Mondelez International (NASDAQ:MDLZ) Updates FY 2026 Earnings Guidance

Mondelez International (NASDAQ:MDLZ) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 2.920-3.060 for the period, compared to the consensus earnings per share estimate of 3.020. The company issued revenue guidance of -.

Mondelez International Price Performance

Shares of MDLZ stock traded up $0.23 on Thursday, reaching $61.27. The company’s stock had a trading volume of 4,403,564 shares, compared to its average volume of 10,420,914. The stock’s fifty day simple moving average is $57.90 and its 200-day simple moving average is $57.48. Mondelez International has a 1 year low of $51.20 and a 1 year high of $71.15. The company has a current ratio of 0.59, a quick ratio of 0.39 and a debt-to-equity ratio of 0.67. The company has a market capitalization of $78.54 billion, a price-to-earnings ratio of 32.59, a price-to-earnings-growth ratio of 2.44 and a beta of 0.37.

Mondelez International (NASDAQ:MDLZ) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.67 EPS for the quarter, topping the consensus estimate of $0.61 by $0.06. The company had revenue of $10.08 billion during the quarter, compared to analyst estimates of $9.76 billion. Mondelez International had a net margin of 6.36% and a return on equity of 14.53%. Mondelez International’s quarterly revenue was up 8.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.76 earnings per share. Mondelez International has set its FY 2026 guidance at 2.920-3.060 EPS. Analysts forecast that Mondelez International will post 3.03 earnings per share for the current fiscal year.

Mondelez International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 31st were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend was Tuesday, March 31st. Mondelez International’s payout ratio is currently 99.50%.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Mondelez International from $60.00 to $54.00 and set a “hold” rating for the company in a research note on Monday, March 30th. Wall Street Zen upgraded Mondelez International from a “sell” rating to a “hold” rating in a report on Saturday, February 7th. Morgan Stanley lifted their price objective on Mondelez International from $66.00 to $70.00 and gave the company an “overweight” rating in a report on Monday, March 16th. Piper Sandler lifted their price objective on Mondelez International from $62.00 to $64.00 and gave the company a “neutral” rating in a report on Wednesday, February 4th. Finally, Bank of America lifted their price objective on Mondelez International from $62.00 to $65.00 and gave the company a “buy” rating in a report on Friday, April 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $67.05.

Insider Buying and Selling

In other Mondelez International news, EVP Gustavo Carlos Valle sold 3,000 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $62.00, for a total value of $186,000.00. Following the completion of the transaction, the executive vice president directly owned 99,596 shares in the company, valued at approximately $6,174,952. The trade was a 2.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.45% of the company’s stock.

Mondelez International News Roundup

Here are the key news stories impacting Mondelez International this week:

• Positive Sentiment: Q1 results beat expectations — adjusted EPS $0.67 vs. $0.61 estimate and revenue $10.08B (+8.2% YoY). Top‑line strength (especially in Emerging Markets) is driving optimism. Q1 Results Press Release
• Positive Sentiment: Input‑cost relief emerging — coverage notes cocoa cost pressure easing, which could improve margins going forward if the trend continues. MarketBeat: Cocoa Pressure Easing
• Positive Sentiment: Multiple broker upgrades and higher price targets (JPMorgan to $70/Overweight, Barclays to $68/Overweight, TD Cowen to $67/Buy, UBS raised its PT) signal institutional bullishness and may support upside. Broker Note Coverage
• Positive Sentiment: Unusual options activity — a surge in call purchases suggests some traders are positioning for further gains. Options Activity Article
• Neutral Sentiment: FY‑2026 EPS guidance set to $2.920–3.060 (consensus ~3.020) — guidance roughly in line with Street expectations, limiting surprise upside but providing a clear framework for the year. Guidance / Slide Deck
• Negative Sentiment: Margin and profit pressure remain — some metrics show weaker margins and adjusted EPS declines on a constant‑currency basis, and volume/mix was slightly negative, which could cap near‑term margin expansion. Zacks: Margin/Profit Notes
• Negative Sentiment: Cash‑flow and volume signals are mixed — free cash flow was modest and volumes were down slightly, which may temper enthusiasm from investors focused on capital returns and durable margin recovery. Q1 Results Press Release

Hedge Funds Weigh In On Mondelez International

Hedge funds have recently modified their holdings of the business. Advocate Investing Services LLC acquired a new position in shares of Mondelez International in the fourth quarter valued at approximately $25,000. J.Safra Asset Management Corp bought a new stake in shares of Mondelez International during the 4th quarter worth $25,000. Kemnay Advisory Services Inc. bought a new position in Mondelez International during the fourth quarter valued at about $28,000. Prosperity Bancshares Inc acquired a new stake in Mondelez International during the fourth quarter valued at approximately $31,000. Finally, JPL Wealth Management LLC bought a new stake in shares of Mondelez International during the 3rd quarter valued at $32,000. 78.32% of the stock is currently owned by hedge funds and other institutional investors.

About Mondelez International

Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.

The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.