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

Mondelez International (NASDAQ:MDLZ) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.970-3.120 for the period, compared to the consensus EPS estimate of 3.050. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on MDLZ shares. JPMorgan Chase & Co. increased their price target on shares of Mondelez International from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Weiss Ratings restated a “hold (c-)” rating on shares of Mondelez International in a report on Monday, July 20th. Freedom Capital downgraded shares of Mondelez International from a “strong-buy” rating to a “hold” rating in a research note on Friday, June 26th. UBS Group lifted their price target on shares of Mondelez International from $62.00 to $64.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 29th. Finally, BTIG Research started coverage on shares of Mondelez International in a report on Tuesday, April 14th. They issued a “buy” rating and a $70.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $66.79.

Mondelez International Trading Up 4.8%

NASDAQ:MDLZ traded up $3.02 during trading hours on Wednesday, hitting $65.50. The company had a trading volume of 7,728,359 shares, compared to its average volume of 9,717,067. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.54 and a quick ratio of 0.37. The stock has a 50-day moving average price of $60.88 and a 200 day moving average price of $59.40. The company has a market capitalization of $84.08 billion, a PE ratio of 32.61, a price-to-earnings-growth ratio of 2.51 and a beta of 0.39. Mondelez International has a 52 week low of $51.20 and a 52 week high of $67.95.

Mondelez International (NASDAQ:MDLZ) last posted its earnings results on Tuesday, July 28th. The company reported $0.73 EPS for the quarter, topping the consensus estimate of $0.68 by $0.05. Mondelez International had a net margin of 6.64% and a return on equity of 14.14%. The firm had revenue of $9.36 billion during the quarter, compared to analysts’ expectations of $9.21 billion. During the same period last year, the company posted $0.73 EPS. The company’s quarterly revenue was up 4.1% compared to the same quarter last year. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. On average, equities research analysts predict that Mondelez International will post 3.04 EPS for the current fiscal year.

Mondelez International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 30th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.00 annualized dividend and a yield of 3.1%. Mondelez International’s dividend payout ratio (DPR) is currently 99.50%.

Key Mondelez International News

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

• Positive Sentiment: Q2 revenue exceeded expectations: Net revenue rose 4.1% year over year to $9.36 billion, surpassing the roughly $9.21 billion analyst consensus. Organic net revenue increased 2.2%, while volume/mix improved 0.7%, supported by steady demand for Oreo, Cadbury and other chocolate and biscuit products. Oreo maker Mondelez beats second-quarter sales estimates
• Positive Sentiment: Earnings beat estimates: Adjusted EPS was $0.73, above consensus estimates of approximately $0.67-$0.68. Management also highlighted improved profitability, stronger performance in emerging markets—particularly Latin America—and gains in market share. Mondelez International Q2 earnings call highlights
• Positive Sentiment: Outlook and shareholder returns supported sentiment: Mondelez now expects at least 2% organic net revenue growth for 2026 and announced a 4% increase to its quarterly dividend. The company returned $1.5 billion to shareholders during the first half of the year. Mondelez International lifts outlook on higher quarterly sales
• Neutral Sentiment: Full-year EPS guidance is broadly in line: The company provided 2026 adjusted EPS guidance of $2.97-$3.12, compared with analyst expectations of about $3.05. This offers limited surprise but maintains visibility for investors.
• Negative Sentiment: Underlying earnings remain pressured: Adjusted EPS declined 2.7% on a constant-currency basis from the prior year, despite the reported earnings beat. Currency effects, costs and ongoing margin pressures remain risks to the outlook. Mondelez International reports Q2 2026 results

Institutional Trading of Mondelez International

Institutional investors have recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in Mondelez International by 92.4% in the fourth quarter. Brighton Jones LLC now owns 14,631 shares of the company’s stock valued at $874,000 after buying an additional 7,025 shares during the last quarter. Rossby Financial LCC increased its holdings in shares of Mondelez International by 371.9% in the 4th quarter. Rossby Financial LCC now owns 2,237 shares of the company’s stock valued at $120,000 after acquiring an additional 1,763 shares during the period. Palisade Asset Management LLC purchased a new stake in shares of Mondelez International in the third quarter valued at about $110,000. Towarzystwo Funduszy Inwestycyjnych PZU SA raised its stake in Mondelez International by 32.8% during the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 1,620 shares of the company’s stock valued at $101,000 after acquiring an additional 400 shares during the last quarter. Finally, DV Equities LLC acquired a new stake in shares of Mondelez International during the fourth quarter worth $97,000. 78.32% of the stock is owned by hedge funds and other institutional investors.

Mondelez International Company Profile

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.