Stocks Consumer discretionary ARCO
NYSE · Consumer discretionaryArcos 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.
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
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $4.7B | $212.1M | $1.01 | $15M |
| 2024 | $4.5B | $148.8M | $0.71 | -$60.8M |
| 2023 | $4.3B | $181.3M | $0.86 | $21.9M |
| 2022 | $3.6B | $140.3M | $0.67 | $128.3M |
| 2021 | $2.7B | $45.5M | $0.22 | $143M |
| 2020 | $2B | -$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
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 year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.24 | $50.6M | 24% |
| 2024 | $0.24 | $50.6M | 34% |
| 2023 | $0.19 | $40M | 22% |
| 2022 | $0.15 | $31.6M | 23% |
| 2021 | n/a | $21K | 0% |
| 2020 | $0.05 | $10.2M | n/a |
Latest SEC filings
What Arcos Dorados Holdings Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 1, 2026
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 13, 2026
- August 13, 2026
- May 20, 2026
- May 20, 2026
- May 15, 2026Passive stake (5% or more) SCHEDULE 13G
- May 8, 2026
- April 30, 2026Annual 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.
- April 14, 2026
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.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 25, 2026 | Hernandez Artigas CarlosDirector | Sold | 14,500 | $116.8K |
| August 24, 2026 | Hernandez Artigas CarlosDirector | Sold | 15,274 | $124.5K |
| August 24, 2026 | Hernandez Artigas CarlosDirector | Soldindirect | 2,569 | $21K |
| May 28, 2026 | Hernandez Artigas CarlosDirector | Sold | 20,000 | $180.2K |
| May 10, 2026 | Staton Francisco AlbertoDirector | Exercised options | 13,033 | - |
| May 10, 2026 | Staton Francisco AlbertoDirector | Other change | 13,033 | $117.6K |
| May 10, 2026 | Staton WoodsExecutive Chairman, Director | Exercised options | 58,207 | - |
| May 10, 2026 | Staton WoodsExecutive Chairman, Director | Other change | 58,207 | $525K |
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
| Holder | Of class | Filed |
|---|---|---|
| Lazard Asset Management LLC13G, passive | 18.9% | August 14, 2026 |
| Pzena Investment Management LLC13G, passive | 8.7% | October 16, 2025 |
| David Coppel Calvo13G, passive with 2 related filers | 7.26% | February 4, 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.
| Holder | Shares | Change on quarter |
|---|---|---|
| Lazard Asset Management LLC | 24,687,429 | +1,512,588 |
| Pzena Investment Management LLC | 10,804,358 | +63,192 |
| SPX Gestao de Recursos Ltda | 4,501,327 | -1,447,959 |
| Moerus Capital Management LLC | 4,275,279 | +11,690 |
| Morgan Stanley | 4,001,476 | -180,940 |
| Private Management Group Inc | 3,318,093 | -37,793 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,009,585 | +199,387 |
| American Century Companies Inc | 2,679,020 | new |
| Invesco Ltd. | 2,062,561 | +7,183 |
| Causeway Capital Management LLC | 1,961,513 | new |
| Sei Investments Co | 1,845,873 | -1,637,859 |
| Managed Asset Portfolios, LLC | 1,554,885 | +9,810 |
| State of New Jersey Common Pension Fund D | 1,486,822 | 0 |
| Perpetual Ltd | 1,411,814 | -23,000 |
| Millennium Management LLC | 1,405,483 | +1,267,974 |
| Jpmorgan Chase & Co | 1,259,287 | +257,277 |
| Jane Street Group, LLC | 1,212,201 | +739,072 |
| Boston Partners | 1,050,455 | +274,271 |
| Point72 Asset Management, L.P. | 986,585 | +499,577 |
| General American Investors Co Inc | 860,178 | -90,000 |
Insiders
5 insiders reported holding 305,843 shares in total, about $2.1M at the last price.
| Holder | Shares |
|---|---|
| Staton WoodsExecutive Chairman, Director | 106,129 |
| Tannenbaum MarianoChief Financial Officer | 64,537 |
| Raganato Luis AlbertoChief Executive Officer | 60,034 |
| Fernandez Jose RaulDirector | 44,203 |
| Franqui AnnetteDirector | 30,940 |
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.