Dine Brands Global, Inc. (DIN)

In the past six months, Dine Brands Global released Q3 2025 earnings, reporting $0.73 EPS, missing estimates, while Q2 2025 results showed total revenues of $230.8 million, up from $206.3 million in Q2 2024. Q1 Fiscal 2025 results indicated consolidated total revenues increased by 4.1% to $214.8 million compared to Q1 Fiscal 2024. The company announced a quarterly dividend of $0.19, which was paid on January 7, 2026. Dine Brands Global reached a new 52-week high of $37.37 during mid-day trading on January 12, 2026. Several research analysts have updated their price targets for DIN, and the stock currently has a consensus "Hold" rating with an average price target of $31.29. On June 17, 2025, the company completed the refinancing of its Series 2019-1 Senior Secured Notes.

The restaurant industry, in which Dine Brands Global operates, can experience demand seasonality, influenced by factors such as consumer income and confidence. Dine Brands Global's strategy includes menu innovation and value offerings to drive traffic, and the company has observed positive traffic comps for IHOP in 2025. The company's focus on off-premise sales also helps to mitigate some traditional in-restaurant seasonality.

Dine Brands Global, Inc. operates within the casual dining sector, focusing on royalty and franchise fees from independent restaurant owners. The company's major products are the dining experiences offered through its three core restaurant brands: Applebee's Neighborhood Grill + Bar, IHOP (International House of Pancakes), and Fuzzy's Taco Shop.

Dine Brands Global has a substantial global footprint, with over 3,500 restaurants across 19 international markets as of December 31, 2024. Its IHOP franchise and area license restaurants are located in all 50 U.S. states, the District of Columbia, three U.S. territories, and 13 countries outside the United States. The company is actively expanding its dual-branded Applebee's/IHOP format, with 13 new international locations added in 2025.

Dine Brands Global focuses on providing high-quality food, welcoming atmospheres, and consistent value across its brands. The company released its 2024 Business Responsibility Report in April 2025, highlighting milestones and commitments in areas such as People, Planet, Food, and Governance. Recent news indicates ongoing promotional and menu innovation efforts to maintain brand relevance and attract customers.

The ownership of Dine Brands Global is predominantly institutional, with nearly 86% of the company's shares held by funds, pension plans, and other large entities as of November 2025. Individual insiders own approximately 3.76% of the stock. Recent insider buying activity includes purchases by Richard J. Dahl, Howard Berk, Vance Chang, John Peyton, and Martha Poulter.