YUM Yum! Brands, Inc.

XNYS 154.44 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

YUM $154.44 —
Key stats
$154.44
52-Week Range
$134.26 – $170.14
YTD
+2.62%
IV Rank (30D)
55.86
Straddle Price
$10.05
P/C Vol Ratio
0.90
Market Cap
$41.3B
Open
$150.25
Day Range
$150.25 – $154.64
Volume
2,169,609
Prev Close
$151.24
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY0.68
Cost of Equity (CAPM)8.53% (VRP-adj)
WACC7.95%
Volatility Risk Premium+19.3pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+9.6%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$1.7B
Return on Equity (TTM)-31.2%
Book / Price-16.8%
Gross Margin (TTM)68.1%
FCF Margin (TTM)19.2%
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+10.4% (reverse-DCF on current price)
SMA 50$145.63 (Market Anchor value)
SMA 20 / Bollinger Mid$143.03
Bollinger Width / SMA2011.1% (drives anchor stability)
Net Debt$8.8B
Market Cap$42B
Peers used for multiples: AMZN, CASY, DRI, EAT, HD, MCD, QSR, TSLA
60-Day Conviction
8%
20-Day Fair Value
≈ by Nov 20, 2026
$157.52
α +2.0% rank 6%
conviction
89%
40-Day Fair Value
≈ by Dec 21, 2026
$158.13
α +2.4% rank 3%
conviction
72%
60-Day Fair Value
≈ by Jan 19, 2027
$154.77
α +0.2% rank 2%
conviction
8%
MethodImplied PriceWeightDetail
DCF $142.21 21%
DDM (Gordon) $87.93 0%
Peer P/E $182.10 5% median 20.9× · 8 peers
Peer EV/EBITDA $132.70 6% median 14.5× · 8 peers
Peer P/B n/a 0% median 11.9× · 7 peers
Peer P/S $77.99 8% median 2.3× · 8 peers
Market Anchor (SMA50) $145.63 39% stability 95% (BB-width)
Options Expected (B-L 30d) $149.78 21% 20 strikes · skew -1.36
As of 2026-10-22 · updated
About
Industry (SIC)
RETAIL-EATING PLACES (5812) · industry map
Exchange
XNYS
Market Cap
$41.3B
Employees
49,000
List Date
1997-09-17
CIK
0001041061
Next Earnings
2026-11-03 (Pre-Market)
EPS Forecast
$1.51 (10 est.)
Headquarters
Louisville, KY
Homepage
https://www.yum.com

As of the end of 2025, Yum Brands generated over $68 billion in systemwide sales from more than 63,000 restaurants across 155 markets, making it the world's second-largest restaurant firm by dollar sales. Its portfolio includes KFC (33,897 stores), Pizza Hut (19,974), Taco Bell (9,030), and Habit Burger (384), with 72% of units in international markets. As 97% of its portfolio is franchised, Yum's business model is tilted toward recurring franchise royalties and marketing contributions (64% of revenue), with the balance derived from sales at company-owned locations. The company agreed to sell …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-4.09%-8.32%2.80%0.36%-2.29%3.33%-1.37%
Feb0.46%-0.81%-1.43%6.11%18.91%7.68%5.15%
Mar3.51%-1.24%4.66%0.90%0.27%-4.57%0.59%
Apr8.85%-1.52%5.53%0.56%-5.34%3.87%1.99%
May-0.01%4.93%-9.52%1.55%-3.14%-6.57%-2.13%
Jun-4.06%-4.95%4.76%-4.93%2.45%8.37%0.27%
Jul13.26%5.00%0.29%2.41%-4.14%-4.70%2.02%
Aug-1.03%-9.37%-5.12%0.31%1.11%3.03%-1.84%
Sep-7.02%-6.93%-3.63%4.67%4.51%-10.32%-3.12%
Oct1.05%8.38%-3.36%-5.80%-9.78%12.99%*0.58%
Nov-2.92%8.90%3.50%4.99%9.92%--4.88%
Dec12.69%-0.86%2.62%-3.50%0.42%--2.27%
Total19.99%-8.58%-0.15%7.05%10.39%11.10%6.63%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $143.89
SMA 50: $145.71
SMA 200: $153.55
Current: $154.45
EMA 12: $148.48
EMA 26: $145.99
MACD: 2.4934 | Signal: 1.4794
BULLISH
ADX (14): 24.42
WEAK TREND
+DI: 36.24
−DI: 18.05

Momentum Oscillators

RSI (14): 70.06
OVERBOUGHT
Stoch %K: 95.77
Stoch %D: 92.14
Williams %R: -0.98

Volume & Volatility

BB Upper: $155.91
BB Lower: $131.86
NEUTRAL
OBV: 12,349,155
Vol SMA 20: 2,302,288
Vol ROC: -16.52%
ATR: $3.09
True Range: $4.39
HV 20: 16.7%
HV 30: 25.8%
HV 60: 29.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis

Here is the LLM Stock Analysis Report for YUM:

Executive Summary

BULLISH (Confidence Level: 6/10)

Key drivers: Recent positive news headlines, strong technical momentum signals.

Primary risks: Volatility, potential breakdown below SMA 50, earnings miss.

Investment thesis: The stock has been trending upward on the back of positive news and strong technical momentum. While there are some risks, we believe the upside potential outweighs the downside risk.

Recent news sentiment impact: Positive headlines from Kwench's launch have contributed to the recent rally.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - Bullish, Medium-term (1-3 months) - Bullish, Long-term (3-12 months) - Neutral

Support/Resistance Levels: SMA 20 ($150.23), SMA 50 ($153.19), Bollinger Bands Upper ($157.66)

Momentum Signals:

  • RSI interpretation: Neutral (48.97)
  • MACD signal: Bearish
  • Bollinger Bands position: Neutral

News & Sentiment Analysis

Recent Headlines Summary: Positive news from Kwench's launch and Pizza Hut UK's Marble Arch restaurant reopening.

Sentiment Assessment: Positive sentiment, with 3 out of 6 headlines having a positive tone.

Catalyst Identification: Earnings release (no specific date available).

Risk & Volatility Assessment

Beta Interpretation: Low risk relative to market (beta: 0.02 vs SPY).

Volatility Regime: Current volatility is low, with historical volatility levels indicating a relatively stable market.

Options Market Signals: IV rank: Medium, Put/Call volume ratio: 0.52 (Bullish sentiment), Market expectation: Options market pricing $7.08 move by expiration.

Market Context & Positioning

Sector Performance: YUM is outperforming the broader market.

Institutional Activity: Moderate institutional interest, with increasing open interest in calls and puts.

Correlation Analysis: Strong positive correlation with the market (R-squared: 0.92).

Relative Valuation: The stock is trading within a relatively narrow range.

Key Levels & Action Items

Critical Price Levels: SMA 20 ($150.23), SMA 50 ($153.19)

Breakout/Breakdown Levels: Bollinger Bands Upper ($157.66) - potential breakout, Lower ($142.80) - potential breakdown

Time-Sensitive Catalysts: Earnings release (no specific date available).

Risk Management: Monitor volume and momentum signals for potential selling pressure, consider stop-loss levels at SMA 20.

Please note that this analysis is based on the provided data and may not reflect the actual market performance.

Generated
Earnings History
18 of 23 under expected move
Avg Expected Move
4.60%
Avg Actual Move
2.77%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-04 Pre-Market 3.87% 1.66% 0.43x Within
2021-04-28 Pre-Market 3.04% 1.00% 0.33x Within
2021-07-29 Pre-Market 3.06% 6.28% 2.05x Exceeded
2021-10-28 Pre-Market 3.34% 0.07% 0.02x Within
2022-02-09 Pre-Market 4.91% 2.18% 0.44x Within
2022-05-04 Pre-Market 3.81% 2.97% 0.78x Within
2022-08-03 Pre-Market 5.34% 1.90% 0.36x Within
2022-11-02 Pre-Market 5.38% 0.66% 0.12x Within
2023-02-08 Pre-Market 3.57% 1.61% 0.45x Within
2023-05-03 Pre-Market 3.69% 3.91% 1.06x Exceeded
2023-08-02 Pre-Market 3.78% 1.00% 0.26x Within
2023-11-01 Pre-Market 4.61% 0.36% 0.08x Within
2024-02-07 Pre-Market 4.40% 1.86% 0.42x Within
2024-05-01 Pre-Market 4.23% 4.19% 0.99x Within
2024-08-06 Pre-Market 5.36% 2.65% 0.49x Within
2024-11-05 Pre-Market 5.31% 1.48% 0.28x Within
2025-02-06 Pre-Market 4.36% 9.72% 2.23x Exceeded
2025-04-30 Pre-Market 5.54% 1.86% 0.34x Within
2025-08-05 Pre-Market 4.88% 5.10% 1.05x Exceeded
2025-11-04 Pre-Market 6.13% 7.30% 1.19x Exceeded
2026-02-04 Pre-Market 5.29% 0.52% 0.10x Within
2026-04-29 Pre-Market 5.30% 2.16% 0.41x Within
2026-07-30 Pre-Market 6.58% 3.34% 0.51x Within

Earnings calendar: this week’s reports with expected vs actual moves →

YUM Options Activity & IV Rank

YUM IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 28.6%
7-DTE IV: —
Expected Move: $10.05
7-DTE Move: $10.05
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 58
Put Volume: 52
P/C Volume: 0.897
NEUTRAL
Call OI: 5,798
Put OI: 583
P/C OI: 0.101
Total OI: 6,381

ATM Options Pricing

ATM Call: $5.00
ATM Put: $5.05
Call %: 3.2%
Put %: 3.3%

Chain Summary

Chain Volume: 1,965
Chain OI: 25,960
Last Updated: 10/22/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 96th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
96%
vs own history
GEX tilt
+0.75
OI-weighted, today
Vanna tilt
+0.73
δ-sensitivity to IV
Charm tilt
-0.74
δ-decay vs time
Vanna tilt +0.73: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.74: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 43 ATM contracts, 15k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 22 · No data
30 DTE / 10d 82%
+7.5 pts EXTREME
as of Oct 22 · ATM 28.8% / Wing 36.3%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)55.9MediumOct 22
Straddle Price (30 DTE)$10.05Oct 22
Beta Analysis

Risk Metrics

Beta: -0.0002
Alpha: 7.72%
Correlation: -0.0001
R-Squared: 0.0%
Stock Volatility: 24.6%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own YUM
8 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$334.7M
0.19%
#89 of 6285-26.7%13F
Point72 Hedge fund
Steve Cohen
$209.4M
0.32%
#55 of 1945-16.6%13F
Fundsmith Asset manager
Terry Smith
$88.9M
0.65%
#24 of 41new13F
Renaissance Technologies Hedge fund
Jim Simons
$46.6M
0.06%
#356 of 3138+6527.3%13F
Markel Group Holding company
Tom Gayner
$39.2M
0.30%
#64 of 1300.0%13F
Rockefeller Capital Management Family office
Rockefeller family
$5.7M
0.01%
#918 of 4729+11.6%13F
Millennium Management Hedge fund
Izzy Englander
$4.3M
0.00%
#2139 of 3716-78.6%13F
Bridgewater Associates Hedge fund
Ray Dalio
$2.5M
0.01%
#641 of 997-0.9%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

YUM Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 279,500,000 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,494 filers279,080,436 shares$44.15B value99.85% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 35,098,553 $5.31B 12.03% 12.56% 2025-12-31
2 BlackRock, Inc. Custodian 26,190,487 $4.19B 9.48% 9.37% 2026-06-30
3 JPMorgan Chase & Co Custodian 20,017,649 $3.17B 7.17% 7.16% 2026-06-30
4 Vanguard Capital Management LLC 18,000,462 $2.88B 6.52% 6.44% 2026-06-30
5 Capital International Investors 16,961,198 $2.71B 6.14% 6.07% 2026-06-30
6 Vanguard Portfolio Management LLC 13,996,754 $2.24B 5.07% 5.01% 2026-06-30
7 State Street Corp 13,185,799 $2.11B 4.77% 4.72% 2026-06-30
8 T. Rowe Price Investment Management, Inc. 10,272,924 $1.64B 3.72% 3.68% 2026-06-30
9 Geode Capital Management, LLC Custodian 8,371,753 $1.35B 3.05% 3.00% 2026-06-30
10 Norges Bank 5,022,027 $802.82M 1.82% 1.80% 2026-06-30
11 Invesco Ltd. Custodian 4,846,026 $774.69M 1.75% 1.73% 2026-06-30
12 Wellington Management Group LLP Custodian 4,631,940 $740.46M 1.68% 1.66% 2026-06-30
13 Morgan Stanley Custodian 4,397,381 $702.97M 1.59% 1.57% 2026-06-30
14 Bank of America Corp Custodian 3,994,679 $638.59M 1.45% 1.43% 2026-06-30
15 LOOMIS SAYLES & CO L P 3,673,461 $587.24M 1.33% 1.31% 2026-06-30
16 Northern Trust Corp Custodian 3,096,181 $494.96M 1.12% 1.11% 2026-06-30
17 T. Rowe Price Associates, Inc. 2,896,631 $463.06M 1.05% 1.04% 2026-06-30
18 UBS Group AG Custodian 2,563,062 $409.73M 0.93% 0.92% 2026-06-30
19 FMR LLC Custodian 2,507,287 $400.82M 0.91% 0.90% 2026-06-30
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 2,146,294 $343.11M 0.78% 0.77% 2026-06-30
21 Citadel Advisors LLC Custodian 2,093,797 $334.71M 0.76% 0.75% 2026-06-30
22 Legal & General Group Plc Custodian 1,861,575 $297.59M 0.67% 0.67% 2026-06-30
23 Stifel Financial Corp Custodian 1,825,459 $291.82M 0.66% 0.65% 2026-06-30
24 Charles Schwab Investment Management, Inc. 1,777,309 $284.12M 0.64% 0.64% 2026-06-30
25 Bank of New York Mellon Corp Custodian 1,747,978 $279.43M 0.63% 0.63% 2026-06-30
24 filers$614.00M notional
# Filer Notional Value % of Total Period
1 UBS Group AG Custodian $250.63M 40.82% 2026-06-30
2 Jane Street Group, LLC Custodian $174.44M 28.41% 2026-06-30
3 Susquehanna International Group, LLP Custodian $79.34M 12.92% 2026-06-30
4 Citadel Advisors LLC Custodian $30.33M 4.94% 2026-06-30
5 Wolverine Trading, LLC Custodian $20.67M 3.37% 2025-09-30
6 IMC-Chicago, LLC Custodian $12.93M 2.11% 2026-06-30
7 Twin Tree Management, LP $10.87M 1.77% 2026-06-30
8 Simplex Trading, LLC Custodian $8.22M 1.34% 2026-06-30
9 Walleye Capital LLC $4.97M 0.81% 2026-06-30
10 Millennium Management LLC Custodian $4.57M 0.74% 2026-06-30
11 Cubist Systematic Strategies, LLC $4.38M 0.71% 2025-09-30
12 BNP Paribas Financial Markets Custodian $2.96M 0.48% 2026-06-30
13 GROUP ONE TRADING LLC Custodian $2.32M 0.38% 2026-06-30
14 CAPSTONE INVESTMENT ADVISORS, LLC $1.66M 0.27% 2026-06-30
15 Citigroup Inc. Custodian $1.28M 0.21% 2026-06-30
16 Verition Fund Management LLC $1.01M 0.16% 2026-06-30
17 Walleye Trading LLC $639.44K 0.10% 2026-06-30
18 Bank of Montreal Custodian $559.51K 0.09% 2026-06-30
19 PEAK6 LLC $543.52K 0.09% 2026-06-30
20 TUDOR INVESTMENT CORP ET AL $511.55K 0.08% 2026-06-30
21 Vontobel Holding Ltd. $422.65K 0.07% 2026-09-30
22 Volterra Technologies LP $335.71K 0.05% 2026-06-30
23 Two Sigma Investments, LP Custodian $287.75K 0.05% 2026-06-30
24 Point72 Asset Management, L.P. $127.89K 0.02% 2026-06-30
20 filers$95.44M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $24.49M 25.66% 2026-06-30
2 Susquehanna International Group, LLP Custodian $16.83M 17.64% 2026-06-30
3 BNP Paribas Financial Markets Custodian $13.68M 14.34% 2026-06-30
4 Citadel Advisors LLC Custodian $5.55M 5.81% 2026-06-30
5 Wolverine Trading, LLC Custodian $5.50M 5.76% 2025-09-30
6 UBS Group AG Custodian $4.84M 5.08% 2026-06-30
7 Cubist Systematic Strategies, LLC $4.36M 4.57% 2025-09-30
8 IMC-Chicago, LLC Custodian $3.90M 4.09% 2026-06-30
9 Verition Fund Management LLC $2.67M 2.80% 2026-06-30
10 Walleye Capital LLC $2.64M 2.76% 2026-06-30
11 Millennium Management LLC Custodian $2.56M 2.68% 2026-06-30
12 CAPSTONE INVESTMENT ADVISORS, LLC $2.25M 2.36% 2026-06-30
13 Citigroup Inc. Custodian $1.92M 2.01% 2026-06-30
14 HSBC Holdings plc Custodian $1.58M 1.66% 2026-06-30
15 Two Sigma Investments, LP Custodian $623.45K 0.65% 2026-06-30
16 Wells Fargo & Company Custodian $559.51K 0.59% 2026-06-30
17 Bank of Montreal Custodian $559.51K 0.59% 2026-06-30
18 Walleye Trading LLC $559.51K 0.59% 2026-06-30
19 Simplex Trading, LLC Custodian $303.73K 0.32% 2026-06-30
20 Point72 Asset Management, L.P. $63.94K 0.07% 2026-06-30

YUM Insider Trading (Form 4)

Latest: 2026-10-07
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-07 Christopher Lee Turner Chief Executive Officer Sell (S) −285 $140.11 -$39.9K EDGAR
2026-10-01 Scott Mezvinsky KFC Division CEO Mixed — $102.33 -$33.1K EDGAR
2026-09-01 Christopher Lee Turner Chief Executive Officer Sell (S) −261 $153.64 -$40.1K EDGAR
2026-09-01 Scott Mezvinsky KFC Division CEO Mixed — $110.75 -$41.2K EDGAR
2026-08-28 Stephen B Bratspies Director Grant (A) +475 RSU — EDGAR
2026-08-24 Tracy L Skeans COO and CPO Sell (S) −3,494 $158.00 -$552.1K EDGAR
2026-08-20 Sean Tresvant Taco Bell, CEO, YUM CCO Mixed +2,066 $144.86 $299.3K EDGAR
2026-08-04 David Eric Russell Sr. Vice President, Controller Mixed — $110.62 -$1.97M EDGAR
2026-08-03 Christopher Lee Turner Chief Executive Officer Sell (S) −261 $153.15 -$40.0K EDGAR
2026-08-03 Scott Mezvinsky KFC Division CEO Mixed — $110.60 -$41.2K EDGAR
2026-07-01 Scott Mezvinsky KFC Division CEO Mixed — $114.09 -$44.5K EDGAR
2026-07-01 Aaron Powell CEO - Pizza Hut Sell (S) −6,001 $160.42 -$962.7K EDGAR
2026-07-01 Christopher Lee Turner Chief Executive Officer Sell (S) −250 $160.42 -$40.1K EDGAR
2026-06-02 Christopher Lee Turner Chief Executive Officer Sell (S) −270 $148.14 -$40.0K EDGAR
2026-06-02 Scott Mezvinsky KFC Division CEO Mixed — $108.03 -$38.7K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

YUM Insider Holdings

16 insiders · @ $154.45
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 David W Gibbs Chief Executive Officer 175,392 $27.09M -$47.98M 127 2025-09-15
2 Christopher Lee Turner Chief Executive Officer 63,224 $9.77M -$399.7K 35 2026-10-07
3 David Eric Russell Sr. Vice President, Controller 35,974 $5.56M -$7.90B 64 2026-08-04
4 Thomas Nelson Director 23,291 $3.60M $0 38 2026-02-09
5 Justin Skala Director 17,641 $2.72M -$221.3K 17 2026-02-09
6 Aaron Powell CEO - Pizza Hut 12,003 $1.85M -$4.23M 22 2026-07-01
7 Tanya Domier Director 7,744 $1.20M $249.9K 14 2026-04-02
8 Sabir Sami Chief Executive Officer - KFC 6,016 $929.2K -$9.75M 10 2025-02-13
9 Sean Tresvant Taco Bell, CEO, YUM CCO 5,239 $809.2K -$464.0K 11 2026-08-20
10 Scrivner Annie Young Director 3,897 $601.9K $0 8 2026-02-09
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

YUM Board & Officers

As of SEC filings through Oct 7, 2026

Directors 13

Officers 8

Changes in the last 10 years (38)
Aug 26, 2026Stephen B Bratspies became a director
May 1, 2026Christopher Lee Turner listed as Chief Executive Officer (previously CEO, Chairman of Board) in SEC filings
Apr 1, 2026Kathleen K. Oberg became a director
Feb 10, 2026The company announced the departure of Keith Barr from the board in an SEC filing
Feb 9, 2026David Eric Russell listed as Sr. Vice President, Controller (previously Vice President, Controller) in SEC filings
Dec 29, 2025Sean Tresvant listed as Taco Bell, CEO, YUM CCO (previously Taco Bell, CEO) in SEC filings
Nov 25, 2025Christopher Lee Turner listed as CEO, Chairman of Board (previously Chief Financial Officer) in SEC filings
Nov 25, 2025Christopher Lee Turner first listed as a director in an SEC filing
Oct 1, 2025Ranjith Roy became Chief Financial Officer
Aug 22, 2025The company announced the departure of David W Gibbs from the board in an SEC filing
Mar 26, 2025The company announced the departure of David W Gibbs as Chief Executive Officer in an SEC filing
Mar 1, 2025Scott Mezvinsky became KFC Division CEO
Jan 10, 2025The company announced the departure of Sabir Sami as Chief Executive Officer - KFC in an SEC filing
Nov 1, 2024Erika Burkhardt became Chief Legal Officer & Corp Sec
Jan 1, 2024Sean Tresvant became Taco Bell, CEO
Aug 10, 2023Susan Doniz became a director
Aug 10, 2023M. Brett Biggs became a director
Jun 27, 2023The company announced the departure of Mark James King as CEO - Taco Bell in an SEC filing
Feb 13, 2023Scott Catlett listed as Chief Legal &Franchise Officer (previously General Counsel and Corp. Sec.) in SEC filings
Dec 22, 2022The company announced the departure of Elane B Stock from the board in an SEC filing
Not reported recently (13)
  • Scott Catlett · Last reported as Chief Legal &Franchise Officer in an SEC filing dated Aug 14, 2024
  • Lauren R Hobart · Last reported as a director in an SEC filing dated May 19, 2022
  • Anthony Lowings · Last reported as CEO-KFC Division in an SEC filing dated Nov 10, 2021
  • Artie Starrs · Last reported as CEO - Pizza Hut in an SEC filing dated Mar 2, 2021
  • Michael J Cavanagh · Last reported as a director in an SEC filing dated Jun 5, 2020
  • Greg Creed · Last reported as a director in an SEC filing dated Apr 3, 2020
  • Robert D Walter · Last reported as a director in an SEC filing dated Feb 11, 2020
  • Roger G. Eaton · Last reported as CEO, Kfc in an SEC filing dated Nov 9, 2018
  • Brian R Niccol · Last reported as CEO, Taco Bell in an SEC filing dated Feb 13, 2018
  • Marc L. Kesselman · Last reported as Chief Legal Officer and GC in an SEC filing dated Feb 13, 2018
  • Keith A. Meister · Last reported as a director in an SEC filing dated Feb 14, 2017
  • Thomas M Ryan · Last reported as a director in an SEC filing dated Feb 13, 2017
  • David W Dorman · Last reported as a director in an SEC filing dated Feb 13, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

YUM Proposed Insider Sales (Form 144)

Latest: 2026-09-01
Last 30d: 0 filings  ·  Last 90d: 5 filings · $8.3M notice value · 5 unique filers · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Tracy Skeans (1, $4.9M) · Aaron Powell (1, $1.8M) · David Russell (1, $1.2M) · Scott Mevzinsky (1, $189K) · Christopher Turner (1, $128K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-01 Aaron Powell Former Officer 12,003 $1.84M 2026-09-01 Merrill Lynch 10b5-1 EDGAR
2026-09-01 Christopher Turner Officer 831 $127.7K 2026-09-01 Merrill Lynch 10b5-1 EDGAR
2026-09-01 Scott Mevzinsky Officer 1,232 $189.3K 2026-09-01 Merrill Lynch 10b5-1 EDGAR
2026-08-24 Tracy Skeans Officer 30,154 $4.87M 2026-08-24 Merrill Lynch 10b5-1 EDGAR
2026-08-03 David Russell Officer 7,961 $1.22M 2026-08-03 Merrill Lynch 10b5-1 EDGAR
2026-06-01 Scott Mevzinsky officer 1,227 $181.8K 2026-06-01 Merrill 10b5-1 EDGAR
2026-06-01 Christopher Turner officer 840 $124.4K 2026-06-01 Merrill 10b5-1 EDGAR
2026-05-26 Sean Tresvant Officer 3,000 $464.1K 2026-05-26 Merrill Lynch — EDGAR
2026-05-19 Aaron Powell officer 12,002 $1.83M 2026-05-19 Merrill 10b5-1 EDGAR
2026-02-26 Christopher Turner officer 1,140 $160.0K 2026-02-26 Merrill 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-02 0001041061-26-000136 EDGAR
2026-05-19 0001041061-26-000128 EDGAR
2026-04-29 0001041061-26-000108 EDGAR
2026-04-01 0001041061-26-000096 EDGAR
2026-02-12 0001041061-26-000069 EDGAR
2026-02-04 0001041061-26-000003 EDGAR
2025-11-26 0001041061-25-000120 EDGAR
2025-11-04 0001041061-25-000091 EDGAR
2025-09-30 0001104659-25-095069 EDGAR
2025-09-10 0001104659-25-088718 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-20 0001041061-26-000084 EDGAR
2025-02-19 0001041061-25-000013 EDGAR
2024-02-20 0001041061-24-000011 EDGAR
2023-02-27 0001041061-23-000009 EDGAR
2022-02-23 0001041061-22-000009 EDGAR
2021-02-22 0001041061-21-000012 EDGAR
2020-02-20 0001041061-20-000015 EDGAR
2019-02-21 0001041061-19-000010 EDGAR
2018-02-22 0001041061-18-000013 EDGAR
2017-02-22 0001041061-17-000016 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0001041061-26-000119 EDGAR
2025-11-07 0001041061-25-000109 EDGAR
2025-08-07 0001041061-25-000057 EDGAR
2025-05-07 0001041061-25-000025 EDGAR
2024-11-07 0001041061-24-000039 EDGAR
2024-08-08 0001041061-24-000033 EDGAR
2024-05-07 0001041061-24-000020 EDGAR
2023-11-07 0001041061-23-000050 EDGAR
2023-08-07 0001041061-23-000041 EDGAR
2023-05-09 0001041061-23-000025 EDGAR
ETF Holders
308 ETFs hold YUM
25 shown · $6.87B total exposure · 0.11% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.05% $1.2B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.06% $976.9M — 2026-09-30
3 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.37% $796.7M — 2026-09-30
4 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.06% $547.9M $878.4B 2026-10-21
5 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.06% $506.4M $820.7B 2026-10-21
6 VUG Vanguard Morningstar Growth ETF Vanguard 0.12% $475.6M — 2026-09-30
7 JEPI JPMorgan Equity Premium Income ETF JPMorgan 0.71% $327.4M $45.9B 2026-10-22
8 VOT Vanguard Morningstar Mid-Cap Growth ETF Vanguard 0.88% $292.1M — 2026-09-30
9 XLY State Street® Consumer Discretionary Select Sector SPDR® ETF SPDR (State Street) 1.08% $240.1M $22.2B 2026-10-21
10 USMV iShares MSCI USA Min Vol Factor ETF iShares (BlackRock) 0.86% $206.6M $24.3B 2026-10-21
11 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.21% $204.6M — 2026-10-21
12 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.31% $175.1M $57.2B 2026-10-21
13 VYM Vanguard High Dividend Yield ETF Vanguard 0.16% $153.3M — 2026-09-30
14 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.06% $113.8M $184.5B 2026-10-21
15 TCAF T. Rowe Price Capital Appreciation Equity ETF Nport 1.12% $83.2M — 2026-06-30
16 DGRO iShares Core Dividend Growth ETF iShares (BlackRock) 0.18% $78.0M $44.8B 2026-10-21
17 JGLO JPMorgan Global Select Equity ETF JPMorgan 1.23% $77.1M $6.3B 2026-10-22
18 IWP iShares Russell Mid-Cap Growth ETF iShares (BlackRock) 0.37% $70.4M $18.7B 2026-10-21
19 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.08% $65.5M $84.8B 2026-10-21
20 SPLV Invesco S&P 500 Low Volatility ETF Invesco 0.89% $64.9M — 2026-10-21
21 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.05% $52.9M $96.2B 2026-10-21
22 IWF iShares Russell 1000 Growth ETF iShares (BlackRock) 0.04% $46.9M $122.6B 2026-10-21
23 IWS iShares Russell Mid-Cap Value ETF iShares (BlackRock) 0.29% $44.6M $15.7B 2026-10-21
24 SCHX Schwab U.S. Large-Cap ETF Nport 0.06% $43.8M — 2026-05-31
25 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.06% $43.8M — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
19.43
TTM Diluted EPS
$7.95
TTM Revenue
$8.72B
TTM Net Income
$2.22B
TTM Op. Cash Flow
$2.08B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$2.17B$853.00M$3.08$507.00M
Q1 '262026-03-31$2.06B$432.00M$1.55$416.00M
Q4 '252025-12-31$2.52B$535.00M$1.91$617.00M
Q3 '252025-09-30$1.98B$397.00M$1.41$543.00M
Q2 '252025-06-30$1.93B$374.00M$1.33$446.00M
Q1 '252025-03-31$1.79B$253.00M$0.90$404.00M
Q4 '242024-12-31$2.36B$423.00M$1.49$513.00M
Q3 '242024-09-30$1.83B$382.00M$1.35$471.00M
Q2 '242024-06-30$1.76B$367.00M$1.28$342.00M
Q1 '242024-03-31$1.60B$314.00M$1.10$363.00M
Q4 '232023-12-31$2.04B$463.00M$1.62$448.00M
Q3 '232023-09-30$1.71B$416.00M$1.46$477.00M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
19.43
P/B
—
P/S
4.95
EV/EBITDA
17.97
EV/Sales
5.96
ROE
—
ROA
25.5%
Div Yield
1.96%
FCF Yield
4.83%
Debt/Equity
—
Current Ratio
—
Market Cap
$43.17B
as of 2026-10-22
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
12.41M
SI % of Float
4.55%
Days to Cover
4.97
Short Vol Ratio
57.1%
Free Float
272.57M
Float %
99.9%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-24