Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
52-week range
$3.35 – $4.26
3% from low
Sector
Packaged Foods
P/S (TTM)
0.1
EV / FCF (TTM)
1.7
BRF S.A. is a prominent food corporation primarily engaged in the comprehensive production cycle of poultry and pork, from livestock raising and processing to slaughter. The company specializes in manufacturing and selling a diverse range of food products, including fresh meats, various processed items, pasta, and margarine. Its extensive product portfolio features fresh and frozen meats such as whole and cut chicken, pork, and beef. The processed food segment includes an array of offerings like marinated and frozen chicken (whole or cut), roosters, turkey, sausages (e.g., frankfurters, salamis, bologna, chicken varieties), ham products, bacon, cold cuts, and other smoked meats. Additionally, BRF produces frozen processed specialties such as hamburgers, steaks, breaded items, kibbeh, and meatballs. The company also provides a variety of frozen prepared entrees, including pastas and pizzas like lasagna, macaroni, sandwiches, cheese breads, and other ready-to-eat meals. Their dessert and bakery range covers pies and pastries (such as chicken and heart-of-palm pies), sauces, toppings, and frozen desserts. Demonstrating diversification, BRF offers plant-based alternatives like nuggets, pies, vegetables, and plant-based hamburgers. Beyond consumer goods, they supply agricultural products such as soy meal, refined soy flour, and animal feed, alongside other staples like frozen French fries, butter, and cream cheese. These products are distributed under renowned brands including Sadia, Perdigão, Qualy, Chester, Kidelli, Perdix, Biofresh, Gran Plus, and Banvit. BRF serves a broad customer base, encompassing supermarkets, wholesalers, various retail stores, food service providers, restaurants, and other institutional buyers. In addition to its core food business, BRF S.A. offers consultancy, marketing, and logistics services. The company is also involved in the commercialization of electric energy and the import, industrialization, and trade of various goods. With a substantial global presence, BRF S.A. operates across Brazil, the broader Americas, Europe, the Middle East, Africa, and Asia. Founded in 1934, the company, headquartered in Itajaí, Brazil, adopted its current name, BRF S.A., in April 2013, having previously been known as BRF-Brasil Foods S.A.
mbrf.comNo one on the platform currently holds BRFS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 8,079,470 | $27.8M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2025-09-22 | $0.3442 | 2025-10-09 |
| 2024-12-18 | $0.0197 | 2025-01-09 |
| 2024-11-27 | $0.0973 | 2024-12-16 |
| Execution date | Ratio |
|---|---|
| 2010-04-08 | 4-for-1 |
| 2006-04-20 | 3-for-1 |
No one on the platform has traded BRFS yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 16.3% | — | — | — | ||
| Rev. Growth % | 14.5% | 12.9% | ||||
| Profit Margin % | 5.2% | 0.1% | -0.6% | |||
| Free Cash Flow Margin % | 13.9% | 6.1% | 3.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +13.9% on the P/E track.
At today's price, your expected annual return is +16.4% on the P/E track.
At today's price, your expected annual return is +19.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $62.9B | -1.0% | $1.39 | $1.34–$1.42 | 2.4× | 1 |
| 2027 | $66.1B | +5.1% | $1.48 | $1.43–$1.51 | 2.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 7 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-08-14 | $0.11 | $0.08 | -27.3% |
| 2025-05-15 | $0.09 | $0.12 | +33.3% |
| 2024-11-13 | $0.10 | $0.11 | +10.0% |
| 2024-08-14 | $0.09 | $0.11 | +22.2% |
| 2024-05-07 | $0.03 | $0.06 | +131.7% |
| 2024-02-26 | $0.03 | $0.15 | +400.0% |
| 2023-11-13 | $-0.00 | $-0.05 | -3806.2% |
| $2.8B |
| — |
| NTCONatura &Co Holding S.A. | $6.59 | +0.38% | $4.6B | — |
| PRMWPrimo Water Corporation | $24.21 | — | $3.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
$BRFS | Primer: BRF SA (BRFS US) - Jan 2026 "BRF is undergoing a significant financial turnaround, shifting from substantial losses in 2022-2023 to strong profitability in 2024, driven by..." - αSK (Smartkarma) Read more: https://www.smartkarma.com/insights/primer-brf-sa-brfs-us-jan-2026
View on StockTwits ↗$BRFS Strange why IS Brasil food still listed.. marfrig merger Off?
View on StockTwits ↗
$BRFS Brilliant piece that captures BRFS's situation perfectly. So if you want to update your understanding of BRFS or get to know BRFS better, this is essential reading. https://beyondspx.com/quote/BRFS/analysis/brf-s-a-a-resilient-powerhouse-forging-growth-through-diversification-and-digital-edge-nyse-brfs
View on StockTwits ↗
$BRFS he merger between BRF (BRFS3) and Marfrig Global Foods (MRFG3) is expected to be completed on September 22, 2025. Following the completion of the merger, the combined company will be known as MBRF Global Foods Company SA. Shares of the new entity, MBRF, are expected to begin trading on the B3 exchange on September 23, 2025, under the ticker symbol MBRF
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$BRFS does anyone know when shares of MBRF (the merged company) will be available to buy?
View on StockTwits ↗$BRFS seems like it's easily manipulated. Just my opinion, of course. Glad I didn't chase it last week when it shot past $4/ps
View on StockTwits ↗
$BRFS Brazilian ADR facing currency headwinds. Chart shows distribution. Dollar strength hurting.
View on StockTwits ↗
$BRFS ✅ 1. Special Dividend Before the Merger • Declared and approved by BRF’s board as part of the merger terms • Totaled R$2.08 per share (R$1.83 dividend + R$0.25 interest on capital) • Cut-off date: September 18, 2025 • Payment date: September 29, 2025 • These funds were already allocated and are being distributed unless you exercised withdrawal rights (which you didn’t) ✅ 2. Final Dividend Before the Merger • Paid in USD: $0.38451 per BRF share • Also tied to the merger’s closing • Payment date: October 9, 2025 • This was formally declared and scheduled, and BRF’s financials were strong enough to support it ✅ 3. Post-Merger Marfrig Dividend • Marfrig declared R$2.81 per share for its shareholders • You now hold converted Marfrig shares, so you’re eligible • Payment date: September 30, 2025 • The merger created a R$152 billion revenue powerhouse, and Marfrig’s dividend was part of the approved merger package
View on StockTwits ↗$BRFS 🔐 Why They're Secure • All three dividends were formally declared, approved by shareholders, and scheduled with payment dates • The merger passed regulatory review, including Brazil’s antitrust authority CADE • The companies explicitly stated that the R$5.7 billion in distributions would not jeopardize financial stability
View on StockTwits ↗$BRFS awaiting..the waiting will be fuölfiöled
View on StockTwits ↗$BRFS be ready Awaiting AND waiting ..as previously roldshow dpwn
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.