Yum Brands (YUM) Valuation Check After Strong 2025 Results Dividend Increase And Habit Burger Expansion

Simply Wall St.02-19

Yum! Brands (YUM) just reported higher fourth quarter and full year 2025 sales, revenue, and net income, along with a 6% dividend increase, putting fresh focus on how its global restaurant portfolio ...

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Brands (YUM) just reported higher fourth quarter and full year 2025 sales, revenue, and net income, along with a 6% dividend increase, putting fresh focus on how its global restaurant portfolio ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-yum/yum-brands/news/yum-brands-yum-valuation-check-after-strong-2025-results-div\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Yum Brands (YUM) Valuation Check After Strong 2025 Results Dividend Increase And Habit Burger Expansion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYum Brands (YUM) Valuation Check After Strong 2025 Results Dividend Increase And Habit Burger Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 01:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nyse-yum/yum-brands/news/yum-brands-yum-valuation-check-after-strong-2025-results-div><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Yum! Brands (YUM) just reported higher fourth quarter and full year 2025 sales, revenue, and net income, along with a 6% dividend increase, putting fresh focus on how its global restaurant portfolio ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-yum/yum-brands/news/yum-brands-yum-valuation-check-after-strong-2025-results-div\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-services/nyse-yum/yum-brands/news/yum-brands-yum-valuation-check-after-strong-2025-results-div","article_id":"2612428728","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4214000-choice2-main-header/1585186565403"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-services/nyse-yum/yum-brands/news/yum-brands-yum-valuation-check-after-strong-2025-results-div","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612428728","pubTimestamp":1771435632,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Yum! Brands (YUM) just reported higher fourth quarter and full year 2025 sales, revenue, and net income, along with a 6% dividend increase, putting fresh focus on how its global restaurant portfolio is supporting shareholder returns.\nSee our latest analysis for Yum! Brands.\nAgainst this backdrop, Yum! Brands’ share price of $161.19 sits on the back of an 8.68% 90 day share price return and a 1 year total shareholder return of 11.68%. 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Brands (YUM) just reported higher fourth quarter and full year 2025 sales, revenue, and net income, along with a 6% dividend increase, putting fresh focus on how its global restaurant portfolio is supporting shareholder returns. See our latest analysis for Yum! Brands. Against this backdrop, Yum! Brands’ share price of $161.19 sits on the back of an 8.68% 90 day share price return and a 1 year total shareholder return of 11.68%. This suggests momentum has been building alongside recent earnings, dividend and Habit Burger Grill updates, with the recent board change appearing more routine than disruptive. If Yum! Brands’ results have you thinking about where else growth and income might line up, it could be worth scanning a curated set of 23 top founder-led companies as potential next ideas. With Yum! Brands posting higher 2025 sales, revenue and net income, a 6% dividend lift and an 8.68% 90 day share price gain, the key question now is whether the current price still leaves room for upside or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 5.2% Undervalued Compared with Yum! Brands’ last close of $161.19, the most followed narrative pegs fair value closer to $170, framing today’s price as modestly discounted.  The asset light, heavily franchised operating model minimizes capital intensity and allows for recurring, predictable cash flows while enabling rapid global expansion with improved franchisee economics via proprietary tech (Byte) further supporting long term operating profit and EPS growth.  Read the complete narrative. Curious what kind of revenue trajectory and margin lift need to line up for that fair value to stack up? The narrative leans on steadily rising digital mix, expanding international units, and a richer profitability profile over time. The full breakdown spells out how those moving parts feed into projected earnings and the valuation multiple that underpins a $170 handle. Result: Fair Value of $170.08 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear watchpoints, including weak demand in certain KFC, Pizza Hut and Habit Burger markets, and uncertainty around whether heavy digital spending will deliver the expected payoff. Find out about the key risks to this Yum! Brands narrative. Another Angle On Valuation That 5.2% undervaluation story sits against a very different signal from the P/E. Yum! Brands trades on 28.6x earnings, compared with a fair ratio of 26.8x, the US Hospitality industry at 21.4x and peers around 40.4x. That mix points to some valuation tension, so which signal do you trust more? See what the numbers say about this price — find out in our valuation breakdown. NYSE:YUM P/E Ratio as at Feb 2026Next Steps If the mixed signals in this article leave you on the fence, take a moment to look through the full picture yourself with 2 key rewards and 4 important warning signs. Looking for more investment ideas? If you stop at Yum! Brands, you could miss opportunities that better fit your goals, so use the screener to keep fresh ideas on your radar.  Target potential income anchors for your portfolio by scanning 13 dividend fortresses that may suit investors who want regular cash flows. Spot potential mispriced opportunities early by reviewing screener containing 24 high quality undiscovered gems before they appear on everyone else’s watchlist. Focus on staying power by checking 80 resilient stocks with low risk scores that may offer more resilient return profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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