Mondelez International
MDLZ
About: Mondelez has operated independently since its split from the former Kraft Foods North American grocery business in October 2012. The firm is a leading player in the global snack enclave with a presence in the biscuit (49% of sales as of the end of fiscal 2024), chocolate (31%), gum/candy (11%), beverage (3%), and cheese and grocery (6%) aisles. Mondelez's portfolio includes well-known brands like Oreo, Chips Ahoy, Halls, and Cadbury. The firm derives around one-third of its revenue from developing markets, just more than one-third from Europe, and the remainder from North America.
Employees: 90,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
18% more call options, than puts
Call options by funds: $389M | Put options by funds: $331M
16% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 117
2.46% more ownership
Funds ownership: 81.1% [Q1] → 83.57% (+2.46%) [Q2]
3% more repeat investments, than reductions
Existing positions increased: 757 | Existing positions reduced: 734
3% more capital invested
Capital invested by funds: $71.2B [Q1] → $73B (+$1.8B) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 12 [Q1] → 12 (+0) [Q2]
1% less funds holding
Funds holding: 1,971 [Q1] → 1,952 (-19) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
JP Morgan
Ken Goldman
|
$75
|
Overweight
Assumed
|
20 Aug 2025 |
Barclays
Andrew Lazar
|
$77
|
Overweight
Maintained
|
31 Jul 2025 |
UBS
Cody Ross
|
$69
|
Neutral
Maintained
|
31 Jul 2025 |
Bernstein
Alexia Howard
|
$88
|
Outperform
Maintained
|
30 Jul 2025 |
Piper Sandler
Michael Lavery
|
$67
|
Neutral
Maintained
|
30 Jul 2025 |
Stifel
Matthew Smith
|
$76
|
Buy
Maintained
|
30 Jul 2025 |
Jefferies
Scott Marks
|
$78
|
Buy
Upgraded
|
17 Jul 2025 |
Wells Fargo
Chris Carey
|
$78
|
Overweight
Upgraded
|
20 Jun 2025 |
Financial journalist opinion
Based on 6 articles about MDLZ published over the past 30 days