Guggenheim raises Yum! Brands stock price target to $167 on FX benefits

Published 04/08/2025, 16:34
Guggenheim raises Yum! Brands stock price target to $167 on FX benefits

Investing.com - Guggenheim raised its price target on Yum! Brands (NYSE:YUM) to $167.00 from $165.00 on Monday, while maintaining its Buy rating on the fast-food restaurant operator. The company, with a market capitalization of $40.79 billion, has demonstrated strong financial health, earning a "GOOD" rating from InvestingPro analysts.

The price target increase comes ahead of Yum! Brands’ earnings report expected next week, with Guggenheim citing foreign exchange benefits as the primary driver for the adjustment.

Guggenheim revised its earnings per share (EPS) estimates upward for Yum! Brands, increasing its 2025 forecast to $6.10 from $6.05 and its 2026 projection to $6.80 from $6.70.

The firm expects Yum! Brands to report quarterly results largely in line with market expectations for the second and third quarters of 2025, with most of the anticipated $0.06 EPS outperformance versus consensus occurring in the fourth quarter.

Guggenheim maintained its target price-to-earnings multiple of 24.5x based on the company’s projected 2026 earnings per share.

In other recent news, Yum! Brands reported notable developments that are capturing investor attention. The company announced a quarterly cash dividend of $0.71 per share, to be paid on June 6, 2025, to shareholders recorded by May 27, 2025. In the first quarter of 2025, Taco Bell’s same-store sales grew by 9%, exceeding expectations, while global KFC sales increased by 2%, meeting projections. However, Pizza Hut saw a 2% decrease in sales, not reaching the anticipated 3% growth. Additionally, Yum! Brands named Chris Turner as the new CEO, effective October 1, 2025, succeeding David Gibbs. Analyst firm Melius Research initiated coverage with a Buy rating and a $200 price target, citing the company’s global growth strategy. Redburn-Atlantic also upgraded Yum! Brands from Neutral to Buy, raising the price target to $177, emphasizing the company’s strong international presence. Meanwhile, JPMorgan adjusted its price target to $170 while maintaining a Neutral rating.

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