Restaurant Brands International (NYSE:QSR) Insider Axel Schwan Sells 34,939 Shares of Stock

Restaurant Brands International Inc. (NYSE:QSR) (TSE:QSR) insider Axel Schwan sold 34,939 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $67.51, for a total transaction of $2,358,731.89. Following the transaction, the insider directly owned 194,984 shares of the company’s stock, valued at $13,163,369.84. This trade represents a 15.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Axel Schwan also recently made the following trade(s):

• On Wednesday, January 7th, Axel Schwan sold 2,187 shares of Restaurant Brands International stock. The shares were sold at an average price of $67.44, for a total transaction of $147,491.28.
• On Monday, December 15th, Axel Schwan sold 5,860 shares of Restaurant Brands International stock. The shares were sold at an average price of $70.87, for a total transaction of $415,298.20.
• On Monday, December 15th, Axel Schwan sold 5,860 shares of Restaurant Brands International stock. The stock was sold at an average price of $70.87, for a total transaction of $415,298.20.

Restaurant Brands International Stock Up 1.9%

Shares of Restaurant Brands International stock opened at $68.81 on Wednesday. The firm has a market cap of $23.84 billion, a P/E ratio of 29.16, a P/E/G ratio of 2.06 and a beta of 0.58. The business has a 50-day moving average price of $68.61 and a 200 day moving average price of $67.46. Restaurant Brands International Inc. has a fifty-two week low of $58.71 and a fifty-two week high of $73.70. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.62.

Restaurant Brands International (NYSE:QSR) (TSE:QSR) last issued its quarterly earnings data on Thursday, February 12th. The restaurant operator reported $0.96 earnings per share for the quarter, beating 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 firm had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.41 billion. During the same period last year, the firm posted $0.81 EPS. Restaurant Brands International’s quarterly revenue was up 7.4% compared to the same quarter last year. On average, sell-side analysts forecast 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 disclosed 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. The ex-dividend date of this dividend is Thursday, March 19th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 3.8%. This is a boost from Restaurant Brands International’s previous quarterly dividend of $0.62. Restaurant Brands International’s dividend payout ratio (DPR) is presently 105.08%.

Institutional Investors Weigh In On Restaurant Brands International

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in QSR. Capital World Investors increased its stake in shares of Restaurant Brands International by 7.7% in the fourth quarter. Capital World Investors now owns 43,525,570 shares of the restaurant operator’s stock worth $2,969,819,000 after acquiring an additional 3,095,167 shares during the last quarter. EdgePoint Investment Group Inc. increased its position in Restaurant Brands International by 11.7% in the 4th quarter. EdgePoint Investment Group Inc. now owns 16,645,003 shares of the restaurant operator’s stock worth $1,135,844,000 after purchasing an additional 1,741,795 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Restaurant Brands International by 2.2% during the 4th quarter. Vanguard Group Inc. now owns 15,983,585 shares of the restaurant operator’s stock worth $1,090,684,000 after purchasing an additional 344,066 shares in the last quarter. Morgan Stanley lifted its holdings in shares of Restaurant Brands International by 24.2% during the 4th quarter. Morgan Stanley now owns 8,429,121 shares of the restaurant operator’s stock valued at $575,119,000 after buying an additional 1,641,870 shares during the last quarter. Finally, Baupost Group LLC MA grew its stake in shares of Restaurant Brands International by 103.8% in the 3rd quarter. Baupost Group LLC MA now owns 8,252,862 shares of the restaurant operator’s stock valued at $529,337,000 after buying an additional 4,203,300 shares in the last quarter. Hedge funds and other institutional investors own 82.29% of the company’s stock.

Analyst Ratings Changes

QSR has been the topic of several research reports. Citigroup dropped their price target on Restaurant Brands International from $74.00 to $72.00 and set a “neutral” rating on the stock in a report on Tuesday, February 3rd. TD Cowen reduced their target price on Restaurant Brands International from $74.00 to $72.00 and set a “hold” rating for the company in a report on Thursday, February 12th. Royal Bank Of Canada dropped their price target on Restaurant Brands International from $82.00 to $80.00 and set an “outperform” rating on the stock in a research note on Friday, February 13th. Barclays cut their price objective on Restaurant Brands International from $86.00 to $82.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Finally, Oppenheimer reissued an “outperform” rating and issued a $80.00 target price on shares of Restaurant Brands International in a research report on Tuesday, November 25th. Twelve research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $76.65.

Restaurant Brands International News Roundup

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)

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.