# Arcos Dorados Holdings Inc. (ARCO)

> Source: Nexqual · https://nexqual.com/ARCO · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Arcos Dorados Holdings Inc. (ARCO), nexqual.com/ARCO" · informational, not investment advice.

**Price:** USD 8.02 (-0.87% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 8.09 · day 7.89–8.08 · 52w 6.67–9.75 · market cap $1.69B · NYQ

## Key facts
- 3 of 80 tracked superinvestors hold ARCO (13F, Q2 2026): 1 new, 1 added, 0 reduced, 1 unchanged.
- Analysts: Buy (mean 1.67 on a 1–5 scale) (9 analysts), mean target USD 11.12 (range 8.55–14).
- Total return with dividends: 1Y +15.0% vs S&P 500 +14.9%; 5Y +90.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 0.16, revenue estimate $1.33B.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold ARCO. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.26% | $87.1M | Added +0.6% |
| Sarah Ketterer | Causeway Capital Management | 0.17% | $15.8M | New position |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $911K | Unchanged |

## Analysts
Consensus Buy (mean 1.67 on a 1–5 scale), 9 analysts; mean target USD 11.12 (low 8.55, high 14).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-17 | JP Morgan | Upgrade | Neutral → Overweight | $9 → $10.5 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +15.0% | +90.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +15.1% | +13.8% |
| Volatility (annualized) | 36.1% | 31.9% |
| Max drawdown | -26.0% (Apr 2026→Oct 2026) | -47.1% (Jan 2024→Jul 2025) |

## Peers (Restaurants)
CBRL (Cracker Barrel Old Country Stor) USD 67.31 +2.37% · BH (Biglari Holdings Inc.) USD 395.33 -4.58% · WEN (Wendy's Company (The)) USD 6.57 +4.62% · BJRI (BJ's Restaurants, Inc.) USD 58.79 +3.54% · SG (Sweetgreen, Inc.) USD 10.22 +0.59% · CHA (Chagee Holdings Limited) USD 12.46 -3.78%

## More
Full page: https://nexqual.com/ARCO · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.16 | $0.16 | +2.0% | $1.33B | 1 |
| Next quarter (ends 2026-12-31) | $0.27 | $0.24 | +12.5% | $1.42B | 2 |
| Current fiscal year (ends 2026-12-31) | $0.80 | $0.77 | +3.4% | $5.27B | 6 |
| Next fiscal year (ends 2027-12-31) | $0.88 | $0.85 | +3.2% | $5.64B | 6 |