Yum! Brands and Yum China see shifts in earnings estimates and investment

Yum! Brands and Yum China are seeing significant activity regarding earnings estimates and institutional investment. Zacks Research has lowered its Q3 2026 earnings estimate for Yum! Brands to $1.57 per share, down from a previous estimate of $1.69.

Regarding Yum China, several institutional investors have recently adjusted their positions. GSA Capital Partners LLP acquired a new stake of 69,262 shares valued at approximately $2.83 million during the second quarter. Ashoka WhiteOak Capital Pte Ltd also purchased 28,350 shares, valued at roughly $1.15 million.

Analyst sentiment for Yum China has seen recent shifts, including an upgrade from Wall Street Zen from a ‘hold’ to a ‘buy’ rating. Goldman Sachs has reiterated a ‘buy’ rating with a $59.00 price target. The company recently reported quarterly revenue of $3.14 billion, exceeding analyst expectations.