ARCO
Arcos Dorados Holdings Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 30 Arcos Dorados reported record full-year 2025 results with total reve…
- R May 20 Arcos Dorados reported record Q1 2026 results with total revenue of…
- R May 20 Arcos Dorados reported strong Q1 2026 results with total revenues of…
- S May 28 1 insider sell $180.2K at $9.01
- A Jul 17 JP Morgan upgrades
- R Aug 13 Arcos Dorados reported strong H1 2026 results with total revenues of…
- R Aug 13 Arcos Dorados reported record Q2 2026 results with total revenues of…
- S Aug 24 to Aug 25 2 days of insider sells: $262.3K by 1 insider, avg $8.11
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $442.5K.
- InstitutionsBULLISH
Q2 2026: 18 added (2 new), 7 trimmed or exited. Largest new: American Century Companies $21.6M, Causeway Capital Management $15.8M.
- Short sellersBUILDING
Short interest +22.5% to 3.03M shares. 1.0 days to cover, ≈1.4% of shares.
- TrendRANGE
10% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | NEW | $21.6M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEW | $15.8M |
| SEI INVESTMENTS CO | TRIM | $14.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $11.3M |
| JPMORGAN CHASE & CO | ADD | $10.2M |
| JANE STREET GROUP, LLC | DOUBLED | $9.8M |
| Boston Partners | ADD | $8.5M |
| Point72 Asset Management, L.P. | DOUBLED | $8.0M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Jul 2026| Date | Firm | Rating |
|---|---|---|
| Jul 17, 2026 | JP Morgan UPGRADE | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 25, 2026 | Hernandez Artigas Carlos Director | SELL | $116.8K |
| Aug 24, 2026 | Hernandez Artigas Carlos Director | SELL | $124.5K |
| Aug 24, 2026 | Hernandez Artigas Carlos Director | SELL | $21.0K |
| May 28, 2026 | Hernandez Artigas Carlos Director | SELL | $180.2K |
| May 10, 2026 | Tannenbaum Mariano Chief Financial Officer | EXERCISE | 22,526 sh |
| May 10, 2026 | Tannenbaum Mariano Chief Financial Officer | TO ISSUER | $203.2K |
| May 10, 2026 | Tannenbaum Mariano Chief Financial Officer | AWARD | 30,266 sh |
| May 10, 2026 | Raganato Luis Alberto Chief Executive Officer | EXERCISE | 24,239 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.27 | $0.24–$0.30 | +12.5% | $1.4B |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 5 bullish · 0 bearish · 1 mixed · 1 neutral- NEUTRAL 6-KOct 1, 2026
Arcos Dorados announced its 2026 Investor Day, outlining a long-term growth ambition of mid- to…
Monitor the Investor Day webcast and presentation slides for additional details on growth strategy and financial targets. The long-term ambitions are aspirational and not guaranteed; watch for…
- BULLISH 6-KAug 13, 2026
Arcos Dorados reported record Q2 2026 results with total revenues of $1.3 billion (up 14.3% YoY)…
The record Q2 results and continued deleveraging (net debt/EBITDA at 1.1x, 2029 notes fully redeemed) confirm a strong operational and financial trajectory. Monitor the NOLAD division's negative…
- BULLISH 6-KAug 13, 2026
Arcos Dorados reported strong H1 2026 results with total revenues of $2.52 billion (up 13.6% YoY)…
The strong operational momentum and aggressive deleveraging make ARCO an attractive long position. The July 2026 redemption of the 2029 Notes removes near-term refinancing risk and improves credit…
- BULLISH 6-KMay 20, 2026
Arcos Dorados reported record Q1 2026 results with total revenue of $1.216 billion (up 12.9% YoY)…
This is a clean beat across revenue, EBITDA, and EPS with margin expansion and strong cash generation. The stock may re-rate on the sustained operational trajectory. Monitor the upcoming October 1…
All ARCO filing & press-release reports (7)
- 6-K reportOct 1, 2026
- 6-K reportAug 13, 2026
- 6-K reportAug 13, 2026
- 6-K reportMay 20, 2026
- 6-K reportMay 20, 2026
- 20-F reportApr 30, 2026
- 6-K reportMar 26, 2026