Dine Brands Global (NYSE:DIN) Announces Earnings Results, Beats Estimates By $0.36 EPS

Dine Brands Global (NYSE:DIN) released its earnings results on Wednesday. The restaurant operator reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.36, FiscalAI reports. The business had revenue of $217.57 million for the quarter, compared to analyst estimates of $226.27 million. Dine Brands Global had a net margin of 1.88% and a negative return on equity of 27.12%. Dine Brands Global’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.87 earnings per share.

Here are the key takeaways from Dine Brands Global’s conference call:

• Applebee’s returned to positive full‑year comparable sales (+1.3%) and IHOP showed improving traffic with a positive Q4 comp (+0.3%), driven by value platforms, menu innovation and stronger digital/social engagement.
• Consolidated 2025 Adjusted EBITDA declined to $219.8M (from $239.8M), Adjusted Free Cash Flow fell to $61.5M, and CapEx rose to $35.6M due to company‑owned restaurant investments, pressuring near‑term cash generation.
• 2026 guidance calls for consolidated EBITDA of $220–230M, domestic comps of 0–2% for both brands, G&A of $205–210M, and CapEx of $25–35M.
• Management is prioritizing growth via the dual‑brand model (32 open today), expecting at least +50 incremental dual openings in 2026 and continued Applebee’s remodels, which management says drive mid‑single‑digit sales lifts.
• Capital return remains a priority — Dine returned $92M in 2025, repurchased ~2.4M shares (~15% of outstanding), and plans to keep buying back stock while management views shares as undervalued.

Dine Brands Global Stock Down 1.2%

Shares of Dine Brands Global stock traded down $0.39 on Friday, hitting $30.93. The stock had a trading volume of 98,766 shares, compared to its average volume of 430,288. The stock has a market cap of $446.04 million, a price-to-earnings ratio of 31.92 and a beta of 0.97. Dine Brands Global has a one year low of $18.63 and a one year high of $39.68. The stock’s 50-day simple moving average is $34.39 and its two-hundred day simple moving average is $29.17.

Dine Brands Global Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 10th. Investors of record on Wednesday, March 18th will be issued a dividend of $0.19 per share. The ex-dividend date of this dividend is Wednesday, March 18th. This represents a $0.76 annualized dividend and a dividend yield of 2.5%. Dine Brands Global’s dividend payout ratio (DPR) is currently 78.35%.

Institutional Trading of Dine Brands Global

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Garton & Associates Financial Advisors LLC purchased a new stake in shares of Dine Brands Global during the 4th quarter valued at about $26,000. Advisory Services Network LLC bought a new stake in Dine Brands Global in the 3rd quarter valued at $27,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new position in Dine Brands Global during the 3rd quarter valued at approximately $50,000. Tower Research Capital LLC TRC increased its position in Dine Brands Global by 307.6% in the second quarter. Tower Research Capital LLC TRC now owns 2,091 shares of the restaurant operator’s stock worth $51,000 after purchasing an additional 1,578 shares during the last quarter. Finally, Quadrant Capital Group LLC bought a new position in shares of Dine Brands Global in the 3rd quarter valued at about $87,000. 92.83% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on DIN. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Dine Brands Global in a research note on Monday, December 29th. Barclays decreased their price objective on Dine Brands Global from $40.00 to $30.00 and set an “equal weight” rating for the company in a report on Thursday. Zacks Research downgraded shares of Dine Brands Global from a “hold” rating to a “strong sell” rating in a report on Friday, January 30th. UBS Group cut their price target on Dine Brands Global from $35.00 to $33.00 and set a “neutral” rating for the company in a research note on Thursday. Finally, Mizuho raised their price objective on Dine Brands Global from $28.00 to $34.00 and gave the company a “neutral” rating in a research note on Friday, January 9th. One research analyst has rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Dine Brands Global presently has an average rating of “Hold” and an average price target of $29.57.

Dine Brands Global Company Profile

Dine Brands Global, Inc is a leading franchisor and operator of full‐service restaurants in the casual dining and breakfast segments. The company’s primary brands include IHOP®, known for its wide variety of breakfast offerings and pancakes, and Applebee’s Neighborhood Grill + Bar®, a casual dining concept featuring a range of American entrées, appetizers and cocktails. Through its franchise model, Dine Brands works with independent restaurant owners to develop, market and support both domestic and international locations.

The origins of Dine Brands Global date back to the founding of the International House of Pancakes (IHOP) in 1958 in California.