Mitsubishi UFJ Trust & Banking Corp Cuts Holdings in Yum China $YUMC

30 Jan 2026, 05:34 by Jessica Moore · The Cerbat Gem

Mitsubishi UFJ Trust & Banking Corp decreased its stake in Yum China (NYSE:YUMC – Free Report) by 45.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 86,156 shares of the company’s stock after selling 72,281 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Yum China were worth $3,698,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. Quent Capital LLC bought a new position in Yum China in the third quarter valued at $28,000. Bell Investment Advisors Inc boosted its holdings in shares of Yum China by 95.6% in the 2nd quarter. Bell Investment Advisors Inc now owns 665 shares of the company’s stock worth $30,000 after purchasing an additional 325 shares in the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of Yum China during the 2nd quarter valued at about $45,000. Hantz Financial Services Inc. raised its holdings in shares of Yum China by 76.3% during the 2nd quarter. Hantz Financial Services Inc. now owns 1,070 shares of the company’s stock valued at $48,000 after buying an additional 463 shares in the last quarter. Finally, Caldwell Trust Co bought a new stake in Yum China in the 2nd quarter worth approximately $56,000. 85.58% of the stock is owned by institutional investors.

Insider Activity

In other news, insider Duoduo (Howard) Huang sold 4,888 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $48.10, for a total transaction of $235,112.80. Following the completion of the sale, the insider directly owned 22,510 shares in the company, valued at approximately $1,082,731. This represents a 17.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Jeff Kuai sold 5,167 shares of the firm’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $48.00, for a total value of $248,016.00. Following the completion of the sale, the insider directly owned 56,602 shares in the company, valued at $2,716,896. The trade was a 8.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 18,242 shares of company stock valued at $878,397. Insiders own 0.40% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on YUMC. Weiss Ratings reiterated a “hold (c)” rating on shares of Yum China in a research report on Wednesday, January 21st. CLSA reaffirmed an “outperform” rating and set a $55.00 target price on shares of Yum China in a report on Tuesday, November 25th. One analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Yum China presently has a consensus rating of “Moderate Buy” and an average target price of $55.00.

Check Out Our Latest Analysis on Yum China

Yum China Price Performance

Shares of Yum China stock opened at $50.49 on Friday. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.32 and a quick ratio of 1.15. Yum China has a one year low of $41.00 and a one year high of $53.99. The business’s 50 day simple moving average is $48.03 and its two-hundred day simple moving average is $45.98. The stock has a market capitalization of $18.25 billion, a P/E ratio of 20.95, a price-to-earnings-growth ratio of 1.60 and a beta of 0.14.

Yum China (NYSE:YUMC – Get Free Report) last issued its earnings results on Tuesday, November 4th. The company reported $0.76 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.76. Yum China had a net margin of 7.81% and a return on equity of 14.08%. The firm had revenue of $3.21 billion for the quarter, compared to analysts’ expectations of $3.20 billion. During the same quarter last year, the business earned $0.77 earnings per share. The business’s revenue was up 4.4% on a year-over-year basis. Analysts forecast that Yum China will post 2.54 EPS for the current year.

Yum China announced that its Board of Directors has approved a share repurchase program on Friday, December 12th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the company to buy up to 5.8% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Yum China Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Tuesday, December 2nd were given a $0.24 dividend. The ex-dividend date was Tuesday, December 2nd. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.9%. Yum China’s payout ratio is presently 39.83%.

About Yum China

(Free Report)

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.