InsidersTradesSigma
Track the Restaurant Brands International Inc. share price and the full insider trade history of the company, a listed equity based in United States. Shares are listed on the US market, under the oversight of SEC (Form 4). Operating in the Retail & Commerce sector, Restaurant Brands International Inc. has recorded 466 public disclosures. Market capitalisation: €35.9bn. The latest transaction was reported on 9 September 2026 (10 - Acquisition or disposition in the public market). Among the most active insiders: Restaurant Brands International Inc.. The full history is accessible without an account.
466
Insider Decl.
n/a
Thresholds
€1m
3 ops.
Buy Volume
€26m
18 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Restaurant Brands International Inc. Buy (bullish), based on 24 analysts. Average price target: US$85.83.
36Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 15,977 of 29,063 companies
49.2
score / 100
Value43
Quality55
FCF yld4.0%
Earn yld2.2%
EV/EBITDA20.6x
ROE35%
Gross mgn34%
Net mgn8.2%
Debt/EBITDA6.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 9 September 2026
Declarations466 total
57,574 shares@ CA$81.140.0094% mcap35.3% of flowCommon SharesTSXSEDI:4775641
Canonical exit: 3 Dec 2026 (T+90)
30,000 shares@ CA$64.750.0039% mcap14.7% of flowCommon SharesTSXSEDI:4775640
40,000 shares@ CA$58.440.0047% mcap17.7% of flowCommon SharesTSXSEDI:4775639
30,000 shares@ CA$64.750.0039% mcap14.7% of flowOptionsTSXSEDI:4775637
40,000 shares@ CA$58.440.0047% mcap17.7% of flowOptionsTSXSEDI:4775636
12,816 shares@ CA$78.020.0020% mcap0.7% of flowCommon SharesTSXSEDI:4774897
81,240 sharesCommon SharesTSXSEDI:4774895
20,195 shares@ CA$74.280.0030% mcap1.0% of flowCommon SharesTSXSEDI:4774894
20,369 shares@ CA$73.640.0030% mcap1.0% of flowCommon SharesTSXSEDI:4774893
20,451 shares@ CA$73.350.0030% mcap1.0% of flowCommon SharesTSXSEDI:4774892
57,574 shares@ US$81.14280.013% mcap100.0% of flowCommonSEC144:0001950047-26-009113
64,000 shares@ CA$80.720.010% mcap100.0% of flowCommon SharesTSXSEDI:4768767
Canonical exit: 19 Nov 2026 (T+90)
64,000 shares@ US$80.71950.014% mcap66.2% of flowCommon SharesSEC:0001804729-26-000020:0
64,003 shares@ US$80.71950.014% mcap100.0% of flowCommonSEC144:0001950047-26-008567
2,784,549 sharesExchangeable Units of Restaurant Brands International LPTSXSEDI:4763564
2,000,183 sharesExchangeable Units of Restaurant Brands International LPTSXSEDI:4763563
Canonical exit: 8 Nov 2026 (T+90)
100,973 sharesCommon SharesTSXSEDI:4762330
20,225 shares@ CA$74.160.0032% mcap1.0% of flowCommon SharesTSXSEDI:4762325
20,116 shares@ CA$74.570.0032% mcap1.0% of flowCommon SharesTSXSEDI:4762323
19,971 shares@ CA$75.110.0032% mcap1.0% of flowCommon SharesTSXSEDI:4762320
20,005 shares@ CA$74.980.0032% mcap1.0% of flowCommon SharesTSXSEDI:4762317
20,280 shares@ CA$73.960.0032% mcap1.0% of flowCommon SharesTSXSEDI:4762314
101,123 sharesCommon SharesTSXSEDI:4762310
20,601 shares@ CA$72.810.0032% mcap1.0% of flowCommon SharesTSXSEDI:4762307
20,750 shares@ CA$72.290.0032% mcap1.0% of flowCommon SharesTSXSEDI:4762303
25 of 466 declarations
关于 Restaurant Brands International Inc.
Restaurant Brands International Inc. (NYSE: QSR) 是一家跨国快速服务餐厅集团，总部位于美国佛罗里达州迈阿密。对于欧洲投资者而言，RBI 最好被理解为一个围绕全球知名品牌建立的特许经营餐厅平台，而不是一家主要经营公司自有餐厅的公司。该集团成立于 2014 年，由 Burger King 和 Tim Hortons 合并而成，随后通过 Popeyes Louisiana Kitchen 和 Firehouse Subs 扩大了其品牌组合。这种组合创建了一个多品牌、多市场的结构，旨在通过特许经营、国际扩张和严谨的运营执行来创造价值。 RBI 的商业模式严重依赖特许经营。其盈利状况主要由特许经营权使用费、与餐厅开发相关的费用以及在某些情况下向特许经营商销售供应链和产品所驱动。该公司的四个核心品牌是 Tim Hortons、Burger King、Popeyes 和 Firehouse Subs。Tim Hortons 仍然是标志性的加拿大咖啡和早餐品牌，Burger King 是该品牌组合中全球认知度最高的品牌，Popeyes 在鸡肉领域提供差异化定位，而 Firehouse Subs 则增强了 RBI 在三明治品类的影响力。这种组合使 RBI 拥有多元化的消费者接触面，并在全天时段、业态和地域方面拥有多个增长杠杆。 在竞争格局中，RBI 面临着主要的全球竞争对手，如 McDonald’s、Yum! Brands、Domino’s 和 Starbucks，具体取决于市场和品类。其竞争优势来自于品牌资产、规模以及吸引特许经营合作伙伴的能力，而不是经营大量自有门店。根据公司披露，RBI 在全球 120 多个国家和地区拥有超过 33,000 家餐厅，年系统销售额近 47 billion 美元。这一规模使其跻身全球最大的快速服务餐厅集团之列。RBI 也一直在寻求选择性的国际增长，包括在中国为 Burger King 建立合作结构。 近期亮点包括公司在迈阿密举行的 2026 年投资者日，管理层重申了其截至 2028 年的长期增长算法和资本回报计划，并发布了年度《Restaurant Brands for Good 可持续发展报告》。2026 年第一季度业绩及相关投资者活动突显了 RBI 当前对执行、餐厅增长和股东回报的关注。对于投资者而言，RBI 仍然是一个偏防御性的消费股，但仍受特许经营商健康状况、利率、外汇以及公司持续扩张和振兴其核心品牌能力的风险影响。
