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NYSE · Consumer discretionary

Arcos Dorados Holdings Inc. (ARCO)

Arcos Dorados Holdings Inc. reported revenue of $4.7B in fiscal 2025, up 4.7% from a year earlier. Net income was $212.1M, a net margin of 4.5%. Operating cash flow minus capital spending left $15M of free cash flow in fiscal 2025. At December 31, 2025 it held $373.4M in cash against $1.1B of debt. Its latest periodic report to the SEC is the annual report (foreign issuer) (20-F) filed on April 30, 2026.

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Price
$6.93
-1.91% on the day · November 10, 2026
52-week range $6.67 to $9.75
Market cap
$1.5B
Revenue (FY2025)
$4.7B
+4.7% year on year
Net margin
4.5%

Key facts about Arcos Dorados Holdings Inc.

Net worth
Arcos Dorados Holdings Inc. has a market value (market cap) of $1.5B at the latest share price, and shareholders' equity of $770.5M on its balance sheet at December 31, 2025. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $4.7B (+4.7% year on year), with net income of $212.1M.
Cash flow
In fiscal 2025 operations brought in $296.3M of cash; after $281.4M of capital spending, free cash flow was $15M.
Latest report
The latest periodic report (annual report (foreign issuer), 20-F) was filed with the SEC on April 30, 2026 and covers the period to December 31, 2025. Open on SEC EDGAR
Dividend
Arcos Dorados Holdings Inc. declared dividends of $0.24 per share in fiscal 2025.

What Arcos Dorados Holdings Inc. does

Arcos Dorados Holdings Inc. is registered with the SEC under industry code SIC 5812 (Retail-Eating Places). Its shares trade on NYSE under the ticker ARCO.

Revenue and profit by year

Revenue
FY18: $3.1B $3.1B FY18FY19: $3B $3B FY19FY20: $2B $2B FY20FY21: $2.7B $2.7B FY21FY22: $3.6B $3.6B FY22FY23: $4.3B $4.3B FY23FY24: $4.5B $4.5B FY24FY25: $4.7B $4.7B FY25
Net income
FY18: $36.8M $36.8M FY18FY19: $79.9M $79.9M FY19FY20: -$149.5M -$149.5M FY20FY21: $45.5M $45.5M FY21FY22: $140.3M $140.3M FY22FY23: $181.3M $181.3M FY23FY24: $148.8M $148.8M FY24FY25: $212.1M $212.1M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$4.7B$364.4M$212.1M$1.01$15M
2024$4.5B$324.5M$148.8M$0.71-$60.8M
2023$4.3B$314M$181.3M$0.86$21.9M
2022$3.6B$264.4M$140.3M$0.67$128.3M
2021$2.7B$139.5M$45.5M$0.22$143M
2020$2B-$66.8M-$149.5M-$0.72-$70.3M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Where ARCO ranks in Consumer discretionary

Revenue$4.7B
#226 of 1077 in Consumer discretionary · Top 21%
Revenue growth+4.7%
#432 of 952 in Consumer discretionary · Top 45%
Net margin4.5%
#395 of 968 in Consumer discretionary · Top 41%
Free cash flow margin0.3%
#603 of 853 in Consumer discretionary · Bottom 29%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Consumer discretionary

Dividends

Arcos Dorados Holdings Inc. declared $0.24 per share in fiscal 2025. It paid out $50.6M in cash dividends, 24% of its net income.

Fiscal yearPer sharePaid outOf profit
2025$0.24$50.6M24%
2024$0.24$50.6M34%
2023$0.19$40M22%
2022$0.15$31.6M23%
2021n/a$21K0%
2020$0.05$10.2Mn/a

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Arcos Dorados Holdings Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. October 1, 2026
  2. August 14, 2026
  3. August 13, 2026
  4. August 13, 2026
  5. May 20, 2026
  6. May 20, 2026
  7. May 15, 2026
  8. May 8, 2026
  9. April 30, 2026
    Annual report (foreign issuer) 20-F · period to December 31, 2025Revenue rose 4.7% to $4.7B versus the prior year; diluted EPS $1.01 versus $0.71.
  10. April 14, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on August 25, 2026. Insider transactions on SEC

Insider trades

What the people running Arcos Dorados Holdings Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $262.3K worth of shares in the last 90 days and bought none on the open market.

Bought (open market)
$0
last 90 days
Sold
$262.3K
last 90 days
Net sold
32,343
$262.3K
DateInsiderWhatSharesPriceValueFiling
August 25, 2026 Hernandez Artigas CarlosDirector Sold 14,500 $8.06 $116.8K Form 4
August 24, 2026 Hernandez Artigas CarlosDirector Sold 15,274 $8.15 $124.5K Form 4
August 24, 2026 Hernandez Artigas CarlosDirector Soldindirect 2,569 $8.16 $21K Form 4
May 28, 2026 Hernandez Artigas CarlosDirector Sold 20,000 $9.01 $180.2K Form 4
May 10, 2026 Staton Francisco AlbertoDirector Exercised options 13,033 - - Form 4
May 10, 2026 Staton Francisco AlbertoDirector Other change 13,033 $9.02 $117.6K Form 4
May 10, 2026 Staton WoodsExecutive Chairman, Director Exercised options 58,207 - - Form 4
May 10, 2026 Staton WoodsExecutive Chairman, Director Other change 58,207 $9.02 $525K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns ARCO

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Lazard Asset Management LLC13G, passive 18.9% 24,687,429 August 14, 2026
Pzena Investment Management LLC13G, passive 8.7% 11,427,294 October 16, 2025
David Coppel Calvo13G, passive with 2 related filers 7.26% 9,483,394 February 4, 2025

Latest filings below 5%: College Retirement Equities Fund- Stock Account 0.23% (September 4, 2025); Teachers Advisors, LLC 0.04% (September 4, 2025); TIAA-CREF Investment Management, LLC 0.23% (September 4, 2025); Nuveen Asset Management, LLC 0% (September 4, 2025); Jpmorgan Chase & Co. 1.7% (June 5, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 176 managers reported a position.

HolderSharesValueChange on quarter
Lazard Asset Management LLC24,687,429$199M+1,512,588
Pzena Investment Management LLC10,804,358$87.1M+63,192
SPX Gestao de Recursos Ltda4,501,327$36.3M-1,447,959
Moerus Capital Management LLC4,275,279$34.5M+11,690
Morgan Stanley4,001,476$32.3M-180,940
Private Management Group Inc3,318,093$26.7M-37,793
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,009,585$24.3M+199,387
American Century Companies Inc2,679,020$21.6Mnew
Invesco Ltd.2,062,561$16.6M+7,183
Causeway Capital Management LLC1,961,513$15.8Mnew
Sei Investments Co1,845,873$14.9M-1,637,859
Managed Asset Portfolios, LLC1,554,885$12.5M+9,810
State of New Jersey Common Pension Fund D1,486,822$12M0
Perpetual Ltd1,411,814$11.4M-23,000
Millennium Management LLC1,405,483$11.3M+1,267,974
Jpmorgan Chase & Co1,259,287$10.2M+257,277
Jane Street Group, LLC1,212,201$9.8M+739,072
Boston Partners1,050,455$8.5M+274,271
Point72 Asset Management, L.P.986,585$8M+499,577
General American Investors Co Inc860,178$6.9M-90,000

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

5 insiders reported holding 305,843 shares in total, about $2.1M at the last price.

HolderSharesAs of
Staton WoodsExecutive Chairman, Director 106,129 May 10, 2026
Tannenbaum MarianoChief Financial Officer 64,537 May 10, 2026
Raganato Luis AlbertoChief Executive Officer 60,034 May 10, 2026
Fernandez Jose RaulDirector 44,203 April 30, 2026
Franqui AnnetteDirector 30,940 April 30, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about ARCO

What does Arcos Dorados Holdings Inc. do?

Arcos Dorados Holdings Inc. is a company in the Consumer discretionary sector, listed on NYSE as ARCO. Its shares trade on NYSE under the ticker ARCO.

What is Arcos Dorados Holdings Inc.'s net worth?

Arcos Dorados Holdings Inc. has a market value (market cap) of $1.5B at the latest share price, and shareholders' equity of $770.5M on its balance sheet at December 31, 2025. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Arcos Dorados Holdings Inc. profitable?

Yes. In fiscal 2025 it reported net income of $212.1M on revenue of $4.7B, a net margin of 4.5%.

How much revenue does Arcos Dorados Holdings Inc. make?

In fiscal 2025 Arcos Dorados Holdings Inc. reported revenue of $4.7B. That is 4.7% more than a year earlier.

When did Arcos Dorados Holdings Inc. last report?

Its most recent periodic report is the annual report (foreign issuer) (20-F) filed on April 30, 2026. It covers the period to December 31, 2025. Its newest filing of any kind is the foreign issuer update from October 1, 2026.

Does Arcos Dorados Holdings Inc. pay a dividend?

Yes. Arcos Dorados Holdings Inc. declared dividends of $0.24 per share in fiscal 2025.

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Where the numbers come from

Financial figures are the values Arcos Dorados Holdings Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.