Restaurant Brands International (QSR) is up 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: A fresh company-specific catalyst is not obvious, but the move appears tied to continued positive sentiment after Restaurant Brands posted solid second-quarter results earlier in August. Investors likely remain focused on strong Burger King U.S. comparable sales, double-digit adjusted earnings growth, and signs that the company’s turnaround and refranchising strategy are gaining traction.

Details:

  • Restaurant Brands said second-quarter comparable sales accelerated to 3.8%, helped by 8.5% comparable sales growth at Burger King U.S.
  • The company reported adjusted diluted EPS of $1.07 for the quarter, up from $0.94 a year earlier, while adjusted operating income rose to $715 million.
  • Management said it remains on track for 8% organic adjusted operating income growth in 2026, reinforcing confidence in the current operating plan.
  • Burger King’s multi-year Reclaim the Flame effort continued, with management saying $194 million of planned Royal Reset investment had been funded by June 30, 2026.

    • Sources:

    Restaurant Brands International, SEC, TipRanks

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $QSR Insider Trading Activity

    QSR Insider Trades

    $QSR insiders have traded $QSR stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.

    Here’s a breakdown of recent trading of $QSR stock by insiders over the last 6 months:

    • JOSHUA KOBZA (Chief Executive Officer) sold 200,000 shares for an estimated $15,009,899
    • SAMI A. SIDDIQUI (Chief Financial Officer) has made 0 purchases and 3 sales selling 92,828 shares for an estimated $6,857,699.
    • JILL GRANAT (See Remarks) has made 0 purchases and 3 sales selling 61,524 shares for an estimated $4,524,091.
    • JACQUELINE FRIESNER (See Remarks) has made 0 purchases and 2 sales selling 34,616 shares for an estimated $2,549,992.
    • AXEL SCHWAN (Pres., Tim Hortons Americas) sold 34,938 shares for an estimated $2,358,728
    • JEFFREY HOUSMAN (See Remarks) has made 0 purchases and 2 sales selling 27,705 shares for an estimated $1,989,787.
    • THIAGO T SANTELMO (President, International) has made 0 purchases and 2 sales selling 15,686 shares for an estimated $1,138,029.
    • THOMAS BENJAMIN CURTIS (Pres., BK US & CA) sold 15,410 shares for an estimated $1,040,343
    • DUNCAN FULTON (Chief Corporate Officer) sold 10,307 shares for an estimated $695,888
    • PETER PERDUE (President, Popeyes-US & Canada) sold 3,882 shares for an estimated $262,082
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    To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

    $QSR Hedge Fund Activity

    We have seen 320 institutional investors add shares of $QSR stock to their portfolio, and 260 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • PERSHING SQUARE INC. added 25,821,284 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,872,301,302
    • BLACKROCK, INC. added 7,239,262 shares (+90.6%) to their portfolio in Q2 2026, for an estimated $524,918,887
    • NOMURA HOLDINGS INC added 3,372,818 shares (+inf%) to their portfolio in Q2 2026, for an estimated $244,563,033
    • MERITAGE GROUP LP removed 3,200,731 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $236,534,020
    • MORGAN STANLEY removed 2,477,176 shares (-33.8%) from their portfolio in Q2 2026, for an estimated $179,620,031
    • BLUE SPARROW, LLC /DE added 2,390,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $173,298,900
    • BANK OF MONTREAL /CAN/ added 2,283,680 shares (+25.3%) to their portfolio in Q2 2026, for an estimated $165,589,636

    To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $QSR Price Targets

    Multiple analysts have issued price targets for $QSR recently. We have seen 17 analysts offer price targets for $QSR in the last 6 months, with a median target of $85.0.

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    Here are some recent targets:

    • Andrew M. Charles from TD Cowen set a target price of $80.0 on 07/09/2026
    • Lauren Silberman from Deutsche Bank set a target price of $85.0 on 07/09/2026
    • Gregory Francfort from Guggenheim set a target price of $85.0 on 05/26/2026
    • David Tarantino from Baird set a target price of $80.0 on 05/07/2026
    • Zachary Fadem from Wells Fargo set a target price of $80.0 on 05/07/2026
    • Jeffrey Bernstein from Barclays set a target price of $92.0 on 05/07/2026
    • John Zamparo from Scotiabank set a target price of $83.0 on 05/07/2026

    This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.


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