Compass Wealth Management LLC Invests $25.34 Million in Yum China $YUMC

Compass Wealth Management LLC bought a new position in Yum China (NYSE:YUMC) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 590,496 shares of the company’s stock, valued at approximately $25,344,000. Yum China comprises about 3.0% of Compass Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. Compass Wealth Management LLC owned approximately 0.16% of Yum China as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. JPMorgan Chase & Co. lifted its position in Yum China by 21.5% during the second quarter. JPMorgan Chase & Co. now owns 29,150,667 shares of the company’s stock valued at $1,303,326,000 after buying an additional 5,164,701 shares during the period. Norges Bank bought a new stake in Yum China during the 2nd quarter valued at about $201,814,000. Carrhae Capital LLP purchased a new position in Yum China in the second quarter worth about $48,868,000. Temasek Holdings Private Ltd lifted its stake in shares of Yum China by 30.4% in the second quarter. Temasek Holdings Private Ltd now owns 3,721,858 shares of the company’s stock worth $166,404,000 after buying an additional 868,188 shares in the last quarter. Finally, DekaBank Deutsche Girozentrale grew its holdings in shares of Yum China by 355.1% during the second quarter. DekaBank Deutsche Girozentrale now owns 1,001,107 shares of the company’s stock valued at $45,280,000 after buying an additional 781,117 shares during the last quarter. 85.58% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Yum China news, insider Warton Wang sold 8,187 shares of Yum China stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $48.28, for a total transaction of $395,268.36. Following the transaction, the insider owned 46,847 shares of the company’s stock, valued at $2,261,773.16. The trade was a 14.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jeff Kuai sold 5,167 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $48.00, for a total transaction of $248,016.00. Following the completion of the sale, the insider directly owned 56,602 shares of the company’s stock, valued at approximately $2,716,896. This trade represents a 8.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 18,242 shares of company stock worth $878,397. Company insiders own 0.40% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on YUMC shares. Weiss Ratings restated a “hold (c)” rating on shares of Yum China in a report on Wednesday, January 21st. CLSA reissued an “outperform” rating and issued a $55.00 target price on shares of Yum China in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $55.00.

Yum China Price Performance

NYSE YUMC opened at $48.69 on Tuesday. The business’s fifty day moving average is $47.87 and its 200 day moving average is $45.90. Yum China has a fifty-two week low of $41.00 and a fifty-two week high of $53.99. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.15 and a current ratio of 1.32. The company has a market capitalization of $17.60 billion, a PE ratio of 20.20, a price-to-earnings-growth ratio of 1.58 and a beta of 0.14.

Yum China (NYSE:YUMC) last issued its quarterly earnings results on Tuesday, November 4th. The company reported $0.76 EPS for the quarter, hitting analysts’ consensus estimates of $0.76. Yum China had a return on equity of 14.08% and a net margin of 7.81%.The business had revenue of $3.21 billion during the quarter, compared to analysts’ expectations of $3.20 billion. During the same quarter in the prior year, the business posted $0.77 earnings per share. The business’s quarterly revenue was up 4.4% on a year-over-year basis. Sell-side analysts predict that Yum China will post 2.54 earnings per share for the current year.

Yum China announced that its board has approved a share buyback plan on Friday, December 12th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the company to purchase up to 5.8% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Yum China Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Tuesday, December 2nd were issued a $0.24 dividend. This represents a $0.96 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, December 2nd. Yum China’s dividend payout ratio is currently 39.83%.

Yum China Company Profile

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.