What is Zacks Research’s Forecast for Yum China Q2 Earnings?

Yum China Holdings, Inc. (NYSE:YUMC) – Equities researchers at Zacks Research increased their Q2 2025 EPS estimates for Yum China in a research report issued to clients and investors on Monday, November 18th. Zacks Research analyst H. Ray now anticipates that the company will post earnings per share of $0.61 for the quarter, up from their prior estimate of $0.58. The consensus estimate for Yum China’s current full-year earnings is $2.33 per share. Zacks Research also issued estimates for Yum China’s Q3 2025 earnings at $0.81 EPS, Q4 2025 earnings at $0.35 EPS, FY2025 earnings at $2.60 EPS, Q1 2026 earnings at $0.91 EPS, Q2 2026 earnings at $0.69 EPS, Q3 2026 earnings at $0.98 EPS and FY2026 earnings at $3.00 EPS.

Yum China (NYSE:YUMC) last released its quarterly earnings data on Monday, November 4th. The company reported $0.77 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.09. Yum China had a net margin of 7.97% and a return on equity of 13.39%. The company had revenue of $3.07 billion during the quarter, compared to analyst estimates of $3.03 billion. During the same period last year, the business earned $0.59 earnings per share. Yum China’s revenue was up 5.4% compared to the same quarter last year.

Several other equities research analysts have also issued reports on YUMC. Macquarie upgraded shares of Yum China from an “underperform” rating to an “outperform” rating and lifted their target price for the company from $30.00 to $37.40 in a research report on Tuesday, August 6th. StockNews.com upgraded shares of Yum China from a “hold” rating to a “buy” rating in a research report on Friday, November 15th. Citigroup upgraded shares of Yum China to a “strong-buy” rating in a research report on Monday, September 30th. Finally, JPMorgan Chase & Co. upgraded shares of Yum China from a “neutral” rating to an “overweight” rating and lifted their target price for the company from $35.50 to $60.00 in a research report on Tuesday, November 5th. Five equities research analysts have rated the stock with a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat, Yum China has a consensus rating of “Buy” and an average price target of $51.68.

Yum China Price Performance

YUMC stock opened at $47.06 on Thursday. Yum China has a 12 month low of $28.50 and a 12 month high of $52.00. The firm has a market capitalization of $17.87 billion, a P/E ratio of 20.81, a price-to-earnings-growth ratio of 1.68 and a beta of 0.36. The company has a current ratio of 1.29, a quick ratio of 1.15 and a debt-to-equity ratio of 0.01. The firm has a 50 day moving average of $44.42 and a 200-day moving average of $37.36.

Institutional Investors Weigh In On Yum China

A number of institutional investors have recently made changes to their positions in the business. GUARDCAP ASSET MANAGEMENT Ltd raised its holdings in Yum China by 38.4% during the 1st quarter. GUARDCAP ASSET MANAGEMENT Ltd now owns 12,223,942 shares of the company’s stock valued at $486,391,000 after buying an additional 3,389,987 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in Yum China by 1.0% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 11,967,353 shares of the company’s stock valued at $369,073,000 after buying an additional 121,617 shares during the last quarter. Principal Financial Group Inc. raised its holdings in Yum China by 49.6% during the 3rd quarter. Principal Financial Group Inc. now owns 7,865,803 shares of the company’s stock valued at $356,206,000 after buying an additional 2,609,494 shares during the last quarter. Mondrian Investment Partners LTD raised its holdings in Yum China by 56.3% during the 2nd quarter. Mondrian Investment Partners LTD now owns 4,394,628 shares of the company’s stock valued at $133,203,000 after buying an additional 1,582,859 shares during the last quarter. Finally, Waverton Investment Management Ltd raised its holdings in Yum China by 350.7% during the 3rd quarter. Waverton Investment Management Ltd now owns 4,203,087 shares of the company’s stock valued at $189,202,000 after buying an additional 3,270,560 shares during the last quarter. Hedge funds and other institutional investors own 85.58% of the company’s stock.

Yum China Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 17th. Stockholders of record on Tuesday, November 26th will be paid a $0.16 dividend. The ex-dividend date is Tuesday, November 26th. This represents a $0.64 dividend on an annualized basis and a dividend yield of 1.36%. Yum China’s dividend payout ratio (DPR) is 28.32%.

Yum China Company Profile

Yum China Holdings, Inc owns, operates, and franchises restaurants in the People's Republic of China. The company operates through KFC, Pizza Hut, and All Other segments. It operates restaurants under the KFC, Pizza Hut, Taco Bell, Lavazza, Little Sheep, and Huang Ji Huang concepts. The company also operates V-Gold Mall, a mobile e-commerce platform to sell products; and offers online food deliver services.