Insider Cluster (2 insiders) ·Filed May 26, 2026

YUM

YUM BRANDS INC
NEUTRAL
Impact 3/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $1.4M total
Actionable Insight • Neutral

Insider sales at this magnitude are noise for a $42.8B company. Monitor the next 10-Q for same-store-sales trends at Pizza Hut and Taco Bell, but this cluster alone does not warrant a position adjustment.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
YUM ▼ -5.15% at T+60d
NEUTRAL call ✗ call lost -5.15% · α vs SPY -7.62% · entry $153.86 → $145.93
Entry anchored
May 26, 2026
via day open
T+1d
-1.26%
call -1.26% · α -1.27%
$151.93
settled 4mo ago
T+5d
-4.99%
call -4.99% · α -6.20%
$146.19
settled 4mo ago
T+20d
-1.47%
call -1.47% · α +0.80%
$151.60
settled 3mo ago
T+60d
-5.15%
call -5.15% · α -7.62%
$145.93
settled 6w ago

Price Chart

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Executive Summary

Two top executives at YUM Brands — the CEO of Pizza Hut and the Taco Bell CEO/Global CCO — sold a combined $1.38M in open-market transactions over a one-week window. This is routine portfolio diversification relative to YUM's $42.8B market cap (0.003% of float). The cluster is amplified by nearby earnings and press contexts, but the dollar amounts are far below materiality thresholds.

Key Financial Metrics

Direction
selling
Total Value
$1.4M
Insiders
2

Key Facts

  • Two insiders sold $1.38M total in open-market sales (CEO Pizza Hut $914K, Taco Bell CEO $464K)
  • Sales represent ~0.003% of YUM's $42.8B market cap — well below the 0.1% materiality floor
  • Both sales are non-10b5-1 open-market transactions; timing near earnings context triggers an amplifier but dollar weight is trivial
  • YUM has $1.4M in insider sales over the prior 30 days, indicating a consistent pattern of low-level monetization
  • Analyst consensus is 49% bullish (6 Strong Buy, 11 Buy, 18 Hold) — no fundamental alarm

Financial Impact

$1.38M total insider sales — less than 0.01% of market cap; immaterial to company financials

insider_ownership_levels

Risk Factors

  • Any future escalation in insider sales dollar volume above 0.1% of market cap would warrant attention
  • The amplifier from earnings context suggests a modest signaling link — any broader C-suite selling trend bears watching

Market Snapshot

Exchange
NYSE
Sector
Retail-Eating Places
Analyst Consensus
49% bullish (35 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-YUM-1779819206492
20 reports for YUM
Performance horizon
33% Hit rate 2 of 6 directional calls best @ T+20▲ +0.32%Jun 16, 2026
Filters
Rows
Reports for YUM — sortable, filterable
TypeNow
Aug 21, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$152.99 $139.33▼ −8.93%▼ −8.40%$136.56 (−10.74%)
Aug 7, 2026
8w ago
8-K
BULLISH ★ 7/10
$150.76 $150.71▼ −0.03%▲ +0.36%$136.56 (−9.42%)
Aug 7, 2026
8w ago
Press Release
BULLISH ★ 7/10
$150.76 $150.71▼ −0.03%▲ +0.36%$136.56 (−9.42%)
Aug 4, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$147.61 $152.03▲ +3.00%▲ +4.24%$136.56 (−7.48%)
Jul 30, 2026
9w ago
8-K
BULLISH ★ 7/10
$157.00 $150.69▼ −4.02%▼ −7.99%$136.56 (−13.02%)
Jul 1, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$161.59 $151.92▼ −5.98%▼ −3.80%$136.56 (−15.49%)
Jul 1, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$161.59 $151.92▼ −5.98%▼ −3.80%$136.56 (−15.49%)
Jun 16, 2026
15w ago
8-K
BULLISH ★ 7/10
$154.07 $152.10▼ −1.28%▼ −2.60%$136.56 (−11.36%)
Jun 16, 2026
15w ago
8-K
BULLISH ★ 7/10
$157.67 $158.18▲ +0.32%▲ +0.12%$136.56 (−13.39%)
Jun 2, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$147.82 $161.59▲ +9.32%▲ +10.44%$136.56 (−7.62%)
Showing 10 of 20

US Market Status

Market Open — Closes in 49m

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Report published May 26, 2026