Restaurant Brands International Inc. $QSR Shares Bought by Asset Management One Co. Ltd.

Key Points

• Institutional ownership increased: Asset Management One raised its QSR stake by 31.4% to 91,821 shares, while hedge funds and other institutions collectively own 82.29% of the company.
• Quarterly results were mixed: Adjusted EPS of $1.10 topped estimates and revenue rose 3.1% year over year, but revenue of $2.52 billion fell short of forecasts. Burger King’s U.S. comparable sales increased 8.4%, supporting the company’s turnaround.
• Management maintained its 2026 outlook and the $0.65 quarterly dividend, while analysts maintain a “Moderate Buy” consensus with an average price target of $83.92.

Asset Management One Co. Ltd. grew its stake in Restaurant Brands International Inc. (NYSE:QSR - Free Report) TSE: QSR by 31.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 91,821 shares of the restaurant operator's stock after buying an additional 21,955 shares during the period. Asset Management One Co. Ltd.'s holdings in Restaurant Brands International were worth $6,527,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. EdgePoint Investment Group Inc. lifted its holdings in shares of Restaurant Brands International by 16.2% in the 1st quarter. EdgePoint Investment Group Inc. now owns 19,348,137 shares of the restaurant operator's stock valued at $1,432,015,000 after buying an additional 2,703,134 shares during the period. Bank of America Corp DE grew its stake in Restaurant Brands International by 143.9% in the first quarter. Bank of America Corp DE now owns 4,932,662 shares of the restaurant operator's stock valued at $364,524,000 after purchasing an additional 2,910,454 shares in the last quarter. TD Waterhouse Canada Inc. lifted its stake in shares of Restaurant Brands International by 4.4% in the third quarter. TD Waterhouse Canada Inc. now owns 2,583,329 shares of the restaurant operator's stock valued at $180,116,000 after buying an additional 109,723 shares during the period. London Co. of Virginia acquired a new position in Restaurant Brands International during the 1st quarter worth about $147,967,000. Finally, Cullen Capital Management LLC bought a new stake in shares of Restaurant Brands International in the 2nd quarter valued at $128,350,000. 82.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Restaurant Brands International

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

• Positive Sentiment: Adjusted earnings beat estimates. QSR reported quarterly EPS of $1.10, ahead of the $1.08 consensus estimate and up from $1.03 a year earlier. Revenue increased approximately 3.1% year over year to about $2.52 billion. Restaurant Brands Beats Q3 Earnings Estimates
• Positive Sentiment: Burger King’s U.S. turnaround is gaining traction. U.S. comparable sales rose 8.4%, helped by promotional deals and stronger customer traffic. Consolidated system-wide sales grew 6.2%, while international comparable sales increased 3.9%. Restaurant Brands Reports Mixed Results
• Positive Sentiment: Management maintained its 2026 outlook. RBI remains on track for 8% organic adjusted operating-income growth and said it has returned $1.3 billion to shareholders through dividends and share repurchases year to date. RBI Reports Third Quarter 2026 Results
• Positive Sentiment: The quarterly dividend was maintained at $0.65 per share, equivalent to $2.60 annually and an indicated yield of about 3.6%. The dividend is payable January 5 to shareholders of record December 22.
• Neutral Sentiment: TD Cowen reaffirmed its Hold rating while setting a $78 price target, implying potential upside from the referenced share price but signaling limited conviction in the near-term risk/reward balance.
• Negative Sentiment: Revenue missed expectations. Quarterly revenue of approximately $2.52 billion came in below analysts’ $2.55 billion forecast. The shortfall appears to have outweighed the EPS beat for investors, explaining the weaker stock reaction despite Burger King’s strong comparable-sales performance. Restaurant Brands Slips After Earnings

Wall Street Analyst Weigh In

Several research firms have recently weighed in on QSR. JPMorgan Chase & Co. decreased their price objective on shares of Restaurant Brands International from $82.00 to $78.00 and set an "overweight" rating for the company in a research report on Tuesday, September 29th. BMO Capital Markets reaffirmed an "outperform" rating and issued a $91.00 target price on shares of Restaurant Brands International in a report on Friday. Mizuho initiated coverage on Restaurant Brands International in a research report on Tuesday, October 20th. They set an "outperform" rating and a $85.00 price target on the stock. Royal Bank Of Canada cut their price objective on Restaurant Brands International from $80.00 to $79.00 and set a "neutral" rating for the company in a research report on Monday, October 19th. Finally, Weiss Ratings cut shares of Restaurant Brands International from a "buy (b)" rating to a "buy (b-)" rating in a report on Friday. Sixteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $83.92.

Restaurant Brands International Stock Up 0.0%

QSR opened at $72.43 on Monday. The business has a 50 day moving average of $74.62 and a 200-day moving average of $73.94. The company has a current ratio of 0.96, a quick ratio of 0.86 and a debt-to-equity ratio of 2.43. Restaurant Brands International Inc. has a 1-year low of $64.52 and a 1-year high of $81.96. The stock has a market capitalization of $25.26 billion, a price-to-earnings ratio of 16.84, a P/E/G ratio of 2.12 and a beta of 0.52.

Restaurant Brands International (NYSE:QSR - Get Free Report) TSE: QSR last posted its earnings results on Thursday, October 29th. The restaurant operator reported $1.10 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.08 by $0.02. The company had revenue of $2.52 billion during the quarter, compared to analysts' expectations of $2.55 billion. Restaurant Brands International had a net margin of 15.35% and a return on equity of 33.50%. Restaurant Brands International's quarterly revenue was up 3.1% compared to the same quarter last year. During the same quarter last year, the company posted $1.03 EPS. As a group, sell-side analysts anticipate that Restaurant Brands International Inc. will post 4.03 earnings per share for the current year.

Restaurant Brands International Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, January 5th. Stockholders of record on Tuesday, December 22nd will be given a dividend of $0.65 per share. The ex-dividend date of this dividend is Tuesday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 3.6%. Restaurant Brands International's dividend payout ratio is presently 60.47%.

Insider Transactions at Restaurant Brands International

In related news, insider Axel Schwan sold 57,574 shares of the business's stock in a transaction on Friday, September 4th. The shares were sold at an average price of $81.14, for a total value of $4,671,554.36. Following the completion of the sale, the insider owned 209,908 shares of the company's stock, valued at approximately $17,031,935.12. The trade was a 21.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.22% of the stock is owned by company insiders.

Restaurant Brands International Profile

Restaurant Brands International Inc NYSE: QSR is a global quick-service restaurant company that owns and operates a portfolio of restaurant brands, primarily through franchised and licensed locations. Its brands include Tim Hortons, Burger King, Popeyes and Firehouse Subs, which serve coffee, baked goods, burgers, chicken, sandwiches and other prepared foods.

The company was formed in 2014 through the merger of Burger King Worldwide and Tim Hortons. RBI expanded its portfolio through the acquisition of Popeyes Louisiana Kitchen in 2017 and Firehouse Restaurant Group in 2021.

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