Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
VIRGINIA RETIREMENT SYSTEMS ET Al Purchases 192,900 Shares of Yum! Brands, Inc. $YUM
Virginia Retirement Systems increased its stake in Yum! Brands (NYSE:YUM) by 46.4% in the third quarter, acquiring an additional 192,900 shares to hold 608,700 shares valued at approximately $92.5 million. Yum! Brands exceeded Q3 earnings expectations, reporting an EPS of $1.58 against a $1.46 consensus, and analysts project an annual EPS of 5.94. Despite recent insider selling, institutional ownership stands at 82.37%, and Wall Street maintains a "Moderate Buy" consensus with an average target price of $168.
Dec 30, 2025 • marketscreener.com
SOMEWHAT-BULLISH
FCPT announces acquisition of a Sprouts Farmers Market property
Four Corners Property Trust (FCPT) announced the acquisition of a Sprouts Farmers Market property for $8.6 million, contributing to a total 2025 acquisition volume of $318 million. FCPT, a real estate investment trust, specializes in owning, acquiring, and leasing restaurant and retail properties. The company's recent acquisitions also include properties for United Rentals, Buffalo Wild Wings, Olive Garden, and Crash Champions.
Dec 30, 2025 • ts2.tech
NEUTRAL
McDonald’s stock today: MCD edges down as Fed minutes, year-end trade keep investors cautious
McDonald's stock (MCD) dipped slightly by 0.1% to $308.37 in late-afternoon trading, outperforming the broader consumer discretionary sector amidst light year-end trading volumes. Investors are closely monitoring Federal Reserve policy signals and the estimated early February earnings date. Analysts maintain a cautious-to-neutral stance with a consensus "Hold" rating and an average 12-month price target of $324.57.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Restaurant Brands International Is Quietly Taking Over Fast Food – But Should You Buy In Now?
Restaurant Brands International (QSR), owning brands like Burger King and Popeyes, is expanding its fast-food empire with a strong social media presence. The article discusses whether its stock, trading around the mid-$50s, presents a solid long-term investment opportunity due to its franchise model and global reach, despite not being a "get-rich-fast" stock. Investors are advised to consider its steady growth and defensive play potential, comparing it to competitors like McDonald's.
Dec 30, 2025 • ts2.tech
NEUTRAL
McDonald’s stock slips into the close as year-end trading turns choppy — what investors watch next for MCD
McDonald’s Corporation (NYSE: MCD) stock closed down 0.7% at $308.53 amidst choppy, holiday-thinned year-end trading where U.S. stocks generally ended lower. Investors are now looking ahead to the Federal Reserve minutes and jobless claims, with McDonald's next quarterly results anticipated in early February, and market participants will be watching for updates on traffic, pricing, and cost pressures. Technically, traders are focusing on the $308 level as immediate support, with a move above $312 potentially signaling a return to recent highs.
Dec 29, 2025 • Jacksonville Daily Record
NEUTRAL
Saucy by KFC to replace closed Julington Creek PDQ
A former PDQ restaurant in Julington Creek will be converted into "Saucy by KFC," a new concept offering chicken tenders and 11 sauces. This will be the third Saucy location in Northeast Florida, with two others planned for Gate Parkway and Hodges Boulevard. Yum! Brands Inc., KFC's parent company, acquired 13 PDQ leases in Florida for the development of its various concepts.