Arcos Dorados Holdings Inc.
boothcheck covers Arcos Dorados Holdings Inc. (ARCO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Arcos Dorados runs the restaurants rather than licensing them out, with company-operated locations supplying 95% of revenue, and it pays McDonald's a continuing royalty the FY2025 20-F reports as ⟦"The amount paid during 2023 and 2024 was 7.0 % of gross sales"⟧. • Currency is the recurring shock rather than a footnote: the same filing traces a 25.9 million dollar swing in currency exchange results between 2023 and 2024 mainly to a 27.2% depreciation of the Brazilian real. • The next thing to w
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156 institutional managers reported holding ARCO in 13F filings for the quarter ended 2026-03-31. Together they hold about 43% of the company; the top 10 hold 30%. 27 opened new positions that quarter. Held by Pzena Investment Management, Morgan Stanley, Invesco, among others. On the short side, 7.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ARCO's share count is about flat over the past five years. It pays a dividend, and has for 8 years running; the current rate is $0.24 a share annually. Cash returned over the past three years: $141.14M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.