Retail-Eating Places · SIC 5812

Yum China Holdings, Inc.

YUMC

Watch

Latest revenue

$3.27B

as of 2026-03-31

Latest net income

$309.0M

as of 2026-03-31

Net margin

9.4%

as of 2026-03-31

Price · 5Y

-6.8% / yr 20.6 pts / yr vs S&P 500 29.6% total
Compare:

Live market

delayed ≤15 min
$44.56
0.85%
Market cap
$15.56B
Enterprise value
$15.56B
P/E (trailing)
16.7×
Forward P/E
P/B
Dividend yield
2.3%
52-wk high
$58.39
52-wk low
$41.69
Beta
Shares out
349.1M

5-year trend

What this company does

AI

Item 1. Business. References to “Yum China” mean Yum China Holdings, Inc. and references to the “Company,” “we,” “us,” and “our” mean Yum China and its subsidiaries. “U.S. dollars,” “$” or “US$” refers to the legal currency of the United States, and “RMB” or “Renminbi” refers to the legal currency of the People’s Republic of China (the “PRC” or “China”). The KFC, Pizza Hut, Lavazza, Huang Ji Huang, Little Sheep and Taco Bell brands are collectively referred to as the “brands” or “concepts.” Throughout this Form 10-K, the terms “brands” and “concepts” are used interchangeably and “restaurants,” “stores” and “units” are used interchangeably. General Yum China is the largest restaurant company…

AI summary unavailable — showing raw filing excerpt

Generated from YUMC's filing dated 2026-02-27

Key risks

AI

Item 1A. Risk Factors. You should carefully consider each of the following risks, as well as the information included elsewhere in this report, before deciding to invest in our common stock or otherwise in connection with evaluating our business. Based on the information currently known to us, we believe that the following information identifies the most material risk factors affecting us in each of these categories of risk. However, additional risks and uncertainties not presently known to us or that we currently believe to be immaterial may also adversely affect our business, financial condition or results of operations. In addition, past financial performance may not be a reliable…

AI summary unavailable — showing raw filing excerpt

Generated from YUMC's filing dated 2026-02-27

Profitability

Operating margin

10.9%

6.4%

Net margin

7.9%

2.3%

Return on equity

17.3%

8.6%

Return on assets

8.6%

5.2%

Leverage

Debt / equity

1.00×

6.7%

Long-term debt / equity

0.01×

10.8%

Debt / assets

50.1%

3.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$3.27B+9.7%$309.0M+5.8%9.4%

Q4 2025

2025-12-31

$2.82B+8.8%$140.0M+21.7%5.0%

Q3 2025

2025-09-30

$3.21B+4.4%$282.0M-5.1%8.8%

Q2 2025

2025-06-30

$2.79B+4.0%$215.0M+1.4%7.7%

Q1 2025

2025-03-31

$2.98B+0.8%$292.0M+1.7%9.8%

Q4 2024

2024-12-31

$2.60B$115.0M4.4%

Q3 2024

2024-09-30

$3.07B+5.4%$297.0M+21.7%9.7%

Q2 2024

2024-06-30

$2.68B+0.9%$212.0M+7.6%7.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Eating Places · SIC 5812

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$9.0M

Net activity

−$9.0M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-02-24

Xueling Lu

Controller and PAO

Sale1,957$55.92$109.4K
2026-02-24

Xueling Lu

Controller and PAO

Sale21,547$55.83$1.2M
2026-02-13

Joey Wat

Chief Executive Officer

Sale104,000$55.18$5.7M
2026-02-11

Joey Wat

Chief Executive Officer

Sale4,613$57.01$263.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns YUMC

Institutional value

$7.13B

Total shares held

133.2M

Distinct holders

499

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1JPMORGAN CHASE & CO25.4M$1.23BNew
2PRINCIPAL FINANCIAL GROUP INC22.6M$1.11BNew
3Mondrian Investment Partners LTD2.4M$908.6MNew
4BLS CAPITAL FONDSMAEGLERSELSKAB A/S11.4M$554.7MNew
5VANGUARD CAPITAL MANAGEMENT LLC11.1M$551.8MNew
6GUARDCAP ASSET MANAGEMENT Ltd3.9M$192.5MNew
7Bank of New York Mellon Corp3.7M$179.0MNew
8VANGUARD FIDUCIARY TRUST CO3.0M$149.3MNew
9Temasek Holdings (Private) Ltd2.7M$132.6MNew
10DIMENSIONAL FUND ADVISORS LP2.7M$130.2MNew
11FRANKLIN RESOURCES INC2.2M$108.4MNew
12Legal & General Group Plc2.0M$96.2MNew
13HSBC HOLDINGS PLC1.8M$85.8MNew
14Vontobel Holding Ltd.1.7M$83.3MNew
15UBS Group AG1.6M$75.8MNew
16Alberta Investment Management Corp1.4M$66.6MNew
17VANGUARD ASSET MANAGEMENT, Ltd1.2M$61.0MNew
18NORDEA INVESTMENT MANAGEMENT AB1.2M$59.1MNew
19Invesco Ltd.1.2M$56.6MNew
20TODD ASSET MANAGEMENT LLC1.1M$55.4MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once YUMC's latest filing finishes processing.