Yum! Brands, Inc.

NYSE:YUM 株式レポート

時価総額：US$41.6b

Yum! Brands 配当と自社株買い

配当金 基準チェック /46

Yum! Brands配当を支払う会社であり、現在の利回りは1.96%で、収益によって十分にカバーされています。

主要情報

2.0%

配当利回り

2.1%

バイバック利回り

総株主利回り4.1%
将来の配当利回り2.4%
配当成長6.2%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向18%

最近の配当と自社株買いの更新

Recent updates

新しいナラティブ • Aug 05

Yum! Brands: A High-Quality Compounder With Continued Global Growth Potential

Yum! Brands appears fairly valued today, but it still offers attractive long-term growth through international expansion, Taco Bell's global rollout, and its highly profitable franchise model.
Seeking Alpha • Jul 21

Yum! Brands: Fear Is On The Menu

Summary Yum! Brands faces a cyclosporiasis outbreak, but the impact appears less severe than past industry incidents, with no fatalities and effective recalls underway. I revise my price target on YUM to ~$165.60 per share, reflecting a modest 12.6% upside from current levels and factoring in a minor EBITDA headwind. I reissue a 'Buy' rating, citing satisfactory total return potential when including YUM's 2% dividend yield and prospective share buybacks. Key risks include outbreak duration, potential EBITDA impact of $2.6–$2.7B, and possible market multiple compression to ~18x EBITDA. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 24

YUM: Pizza Hut Sale And Buybacks Will Drive Future Upside

Analysts have slightly trimmed the fair value estimate for Yum! Brands to about $174, reflecting a modest adjustment to growth and discount rate assumptions, even as recent research views the Pizza Hut sale and the Yum China deal as broadly positive for the stock.
分析記事 • Jun 19

Yum! Brands (YUM) Stock Could Be 12.8% Undervalued on Its Digital Growth Narrative

Yum! Brands (YUM) is back in focus after recent share price moves that left the stock roughly flat over the past month and modestly lower over the past 3 months, prompting a closer look at fundamentals. See our latest analysis for Yum! Brands. Over a longer stretch, Yum! Brands has delivered a 1-year total shareholder return of 11.96%, while the share price has been roughly stable in recent months. This may indicate that momentum has cooled following earlier gains. If Yum! Brands has you...
ナラティブ更新 • Jun 04

YUM: Pizza Hut Exit And Buybacks Will Shape Future Risk Reward

Analysts have nudged their average price target on Yum! Brands higher by about $2, reflecting updated views on the stock after a series of target increases and an upgrade to Overweight.
ナラティブ更新 • Apr 26

YUM: Group Repricing And Buybacks Will Shape Future Risk Reward Balance

Yum! Brands' analyst price target is updated to $172.25 from $171.92, reflecting minor tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E in light of a series of recent price target increases from major research firms.
ナラティブ更新 • Apr 09

YUM: Growth Quality Repricing And Capital Returns Will Shape Future Risk Balance

Analysts have increased their blended fair value estimate for Yum! Brands by about $0.17 to roughly $171.92, citing a series of recent price target raises across the Street that reflect confidence in what they describe as the quality of the company’s growth profile.
ナラティブ更新 • Mar 26

YUM: Portfolio Simplification And Dividend Actions Will Shape Future Risk Balance

Analysts have been lifting their price targets on Yum! Brands, with moves such as JPMorgan's shift to $170 and others in the $170 to $179 range.
ナラティブ更新 • Mar 12

YUM: Portfolio Review And Dividend Increase Will Shape Future Risk Balance

Analysts have nudged their average price target on Yum! Brands up by about $10 to $170, pointing to what they see as attractive growth quality across the restaurant portfolio and, for some, potential upside from a possible Pizza Hut divestment.
ナラティブ更新 • Feb 25

YUM: Portfolio Reshaping And Dividend Growth Will Guide Future Risk Balance

Our analyst fair value estimate for Yum! Brands has moved slightly higher from $170.08 to $171.75, reflecting street analysts' higher price targets across banks and a modestly stronger view on growth quality, margins, and future earnings multiples.
ナラティブ更新 • Feb 11

YUM: Pizza Hut Options And Commodity Tariff Cuts Will Shape Outlook

Narrative Update The analyst price target for Yum! Brands has been nudged higher to reflect a modestly higher fair value estimate of about $170 per share.
ナラティブ更新 • Jan 27

YUM: Pizza Hut Review And Beef Tariff Relief Will Shape Outlook

The Analyst Price Target for Yum! Brands has moved modestly higher to approximately $166.88.
ナラティブ更新 • Jan 12

YUM: Potential Pizza Hut Exit And Beef Tariff Relief Will Shape Outlook

Analysts slightly trimmed their consolidated fair value estimate for Yum! Brands to about $164.92 per share from roughly $165.56 as they weighed mixed price target revisions.
ナラティブ更新 • Dec 17

YUM: Future Pizza Hut Exit And Taco Bell Expansion Will Shape Balanced Outlook

Analysts have nudged their blended price target for Yum! Brands slightly higher, reflecting a modestly improved long term growth and margin outlook.
ナラティブ更新 • Dec 03

YUM: Future Pizza Hut Exit And Taco Bell Strength Will Unlock Outperformance

Analysts have nudged their average price target for Yum! Brands modestly higher toward the mid $160s, reflecting increased confidence in Taco Bell driven growth and potential portfolio optimization, such as a Pizza Hut sale, partly offset by concerns around higher costs and mixed same store sales trends.
ナラティブ更新 • Nov 19

YUM: Future Brand Portfolio Moves Will Unlock Sector Outperformance

Yum! Brands' analyst price target has increased from $161.40 to $165.56, as analysts cite expected growth from Taco Bell acquisitions, potential strategic moves with Pizza Hut, and overall stronger sales momentum.
ナラティブ更新 • Nov 05

YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory

The analyst price target for Yum! Brands was raised slightly in recent updates, with the average moving from $158.67 to $161.33.
ナラティブ更新 • Oct 21

Analysts See Improved Margins and Balanced Upside in Yum Brands Amid Valuation Updates

Analysts have raised their fair value estimate for Yum! Brands from $158.52 to $161.40 per share.
Seeking Alpha • Apr 23

Yum! Brands: Inflation Is A Short-Term Headwind

Summary Yum! Brands (NYSE:YUM) is rated as a HOLD due to overvaluation compared to peers although having good financial growth opportunities into the future. Taco Bell drives recent growth, with system sales up 14% in Q4'24, while KFC and Pizza Hut show mixed performance. Despite steady revenue and FCF growth, net income growth has slowed, impacted by inflation and decreasing profit margins. The company's stock appears overvalued based on historical and peer comparisons, with intrinsic value calculations suggesting a lower acceptable buying price. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Yum! Brands Is Coming Back Strong

Summary Yum! Brands, Inc. is poised for a breakout, with strong near-term trading potential and long-term investment appeal, bolstered by strategic pricing and cost controls. Q4 2024 results showed a double-line beat, with revenues up 8% to $2.4 billion and EPS up 28% to $1.61. Shareholder returns are robust, with $1.2 billion returned via dividends and buybacks in 2024, and a quarterly dividend increase to $0.71. Positive outlook for 2025, driven by AI-driven tech advancements, new store concepts, and expected revenue growth to $8 billion with EPS of at least $6.00. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

Yum! Brands Is A Hearty Meal For Investors

Summary Yum! Brands, Inc. shows resilience with strong performance from KFC and Taco Bell, despite Pizza Hut's drag on revenues. YUM's solid business model, high liquidity, and low operating costs from franchising support its stability and growth potential. The stock is undervalued with a P/E of 24.76 and a DCF target price of $172.76, offering significant upside potential. Despite weak technicals, YUM's current price near its 52-week low presents a good entry point for long-term investors. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: YUMの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: YUMの配当金は過去10年間にわたって増加しています。

配当利回り対市場

Yum! Brands 配当利回り対市場
YUM 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (YUM)2.0%
市場下位25% (US)1.3%
市場トップ25% (US)4.0%
業界平均 (Hospitality)2.0%
アナリスト予想 (YUM) (最長3年)2.4%

注目すべき配当: YUMの配当金 ( 1.96% ) はUS市場の配当金支払者の下位 25% ( 1.32% ) よりも高くなっています。

高配当: YUMの配当金 ( 1.96% ) はUS市場の配当金支払者の上位 25% ( 4% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: YUMは低い 配当性向 ( 18.3% ) であるため、配当金の支払いは利益によって十分にカバーされます。

株主配当金

キャッシュフローカバレッジ: YUMの 現金配当性向 ( 48.8% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/21 05:06
終値2026/08/21 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Yum! Brands, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

アナリスト機関
John StaszakArgus Research Company
David TarantinoBaird
Jeffrey BernsteinBarclays