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BF-B

Brown-Forman Corporation

Brown-Forman Corporation (BF-B) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.

Live priced in
temporarily suppressed
Priced In
within-range

Key Takeaways

• One number frames Brown-Forman today: full-year organic net sales were flat while reported net sales fell 1%, so the business held steady even as currency, divestitures, and one-time charges dragged the headline down [Source: Brown-Forman FY2026 results, June 2026]. • The stock prices in decline, trading near 11 times operating income, a level below what even a modest profit fade would warrant for a brand portfolio led by Jack Daniel's. • The defining risk is trade politics: a Canadian boycott

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Institutional ownership

563 institutional managers reported holding BF-B in 13F filings for the quarter ended 2026-03-31. Together they hold about 43% of the company; the top 10 hold 24%. 61 opened new positions that quarter. Held by Vanguard Group, FMR (Fidelity), BlackRock, 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-B 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.

Insider activity

No open-market insider buys on file at BF-B over the trailing three years. Absence is a fact about the company, not a signal. 16 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

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

reportday onenext quarter
2023-06-17+4.7%+3.8%
2023-08-31-4.2%-12.6%
2023-12-07-9.4%+4.3%
2024-03-07-10.1%-11.7%

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

Recent filings

BF-B'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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Last analyzed: June 27, 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.