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EAT

BRINKER INTERNATIONAL, INC.

In the published model solve dated 2026-Q2, anchored at $230.22, BRINKER INTERNATIONAL, INC. (EAT) is priced for +16.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.

Published model solve
+16.6% growth
Priced In
within-range

Key Takeaways

• Chili's, which supplies about nine tenths of company revenue, delivered its 20th consecutive quarter of same-store sales growth in the March 2026 quarter and earns a brand-level operating margin in the mid teens [Source: Q3 FY2026 earnings release, April 29, 2026], a level very little of casual dining reaches. • What changed inside that number is the point: the quarter's 4.0% Chili's comparable-sales gain came from 4.6% of menu pricing and 0.6% of mix against guest traffic down 1.2%, after a n

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Institutional ownership

452 institutional managers reported holding EAT in 13F filings for the quarter ended 2026-03-31. 78 opened new positions that quarter. Held by BlackRock, FMR (Fidelity), Vanguard Group, among others. On the short side, 5.3M shares were sold short as of the 2026-06-15 count, about 12% of shares outstanding (6.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

EAT has cut its share count 5.9% over the past five years, spending $565.60M on repurchases. It stopped paying its dividend within the past year. Cash returned over the past three years: $459.70M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at EAT over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

EAT's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-24-8.6%-3.2%
2023-11-02-0.2%+20.7%
2024-02-01+13.1%+2.4%
2024-05-01+10.7%+28.5%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

EAT's latest 8-K filings: 2026-08-12 (items 2.02, 8.01, 9.01); 2026-06-17 (items 8.01); 2026-04-29 (items 2.02, 9.01); 2026-03-02 (items 5.02, 9.01); 2026-01-28 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

Compare EAT

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Model solve date: 2026-Q2
Narrative composed: July 25, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.