YUMC

Yum China Holdings, Inc.

NYSE · Retail-Eating Places · Inc. DE · CIK 0001673358
$44.56 -0.85% $15.6B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)
Vol
Market Cap$15.6B
Cap SizeLarge Cap
Inst. Holders9 funds
Inst. Value$1.9B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 2S
Insider Net $-$6.0M
SEC Reports2
Exchange NYSE·Sector Retail-Eating Places·Inc. DE·CIK 0001673358·Prev Close $44.94

Recent Activity

May 4, 2026 short_volume
Short Volume: YUMC — 67.6% short (0.4M / 0.6M)
Short: 405,877 | Exempt: 0 | TRF Vol: 600,469 | Short Ratio: 67.6% | Off-exchange volume (dark pool
May 2, 2026 Insider
Ding Adrian sold 3,063 shares
Chief Financial Officer @ $0.00 ($0.00)
May 2, 2026 Insider
Ding Adrian sold 1,379 shares
Chief Financial Officer @ $48.80 ($67.3K)
May 2, 2026 Insider
Ding Adrian sold 3,063 shares
Chief Financial Officer @ $0.00 ($0.00)
Apr 29, 2026 SEC
Yum China reported Q1 2026 results with revenue of $3.27B (+10% YoY) and diluted EPS of $0.87 (+13% YoY), both above con
8-K — Impact 7/10
Apr 8, 2026 SEC
Yum China Holdings issued its annual report for the year ended December 31, 2025, in compliance with Hong Kong listing r
8-K — Impact 3/10
Inst.
NORGES BANK — NEW
5,882,425 shares ($280.7M)
Inst.
TWO SIGMA INVESTMENTS, LP — EXIT
0 shares ($0.00)

Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$61.69 (Jan 2026)
Current $44.56 Low $56.00 Median $60.85 High $76.00 22 analysts
$56.00 $76.00

Analyst Ratings

Historical distribution90% buy · 30 analysts · last covering-analyst action Jan 2026
9Strong Buy
18Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jan 16, 2026 BWG Global UPGRADE Mixed → Positive

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.67 $0.65 — $0.69 16% YoY 4
Next Q $0.90 ▲ +1.2% $0.84 — $0.92 18% YoY 4
Current FY $2.92 ▲ +0.6% $2.83 — $2.98 16% YoY 16
Next FY $3.26 $3.05 — $3.56 12% YoY 19

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$725.0M
DODGE & COX$408.4M
NORGES BANK$280.7MNEW
BANK OF AMERICA CORP$166.9M
MORGAN STANLEY$117.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 2, 2026Ding AdrianM$0.00
May 2, 2026Ding AdrianF$67.3K
May 2, 2026Ding AdrianM$0.00
Mar 25, 2026Lu XuelingA$0.00
Mar 25, 2026Zhang LeilaA$0.00
9 institutional holders with $1.9B total value (39,707,461 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC15,311,918$725.0M38.4%
2DODGE & COX8,553,962$408.4M21.6%
3NORGES BANK5,882,425$280.7M14.9%NEW
4BANK OF AMERICA CORP /DE/3,495,745$166.9M8.8%
5MORGAN STANLEY2,461,426$117.5M6.2%TRIM -35.5%
6FMR LLC2,213,481$105.7M5.6%NEAR_EXIT -78.0%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC963,558$45.8M2.4%NEW
8RENAISSANCE TECHNOLOGIES LLC640,300$30.6M1.6%NEW
9WELLS FARGO & COMPANY/MN184,646$8.8M0.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW5,882,425$280.7M2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT10,3000-100.0%$0.002025-Q4
Mawer Investment Management Ltd.EXIT636,7280-100.0%$0.002025-Q4
UBS Group AGADD1,672,7332,150,506+28.6%$92.3M2025-Q3
Mawer Investment Management Ltd.NEAR_EXIT3,769,865636,728-83.1%$27.3M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT81,84810,300-87.4%$442.1K2025-Q3
NORGES BANKEXIT4,513,4630-100.0%$0.002025-Q3
NORGES BANKNEW4,513,463$201.8M2025-Q2
FMR LLCNEAR_EXIT10,366,9332,279,291-78.0%$101.9M2025-Q2
UBS Group AGTRIM3,235,7361,672,733-48.3%$74.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW536,500$24.0M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM171,01681,848-52.1%$3.7M2025-Q2
MORGAN STANLEYTRIM4,770,7323,077,323-35.5%$160.2M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM301,954171,016-43.4%$8.9M2025-Q1
NORGES BANKEXIT4,146,1600-100.0%$0.002025-Q1
Mawer Investment Management Ltd.NEW4,217,960$203.2M2024-Q4
UBS Group AGADD1,784,3132,739,190+53.5%$131.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT61,9000-100.0%$0.002024-Q4
MORGAN STANLEYADD2,278,2964,125,711+81.1%$185.7M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW975,425$45.5M2024-Q3
9 unique insiders with 2 transactions. Net insider value: -$6.0M ($0.00 bought, $6.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 2, 2026Ding AdrianChief Financial OfficerM3,063$0.00$0.00
May 2, 2026Ding AdrianChief Financial OfficerF1,379$48.80$67.3K
May 2, 2026Ding AdrianChief Financial OfficerM3,063$0.00$0.00
Mar 25, 2026Lu XuelingController and PAOA8$0.00$0.00
Mar 25, 2026Zhang LeilaChief Technology OfficerA39$0.00$0.00
Mar 25, 2026Wang WartonGeneral Manager, KFCA35$0.00$0.00
Mar 25, 2026Kuai JeffGeneral Manager, Pizza HutA26$0.00$0.00
Mar 25, 2026Wat JoeyChief Executive OfficerA251$0.00$0.00
Mar 25, 2026LIU PingpingChief Legal OfficerA1$0.00$0.00
Mar 25, 2026DING JerryChief People OfficerA2$0.00$0.00
Mar 25, 2026Ding AdrianChief Financial OfficerA17$0.00$0.00
Mar 25, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerA17$0.00$0.00
Feb 24, 2026Lu XuelingController and PAOM3,726$26.56$99.0K
Feb 24, 2026Lu XuelingController and PAOM3,726$0.00$0.00
Feb 13, 2026Wat JoeyChief Executive OfficerSELL104,000$55.18$5.7M
Feb 11, 2026Wat JoeyChief Executive OfficerSELL4,613$57.01$263.0K
Feb 10, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerF1,483$57.12$84.7K
Feb 10, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerM317$0.00$0.00
Feb 10, 2026Wat JoeyChief Executive OfficerM6,861$0.00$0.00
Feb 10, 2026Wat JoeyChief Executive OfficerF1,180$57.12$67.4K
Feb 10, 2026Wat JoeyChief Executive OfficerM6,861$0.00$0.00
Feb 10, 2026Lu XuelingController and PAOF695$57.12$39.7K
Feb 10, 2026Lu XuelingController and PAOM317$0.00$0.00
Feb 10, 2026LIU PingpingChief Legal OfficerM269$0.00$0.00
Feb 10, 2026LIU PingpingChief Legal OfficerF823$57.12$47.0K
Feb 10, 2026LIU PingpingChief Legal OfficerM269$0.00$0.00
Feb 10, 2026Wang WartonGeneral Manager, KFCM475$0.00$0.00
Feb 10, 2026Wang WartonGeneral Manager, KFCF2,974$57.12$169.9K
Feb 10, 2026Wang WartonGeneral Manager, KFCM475$0.00$0.00
Feb 10, 2026Ding AdrianChief Financial OfficerM580$0.00$0.00
Feb 10, 2026Ding AdrianChief Financial OfficerF1,681$57.12$96.0K
Feb 10, 2026Ding AdrianChief Financial OfficerM580$0.00$0.00
Feb 10, 2026Zhang LeilaChief Technology OfficerM686$0.00$0.00
Feb 10, 2026Zhang LeilaChief Technology OfficerF1,413$57.12$80.7K
Feb 10, 2026Zhang LeilaChief Technology OfficerM686$0.00$0.00
Feb 10, 2026DING JerryChief People OfficerM1,751$0.00$0.00
Feb 10, 2026DING JerryChief People OfficerF903$57.12$51.6K
Feb 10, 2026DING JerryChief People OfficerM1,751$0.00$0.00
Feb 10, 2026Kuai JeffGeneral Manager, Pizza HutM792$0.00$0.00
Feb 10, 2026Kuai JeffGeneral Manager, Pizza HutF2,249$57.12$128.5K
Feb 10, 2026Kuai JeffGeneral Manager, Pizza HutM792$0.00$0.00
Feb 10, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerM317$0.00$0.00
Feb 10, 2026Lu XuelingController and PAOM317$0.00$0.00
Feb 9, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerF1,914$57.50$110.1K
Feb 9, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerM1,722$0.00$0.00
Feb 9, 2026Wat JoeyChief Executive OfficerM28,678$0.00$0.00
Feb 9, 2026Wat JoeyChief Executive OfficerF2,727$57.50$156.8K
Feb 9, 2026Wat JoeyChief Executive OfficerM28,678$0.00$0.00
Feb 9, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerM1,722$0.00$0.00
Feb 9, 2026Lu XuelingController and PAOM933$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jan 2026): 90% buy across 30 analysts — 9 strong buy, 18 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$61.69 mean target (Jan 2026)
$56.00 Low $76.00 High
MetricValue
Current Price$44.56
Target Low$56.00
Target Mean$61.69
Target Median$60.85
Target High$76.00
# Analysts22
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.67 $0.65 $0.69 16.3% +0.3% 0↑ 1↓ $3.0B 8.7% 4
Next Q
2026-09-30
$0.90 $0.84 $0.92 18.1% +1.2% 1↑ 1↓ $3.5B 8.1% 4
Current FY
2026-12-31
$2.92 $2.83 $2.98 16.4% +0.6% 7↑ 3↓ $12.7B 7.8% 16
Next FY
2027-12-31
$3.26 $3.05 $3.56 11.6% +0.5% 5↑ 4↓ $13.4B 5.8% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.674
7d ago$0.000+0.674
30d ago$0.672+0.002
60d ago$0.672+0.002
90d ago$0.672+0.002
1 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jan 16, 2026 BWG Global UPGRADE Mixed Positive

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202691830090%
Apr 1, 202691830090%
Mar 1, 202691830090%
Feb 1, 202691830090%
Jan 1, 202691830090%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 4, 2026
short_volume
Short Volume: YUMC — 67.6% short (0.4M / 0.6M)
Short: 405,877 | Exempt: 0 | TRF Vol: 600,469 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
YUMC Q1 2026 Earnings After Market Close — 2026-04-29
Apr 29, 2026
short_volume
Short Volume: YUMC — 62.6% short (0.5M / 0.7M)
Short: 456,982 | Exempt: 326 | TRF Vol: 730,551 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_interest
FTD: YUMC — 11,378 shares ($0.6M) failed to deliver
Settlement: 20260402, Price: $49.09, FTD Value: $558,546.02, YUM CHINA HLDGS INC COM (DE)
Mar 31, 2026
short_volume
Short Volume: YUMC — 59.3% short (0.4M / 0.6M)
Short: 369,973 | Exempt: 258 | TRF Vol: 623,378 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: YUMC — 58.7% short (0.4M / 0.7M)
Short: 407,329 | Exempt: 196 | TRF Vol: 694,032 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Mar 11, 2026
short_interest
FTD: YUMC — 17,149 shares ($0.9M) failed to deliver
Settlement: 20260311, Price: $53.13, FTD Value: $911,126.37, YUM CHINA HLDGS INC COM (DE)
Feb 18, 2026
short_interest
FTD: YUMC — 17,165 shares ($0.9M) failed to deliver
Settlement: 20260218, Price: $54.92, FTD Value: $942,701.8, YUM CHINA HLDGS INC COM (DE)