Analyst Sentiment Reinforces Bill Ackman's Views on Restaurant Brands International Inc. (QSR)

Restaurant Brands International Inc. (NYSE:QSR) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 10.05% of the total portfolio.

In the fourth quarter of 2025, billionaire investor Bill Ackman slightly reduced his stake in Restaurant Brands International Inc. (NYSE:QSR), although he still maintains a substantial bet on the company.

Pershing Square Capital Management held 22.87 million shares at the end of the quarter, valued at $1.56 billion. QSR stock has performed relatively better this year, with 7.5% returns so far, compared to 5% in full-year 2025.

Ackman has long maintained that the franchise-heavy business model at Restaurant Brands International Inc. (NYSE:QSR), which includes brands such as Tim Hortons, Burger King, Popeyes, and Firehouse Subs, produces stable royalty income. Furthermore, in his 2025 Letter to Shareholders, he pointed out that the International segment and Tim Hortons together generate about 70% of profits, which are bolstered by a steady rise in same-store sales and strong worldwide results, fueling Ackman’s optimism.

Meanwhile, following Restaurant Brands International Inc.'s (NYSE:QSR) recent investor day, analysts shed light on the stock.

On March 3, 2026, Morgan Stanley described the investment case as a "show-me story," raising its price target on the stock from $77 to $78 while keeping an Equal Weight rating. On the previous day, Piper Sandler upgraded Restaurant Brands International Inc. (NYSE:QSR) to Overweight with a $84 target, noting that if management follows through on its plans, it could lead to an uninterrupted period of outperformance.

Restaurant Brands International Inc. (NYSE:QSR) is a company based in Toronto that functions as a quick-service restaurant that franchises brands such as Tim Hortons, Burger King, Popeyes, and Firehouse Subs. It was founded on August 25, 2014.

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