Brown-Forman (BF-B)

Amercain Investments, C.V. • AMG Trading, L.L.C. • The BenRiach Distillery Company Limited • Brown-Forman Australia • Brown-Forman Beverages Europe, Ltd. • Brown-Forman Beverages Worldwide • Brown-Forman Deutschland GmbH • Brown-Forman Holding Mexico S.A. de C.V. • Brown-Forman Hungary 1 Kft. • Brown-Forman Korea Ltd. ...

IRS number

610143150

BF-B stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8-K

Departure of Directors or Certain Officers

5 Dec 24

Brown-forman Reports First Half Fiscal 2025 Results; Reaffirms Full Year Growth Outlook

29 Aug 24

Brown-forman Reports First Quarter Fiscal 2025 Results; Reaffirms Full Year Growth Outlook

29 Aug 24

8-K

Brown-forman Stockholders Elect Directors and Board Approves Cash Dividend

14 Jun 24

Brown-forman Reports Fiscal 2024 Results

5 Jun 24

8-K

Brown-forman Announces Emerging International Leadership Change

8 May 24

8-K

Departure of Directors or Certain Officers

2 May 24

Transcripts

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BF-B

Earnings call transcript

2024 Q1

30 Aug 23

BF-B

Earnings call transcript

2023 Q4

7 Jun 23

BF-B

Earnings call transcript

2023 Q3

8 Mar 23

BF-B

Earnings call transcript

2023 Q2

7 Dec 22

BF-B

Earnings call transcript

2023 Q1

31 Aug 22

BF-B

Earnings call transcript

2022 Q4

8 Jun 22

BF-B

Earnings call transcript

2022 Q3

3 Mar 22

BF-B

Earnings call transcript

2022 Q2

8 Dec 21

BF-B

Earnings call transcript

2022 Q1

1 Sep 21

BF-B

Earnings call transcript

2021 Q4

9 Jun 21

Latest ownership filings

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Elizabeth M Brown

18 Nov 24

3/A

William Austin Musselman Jr

Duckhorn Portfolio, Inc.

8 Oct 24

William Austin Musselman Jr

Financial summary

Financial statements Chart BF-B financial data

Quarter (USD)	Oct 24	Jul 24	Apr 24	Jan 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Apr 24	Apr 23	Apr 22	Apr 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2024

BF-B institutional ownership history Ownership history

62.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	599	574	+4.4%
Opened positions	114	77	+48.1%
Closed positions	89	102	-12.7%
Increased positions	192	236	-18.6%
Reduced positions	209	187	+11.8%

13F shares	Current	Prev Q	Change
Total value	7.70 tn	8.47 tn	-9.1%
Total shares	191.55 mm	171.57 mm	+11.6%
Total puts	338.20 k	152.20 k	+122.2%
Total calls	281.70 k	128.60 k	+119.1%
Total put/call ratio	1.2	1.2	+1.4%

Largest owners	Shares	Value	Change
Vanguard	35.21 mm	$1.52 tn	-0.1%
BLK BlackRock	14.92 mm	$645.58 bn	-9.8%
STT State Street	12.26 mm	$532.02 bn	+7.5%
Fundsmith	11.14 mm	$481.08 bn	-2.8%
Champlain Investment Partners	5.06 mm	$218.64 bn	+39.0%
Geode Capital Management	4.59 mm	$197.98 bn	-0.9%
Van Eck Associates	4.38 mm	$189.06 mm	+2885.7%
Wellington Management	3.85 mm	$166.42 bn	+153.3%
Charles Schwab Investment Management	3.85 mm	$166.07 bn	NEW
IVZ Invesco	3.66 mm	$157.89 bn	+21.6%

Largest transactions	Shares	Bought/sold	Change
Van Eck Associates	4.38 mm	+4.23 mm	+2885.7%
Charles Schwab Investment Management	3.85 mm	+3.85 mm	NEW
Wellington Management	3.85 mm	+2.33 mm	+153.3%
Norges Bank	2.07 mm	+2.07 mm	NEW
Glenview Trust	2.93 mm	+1.80 mm	+159.2%
GS The Goldman Sachs Group, Inc.	3.04 mm	+1.79 mm	+141.9%
Lazard Asset Management	1.75 mm	+1.75 mm	NEW
BLK BlackRock	14.92 mm	-1.62 mm	-9.8%
Champlain Investment Partners	5.06 mm	+1.42 mm	+39.0%
BEN Franklin Resources	25.39 k	-1.39 mm	-98.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

BF-B insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 Nov 24	Elizabeth M Brown	Class B Common	Gift	Acquire G	No	No	0	17,098	0.00	17,098
31 Oct 24	Diane F Nguyen	Stock Appreciation Right Class B Common	Grant	Acquire A	No	No	44.03	4,551	200.38 k	4,551
25 Jul 24	Smith Elizabeth A	Deferred Stock Units Class A Common	Grant	Acquire A	No	No	0	5,109.807	0.00	10,052.596
25 Jul 24	Michael J Roney	Deferred Stock Units Class A Common	Grant	Acquire A	No	No	0	3,805.175	0.00	39,112.265
25 Jul 24	Michael Andrew Masick	Stock Appreciation Right Class B Common	Grant	Acquire A	No	No	45.07	8,865	399.55 k	8,865

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.