Restaurant Brands International (NYSE:QSR) Issues Quarterly Earnings Results

Restaurant Brands International (NYSE:QSR) (TSE:QSR) issued its earnings results on Thursday. The restaurant operator reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.03, Briefing.com reports. Restaurant Brands International had a return on equity of 32.43% and a net margin of 9.95%.The firm had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter last year, the business posted $0.81 EPS. The company’s revenue was up 7.4% compared to the same quarter last year.

Here are the key takeaways from Restaurant Brands International’s conference call:

• For 2025 RBI reported strong results with 8.3% organic adjusted operating income growth and 10.7% adjusted EPS growth, the third consecutive year of roughly 8% AOI growth.
• The international segment was a standout (Q4 comps +6.1%, system-wide sales ~+11% FY), and RBI closed a joint venture with CPE for Burger King China with a $350 million capital injection and a plan to roughly double the footprint to ~2,500 units by 2030.
• Burger King U.S. showed operational momentum—successful marketing (e.g., SpongeBob activation), retention of new guests, Modern Image up to 58%, and refranchising that started ahead of schedule, supporting long-term unit and margin improvement.
• Elevated commodity costs, notably >20% beef inflation in 2025, pressured Burger King franchisee profitability (avg. ~$185k vs ~$205k in 2024), a near-term headwind to unit economics and margins.
• Popeyes underperformed in 2025 (comparable sales down ~3.2% and franchisee EBITDA ≈ $235k), prompting a leadership reset and intensified field operations/coaching to restore restaurant-level execution.

Restaurant Brands International Trading Down 6.3%

Shares of NYSE QSR opened at $66.27 on Friday. The firm has a 50 day moving average price of $69.14 and a two-hundred day moving average price of $67.46. The stock has a market cap of $22.96 billion, a P/E ratio of 23.58, a price-to-earnings-growth ratio of 2.56 and a beta of 0.58. Restaurant Brands International has a 52-week low of $58.71 and a 52-week high of $73.70. The company has a debt-to-equity ratio of 2.65, a quick ratio of 0.98 and a current ratio of 1.06.

Restaurant Brands International Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Thursday, March 19th will be given a $0.65 dividend. This is an increase from Restaurant Brands International’s previous quarterly dividend of $0.62. The ex-dividend date is Thursday, March 19th. This represents a $2.60 annualized dividend and a yield of 3.9%. Restaurant Brands International’s dividend payout ratio is currently 88.26%.

Insider Buying and Selling

In other Restaurant Brands International news, insider Peter Perdue sold 396 shares of the company’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $67.44, for a total value of $26,706.24. Following the sale, the insider owned 36,997 shares in the company, valued at approximately $2,495,077.68. The trade was a 1.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Thiago T. Santelmo sold 699 shares of the firm’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $67.44, for a total value of $47,140.56. Following the transaction, the insider owned 64,088 shares of the company’s stock, valued at $4,322,094.72. This trade represents a 1.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 145,508 shares of company stock valued at $10,233,040 over the last quarter. 1.25% of the stock is currently owned by company insiders.

Institutional Trading of Restaurant Brands International

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Capital Analysts LLC lifted its position in shares of 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 purchasing an additional 158 shares during the period. Advisory Services Network LLC bought a new position in Restaurant Brands International during the third quarter worth $155,000. Coldstream Capital Management Inc. lifted its holdings in Restaurant Brands International by 11.6% in the third quarter. Coldstream Capital Management Inc. now owns 3,393 shares of the restaurant operator’s stock valued at $218,000 after buying an additional 354 shares during the period. AQR Capital Management LLC bought a new stake in Restaurant Brands International during the first quarter valued at $237,000. Finally, WINTON GROUP Ltd acquired a new stake in Restaurant Brands International during the 2nd quarter worth about $265,000. Institutional investors and hedge funds own 82.29% of the company’s stock.

More Restaurant Brands International News

Here are the key news stories impacting Restaurant Brands International this week:

• Positive Sentiment: Q4 results beat expectations: EPS of $0.96 topped consensus ($0.93) and revenue of $2.47B beat estimates, showing 7.4% revenue growth year‑over‑year — evidence of underlying demand and operational leverage. PR Newswire Release
• Positive Sentiment: International strength: consolidated comparable sales rose 3.1% in Q4, led by a 6.1% increase in INTL (Burger King international), which is driving revenue growth outside North America. Reuters
• Positive Sentiment: Capital returns & dividend bump: RBI returned roughly $1.1B to shareholders in 2025 and announced a quarterly dividend increase to $0.65 (4.8% q/q), supporting yield and signaling confidence in cash flow. PR Newswire Release
• Neutral Sentiment: Analyst writeups & metrics: coverage and transcripts note the beat but point to mixed unit-level trends, margins and leverage metrics for deeper context; see the earnings transcript and analyst breakouts for management commentary. Earnings Call Transcript
• Neutral Sentiment: Valuation debate: post‑release pieces question whether QSR is fairly priced after recent share weakness — investors should weigh growth from INTL and cash returns against leverage and margin trends. Yahoo Finance
• Negative Sentiment: Profit slide / margin pressure: several outlets (WSJ, others) highlighted that net profit fell despite higher sales, suggesting cost or mix pressures that could weigh on near‑term EPS growth expectations. WSJ
• Negative Sentiment: Investor reaction muted: commentary says results “met or slightly beat” but failed to excite investors — that muted sentiment is likely driving the share decline despite the positives. 247WallSt

Analysts Set New Price Targets

Several analysts recently weighed in on QSR shares. Argus raised Restaurant Brands International from a “hold” rating to a “buy” rating and set a $85.00 price objective on the stock in a research note on Tuesday, December 2nd. Royal Bank Of Canada reissued an “outperform” rating and issued a $82.00 target price on shares of Restaurant Brands International in a report on Tuesday, December 9th. Morgan Stanley set a $77.00 price target on shares of Restaurant Brands International in a report on Tuesday, October 21st. Weiss Ratings reiterated a “hold (c+)” rating on shares of Restaurant Brands International in a research report on Thursday, January 22nd. Finally, Citigroup cut their target price on shares of Restaurant Brands International from $74.00 to $72.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 3rd. Eleven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Restaurant Brands International presently has an average rating of “Hold” and a consensus price target of $76.85.

About Restaurant Brands International

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.