Arcos Dorados Holdings Inc.
Arcos Dorados Holdings Inc. (ARCO) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Arcos Dorados is McDonald's exclusive franchisee across 21 Latin American and Caribbean countries with more than 2,500 restaurants, and it posted record Q1 2026 revenue of $1.216 billion, up 12.9%, with system-wide comparable sales up 16% [Source: Q1 2026 earnings release]. • The biggest risk is translation and check-led growth: earnings are reported in US dollars but generated in volatile currencies, and the mid-teens comparable-sales gain came mainly from average check, a tailwind that fades
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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.
Last analyzed: June 14, 2026
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