Scotia Forecasts Strong Price Appreciation for Restaurant Brands International (NYSE:QSR) Stock

Key Points

• Scotia raised its price objective on Restaurant Brands International from $81 to $83 and maintained a "sector perform" rating, implying roughly a 5.1% upside; analysts' consensus is a Moderate Buy with an average target of $83.08 (16 Buys, 9 Holds, 1 Sell).
• Q1 beat: RBI reported $0.86 EPS vs. $0.83 expected and $2.26B in revenue vs. $2.24B, driven by Burger King comps, and announced a $0.65 quarterly dividend plus a resumed $500M share repurchase plan.
• Notable insider selling occurred—CEO Joshua Kobza sold 200,000 shares and insiders disposed of 441,490 shares (~$32.4M) in the last 90 days—while institutional investors own about 82.3% of the stock, a mix that could influence sentiment despite operational momentum.

Restaurant Brands International (NYSE:QSR - Get Free Report) TSE: QSR had its price objective upped by Scotia from $81.00 to $83.00 in a report released on Thursday,BayStreet.CA reports. The firm presently has a "sector perform" rating on the restaurant operator's stock. Scotia's price objective indicates a potential upside of 5.12% from the company's current price.

QSR has been the topic of several other research reports. Sanford C. Bernstein set a $82.00 price target on shares of Restaurant Brands International in a research note on Friday, February 13th. Royal Bank Of Canada boosted their target price on shares of Restaurant Brands International from $83.00 to $90.00 and gave the stock an "outperform" rating in a report on Tuesday, April 21st. Oppenheimer raised their target price on shares of Restaurant Brands International from $80.00 to $85.00 and gave the stock an "outperform" rating in a report on Wednesday, March 18th. Citigroup cut their price objective on Restaurant Brands International from $88.00 to $84.00 and set a "neutral" rating for the company in a research report on Thursday. Finally, BMO Capital Markets decreased their target price on Restaurant Brands International from $83.00 to $81.00 and set an "outperform" rating on the stock in a report on Friday, February 13th. Sixteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Restaurant Brands International has a consensus rating of "Moderate Buy" and an average target price of $83.08.

Restaurant Brands International Stock Performance

NYSE:QSR traded up $1.76 during midday trading on Thursday, reaching $78.96. 3,299,646 shares of the company traded hands, compared to its average volume of 3,375,976. The firm has a market capitalization of $27.42 billion, a price-to-earnings ratio of 33.45, a price-to-earnings-growth ratio of 2.29 and a beta of 0.53. The company has a fifty day moving average price of $75.35 and a 200 day moving average price of $71.17. The company has a debt-to-equity ratio of 2.62, a current ratio of 0.98 and a quick ratio of 0.91. Restaurant Brands International has a twelve month low of $61.33 and a twelve month high of $81.96.

Restaurant Brands International (NYSE:QSR - Get Free Report) TSE: QSR last announced its quarterly earnings results on Wednesday, May 6th. The restaurant operator reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.83 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 $2.26 billion during the quarter, compared to the consensus estimate of $2.24 billion. During the same quarter in the previous year, the company posted $0.75 earnings per share. The company's revenue for the quarter was up 7.3% compared to the same quarter last year. On average, analysts expect that Restaurant Brands International will post 4.05 EPS for the current fiscal year.

Insider Buying and Selling at Restaurant Brands International

In related news, CEO Joshua Kobza sold 200,000 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $75.05, for a total transaction of $15,010,000.00. Following the completion of the sale, the chief executive officer directly owned 960,769 shares in the company, valued at approximately $72,105,713.45. This trade represents a 17.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Thiago T. Santelmo sold 10,000 shares of the firm's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $75.41, for a total value of $754,100.00. Following the sale, the insider directly owned 78,560 shares of the company's stock, valued at $5,924,209.60. This trade represents a 11.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 441,490 shares of company stock valued at $32,375,140 in the last 90 days. Corporate insiders own 1.25% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. AQR Capital Management LLC bought a new stake in shares of Restaurant Brands International during the 1st quarter worth about $237,000. WINTON GROUP Ltd bought a new stake in Restaurant Brands International during the second quarter valued at about $265,000. State Street Corp increased its stake in shares of Restaurant Brands International by 9,477.4% in the second quarter. State Street Corp now owns 2,997,344 shares of the restaurant operator's stock worth $198,711,000 after purchasing an additional 2,966,048 shares during the period. Sei Investments Co. grew its holdings in Restaurant Brands International by 188.7% in the 2nd quarter. Sei Investments Co. now owns 52,335 shares of the restaurant operator's stock valued at $3,469,000 after buying an additional 34,210 shares during the last quarter. Finally, Treasurer of the State of North Carolina acquired a new position in shares of Restaurant Brands International during the second quarter worth approximately $10,019,000. Institutional investors own 82.29% of the company's stock.

Restaurant Brands International News Roundup

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

• Positive Sentiment: Q1 earnings and sales beat, driven by Burger King: RBI reported $0.86 EPS (above estimates) and revenue of $2.26B; consolidated comparable sales and systemwide sales growth were positive with U.S. Burger King comps notably strong — a key driver behind investor optimism. Restaurant Brands International Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Dividend and capital return: RBI declared a $0.65 quarterly dividend (ex‑div June 23) and said it resumed share repurchases with a $500M repurchase expectation for 2026 — supports yield income and buyback-led EPS support for investors.
• Positive Sentiment: Analyst target increases: Multiple shops (Wells Fargo, Robert W. Baird, TD Cowen) nudged price targets higher (to the ~$79–$80 area) and kept neutral/equal‑weight stances — these raises add modest upside signals for the stock. Benzinga
• Positive Sentiment: Positive press on Burger King turnaround: Coverage highlighting Burger King's market share gains and traffic improvements versus McDonald’s is reinforcing investor confidence in RBI’s largest brand growth trajectory. Burger King's Bold Move Against McDonald's Dominance
• Negative Sentiment: Popeyes softness and cost/margin concerns: Investors flagged a sharp decline in Popeyes comps and management commentary about marketing timing and cost items (and profitability in the company‑owned “Restaurant Holdings” segment), which prompted near‑term selling pressure and raised questions about margin trajectory. Restaurant Brands International (QSR) slides as investors weigh Popeyes weakness and cost outlook after Q1 report
• Negative Sentiment: Heavy insider selling noted: Recent data shows substantial insider share sales across multiple executives over the past six months, which some investors view as a governance/conviction concern and can weigh on sentiment. Restaurant Brands International (QSR) slides as investors weigh Popeyes weakness and cost outlook after Q1 report

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.

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