$EAT

DA Davidson lowered its price target on Brinker International (NYSE:EAT) to $240 from $260, citing margin concerns, while maintaining a Neutral rating. The stock trades at $213.25. The firm expects Brinker's upcoming Analyst Day to provide clarity on long-term earnings growth. DA Davidson raised its September quarter estimates but wants more visibility on unit growth and margin impact. Raymond James reiterated an Outperform rating with a $270 target, increasing first-quarter sales estimates for

Brinker International (EAT) director James C. Katzman sold 650 shares at $220.09 each on September 9, 2026, under a pre-established Rule 10b5-1 trading plan. He now holds 25,094 shares. The sale was part of a plan adopted on June 5, 2025, and was not discretionary.

Morgan Stanley maintained an Overweight rating on Brinker International (EAT) and raised its price target to $260. GuruFocus values EAT at $146.87, indicating a 45.8% overvaluation. The company has a GF Score of 83/100, with strengths in profitability and growth but concerns about valuation. Recent analyst actions and insider activity show mixed signals.

Allen Frances L. sold 500 shares of BRINKER INTERNATIONAL, INC (EAT) at $234.50 ($0.12M total) on 2026-09-04.

S&P Dow Jones Indices announced changes to its major indices. Sandisk (SNDK) will join the S&P 100, replacing Colgate-Palmolive (CL). Other additions to the S&P 100 include Dell (DELL), Palo Alto Networks (PANW), and Arista Networks (ANET). The S&P 500 will add Bloom Energy (BE), Illumina (ILMN), and Everpure (P). Changes are effective before trading on Sept. 21, 2026.

Ware Michaela M (EVP, Chief Financial Officer) sold 3,030 shares of BRINKER INTERNATIONAL, INC (EAT) at $233.48 ($0.71M total) on 2026-09-01.

DePinto Joseph Michael sold 25,000 shares of BRINKER INTERNATIONAL, INC (EAT) at $230.39 ($5.76M total) on 2026-08-28.

Fuller Daniel S (SVP, Chief Legal Officer) sold 1,909 shares of BRINKER INTERNATIONAL, INC (EAT) at $253.54 ($0.48M total) on 2026-08-25.

Gordon Haskett analyzed 2026 estimate revisions for 22 restaurant companies, finding 9 saw upward revisions, 3 held steady, and 10 faced downward revisions. Cheesecake Factory, Bloomin’ Brands, BJ’s Restaurants, and Starbucks saw upward revisions across all metrics, while Papa Johns, Wendy’s, and others saw downward revisions. The sector gained 6% over 12 months, underperforming the S&P 500's 18% gain. Revisions to same-store sales had the strongest correlation with share price moves.

Analysts at Stifel Nicolaus initiated coverage on Brinker International (EAT) with a Buy rating and $325 price target, while maintaining a Hold rating on Home Depot (HD). EAT has a Strong Buy consensus and $271 average target, a 16.2% upside. HD has a Moderate Buy consensus and $387 average target, a 15.0% upside.