TimesSquare Capital Management LLC Sells 107,430 Shares of Arcos Dorados Holdings Inc. $ARCO

Posted by Brenda Bartman on May 20th, 2026

TimesSquare Capital Management LLC reduced its position in shares of Arcos Dorados Holdings Inc. (NYSE:ARCO – Free Report) by 16.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 549,322 shares of the restaurant operator’s stock after selling 107,430 shares during the quarter. TimesSquare Capital Management LLC’s holdings in Arcos Dorados were worth $4,032,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ARCO. Quarry LP bought a new stake in Arcos Dorados during the 3rd quarter worth about $45,000. Aquatic Capital Management LLC acquired a new position in shares of Arcos Dorados in the 3rd quarter valued at $53,000. Tudor Investment Corp ET AL acquired a new position in shares of Arcos Dorados in the 3rd quarter valued at $73,000. Tower Bridge Advisors acquired a new position in shares of Arcos Dorados in the 3rd quarter valued at $75,000. Finally, Arkadios Wealth Advisors acquired a new position in shares of Arcos Dorados in the 3rd quarter valued at $76,000. 55.91% of the stock is owned by institutional investors.

Arcos Dorados Stock Performance

ARCO stock opened at $8.07 on Wednesday. The company has a quick ratio of 0.95, a current ratio of 1.03 and a debt-to-equity ratio of 1.46. Arcos Dorados Holdings Inc. has a twelve month low of $6.51 and a twelve month high of $9.75. The business’s fifty day moving average is $8.46 and its 200-day moving average is $7.99. The company has a market cap of $1.70 billion, a P/E ratio of 7.99, a price-to-earnings-growth ratio of 3.01 and a beta of 0.47.

Arcos Dorados (NYSE:ARCO – Get Free Report) last released its quarterly earnings data on Thursday, March 19th. The restaurant operator reported $0.12 EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.08). Arcos Dorados had a net margin of 4.53% and a return on equity of 8.12%. The firm had revenue of $1.27 billion during the quarter, compared to the consensus estimate of $1.26 billion. During the same quarter in the prior year, the company earned $0.28 EPS. Arcos Dorados’s quarterly revenue was up 10.7% on a year-over-year basis. Equities research analysts forecast that Arcos Dorados Holdings Inc. will post 0.68 EPS for the current year.

Arcos Dorados Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 29th. Investors of record on Wednesday, December 23rd will be given a $0.07 dividend. The ex-dividend date is Wednesday, December 23rd. This represents a $0.28 dividend on an annualized basis and a dividend yield of 3.5%. Arcos Dorados’s dividend payout ratio is currently 23.76%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Wall Street Zen downgraded Arcos Dorados from a “buy” rating to a “hold” rating in a research note on Saturday, April 25th. Santander raised Arcos Dorados to an “outperform” rating in a research note on Monday, April 20th. Weiss Ratings reissued a “hold (c)” rating on shares of Arcos Dorados in a research note on Monday, April 27th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Arcos Dorados in a research note on Wednesday, April 8th. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Arcos Dorados currently has an average rating of “Hold” and an average target price of $8.70.

Get Our Latest Analysis on ARCO

About Arcos Dorados

(Free Report)

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.