BRF SABRFS
About: BRF SA is an international producer of fresh and frozen protein foods. The firm's segments are In-natura (poultry, pork, bovine, and other), Processed, and Other sales. The product portfolio includes marinated, frozen, whole and cut meat, specialty meats, portioned products, and frozen prepared entrees. The company also offers margarine, sweet specialties, sandwiches, mayonnaise, and animal feed. Its brands are Sadia, Chester, Perdix, Paty, Perdigao, and Qualy. Internationally, the portfolio's majority brand is Sadia, which is present in multiple categories in Middle Eastern countries. Geographically, sales are distributed evenly between Brazil and international markets.
Employees: 96,667
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
281% more call options, than puts
Call options by funds: $952K | Put options by funds: $250K
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
32% more capital invested
Capital invested by funds: $187M [Q1] → $247M (+$59.6M) [Q2]
19% more funds holding
Funds holding: 86 [Q1] → 102 (+16) [Q2]
3% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 33
0.18% more ownership
Funds ownership: 3.42% [Q1] → 3.6% (+0.18%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Barclays Benjamin Theurer 33% 1-year accuracy 10 / 30 met price target | 18%upside $5 | Overweight Maintained | 16 Aug 2024 |
B of A Securities Isabella Simonato 40% 1-year accuracy 2 / 5 met price target | 465%upside $24 | Neutral Maintained | 15 Aug 2024 |
Financial journalist opinion
Based on 26 articles about BRFS published over the past 30 days