AIA Group Ltd increased its holdings in shares of Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 26.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 111,169 shares of the restaurant operator’s stock after buying an additional 23,154 shares during the quarter. AIA Group Ltd’s holdings in Restaurant Brands International were worth $7,130,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also recently added to or reduced their stakes in the business. Steigerwald Gordon & Koch Inc. purchased a new stake in Restaurant Brands International in the third quarter valued at approximately $29,000. Cary Street Partners Investment Advisory LLC purchased a new stake in shares of Restaurant Brands International during the 2nd quarter valued at $35,000. Elevation Point Wealth Partners LLC purchased a new stake in shares of Restaurant Brands International during the 2nd quarter valued at $36,000. Exchange Traded Concepts LLC acquired a new stake in shares of Restaurant Brands International during the 3rd quarter worth $48,000. Finally, MassMutual Private Wealth & Trust FSB increased its holdings in shares of Restaurant Brands International by 41.0% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 1,032 shares of the restaurant operator’s stock worth $66,000 after buying an additional 300 shares during the last quarter. 82.29% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling at Restaurant Brands International
In related news, insider Jacqueline Friesner sold 30,000 shares of Restaurant Brands International stock in a transaction on Monday, March 16th. The shares were sold at an average price of $74.61, for a total transaction of $2,238,300.00. Following the sale, the insider owned 165,727 shares of the company’s stock, valued at $12,364,891.47. The trade was a 15.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Sami A. Siddiqui sold 40,000 shares of the business’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $74.51, for a total transaction of $2,980,400.00. Following the completion of the transaction, the chief financial officer owned 35,766 shares in the company, valued at $2,664,924.66. This represents a 52.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 435,191 shares of company stock worth $31,829,606. 1.25% of the stock is currently owned by insiders.
Restaurant Brands International News Summary
- Positive Sentiment: Oppenheimer raised its price target to $85 and reiterated an “outperform” view, adding fresh analyst upside that supports investor confidence. Oppenheimer Raises Price Target
- Positive Sentiment: Unusually large options flow: traders bought roughly 273,975 call contracts on March 18 (a ~22,468% jump vs. average). This signals sizable bullish speculation or hedging interest that can lift share demand. No article link available
- Positive Sentiment: Dividend hike: RBI increased the quarterly payout to $0.65 (annualized $2.60) with an ex-dividend date on March 19, which improves yield and may attract income-focused buyers. Dividend Announcement
- Neutral Sentiment: Analyst activity is mixed but skewed toward optimism: several firms have nudged targets higher (Piper Sandler, RBC, Morgan Stanley among them) producing a consensus target near the high $70s — useful context but not a guaranteed catalyst. Analyst Coverage Summary
- Neutral Sentiment: Institutional positioning remains large (institutions own ~82%); recent filings show some funds adding to holdings while others rebalance — this sustains liquidity but makes flows sensitive to macro or sector moves. Institutional Holdings Detail
- Negative Sentiment: Significant insider selling: CEO Joshua Kobza sold 200,000 shares (~17.2% reduction in his holdings) and CFO Sami Siddiqui sold 40,000 shares (a large percentage cut), alongside other insider sales totaling hundreds of thousands of shares this week — a clear near-term negative that can pressure sentiment. CEO Form 4
Restaurant Brands International Price Performance
QSR stock opened at $74.37 on Thursday. The firm has a market cap of $25.82 billion, a P/E ratio of 31.51, a price-to-earnings-growth ratio of 2.13 and a beta of 0.56. The company has a debt-to-equity ratio of 2.62, a quick ratio of 0.91 and a current ratio of 0.98. Restaurant Brands International Inc. has a 1 year low of $58.71 and a 1 year high of $75.57. The stock has a 50-day simple moving average of $69.73 and a 200-day simple moving average of $68.34.
Restaurant Brands International (NYSE:QSR – Get Free Report) (TSE:QSR) last released its quarterly earnings results on Thursday, February 12th. The restaurant operator reported $0.96 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.03. Restaurant Brands International had a return on equity of 32.51% and a net margin of 8.23%.The firm had revenue of $2.47 billion during the quarter, compared to analysts’ expectations of $2.41 billion. During the same quarter in the prior year, the business earned $0.81 EPS. Restaurant Brands International’s quarterly revenue was up 7.4% compared to the same quarter last year. On average, equities analysts predict that Restaurant Brands International Inc. will post 3.72 earnings per share for the current fiscal year.
Restaurant Brands International Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Thursday, March 19th will be paid a $0.65 dividend. This represents a $2.60 annualized dividend and a dividend yield of 3.5%. This is a boost from Restaurant Brands International’s previous quarterly dividend of $0.62. The ex-dividend date is Thursday, March 19th. Restaurant Brands International’s payout ratio is currently 105.08%.
Analyst Ratings Changes
A number of research analysts recently weighed in on QSR shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Restaurant Brands International in a report on Thursday, January 22nd. Scotiabank dropped their price target on Restaurant Brands International from $74.00 to $71.00 and set a “sector perform” rating for the company in a research note on Friday, February 13th. Stifel Nicolaus upgraded Restaurant Brands International from a “hold” rating to a “buy” rating and raised their price objective for the stock from $68.00 to $90.00 in a report on Monday, March 2nd. Piper Sandler raised Restaurant Brands International from a “neutral” rating to an “overweight” rating and lifted their price objective for the company from $71.00 to $84.00 in a research note on Monday, March 2nd. Finally, JPMorgan Chase & Co. decreased their target price on Restaurant Brands International from $77.00 to $72.00 and set an “overweight” rating for the company in a report on Tuesday, February 24th. Fourteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $79.19.
View Our Latest Analysis on QSR
Restaurant Brands International Company Profile
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.
See Also
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