Mondelez rises as Q1 results top expectations and company reiterates 2026 outlook

Mondelez International (MDLZ) is up 4.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a positive reaction to Mondelez’s first-quarter 2026 earnings release, which showed revenue and adjusted EPS ahead of typical Wall Street forecasts alongside a reaffirmed full-year outlook. Investors may also be focusing on improving developed-market trends and the company’s ongoing capital returns despite continued cost pressures in key inputs.

Details:

Mondelez reported Q1 net revenues of $10.08 billion, up 8.2% year over year, with organic net revenue growth of 3.0%.

Adjusted EPS was $0.67 (while diluted EPS was $0.44), and the quarter’s adjusted result exceeded common consensus expectations cited by major market-data summaries.

The company characterized the quarter as a “solid start” and reaffirmed its 2026 outlook.

Mondelez reported returning about $0.6 billion of capital to shareholders during the quarter (dividends and share repurchases combined).

Sources:

Mondelēz International, The Associated Press, GlobeNewswire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MDLZ Insider Trading Activity

$MDLZ insiders have traded $MDLZ stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $MDLZ stock by insiders over the last 6 months:

GUSTAVO CARLOS VALLE (EVP and President, NA) sold 3,000 shares for an estimated $186,000

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$MDLZ Hedge Fund Activity

We have seen 677 institutional investors add shares of $MDLZ stock to their portfolio, and 1,105 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 24,629,502 shares (-78.3%) from their portfolio in Q4 2025, for an estimated $1,325,806,092
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 12,814,080 shares (-84.6%) from their portfolio in Q4 2025, for an estimated $689,781,926
CAPITAL INTERNATIONAL INVESTORS added 8,382,270 shares (+10.7%) to their portfolio in Q4 2025, for an estimated $451,217,594
JPMORGAN CHASE & CO removed 6,482,722 shares (-9.3%) from their portfolio in Q4 2025, for an estimated $348,964,925
FMR LLC added 5,355,427 shares (+32.8%) to their portfolio in Q4 2025, for an estimated $288,282,635
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 5,257,150 shares (+1919.5%) to their portfolio in Q4 2025, for an estimated $282,992,384
MORGAN STANLEY removed 4,997,119 shares (-20.9%) from their portfolio in Q4 2025, for an estimated $268,994,915

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$MDLZ Congressional Stock Trading

Members of Congress have traded $MDLZ stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $MDLZ stock by members of Congress over the last 6 months:

REPRESENTATIVE RICK LARSEN sold up to $15,000 on 01/07.
REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 11/03.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$MDLZ Analyst Ratings

Wall Street analysts have issued reports on $MDLZ in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Stifel issued a "Buy" rating on 02/04/2026
Mizuho issued a "Outperform" rating on 01/08/2026
B of A Securities issued a "Buy" rating on 12/19/2025

To track analyst ratings and price targets for $MDLZ, check out Quiver Quantitative's $MDLZ forecast page.

$MDLZ Price Targets

Multiple analysts have issued price targets for $MDLZ recently. We have seen 15 analysts offer price targets for $MDLZ in the last 6 months, with a median target of $65.0.

Here are some recent targets:

Rob Dickerson from BTIG set a target price of $70.0 on 04/14/2026
Bryan Spillane from B of A Securities set a target price of $65.0 on 04/10/2026
Peter Grom from UBS set a target price of $62.0 on 04/07/2026
Stephen Powers from Deutsche Bank set a target price of $54.0 on 03/30/2026
Bingqing Zhu from Rothschild & Co set a target price of $55.0 on 03/25/2026
Megan Alexander from Morgan Stanley set a target price of $70.0 on 03/16/2026
Alexia Howard from Bernstein set a target price of $73.0 on 02/18/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.