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BF-B · Brown Forman Corp

Track BF-B — free
$26.16 +0.19 (+0.73%) At close · Oct 2
Market Cap
$12.06B
Shares
458.86M
Volume · Oct 2 1.7M Avg daily vol (3M) 2.32M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$26.16 Open$26.26 Day$25.85–26.37 52W close$22.80–30.88 Avg vol 30d2.4M Short int32.5M · 7.1% float · 12.2d Short vol57% Last earningsSep 2, 2026 DataJan 2020–Oct 2026 Filing10-Q · Sep 2

Up next

Next earnings call
Dec 2, 2026 Est · unconfirmed · in 9 wks
filed Sep 2, 2026
call held Sep 2, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
3.6%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-5.7%
Trailing year
Short interest
7.1%
Latest settlement · 12.2 days to cover
View all 115 metrics

AI Brief

Q1 FY27 earnings call · Sep 2, 2026
Q1 FY27

TL;DR. Brown-Forman reported Q1 FY27 net sales of $911 million (-1% reported and organic), with organic operating income up 4% and diluted EPS up 6% to $0.38, and reaffirmed its full-year FY27 outlook of approximately flat organic net sales and a 3%-5% organic operating income decline, noting increased confidence in trending toward the more favorable end of that range.

Bullish
  • + Company has increased confidence in trending toward the more favorable end of the 3%-5% organic operating income decline range
  • + Ready-to-Drink portfolio grew 11% organically, with New Mix up 36% organically on strong consumer demand in Mexico and U.S. launch
  • + Emerging markets organic net sales grew 9%, led by Mexico up 15% organically
Bearish
  • − Non-branded and bulk net sales fell 61% organically on lower used barrel sales
  • − Reported FY27 organic operating income is still guided to decline 3%-5%
  • − Developed International organic net sales declined 8%, with Germany down 11%, France down 15%, and Spain down 16% organically

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Bearish Fundamentals Fair Quant / Vol Moderate
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg −4%
below
RSI (14) 46
neutral
MACD trend Positive
52-week position 42%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −5%
trailing
6-month return −11%
trailing
YTD return 0%
this year
Relative strength −23%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $27 › 200d $27 — 50d above 200d
Institutional flow Distributing
5 of 624 funds reported for Sep 30 · net -123.4K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
7.08% of float · ▲ +17.1% MoM · 12.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
624 holders — near 3-yr low, contrarian setup
Squeeze score 75
high risk · 0–100
Fundamentals
Fair
Revenue growth −1%
Y/Y
Gross margin 61%
expanding
EPS growth −17%
Y/Y
Free cash flow $893.0M
Buyback $301.0M
remaining
Balance sheet $2.1B
net debt
Quant / Vol
risk profile
Moderate
Volatility 38%
annualized · 1-yr
Max drawdown −26%
past year
ATR 2.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Sep 2, 2026
Effective tax rate · fiscal 2027 Initiated 20% – 22%
Capital expenditures · fiscal 2027 Initiated $60M – $70M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
0 · 6 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
−4% Neutral
RSI (14)
46 Neutral
MACD trend
Positive Bullish
52-week position
42% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $27 › 200d $27 — 50d above 200d
Institutional flow Distributing
5 of 624 funds reported for Sep 30 · net -123.4K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
7.08% of float · ▲ +17.1% MoM · 12.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
624 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $23 Now $26 · 42% Range high $31
vs 200-day avg -3% vs 50-day avg -4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Effective tax rate 23% the three months ended July 31, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Beverages - Wineries & Distilleries — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BF-B
Brown Forman Corp
this stock
$12.06B +0.4% -1.2% 17.0 7.1%
DEO
Diageo PLC
$47.31B -1.8% — — 0.6%
APHD
Verde Bio Holdings, Inc.
$2.59B +85.2% -100.0% — 0.0%
SNDL
SNDL Inc.
$344.57M -25.3% — — 0.8%
AGCC
Agencia Comercial Spirits Ltd.
$341.80M +53.7% +144.6% — 0.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
624
% held
47.9%
Reported
5 of 624
Top holder
VANGUARD CAPITAL MANAGEME…
Held Float
View
Held by Funds
Fund positions
425
View
Short & Settlement
Short Interest Rising
Shares short
32.5M
Days to cover
12.2d
Change
+4.7M sh
View
Short Volume
Short vol %
57%
As of
Oct 2, 2026
Short Total
View
Fails to Deliver
FTD shares
13
Value
$343
As of
Sep 9, 2026
View
Off-Exchange
Off-exchange %
49.7%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Valerie Hoyle
Amount
$1.0K–$15.0K
Traded
Sep 23, 2025
View
Financials
Financials
Revenue (FY)
$3.9B
Net income (FY)
$715.0M
EPS diluted
$1.53
View
Buybacks
Authorized
$400.0M
Remaining
$301.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 21, 2026
This year
13
View
Proposed Sales
Value
$1.3M
Shares
42.5K
Filed
Dec 4, 2025
View
Earnings & Events
Webcasts
Last webcast
Sep 9, 2026
View
Investor Relations
Latest news
Brown-Forman Announces $500 Milli…
Published
Sep 17, 2026
View

Performance

5D 20D 120D MTD YTD
BF-B +0.0% -4.9% -10.6% -0.2% +0.4%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY +0.2% -4.5% -22.8% -1.1% -12.5%

Capital returns

Latest dividend
$0.231 / share · ex Sep 3, 2026
Raised 1.8%
Paid (TTM)
$0.924 / share · 4 payouts
Dividend yield (TTM, derived)
3.53%
Buyback program · as of Oct 31, 2025
Authorized
$400.00M
Spent (derived)
$99.00M
Remaining
$301.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 14693 CUSIP 115637209 13F (30d) 31 filings 15 filers Visit website Investor relations