BF-A

Key Takeaways

• Brown-Forman, the maker of Jack Daniel's, is trading near an 11-times multiple on operating income, a level that prices in continued decline for a brand portfolio that has compounded for decades. • The acute pressure is geopolitical, not structural: a Canadian boycott of American spirits tied to U.S. tariff policy cut Canada sales sharply, and reported operating income fell 10% for the full fiscal year on impairment and inventory charges [Source: Brown-Forman FY2026 results, June 2026]. • The

Institutional ownership

201 institutional managers reported holding BF-A in 13F filings for the quarter ended 2026-03-31. Together they hold about 4% of the company; the top 10 hold 3%. 28 opened new positions that quarter. Held by Vanguard Group, BlackRock, GAMCO (Gabelli), among others.

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

BF-A has cut its share count 3.4% over the past five years, spending $808.00M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 2 years straight; the current rate is $0.92 a share annually. Cash returned over the past three years: $1.25B in dividends and $808.00M in repurchases.

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

Recent filings

BF-A's latest 8-K filings: 2026-07-13 (items 5.02, 7.01, 9.01); 2026-06-04 (items 2.02, 9.01); 2026-04-28 (items 7.01, 9.01); 2026-03-27 (items 7.01, 9.01); 2026-03-16 (items 5.02, 7.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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