YUM at a glance
Yum! Brands (YUM, SEC CIK 1041061) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Yum! Brands (YUM) reported revenue of $8.2 billion (up 8.8% from FY2024) and net income of $1.6 billion. Diluted EPS was $5.55.
- As of June 30, 2026, 53 institutional investment managers tracked by SignalX reported holding Yum! Brands (YUM) shares worth $19.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Mezvinsky Scott on October 1, 2026 of 241 shares at $136.89 per share.
- In the last 90 days, YUM insiders reported 0 open-market purchases ($0) and 7 open-market sales ($2.0M) on Form 4, a net sale of $2.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $8.2B
- +8.8% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$2.0M
- 13F holders
- 53 funds
- $19.8B · +0 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 5.02 · Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $8.214B, up 9% YoY from $7.549B in 2024; system sales ex-FX +5% worldwide and +6% KFC, +8% Taco Bell, -2% Pizza Hut
- Operating profit $2.574B, margin 31.3% (2,574/8,214) vs 31.8% (2,403/7,549) in 2024; core operating profit $2.684B, up 5% YoY, excluding special items +7%
- Best segment: KFC operating profit $1.503B (+10% YoY core op. profit), worst: Pizza Hut operating profit $340M (-9% YoY core op. profit)
- Net income $1.559B, up 5%; EPS $5.55, up 6%; company restaurant profit margin 15.7% down from 16.9% in 2024
- Capital allocation: 1,939 net new units opened; no explicit buyback/dividend/capex figures disclosed
- Outlook: ongoing Pizza Hut strategic review expected to incur further costs in 2026; uncertain outcomes; impacts of 2025 US tax reform (OBBBA) expected minimal on effective tax rate (22.7% ex-special items)
Business Overview
- Core business model: Global quick-service restaurant operator with brands KFC, Pizza Hut, Taco Bell
- Emphasis on expanding digital ordering and delivery capabilities amid increasing consumer demand
- Strategic focus on enhancing customer experience through technology integration and menu innovation
- Employee count increased to approximately 41,000, reflecting growth in global operations
- Noteworthy focus on sustainability initiatives and reduction of environmental impact across supply chain
Risk Factors
- Regulatory risk from evolving franchise and licensing fees subject to international trade laws in 155 countries impacting 97% franchised 63,000+ restaurants
- Macroeconomic exposure to social or civil unrest causing temporary restaurant closures affecting same-store sales growth calculations across global operations
- Operational risk in rapidly scaling Habit Burger & Grill fast-casual concept potentially affecting unit economics and franchisee performance
- Competitive risk from digital platform innovation through Byte by Yum! needing to outperform third-party delivery and ordering technologies
- Financial risk targeting consolidated net leverage ratio balancing shareholder returns and cost of capital amid capital-light franchisor model investments
AI summary of the YUM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No MD&A content provided
- Quarterly revenue, profitability, segment performance, cash flow, and outlook unavailable in supplied text
Risk Factors
- New food-safety exposure: July 2026 multistate Cyclospora outbreak prompted Taco Bell U.S. lettuce removal and vendor recall
- Regulatory and legal risk: Increased scrutiny and lawsuits involving PFAS in restaurant packaging
- Operational risk: Third-party suppliers, distributors, and delivery aggregators increase exposure to incidents outside Yum!’s control
AI summary of the YUM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Aaron Powell resigned as Pizza Hut CEO and from all Yum! positions effective September 1, 2026
- Departure coincided with closing of the Pizza Hut Transaction, indicating transaction-related leadership transition
Item 7.01: Regulation FD Disclosure
- Item 7.01 provides Regulation FD disclosure context, but the excerpt contains no substantive business or financial information
- Exhibit incorporation disclaimer limits use of the disclosure in Securities Act and Exchange Act filings
Item 8.01: Other Events
- YUM completed sale of its global Pizza Hut business, excluding mainland China, Hong Kong, Macau and Taiwan
- Cash consideration of $1.488 billion, subject to purchase-price adjustments
Item EX-99.1: Item EX-99.1
- Pizza Hut Ex-China sale completed to LongRange Capital for approximately $1.5 billion, subject to adjustments
- Potential additional $75 million earn-out by 2030 tied to future performance
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Steve Bratspies appointed to YUM’s Management Planning and Development Committee effective August 27, 2026
- Committee assignment expands Bratspies’ board responsibilities following his August 20, 2026 election
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Steve Bratspies appointed YUM director effective August 26, 2026
- Shareholder election required at the next Annual Meeting
AI summaries of YUM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for YUM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Mezvinsky Scott | M | Oct 1, 2026 | 482 | $68.00 |
| Mezvinsky Scott | D | Oct 1, 2026 | 241 | $136.43 |
| Mezvinsky Scott | M | Oct 1, 2026 | 482 | - |
| Mezvinsky Scott | Sell | Oct 1, 2026 | 241 | $136.89 |
| Mezvinsky Scott | Sell | Sep 1, 2026 | 268 | $153.64 |
| Mezvinsky Scott | M | Sep 1, 2026 | 482 | - |
| Turner Christopher Lee | Sell | Sep 1, 2026 | 261 | $153.64 |
| Mezvinsky Scott | M | Sep 1, 2026 | 482 | $68.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.5B | $8.2B |
| Operating Income | - | $2.4B | $2.6B |
| Net Income | $1.6B | $1.5B | $1.6B |
| Op. Margin | - | 31.8% | 31.3% |
| Net Margin | - | 19.7% | 19.0% |
| Balance Sheet | |||
| Total Assets | $6.2B | $6.7B | $8.2B |
| Equity | - | -$7.6B | -$7.3B |
| ROE | - | -19.4% | -21.3% |
| Per Share | |||
| EPS | $5.59 | $5.22 | $5.55 |
| Cash Flow | |||
| Operating CF | - | $1.7B | $2.0B |
| CapEx | $285.0M | $257.0M | $371.0M |
Source: XBRL data in Yum! Brands (YUM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate YUM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 53 | $19.81B |
| Q1 2026 | 53 | $18.93B |
| Q4 2025 | 48 | $18.62B |
| Q3 2025 | 50 | $20.81B |
| Q2 2025 | 48 | $18.44B |
| Q1 2025 | 45 | $15.35B |
| Q4 2024 | 38 | $8.52B |
| Q3 2024 | 38 | $3.66B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 373 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
YUM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - |
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YUM SEC filings: frequently asked questions
Are YUM insiders buying or selling?
In the last 90 days, Yum! Brands (YUM) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $2.0 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold YUM stock?
As of June 30, 2026, the largest Yum! Brands (YUM) holders among the 13F filers tracked by SignalX were BlackRock ($4.2 billion), JPMorgan Chase & Co ($3.2 billion), Vanguard Capital Management LLC ($2.9 billion), Vanguard Portfolio Management LLC ($2.2 billion), State Street Corp ($2.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was YUM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Yum! Brands (YUM) reported revenue of $8.2 billion (up 8.8% from FY2024) and net income of $1.6 billion. Diluted EPS was $5.55. The figures come from the XBRL data in the 10-K.
What are the main risks in YUM's latest 10-K?
In the 10-K filed February 20, 2026, Yum! Brands (YUM) flagged: Regulatory risk from evolving franchise and licensing fees subject to international trade laws in 155 countries impacting 97% franchised 63,000+ restaurants. Macroeconomic exposure to social or civil unrest causing temporary restaurant closures affecting same-store sales growth calculations across global operations. (AI summary of the Risk Factors section.)
What did YUM report in its latest 8-K?
Yum! Brands (YUM) filed an 8-K on September 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Aaron Powell resigned as Pizza Hut CEO and from all Yum! positions effective September 1, 2026.
What are the latest YUM SEC filings?
Yum! Brands (YUM) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on October 1, 2026.
What is YUM's SEC CIK number?
Yum! Brands (YUM)'s SEC Central Index Key (CIK) is 1041061. EDGAR lists every YUM filing under that number.
Ask anything about YUM
The research agent reads YUM's filings, financials, insider trades and 13F holders, then answers with sources.