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BF-BBrown Forman IncSell4.8·$26.36-0.32%
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Brown Forman Inc (BF-B) Stock Analysis

Recovery setup

SellDEATH CROSS (EXEMPT)Moderate Confidence

Consumer Defensive · Beverages - Wineries & Distilleries

Sell if holding. At $26.36, A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Jack Daniel's family of brands; Concentration risk — Supplier: primary glass provider.

Brown-Forman manufactures, distills, and markets 40+ spirit, RTD cocktail, and wine brands—led by Jack Daniel's Tennessee Whiskey (#1-selling American whiskey globally)—sold in 170+ countries with owned distribution in 18 countries. The United States accounted for 44% of net... Read more

$26.36+0.9% A.UpsideScore 4.8/10#3 of 3 Beverages - Wineries & Distilleries
QualityF-score8 / 9FCF yield5.60%
IncomeYield3.48%(5y avg 1.84%)Payout59.80%sustainable
Stop $24.59Target $26.59(resistance)A.R:R -0.8:1
Analyst target$27.68+5.0%16 analysts
$26.59our TP
$26.36price
$27.68mean
$20
$37

Sell if holding. At $26.36, A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Jack Daniel's family of brands; Concentration risk — Supplier: primary glass provider. Chart setup: Death cross but MACD improving, RSI 54. Score 4.8/10, moderate confidence.

Passes 7/10 gates (positive momentum, clean insider activity, positive momentum, news events none recent, earnings proximity 79d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 27, 202679d to earnings· next earnings call

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.9 in RISK_OFF)
Sector modifier (Consumer Defensive): +0.8
High-quality business
Risks
Concentration risk — Product: Jack Daniel's family of brands
Concentration risk — Supplier: primary glass provider
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)17.3
P/E (Fwd)15.5
Mkt Cap$12.1B
EV/EBITDA11.9
Profit Mgn18.2%
ROE17.8%
Rev Growth2.0%
Beta0.35
Dividend3.48%
Rating analysts21

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C4.91bearish
Max Pain$15-43.1% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHProductJack Daniel's family of brands
    10-K Item 1A: 'Our business performance depends substantially on the continued health of the Jack Daniel family of brands.'
  • MEDIUMGeographicUnited States44%
    10-K Item 1: 'The United States, our most important market, accounted for 44% of our net sales in fiscal 2025'
  • MEDIUMCustomertop-2 customers
    10-K Item 1: 'our two largest customers accounted for approximately 13% and 11% of consolidated net sales, respectively'
  • HIGHSupplierprimary glass provider
    10-K Item 1A: 'a single producer supplies most of our glass requirements. Inability of our primary glass provider to produce sufficient quantities to meet our needs would increase our cost to produce'

Material Events(8-K, last 90d)

  • 2026-03-16Item 5.02MEDIUM
    James W. Peters elected as EVP and CFO effective March 31, 2026, succeeding Leanne D. Cunningham who retires May 1, 2026. Peters previously served as EVP, Enterprise Transformation at Whirlpool Corporation since January 2026.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
0.0
Revenue Growth
3.0

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
3.5
Earnings Timing
5.0
Dividend Safety
6.5
Earnings concerns: 1B/3MDividend: 348.0%

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
2.7
Support Resistance
3.2
52w Position
5.1

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.7
Growth Rank
3.3
Value Rank
5.0
GatesA.R:R -0.8=NEGATIVEDeath cross exempted (quality + momentum high enough)Executive change: officer departure/appointmentMomentum 5.6>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 79d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
54 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $24.66Resistance $27.13

Price Targets

$25
$27
A.Upside+0.9%
A.R:R-0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-5.5% upside)
! NEWS_MOD=-1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! Negative risk/reward — downside exceeds upside

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-27 (79d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BF-B stock a buy right now?

Sell if holding. At $26.36, A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Jack Daniel's family of brands; Concentration risk — Supplier: primary glass provider. Chart setup: Death cross but MACD improving, RSI 54. Prior stop was $24.59. Score 4.8/10, moderate confidence.

What is the BF-B stock price target?

Take-profit target: $26.59 (+0.9% upside). Prior stop was $24.59. Stop-loss: $24.59.

What are the risks of investing in BF-B?

Concentration risk — Product: Jack Daniel's family of brands; Concentration risk — Supplier: primary glass provider; Analyst target reached - limited upside remaining.

Is BF-B overvalued or undervalued?

Brown Forman Inc trades at a P/E of 17.3 (forward 15.5). TrendMatrix value score: 5.7/10. Verdict: Sell.

What do analysts say about BF-B?

21 analysts cover BF-B with a consensus score of 2.7/5. Average price target: $28.

What does Brown Forman Inc do?Brown-Forman manufactures, distills, and markets 40+ spirit, RTD cocktail, and wine brands—led by Jack Daniel's...

Brown-Forman manufactures, distills, and markets 40+ spirit, RTD cocktail, and wine brands—led by Jack Daniel's Tennessee Whiskey (#1-selling American whiskey globally)—sold in 170+ countries with owned distribution in 18 countries. The United States accounted for 44% of net sales in fiscal 2025; two largest customers represented ~13% and ~11% of consolidated net sales.

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