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Kelly Bania

Kelly Bania Analyst Performance

Equity Research Analyst, Food Retail & Distribution at BMO Capital Markets

Kelly Bania is a stock analyst at BMO Capital Markets focused in the retail/wholesale sector, covering 18 publicly traded companies. Over the past year, Kelly Bania has issued 28 stock ratings, including strong buy, buy, hold, and sell recommendations. While full access to Kelly Bania's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Kelly Bania's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
174 Last 11 Years
Buy Recommendations
38.95% 67 Buy Ratings
Companies Covered
18 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.6%1 ratings
Buy38.4%66 ratings
Hold58.7%101 ratings
Sell2.3%4 ratings

Out of 172 total stock ratings issued by Kelly Bania at BMO Capital Markets, the majority (58.7%) have been Hold recommendations, followed by 38.4% Buy, 2.3% Sell, and 0.6% Strong Buy.

Exchange Coverage

ExchangePercentageCount
NASDAQ
55.6% of companies on NASDAQ
10 companies
NYSE
44.4% of companies on NYSE
8 companies

Kelly Bania, an analyst at BMO Capital Markets, currently covers 18 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Retail/Wholesale
11 companies
61.1%
Consumer Staples
7 companies
38.9%

Kelly Bania of BMO Capital Markets specializes in stock coverage within the Retail/Wholesale sector, with additional focus on Consumer Staples companies.

Coverage Industries

IndustryPercentage
RETAIL - DISCOUNT
4 companies
22.2%
FOOD - MISC/DIVERSIFIED
4 companies
22.2%
FOOD ITEMS - WHLE
3 companies
16.7%
RETAIL - SUPERMKT
2 companies
11.1%
CONS PD - MISC STPL
2 companies
11.1%
RETAIL – GROCERY STORES
1 company
5.6%
RETAIL - CNV STRS
1 company
5.6%
FOOD STORES
1 company
5.6%

About Kelly Bania

Kelly is an analyst in BMO Capital Markets Equity Research covering food retailers, including traditional supermarkets; natural, organic & specialty food retailers; convenience stores; and food distributors. Prior to joining BMO in 2013, Kelly spent nine years at another large U.S. investment dealer, where she spent five years in equity research as part of an Institutional Investor-ranked team, with lead coverage in the U.S. food retailing sector. Prior to that, she spent four years in Bank of America’s investment banking division specializing in public finance. Additionally, Kelly held a role in finance at Morgan Stanley. Kelly earned a bachelor of arts in economics from the University of San Diego, with a double minor in business administration and French.
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Kelly Bania's Ratings History at BMO Capital Markets

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Dollar General Corporation stock logo
DG
Dollar General
6/3/2026Lower Price Target$106.78$120.00Market Perform
Yesway, Inc. stock logo
YSWY
Yesway
5/18/2026Initiated Coverage$25.84$30.00Outperform
Yesway, Inc. stock logo
YSWY
Yesway
5/18/2026Upgrade$25.28$30.00Strong-Buy
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
3/17/2026Reiterated Rating$114.25Underperform
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
3/11/2026Boost Price Target$39.28$52.00Outperform
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
3/6/2026Boost Price Target$994.68$1,315.00Outperform
The Kroger Co. stock logo
KR
Kroger
3/5/2026Reiterated Rating$70.29$70.00Market Perform
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
3/4/2026Reiterated Rating$683.89$700.00Market Perform
Target Corporation stock logo
TGT
Target
3/4/2026Boost Price Target$121.18$130.00Market Perform
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
2/20/2026Reiterated Rating$66.12$70.00Market Perform
US Foods Holding Corp. stock logo
USFD
US Foods
2/13/2026Boost Price Target$101.86$115.00Outperform
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
2/13/2026Downgrade$128.43$95.00Underperform
Dollar General Corporation stock logo
DG
Dollar General
2/13/2026Boost Price Target$153.76$145.00Market Perform
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
1/8/2026Lower Price Target$16.10$23.00Outperform
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
12/11/2025Reiterated Rating$31.94Outperform
Dollar General Corporation stock logo
DG
Dollar General
12/5/2025Boost Price Target$124.95$130.00Market Perform
Walmart Inc. stock logo
WMT
Walmart
11/21/2025Boost Price Target$107.04$125.00Outperform
Target Corporation stock logo
TGT
Target
11/20/2025Lower Price Target$85.94$90.00Market Perform
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
10/30/2025Set Price Target$104.55$90.00
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
10/22/2025Reiterated Rating$108.03Market Perform
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
10/22/2025Lower Price Target$110.04$120.00Market Perform
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
10/1/2025Boost Price Target$37.59$48.00Outperform
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
9/25/2025Upgrade$29.21$36.00Outperform
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
9/10/2025Boost Price Target$541.30$540.00Market Perform
SpartanNash Company stock logo
SPTN
SpartanNash
6/24/2025Reiterated Rating$26.46$26.90Market Perform
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
6/12/2025Lower Price Target$21.49$25.00Market Perform
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
6/11/2025Boost Price Target$501.38$515.00Market Perform
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
6/5/2025Boost Price Target$96.48$85.00Market Perform
Target Corporation stock logo
TGT
Target
5/22/2025Lower Price Target$95.09$95.00Market Perform
ARKO Corp. stock logo
ARKO
ARKO
5/12/2025Boost Price Target$5.34$5.00Market Perform
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
5/7/2025Upgrade$21.93$25.00Outperform
Sysco Corporation stock logo
SYY
Sysco
4/30/2025Lower Price Target$71.07$77.00Outperform
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
2/21/2025Boost Price Target$139.33$180.00Market Perform
The Chefs' Warehouse, Inc. stock logo
CHEF
Chefs' Warehouse
2/13/2025Boost Price Target$62.55$73.00Outperform