Reading the tape
NYSE: YUM
Yum! Brands, Inc.
Consumer Cyclical · Restaurants
Market Cap
$42.69B
52w High
$169.39
52w Low
$137.33
P/E
24.61
Volume
502.86K
Outstanding Shares
276.43M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
1Y Price: 5.4%Revenue (TTM): 9.65%FCF (TTM): 13.65%P/FCF: 23rd pct
What changed
The stock rose 5.4% over the last year. Revenue grew 9.65% over the trailing twelve months. Operating margin moved from 31.42% to 31.47%. Free cash flow grew 13.65% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 31.47%. A decisive move in revenue — currently up 9.65% — would be the clearest signal to resolve the ambiguity.
Company profile
YUM!
CEOChristopher Lee Turner
SectorConsumer Cyclical
IndustryRestaurants
Employees49,000
IPO dateSep 17, 1997
Valuation
Forward P/E—
EV/EBITDA19.14
Enterprise value$53.26B
Stock splits
Nov 1, 2016↑ Forward
Every 1000 shares became 1391
Jun 27, 2007↑ Forward
Every 1 shares became 2
Jun 18, 2002↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth15.22%
Gross margin45.67%▼2.76%vs FY2024
Operating margin31.47%▼3.24%vs FY2024
ROE-21.28%▼9.54%vs FY2024
Analyst consensus
RatingHold
Target price$175.91▲13.90%
18
Buy
30
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 4, 2026
Q3 FY26 · EPS est $1.59 · Revenue est $2.19B
View
Dividends
$2.88/shareQuarterly8yr growth streakSafeYUM pays a dividend with a 1.86% dividend yield, 8 consecutive years of growth, growing at 8.56% annually, covered 2.1× by free cash flow.
Dividend Yield
1.86%
Annual Div / Share
$2.88
5yr CAGR
+8.56%
Doubles every ~8.4yr
Payout Ratio
45.91%
Safe
Dividend Growth Rate
3yr CAGR
+7.55%
5yr CAGR
+8.56%
10yr CAGR
+8.7%
Dividend Safety
9/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$2.88+5.9%
2024$2.72+9.5%
2023$2.48+7.3%
2022$2.31+11.8%
2021$2.07+8.4%
2020$1.91+10.4%
2019$1.73+15.3%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$19/yr
$2/mo
In 5 yrs
$28/yr+51%
$2/mo
In 10 yrs
$42/yr+127%
$4/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$19/yr $2/mo | $28/yr+51% $2/mo | $42/yr+127% $4/mo |
Yield-on-cost grows from 1.86% → 4.24% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 2.1× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 8.56% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.