Arcos Dorados Holdings Inc. $ARCO Shares Sold by Pzena Investment Management LLC

Pzena Investment Management LLC reduced its holdings in shares of Arcos Dorados Holdings Inc. (NYSE:ARCO) by 7.6% in the 4th quarter, HoldingsChannel reports. The fund owned 10,562,564 shares of the restaurant operator’s stock after selling 864,730 shares during the quarter. Pzena Investment Management LLC’s holdings in Arcos Dorados were worth $77,529,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in ARCO. Global Retirement Partners LLC boosted its position in shares of Arcos Dorados by 9,074.6% in the 4th quarter. Global Retirement Partners LLC now owns 5,780 shares of the restaurant operator’s stock valued at $42,000 after purchasing an additional 5,717 shares during the period. Quarry LP acquired a new stake in shares of Arcos Dorados in the 3rd quarter valued at about $45,000. Aquatic Capital Management LLC acquired a new stake in shares of Arcos Dorados in the 3rd quarter valued at about $53,000. Tudor Investment Corp ET AL acquired a new stake in shares of Arcos Dorados in the 3rd quarter valued at about $73,000. Finally, Tower Bridge Advisors acquired a new stake in shares of Arcos Dorados in the 3rd quarter valued at about $75,000. 55.91% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Arcos Dorados

Here are the key news stories impacting Arcos Dorados this week:

• Positive Sentiment: Arcos Dorados beat quarterly profit expectations by a wide margin, which is the main catalyst behind the stock’s strength. Arcos Dorados Holdings Inc. (NYSE:ARCO) Q1 2026 Earnings Call Transcript
• Positive Sentiment: Quarterly revenue edged above estimates and rose sharply from a year ago, suggesting healthy traffic and resilient consumer demand in its Latin American markets. Arcos Dorados Reports First Quarter 2026 Financial Results
• Positive Sentiment: Media coverage highlighted that the company is benefiting from its focus on convenience and value, reinforcing the view that the brand is gaining share with price-sensitive customers. McDonald’s Franchisee Arcos Dorados Is Cashing In On Convenience, Value
• Neutral Sentiment: Several transcript and summary articles about the earnings call may help investors gauge management commentary, but they do not add much new beyond the initial earnings beat. Arcos Dorados Holdings Inc. (ARCO) Q1 2026 Earnings Call Transcript

Arcos Dorados Stock Up 0.7%

ARCO opened at $9.15 on Friday. The business has a 50 day moving average price of $8.50 and a two-hundred day moving average price of $8.02. The company has a quick ratio of 0.95, a current ratio of 1.03 and a debt-to-equity ratio of 1.46. The company has a market cap of $1.93 billion, a PE ratio of 8.24, a P/E/G ratio of 3.14 and a beta of 0.47. Arcos Dorados Holdings Inc. has a 52 week low of $6.51 and a 52 week high of $9.75.

Arcos Dorados (NYSE:ARCO) last posted its quarterly earnings data on Wednesday, May 20th. The restaurant operator reported $0.17 EPS for the quarter, beating the consensus estimate of $0.11 by $0.06. The firm had revenue of $1.22 billion during the quarter, compared to the consensus estimate of $1.21 billion. Arcos Dorados had a return on equity of 10.76% and a net margin of 4.86%.The firm’s revenue was up 12.9% compared to the same quarter last year. During the same period in the prior year, the business earned $0.07 EPS. As a group, research analysts anticipate that Arcos Dorados Holdings Inc. will post 0.71 EPS for the current year.

Arcos Dorados Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 29th. Shareholders of record on Wednesday, December 23rd will be paid a dividend of $0.07 per share. The ex-dividend date of this dividend is Wednesday, December 23rd. This represents a $0.28 annualized dividend and a yield of 3.1%. Arcos Dorados’s dividend payout ratio is currently 21.62%.

Analyst Ratings Changes

ARCO has been the subject of a number of research analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Arcos Dorados in a research report on Monday, April 27th. Santander raised Arcos Dorados to an “outperform” rating in a research report on Monday, April 20th. The Goldman Sachs Group reissued a “buy” rating on shares of Arcos Dorados in a research report on Wednesday, April 8th. Finally, Wall Street Zen cut Arcos Dorados from a “buy” rating to a “hold” rating in a research report on Saturday, April 25th. Two investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, Arcos Dorados currently has an average rating of “Hold” and a consensus target price of $8.70.

About Arcos Dorados

Arcos Dorados Holdings Inc is the largest independent McDonald’s franchisee in the world, operating under an exclusive license agreement with McDonald’s Corporation. The company develops, owns and operates quick-service restaurants, offering the full McDonald’s menu, including hamburgers, chicken sandwiches, salads, sides, desserts and McCafé beverages. In addition to restaurant operations, Arcos Dorados manages supply chain logistics, property development, training and support services for its franchise network.

Headquartered in Montevideo, Uruguay, Arcos Dorados serves 20 markets across Latin America and the Caribbean, including Argentina, Brazil, Chile, Colombia, Mexico, Puerto Rico and Uruguay.