Key Points
- Insider sale: CFO Axel Schwan sold 34,939 shares on Feb. 23 at an average of $67.51 for about $2.36M, trimming his stake by 15.2% to 194,984 shares.
- Dividend increase: RBI raised its quarterly dividend to $0.65 (annualized $2.60), a 3.8% yield, while the payout ratio is about 105.1%.
- Solid quarter but mixed outlook: QSR reported $0.96 EPS vs. $0.93 expected and revenue of $2.47B (up 7.4% YoY), though analysts have trimmed price targets while the consensus rating remains a "Moderate Buy" with an average target of $76.65.
Restaurant Brands International Inc. (NYSE:QSR - Get Free Report) (TSE:QSR) insider Peter Perdue sold 3,882 shares of Restaurant Brands International stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $67.51, for a total value of $262,073.82. Following the transaction, the insider owned 42,906 shares in the company, valued at $2,896,584.06. This trade represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.
Peter Perdue also recently made the following trade(s):
- On Wednesday, January 7th, Peter Perdue sold 396 shares of Restaurant Brands International stock. The stock was sold at an average price of $67.44, for a total value of $26,706.24.
- On Monday, December 15th, Peter Perdue sold 907 shares of Restaurant Brands International stock. The stock was sold at an average price of $70.87, for a total value of $64,279.09.
- On Monday, December 15th, Peter Perdue sold 907 shares of Restaurant Brands International stock. The shares were sold at an average price of $70.87, for a total value of $64,279.09.
Restaurant Brands International Trading Up 1.9%
Shares of NYSE:QSR opened at $68.81 on Wednesday. The stock has a 50 day moving average of $68.61 and a 200 day moving average of $67.46. The company has a market cap of $23.84 billion, a PE ratio of 29.16, a price-to-earnings-growth ratio of 2.06 and a beta of 0.58. Restaurant Brands International Inc. has a 12-month low of $58.71 and a 12-month high of $73.70. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.62.
Restaurant Brands International (NYSE:QSR - Get Free Report) (TSE:QSR) last released its earnings results on Thursday, February 12th. The restaurant operator reported $0.96 EPS for the quarter, topping analysts' consensus estimates of $0.93 by $0.03. Restaurant Brands International had a net margin of 8.23% and a return on equity of 32.51%. The company had revenue of $2.47 billion for the quarter, compared to analysts' expectations of $2.41 billion. During the same quarter last year, the business earned $0.81 EPS. The firm's revenue was up 7.4% compared to the same quarter last year. As a group, equities research analysts expect that Restaurant Brands International Inc. will post 3.72 EPS for the current year.
Restaurant Brands International Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Investors of record on Thursday, March 19th will be paid a dividend of $0.65 per share. This is a positive change from Restaurant Brands International's previous quarterly dividend of $0.62. The ex-dividend date is Thursday, March 19th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 3.8%. Restaurant Brands International's dividend payout ratio is presently 105.08%.
Institutional Investors Weigh In On Restaurant Brands International
A number of hedge funds have recently made changes to their positions in the company. D.A. Davidson & CO. boosted its stake in Restaurant Brands International by 1.9% during the fourth quarter. D.A. Davidson & CO. now owns 8,451 shares of the restaurant operator's stock valued at $577,000 after buying an additional 154 shares during the last quarter. Capital Analysts LLC increased its stake in Restaurant Brands International by 20.6% in the 4th quarter. Capital Analysts LLC now owns 924 shares of the restaurant operator's stock worth $63,000 after acquiring an additional 158 shares during the last quarter. Legacy Wealth Asset Management LLC raised its holdings in shares of Restaurant Brands International by 2.0% during the 4th quarter. Legacy Wealth Asset Management LLC now owns 8,029 shares of the restaurant operator's stock worth $548,000 after acquiring an additional 161 shares in the last quarter. Applied Finance Capital Management LLC boosted its position in shares of Restaurant Brands International by 1.9% during the 4th quarter. Applied Finance Capital Management LLC now owns 9,440 shares of the restaurant operator's stock valued at $644,000 after acquiring an additional 179 shares during the last quarter. Finally, MAI Capital Management boosted its position in shares of Restaurant Brands International by 4.1% during the 2nd quarter. MAI Capital Management now owns 4,595 shares of the restaurant operator's stock valued at $305,000 after acquiring an additional 180 shares during the last quarter. 82.29% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting Restaurant Brands International
Here are the key news stories impacting Restaurant Brands International this week:
- Positive Sentiment: Dividend interest — QSR was named in a roundup of “3 Big Dividend Stocks” that are raising payouts, which can attract income-oriented investors and support demand for the shares. 3 Big Dividend Stocks Just Raised Payouts—Here’s Who’s Leading in 2026 (QSR)
- Positive Sentiment: Investor event scheduled — RBI is hosting an investor event on Feb. 26, 2026 (management presentation/Q&A). Events like this often drive intraday buying as investors and analysts re-assess guidance, growth initiatives and capital allocation. Restaurant Brands International is Hosting an Investor Event on February 26, 2026
- Neutral Sentiment: Analyst view mixed — JPMorgan cut its price target from $77 to $72 but maintained an “overweight” rating, signaling continued analyst confidence in the business despite a smaller near-term upside. That keeps institutional support but slightly reduces upside expectations. Analyst Rating/Price Target Note
- Negative Sentiment: Heavy insider selling — multiple executives (including Axel Schwan, CFO Sami Siddiqui and several other insiders) sold shares on Feb. 23, with individual sales ranging from ~3.8k to ~34.9k shares; one filing shows a 15%+ reduction for an insider and the CFO cut their stake by ~28.7%. Large, simultaneous insider disposals can be perceived negatively by investors even if they’re for diversification or tax-liability reasons. SEC Filing (example insider sale)
Wall Street Analysts Forecast Growth
A number of brokerages have issued reports on QSR. Argus upgraded Restaurant Brands International from a "hold" rating to a "buy" rating and set a $85.00 price target for the company in a research note on Tuesday, December 2nd. BMO Capital Markets dropped their price objective on Restaurant Brands International from $83.00 to $81.00 and set an "outperform" rating for the company in a research note on Friday, February 13th. Sanford C. Bernstein set a $82.00 target price on Restaurant Brands International in a research report on Friday, February 13th. Robert W. Baird boosted their price target on Restaurant Brands International from $68.00 to $72.00 and gave the stock a "neutral" rating in a report on Friday, October 31st. Finally, JPMorgan Chase & Co. dropped their price target on Restaurant Brands International from $77.00 to $72.00 and set an "overweight" rating for the company in a research note on Tuesday. Twelve equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $76.65.
View Our Latest Analysis on QSR
Restaurant Brands International Company Profile
(
Get Free Report)
Restaurant Brands International Inc (NYSE: QSR) is a global quick-service restaurant company formed through the combination of established brands. The company's principal holdings include Burger King, Tim Hortons and Popeyes, each of which operates under its own brand identity and menu. Restaurant Brands International's business is centered on developing and expanding these franchised restaurant systems, supporting franchisees with brand management, supply chain coordination, and marketing programs.
RBI's restaurants offer a range of quick-service food and beverage products: Burger King is known for its flame-grilled hamburgers and sandwiches, Tim Hortons for coffee, baked goods and breakfast items, and Popeyes for Louisiana-style fried chicken and seafood.
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