Yum! Brands (YUM) delivered mixed results in Q2 FY2026 on revenue of $2.2B versus the $2.2B estimate (+12.3% YoY) and EPS of $1.62. The next Yum! Brands (YUM) earnings date is Nov 3, 2026. Below is the full Yum! Brands earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Yum! Brands (YUM) Earnings Analysis — key stats
Next earnings date
Nov 3, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
3 of last 8 (quarters above estimate)
Avg next-day move
±3.3% (over the last 8 reports)
Post-earnings direction
Up 7 / Down 1 (of the last 8 reports)
Implied move (next report)
±15.4% (options-derived · into Nov 3, 2026)
Institutional ownership
83.4% (13F as of 2026-06-30)
Top 10 holders
49.4% (of shares outstanding)
Insider activity
3 buys / 9 sells (recent Form 4 filings)
Revenue
$2.2B (vs $2.2B est · -0.5% surprise · +12.3% YoY)
EPS
$1.62 (vs $1.57 est · +3.2% surprise · +131.3% YoY)
Share price
$148.11 (-1.8%)
Market cap
$40.8B
Yum! Brands (YUM) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$2.2B vs $2.2B est
$1.62 vs $1.57 est
+3.2%
+0.9%
Mixed
Q2 FY2026
$2.1B vs $2.0B est
$1.50 vs $1.38 est
+8.7%
+2.0%
Mixed
Q1 FY2026
$2.5B vs $2.4B est
$1.73 vs $1.76 est
-1.7%
+1.5%
Mixed
Q4 FY2025
$2.0B vs $2.0B est
$1.58 vs $1.49 est
+6.0%
+7.2%
Mixed
Q3 FY2025
$1.9B vs $1.9B est
$1.44 vs $1.46 est
-1.4%
-3.9%
In line
Q2 FY2025
$1.8B vs $1.9B est
$1.30 vs $1.29 est
+0.8%
+0.6%
Mixed
Q1 FY2025
$2.4B vs $2.4B est
$1.61 vs $1.60 est
+0.6%
+9.4%
In line
Q4 FY2024
$1.8B vs $1.9B est
$1.37 vs $1.42 est
-3.5%
+1.2%
Miss
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.5%
26.2M
$4.2B
-0.9%
Jpmorgan Chase & CO
7.2%
20.0M
$3.2B
+3.3%
Vanguard Capital Management LLC
6.5%
18.0M
$2.9B
-0.0%
Capital International Investors
6.1%
17.0M
$2.7B
+0.8%
Undisclosed filer
5.1%
14.0M
$2.2B
+0.4%
State Street Corp
4.8%
13.2M
$2.1B
+1.5%
T. Rowe Price Investment Management, INC.
3.7%
10.3M
$1.6B
+4.0%
Geode Capital Management, LLC
3.0%
8.4M
$1.3B
+0.5%
Norges Bank
1.8%
5.0M
$802.8M
+100.0%
Invesco Ltd.
1.7%
4.8M
$774.7M
+20.1%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Russell David Eric
officer: Sr. Vice President, Controller
2026-08-03
Buy
23K
$1.6M
Russell David Eric
officer: Sr. Vice President, Controller
2026-08-03
Sell
15K
$2.3M
Russell David Eric
officer: Sr. Vice President, Controller
2026-08-03
Sell
8K
$1.2M
Russell David Eric
officer: Sr. Vice President, Controller
2026-08-03
Sell
23K
$1.6M
Mezvinsky Scott
officer: KFC Division CEO
2026-08-03
Sell
483
$32844
Mezvinsky Scott
officer: KFC Division CEO
2026-08-03
Buy
483
$32844
Mezvinsky Scott
officer: KFC Division CEO
2026-08-03
Sell
215
$32955
Mezvinsky Scott
officer: KFC Division CEO
2026-08-03
Sell
268
$41044
What you'll find
Next Yum! Brands (YUM) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Yum! Brands reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Yum! Brands (YUM)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Yum! Brands's next earnings date?
Yum! Brands's (YUM) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Yum! Brands (YUM) beat or miss earnings?
In Q2 FY2026, Yum! Brands (YUM) posted mixed results — revenue of $2.2B versus the $2.2B estimate (-0.5% surprise) and EPS of $1.62 versus $1.57 expected (+3.2% surprise). Magnisto decodes every Yum! Brands (YUM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Yum! Brands beat earnings estimates?
Over its last 8 reported quarters, Yum! Brands (YUM) beat Wall Street EPS estimates 3 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Yum! Brands (YUM) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Yum! Brands stock move after earnings?
Over its last 8 quarterly reports, Yum! Brands (YUM) moved an average of ±3.3% the day after earnings — ranging from -3.9% (Q3 FY2025) to +9.4% (Q1 FY2025). The stock rose after 7 of those 8 reports and fell after 1. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±15.4% (derived). Magnisto tracks the realized post-earnings move for every Yum! Brands (YUM) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Yum! Brands?
Institutions hold about 83.4% of Yum! Brands's (YUM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.5%), Jpmorgan Chase & CO (7.2%), Vanguard Capital Management LLC (6.5%). Magnisto lists Yum! Brands's (YUM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Yum! Brands (YUM)?
In the most recent Form 4 filings Magnisto tracks, Yum! Brands (YUM) insiders recorded 3 purchases and 9 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Yum! Brands (YUM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Yum! Brands (YUM), anchored to the current $148.11 share price, so you can weigh the bull, base and bear cases for Yum! Brands side by side.
Is Yum! Brands (YUM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Yum! Brands fits your own thesis and risk profile. This is research, not investment advice.