worth about $30,000. 78.32% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Mondelez International

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

• Positive Sentiment: Mondelez reported second-quarter revenue of $9.36 billion, ahead of the $9.21 billion consensus estimate, while adjusted EPS of $0.73 exceeded expectations of approximately $0.67-$0.68. Revenue increased 4.1% year over year, supported by pricing, volume growth, and strength in Latin America. Reuters earnings report
• Positive Sentiment: The company raised its 2026 organic net revenue outlook to at least 2% growth, signaling continued confidence in demand despite consumer-spending concerns. Management also cited volume/mix growth, market-share gains, and improved profitability. Mondelez Q2 results
• Positive Sentiment: BNP Paribas Exane raised its price target from $68 to $70 and assigned an “outperform” rating; TD Cowen increased its target from $67 to $70 with a “buy” rating; and JPMorgan lifted its target from $70 to $72 while maintaining an “overweight” rating. The upgrades reinforce bullish sentiment following the earnings report. Benzinga analyst actions
• Neutral Sentiment: Adjusted EPS was essentially flat year over year on a constant-currency basis, and the company’s full-year EPS guidance of $2.97-$3.12 remains broadly in line with the roughly $3.05 analyst consensus. This limits the extent of the earnings upside.
• Negative Sentiment: A broader market sell-off tied to a sharp oil-price increase, geopolitical tensions involving the United States and Iran, and uncertainty ahead of the Federal Reserve’s decision could create headwinds for MDLZ despite its company-specific gains. Market update

Mondelez International Price Performance

MDLZ opened at $64.99 on Thursday. The company has a fifty day simple moving average of $60.95 and a 200 day simple moving average of $59.48. The firm has a market cap of $83.42 billion, a price-to-earnings ratio of 23.89, a PEG ratio of 2.59 and a beta of 0.39. Mondelez International, Inc. has a twelve month low of $51.20 and a twelve month high of $67.95. The company has a current ratio of 0.54, a quick ratio of 0.37 and a debt-to-equity ratio of 0.60.

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

Mondelez International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 30th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Tuesday, June 30th. Mondelez International’s payout ratio is presently 99.50%.

Analyst Ratings Changes

Several research firms have recently weighed in on MDLZ. BNP Paribas Exane boosted their target price on Mondelez International from $68.00 to $70.00 and gave the stock an “outperform” rating in a report on Wednesday. Freedom Capital lowered shares of Mondelez International from a “strong-buy” rating to a “hold” rating in a report on Friday, June 26th. UBS Group lifted their price target on shares of Mondelez International from $62.00 to $64.00 and gave the company a “neutral” rating in a research report on Wednesday, April 29th. BTIG Research began coverage on shares of Mondelez International in a research note on Tuesday, April 14th. They set a “buy” rating and a $70.00 price objective for the company. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $73.00 price objective on shares of Mondelez International in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $67.20.

Mondelez International 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.