September 27, 2025 a 01:01 pm
YUM: Analysts Ratings - Yum! Brands, Inc.
Yum! Brands, Inc. maintains a prominent position in the quick service restaurant industry with its globally recognized brands such as KFC, Pizza Hut, and Taco Bell. Over recent months, analysts' ratings have shown stability, predominantly leaning towards 'Hold' and 'Buy' recommendations. This reflects consistent confidence in the company's established market presence, though shifts in global consumer trends could pose future challenges.
Historical Stock Grades
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 8 | |
| Hold | 19 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
Over recent months, the sentiment towards Yum! Brands shows slight fluctuations but reveals a steady trend with dominant 'Hold' and 'Buy' ratings. The analysis indicates:
- A consistent decrease in 'Strong Buy' recommendations from 2024 to 2025, with a parallel increase in 'Hold' positions.
- The absence of 'Sell' and 'Strong Sell' recommendations signifies a generally positive market outlook.
- The 'Buy' recommendations have remained fairly stable, maintaining investors' confidence in growth potential.
Percentage Trends
Reviewing the data, noticeable shifts include:
- 'Strong Buy' ratings reduced from 5 in 2024 to 2 in the recent months, signaling cautious optimism.
- 'Hold' ratings spiked substantially from previous levels, indicating an increased wait-and-see approach by analysts.
- Password-standing 'Buy' ratings, underscoring moderate bullishness and increasing conservativeness among analysts.
Over the past year, the market displays a leaning towards stability with a marginal decrease in assertive buying signals.
Latest Analyst Recommendations
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-06 | Equal Weight | Equal Weight | Wells Fargo |
| 2025-08-06 | In Line | In Line | Evercore ISI Group |
| 2025-08-06 | Equal Weight | Equal Weight | Morgan Stanley |
| 2025-08-06 | Overweight | Overweight | JP Morgan |
| 2025-08-05 | Hold | Hold | TD Cowen |
Analyst Recommendations with Change of Opinion
The records of analysts' recommendations reveal some upgrades:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-06-25 | Overweight | Neutral | JP Morgan |
| 2025-06-10 | Buy | Neutral | Redburn Atlantic |
| 2025-06-04 | Buy | Neutral | Goldman Sachs |
| 2025-05-05 | Neutral | Neutral | Goldman Sachs |
| 2025-04-25 | Neutral | Neutral | Goldman Sachs |
Interpretation
The data suggests a maintained cautious optimism towards Yum! Brands, indicating no prevailing consensus of either overwhelming bullishness or bearishness. Analysts' sentiment mostly favors 'Hold' and 'Buy' stances, reflecting confidence in YUM's business model while maintaining reservations due to global market uncertainties. Although upgrades from 'Neutral' to 'Overweight' or 'Buy' reveal a positive undertone, the prevalence of 'Hold' ratings underscores a stable but cautious attitude.
Conclusion
Yum! Brands stands resilient with a diverse and robust portfolio in the food and beverage sector. While analyst sentiment varies, the prevailing ratings highlight a blend of optimism tempered by cautious market evaluation. The consistency in 'Hold' ratings reflects a balanced view of potential market opportunities against global economic uncertainties. Going forward, monitoring changes in consumer behavior and market adaptation will be crucial. Opportunities for growth remain but are interwoven with potential risks tied to macroeconomic factors and changing dining trends.