Primo Brands Corporation (NYSE:PRMB) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Primo Brands Corporation (NYSE:PRMB) have been given an average rating of “Moderate Buy” by the fourteen research firms that are currently covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, three have issued a hold recommendation and nine have assigned a buy recommendation to the company. The average 1-year target price among brokers that have issued a report on the stock in the last year is $26.6667.

Several brokerages have recently issued reports on PRMB. Barclays lowered their price objective on shares of Primo Brands from $25.00 to $24.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Royal Bank Of Canada increased their target price on Primo Brands to $26.00 and gave the stock an “outperform” rating in a report on Tuesday. Mizuho cut their price target on Primo Brands from $28.00 to $24.00 and set an “outperform” rating on the stock in a report on Thursday, January 8th. TD Securities upped their price objective on Primo Brands from $27.00 to $29.00 and gave the stock a “buy” rating in a research report on Friday. Finally, JPMorgan Chase & Co. decreased their price objective on Primo Brands from $23.00 to $21.00 and set an “overweight” rating for the company in a report on Thursday, December 18th.

Key Headlines Impacting Primo Brands

Here are the key news stories impacting Primo Brands this week:

• Positive Sentiment: Q4 results beat expectations — Primo reported $0.26 EPS and $1.55B revenue (up ~11.2% YoY), topping consensus and signaling a turnaround that underpins the rally. Primo Brands Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Market reaction: multiple outlets report a double‑digit intraday jump as the market priced in the swing to profits and improving top‑line momentum. Primo Brands (PRMB) Rockets 15% on Swing to Profits
• Positive Sentiment: Analyst upgrade: TD Securities raised its price target to $29 and reiterated a “buy” rating, citing the upside from current levels — this provides additional analyst support for further gains. BayStreet.CA
• Neutral Sentiment: Earnings call transcripts and coverage are live — Seeking Alpha/Yahoo transcripts provide management commentary and investor Q&A that will determine how durable the turnaround looks. Investors should read the call for margin drivers and outlook. Primo Brands Q4 2025 Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Valuation note: pieces analyzing valuation after the move highlight that momentum has pushed shares higher and investors should reassess multiples versus the company’s recovery assumptions. A Look At Primo Brands (PRMB) Valuation After Recent Share Price Momentum
• Negative Sentiment: Conflicting reports: at least one transcript source reported the quarter as a miss (negative EPS figure), creating short‑term noise and potential confusion for investors and traders. This can increase intraday volatility until reconciled. Primo Brands Q4 2025 Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: Structural risks remain — the company still shows a negative trailing net margin and carries leverage (debt/equity ~1.59); sustaining margin improvement and converting revenue growth to consistent net profit is key to maintaining the move. No link

Primo Brands Trading Up 0.1%

NYSE:PRMB opened at $22.67 on Monday. The company has a debt-to-equity ratio of 1.59, a current ratio of 1.02 and a quick ratio of 0.86. The business’s 50-day simple moving average is $18.38 and its 200-day simple moving average is $19.89. Primo Brands has a fifty-two week low of $14.36 and a fifty-two week high of $35.85. The stock has a market capitalization of $8.39 billion, a PE ratio of 151.12, a price-to-earnings-growth ratio of 0.82 and a beta of 0.63.

Primo Brands (NYSE:PRMB) last posted its earnings results on Thursday, February 26th. The company reported $0.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.20 by $0.06. Primo Brands had a return on equity of 14.24% and a net margin of 0.90%.The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period in the prior year, the business earned $0.13 EPS. Primo Brands’s revenue for the quarter was up 11.2% compared to the same quarter last year. Sell-side analysts expect that Primo Brands will post 1.13 earnings per share for the current fiscal year.

Primo Brands Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Friday, March 6th will be issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Primo Brands’s previous quarterly dividend of $0.10. The ex-dividend date is Friday, March 6th. Primo Brands’s dividend payout ratio is 266.67%.

Primo Brands announced that its Board of Directors has approved a share buyback program on Monday, November 10th that allows the company to repurchase $50.00 million in outstanding shares. This repurchase authorization allows the company to reacquire up to 0.9% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On Primo Brands

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. One Rock Capital Partners LLC acquired a new position in shares of Primo Brands during the 4th quarter worth approximately $1,900,047,000. Viking Global Investors LP lifted its stake in Primo Brands by 17.5% in the third quarter. Viking Global Investors LP now owns 23,033,970 shares of the company’s stock valued at $509,051,000 after acquiring an additional 3,431,854 shares during the last quarter. Vanguard Group Inc. lifted its stake in Primo Brands by 4.8% in the 4th quarter. Vanguard Group Inc. now owns 23,028,858 shares of the company’s stock valued at $376,522,000 after purchasing an additional 1,053,185 shares during the last quarter. Fuller & Thaler Asset Management Inc. lifted its position in shares of Primo Brands by 189.5% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 14,454,637 shares of the company’s stock valued at $236,333,000 after buying an additional 9,461,990 shares during the last quarter. Finally, William Blair Investment Management LLC lifted its holdings in Primo Brands by 6.7% during the 4th quarter. William Blair Investment Management LLC now owns 12,627,420 shares of the company’s stock valued at $206,458,000 after purchasing an additional 793,036 shares during the last quarter. 87.71% of the stock is owned by institutional investors.

About Primo Brands

Primo Brands (NYSE: PRMB) is a consumer packaged beverage company that was established as an independent entity following a corporate spin‐off in 2023. The company specializes in the production, marketing and distribution of a broad portfolio of bottled water products, including purified, mineral and sparkling varieties. Through its focus on quality control and innovation, Primo Brands aims to deliver clean, great-tasting water in formats tailored to both at-home consumption and on-the-go lifestyles.

Its product range spans multi-serve and single-serve bottles, aluminum cans and other eco-friendly packaging solutions.