Brown-Forman Class ABF.A
BF.A
About: Brown-Forman is a US-based manufacturer of premium distilled spirits that generates close to 70% of revenues in the whiskey category, under well-known Tennessee whiskey brand Jack Daniel's and bourbon brands Woodford Reserve and Old Forester. It also manufactures and distributes tequila, vodka, rum, gin, and premium wines. The company generates 45% of sales from its home market, while the bulk of international revenues come from Europe, Australia, and Latin America. The Brown family controls over 50% of the economic interests and a 67% voting power of the company.
Employees: 5,700
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
126% more call options, than puts
Call options by funds: $400K | Put options by funds: $177K
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
1% more funds holding
Funds holding: 201 [Q3] → 203 (+2) [Q4]
0.05% less ownership
Funds ownership: 10.58% [Q3] → 10.52% (-0.05%) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 65
22% less capital invested
Capital invested by funds: $860M [Q3] → $671M (-$189M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for BF.A.
Financial journalist opinion
Based on 6 articles about BF.A published over the past 30 days
Positive
Morningstar
2 days ago
3 Dividend Stocks for May 2025
#Morningstar #TopDividendStocks #DividendAristocrats These three dividend aristocrats have an average yield of 4.4%. 00:00 Introduction 00:10 Brown-Forman BF.B 01:26 Chevron CVX 02:21 Realty Income O David Harrell: Hi, I'm David Harrell, editor of the Morningstar DividendInvestor newsletter.
Neutral
Business Wire
4 days ago
Brown-Forman and Korbel Champagne Cellars Conclude Relationship
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) and Korbel Champagne Cellars today announced the end of their sales, marketing, and distribution relationship, effective June 30, 2025. This transition concludes its business relationship spanning multiple decades. "We deeply value the rich history and collaborative spirit that has characterized our relationship with Korbel and its owner, Gary Heck," said Lawson Whiting, President and Chief Executive Officer, Brown-Form.
Neutral
Business Wire
5 days ago
Brown-Forman Fourth Quarter Earnings Release and Conference Call Scheduled for June 5, 2025
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) will release its fourth quarter and fiscal year 2025 financial results on June 5, 2025, by 8:00 a.m. (EDT), followed by a conference call to discuss the results at 10:00 a.m. (EDT). A live audio broadcast of the conference call will be available via Brown-Forman's website, brown-forman.com, through a link to "Investors/Events & Presentations." A digital audio recording of the conference call will be available on the.
Neutral
Business Wire
1 week ago
Brown-Forman Launches Distribution Business in Italy
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE:BFA,BFB), one of the largest American-owned spirits companies, today announced the start of its own distribution business in Italy, marking a strategic shift to bring its portfolio directly to Italian consumers and customers for the first time. The Brown-Forman Italy headquarters office will remain in Milan, Italy. "The creation of our own distribution business in Italy signifies Brown-Forman's dedication to unlocking the full pot.
Positive
Seeking Alpha
2 weeks ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Positive
CNBC
2 weeks ago
American liquor exports hit record high in 2024, driven by tariffs
U.S. spirits exports reached a record $2.4 billion, up 10% compared with 2023. Exports to the European Union increased 39%, driven in large part by uncertainty around tariffs.
Negative
Seeking Alpha
1 month ago
Brown-Forman Corporation: Downgrade To Sell On Uncertain Tariffs Risk And Weak Organic Growth Outlook
I am downgrading Brown-Forman Corporation to a sell due to weak domestic demand, unfavorable supply demand balance in whiskey, and rising tariff risks. 3Q25 results showed a 3% y/y revenue decline, with organic growth up 6% y/y; however, EBIT fell 25% y/y on a reported basis. The US spirits industry slump, oversupply in American whiskey, and potential EU tariffs are significant headwinds impacting BF.B's revenue growth and profitability.
Neutral
Seeking Alpha
1 month ago
Brown-Forman: Tariff Worry Creates A Buying Opportunity
Brown-Forman faces severe challenges due to international tariffs, causing a significant drop in stock price, despite its strong historical performance and dividend growth. The trade war, especially with the European Union, has drastically impacted whiskey exports, with a potential 50% tariff looming. Despite the current turmoil, I believe the trade war will not persist, and Brown-Forman's resilience and undervaluation present a strong buying opportunity.
Negative
Invezz
1 month ago
Beyond the buzz: the sobering reality of Trump's tariffs for liquor giants
The threat of a global trade war is casting a long shadow over the liquor industry, leaving industry giants like Brown-Forman and Diageo staring down the barrel of potentially devastating tariffs.
Negative
Market Watch
2 months ago
Motorcycles, whiskey, gum: How the E.U. is targeting U.S. products with retaliatory tariffs
The European Union is planning new tariffs on a wide range of U.S. imports next month in response to President Donald Trump's new taxes on imported aluminum and steel that went into effect Wednesday.
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