Texas Roadhouse, Inc. (NASDAQ:TXRH) Plans Dividend Increase - $0.75 Per Share
Texas Roadhouse (NASDAQ:TXRH) has announced a quarterly dividend increase to $0.75 per share, representing a 10.3% rise, payable on March 31st. This dividend is well-covered by earnings with a payout ratio of 35.8% and expectations for EPS to further improve coverage next year. Despite missing Q4 EPS and revenue estimates, analysts maintain a "Moderate Buy" rating with an average price target of $197.32.
Texas Roadhouse, Inc. (NASDAQ:TXRH) Q4 2025 Earnings Call Transcript
This is an earnings call transcript for Texas Roadhouse, Inc. (NASDAQ:TXRH) for Q4 2025. The company reported continued revenue growth, with sales reaching nearly $5.9 billion in 2025, marking its 60th consecutive quarter of comparable restaurant sales growth. Key highlights include the opening of their 800th system-wide restaurant, acquisition of 20 franchise locations, and a planned 1.9% menu price increase in Q2 2026 to offset commodity inflation, which is expected to be around 7% for the year.
King Luther Capital Management Corp Acquires 115,809 Shares of Truist Financial Corporation $TFC
King Luther Capital Management Corp significantly increased its stake in Truist Financial Corporation (NYSE:TFC) by 94.2% in the third quarter, acquiring an additional 115,809 shares. This makes their total holdings 238,788 shares valued at $10.92 million. Concurrently, other hedge funds also adjusted their positions, and Truist Financial has seen insider selling from its CFO and a director, while analysts have issued a mix of "Buy" and "Hold" ratings with an average target price of $56.47.
Q1 EPS Estimates for Yum! Brands Raised by Zacks Research
Zacks Research has increased its Q1 2026 earnings per share estimates for Yum! Brands (NYSE:YUM) to $1.37, up from $1.34. The report also provided full-year 2026 and subsequent year estimates for the restaurant operator. Several other firms have issued "buy" or "overweight" ratings for Yum! Brands, with a consensus "Moderate Buy" rating and an average price target of $174.00.
Is It Time To Reassess Chipotle Mexican Grill (CMG) After A 28% One Year Share Price Decline
This article reassesses Chipotle Mexican Grill after a 28% one-year share price decline, using Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratios. The DCF model suggests CMG is slightly overvalued at US$38.72, with an intrinsic value of US$36.28. The P/E ratio indicates that the stock appears overvalued compared to its fair ratio, prompting a deeper look into bull and bear case narratives for the company's future valuation.
CHIPOTLE CELEBRATES NATIONAL TORTILLA CHIP DAY WITH A THREE-DAY FREE CHIPS AND QUESO BLANCO OFFER
Chipotle Mexican Grill is celebrating National Tortilla Chip Day by offering a free side of chips and Queso Blanco with the code CHIPS26 on digital orders. This promotion is available for three days, from Monday, February 23 through Wednesday, February 25, for orders placed on the Chipotle app, Chipotle.com, and Chipotle.ca. The company highlights its use of fresh, real ingredients in both its chips and Queso Blanco.
A Look Into Chipotle Mexican Grill Inc's Price Over Earnings
This article analyzes Chipotle Mexican Grill Inc.'s (NYSE: CMG) price-to-earnings (P/E) ratio, noting its recent stock performance with a 2.66% drop in the current session. The company's P/E ratio of 33.96 is compared to the industry average of 49.69, suggesting that the stock might be undervalued or could perform worse than its peers. The article emphasizes that while the P/E ratio is a valuable tool, it should be used cautiously and in conjunction with other financial metrics and qualitative factors to make informed investment decisions.
McDonald's CapEx Steps Higher: What's Supporting the ROI Case?
McDonald's is increasing its capital expenditures to $3.7-$3.9 billion in 2026, up from $3.4 billion in 2025, primarily for new restaurant openings and development pipeline. The company plans to open approximately 2,600 new restaurants globally in 2026, aiming for 50,000 worldwide by the end of 2027, with new units performing as expected even in mature markets. Despite the higher investment, McDonald's stock has outperformed its industry peers over the past year, though its forward P/S ratio is above the industry average, with a Zacks Rank of #3 (Hold).
Why Jack in the Box bets parking lot paint can cure sales
Jack in the Box is implementing low-cost cosmetic changes, such as fresh paint and re-striped parking lots, to its restaurants in an effort to boost sales and prepare for a larger remodel program. The chain also plans to close 50 to 100 underperforming franchised units and is working to improve its value proposition and food quality to address sliding same-store sales and maintain profitability for franchisees. Despite these efforts, the company remains heavily indebted and faces challenges with price-sensitive consumers.
Texas Roadhouse earnings test: Can value momentum offset beef costs?
Texas Roadhouse (TXRH) is set to report fourth-quarter earnings, with analysts expecting sequential revenue growth despite high beef prices. The company's ability to manage beef costs and maintain strong same-store sales and value perception will be key indicators for investors, especially as it plans aggressive expansion in 2026. The upcoming report will determine if its competitive positioning can offset commodity inflation and past earnings miss.
Why is Six Flags losing visitors?
Six Flags Entertainment Corp. reported 2025 earnings and revenue slightly above analyst estimates, but attendance contracted in the fourth quarter for the first time since 2023, resulting in a 9% drop in admissions revenue. CEO John Reilly acknowledged that results fell short of expectations and highlighted investments made in park infrastructure, new attractions, technology systems, and food and beverage offerings. The company continues to face challenges with its elevated debt burden following a failed merger with Cedar Fair in 2024.
CAVA Group (NYSE:CAVA) Receives "Outperform" Rating from Telsey Advisory Group
CAVA Group (NYSE:CAVA) has received an "Outperform" rating with an $85.00 price target from Telsey Advisory Group, suggesting a 25.2% upside. Despite this positive re-rating, other analysts have recently trimmed their price targets, and the stock is collectively rated as a "Moderate Buy" with a consensus price target of $82.21. Insiders have sold a significant number of shares recently, though institutional investors hold a large portion of the stock.
Commentary: Chipotle just saw its worst year ever. It may not get any better
Chipotle experienced its worst year ever in 2025, with same-store sales declining and shares falling 37%. Columnist Gustavo Arellano argues that the company's stagnant approach and underwhelming food, combined with a shifting market towards diverse Mexican eateries, could prevent a rebound, despite CEO Scott Boatwright's optimistic outlook. The article suggests that Chipotle's premium pricing is no longer justified given the competition and the uninspired quality of its offerings.
Stifel reiterates Buy on Cava stock ahead of Q4 earnings report
Stifel maintained its Buy rating and $75.00 price target for CAVA Group Inc (NYSE:CAVA) ahead of its Q4 earnings report, projecting strong 2026 growth driven by unit expansion, menu innovation, and marketing. Despite the stock trading below the target, the firm expects CAVA to meet or exceed Street estimates for Q4 and sees potential for comparable sales to surpass current projections, supported by significant revenue growth. Various other analysts like TD Cowen and Bernstein have also recently adjusted their price targets for CAVA.
Chipotle Offers Free Food for USA Hockey Goals During Olympics: How to Get Yours
Chipotle is running a "Bowls for Goals" promotion during the 2026 Milan-Cortina Winter Olympics, offering free food когда the USA Men’s and Women’s National Hockey Teams score qualifying goals. Customers can claim a free entrée by texting a keyword, shared on the USA Hockey X account, to 888222. This offer is available for the first 5,000 customers per goal and can be redeemed via the Chipotle app or website before March 31.
Is Chipotle Leveraging AI to Reengage Lapsed Customers?
Chipotle Mexican Grill (CMG) is expanding its use of AI within its digital platform to enhance customer engagement, specifically targeting lapsed or less frequent customers with personalized communications and offers. This strategy differentiates Chipotle from competitors like McDonald's, which focuses on operational efficiency, and Yum! Brands, which emphasizes broad digital growth. Despite these efforts, CMG's stock has underperformed, with estimates for fiscal 2026 EPS showing a decline, leading to a Zacks Rank #5 (Strong Sell).
Burger King's president is giving customers his phone number
Burger King's U.S. and Canada president, Tom Curtis, is publicly sharing his work phone number to directly solicit customer feedback. He plans to dedicate several hours daily to take calls and texts, aiming to identify key areas for improvement in restaurants, technology, and marketing as part of Burger King's "elevation" strategy. This unconventional move is intended to gather a broad range of customer experiences and insights to further the brand's recent positive momentum.
Jim Cramer Is Happy About Chipotle (CMG)
Jim Cramer has expressed optimism about Chipotle Mexican Grill (CMG) following the company's decision to lower expectations, which he believes will lead to better-than-anticipated same-store sales numbers. Despite recent analyst downgrades of price targets, Cramer highlighted Chipotle's new ad campaign and specials as potential drivers for increased customer traffic. The article also touches on analyst coverage from Guggenheim and Telsey Advisory, both of whom adjusted price targets for CMG.
Jim Cramer Is Happy About Chipotle (CMG)
Jim Cramer is positive about Chipotle (CMG), noting that lowered expectations and upcoming specials could lead to better-than-anticipated same-store sales. This comes after Guggenheim and Telsey Advisory recently trimmed their price targets for CMG but maintained neutral and outperform ratings, respectively, with Telsey citing menu improvements and marketing for beating Q4 estimates. Despite analyst cautiousness due to flat 2026 guidance, Cramer believes the reduced expectations provide an opportunity for the stock.
Daniel Loeb's Strategic Moves: Flutter Entertainment PLC Exits with -3.17% Impact
Daniel Loeb's Third Point LLC submitted its 13F filing for Q4 2025, revealing significant investment shifts. The firm completely exited 11 holdings, including Flutter Entertainment PLC, which had a -3.17% impact on the portfolio, and Mr. Cooper Group Inc. Conversely, new positions were added in 11 stocks, with Chipotle Mexican Grill Inc. being the most substantial, and stakes were increased in another 11, most notably Union Pacific Corp.
The Top 5 Analyst Questions From McDonald's's Q4 Earnings Call
This article summarizes McDonald's's strong Q4 CY2025 earnings, highlighting robust revenue and EPS growth driven by value initiatives and marketing. It then details the top five analyst questions from the earnings call, covering topics such as U.S. sales drivers, margin impact of value items, increased capital spending for new stores, the effect of GLP-1 medications on menu strategy, and the influence of the loyalty program. The article concludes by listing key catalysts for McDonald's in upcoming quarters.
International Cuisine Restaurant Market Is Going to Boom | Brinker International • PF Chang's • Nando's
The International Cuisine Restaurant Market is projected for significant growth between 2026 and 2033 due to evolving consumer demand, technological advancements, and supportive regulatory frameworks. A new report by Coherent Market Insights provides an in-depth analysis of market trends, competitive landscape, key segments, and strategic opportunities for stakeholders. The study highlights major players like Darden Restaurants, Yum! Brands, and Chipotle Mexican Grill, offering insights into market drivers, challenges, and future outlook across various regions and restaurant types.
Guggenheim Notes Chipotle’s (CMG) Conservative 2026 Guidance, Valuation Gap
Guggenheim has lowered its price target for Chipotle (CMG) due to the company's conservative 2026 guidance for flat same-store sales growth and margin reinvestment, noting that the current stock valuation doesn't reflect this outlook. Conversely, Telsey Advisory previously lowered its price target but maintained an 'Outperform' rating, citing strong Q4 results driven by effective marketing and operational improvements, and views the stock's risk-reward profile favorably. Both firms acknowledge Chipotle's potential, but Guggenheim highlights a valuation gap given the cautious guidance.
Guggenheim Notes Chipotle's (CMG) Conservative 2026 Guidance, Valuation Gap
Guggenheim maintained a Neutral rating on Chipotle (CMG) and lowered its price target to $36 from $37, citing the company's conservative 2026 sales growth guidance and a valuation that doesn't yet reflect flat same-store sales. Conversely, Telsey Advisory lowered its price target to $48 from $50 but kept an Outperform rating, noting strong Q4 results and a favorable risk-reward profile, believing CMG is on track to be a leading restaurant brand. The article highlights differing analyst opinions on CMG's future outlook and valuation.
Can Synopsys Stock Recover If Markets Fall?
Synopsys (SNPS) stock has recently dropped 17.0% due to concerns over its IP business transition and China market headwinds. Despite this, the article analyzes SNPS's historical resilience during market downturns, including the 2022 inflation shock, 2020 Covid Pandemic, 2018 Correction, and 2008 Global Financial Crisis, showing it often recovered faster than the S&P 500. The company's fundamentals are strong, but its valuation is considered relatively expensive, prompting a look into its ability to bounce back if broader markets decline further.
Fan-favorite Chipotle targets rural Texas town with $650K project
Chipotle Mexican Grill is planning a new $650,000 project in Corsicana, Navarro County, Texas, signaling its continued expansion into the North Central Texas region. This new location, expected to begin construction in August and open by early 2027, will include a 2,385-square-foot tenant fit-out. The announcement has generated significant community excitement, especially given the company's broader push to open more locations with "Chipotlane" drive-thru pickup lanes across the Dallas-Fort Worth area.
Bill Ackman Goes Magnificent Seven Shopping In Q4: Adds META, Increases AMZN, Decreases GOOGL
Bill Ackman's Pershing Square Capital made significant changes to its portfolio in Q4, notably adding a new stake in Meta Platforms and increasing its position in Amazon.com. The fund also decreased its exposure to Alphabet Inc. shares for the second consecutive quarter. These adjustments reflect Ackman's continued focus on "Magnificent Seven" stocks, with Meta and Amazon becoming top holdings due to perceived long-term potential in AI and digital advertising.
Bill Ackman Goes Magnificent Seven Shopping In Q4: Adds META, Increases AMZN, Decreases GOOGL
Bill Ackman's Pershing Square Capital Management made significant portfolio adjustments in Q4, notably adding a new stake in Meta Platforms (META) and increasing its position in Amazon (AMZN). The hedge fund also reduced its exposure to Alphabet (GOOGL/GOOG) for a second consecutive quarter. These changes reflect Ackman's bullish outlook on Meta's long-term potential due to AI integration and its deeply discounted valuation, despite concerns about AI-related spending.
Pershing Square Capital Management Reports Share Stake in Meta, Dissolves In Chipotle Mexican Grill
Pershing Square Capital Management has reported a new share stake in Meta Platforms. Concurrently, the firm has dissolved its investment in Chipotle Mexican Grill. This information was released by Reuters.
Chipotle: A Tough Hill To Climb, No Growth Expected In 2026 (Downgrade) (NYSE:CMG)
Chipotle (CMG) has been downgraded to "Sell" due to consistent declines in comparable store sales, dwindling customer traffic, and an unfavorable future outlook. The company faces stiff competition from CAVA and Sweetgreen in the customizable bowl segment, leading to a loss of its unique market position. Initiatives like menu changes and Chipotlanes have failed to reverse negative sales trends, while rising costs and limited pricing power further squeeze margins.
Fast-growing Mexican chain known for Chipotle-like bowls rolls out 16 locations - and meals are under $10
El Diez Mexican Bowls, a new fast-food chain similar to Chipotle, has opened 16 locations with meals under $10. It is a venture by Wonder, a food delivery service and food hall. The chain plans to expand further in New York, New Jersey, and Philadelphia.
Scott Mezvinsky Sells 1,612 Shares of Yum! Brands (NYSE:YUM) Stock
Yum! Brands CEO Scott Mezvinsky sold 1,612 shares on February 13th for approximately $265,384, following a previous sale in December. The company recently increased its quarterly dividend to $0.75 per share and reported quarterly earnings, missing EPS estimates but exceeding revenue expectations. Analysts generally rate the stock as a "Moderate Buy" with a consensus price target of $174.00.
Habit Burger launches core menu update
Habit Burger & Grill is updating its core menu with retooled sandwiches, improved classic items, and a lineup of limited-time offers, aiming to boost same-store sales which were down 1% in 2025. The changes include reimagined Sirloin Steak and Grilled Chicken Sandwiches, new BBQ Chicken Salad and BBQ Bacon Char, and LTOs like the Baja Crispy Fish Sandwich. This move follows other fast-casual burger chains updating their menus amidst consumer pullback in the restaurant industry.
Truist Financial Corporation $TFC Shares Sold by Aberdeen Group plc
Aberdeen Group plc reduced its stake in Truist Financial Corporation (NYSE:TFC) by 11.8% in Q3, selling 127,296 shares and now owning 953,829 shares worth $42.87 million. Other institutional investors also adjusted their holdings. The article also details recent insider stock sales, TFC's financial performance, a new $10 billion stock repurchase program, and a declared quarterly dividend of $0.52 per share.
JPMorgan Chase & Co. Trims Stake in Yum! Brands, Inc. $YUM
JPMorgan Chase & Co. reduced its stake in Yum! Brands by 15.4% during the third quarter, now holding 15.9 million shares valued at approximately $2.42 billion. Meanwhile, other institutional investors like Norges Bank and Invesco Ltd. increased their positions in the restaurant operator. Yum! Brands recently reported Q3 earnings, slightly missing EPS estimates but exceeding revenue expectations, and raised its quarterly dividend to $0.75 per share.
Restaurant Brands International (QSR) Is Down 6.8% After Mixed Earnings And Higher Dividend Target - Has The Bull Case Changed?
Restaurant Brands International (QSR) recently reported mixed Q4 and full-year 2025 results, with higher revenue but lower net income, alongside an increased dividend target for 2026. The company is advancing its international expansion, particularly with Burger King in China, while dealing with uneven performance from other brands like Popeyes and slower U.S. Burger King remodels. Despite a 6.8% stock drop post-earnings, the article examines how the international growth and higher dividend impact QSR's investment outlook, maintaining that the core narrative of franchise-led expansion remains, but margin pressures and inconsistent brand performance persist as key risks.
Chipotle to open new store near Texas Medical Center in early 2027
Chipotle is planning to open a new restaurant near the Texas Medical Center in Houston by early 2027. The project involves a $400,000 renovation of a former Comerica Bank location, with construction set to begin in September. The fast-casual chain will offer its customary menu of customizable Mexican-inspired food items.
Chipotle Mexican Grill planned for The Pavilion at Durbin Park
Chipotle Mexican Grill is expanding its presence in Northeast Florida with a new location planned for The Pavilion at Durbin Park in St. Johns. The restaurant will occupy a 2,800-square-foot space, formerly Rumble Boxing, and will not include a drive-thru. This development is part of a broader expansion in St. Johns County, with other locations already open or planned.
McDonald’s stock price dips after a late-week swing as upgrades collide with a busy macro calendar
McDonald's stock dipped on Friday, falling 1.4% to $327.58, despite recent analyst upgrades. The retreat occurred just before a holiday-shortened trading week, with investors anticipating Federal Reserve minutes, PCE data, and Q4 GDP numbers. McDonald's reported strong Q4 global comparable sales and increased its quarterly dividend, but faces headwinds from cost inflation and tough winter weather.
A Look At Chipotle Mexican Grill (CMG) Valuation After First Comp Sales Decline And Ackman Exit
Chipotle Mexican Grill (CMG) is being scrutinized after its first year-over-year decline in comparable restaurant sales and a forecast of flat comps for 2026, alongside a notable investor exit. Despite a 17.9% undervaluation by analysts with a fair value of $44.24, the market's P/E ratio of 30.8x suggests a valuation stretch, especially compared to the US Hospitality group's 21.4x. International expansion efforts, particularly into Mexico and further into Latin America and Europe, are anticipated to fuel future revenue growth for the company.
Chipotle has a brand new rival that quietly opened 16 locations and is much cheaper
Wonder, a food delivery app founded by billionaire Marc Lore, has launched El Diez Mexican Bowls and Pop Salad, new fast-casual concepts designed to rival Chipotle and Sweetgreen but at significantly lower prices. These new brands debuted in several locations, with plans for further expansion, offering full-size portions and transparent pricing. Wonder operates as both a physical dining destination and a delivery platform, aiming to provide flavorful and filling meals without cutting corners.
Chipotle opens its newest Pensacola location on Tuesday. Here's where
A new Chipotle location is set to open in Pensacola on February 17 at 3240 W. Michigan Ave., featuring a "Chipotlane" drive-thru for digital order pickups and new high-protein menu options. This opening marks an expansion of Chipotle's presence in the Pensacola area, with another location already approved for Ransley Station. The restaurant will offer a limited-time special, Chicken Al Pastor, and is actively hiring for about 30 positions.
Cibc World Market Inc. Buys 25,590 Shares of Truist Financial Corporation $TFC
Cibc World Market Inc. increased its stake in Truist Financial Corporation, purchasing an additional 25,590 shares, bringing its total to 174,041 shares valued at approximately $7.96 million. Truist's board authorized a $10 billion share buyback and declared a quarterly dividend of $0.52, signifying notable capital returns. Despite missing quarterly EPS estimates, analysts generally rate the stock as "Hold" with an average price target of $55.60.
Can Chipotle get its higher-income diners to stick around?
Chipotle is looking to retain its growing base of higher-income customers (60% with HHI over $100,000) after an internet misunderstanding about price increases. The article suggests Chipotle can learn from discount retailers who also saw an influx of wealthier shoppers. To foster loyalty, Chipotle needs to focus on fundamentals like cleanliness and boost check averages through premium offerings, emphasizing quality and convenience over just value.
Can Chipotle get its higher-income diners to stick around?
Chipotle faces the challenge of retaining its recently acquired higher-income diners, who now constitute 60% of its regular customer base with household incomes over $100,000. The article suggests that Chipotle can learn from discounters like Walmart and Dollar Tree, which attracted affluent shoppers and needed strategies to convert traffic into loyalty. To succeed, Chipotle must focus on core operational excellence, enhance perceived value beyond just price, and highlight its quality ingredients and in-house preparation, potentially exploring premium add-ons, to build lasting loyalty among this demographic.
City of Sand Springs Announces New Chipotle Restaurant Coming to Sheffield Crossing
The City of Sand Springs has announced that a new Chipotle Mexican Grill will be built at 420 S. Highway 97 within the Sheffield Crossing development. Construction is expected to be completed by the fourth quarter of 2026, bringing new dining options, employment, and economic benefits to the area. City officials, including Mayor James O. Spoon and City Manager Mike Carter, expressed enthusiasm for Chipotle's investment, highlighting its alignment with the city's growth and economic development goals.
Fund Update: 1,126,963 CHIPOTLE MEXICAN GRILL (CMG) shares added to JOHNSON INVESTMENT COUNSEL INC portfolio
JOHNSON INVESTMENT COUNSEL INC has significantly increased its holdings in CHIPOTLE MEXICAN GRILL (CMG) by adding 1,126,963 shares to its portfolio as of December 31, 2025. This move is part of broader institutional activity, with various hedge funds either adding or reducing their CMG positions, alongside recent insider and congressional trading actions. Wall Street analysts maintain a positive outlook on CMG, with several firms issuing "Buy" or "Outperform" ratings and a median price target of $45.0.
Chipotle Mexican Grill to open at Sheffield Crossing in Sand Springs, city says
Chipotle Mexican Grill is set to open a new location in Sand Springs, Oklahoma, within the Sheffield Crossing development along Highway 97. Construction is anticipated to conclude by the fourth quarter of 2026, creating new jobs and boosting the local economy. City officials express confidence that Chipotle's investment signifies the city's growth and aligns with its economic development goals.
Chipotle to open 3rd location in League City
Chipotle is opening its third location in League City, Texas, in mid-February 2026. The restaurant will be located at 1603 W. League City Parkway and will offer customizable Mexican-inspired food like burritos, bowls, and salads, with an official opening date of February 17. Catherine White of Community Impact reported on this development.
How Chipotle lost its sizzle
Chipotle Mexican Grill experienced its worst year ever, with same-store sales declining for the first time since its IPO two decades ago. This downturn is attributed to a broader slowdown in fast-casual chains, as consumers, especially those with middle and lower incomes, are cutting back on discretionary spending and seeking better value due to economic anxieties. While Chipotle plans to cater to its higher-income customers, analysts suggest it needs to broaden its appeal to more cost-conscious consumers, much like how McDonald's saw a sales surge with its $5 meal deal.
