Lansforsakringar Fondforvaltning AB publ grew its holdings in Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 21.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 74,013 shares of the restaurant operator’s stock after purchasing an additional 12,946 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Restaurant Brands International were worth $4,749,000 at the end of the most recent quarter.
Several other large investors have also added to or reduced their stakes in QSR. Intact Investment Management Inc. increased its stake in Restaurant Brands International by 10.6% in the 3rd quarter. Intact Investment Management Inc. now owns 759,391 shares of the restaurant operator’s stock valued at $48,722,000 after buying an additional 72,800 shares during the last quarter. Hillsdale Investment Management Inc. grew its holdings in shares of Restaurant Brands International by 23,154.1% in the 3rd quarter. Hillsdale Investment Management Inc. now owns 39,532 shares of the restaurant operator’s stock valued at $2,535,000 after acquiring an additional 39,362 shares in the last quarter. Machina Capital S.A.S. acquired a new stake in shares of Restaurant Brands International in the third quarter valued at about $1,214,000. New York State Common Retirement Fund raised its holdings in Restaurant Brands International by 51.4% during the third quarter. New York State Common Retirement Fund now owns 196,100 shares of the restaurant operator’s stock worth $12,578,000 after acquiring an additional 66,600 shares in the last quarter. Finally, Prudential Financial Inc. bought a new stake in Restaurant Brands International during the second quarter worth about $1,090,000. Institutional investors and hedge funds own 82.29% of the company’s stock.
Insider Activity at Restaurant Brands International
In related news, CEO Joshua Kobza sold 25,472 shares of Restaurant Brands International stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $70.91, for a total transaction of $1,806,219.52. Following the completion of the sale, the chief executive officer directly owned 961,282 shares of the company’s stock, valued at approximately $68,164,506.62. This trade represents a 2.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Axel Schwan sold 34,939 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $67.51, for a total value of $2,358,731.89. Following the completion of the sale, the insider owned 194,984 shares of the company’s stock, valued at $13,163,369.84. This trade represents a 15.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 186,401 shares of company stock valued at $12,857,069 in the last 90 days. Corporate insiders own 1.25% of the company’s stock.
Restaurant Brands International Price Performance
Restaurant Brands International (NYSE:QSR – Get Free Report) (TSE:QSR) last announced its earnings results on Thursday, February 12th. The restaurant operator reported $0.96 EPS for the quarter, topping the consensus estimate 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 business had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter in the previous year, the firm posted $0.81 EPS. Restaurant Brands International’s revenue was up 7.4% compared to the same quarter last year. Equities analysts forecast 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. Stockholders of record on Thursday, March 19th will be given a $0.65 dividend. The ex-dividend date of this dividend is Thursday, March 19th. This is a positive change from Restaurant Brands International’s previous quarterly dividend of $0.62. This represents a $2.60 annualized dividend and a dividend yield of 3.8%. Restaurant Brands International’s dividend payout ratio (DPR) is currently 105.08%.
Restaurant Brands International News Summary
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)
Analyst Upgrades and Downgrades
A number of research firms have weighed in on QSR. Barclays decreased their price target on Restaurant Brands International from $86.00 to $82.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Restaurant Brands International in a research report on Thursday, January 22nd. Royal Bank Of Canada decreased their price objective on shares of Restaurant Brands International from $82.00 to $80.00 and set an “outperform” rating for the company in a research report on Friday, February 13th. TD Cowen lowered their price objective on shares of Restaurant Brands International from $74.00 to $72.00 and set a “hold” rating on the stock in a research note on Thursday, February 12th. Finally, Citigroup cut their target price on shares of Restaurant Brands International from $74.00 to $72.00 and set a “neutral” rating for the company in a research note on Tuesday, February 3rd. Twelve investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Restaurant Brands International currently has a consensus rating of “Moderate Buy” and a consensus target price of $76.65.
Check Out 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.
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