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Company Profile: Brown-Forman Corporation (BF-B)

BF-B insider trades (13 months) →

$28.95 −3.50% vs. previous close · Market cap $13.28B

Today's multi-factor rank: 308 of 461 · see the ranking

Quant500 Scores
Momentum
4.3/10
Value
4.9/10
Growth
4.5/10
Quality
5.1/10
Multifactor
4.7/10

Market and Valuation

Price & Market

Prev Close Price:$30.00
Open:$29.62
Day's Low:$28.86
Day's High:$29.81
Bid / Ask:-
Market Cap:13.28B
Enterprise Value:15.91B

52-Week Range

52-Week Low:$22.61
52-Week High:$31.92
Current position in 52-week range
52w Low-52w High
50-Day Avg:$27.18
200-Day Avg:$27.05

Volume

Volume Today:2,119,025
Avg Volume (3m):2,383,717
Avg Volume (10d):2,423,900
52-Week Change:+9.65%
vs S&P 500, 52 weeks:-
Beta:0.31

Valuation Multiples

P/E (trailing):18.68

Diluted EPS for the last 12 months: the four quarters ended Jul 31, 2026, from the accounts filed with the SEC on Sep 2, 2026. The P/E is the price divided by that EPS.

P/E (forward):16.89
PEG Ratio:2.29
Price / Book:3.35
Price / Sales (TTM):3.39
EV / Revenue:4.06
EV / EBITDA:13.41

Dividends

Current yield:3.08%
Annual Dividend Rate:$0.92
Dividend Trailing:$0.92
Yield Trailing:3.07%
5-Year Avg Yield:1.65%
Payout Ratio:59.32%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):3.92B
Gross Profit:2.38B
EBITDA:1.19B
Net Income (TTM):721.00M
Rev Growth (YoY):-1.40%
Earnings Growth (YoY):+5.70%
Quarterly earnings growth (YoY):+3.50%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$1.55

Diluted EPS for the last 12 months: the four quarters ended Jul 31, 2026, from the accounts filed with the SEC on Sep 2, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$1.71
Revenue Per Share:$8.46
Cash Per Share:-
Book Value:$8.65
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:301.00M
Total Debt:2.44B
Net Debt (Debt - Cash):2.14B
Debt / Equity:61.50%
Current Ratio:3.26
Quick Ratio:0.93

Cash Flows

Operating Cash Flow:1.01B
Free Cash Flow (FCF):685.63M
FCF Yield (FCF / Market Cap):-
Enterprise Value:15.91B
EV / Revenue:4.06
EV / EBITDA:13.41

Profitability

ROE (Return on Equity):18.12%
ROA (Return on Assets):8.63%
P/E (trailing):18.68
P/E (forward):16.89
Price / Book:3.35
PEG Ratio:2.29
52-Week Change:+9.65%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$1.55

Diluted EPS for the last 12 months: the four quarters ended Jul 31, 2026, from the accounts filed with the SEC on Sep 2, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$1.71
P/E (forward):16.89
PEG Ratio:2.29

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$8.46
Cash Per Share:-
Book Value:$8.65

Cash Flows (TTM)

Free Cash Flow:685.63M
Operating Cash Flow:1.01B
EBITDA:1.19B
Total Revenue (TTM):3.92B
Net Income (TTM):721.00M
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:290,383,416
Float (free shares):318,589,459
Short interest (shares):31,059,339
Short % of float:-
Short Ratio (days to cover):11.88
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

Brown-Forman Corporation (BF-B) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
8-K2026-09-21View filing ↗
10-Q2026-09-02View filing ↗
8-K2026-07-23View filing ↗
8-K2026-07-13View filing ↗
11-K2026-06-24View filing ↗
DEF 14A2026-06-18View filing ↗
10-K2026-06-12View filing ↗
8-K2026-06-04View filing ↗
8-K2026-04-28View filing ↗
8-K2026-03-27View filing ↗

Company and Executive Profile

Brown-Forman Corporation, together with its subsidiaries, manufactures, distills, bottles, imports, exports, markets, and sells a variety of alcohol beverages. The company provides spirits, wines, whiskey spirits, whiskey-based flavored liqueurs, ready-to-drink cocktails, ready-to-pour products, vodkas, tequilas, gin, brandy, rum, bourbons, and liqueurs. The company offers its products primarily under the Jack Daniel's, Woodford Reserve, Old Forester, Gentleman Jack, Herradura, el Jimador, Fords Gin, The Glendronach, Chambord, Coopers' Craft, Diplomático, Benriach, Glenglassaugh, and Slane brands. It is also involved in the sale of used barrels, and bulk whiskey and wine; and provision of contract bottling services. The company serves retail customers and consumers through distributors and state governments; and retailers, wholesalers, and provincial governments directly. It operates in the United States, Germany, Australia, the United Kingdom, Canada, Spain, France, Mexico, Poland, Brazil, Türkiye, and internationally. Brown-Forman Corporation was founded in 1870 and is headquartered in Louisville, Kentucky.

General Information

Headquarters:United States
City:Louisville
Employees:4,900
Sector:Consumer Defensive
Industry:Beverages - Wineries & Distilleries
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. Marshall B. FarrerExecutive Chairman543.75M
Mr. Lawson E. WhitingCEO, President & Director576.78M
Mr. James W. PetersExecutive VP & CFO55256,374
Mr. Michael E. Carr Jr.Executive Vice President, General Counsel & Secretary452.76M
Mr. Campbell P. BrownExecutive Director57143,077
Mr. Michael Andrew MasickExecutive VP & President of Americas461.89M
Mr. Yiannis PafilisExecutive Vice President of Europe, Africa & Asia Pacific541.98M
Ms. Angela S. EnyardSenior VP, Chief Accounting Officer & Treasurer36-

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Brown-Forman Corporation (BF-B): Quantitative Analysis

Brown-Forman Corporation (BF-B) — Consumer Defensive — Beverages - Wineries & Distilleries. BF-B is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, BF-B has returned +13.7% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

BF-B ranks 308 of 461 on today's multifactor score, and 15 of the 30 Consumer Defensive companies that score. Its strongest factor is quality (Z 0.05, ranked 187 of 468); its weakest is momentum (Z -0.42, ranked 315 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Multifactor-0.183308 of 461
Momentum-0.420315 of 494 ↓18
Value-0.052218 of 489
Quality0.049187 of 468
Growth-0.309338 of 489

Market data

MetricValue
Price$28.95
Market Cap13.28B
P/E18.68
Revenue (last 12 months)3.92B
Price / book3.35
Book value per share$8.65
52-week range$22.61 – $31.92
Dividend yield3.08%
Beta0.31
Average volume2,383,717
Shares outstanding290.38M
Short interest (% of float)11.00% (as of Sep 30, 2026)

When does BF-B report earnings? 12 of its last 12, before the open →

What are BF-B insiders doing? 30 transactions filed with the SEC, of them 4 sells, the last one on May 27, 2026 →

BF-B latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All BF-B filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about Brown-Forman (BF-B)

When does Brown-Forman report earnings?

Brown-Forman has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Sep 2, 2026). BF-B earnings dates and times, quarter by quarter →

What is Brown-Forman's P/E ratio?

Brown-Forman's P/E (price over earnings per share for the last twelve months) is 18.7 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Jul 31, 2026. The median of the 30 Consumer Defensive companies with a P/E is 21.2, and the S&P 500's, 23.5: Brown-Forman is below its sector median. Consumer Defensive stocks, company by company →

Where does Brown-Forman rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, Brown-Forman ranks 308 of 461, and 15 of the 30 Consumer Defensive companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have Brown-Forman insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of Brown-Forman shares from August 2025 through Nov 3, 2026. The latest sale was on Feb 12, 2026, by a director who is also an officer, for $804k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 4 sales by directors, officers and large shareholders. All BF-B insider trades →

Does Brown-Forman pay a dividend?

Yes. Its dividend yield is 3.08% at the Nov 3, 2026 close (annual dividend of $0.92 per share). The latest recorded ex-dividend date is Sep 3, 2026.

What sector is Brown-Forman in, and which index?

Brown-Forman is classified in the Consumer Defensive sector (industry: Beverages - Wineries & Distilleries), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 33 S&P 500 companies in that sector. Consumer Defensive stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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